State v. Griffith

2 Del. Ch. 392
CourtCourt of Chancery of Delaware
DecidedMarch 15, 1847
StatusPublished
Cited by17 cases

This text of 2 Del. Ch. 392 (State v. Griffith) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
State v. Griffith, 2 Del. Ch. 392 (Del. Ct. App. 1847).

Opinion

Johns, Jr., Chancellor.

The question submitted in the case stated respects—-first, the validity of the devise, and secondly, the power of this Court to execute it.

It is admitted to be a devise to charitable uses. The statement of the case does not specifically question the devise as to the quantity or interest of the estate, but regards the invalidity of the devise.

In the points presented the complainant insists that the estate devised in trust is a fee simple in the trustees; and that if the fee did not vest in them, still the whole beneficial interest in the said real estate is devised to charity. The defendants, in their second point, allege that the real estate was devised, as aforesaid, simply to hold and manage the same. I shall, therefore, before considering the general question, advert to this aspect of the ease.

The words of the will in the 18th Item, “ all the balance or residue of my estate, real, personal and mixed in trust,” I have no doubt gave the legal estate in fee. The power to sell was added and the purchase money directed to be invested in order to create a permanent fund, the annual income thereof being appropriated to certain uses. I also consider that the codicil Ho. 2 revokes the power of sale without disturbing the devise of the legal estate,and annuls the uses declared by the will, substituting, in lieu thereof, a new and distinct object of charitable use, with authority to the trustees to manage the estate and receive the income, to be applied to the charitable use by agents appointed by the Orphans’ Court or the Levy Court ,of Kent County. The testator evidently intended a trust for a charitable use, and has used words which by adjudged cases are sufficient to vest a fee in the trustees. They were persons capable of taking, but have refused the trust. Can their refusal defeat the testator’s will or destroy the trust, supposing the [399]*399devise and the trust in all other respects valid ? The uniform course and action of a court of chancery, which never allows a trust to fail for want of a trustee, negatives the idea. Therefore, it is immaterial whether the legal estate be in the trustees or descends to the heirs: the trust, being created and incident to it,will be enforced by the Court unless it be invalid from some other cause.

I shall now consider the other causes relied on as rendering the devise invalid.

1. The first is that the testator has designed and attempted to create a perpetuity, and to render said real estate for ever inalienable, contrary to and in violation of the plain rules of law on the subject. The case stated admits the devise in trust to be for a charitable use, which is an éstate or interest that does not fall within the scope of the reasoning on which the rule against perpetuities rests. In Lewis on the Law of Perpetuities p. 663 (Law Lib.,) it is said; “when, either from circumstances extrinsic to a limitation or from the character of its subject matter, a sufficient guarantee exists against any violation of the spirit of the law for the prevention of remoteness, their force and applicability, with respect to any such limitation, cease so far as concerns the necessity for expressly conforming it to the period prescribed by law. This consideration seems to apply to the three following classes of limitations: 1. limitations executory or by way of remainder after or in derogation of estates tail; 2. limitations whose subject matter is of limited endurance; and 3. limitations in mortmain and to charitable uses.”

It is apparent that until the Statute of 9 Geo. II, little restraint was imposed on alienations of lands for charitable uses. At that period,as Sir William Blackstone remarks, (2 Bl. Com. 263,) it was apprehended that persons ón their death beds might make large and improvident dispositions, even for these good purposes,and defeat the political ends [400]*400of the statutes of mortmain; and,in the words of Mr. Jar-man(l Jarman on Wills 198),“it appears to have been considered, that this disposition would be sufficiently counteracted by preventing persons from aliening more of their lands than they chose to part with in their life time ; the supposition evidently being that men were in little danger of being perniciously generous at the sacrifice of their own personal enjoyment, and when uninfluenced by the near prospect of death.”

In England, after the Statute of 9 Geo. II ch. 36, all testamentary charitable provisions out of real estate,or chattels savoring of the realty,were prohibited; and restrictions were imposed on like provisions by instruments inter vivas. Lewis on Perp. 691; (Law Lib.)

The mortmain acts did not extend to the British Colonies ; and Sir William Grant says, in Atty. Gen’l. vs. Stewart, 2 Mer. 164, that, in its causes, objects, provisions, qualifications and exceptions,it is a law wholly English,calculated for purposes of local policy, complicated with local establishments, and incapable, without great incongruity in its effect,of being transferred,as it stands, into the code of any other country.

It thus appears that, anterior to the Statute of 9 Geo. II, ch. 36, a devise of land to charitable uses was not invalid, and was only rendered so by the provisions of that act; and further, that the rule of perpetuity was inapplicable. Regarding, therefore,the law and equity of the case as subject to the common law and principles of equity bearing upon it,in the state of Delaware, unless some legislative act of our own has varied the subject of devises to charitable uses, as has been done in England, the objection to the validity. of the devise cannot be sustained on the ground that it creates a perpetuity.

It may be expedient here to notice the only acts of legislation which appear to have any bearing upon this case, especially as one of them,with respect to religious societies, [401]*401resembles, in its provisions,the Statute of 9 Geo. II. The acts to which I have reference are to be found in the Dig. Del. Laws (1829), 457-9, under the title “ Religious Societies.” The first is entitled “ An act for the enabling of religious societies of protestante within this Government to purchase lands for burying grounds, churches, houses for-worship,schools,” &c.,passed in 17 Geo. II. The peculiar phraseology of the title of this act may be supposed to imply a negation of charitable uses. The provisions of the act are confined to religious protestant societies. It was an act of the Colonial Assembly, intended for the benefit of such religious societies, being protestant, as were not of the Church of England. The latter,being established by law, had a legal existence, and was secure in the enjoyment of its legal rights : the former, although tolerated, it was supposed had not a legal capacity, either to receive or protect any temporal rights. Besides, cases had occurred in which decisions had been made adverse to temporal interests of protestant religious societies not of the established church. Attorney General vs. Richard Baxter, 1 Eq. Ca. Ab. 96; 1. Vern. 248. There is no protection for charitable uses to any religious body not belonging to the established church except under the Toleration Act. Loyd et al. vs. Spillet, 3 P. Wms. 344, in 1734, as to dissenters. Atty. Genl. vs. Andrews, 1 Ves. Sr. R. 225, by Lord Hardwieke in 1741, as to Quakers. The Atty. Genl. vs. Cock, 2 Ves. Sr. R.

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Bluebook (online)
2 Del. Ch. 392, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-v-griffith-delch-1847.