Spalding v. St. Joseph's Industrial School

54 S.W. 200, 107 Ky. 382, 1899 Ky. LEXIS 186
CourtCourt of Appeals of Kentucky
DecidedDecember 9, 1899
StatusPublished
Cited by33 cases

This text of 54 S.W. 200 (Spalding v. St. Joseph's Industrial School) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Spalding v. St. Joseph's Industrial School, 54 S.W. 200, 107 Ky. 382, 1899 Ky. LEXIS 186 (Ky. Ct. App. 1899).

Opinion

JUDGE DuRELLE

delivered the opinion of the court.

In February, 1868, B. J. Spalding, a priest of the Roman Catholic Church, made Ms will, the validity of which is in question on this appeal. In August of the same year he died, domiciled in Jefferson county, and in the same month his will was admitted to probate. It is as follows:

“In the name of the Father, Son and Holy Ghost, Amen. I, B. J. Spalding, mindful of the uncertainty of life, do make and establish this, my last will and testament. I bequeath to my brother, the Most Rev. M. J. Spalding, Archbishop of Baltimore, all my real, personal and mixed estate; and all I may die seized of, for charitable objects, [387]*387to- be expended for said objects in this diocese of Louisville, according to his discretion; and I hereby appoint my said brother the sole executor, without any security, of this, my will. Bone at Louisville, Ky., this 27th day of February, 1868, and signed in my own handwriting. B. J. Spalding.”

By deed dated May 26, 1871, the devisee conveyed the estate to the appellee, the St. Joseph’s Industrial School for Boys of the City of Louisville, a corporation which he had procured to be organized for the purpose under the general law. By this deed the will of B. J. Spalding was referred to, and the object of the devise recited in the language of the will. The deed further recited that “in the exercise of the said discretion the party of the first part doth carry out and apply the said trust as follows.” Then follows a conveyance of the entire estate of the testator to the industrial school, “in trust, however, for the following charitable objects in the diocese of Louisville.” Then follows a direction to pay the sum of $500 each to seven named charitable institutions, making an aggregate of $3,500. Then follows a provision that all the residue of the estate shall be held in fee simple and absolute right by the appellee corporation “for the purposes of its especial charity, as declared in its articles of incorporation,” with power to sell and reinvest as the board of trustees might deem most advantageous, with a provision that, until the new institution should be founded and put in operation, the net income of the estate should be paid to the Orphan Asylum of St. Thomas, upon certain conditions; such appropriation of the income to in no event continue longer than five years from the date of the deed. It was then provided that after the establishment of the school the entire net income of the estate should be ex[388]*388pended for its benefit, and if the school should not be put in operation, at least on a small scale, within five years, the board of trustees were to retain in their hands the entire income and estate for increase and reinvestment until the industrial school should “be actually established and opened with the approval and under the auspices of the Roman Catholic bishop of Louisville for the time being,” after which the entire proceeds were to be applied to its maintenance. There was a further provision that none of the principal should be applied to the purpose of the corporation until the expiration of five 3rears, and then not more than half of such principal.

The object of the corporation organized under the act of March 15, 1870, was declared to be “to receive and train up to virtue, industry and learning orphans and other destitute boys who may be committed to its charge at a house and on a farm to be obtained in Jefferson county, Kentucky, and to. be' called the St. Joseph’s Industrial School for Boys of the City of Louisville.” After providing in article 3 and 4 for a board of trustees and for officers, and the filling of vacancies in the board by the remaining members thereof, it was provided by article 5 that whenever, “with the approval of the Roman Catholic bishop of Louisville for the time being, the said industrial school mentioned in article 2 shall be opened and put into operation, the1 Roman Catholic bishop of Louisville and his successors shall have the full control and management of the discipline and regulation of said school, and he shall be ex-officio president of the board of trustees.”

