| 17
U.S. 1 4 L.Ed. 499,
4 Wheat. 1 (Cite
as: 17 U.S. 1) Supreme
Court of the United States TRUSTEES
OF THE PHILADELPHIA BAPTIST ASSOCIATION et al. v. HART'S
EXECUTORS [FN1]
FN1
This case was practically overruled in Vidal v. Girard's Executors, 2 How.
127; for though it is there stated to have been decided upon the local law of
Virginia, where the English statute of 43 Eliz., ch. 4, was not in force, yet
the court came to the conclusion, in the latter case, that the jurisdiction of
the chancery over charitable uses was not derived from the statute, it appearing
from the publication of the ancient English records, to have been exercised, in
many cases, long before the statute was passed; and, of course, the argument derived
from the repeal of all English statutes by the legislature of Virginia, fell to
the ground. See Fontain v. Ravenel, 17 How. 394. In Perin v. Carey,
24 Ibid, 501, the court admitted, that whatever doubts on that subject had been
expressed in the Baptist Association v. Hart's Executors, they had been removed
by later and more satisfactory sources of information. So also in Kain v. Gibboney,
101 U. S. 367, Mr. Justice STRONG, says, that 'trusts for charitable uses are
not dependent for their support upon that statute; before its enactment, they
had been sustained by the English chancellors, in virtue of their general equity
powers, in numerous cases, and generally, in this country, it has been settled,
that courts of equity have an original and inherent jurisdiction over charities,
though the English statute is not in force, and independent of it.' This, however,
is not the law of Virginia. Ibid.
February 2, 1819 West
Headnotes Charities
k3 75k3 St.
43 Eliz. c. 4, gave validity to some devises to charitable uses which were not
valid independent of the statute, and is still in force. Charities
k3 75k3 The
statute of 43 Eliz., relating to charitable uses, is not in force. Charities
k7 75k7 That
charitable bequest made by a citizen of Virginia was for a foreign object in another
jurisdiction did not invalidate the bequest. Charities
k20(3) 75k20(3) Where
a charitable devise is void at law from the fact that the society to which the
devise is made is unincorporated, the incorporation of the society after the testator's
death does not validate the bequest. Charities
k20(3) 75k20(3) A
bequest directly to an unincorporated charitable or religious association is void
for want of a person to take the legal title. Charities
k20(3) 75k20(3) A
charitable bequest or devise to a religious association not incorporated at testator's
decease cannot be taken as a gift to the individuals who then composed the association. Charities
k42 75k42 The
government of a state, as parens patriae, has right to enforce all charities of
a public nature by virtue of its general superintending authority over the public
interests, where no other person is intrusted with it. Charities
k43 75k43 The
original interference of chancery in the administration of charities was founded
on St. 43 Eliz. c. 4, and depends on that statute. Charities
k49 75k49 Conceding
that in England the power of the king as parens patriae would, independent of
statute, extend to charities not enforceable in equity, the question as to how
far that principle would govern in courts of the United States could not arise,
where the attorney general was not made a party. Charities
k50 75k50 Where
charitable bequest is indefinite or there are no trustees or no persons competent
to take, or objects are of a general and public nature, the government, to whom
superintendency of such charities belongs, should be made a party to bill to establish
charity by its attorney general. Charities
k50 75k50 Where
a charity created by will is definite in its nature, and trustees are appointed
to take or execute it, a suit at instance of such trustees to establish charity
may be maintained without government being made a party. Constitutional
Law k94 92k94 The
rights of heirs to property, vested in them because of the incapacity of the devisees
to take, cannot be affected by a subsequent statute authorizing the devisees to
take. Wills
k733(1) 409k733(1) A
legacy must take effect at the death of the testator or be void at that time,
and the right then vests in another. Associations
k15(3) 41k15(3) Unincorporated
associations cannot take by devise. Federal
Courts k3.1 170Bk3.1 (Formerly
106k414) Where
court of chancery could not, by virtue of its general jurisdiction, take cognizance
of or sustain charitable devise void because made to unincorporated society, the
circuit court of the United States also lacked jurisdiction. IN
the year 1790, Silas Hart, a citizen and resident of Virginia, made his last will
in writing, which contains the following bequest: 'Item, what shall remain of
my military certificates, at the time of my decease, both principal and interest,
I give and bequeath to the Baptist Association that, for ordinary, meets at Philadelphia,
annually, which I allow to be a perpetual fund for the education of youths of
the Baptist denomination, who shall appear promising for the ministry, always
giving a preference to the descendants of my father's family.'
