Wesley Home, Inc. v. Mercantile-Safe Deposit & Trust Co.

289 A.2d 337, 265 Md. 185, 1972 Md. LEXIS 937
CourtCourt of Appeals of Maryland
DecidedApril 4, 1972
Docket[No. 239, September Term, 1971.]
StatusPublished
Cited by19 cases

This text of 289 A.2d 337 (Wesley Home, Inc. v. Mercantile-Safe Deposit & Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wesley Home, Inc. v. Mercantile-Safe Deposit & Trust Co., 289 A.2d 337, 265 Md. 185, 1972 Md. LEXIS 937 (Md. 1972).

Opinion

Sweeney, J.,

delivered the opinion of the Court.

This is an appeal from a decree of the Circuit Court of Baltimore City (Perrott, J.), filed June 24, 1971, in an action instituted by Mercantile-Safe Deposit and Trust Company, sole surviving trustee under the Will of Virginia Van Rensselaer Jacques, deceased.

The events culminating in the present appeal began on August 11, 1911, when Mrs. Jacques died leaving a Will that had been executed on February 11, 1911. The first four paragraphs of the Will contained certain specific bequests, not of interest here. The fifth paragraph created a trust, and it is the disposition of a portion of *188 the residue of the trust fund which is now at issue. The pertinent portion of the Will is as follows:

“5. All the rest and residue of my estate, real, personal and mixed, and wheresoever situated, I give, devise and bequeath unto the ‘Safe Deposit and Trust Company of Baltimore’ and JAMES M. JACQUES and the survivor of them, their successor or successors in the trust, in special trust and confidence, nevertheless, to collect and receive the issue, rents and income thereof, and after paying the taxes and necessary expenses thereon, to divide the net income into six equal parts.
“Three-sixths or one-half of said net income I hereby direct to be paid unto my beloved husband, JAMES M. JACQUES for and during his natural life: One-sixth of said net income I direct to be paid to my daughter-in-law, MARY R. LLOYD, for and during her natural life: One-sixth of said net income, I direct to be paid unto my granddaughter, GERTRUDE LLOYD, for and during her natural life: One-sixth of said net income, I direct to be paid unto my granddaughter, CLARISE ALVA CRAWFORD, for and during her natural life. And from and after the death of any of the said JAMES M. JACQUES, MARY R. LLOYD, GERTRUDE LLOYD and CLARISE ALVA CRAWFORD, I hereby direct that after and as each of them shall die that the share of the income which would have been paid to the deceased, if living, shall be added to and become a part of the corpus or principal of said trust fund until said trust shall cease as hereinafter provided; and from and after the death of the survivor of all of said JAMES M. JACQUES, MARY R. LLOYD, GERTRUDE LLOYD and CLARISE ALVA CRAWFORD, the said trust shall cease and the corpus or principal of the trust fund, as *189 then constituted, shall be divided by said Trustees into two equal parts; one part or one-half of said trust fund, I give, devise and bequeath unto ‘The Hospital for the Women of Maryland of Baltimore City’ and the ‘City Hospital of Thomasville’, Georgia, share and share alike.
“The other one part or one-half of said trust fund I give, devise and bequeath unto ‘The Anchorage of Baltimore City’, ‘The Home of the Aged of the Methodist Episcopal Church of Baltimore City’ and the ‘Home for Incurables of Baltimore City’, share and share alike.”

The last surviving life tenant died on April 24, 1967, and the trust thereupon terminated.

No controversy exists at present pertaining to that part of the residue which was to be distributed between the two hospitals, and two of the three charities designated to take under the second part of the trust fund are clearly entitled to their share, and have been paid. A dispute exists, however, as to whether the other named charity, The Anchorage of Baltimore City (Anchorage), is entitled to receive its allotted share. The heirs at law of the testatrix allege that the Anchorage has, in fact, ceased to exist, and that an intestacy results as to its portion of the trust estate. They urge that the sum allotted to the Anchorage should, therefore, be paid to the executors of the Will, for the benefit of the heirs. The other two charities named to share in that portion of the trust: The Wesley Home, Inc., formerly The Home of the Aged of the Methodist Episcopal Church of Baltimore City (Wesley), and The Home for Incurables of Baltimore City, also known as The Keswick Home (Keswick), join the heirs in urging that the share in question not be paid to the Anchorage, but argue that it should be divided between Wesley and Keswick.