On January 30, 1895, appellants, who are a large number of the collateral kindred and heirs of B. J. Spalding, filed their petition in equity against the St. Joseph’s In[389]*389dustrial School, the trustees thereof, the Roman Catholic bishop of Louisville and the other heirs of B. J. Spal-' ding. The petition waives all question as to thq legality, of the payments of $3,500 made to the various charitable institutions named in the deed, but seeks the division of the remainder of the estate and its accumulations among the heirs of the testator, upon the ground that the will is so vague and indefinite that it is impossible to ascertain the intention of the testator. The petition, as amended, further avers that the executor named in the will did not act in accordance with the intention of the testator in so far as it was expressed in the will, in that his deed did not provide for expending the estate of the testator for objects of charity, but, on the contrary, it provided that it should, in great part, remain unexpended; that while the articles of incorporation in the title seem to limit the benefits of the institution to boys of the city of Louisville, the articles do not limit such benefits even to boys of the diocese of Louisville, which embraces the greater part of the State of Kentucky, and there is no provision in the deed or the articles that the instruction and training provided for shall be gratuitous, or at a charge less than is usual in other schools. It further avers that the articles of incorporation were void, as not executed in accordance with the law; that the appellee corporation and its trustees have wholly failed to carry out the intention of the testator or the executor, by failing to take any steps to found the school, or to expend any part of the fund for the purposes named in the articles, but, in violation of the intent and direction of the testator and the executor, have converted the property into an untaxed perpetuity, answering no charitable purpose; that the delay of twenty-seven years 'since the death of [390]*390the testator, and of nearly twenty-four years since the conveyance of the property, was unreasonable and unnecessary, and in violation of the articles; and that the rights of the corporation under its articles have lapsed by nonuser and failure to carry out the purposes of its incorporation. It is further averred that-for these reasons the articles of incorporation are void and of no effect, under section 191 of the present Constitution. A further complaint is that the trustees are hostile to the establishment of the school, and the appellee McCloskey, who, as bishop of Louisville, is ex officio chairman of the board, and whose approval is required by the articles to the establishment of the school, is- also unfriendly to the establishment thereof, and has used his influence to prevent it.

This suit has two aspects; the prayer being for an accounting for the estáte and its increase, and a distribution of it among the heirs of the testator, and, further, in the event the* court should hold that the trust in favor of appellee corporation is valid and enforceable, that the trustees be directed to establish and put the school in operation.

A motion to require the appellants to paragraph their petition was overruled, and we think this action was proper.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Smith v. Snow
106 S.W.3d 467 (Court of Appeals of Kentucky, 2002)
Bank of Maysville v. Calvert
481 S.W.2d 24 (Court of Appeals of Kentucky, 1972)
Hoenig v. Newmark
306 S.W.2d 838 (Court of Appeals of Kentucky, 1957)
Druker v. Levy
262 S.W.2d 681 (Court of Appeals of Kentucky, 1953)
Epperson v. Clintonville Cemetery Co.
199 S.W.2d 628 (Court of Appeals of Kentucky (pre-1976), 1947)
Boyd v. Frost National Bank of S.A.
196 S.W.2d 497 (Texas Supreme Court, 1946)
Stoeer v. Meyer
147 S.W.2d 1041 (Court of Appeals of Kentucky (pre-1976), 1941)
Shrader v. Erickson's
145 S.W.2d 63 (Court of Appeals of Kentucky (pre-1976), 1940)
Hedin v. Westdala Lutheran Church
81 P.2d 741 (Idaho Supreme Court, 1938)
City of Paducah v. Gillispie
115 S.W.2d 574 (Court of Appeals of Kentucky (pre-1976), 1938)
Bush's v. MacKoy
103 S.W.2d 95 (Court of Appeals of Kentucky (pre-1976), 1937)
Ruehl v. Davidson's
34 S.W.2d 937 (Court of Appeals of Kentucky (pre-1976), 1931)
Owens v. Owens'
32 S.W.2d 731 (Court of Appeals of Kentucky (pre-1976), 1930)
Gooding v. Watson's Trustee
31 S.W.2d 919 (Court of Appeals of Kentucky (pre-1976), 1930)
Russell v. Tyler
6 S.W.2d 707 (Court of Appeals of Kentucky (pre-1976), 1928)
E. Henry Wemme Co. v. Selling
262 P. 833 (Oregon Supreme Court, 1927)
Gill's v. Woman's Club
266 S.W. 378 (Court of Appeals of Kentucky, 1924)
State Bank & Trust Co. v. Patridge
248 S.W. 1056 (Court of Appeals of Kentucky, 1923)
Davis v. Bush
249 S.W. 327 (Court of Appeals of Kentucky, 1923)
Goldberg v. Home Missions of the Presbyterian Church
248 S.W. 219 (Court of Appeals of Kentucky, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
54 S.W. 200, 107 Ky. 382, 1899 Ky. LEXIS 186, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spalding-v-st-josephs-industrial-school-kyctapp-1899.