In 1792, the legislature of Virginia passed an act, repealing all English statutes,
including that of the 43 Eliz., c. 4. In the year 1795, the testator died. The
Baptist Association which met annually at Philadelphia, had existed as a regularly
organized body, for many years before the date of this will, and was composed
of the clergy of several Baptist churches, of different states, and of an annual
deputation of laymen from *3 the same churches. It
was not incorporated, until the year 1797, when it received a charter from the
legislature of Pennsylvania, incorporating it by the name of 'The Trustees of
the Philadelphia Baptist Association.' The executors having refused to pay the
legacy, this suit was instituted in the circuit court for the district of Virginia,
by the corporation, and by those individuals who were members of the association
at the death of the testator. On the trial of the cause, the judges of that court
were divided in opinion, on the question, whether the plaintiffs were capable
of taking under this well? Which point was, therefore, certified to this court. The
Attorney-General, for the plaintiffs, argued, that the peculiar law of charitable
bequests did not originate in the statute of the 43 Eliz., which was repealed
in Virginia, before the death of the testator. If lands had been conveyed in trust,
previous to the statute, for such purposes as are expressed in this will, the
devise would have been held good at law; and consequently, the court of chancery
would have enforced the trust, in virtue of its general equity powers, independent
of that statute. The statute does not profess to give any validity to devises
or legacies of any description, not before valid; but only furnishes a new and
more convenient mode for discovering and enforcing them; but the case before the
court is such as requires the interposition only of the ordinary powers of a court
of equity. Devises equally vague and indefinite, have been sustained in courts
of common law, before the statute of Elizabeth, *4 and would, a fortiori,
have been supported in courts of equity. Porter's Case, 1 Co. 22 b;
Plowd. 522. And the court of chancery, exercising the prerogative of the king
as parens patrioe, has been constantly in the habit of establishing charitable
bequests of this nature. 'In like manner,' says Lord Chancellor MACCLESFIELD,
'in the case of charity, the king, pro bono publico, has an original right
to superintend the case thereof, so that, abstracted from the statute of Eliz.,
relating to charitable uses, and antecedent to it, as well as since, it has been
every day's practice, to file informations in chancery, in the attorney-general's
name, for the establishment of charities.' Eyre v. Countess of Shaftsbury,
2 P. Wms. 119. So also, Lord Keeper HENLEY says, 'and I take the uniform rule
of this court, before, at, and after the statute of Elizabeth, to have been, that
where the uses are charitable, and the person has in himself full power to convey,
the court will aid a defective conveyance to such uses. Thus, though devises to
corporations were void under the statute Hen. VIII., yet they were always considered
as good in equity, if given to charitable uses.' Case of Christ's College,
Cambridge, 1 W. Black. 91. The powers of the court of chancery over these
subjects, are derived from, and exercised according to the civil law. 3 Bl. Com.
476; White v. White, 1 Bro. C. C. 15; Moggridge v. Thackwell,
7 Ves. 36. Lord THURLOW says, 'the cases have proceeded upon notions adopted from
the Roman and civil law, which are very favorable to charities, that legacies
given to public uses, not ascertained, shall be applied to some *5 proper
object.' White
v. White, 1 Bro. C. C. 15. By that law, bequests for charitable purposes,
ad pios usos, are not void for uncertainty. Swinb. pt. 1, § 16; pt. 7, § 8.
But even supposing all the powers of the English court of chancery over charities
to have been originally derived from the statute of Elizabeth, still it does not
follow, that the courts of the United States have not all the powers which the
English courts of equity possessed, when this country was separated from the British
empire. The chancery system originated in various sources; in the peculiar jurisprudence
of the court, which may be denominated its common law; in statutes; and in the
authority of the chancellor, as keeper of the king's conscience. It is difficult
to find any chancery decisions wholly purified from the influence of statutory
provisions. The grant of equity powers in the constitution, to the national judiciary,
extends 'to all cases in equity.' It is not limited to those cases which arise
under the ordinary jurisdiction of the court of chancery. This is not a question
of local law, nor can the equity jurisdiction of the United States courts depend
upon the enactment or repeal of local statutes. This court has already determined,
that the remedies in the court of the United States, in equity, are to be, not
according to the practice of state courts, but according to the principles of
equity as known and practised in that country from which we derive a knowledge
of those principles. Robinson v. Campbell, 3 Wheat. 212. In England,
this bequest would, unquestionably, be sustained. The association, which was
*6 the object of the testator's bounty, though unincorporated at the time,
was certainly as definite a body as the 'sixty pious ejected ministers,' in one
case (Attorney-General v. Baxter, 1 Vern. 248; Attorney-General
v. Hughes, 2 Ibid. 105), or, 'the charitable collections for poor dissenting
ministers living in any county in England,' in another. Waller v. Childs,
Amb. 524. Nor was it necessary that they should be incorporated, in order to take.
