Thomson's Executors v. Norris

20 N.J. Eq. 489
CourtSupreme Court of New Jersey
DecidedMarch 15, 1869
StatusPublished
Cited by7 cases

This text of 20 N.J. Eq. 489 (Thomson's Executors v. Norris) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thomson's Executors v. Norris, 20 N.J. Eq. 489 (N.J. 1869).

Opinion

The opinion of the court was delivered by

The Chief Justice.

The widow and next of kin of the late John R. Thomson, claim in this suit the right, certain specific and pecuniary legacies having been paid, to dispense with his will, and distribute among themselves, in proportions which they have agreed upon, the entire residue of his estate. In pursuance of this view of their rights, these parties entered into an agreement under seal, by force of which the widow is to take two thirds of this residue of the property, and the next of kin, being the brother and three sisters of the testator, the remaining third part. It was to enforce this contract against Mr. Thomson’s executors and trustees, that the bill in this cause was filed.

The argument, before this court, in behalf of the complainants went upon three grounds: first, that one of the provisions of the will was, from an intrinsic defect, invalid; second, that a power of appointment conferred by the will upon the widow, could be legally released by her; and third, that at all events, the contract between the widow and next [522]*522of kin had been legalized by an act of the legislature of this state.

The first of the grounds thus taken, has reference to that clause of the will which, with regard to a certain portion of the accumulated income of the estate, declares, that the testator’s widow shall be authorized and empowered, by her last will and testament, to give and devise the same among such benevolent, religious, or charitable institutions as she may think proper.” Such a bequest, upon the most familiar principles, is not to be sustained except upon the theory that it constitutes a gift to a charitable use. Is the purpose indicated, then, a charity in a legal point of view ? I do not understand that there is any difference whatever between the common law of England and the law of this state upon the point as to what constitutes the legal definition of a' charity. And by this common law I mean that system, so far as respects this question, which has grown up in a series of decisions founded, in part, upon the 43d of Elizabeth, ch. 4, (the statute of charitable uses). The doctrine of the-English Court of Chancery with regard to the mere classification of things which are, and those which are not, charities in the eye of the law, has been very generally recognized in this country. The discrepancy between the English and American systems regulating charities, consists in this, ■that in England a bequest for a charity will be effectuated no matter how uncertain the objects or the persons may be, or whether the bequest can be carried into exact execution, or not, for when a literal execution becomes impracticable,, the court will administer it on the doctrine of ey pres. In some instances courts of this country have refused to exercise so extensive a jurisdiction. I am not aware, that in our own courts, this subject has received any elucidation. It may well be, therefore, that a bequest, obviously for a charity, and which in England would be carried into effect, might not be enforced in our own courts, on the ground of the indefiniteness of its objects or the impracticability of its exact execution. But this is a diversity of legal administra[523]*523tion, and not of legal classification. Upon the questions what is, or what is not, a charitable use we have no criterion but the rules of the common law, and those rules, consequently, are obligatory upon us.

Accepting this guide I readily come, on this head, to the same conclusion with the Chancellor. The bequest is to “ benevolent, religious, or charitable institutions.” This is too broad. Benevolence is wider than charity in its legal signification. In James v. Allen, 3 Mer. 17, the will gave property to “ be applied and disposed of for, and to such benevolent purposes” as the executors, in their discretion, might unanimously agree on. Sir William Grant, Master of the Eolls, decided this bequest void, remarking, “that although many charitable institutions are very properly called benevolent, it is impossible to say that every object of a man’s benevolence is also an object of his charity.” The ground of the decision was, that as the bequest could, consistently with the will, be applied to other than strictly charitable purposes, the court could not execute the trust. In Williams v. Kershaw, 5 Clark & Fin. 111, note, the devise was to “such benevolent, charitable, and religious purposes as the executors should, in their discretion, think most advantageous and beneficial.” Upon a review of the authorities the decision of Lord Coltenham was, that the introduction of the word “benevolent” rendered the purposes, of the testator too indefinite for judicial execution, and that the gift could not take effect. Ellis v. Selby, 1 Myl. & Craig 286, and Williams v. Williams, 5 Law Journal, ch. 4, are cases holding a similar doctrine, and are much in point* Many other decisions to the same effect will be found collected in 2 Roper on Leg. 1237. These decisions appear to me to rest on a proper foundation. It is important that the fact, as to what are legal charities, which will be executed by the courts, should be settled. To sanction the introduction of a genera] term of so wide a signification as the word “ benevolent” would have a tendency to involve the subject in much confusion.

[524]*524Upon the argument, the counsel for the respondent laid some stress on the use, in the testamentary clause, of the word "institutions.” But, upon reflection, I am unable to see that this term has a tendency to give definiteness to the expression of the use intended. If, in legal contemplation, a benevolent purpose is more indefinite, embracing a larger class of objects, than a charitable purpose, it seems to follow, necessarily, that á benevolent institution may not, in a legal sense, be a charitable institution. An institution is a mere organism for the accomplishment of an object, and the existence of such organism cannot, in the nature of things, make such object definite. To make the argument of any value it should appear that the class of benevolent purposes, which are not comprehended in the definition of legal charities, are not and cannot be executed by institutions, that is, associations of persons. In Babb v. Reed, 5 Rawle 151, it was held that an association for the purposes of mutual benevolence among its members, is not an association for charitable uses. Here, then, was a benevolent institution which was not a charitable one. Other similar instances will readily suggest themselves. I think the word in question does not restrict the meaning of the term “ benevolent ” in the clause under consideration.

As I have already said, I concur in the conclusion that the disposition comprised in this clause of the will, on the ground just specified, is invalid.

The second point relates to the capacity of the widow to surrender her power of appointment over that portion of the estate which is set apart for the raising of her income.

This branch of the case was disposed of by the Chancellor, on the technical distinction which, in the doctrine of powers, exists between a power in gross and a power simply collateral. The power of appointment contained in the clause of the -will now alluded to, was regarded as belonging to the former class, and, consequently, as extinguishable by the donee of the power.

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Bluebook (online)
20 N.J. Eq. 489, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomsons-executors-v-norris-nj-1869.