The Anchorage asserts that it is still legally in being and entitled to receive its designated share, for transmission to the Young Men’s Christian Association of the *190 Greater Baltimore Area (YMCA) under the terms of an agreement to be discussed in further detail later herein.

To resolve this dispute, Mercantile-Safe Deposit and Trust Company, surviving trustee under Mrs. Jacques’ Will (Mercantile), filed its bill of complaint, seeking a determination as to which of the various claimants were entitled to take and in what amounts. By his Decree, the judge below found that the Anchorage and its successorassignee, the YMCA, were entitled to receive the money in question. From that Decree the other claimants have taken this appeal.

In order to understand the background of the present dispute, a review of the history of the Anchorage would appear to be in order.

The Anchorage was incorporated on February 20, 1908 for the stated purpose of . . maintaining under Christian influence a boarding house and Home for Seamen while in port, and any other work for them that may grow out of it, to aid and uplift the men of the sea . . .”. The Charter was duly recorded among the chattel records of Baltimore City in Liber S.C.L. 48, folio 208.

Staffed by both paid and volunteer personnel, including the voluntary services of the testatrix on an occasional basis in the several years prior to her death, the work of the Anchorage was conducted in a building owned by the Corporation on Thames Street in Baltimore City. For approximately twenty years the organization functioned without major difficulty, although apparently with continuing financial pressures. The record reveals that the institution was, indeed, a haven for seamen and a source of great assistance to them. The principal activity of the Anchorage consisted of providing lodging and meals, at reasonable rates, to seamen in port, but it also extended into such other humane areas as visiting sick sailors in local hospitals; visiting and attempting to secure the release of seamen incarcerated in jail, and seeking employment for seamen by working in coopera *191 tion with shipping companies and labor unions. No charge was made for the latter services.

The organization was also active in attempting to locate missing seamen, and even conducted funeral services for those who died in port, burying them, when necessary, in a plot located in Parkwood Cemetery.

The record reveals the extent of the Anchorage’s activities by indicating that 45,955 seamen were entertained in the Thames Street facility in 1928.

During the decade of the Twenties, faced with the imminent retirement of the Superintendent and with recurring financial problems, the Board of Directors of the Anchorage began negotiations with the YMCA towards the end that the YMCA might take over its operations. Tentative agreement was reached in 1929 and the YMCA assumed management of the Anchorage on July 1st of that year.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Vito v. Grueff
160 A.3d 592 (Court of Appeals of Maryland, 2017)
John B. Parsons Home, LLC v. John B. Parsons Foundation
90 A.3d 534 (Court of Special Appeals of Maryland, 2014)
In re Estate of Fitzsimmons
2013 VT 95 (Supreme Court of Vermont, 2013)
Gordon v. Posner
790 A.2d 675 (Court of Special Appeals of Maryland, 2002)
Gallaudet University v. National Society of the Daughters of the American Revolution
699 A.2d 531 (Court of Special Appeals of Maryland, 1997)
Stockert v. Council on World Service & Finance of the Methodist Church
427 S.E.2d 236 (West Virginia Supreme Court, 1993)
Washington Hospital Center Health System v. Riggs National Bank of Washington
575 A.2d 719 (District of Columbia Court of Appeals, 1990)
Martin v. Young
462 A.2d 77 (Court of Special Appeals of Maryland, 1983)
Greil Memorial Hospital v. First Ala. Bank
387 So. 2d 778 (Supreme Court of Alabama, 1980)
Johnson v. Hall
392 A.2d 1103 (Court of Appeals of Maryland, 1978)
Estate of Klinkner
85 Cal. App. 3d 942 (California Court of Appeal, 1978)
Title Insurance & Trust Co. v. SS. Peter & Paul Congregation
85 Cal. App. 3d 942 (California Court of Appeal, 1978)
Mercantile-Safe Deposit & Trust Co. v. Purifoy
371 A.2d 650 (Court of Appeals of Maryland, 1977)
Purifoy v. Mercantile-Safe Deposit and Trust Co.
398 F. Supp. 1075 (D. Maryland, 1974)
Shriners Hospitals for Crippled Children v. Maryland National Bank
312 A.2d 546 (Court of Appeals of Maryland, 1973)
Lair v. Jerseyville Community Hospital
294 N.E.2d 313 (Appellate Court of Illinois, 1973)

Cite This Page — Counsel Stack

Bluebook (online)
289 A.2d 337, 265 Md. 185, 1972 Md. LEXIS 937, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wesley-home-inc-v-mercantile-safe-deposit-trust-co-md-1972.