State Bank & Trust Co. v. Patridge

248 S.W. 1056, 198 Ky. 403, 1923 Ky. LEXIS 483
CourtCourt of Appeals of Kentucky
DecidedMarch 23, 1923
StatusPublished
Cited by9 cases

This text of 248 S.W. 1056 (State Bank & Trust Co. v. Patridge) 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
State Bank & Trust Co. v. Patridge, 248 S.W. 1056, 198 Ky. 403, 1923 Ky. LEXIS 483 (Ky. Ct. App. 1923).

Opinion

Opinion of the Court by

Judge Thomas

-Reversing.

In December, 1920, Delia E. Patridge died testate and a resident of Madison county. Sbe bad never married and consequently left no descendants, and ber only surviving collateral beir was ber-brother, tbe appellee and plaintiff below, E. E. Patridge. After tbe will was duly probated be filed this equity action in tbe Madison circuit court against tbe executor, tbe defendant and appellant, State Bank and Trust Company, to obtain a [404]*404construction of the will, and in his petition he alleged that its last and residiiary clause was void for uncertainty, and because thereof the testatrix died intestate as to the property included, therein and that he, as her only heir, was entitled to it. That clause was copied into the body of the petition and there was filed as an exhibit therewith a certified copy of the will. The executor filed a demurrer to the petition, which was overruled by the court, and defendant declining to plead further judgment was entered declaring the attacked clause invalid and adjudging that plaintiff, as the only heir of his ■sister, was entitled by inheritance to the property attempted to be disposed of by it. Complaining of that judgment, defendant prosecutes this appeal.

The will makes a number of specific bequests, including one thousand dollars ($1,000.00) to plaintiff, and it closes with the residuary clause in question, which says: “All the residue of my estate, both that now in my possession and whatever I may fall heir to, I wish to have placed in the hands of some person or persons who will use it as a trust fund to assist aged unmarried women, preferably teachers, so that their last days may not be made miserable by extreme poverty.” It will thus be seen that the only question presented is the validity of that clause.

Our statute relating to charitable trusts is section 317 of the present statutes, and which in its present form is of long standing in this- Commonwealth. It is substantially the same as the English statute of 43 Elizabeth, which it has often been held became a part of the common law of this country; and it is a familiar fact to all practitioners that the English statute was enacted to curb the acquisitions of eleemosynary corporations operating under the guise of charities which had gained wide prevalence in the mother country. It is likewise a familiar fact that the English statute as well as those of the states patterned after it, including ours, have been uniformly given a liberal construction by the courts so as to carry out if possible the humane and charitable purposes of the donor of the trust, and further, that no such trust will be permitted to fail for the want of a trustee. The principles and rules by which this court has been guided in such cases are set forth and sustained by the cases hereinafter cited. So zealous were the English courts, as well as those of some of the states of the union, to carry out the general purposes of the [405]*405donor they adopted and applied what is known as the cy pres doctrine, but which has been discarded in this Commonwealth. Adams v. Bohon, 176 Ky. 66. Under that doctrine the funds composing the trust are permitted to be expended for a charitable purpose though no specific one is expressly named, with certain qualifications and modifications which are not now necessary to refer to.

Notwithstanding the liberal disposition of the courts in such cases, and in view of the cy pres doctrine not prevailing with us, this court has held in a number of oases that where the purposes and objects of the contemplated charity are not named and where the grant, conveyance, devise, gift, appointment or assignment to the charitable prrrpose does not point out “with reasonable certainty, the purposes of the charity and the beneficiaries thereof,” as required by our statutes, the charity will fail for want of sufficient certainty in its attempted creation; in which case the property will be treated as if no attempt was made to devote it to a. charitable purpose.

Therefore, in case of a will such an ineffectual attempt has the effect of leaving the property undisposed of and subject to descent under the statute of inheritance, which is the contention of plaintiff in this case. As representatives of the class of cases from this court so holding, and upon which plaintiff relies, are those of Spalding v. St. Joseph’s Industrial School, 107 Ky. 382; Gerick’s Executor v. Gerick, 158 Ky. 478, and Simmon’s Executor v. Hunt, 171 Ky. 307. Other cases will be found cited in those opinions.

In the Spalding case the provision in the will was. “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, to 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. ’ ’ An exhaustive consideration and discussion of the question was made by the learned judge who wrote the opinion, in which a number of cases from this and other courts are cited, and the conclusion was reached that the devise was void for uncertainty, because, in the language of the opinion, “It selects no class or individual out of the wide range of objects which, under the decisions of this court, can be considered charities. It does not even provide that it shall be given to [406]*406a charitable use, the provision being that it shall be expended for charitable objects. We can not tell whether the object selected by the executor would be approved by the testator, for no guide is left us by him from which to ascertain his desire.”

In the Geriek case the clause of the will under consideration provided: “I hereby appoint 'Henry Schoo, Jr., to be my executor of this my last will, without bond, and to dispose of all my other possessions according to his judgment for good and charitable purposes.” The court, in its opinion, referred to the Spalding case and to the one of Coleman v. O’Leary’s Executors, 24 Ky. L. R. 1249, and in which the trust fund consisted of $3,000.00 “to be applied to any charitable uses,” and it was held that the clause in the will was in effect nothing more than a creation of a power of attorney for the executor or trustee to make a will for the testator, the opinion saying: “To do so (hold the clause valid) would be a plain violation of the letter and spirit of the statute, which requires that the beneficiaries, as well as the purposes of the bequest, shall be pointed out with reasonable certainty.”

The will in the Simmons case said: “Everything else I own goes to charity. I leave that to my brother, Sam, to give out.” The property so attempted to be devised amounted to $80,000.00. The court, in denying validity to that clause, said: “That the residuary clause in the will of W. H. Simmons is void for uncertainty under section 317 of the Kentucky Statutes is so manifest that no contention is or could reasonably be made otherwise,” citing the Spalding and the Geriek cases, supra.

On the contrary counsel for the executor relies on the cases of Crawford v. Thomas, 114 Ky. 484; Thompson v. Brown, 116 Ky. 102; Leak v. Leak; 25 Ky. L. R. 1703; Kasey v. Fidelity, etc., Co., 131 Ky. 609; Green’s Admr. v. Fidelity, etc., Co., 134 Ky. 311; Greer v. Synod, 150 Ky. 155; Miller v. Tatum, 181 Ky. 490, and Kratz v. Slaughter’s Executor, 185 Ky. 256.

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Bluebook (online)
248 S.W. 1056, 198 Ky. 403, 1923 Ky. LEXIS 483, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-bank-trust-co-v-patridge-kyctapp-1923.