A devise by an impropriator, directly 'to one who served the cure, and all who
should serve it after him,' &c., has been carried into effect. Anon.,
2 Vent. 349. So, if the devise be to a charitable use, though the object be not
in esse, and though it depend on the will of the crown, whether it shall ever
be called into existence, equity will establish it. Lady Downing's case,
Ambl. 592; Aylet v. Dodd, 2 Atk. 238; Attorney-General v.
Oglander, 3 Bro. C. C. 166; Attorney- General v. Bowyer, 3 Ves.
jr. 725. Leigh,
contra, contended, that the association could not take the bequest, either in
their individual or in their collective capacity. Not as individuals; because
the persons composing the association were continually fluctuating, and were not
designated, nor indeed known, at the time of the bequest. No personal benefit
was intended to them. The testator's intent was, to constitute the association,
in its collective capacity, trustee of the fund, for this charitable purpose;
and whether the trust can be carried into effect or not, they cannot take individually
*7 to their own use. Morice v. Bishop of Durham, 9 Ves. 399;
s. c. 10 Ibid. 522. Nor can they so take in their collective capacity, because
not incorporated at the time: and the subsequent incorporation does not help their
case. 8 Vin. Abr. tit. Devise H. pl. 1; Widmore v. Woodroffe, Ambl.
636. Therefore, this is to be regarded as a bequest to charitable uses, without
the intervention of trustees to take the legal estate and fulfil the uses. According
to the law of Virginia, which must govern in this case, such a trust cannot be
carried into effect by any court in any mode. Had such a case occurred in England
it is admitted, that the court of chancery would carry the trust into effect,
by supplying legal and capable trustees, to take and hold the fund for the objects
of the testator's charity; or, if those objects were not designated in the testator's
will with sufficient certainty, would execute it, upon the doctrine of cy pres,
for objects ejusdem generis, according to a scheme digested by the master.
But the court of chancery in England exercises such powers solely in virtue of
the statute of the 43 Eliz. All
ancient precedents of the exercise of such powers, to effect such charitable uses,
are expressly stated to be founded on that statute. Attorney- General v.
Rye, 2 Vern. 453; Rivett's case, Moor 890; Pigot v. Penrice,
2 Eq. Cas. Abr. 191, pl. 6; Attorney-General v. Hickman, Ibid. 193,
pl. 14. As all the early decisions are founded on the statute, so the more modern
cases are founded on the authority of the ancient; with this only extension of
their principle, that although the statute merely provides that *8 charitable
donations shall be applied to such of the charitable uses therein expressed, for
which they were appointed by the donors or founders, the court of chancery has
gone a step farther, and held, upon the equity of the statute, that where objects
of charity are in any way pointed out, however vaguely and indefinitely, the court
will apply the fund to charitable uses of the same kind with those intended by
the donor, according to a scheme digested by the master. Baylis v. Attorney-General,
