Dirlam v. Morrow
Dirlam v. Morrow
Opinion of the Court
This was an action to construe the will of Susan M. Sturges, which contained twenty paragraphs relating to the disposition of her estate. The principal paragraphs asked to be reviewed are Numbers 13, 17 and 18. Since the court of appeals, on appeal, found that there was no organization in existence which could take as legatee under paragraph No. 13, we therefore concern ourselves with a construction of paragraphs Nos. 17 and 18 of the will, bequeathing the residue of the testatrix’s estate. These paragraphs are as follows:
“17. To the First Congregational Church of Mansfield, Ohio, and the Mayflower Memorial Congregational Church of Mansfield, Ohio, as residuary legatees of my estate I bequeath the remainder of my estate and all my real estate on W. Park Ave., Mansfield, Ohio, the income to be used for religious and Philanthropic work in Mansfield, Ohio, especially among children and young people, promoting among them Christian living the fruit of*280 the spirit as shown in Galatians, Chap. 5, Verse 22, total abstinence from strong drink and tobacco in all forms, rules of health, thrift and economy. I wish these two church pastors with two women and two men from each church (to be elected; yearly by the several churches) to constitute a Board in connection with the pastor and a man and woman (to be elected yearly by each church) from each of the evangelical churches of Mansfield, this Board to elect five or seven from its membership composed of men and women equally to administer the income from this trust. I wish the Salvation Army to have the same representation as the churches, the head of the organization in Mansfield and one man and one woman as member of the Board. I wish only total abstiners from strong drink and tobacco to be on this administration Board or members of the larger or smaller Board in any capacity, I do not wish any of this money appropriated to any church. I wish the property belonging to my estate to be kept in good order.
“(18.) If any of the children, grandchildren, or great-grandchildren to the number of three of my father, Edward Sturges, Sr., should desire I wish they should have good house accommodations in the old homestead or some house standing on my property, fronting on Park Ave., W., if they should in the opinion of the administration Board be objects of charity they shall receive two hundred ($200.00) dollars yearly in these provisions. The nearest of kin to my mother shall have first choice. I earnestly hope this part of my bequest may not be necessary but consider it a wise provision.”
A careful scrutiny of paragraph No. 17 will reveal that the trust imposed upon the residuum of the estate is so vaguely defined, the method of creating the administrative board or agency so uncertain and indefinite, and the method of execution of the charities named so ambiguous, that the court is compelled to hold that dispositive paragraph void for uncertainty. It follows that paragraph No. 18 is also void, as this paragraph but accentuates the uncertainty of the preceding one, by attaching thereto a private charity which may conflict with the public charities sought to be created in paragraph No. 17, In paragraph No. 17 the testatrix has devoted the income from the residuum of her estate, but in the subsequent paragraph, No. 18, she has charged the same property and income for the benefit of certain relatives who may, in the opinion of the board, become objects of her charity.
The judgment of the court of appeals is affirmed.
Judgment affirmed.
Dissenting Opinion
dissenting. I feel compelled to enter an emphatic dissent to the per curiam opinion of the majority of the court in this case. The principal contention in this case relates to paragraph No. 17 of the will of Susan M. Sturges, and,
A careful study of the decisions of the courts of Ohio covering the last twenty-five years discloses that the courts are continually trending toward the substance and away from technicalities. This decision, however, is very far from being in line with that trend. In fact this decision is diametrically opposed to the decision of this court in the case of Palmer v. Oiler, Exrx., ante, 271, which decision was in fact rendered on the same day as the cause at present under consideration. I desire to refer to the opinion in that case, and each and every part thereof, because the two cases are so nearly alike that one opinion might very well have answered for both cases.
The trust defined in paragraph 17 of the will is stated in a few words, “the income to be used for religious and philanthropic work in Mansfield, Ohio, especially among children and young people.” It should not be necessary to make comment upon language so plain as this. It is said that Mrs. Sturges wrote this will herself without the aid of counsel. If so, it is certainly a great tribute to her intelligence, because she has expressed the purposes of this trust in much better language than is to be found in the expressed purposes of certain religious and philanthropic corporations organized under Ohio laws. I have taken the trouble to examine the expressed purposes of several Y. M. C. A. and Y. W. C. A. associations in Ohio. The purpose of the Y. M. C. A. at Canton, Ohio, is as follows: “Organizing, developing and conserving Young Men Christian Associations in Townships, Villages, and rural communities, and of promoting the spiritual, intellectual and social and physical welfare of the men and boys of Stark county along the lines marked out by and in accordance with the policy of the State executive committee of the Young Mens Christian Association of the State of Ohio.” The purpose of the Railway Y. M. C. A., at Zanesville, Ohio, is: “Developing the Christian and usefulness of its members and to promote the spiritual,- mental, social and physical welfare of young men.” That of the Y. M. C. A., Ironton, Ohio: “Conducting religious services, performing Christian work and co-operation for the benefit of
All of the foregoing declarations of purpose were undoubtedly drawn by attorneys or other professional men and women who gave careful study to the matter, and it seems to me that the language used by Mrs. Sturges is clearer and more concise than many of the ones above quoted. Surely it cannot be claimed that it is impossible to carry out the purpose of carrying on religious and philanthropic work among children and young people in Mansfield, Ohio. The late J. G. Schmidlap of Cincinnati was a noted philanthropist and he gave a half-million dollars “for the relief of suffering.” In the case of People, ex rel. Ellert, v. Cogswell, 113 Cal., 129, the bequest was, “for the boys and girls of California.” The celebrated will of James Smithson provided for “an establishment for the increase and diffusion of knowledge among men.” Other purposes in other wills which have been approved by the courts are as follows: “For education in economic and sanitary science in Great Britain,”
Hundreds of other charitable bequests might be quoted, but it is useless to multiply the number. I will not undertake to repeat the discussion of the Ohio cases on this subject, but will merely refer to the opinion in the case of Palmer v. Oiler, supra. The conclusion reached in that case applies with equal force in this case, to-wit, “charity is one of those objects for which courts of equity have smce the earliest times applied the principles of equity to make good those gifts which at law might be technically illegal or informal. * *' * All such authorities evince a disposition to be liberal in the construction of such gifts and to hold them valid and enforceable if they are possible of execution, and to declare only those invalid and unenforceable which are impossible of execution.”
