Williams v. Pearson

38 Ala. 299
CourtSupreme Court of Alabama
DecidedJanuary 15, 1862
StatusPublished
Cited by41 cases

This text of 38 Ala. 299 (Williams v. Pearson) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Williams v. Pearson, 38 Ala. 299 (Ala. 1862).

Opinion

R. W. WALKER, J.

Tt is not denied that, according to the law of charitable uses, as administered in the English court of chancery, the executory bequests contained in the seventh item of this will would be upheld. But it is insisted, that the authority of the English court of chancery, in regard to donations to charitable uses, so far as it differs from the power exercised in other cases of trust, is either derived from the statute of 43d Elizabeth, ch. 4, known as the ‘statute of charitable uses,’ or belongs to the chancellor as a branch of the prerogative power of the king; and that apart from the prerogative power with which the chancellor is clothed, and independently of the statute of Elizabeth, the jurisdiction of the court of chancery, over bequests and trusts for charity, is precisely the same as over bequests and trusts for other lawful purposes, and must be exercised upon the same principles, and by the same rules. It is further insisted, that the statute of 43d Elizabeth is not in force here; and that this being so, and inasmuch as our chancery courts are not clothed with the prerogatives of the crown, and exercise no other than judicial power, it follows, that the English law of charitable uses, so far as it differs from the law governing bequests and trusts for other lawful purposes, cannot be recognized by our courts. If these propositions can be maintained, it results, that the validity of these bequests must depend upon the principles applicable to bequests and trusts in general, and not upon the peculiar doctrines which prevail in England in regard to charitable donations, as distinguished from gifts for other purposes; and consequently, if. the bequests would have been void, had their purposes not [304]*304been, charitable, the fact that their purposes are charitable does not make them valid.

New questions have been the subject of more laborious investigation, or given rise to greater conflict of opinion, than that which relates to the origin of the peculiar jurisdiction of equity in respect to charities. Many eminent jurists sustain the view which has been pressed upon us with so much ability by the counsel for the appellant, and trace the English law of charitable uses, so far as it differs from the law of trusts in general, either to the statute of, the 43d Elizabeth, or to the prerogative power of the king, which the chancellor exercises as the personal representa» tive. of the crown, Such seems to'have been the opinion of Lord Loughborough, — Attorney-General v. Bowyer, 3 Vesey, Jr. 714, 726, Chief-Justice Marshal held substantially the same doctrine, in the ease of the Baptist Association v. Hart’s Ex’rs, 4 Wheat. 1. So, likewise, has Chief-Justice Taney, in the case of Fontain v. Ravenel, 17 How. (U. S.) 391, et seq.; and in a repent case, in an opinion marked by great ability .and research,,a majority of the court of appeals of New York came -to the-same conclusion, and held that, in New York, where the court of chancery is not endowed with any portion -of the prerogative power, and where the statute of Elizabeth is not in force, the jurisdiction possessed by the chancery courts over charitable trusts is limited to that which is exercised by the court of chancery dn Englaud-over trusts in general. — Owens v. Missionary Society, 4 Kernan, pp. 380, 388, 403, 405, See, also, Gallego v. Attorney-General, 3 Leigh, 450 ; Literary Fund v. Dawson, 10 Leigh, 147; Janey v. Lalane, 4 ib. 327; Dashiel v. Attorney-General, 5 H. &. G.; Green v. Allen, 6 Hump. 170; Moore v. Moore, 4 Dana, 357.

On ¡the other hand, another class of jurists maintain, thatfthe English law of charitable uses does not derive its origin -from the statute of the 43d Elizabeth, nor depend upon it; but that at a remote period in English judicial history it was engrafted upon the common law, its general majdms being derived from the civil law; that the statute [305]*305of Elizabeth introduced no new principle, but was designed to afford a new and. less dilatory mode of establishing charitable donations, which were understood to be valid by the laws antecedently in force; and that, independently of the statute of Elizabeth, and apart from the royal prerogative, there is an inherent j urisdiction in equity to establish and enforce devises and grants to charities, which, but for the charitable feature, would be .void.

Thus, in the case of the Attorney-General v. Skinners' Company, 2 Russ. Ch. 407 (420), Lord Eldon intimated, that, independent of, and antecedent .to the statute of Elizabeth, there was in the court of .chancery a jurisdiction “to render effective an imperfect conveyance for charitable purposes.” Lord Eedesdale, in a case in the house of lords, declared, that the statute of Elizabeth “only created a new jurisdiction — .it created no new law.” — Attorney-General v. Mayor, &c., 1 Bligh, N. S., 312, 347-8. And Lord-Chancellor Sugden, after a thorough review and analysis of the cases, came to the conclusion, that there was an .inherent jurisdiction in chancery, existing before, at, and .after the time of the statute of Elizabeth, to sustain devises to .charitable uses, which were void at law. — Incorporated Society v. Richards, 1 Dr. & W. 258. Chancellor Kent says: “The fact, I think, may be considered indisputable, that charitable uses are lawful uses by the common law, and that the statute of Elizabeth was only an ancillary remedy, now supplied by chancery as the rightful original tribunal for such trusts.” — 2 Kent’s Comm., note (b), p. 288.

Our investigation of the cases has satisfied us, that the current of American authorities is in favor of the doctrine, that trusts for charitable uses are favored by courts of equity, and that, independent of the statute of Elizabeth, and of the prerogative power, there is an original and inherent jurisdiction in those courts to sustain, on account of their charitable purposes, trusts -which, but for the charitable feature, would be held void. — Executors of Burr v. Smith, 7 Vermont R. 241; Vidal v. Girard's Ex'rs, 2 How. (U. S.) 127; Magill v. Brown, Brightly’s R. 350; Kursken v. Lu[306]*306theran Churches, 1 Saudf. Ch. 439; Shotwell v. Mott, 2 Sandf. Ch. 46; Wright v. Trustees, &c., 1 Hoffm. Ch. 202; Potter v. Chapin, 6 Paige, 639; Dutch Church v. Mott, 7 Paige, 79-80; Orphans' Asylum v. McCartee, 9 Cowen, 437, 470, 476-7; Williams v. Williams, 4 Selden, 525; Whitman v. Lex, 17 S. & R. 88; Mayor v. Elliott, 3 Rawle, 170; Zimmerman v. Anders, 6 W. & S. 218; McCord v. Ochiltree, 8 Blackf. 21; Dixon v. Montgomery, 1 Swan, 348, 366; Attorney-General v. Jolly, 1 Rich. Eq. 99; Gibson v. McCall, 1 Rich. L. 174; Beall v. Ex'r of Fox, 4 Geo. 404, 427; Going v. Emery, 16 Pick. 107; Urmey's Ex'rs v. Wooden, 1 Ohio St. R. 160.

In Carter v. Balfour, (9 Ala. 814,) this court, after a careful examination of the subject, gave its sanction to the doctrine just stated. In that case, the bequests, which were to certain unincorporated charitable societies, were plainly void," upon the principles applicable to ordinary bequests and trusts. — Appendix, 3 Peters, 488 ; Williams v. Williams, 4 Selden, 540 ; McCord v. Ochiltree, 8 Blackf. 16; State v. Gerard, 2 Ired. Eq.

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38 Ala. 299, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-v-pearson-ala-1862.