2 Atk. 239; White v. White, 1 Bro. C. C. 12; Moggridge v.
Thackwell, 3 Ibid. 517, S. C. 1 Ves. jr. 464; s. c. 7 Ibid. 36. All the elementary
writers and compilers concur in deducing the jurisdiction of the English court
of chancery over charitable bequests from the statute of Eliz.; tracing all the
powers of the court, as a court of equity, over this subject, to that source;
its liberality and favor toward charitable donations; its practice of supplying
all the defects of conveyances to charitable uses; of substituting trustees where
those named by the donor fail, before the vesting of the legal estate; and of
taking on itself the execution of the trust, where incapable, or no trustees are
appointed by the donors. 2 Bl. Com. 376; 2 Fonbl. Eq. 213; Roberts on Wills 213,
214; 1 Bac. Abr., tit. Ch. Uses; 5 Vin. Abr. same tit.; 1 Burn's Eccles. Law,
same tit. Indeed, no donation is considered in England as a donation to charitable
uses, unless for such uses as are enumerated in he statute of Eliz., or such as
are analogous. Attorney-General v. Hewer, 2 Vern. 387; Brown
v. Yeale, 7 Ves. 50, note c; Morice v. Bishop of Durham,
9 Ibid. 399; s. c. 10 Ibid. 540. The very signification of *9 the words
charity and charitable use are derived from that statute. In the case last cited,
Sir W. GRANT said, 'In this court, the signification of charity is derived principally
from the statute of Elizabeth. Those purposes are considered charitable which
that statute enumerates, or which, by analogies, are deemed within its spirit
and intendment.' Morice v. Bishop of Durham, 9 Ves. 399. Lord ELDON,
in rehearing the same case, confirms the doctrine. 'I say, with the master of
the rolls, a case has not yet been decided, in which the court has executed a
charitable purpose, unless the will contains a description of that which the law
acknowledges to be a charitable purpose, or devotes the property to purposes of
charity in general.' S. C. 10 Ves. 540. In a previous case, Lord LOUGHBOROUGH
had said, 'It does not appear that the court, before that period (the 43 Eliz.),
had cognisance of informations for the establishment of charities. Prior to the
time of Lord ELLESMERE, so far as tradition in times immediately following goes,
there were no such informations, but they made out the case as well as they could
at law.' Attorney-General v. Bowyer, 3 Ves. 726. The
repeal of the English statute of charitable uses by the legislature of Virginia,
must be considered as almost, if not entirely, repealing that whole head of equity.
The effect of this repeal may be estimated, by recurring to the history of the
system of equitable jurisprudence. Every part of that system has been built up
since the 43d year of Elizabeth, and there is not a single chancery case, touching
charitable bequests, prior to the *10 statute of that year. The court is
then driven to ascertain, either the common-law method of effecting charitable
uses, or the jurisdiction of the English chancery, independent of the statute.
Lord LOUGHBOROUGH says, that it had no jurisdiction whatever of the matter, before
the statute, and that they made out the case as well as they could at law; and
he instances certain cases. Porter's Case, 1 Co. 23; Sutton Hospital
Case, 10 Ibid. 1. The jurisdiction of the court of chancery, in England, abstracted
from, and independent of, the statute of the 43 Eliz., may be inferred from the
course of the court, in cases where the donors of charities, failing to point
out any object of charity, or designating improper, impolitic or illegal objects,
the statute gives the court no authority to direct the charity to any definite
purpose. In all such cases, the disposition of the funds belongs to the king,
as parens patrioe, and is made by him under his sign manual. In Moggridge
v. Thackwell, 7 Ves. 36, Lord ELDON, after reviewing all the cases (acknowledging
that they conflicted with each other, and that his own mind was perplexed with
doubts), came to this general conclusion, which he deemed the most reconciable
to authorities; that when the execution of the trust for a charity is to be by
a trustee, with general, or some, objects pointed out, there the court will take
upon itself the execution of the trust: but where there is a general indefinite
purpose, not fixing itself on any object, the disposition is to be made by the
king's sign manual. A due attention to *11 the cases there collected by
Lord ELDON, will show that the first class of cases are those over which the statute
of the 43 Eliz. gives the court a jurisdiction, and which it will consequently
exercise; and that the second class consists of those which belong to its jurisdiction,
abstracted and independent of the statute, and in which the disposition belongs
to the king. Attorney-General v. Syderfen, 1 Vern. 224; Frier
v. Peacock, there cited; Attorney-General v. Herrick, Ambl.
712. So, if the donation be to a charitable use, but one which is deemed unlawful
or impolitic, the disposition belongs to the king. Attorney-General v.
Baxter, 1 Vern. 248; De Costa v. De Pas, Ambl. 228; Cary
v. Abbott, 7 Ves. 490. And were it not for the statute, all charitable
donations, whatever, would be subject to the disposition of the king, as parens
patrioe. It
is true, there are some dicta, which, at first sight, seem to support a
different doctrine. Such is that of Lord Keeper HENLEY, in the case of Christ's
College, 1 W. Black. 91. But this dictum is directly contradicted by
Lord LOUGHBOROUGH, in the Attorney-General v. Bowyer, 3 Ves. 726.
Lord Keeper HENLEY cites no authority for this dictum; but Lord Chief Justice
WILMOT having, in the case of Downing College (Wilm. Notes 1), said something
of the same kind, cites the authority which, doubtless, Lord Keeper HENLEY had
in his mind, which is what fell from Lord MACCLESFIELD, in Eyre v. The
Countess of Shaftsbury. 'And in like manner, in case of charity, the king,
pro bono publico, has an original *12 right to superintend the care
thereof; so that, abstracted from the statute of Elizabeth relating to charitable
uses, and antecedent to it, as well as since, it has been every day's practice
to file an information in chancery, in the name of the attorney general for the
establishment of charities.' 2 P. Wms. 118-19. Whence it appears, that the information
which might be filed in the attorney-general's name, for the establishment of
charities, abstracted from, and independent of, the statute, related to such as
depended on the disposition of the king as parens patrioe. This explanation
is corroborated by what is said by Lord SOMERS, in the case of Lord Falkland
v. Bertie, 2 Vern. 342. Lord THURLOW'S dictum, in White v.
