Swalley's Estate

23 Pa. D. & C. 629, 1935 Pa. Dist. & Cnty. Dec. LEXIS 173
CourtPennsylvania Orphans' Court, Erie County
DecidedJuly 2, 1935
Docketno. 250
StatusPublished

This text of 23 Pa. D. & C. 629 (Swalley's Estate) is published on Counsel Stack Legal Research, covering Pennsylvania Orphans' Court, Erie County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Swalley's Estate, 23 Pa. D. & C. 629, 1935 Pa. Dist. & Cnty. Dec. LEXIS 173 (Pa. Super. Ct. 1935).

Opinion

Waite, P. J.,

Mary Jane Swalley died testate January 5,1907. Her will was duly probated and letters testamentary issued to George C. Zindel and J. E. Swalley who administered the estate and on January 11, 1908, filed a final and distribution account which was duly confirmed.

The fourth clause of the decedent’s will is as follows:

“Fourth, I give, devise and bequeath to the trustees of the Christian Church of Fairview Township, County of Erie and State of Pennsylvania and their successors in office five hundred (500) dollars, in trust forever, and I stipulate that they the said trustees and their successors in office shall meet and place the said bequest out at interest on good and real Security, and pay the interest tharefrom and thareof from time to time as the same shall be received by the said trustees, for the support, expense and maintenance of the said Christian Church organization afforsaid, and the said trustees shall make a public report anually to the congregation of said church in the usual place of meeten as follows, To wit: — to whoon loans from this bequest have been mad and what rate of interest and the amount of income received tharefrom since the last anual report and to what purpose said income had been applied.”

The will also contains in the fifth clause, inter alia, the following residuary bequest:

“I aliso give and bequeath to Jesse Earl Swalley whatever may be left of my estate after all of my legacies are paid off.”

The said account shows that the $500 bequest in the above-quoted fourth clause was paid to the said trustees of the Fairview Christian Church and the residue and remainder of the personal estate amounting to $1,565.29 was paid to said Jesse Earl Swalley.

The matter is now before the court on a petition of the trustees of the said church reciting, inter alia, that the said church building was destroyed by fire several years ago; that the congregation of said church has been re[631]*631duced to so small a number that it is impracticable to continue said organization and that a dissolution of the said church is about to take place; that the trustees of the church have invested said fund in a bond of the Masonic Temple Building Association of Erie, Pennsylvania ; that the said church on February 23,1934, passed the following resolution: “that we, the members of the Fairview Christian Church authorize the following trustees— Fred Anderson, W. E. Nason, I. J. Pratt — to transfer the Mrs. Mary Jane Swalley endowment fund (bond of Masonic Temple of Erie, Pennsylvania, due in 1950) from the Fairview Christian Church to the Erie Christian Conference”; that the Congregational Church and the Christian Church have heretofore merged and as a result of said merger the legal name of the Erie Christian Conference is now “Grand River Association”. The petition concludes with the prayer that the petitioners be authorized and directed to transfer the said $500 bond of Masonic Temple Building Association to the Grand River Association of the Congregational-Christian Church.

To this petition no answer was filed but the said residuary legatee filed a demurrer as follows: “That the allegations set forth in said petition show that the legacy therein referred to has now lapsed, and by reason of said lapsing has now become the legal property of this demurrant.”

A demurrer is an admission of all matters properly pleaded. At the argument it was urged on behalf of the demurrant that the statement in the petition as to the merger of the Erie Christian Conference in the Grand River Conference is a conclusion and not a fact. With this we do not agree. It is as much a statement of fact as would be a statement of the fact of a marriage and not having been denied by the answer must be taken as true without further proof.

In our opinion the doctrine of cy pres — meaning as nearly as possible — applies to the facts in this case.

[632]*632In 3 Pomeroy on Equity (4th ed.), sec. 1027, it is said:

“In administering charitable gifts, the English courts have leaned so strongly in favor of sustaining the trusts, even when the donor’s specified purpose becomes impracticable, that they invented at an early day, and have fully established, the so-called doctrine of cy-pres. The doctrine may be stated in general terms as follows: Where there is an intention exhibited to devote the gift to charity, and no object is mentioned, or the particular object fails, the court will execute the trust cy-pres, and will apply the fund to some charitable purposes, similar to those (if any) mentioned by the donor. Tf the donor declare his intention in favor of charity indefinitely, without any specification of objects, or in favor of defined objects which happen to fail from whatever cause, —even though in such cases the pai’ticular mode of operation contemplated by the donor is uncertain or impracticable, — yet the general purpose being charity, such purpose will, notwithstanding the indefiniteness, illegality, or failure of its immediate objects, be carried into effect.’ In the first kind of eases, where the donor has specified no object, the court will determine upon some scheme which shall carry out the general intention; in the second kind, where the donor’s specified object fails, the court will determine upon another object similar to that mentioned by the donor. A limitation upon the generality of the doctrine seems to be settled by the recent decisions, that where the donor has not expressed his charitable intention generally, but only by providing for one specific particular object, and this object cannot be carried out, or the charity provided for ceases to exist before the gift takes effect, then the court will not execute the trust; it wholly fails.”

See also 5 R. C. L. 364-368, and annotation in 38 A. L. R. at pages 44-51.

The cy pres doctrine is recognized by many early Pennsylvania authorities. See In re Petition of Trustees of [633]*633the Lower Dublin Academy, 8 W. N. C. 564, and cases cited including Philadelphia v. Girard’s Heirs, 45 Pa. 9, and Witman v. Lex, 17 S. & R. 88.

Its principles have been subsequently defined and adopted in certain instances as the law of this Commonwealth by section 10 of the Act of April 26, 1855, P. L. 328, destroyed pro tanto by the Act of July 7,1885, P. L. 259, restored by the Act of May 9,1889, P. L. 173, and reenacted almost in totidem verbis by the Act of May 23, 1895, P. L. 114. See Toner’s Estate, 260 Pa. 49.

It is urged on behalf of the demurrant that, as the church has been destroyed by fire and the present trustees admit that it will be impracticable to continue said church organization, therefore the object of the trust has ceased, there is a reversion to the said estate, and this fund (the bond of the Masonic Temple Association of Erie, Pennsylvania) should be assigned to demurrant, Jesse Earl Swalley, the residuary legatee. With this we cannot agree. By a reference to the fourth clause of the will quoted above it will be noted that the bequest in question is to the “trustees . . . and their successors in office . . . forever” and not to the church, and that the “income” from the bequest is to be “received by the said trustees for the support, expense and maintenance of the said Christian Church organization.” (Italics ours.)

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Bluebook (online)
23 Pa. D. & C. 629, 1935 Pa. Dist. & Cnty. Dec. LEXIS 173, Counsel Stack Legal Research, https://law.counselstack.com/opinion/swalleys-estate-paorphcterie-1935.