San Antonio Independent School District v. Division of World Missions

341 S.W.2d 896, 161 Tex. 471, 4 Tex. Sup. Ct. J. 136, 1960 Tex. LEXIS 623
CourtTexas Supreme Court
DecidedNovember 30, 1960
DocketNo. A-7572
StatusPublished
Cited by5 cases

This text of 341 S.W.2d 896 (San Antonio Independent School District v. Division of World Missions) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
San Antonio Independent School District v. Division of World Missions, 341 S.W.2d 896, 161 Tex. 471, 4 Tex. Sup. Ct. J. 136, 1960 Tex. LEXIS 623 (Tex. 1960).

Opinions

Mr. Justice Calvert

delivered the opinion of the Court.

This case involves the construction of certain clauses of the will executed by Theodore M. Plummer, deceased. Suit for declaratory judgment was filed by the National Bank of Commerce of San Antonio, as intervenor, naming as defendants the San Antonio Independent School District and the Division of World Missions of the Board of Missions of the Methodist Church. The defendants both claim the residuary estate under Plummer’s will, the World Missions claiming under the primary residuary clause and the School District asserting claim as alternate beneficiary on the theory that the bequest to the World Missions has failed. The trial court, sitting without a jury, rendered judgment for the [473]*473School District. The Court of Civil Appeals reversed and rendered judgment in favor of the World Missions. 326 S.W. 2d 934. The judgment of the Court of Civil Appeals is hereby affirmed.

Plummer executed the will involved in this suit on October 19, 1943. Codicils were later executed on February 14, 1945, and July 1, 1948. These codicils are not in litigation. Plummer died on January 29, 1949, and his will was probated in Bexar County, Texas. The residuary estate was devised to the National Bank of Commerce as Trustee, with direction to pay the net income to the testator’s wife, Mrs. Mabel B. Plummer, during her lifetime. The Trustee carried out this provision until Mrs. Plummer’s death on June 27, 1957.

Plummer’s will provided for the following disposition of the residuary estate to be made after the death of Mrs. Plummer, the life beneficiary:

“VIII. * * * It is my will and desire that upon the death of my wife, Mabel B. Plummer, all the corpus or assets in said Trust shall go to The DIVISIONS OF FOREIGN MISSIONS OF THE BOARD OF MISSIONS AND CHURCH EXTENSION OF THE METHODIST CHURCH, incorporated by the State of New York, with present headquarters at 150 Fifth Avenue, New York City, New York, hereinafter called “MISSION BOARD,” for the purpose of physical and material relief only, such as food, clothing, medicine, shelter, etc., for needy Chinese people in China to be so used as rapidly as possible, consistent with good judgment and results, which I think will very likely be for the most part in the post war period, when China is accessible and there are no War Chests and there is less emotional sympathy for China.”

“XII. I hereby authorize and empower the said Mission Board to deduct five (5%) per cent of all sums received by it from bequests herein, said five (5%) per cent to be deductible only once and not to be cumulative or repetitious, for its overhead, operation and distribution expenses or fee, to all of which it has agreed. It is my desire and I hereby direct that the remaining Ninety-five (95%) per cent shall reach the ultimate beneficiaries or consumers in the form of money, shelter, supplies or other material relief, free of all charges or deductions, except direct original costs and transportation, and that all relief received from this bequest shall be over and above any relief that would have been received by the ultimate beneficiaries without this relief, which is to say, that this bequest shall not be a substitue for other relief, and that [474]*474my desires shall not be evaded or thwarted by using funds of this bequest where other funds would have been used, and shifting those other funds to other places or purposes. I approve religious work that the Mission Board may desire to do at its own expense and with other funds supplemental to this relief, and of incidental benefits thereto which it may get, but the Mission Board shall be in honor bound not to lessen its other work with or benefits to the ultimate beneficiaries of this bequest, because of this bequest. I am not a Methodist and have in mind solely the beneficiaries herein named and am using this Mission Board for the purpose of efficient distribution. The Methodist Church has specialized in Chinese work and therefore should be well qualified for my purposes.”

“XIV. * * * In the event the Mission Board shall refuse to accept or qualify for any bequest herein bequeathed to it, then and in that event the bequests herein made to it shall go to the SCHOOL BOARD OF SAN ANTONIO, (TEXAS) INDEPENDENT SCHOOL DISTRICT, without restrictions, except that it shall be used for extra school work or activities, and not for the payment of debts or for buildings, nor for any expenses that the taxpayers should or customarily pay for.”

“XVI. * * * As a group, social workers do not impress me as qualified to chart people’s lives nor do I think their degree diplomas are certificates of near omnipotence as at least some appear to believe, by the way they scorn lay opinions. I therefore prefer to stick to the fundamentals or “grass roots” of material and physical relief and have chosen a field so broad and needy that doubtful cases need not be considered and I leave the social work to the many who prefer it. There is room for both views, especially as so many types of domestic relief and social work are now generally well supported by both the public and by governments, local, state and federal, with resulting controversies and complications into which I do not desire to deeply enter.”

“I have selected China, with no prejudice, however, against other fields as one of the world’s largest fields for productive charity, where hundreds of millions of people of a backward but old and cultured race and civilization make a vast and fertile field susceptible to benign modernization and unlikely to make it malign as did the Japanese, whose people have endured slaughter and distress beyond comprehension, where resources are low and the people as a whole are kindly disposed and industrious, and [475]*475have the capacity to appreciate and absorb the good in modern life if offered to them. I do not claim perfection for them or for any race or nationality.”

The present controversy has arisen by virtue of the fact that, because of the existing international situation, the Mission Board cannot carry out the terms of the trust if it may provide food, clothing, medicine, etc. only to needy Chinese people in that part of historic China situated on the Asiatic mainland. Such activities there are proscribed by the governments of both the United States and the Chinese People’s Republic. The Mission Board, however, avers that it is prepared to carry out the trust on the island of Formosa, where the government of Nationalist China will welcome such assistance, and in the British Crown Colony of Hong Kong.

The School Board has vigorously contested this position, and has presented three major questions to this Court for determination: (1) Can the provisions of the Plummer will relating to charitable operations in China be carried out by dispensing the funds on the island of Formosa or in the British Crown Colony of Hong Kong? (2) If not, does the Mission Board’s signification of its willingness to take and administer the trust fulfill the requirement that the Mission Board “accept and qualify,” so as to deprive the School Board of the right to take as alternate beneficiary? (3) Can the doctrine of cy pres be invoked to permit distribution of the charity in Formosa or Hong Kong, in view of the fact that an alternate beneficiary is named in the will?

Under the view we take of the case, it is unnecessary to pass upon the second and third questions, for we have concluded that the provisions of the will can be carried out by administering the charity to needy Chinese people of China who are refugees in Formosa and Hong Kong.

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Bluebook (online)
341 S.W.2d 896, 161 Tex. 471, 4 Tex. Sup. Ct. J. 136, 1960 Tex. LEXIS 623, Counsel Stack Legal Research, https://law.counselstack.com/opinion/san-antonio-independent-school-district-v-division-of-world-missions-tex-1960.