White (1 Bro. C. C. 15), that 'the cases had proceeded on notions derived
from the Roman and civil law,' cannot be construed to extend to the entire adoption
of the civil law on charities. By the civil law, if a man make a will containing
a charitable bequest, and afterwards cancel the will, the bequest to charity is
not thereby revoked. It is otherwise by the law of England. So, in case of a deficiency
of assets, the civil law gave a preference to charitable legacies; but in the
English court of chancery, they abate in proportion. Attorney-General v.
Hudson, 1 Coxe's P. Wms. 675, and note. The
conclusion, then, is, that in every case of charity, wherein the English court
of chancery has not jurisdiction to durect the application of the *13 charity,
either by the words or the equity of the statute 43 Eliz., the disposition belongs
to the king, as parens patrioe, and the court of chancery is only resorted
to, in order to enforce his disposition. That statute being repealed in Virginia,
and no similar one enacted in that state, the disposition of all charitable donations
is in the parens patrioe of Virginia. The courts of the United States cannot
direct this charity, or carry it into effect. It is the government of Virginia
which is the parens patrioe of that state. At the revolution, all the rights
of the crown devolved on the commonwealth; and still remain in the commonwealth,
except such as are delegated to the United States by the national constitution.
But none of the rights that appeartain to the state government, as parens patrioe,
are delegated to the United States. Can this, or any other court of the United
States, pretend to the care or guardianship of infants, lunatics and idiots? If
not, neither can they undertake the direction of a charity, which stands on the
same footing as belonging to that government which is parens patrioe. Even,
therefore, if it were admitted, that the court of chancery of Virginia could carry
this bequest to charitable uses into effect, the courts of the United States cannot. Another
objection to the jurisdiction of those courts is, that the attorney- general (that
is, of Virginia) representing the parens patrioe, must be made a party.
Mitf. Plead. 7, 93; Cooper's Plead. 219; Anon., 3 Atk. 277; 2 Ibid. 87;
Monell v. Lawson, 1 Eq. Cas. Abr. 167; Attorney-General v.
Hewett, 9 Ves. 432. But *14 to make the attorney-general of Virginia,
that is, the state of Virginia, a party defendant, would be contrary to the constitution
of the United States. There is a further, and an insurmountable objection to the
jurisdiction of the United States courts in cases of charity, where there is no
trustee appointed, or (which is the same thing) unascertainable and incapable
trustees are appointed. If not the whole jurisdiction of the English court of
chancery, at least so much of it as is abstracted from, and independent of, the
statute 43 Eliz., belongs neither to its ordinary nor extraordinary jurisdiction,
but to the Lord Chancellor personally, as delegate to the king. But by the constitution
and laws of the United States, the only branch of the English chancery jurisdiction
which is vested in the courts of the United States, is the ordinary or equity
jurisdiction of the court of chancery in England. Finally,
it is impossible to give effect to this charity in any mode. Not only are the
trustees uncertain and unascertainable, but the objects of the charity are also
uncertain, and not ascertainable by this court. The very idea of the court attempting
to execute the trust, cy pres, and referring it to the master to digest
a scheme for that purpose, is absurd and impracticable. The
Attorney-General, in reply, insisted, that if it were necessary to show the
capacity of the plaintiffs as trustees, it could be done. Id certum est quod
certum reddi potest: and the court might direct the money to be paid to those
who constituted the association at *15 the time of the bequest. But this
association was incorporated shortly after the death of the testator; and it is
sufficient to support the charity, that its objects may be in esse. The
first of the two cases, cited to show that the devise must take effect at the
time, or not at all, was a devise of lands to the priests of a chantry or college
in the church of A.; and there were none such, neither chantry, college nor priests.
8 Vin. Abr. tit. Devise, H. But suppose there had been, as in the case now before
the court, would their want of a corporate character have defeated the devise?
