Woodcock v. Wachovia Bank & Trust Co.

214 N.C. 224
CourtSupreme Court of North Carolina
DecidedOctober 12, 1938
StatusPublished
Cited by8 cases

This text of 214 N.C. 224 (Woodcock v. Wachovia Bank & Trust Co.) 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
Woodcock v. Wachovia Bank & Trust Co., 214 N.C. 224 (N.C. 1938).

Opinion

DeviN, J.

S. Johnston Woodcock, a resident of Buncombe County, North Carolina, died 31 December, 1927, leaving a last will and testament wherein he named his brothers, Julian A. Woodcock and Eufus J. Woodcock, and the Wachovia Bank & Trust Company as executors. The question presented by the appeal concerns a bequest contained in the fourth paragraph of the will, in these words : “I then give and bequeath to my said executors the sum of $10,000, to be held in trust and paid out and appropriated by them within twenty years after my death, in entirety or in installments, principal and interest, to such corporations or [226]*226associations of individuals as will in tbeir judgment best promote tbe cause of preventing cruelty to animals in tbe vicinity of Asbeville.”

It is admitted that distribution of tbe estate bas not been made and that tbe trust referred to in paragraph four bas not been set up or paid out. Both tbe personal executors, tbe brothers of tbe deceased, have died, one in 1936, and tbe other in 1937, leaving tbe defendant Bank & Trust Company tbe sole surviving executor. Those now entitled under tbe residuary clause of tbe will of S. Johnston Woodcock claim that tbe bequest in paragraph four is void and that they are entitled to have tbe amount of tbe fund distributed as part of tbe residue of tbe estate. Tbe corporate executor, claiming tbe bequest to be valid, proposes to set aside tbe $10,000 fund to be paid out as provided in this paragraph of tbe will.

A case for a declaratory judgment, under tbe provisions of cb. 102, Public Laws of 1931, is thus made for tbe construction of paragraph four above quoted, and for tbe determination of its legal effect. Tbe court below held that tbe bequest was void for indefiniteness and uncertainty, and that it was one which could not be executed by tbe corporate defendant.

Tbe question arises, Can tbe bequest be upheld as a charitable trust? It was said in Ould v. Washington Hospital, 95 U. S., 303, that “a charitable use, when neither law nor public policy forbids, may be applied to almost anything that tends to promote tbe well-being of social man,” and it bas been uniformly held that a bequest for tbe protection of animals is classed as a charitable trust. Minns v. Billings, 183 Mass., 126; Shannon v. Eno, 120 Conn., 77; 66 A. L. R., 465; Bogert on Trusts, 1210; Barden v. R. R., 152 N. C., 318, 67 S. E., 971.

Trusts for charitable uses are of ancient origin. Tbe jurisdiction of courts of chancery in England was grounded upon tbe common law and tbe civil law, and upon this was engrafted tbe English statute of charitable uses, 43 Elizabeth, cb. 4, enacted in 1601. Tbe principles of tbe English statute, defining and regulating tbe enforcement of charitable trusts, have been modified by statute in America, and tbe subject treated as one within tbe inherent powers of courts of equity. Tbe statute of Elizabeth was in force in this State until superseded by our act concerning charities, now C. S., 4033 (S. v. Gerard, 37 N. C., 210), and tbe equities raised by charitable bequests have been considered by our courts and administered as part of tbeir equitable jurisdiction, independent of tbe statute, and in accord with applicable principles of equity.

While one of the characteristics of charitable trusts, in addition to tbe expression of a definite charitable purpose, is tbe indefiniteness of tbe beneficiaries, as distinguished from a direct bequest, tbe instrument creating tbe trust must not be incomplete and must be capable of execution. With respect to tbe certainty with which tbe purposes of tbe trust [227]*227must be pointed out and the beneficiaries designated, there is lack of uniformity in the decisions of the courts, though it is generally held that if the instrument states the purpose of the charity in general terms and designates the beneficiaries who are to partake of the benefits as those of a class, conferring power on the trustee to select the' individuals of that class, it will be upheld and enforced. But the purpose must not be so uncertain that it cannot be administered. 10 Am. Jur.j 643.

It is needless to attempt to cite decisions from other jurisdictions upon the question of indefiniteness and uncertainty in charitable trusts. Many cases will be found collected and annotated in elaborate notes in 14 L. E. A. (N. S.), 1-155. This Court has considered the subject many times, and it is not always easy to draw the distinction between trusts held void for uncertainty and those sustained and held capable of enforcement. It is well settled, however, that the doctrine of cy pres has no application in North Carolina. The courts here will not undertake to substitute a similar charity for one that fails, their only purpose being to effectuate the will of the donor, if sufficiently expressed in the instrument.

In the following instances gifts of property for charitable uses were upheld: For the erection and maintenance of a schoolhouse for indigent scholars (Griffin v. Graham, 8 N. C., 96) ; “to the use of a free public school for the benefit of the poor of Duplin County” (S. v. McGowen, 37 N. C., 9); “to the poor of the county,” lands to be held “as the wardens of the poor deemed advisable” (S. v. Gerard, 37 N. C., 210); to Bishop Atkinson for benefit of “poor orphans” to be selected by him (Miller v. Atkinson, 63 N. C., 537) ; for “poor children” to be designated by the trustee (Newton Academy v. Bank, 101 N. C., 483, 8 S. E., 174); for educating “poor mutes” (School for D. & D. v. Institution for D. & D., 117 N. C., 164, 23 S. E., 171); to the Moravian Church for building church and school (Keith v. Scales, 124 N. C., 497, 32 S. E., 809); to “conserve, protect and beautify” certain land and “to erect an auditorium thereon” (Trust Co. v. Ogburn, 181 N. C., 324, 107 S. E., 238); “for public school purposes” to be cared for by school committee (Chandler v. Board of Education, 181 N. C., 444, 107 S. E., 452); land “for a home for the minister” (Holton v. Elliott, 193 N. C., 708, 138 S. E., 3), to trustees for education of a girl to be selected by them (Humphrey v. Board of Trustees, 203 N. C., 201, 165 S. E., 547).

In Whitsett v. Clapp, 200 N. C., 647, 158 S. E., 183, a bequest of a sum derived from certain rents to be paid annually to the trustees of a church for the purpose of keeping up preaching in said church, remainder of rents to trustees of Orange Presbytery for the purpose of keeping up preaching in weak churches, and bequest of income from another fund to be paid trustees of Orange Presbytery to be used for home missionary work, were upheld, the Court saying: “The trustees of Spring-[228]*228wood Church and of Orange Presbytery are beneficiaries with capacity to invoke the equitable jurisdiction of the courts, as are also the members of a board or department whose duty it is to raise funds for. home mission work and the support of weak churches — churches whose maintenance is dependent upon financial aid. ~We are therefore of opinion that the trusts created by the will are not void, but are sufficiently definite to be enforced.”

In Miller v. Atkinson, supra, the Court said: “A charitable trust is not too indefinite, provided the purposes of the trust are indicated with enough certainty to enable courts to see that there may be ways and means to give effect to them.”

In Benevolent Society v. Orrell, 195 N. C., 405, 142 S. E., 493, and in Hass v.

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214 N.C. 224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woodcock-v-wachovia-bank-trust-co-nc-1938.