Shanahan v. Kelly

92 N.W. 948, 88 Minn. 202, 1903 Minn. LEXIS 378
CourtSupreme Court of Minnesota
DecidedJanuary 9, 1903
DocketNos. 13,197-(128)
StatusPublished
Cited by12 cases

This text of 92 N.W. 948 (Shanahan v. Kelly) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shanahan v. Kelly, 92 N.W. 948, 88 Minn. 202, 1903 Minn. LEXIS 378 (Mich. 1903).

Opinion

START, C. J.

On March 14, 1900, Philip Shanahan, a Boman Catholic priest for some forty years, died in the county of Houston, of which county he was a resident, leaving as his sole heirs at law William Shanahan, a brother, and Bridget Walsh’ a daughter of a deceased brother. He left a last will and testament, whereby he attempted to dispose of all of his property as follows:

“Second. After the payment of such funeral expenses and debts, I give, devise, and bequeath the sum of five hundred dollars for masses, the said sum to be distributed by my executor hereinafter' named according to his judgment.
“Third. I give, devise, and bequeath to Bt. Bev. Edward Fitzgerald, bishop of Little Bock, Arkansas, or to his successor, the sum of one thousand dollars, for the education of Catholic priests for the said diocese of Little Bock.
“Fourth. I give, devise, and bequeath to Bt. Bev. Joseph B. Cotter, bishop of Winona, Minn., or to his successor, for the education of priests for the diocese of Wi'nona, Minn., all the remainder, rest, and residue of my estate, both real and personal.”

The executor named in the will was James C. Kelly, one of the appellants herein.

[207]*207The will was duly admitted to probate in the probate court of the county of Houston, and such proceedings were had therein that on January 6, 1902, the court duly made its decree of distribution, assigning the residue of the estate, which consisted of personal property, to the persons and in the proportions following:

“To James C. Kelly, as executor of said estate, the sum of $500, to be used as mentioned in said will. To Kt. Rev. Edward Fitzgerald, bishop of Little Rock, Arkansas, the sum ok $1,000, for the education of Catholic priests for the said diocese of Little Rock, as set forth in the will. To Rt. Rev. Joseph B. Cotter, bishop df Winona, Minn., all the rest, remainder, and residue of said estate, amounting to $12,911.70, and all the books and clothes in the inventory, for the education of priests in the diocese of Winona, as set forth in said will. To have and to hold the same forever.”

The heirs at law appealed from this decree to the district court of the county of Houston. That court, upon a trial of the cause, found substantially the foregoing facts, and, as a conclusion of law therefrom, that the second, third, and fourth paragraphs of the will were void, and that the heirs at law were entitled to the whole of the residue of the estate, and directed judgment accordingly. The executor and legatees appealed from an order denying their motion for a new trial.

This will was before us in the case of Duxbury v. Shanahan, 84 Minn. 353, 87 N. W. 944, but was not construed. The question to be determined on this appeal is this:

Are the several bequests made by this will valid by the laws of this state?

The main purpose of the testator, as disclosed by the evidence and the will itself, is manifest. It was to assist in the education of priests for his church. This intention of the testator, clearly and deliberately expressed, ought to be given effect by the courts of the state, if it can be done consistently with the laws thereof. The general question for our decision involves a consideration of two minor ones:

First. Are the bequests to the bishops for the education of priests for their respective dioceses gifts to them direct and abso-' lute, or in trust?

[208]*208Second. If in trust, are the trusts forbidden by our statute?

1. It is the contention of the appellants that the bequests were gifts to the bishops, direct and absolute, — not to them personally, but officially, to be used by them, respectively, in their discretion, for the purpose named in the will; that the use to be made of the gifts indicated in the will is merely the motive which induced the testator to make them, hence no trust was created by the will. It appeared from*the evidence that it is the duty of the bishop to provide priests for the several churches of his diocese, and to pay the expenses of their education, unless otherwise provided for by their relatives or friends, and that this duty was known to the testator. The conclusion which counsel for appellants claim to logically follow from such fact and the provisions of the will is this: “When it is in fact, and is known to the testator to be, the duty of the bishop to educate and pay for the education of men for the priesthood in his diocese, and such testator bequeaths to the bishop and to his successor a sum- of money to be used in paying for such education, without any restriction or limitations, and without directing the manner in which, or the time when, such bequests shall be used, leaving the disposition of the fund to the discretion of the bishop, no trust is created; and the designation in the will of the purpose for which the bequest shall be used is only evidence of the motive that inspired the bequest, and of the confidence of the testator that the legatee will use it for the purpose stated, instead of for other official purposes to which it might be applied, had such motive not been expressed.” If the bequests in this case had been made to a corporation organized for the purpose for which the gifts were made, — the education of young men for the priesthood,- — this conclusion would be correct, and the corporation would take the bequests absolutely, as the beneficiary, and not in trust. The authorities cited by the appellants in support of their contention are to this effect.

But it by no means follows, as counsel claim, that because a corporation would take such bequests as a beneficiary, and not as a trustee, an individual legatee would so take the gifts. It sounds plausible to say that a natural person has the same right to take bequests to aid him in the transaction of his legitimate business [209]*209that a corporation has. The difference, however, between an individual and corporation, in the supposed case, is manifest. The corporation would be expressly organized and authorized by law to do the work for which the bequests were made, and, should it abuse its franchise, it- could be dissolved. Not so in the case of an individual. The distinction is clearly illustrated by the case of Lane v. Eaton, 69 Minn. 141, 71 N. W. 1031. The court held in that case that a devise to two individuals (naming them), or the survivor of them, in trust for the use of the Salvation Army at St. Paul, was a gift in trust, and void, because the beneficiaries were uncertain; but it was held that a devise to an incorporated church, which was authorized to acquire property by gift' for mission purposes, to aid the cause of home and foreign missions equally, was a direct gift to the church, and not in trust, and for that reason alone valid.

Now, the legatees in this case, the bishops, do not occupy any civil official nosition, nor is either a corporation, sole or otherwise; hence, in determining the legal effect of the will, they must be regarded as private individuals. The same test must be applied to this will, for the purpose of determining whether the bequests are gifts absolute to the legatees, or in trust, as if their ecclesiastical titles were omitted therefrom. This test is whether the will shows upon its face that the education of priests was simply the motive for making the bequests, or whether the gifts were to be used for that purpose at all events, leaving the legatees no discretion whether they should be so used or not.

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Cite This Page — Counsel Stack

Bluebook (online)
92 N.W. 948, 88 Minn. 202, 1903 Minn. LEXIS 378, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shanahan-v-kelly-minn-1903.