But this case is entirely inapplicable. The objects designated did not exist,
even under the description which the testator used. Nor did they exist, at the
time of the decision, so as to present the question as to the efficacy of the
devise in that respect; and all that the court said upon this subject, must be
regarded as extrajudicial. The whole question was on a devise of lands, on the
rigid rules of the common law. The case of Widmore v. Woodroffe,
Ambl. 636, was a bequest of money to the corporation of Queen Anne's Bounty to
augment poor vicarages, which was held to be void by the statute of mortmain,
as the corporation were bound by their rules to lay out their donations in lands.
It does not touch the question, whether a devise of a charity must take effect
at the death of the testator, or not at all. But if the court should think, that
the Baptist Association were incapable of taking, as trustees, at the death of
the testator, and that there must be some person then in esse, to hold
the legal estate, the *16 executors will be considered, by a court of equity,
as trustees, whether so named or not. 1 Bridg. Index 761. So also, the court will
regard the heir as a trustee for the same purpose. 2 Ibid. 607. The case of the
Attorney-General v. Bowyer, was decided on this very principle. The
law had thrown the legal title on the heir, but he was held responsible for the
intermediate profits, in the imputed character of a trustee. 3 Ves. 726. The
position, that the English court of chancery derives the jurisdiction now in question
from the statute of Eliz., is denied. The title of the act is, 'Commissioners
authorized to inquire of misemployment of lands or goods, given to hospitals,
&c., which, by their orders, shall be reformed.' The preamble recites, that
whereas, lands, &c., had been theretofore given, limited, appointed and assigned,
to various objects which are specified, which lands, & c., had not been employed
'according to the charitable intent of the givers and founders thereof, by reason
of frauds, breaches of trust, and negligence in those that should pay, deliver
and employ the same.' It is clear, from this preamble, that no new validity was
intended to be given to these donations. Their previous validity is admitted;
and the mischief was, that they had been defeated by the frauds, breaches of trust,
and negligence of those who should have paid them. Frauds and breaches of trust
were, at this time, known heads of the equitable jurisdiction of the court of
chancery; but the statute proceeds to provide a new remedy for *17 the
mischief announced in the preamble. This is the appointment of commissioners,
with powers to institute an inquisition to detect the frauds which had been practised;
authorizing the commissioners, conformable to the title of the act, to make orders
to carry the intention of the donor into effect; and allowing the party injured
by such orders, to complain to the chancellor for an alteration or reversal of
such orders. Even supposing the statute did profess to confer on the court of
chancery a new jurisdiction, it is merely an appellate jurisdiction from the decrees
of the commissioners; and this appeal is given to one party only, he who is charged
with the fraud. So that, it is neither an original jurisdiction, nor is it a jurisdiction
to enforce a charitable trust. The eighth and ninth sections of the act direct
the commissioners to certify their decrees into the high court of chancery of
England, and the chancery of the Palatinate of Lancaster, and direct the chancellors
to take such order for the due execution of the decrees (of the commissioners)
as to them shall seem fit and convenient. This is not a power to make a decree,
but to execute the decrees made by the commissioners. The 10th section reiterates
the appellate power of the chancellor, recognised by the 1st section. The only
principles the 10th section prescribes for the regulation of the chancellor on
these appeals, are so far from being new to the court, that they have existed
ever since its equitable jurisdiction commenced. If,
then, the jurisdiction of the court of chancery over charitable bequests cannot
be derived from the letter of the statute of Eliz., can it be supported *18
from ancient adjudged cases, interpretative of that statute? Even if it could,
this would be but a frail support; because the court of chancery was then in the
infancy of its existence, and grasping at everything to enlarge that jurisdiction,
which time and usage have since consecrated; and because, if its jurisdiction
to enforce a charity by original bill, is to depend upon the statute, it has been
shown from the statute itself, that it cannot be sustained. But the adjudged cases
do not support the position, that the jurisdiction of the court over charities
is derived from the statute. It is necessary, however, to distinguish between
the two questions, whether a particular charity is within the statute? and whether
the original jurisdiction of the court of chancery is derived from the statute?
The first question properly arises, where the commissioners have acted, and the
court is reviewing their decree in its appellate character. As the commissioners
derive their whole authority from the statute, and are, therefore, confined to
the cases enumerated in it, the first question, upon the threshold of the appeal,
is, whether the case on which they have acted, be within the statute. Of this
description are the cases cited on the other side, as being the ancient cases
upon the authority of which the modern cases have been decided. The cases of the
Attorney-General v. Rye, 2 Vern. 453, and Rivett's Case, Moor
890, are expressly stated by the reporters to have come before the chancellor
on exceptions to the orders of the *19 commissioners. Piggot v.
