Treasurer of the American Tract Society v. Atwater

30 Ohio St. (N.S.) 77
CourtOhio Supreme Court
DecidedDecember 15, 1876
StatusPublished

This text of 30 Ohio St. (N.S.) 77 (Treasurer of the American Tract Society v. Atwater) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Treasurer of the American Tract Society v. Atwater, 30 Ohio St. (N.S.) 77 (Ohio 1876).

Opinion

Wright, J.

The question at issue is .as to the validity [84]*84of the bequest to the treasurer of the American Bible Society and others, as set forth in item second of the will. The court of common pleas seems to have held that it was-a bequest in trust, and, as such, was void for uncertainty.

The alleged uncertainty is said .to exist in this. In the opinion of men, the modes and methods of advancing the kingdom of Christ are as various as the numerous sects-ostensibly engaged in accomplishing that object. While all are busy in the work, no two agree how it shall be done. Methodist, Episcopalian, Baptist, Presbyterian, all have their different opinions as to the matter which seems to-have been contemplated by the testator.

That it is not within the province of a court of equity to decide between such conflicting claims will be at once conceded, and if the validity of this bequest depended upon the solution of questions such as these, the difficulty of sustaining the will becomes apparent.

If this instrument devised property to a named trustee, “ to be used for the interest of religion and the advancement of Christ’s kingdom in the world,” it would perhaps be impossible to sustain such a disposition under the law of devises to charitable uses. In what has been called by courts the “ wilderness of cases’” upon this subject, we find that a bequest of this kind must be cei’tain.

In Chamberlain v. Stearns, 111 Mass. 267, a devise for “ benevolent ” purposes was held void, because too general in its meaning. ‘ In Holland v. Peck, 2 Iredell Eq. 255, executors were directed to “ pay over and deliver . . . for the .benefit of the Methodist Episcopal Church in America,” . . . the sum of $5,000, “ to be disposed of by conference, or the different members composing the same, as they, shall in their godly wisdom judge will be most expedient or beneficial for the increase or prosperity of the gospel.” It was held: “ The object of the bequest being of so indefinite a nature that the court can not determine how it should be employed, the same is void.”

In Wisconsin the statute with regard to trusts to uses provides that the trust must be fully expressed and clearly [85]*85■defined on tbe face of the instrument creating it,” which is merely declaratory of the existing law on the subject. In that state the case of Ruth v. Oberbrunner, 40 Wis. 238, holds that a devise of land to A. & B., “ to hold the same ■in trust for the use and benefit of the Order of St. Dominican and St. Catharine’s Eemale Academy, and for no other purpose,” can not be sustained for want of certainty.

In Heiss, Ex’r v. Murphy, 40 Wis. 276, a will devising property to the Roman Catholic orphans ” of a certain diocese, with a further provision appointing the Roman 'Catholic bishop executor, and giving him “ power to sell .the above property and use the proceeds for the benefit of the Roman Catholic orphans,” was held void for uncertainty in the description of the beneficiaries, the class not being sufficiently defined, and no way being provided for selecting the individual beneficiaries from any class.

The court thus illustrate the uncertainty, which they hold to invalidate the devise : “ Conceding that the fund was to be used by the executor for the benefit of the Roman Catholic orphans of the diocese of La Crosse, how is it possible to ascertain and determine what orphans were intended to be benefited ? Are they whole orphans or half orphans ? Are they orphans of parents both of whom were members of the Roman Catholic church, or will an orphan of a Roman Catholic father, or of a Roman Catholic mother, come within the designated class ? Are the .objects of this charity the full orphans of half orphans who were living within the diocese at the death of the testator, or will such of either class as may thereafter come into the diocese be entitled to take as beneficiaries ? Again, upon what principle or in what manner is the fund created by the sale of the real estate to be expended ? Is the ex•ecutor or trustee to apportion it equally among the orphans •of the diocese when it is ascertained who are entitled to •take, or is he to dispense .it in his discretion for the benefit of such orphans as he may select from time to time ? These questions suggest the perplexity which the court must encounter in carrying into effect this trust. It seems [86]*86to us they are insuperable. Eor the testator has failed to declare his purpose, but has left his will so indefinite and vague upon all those material matters that a court, in order to execute the trust, is of necessity compelled to make a will for him. The words of Comstock, Ch. J., in Beekman v. Bowser, 23 N. Y. 298, may well be used: ‘ Here is a fatal uncertainty both as to the subject and object of the-bequest.’ ” (Page 306.)

The opinion in Grimes’ Ex’r v. Harmar, 35 Ind. 198, is able and learned. "We quote part of the syllabus :

“ The residuary clause of a will was as follows : ‘ Item. I give and bequeath the residue of my estate, after the foregoing bequests have been fully paid to the orthodox Protestant clergymen of Delphi, and their successors, to be expended in the education of colored children, both male and female, in such way and manner as they may deem best, of which a majority of them shall determine.’ In a suit by the heirs at law against the executors to recover the residuary estate:
“jGeld (1), that the residuary clause was void for vagueness and uncertainty in the designation of the trustees and of the beneficiaries of the use; and (2) that a court of equity had not the power to decree its execution cy pres.”
In this case the court say: “ Can the trustees execute the trust ? Are the beneficiaries so described that they can be ascertained ? And if they can be ascertained, is there-any plan or scheme devised by the testator directing-the manner in which and the purposes for which the-money was to be expended ? And if there is no plan or scheme, is there a discretion vested in the trustees authorizing them to select tire beneficiaries and determine the-manner in which the trust should be executed ? The beneficiaries are not designated except by the general vague and sweeping expression, ‘ colored children, both male and female.’ ”

After stating that the class thus specified number about four millions, the court proceeds to say: “ It will be observed that no scheme or plan, such as the foundation of' [87]*87a college, a seminary of learning, or a theological institute is prescribed. The character of the education to be given —whether moral, religious, literary, or scientific — is not-prescribed. The purpose expressed is to promote the moral and religious improvement and well-being of the colored race by educating the colored children, both male and female, but the particular kind of education is not prescribed. It would be impracticable to distribute the fund ratably among the beneficiaries. There is no power or discretion lodged in any person, natural or artificial, to select the beneficiaries from the mass of children of the African race in this country. Can the courts, in the exercise of their functions, select the beneficiaries ? If neither the trustees nor the courts can select the beneficiaries, is not the residuary devise and bequest void for uncertainty?” See also Holmes v. Mead, 52 N. Y. 332.

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Related

Beekman v. . Bonsor
23 N.Y. 298 (New York Court of Appeals, 1861)
Holmes v. . Mead
52 N.Y. 332 (New York Court of Appeals, 1873)
Chamberlain v. Stearns
111 Mass. 267 (Massachusetts Supreme Judicial Court, 1873)
Executors of Burr v. Smith
7 Vt. 241 (Supreme Court of Vermont, 1835)
Ruth v. Oberbrunner
40 Wis. 238 (Wisconsin Supreme Court, 1876)
Heiss v. Murphey
40 Wis. 276 (Wisconsin Supreme Court, 1876)
Grimes' Executors v. Harmon
35 Ind. 198 (Indiana Supreme Court, 1871)

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Bluebook (online)
30 Ohio St. (N.S.) 77, Counsel Stack Legal Research, https://law.counselstack.com/opinion/treasurer-of-the-american-tract-society-v-atwater-ohio-1876.