It is further stated, however, in the majority opinion, that the method of creating the administrative board or agency is uncertain and indefinite and the method of execution of the charities is ambiguous. There are two answers to this proposition. The first answer is that it is difficult to find anything indefinite or uncertain in the method of creating the administrative board, and the second answer is that even if it were impossible to create the administrative board along the lines laid down in paragraph 17 this would not be a fatal defect, because the uhiform holdings of this court are that a trust will never be permitted to fail for the want of a trustee,
On the other hand, if it shall be conceded for the purposes of the argument that the manner of creating the board is uncertain and indefinite, it has repeatedly been held by all the courts of the United States and England whose decisions are entitled to any respect that a trust should not be permitted to fall on account of the uncertainty of a trustee, or the uncertainty of the manner of his selection. In. addition to what has been said in the opinion in the case of Palmer v. Oiler, I wish to further say in the matter of the uncertainty of a trustee that the decisions of the Ohio courts and of the supreme court of the United States are in perfect harmony and are diametrically opposed to the conclusions reached in the majority opinion in this case.
In the case of Landis & Vaniman, Exrs. of Urmey, v. Wooden, 1 Ohio St., 160, this principle was discussed at some length by Judge Ranney.
That case, as above noted, was before this court three times for judicial construction and for the court’s direction, and by reference to the report found in 9 Ohio, 203, 287, it will be found that after the death of Mclntire the general assembly of Ohio enacted an amendment to the charter of The Zanesville Canal & Mfg. Co., trustee, giving that corporation power to administer the trust, such enactment being dated the year 1836.
By reference to the case of Vidal v. Girard’s Exrs., 2 How., 127, it will be found that Girard named the mayor, aldermen and citizens of Philadelphia as trustees to carry out the trust. Thereafter a corporation was organized under Pennsylvania laws incorporating the mayor, aldermen and citizens of Philadelphia into a separate corporation for the particular purpose of carrying out the provisions of the trust.
More than a dozen such instances can be found among the reported cases, all of which will be found
In the case of Landis & Vaniman, Exrs. of Urmey, v. Wooden, supra, Judge Ranney made the following closing observation in his opinion: “It is suggested that the trustees in this case should be changed. The papers present no reason why this court should interfere with the appointment made by the testator himself. If for any reason hereafter, the" trust shall not be faithfully executed, the court of chancery in the county will possess full power to remedy the defect so as to carry into full effect the intention of the testator: for no trust can fail for the want of a trustee.”
It is urged, however, in the majority opinion, that paragraph No. 18 is also void. And if the majority opinion can be said to assign any reason for its conclusion concerning paragraph No. 18, it is found in the following language: “by attaching thereto a private charity which may conflict with the public charities so to be created in paragraph No. 17.” A careful examination of the two paragraphs will show that there is no conflict. It is true that in No. 18 the testatrix sought to make some provision for needy relatives. This provision, however, was confined to three persons, and it has been stated in argument that they ate old and these charges against the property cannot long continue. These benefactions would make no impression upon the value of
Many other instances might be cited where provisions of a will similar to paragraph 18 of the will of Mrs. Sturges have been upheld. Even if paragraph 17 is invalid it does not follow that paragraph 18 is invalid, because they are entirely separate paragraphs; and after 17 has been declared to be invalid there is absolutely no reason for declaring 18 to be invalid and it is a particularly cruel thing to do so. After paragraph 17 has been declared invalid the provisions of paragraph 18 are left standing alone, and they amount to only a reasonable provision for needy relatives. Surely there is nothing indefinite or uncertain in the requirement that house accommodations be furnished to relatives, not exceeding three in number, and in addition thereto the sum of $200 annually, if they should become objects of charity.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.