Penrice, 2 Eq. Cas. Abr. 191, is given by the editor on the authority of another
reporter. Gilb. Eq. Rep. 137. On looking into the original report, it will be
seen, that the question of the statute was not involved in case as it stood before
the Chancellor. The only questions before him were, 1st. Whether any estate in
lands passed to an executor by the words, 'I made my niece Gore, since married
to Sir Henry Penrice, executrix of all my goods, lands and chattels'? and 2d.
What writing would amount to a revocation of a will? At the end of the report,
there is a note in these words: 'Note, the testatrix, by her second will, gave
part of these lands to charitable uses, and they were decreed, at the rolls, to
be good, as an appointment upon the act of parliament, notwithstanding there was
no revocation; but that point was not now in question.' (Ibid.) How this question
came before the Master of the Rolls does not appear; but all that is, decided
is, that the charity is within the statute, which leaves the question of the original
jurisdiction of the court over charities untouched. The
last ancient case cited is that of the Attorney-General v. Hickman,
2 Eq. Cas. Abr. 193. A testator gave his estate to B. and his heirs, &c.,
by a will duly executed; and by a codicil, not attested by three witnesses, declared
the use in these words: 'I would have the same employed for the encouraging such
non-conformist ministers as preach God's word, and in places where the people
are not able to allow them a sufficient maintenance; and for encouraging the
*20 bringing up some to the work of the ministry who are designed to labor
in God's vineyard among the dissenters. The particular method how to dispose of
it, I prescribe not, but leave to their discretion, designing you (B.) to take
advice of C. and D.' This bequest, analogous to that now before the court, though
much more vague and general, was confirmed, and the money decreed to be distributed
immediately, and not made a perpetual charity. But nothing is said of the statute
of Elizabeth, either in the argument, or in the opinion of the court. The question
was, whether B., and his testamentary advisers, C. and D., having all died before
the testatator, the court could supply trustees. The counsel who contended for
this power in the court, supported it, not by the statute, but by the general
authority of the court; instancing a legacy bequeathed in trust, and the death
of the trustee, which, in equity, would not defeat the bequest. The court sustained
its authority, without assigning any particular ground; and it may, therefore,
be fairly inferred, that the court adopted the ground assumed in the argument.
The case is cited from a manuscript report, and another note of the case, in the
margin, goes no further than to say, that it was considered as being within the
description of the statute of Elizabeth, but does not profess to found the power
of the court over the case upon that statute. Nor
do the cases cited to show that the power of the court to give effect to a vague
devise, by the rule of cy pres, is founded upon the statute, support that
position. In the case of Baylis v. *21 The Attorney-General
(2 Atk. 239), 200l. were given under the will of Mr. Church, 'to the ward
of Bread street, according to Mr. _____, his will.' Lord HARDWICKE, after rejecting
testimony to fill the blank, proceeds thus: 'Though the alderman and inhabitants
of a ward are not, in point of law, a corporation, yet, as they have made the
attorney- general a party, in order to support and sustain the charity, I can
make a decree that the money may, from time to time, be disposed of in such charities
as the alderman, for the time being, and the principal inhabitants, shall think
the most beneficial to the ward.' Nothing is said of the statute; and the circumstance
of making the attorney-general a party points rather to the exercise of the king's
prerogative, as parens patrioe, which is independent of the statute. In
White v. White, 1 Bro. C. C. 12, the testator bequeathed one moiety
of the residue of his personal estate to the Foundling, and the other to the Lying-in-Hospital,
and if there should be more than one of the latter, then to such of them as his
executors should appoint. The testator struck out the name of his executor, and
never appointed another. Lord THURLOW held, that this was no revocation of the
legacy, and referred it to a master, to which of the lying-in-hospitals it should
be paid; but he does not countenance the idea of the power thus exercised by him
being derived from the statute of Eliz. On the contrary, he refers it to notions
derived from the Roman and civil law. Moggridge v. Thackwell, 3
Bro. C. C. 517, was a gift of a residue to I. Vaston, *22 to such charitable
uses as he should appoint, but recommending poor clergymen with large families
and good characters; I. V. died in the testator's lifetime. The charity was sustained
and executed by the court; but there is no allusion to the statute in the opinion
of Lord ELD N. He says: 'Vaston, if alive, could not claim this property for his
own use. All the rules, both of the civil and common law, would repel him from
taking the property in that way. This reduces it to the common case of the death
of a trustee, which cannot defeat the effect of a legacy.' The second report of
the same case does not vary the ground taken by the court. 1 Ves. jr. 464. In
the report of the case, on the rehearing, all the cases are collated, yet nothing
is delivered at the bar, or from the bench, referring the power of the court to
the statute of Eliz. 7 Ves. 36. Lord ELDON, speaking of former decisions, says:
'In what the doctrine (of cy pres) originated, whether as supposed by Lord
THURLOW, in White and White, in the principles of the civil law
as applied to charities, or in the religious notions entertained in this country,
I know not.' Ibid. 69. A strange doubt, if the doctrine originated in the statute!
