Sias v. Van Alyea

58 N.W.2d 477, 244 Iowa 1209, 1953 Iowa Sup. LEXIS 354
CourtSupreme Court of Iowa
DecidedMay 5, 1953
DocketNo. 48183
StatusPublished
Cited by17 cases

This text of 58 N.W.2d 477 (Sias v. Van Alyea) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sias v. Van Alyea, 58 N.W.2d 477, 244 Iowa 1209, 1953 Iowa Sup. LEXIS 354 (iowa 1953).

Opinions

Bliss, J.

The first five applicants, as named in tbe title, are nieces, nephews and a grandnephew of, and sole beneficiaries under the will of, Florence L. Small, deceased’s widow, who died April 20, 1949. The two applicants last-named are sisters, and are nieces of, and the sole heirs-at-law of, the deceased, W. B. Small.

Dr. W. B. Small, of Waterloo, Iowa, executed his will on June 26, Í936. He died October 9, 1939, and his will was probated on October 23,1939. He was survived by no relatives other than his widow and the two nieces above-noted. Doctor Small nominated his friends John S. Tuthill, J. E. Johnson, Robert W. Waite, and Car letón Sias as executors of his will and directed that they be appointed trustees to carry out the terms of the will, with power in the remaining trustees to fill any vacancies among them, with approval of the court. Mr. Sias and Mr. Waite alone qualified as executors, as the other two nominees predeceased the testator. On the petition of the widow, Mr. Sias and Mr. Waite, the two last-named, were appointed by the court trustees of the will on November 12, 1942, and thereafter qualified and have since performed the duties of trustees. The estate having been fully administered, the final report of the executors was approved and estate was closed, and the executors were discharged by order of the court on November 16, 1942.

The will of Doctor Small, after providing for some minor bequests, directed as follows:

“Item 5. All the rest, residue and remainder of my estate of every kind and nature, both real and personal, I give, bequeath and devise to the executors and trustees hereinafter named for the use and benefit of my wife, Florence L. Small, and I direct my said executors and trustees to pay to my said wife * * * the income from said property, and- in the event that they should find that her needs require the payment of a part of the principal in addition to said income that they are permitted to pay [1214]*1214ber from my estate such additional amounts as in their opinion they consider • just, proper and right.
' “Item 6. Upon the death of my said wife, Florence L. Small, I direct that all property, both real and personal then remaining in my estate shall be held in trust as follows:
■ “I direct that my said trustees or their successors shall distribute annually or semi-annually as they may see fit, the income thereof to such persons and for such purposes as they may feel is directed by God the Father, Jesus Christ the Son and Holy Spirit, and as they believe would be acceptable to me and meet my approval were I able to give it, they to be at liberty to choose and change the beneficiaries as said trustees may from time to time unanimously decide, it being my desire, intention and direction that said fund shall continue permanently and forever, and only the income thereof shall be used for the disbursements herein contemplated, and nothing herein shall prevent said trustees from allowing said income to accumulate in the event they do not find a suitable beneficiary as herein stated.
“By way of explanation it is my desire that any disbursements made under this paragraph shall be made to persons who believe in the fundamental principles of the Christian Religion and in the Bible and who are endeavoring to promulgate the same.”

The widow filed her written acceptance of the will, and during the approximately ten years that she survived Doctor Small the trustees, as provided by the will, paid her the income of the residuary estate and about $10,000 from the principal of the trust. At her death there remained in the control and possession of the trustees real and personal property of an approximate value of $70,000.

On June 3, 1949, the petitioners filed their application for judgment and decree declaring the trust provision invalid, and alleged the following reasons therefor, in substance, paragraph 7: (a) Incapability of enforcement by the court because the beneficiaries are impossible of ascertainment.

(b) The purposes to which the income shall be devoted are impossible of ascertainment by the court.

[1215]*1215(e)The direction that the fund shall continue forever violates the rule against perpetuities.

(d) The direction to pay the income to such persons and purposes as the trustees believe would be acceptable to the testator is incapable of being performed and is- invalid since neither the court nor the trustees can make a will for the testator.

(e) The trust cannot be performed and -is therefore invalid since Item 6 does not specify how much of the income shall be devoted to “purposes” and how much to “persons.”

(f) Persons who believe in the fundamental principles of the Christian Religion and in the Bible are impossible of objective ascertainment since what one believes is hidden in his mind.

(g) The trust requires no charitable purpose to be served, and does not name an ascertainable class:

(h) It is impossible for the court or the trustees to determine what persons are promulgating the fundamental principles of the Christian Religion and of the Bible because of the lack of widespread agreement as to what constitutes such fundamental principles.

(i) Assuming that there is a definitely ascertainable class who believe in such fundamental principles, the giving of money to its members selected by the trustees without regard to their financial need nor to the purpose to which they will devote the money does not constitute a charitable purpose nor promote the public welfare.

(j) Assuming that Item 6 is a valid private trust, it is void because it violates the rule against perpetuities.

Division I of the answer filed by the trustees to the application admits the first six paragraphs thereof, but denies the seventh, set out above, and each lettered subdivision. Division II of the answer alleged matters pertaining to the life of Doctor Small and the administration of his estate, the material portions of which we have stated herein. The reply of the applicants admits these allegations, but denies the enforceability and validity of the trust.

The burden of proof in the trial was on the petitioners, and their opening statement was as follows: “It is the position of the petitioners * * # that there is no competent evidence to be [1216]*1216offered in this action. That the court may, under the law, take judicial notice of all matters necessary for the court to determine this case, so at this point the petitioners rest.”

The records and files in the estates of Doctor and Mrs. Small were received in evidence by agreement subject to any objection, other than that of competency. The relationship of the petitioners to the deceased and his widow was admitted. To show the circumstances surrounding’ the deceased at the time of the execution of the will and as explanatory of Item 6, evidence concerning Doctor Small’s life, character, work, church and kindred religious activities, charities and other endeavors was received subject to objections. This testimony was given largely by Mr. Cohagan, age 66, for trustees. The witness came to Waterloo in April 1920 as general secretary of the Y.M.C.A., in which position he continued for over twenty-one years before retirement. lie affiliated in 1920 with the Grace Methodist Church at Waterloo, of which Doctor Small had been a member since 1890.

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Bluebook (online)
58 N.W.2d 477, 244 Iowa 1209, 1953 Iowa Sup. LEXIS 354, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sias-v-van-alyea-iowa-1953.