Philadelphia Baptist Ass'n v. Smith & Robertson

28 U.S. 481
Supreme Court of the United States·Decided January 15, 1830·Published·Cited by 3 cases

Opinion

Story J.

Charitable donations were of great consideration in the civil lawr arid bequests to pious uses were deemed privileged testaments(a). There can be little doubt that the authority of the Roman code, combining with the religious notions of former times, contributed in no small degree to engraft the principles of that law respecting charities into the common law. ‘ This was manifestly the opinion of lord Thrirlow(b);, and lord Eldon, in assenting to it has added, that, as at. an early period the ordinary had authority to apply a portion of every man’s estate to charity, when after-wards the statute compelled a distribution, it is riot impossible that the same favour should have been extended to charity in trier construction of wills! by thejb own force purporting..to.authorise such a distribution(c). Be this as

[482] it may, it cannot be denied that many of the privileges given tb charitable-testaments, by, the civil law have been for ages incorporated into the common law. For instance, one privilege was that no - such testament was void for uncertainty either as to persons or objects. Hence, if a testator gave his goods to be distributed among the poor, or. made the poor his executors, the legacy was.not void; although- it would have been otherwise, if charity had not been the legatee(a). And the same rule has been adopted into the common law, at least ever since the statute of charitable uses(b). Indeed, at one period, the constructions in respect to charitable bequests were pushed to a most extravagant length;. apd. the good sense of succeeding timesjias lamented, and as far. as, it consistently .could, has endeávoured to abíidgé; the ancient doctrine to something like _a,rational system(c). It is now too late to contend that a disposition in favpur of charity can be construed according to the rules which are applicable. to individuals. In the first place, thq same words in a will, when applied to individuals, may. require a very different construction, if applied to the case of a charity; If a testator' give his property to such jperspn aá he shall hereafter name to be his executor, and .afterwards appoint no executor.; or, if, having- appointed an. executor, he dies in his life timé, and no other, is appointed', in. his place, in. either of these cases, as to individuals, the testator must be held intestate,, and.his. next, of kin will take the estate. But to give effect to a bequest in favour of cha-. rity, ¡chancery will in both instances supply the place of ah executor, and qarry into effect tha-twhich in the case of individuals must have failed altbgether(d). Again, in the-case [483] of an individual, if an estate is devised to . such pensonas the executor shall name,- and no executor, is- appointed, or one. being appointed dies in the testator’s life time, and no one is appointed in .his place, the bequest amounts to nothing. Yet such-a bequest to charity would be good, and the court of chancery would in such case assume the office of executor(a). So if a legacy be given to trustees to distri-imte in charity, and they die in, the testator’s life time, although the legacy is lapsed at law, (and if they, had -taken to their own use it would have, been gone for ever), yet in equity it will be enforced(b). Again, although in carrying into execution a bequest to an individual, the mode in which the legacy is to fake effect must be of the substance of the legacy, yet where, charity is the legatee, the court will consider it as the whole substance of the bequest; and in such cases only, if the mode fail,, will provide a mode by which that legatee shall take, but by which no other than charitable legatees can take(c). A still stronger case is, that if the testator has expressed an absolute-intention to give a legacy to charitable purposes, but has left uncertain* or to some future act, the mode by which it is to be carried into effect, there the court of chancery, if no mode is. pointed out, , will of itself supply the defect and enforce the charity(d).' Therefore it has heen held,- that if a man devises a sum of.money to sueh charitable uses as he shall direct by a codicil to be annexed to his wil], or by a note in writing, and afterwards leaves-no direction by note or codicil, the court of chancery hath power to dispose of it to such charitable uses as it sháll think fit(e). So if a testator -bequeath a sum for such a [484] school as he should appoint, and he appoints none, the court may apply it for what school it pleases(a). The doctrine has gohe yet farther, and established that if the bequest denote a charitable intention, but the object to which it is to be applied is against the policy of the law, the court will lay hold of the .charitable intention, and execute it for. the purpose of some charity agreeable to the law, in the room of that cohtrary to it.(b) Thus a sum of money bequeathed to found a Jew’s synagogue, has been taken hy the court, according to this principle, and transferred to the benefit of a foundling hospital(c).' And a bequest for the education of poor children in the Roman catholic faith, has been decreed to be disposed of according to the pleasure of the king, under his sign manual (d). Another principle equally well established is, that if the bequest be for charity, it matters not how uncertain the objects or persons may be.; or whether the bequest can be carried into exact execution or not; or whether the persons who are to take be in esse or not; or whether the legatee be a corporation capable in law to take or not; in all these and the like cases the court will sustain the legacy, and give it effect according to its own principles, and where a literal execution becomes inexpedient or impracticable, will execute it cy pres. Attorney General vs. Oglander, 3 Bro. Ch. 166. Attorney General vs. Green, 3 Bro. Ch. 492, Freer vs. Peacock, Rep. temp. Finch, 245. Attorney General vs. Barltree, 2 Ves. Jun. 380. Duke, 108 to 113. Thus a devise of lands to the church wardens of a parish (whó áre not a corporation capable of taking lands), for a charitable purpose, though void at law, will be sustained in equity(e). So if the corporation for whose use it is designed is not in esse, and cannot come into existence, [485] but by some.future act of the crown, as for instance, a. gift to found a new collége, which requites ari incorporation, the gift is valid, and the court will execute it(a). So if a devise be to an existing corporation by a misnomer, which makes it void at law(b). So where a devise was. to the poor generally, the court decreed it to be executed in favour t)f three public hospitals in London(c). So a legacy towards establishing a. bishop in America was held gpod, though none was yet appointed(d). And where a charity is so given that there can be no objects, the court will order a different scheme of the charity ; but it is otherwise .if objects may, though they do not at present exist(e); and When objects cease to exist, the court will new model the charity(f

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Philadelphia Baptist Ass'n v. Smith & Robertson, 28 U.S. 481 (1830).

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