Wilson v. FIRST PRESBYTERIAN CHURCH, REIDSVILLE, NC

200 S.E.2d 769, 284 N.C. 284, 1973 N.C. LEXIS 862
CourtSupreme Court of North Carolina
DecidedDecember 12, 1973
Docket15
StatusPublished
Cited by22 cases

This text of 200 S.E.2d 769 (Wilson v. FIRST PRESBYTERIAN CHURCH, REIDSVILLE, NC) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilson v. FIRST PRESBYTERIAN CHURCH, REIDSVILLE, NC, 200 S.E.2d 769, 284 N.C. 284, 1973 N.C. LEXIS 862 (N.C. 1973).

Opinions

LAKE, Justice.

. The first question for our consideration arises upon the contention of First Presbyterian that the properties belong to it free and clear of any trust.

Nothing in the consent judgment rendered in 1961, or in the stipulations of the parties upon which that judgment rested, supports this contention. On the contrary, the parties, including First Presbyterian, then expressly stipulated that the will of Miss Pinnix “provided * * * for the creation of a trust fund to build a church.”

Dr. J. A. Pinnix, the sole life tenant of the lot on which the testatrix intended that the new church be built, died in 1931. Thereupon, the right of possession of this lot passed to First Presbyterian. The trust created for the support of Nannie Ralph in shares of stock of the Bank of Reidsville and in the account of the testatrix in that bank terminated in 1932, if not earlier, and, thereupon, this personal property also came into the hands of First Presbyterian. Other properties subsequently came into its hands, under the will, for addition to the fund and were added thereto. Thus, for approximately thirty years, First Presbyterian held these properties intact and then, pur[295]*295suant to the consent judgment, delivered them over to a “Successor Trustee” (the Presbytery). First Presbyterian made no claim to be the owner of these properties, free from trust, until forty years after it first came into the possession of them, more than fifty years after the death of Miss Pinnix.

Thus, the claim of First Presbyterian finds no support either in the judgment to which it consented or in the actions of its members and officers who were the contemporaries of the testatrix. The claim of First Presbyterian must, therefore, stand or fall upon the legal construction of the will of Miss Pinnix.

It is elementary that a will must be construed so as to carry out the intent of the testatrix, unless that intent be contrary to public policy or to some rule of law, and that her intent is to be determined by examining the entire will in the light of all surrounding circumstances known to the testatrix. Y.W.C.A. v. Morgan, Attorney General, 281 N.C. 485, 189 S.E. 2d 169; Bank v. Home for Children, 280 N.C. 354, 185 S.E. 2d 836; St. James v. Bagley, 138 N.C. 384, 50 S.E. 841. It is equally clear that the express use of the word “trust” or “trustee,” or of any other technical terminology, is not necessary to engraft a trust upon a devise or bequest made in language sufficient per se to pass the absolute, unencumbered interest in the property. Stephens v. Clark, 211 N.C. 84, 189 S.E. 191; Witherington v. Herring, 140 N.C. 495, 53 S.E. 303; King v. Richardson, 136 F. 2d 849 (4th Circuit 1943); 54 Am. Jur., Trusts, § 40; 15 Am. Jur. 2d, Charities, § 8; Scott on Trusts, 3d Ed, § 351.

Since the problem for the court in each case is to ascertain the intent of the particular testator and the circumstances surrounding each testator vary, decisions reached in other cases, whether by this Court or by courts of other jurisdictions, are informative but not controlling. Professor Scott says in his treatise on Trusts, 3d Ed. § 25.2, “[W]here the question is one of ascertaining the intention of the testator, any hard and fast rule is inappropriate,” and “[S]ince each will differs from every other will, the decisions are of importance only in showing how somewhat similar situations have been dealt with by the courts.” Similarly, Professor Atkinson in his treatise on Wills (1937 Ed.), § 265, says: “It should be noticed that the court in this process [of construing a will] is determining only a question of fact as to what the testator intended. Hence in cases of this nature precedents are of little value for no matter of law is [296]*296decided. This is probably what the courts mean when they say that ‘no will has a brother.’ ”

Pertinent circumstances are: Miss Pinnix was not a Presbyterian, but a Baptist. She obviously had a deep affection for her brothers, living and deceased. She desired the construction of a lasting memorial to her deceased brother, a former sheriff of the county, from whom she inherited much of the property disposed of by her will. She was a resident of Reidsville, acquainted with the area in which she proposed that the church be built and with the inhabitants of that area and their needs.

Nothing in the will, the pertinent portions of which are quoted above, or in any other circumstances set forth in the record, indicates that Miss Pinnix had more than a casual interest in the general religious or charitable program of First Presbyterian or of the Presbyterian denomination. Her two-fold purpose was to establish a memorial to her brother at the specified location and to promote religious activities in this part of her native city. A reasonable inference is that she believed the inhabitants of this area of the city would remember affectionately their former sheriff and, for reasons not disclosed in the record, a Presbyterian church was more likely to be constructed and to succeed therein than a church of her own denomination would be. There is nothing in the will, or elsewhere in the record, to indicate the remotest possibility that she contemplated that First Presbyterian, itself, would remove to this location and occupy the proposed building. Thus, the design of the testatrix was not to confer a benefit upon First Presbyterian, but to use the good offices of First Presbyterian in the establishment in this area of a kindred but separate church.

G.S. 36-21 provides, “No gift, grant, bequest or devise, whether in trust or otherwise, to religious, educational, charitable or benevolent uses * * * shall be invalid by reason of any indefiniteness or uncertainty of the objects or beneficiaries of such trust * * * .” See also G.S. 36-23.1.

It is true that the mere statement in the will of the purpose for which a bequest or devise is made does not show per se an intent to create a trust for the accomplishment of that purpose. Y.W.C.A. v. Morgan, Attorney General, supra; Bogert, Law of Trusts and Trustees, 2d Ed. § 46. On the other hand, the fact that the testator used words which, literally, express a request, hope, desire or recommendation that the property given will [297]*297be used for á specified purpose does not necessarily preclude the establishment of a trust by such bequest or devise. As Chief Justice Gray said in Hess v. Singler, 114 Mass. 56, “It is a settled doctrine of Courts of Chancery that a devise or bequest to one person, accompanied by words expressing a wish, entreaty or recommendation that he will apply it to the benefit of others, may be held to create a trust if thé subject and object are sufficiently certain.” See also: 2 Pomeroy on Equity, p. 1015-1016; Scott on Trusts, 3d Ed, §§ 25.2 and 351; Bogert, Trusts and Trustees, 2d Ed, § 324.

The leading case on this question in. North Carolina is St. James v. Bagley, supra, in which Justice Henry G. Connor, speaking for the majority of the Court, said, “The real test is whether the language is imperative or leaves the use and disposition of the property to the discretion of the donee.” Likewise, Chief Justice Bigelow, in Warner v. Bates, 98 Mass.

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Wilson v. FIRST PRESBYTERIAN CHURCH, REIDSVILLE, NC
200 S.E.2d 769 (Supreme Court of North Carolina, 1973)

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200 S.E.2d 769, 284 N.C. 284, 1973 N.C. LEXIS 862, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilson-v-first-presbyterian-church-reidsville-nc-nc-1973.