Nor are the elementary writers and compilers understood as deducing the jurisdiction
from the statute. Blackstone, who is cited for this purpose, is treating of a
different subject in the passage of his commentaries referred to. 2 Bl. Com. 376.
Having stated in a preceding page, that corporations were excepted from the statutes
of wills of 32 Hen. VIII., c. 1., and 34 Hen. VIII., c. 5, he says, in the page
cited, that the statute *23 of 43 Eliz., c. 4, is considered as having
repealed that of Hen. VIII., so far as to admit a devise to a corporation for
a charitable use; he then speaks of the liberal construction which had been given
to devises under this statute, byforce of the word appointment; but does not even
insinuate that it was the origin of the chancery jurisdiction. All the other elementary
writers and compilers cited are equally remote from proving the position assumed.
Their remarks are directed to the liberal construction put upon the word appoint,
under the statute of Eliz.; but the principles to be extracted from all the cases
cited by them are the principles of the civil law, by which the court had been
guided, antecedent to, and independent of, the statute. The
Attorney-General v. Hever, 2 Vern. 387, which is cited to prove that
no donation is considered in England as a charitable donation, unless for the
uses enumerated in the statute, or for analagous uses, was a devise to a school;
and the lord keeper decided, that not being a free school, the charity was not
within the statute, and consequently the inhabitants had not a right to sue in
the name of the attorney-general. This is a very different position from that
which the case was cited to prove; and it is an unfounded position: for the statute
authorizes no proceeding in the name of the attorney-general; and it is admitted,
that the attorney-general might, and had, informed in the name of the king as
parens patrioe previous to, and independent of, the statute. Brown
v. Yeale is merely stated in a note, and settles nothing. 7 Ves. 50, note
a. It is true, the *24 statute of Eliz., having enumerated charities,
gave a new technical name to a portion of the uses and trusts recognised by the
civil law. It is this idea which the master of the rolls pursues in Morice
v. The Bishop of Durham, 9 Ves. 399. The trust before the court was for
such objects of benevolence and liberality, as her executor, in his own discretion,
should most approve of. Sir W. GRANT determined, that this was not within the
description of charitable trusts under the statute: that purposes of liberality
and benevolence do not necessarily mean the same as objects of charity. With regard
to charities, he says, that it had been settled upon authorities which it was
too late to controvert, that they should not fail on account of their generality,
but that in some cases, their particular application should be directed by the
king, and in others by the court. But he does not say that the king or the court
derived this power of direction from the statute. The statute is looked at, to
see if the bequest be a charity within it; but the powers of control and direction
in the king and the court are derived from the original respective authority of
the one, as parens patriae, and of the other, as a court of equity. It
is admitted, by the clearest implication, that although the bequest was not a
charity within the statute, yet if any definite object had been indicated by the
will for which the money could have been decreed, it would have been so decreed.
On the rehearing of the same case. Lord ELDON merely confirms the same principles.
10 Ves. 522. But
Lord LOUGHBOROUGH is supposed to have *25 attributed the jurisdiction to
the statute, in express terms, in the case of the Attorney-General v.
Bowyer, 3 Ves. 726. But to understand his words correctly, it is necessary
to observe, that the 43d of Elizabeth's reign, was the year 1601, and that Lord
ELLESMERE received the seals in 1603, the epoch of her decease, and of the accession
of James I. The point under Lord LOUGHBOROUGH'S consideration was the title to
intermediate rents and profits, in the case of a trust to take effect in futuro.
He first considers the question as to the legal right, and introduces Porter's
case (1 Co. 226), and that of the Sutton Hospital, 10 Co. 1. The case
of Porter, he says, was upon a devise before the statute of wills (32 Hen.
VIII., c. 1), and before the statute of uses (27 Hen. VIII., c. 10), and consequently,
before the statute of Eliz. 'It does not appear, that the court, before that period,
had cognisance of informations for the establishment of charities.' At what period?
Not the 43d Eliz., as has been contended; but either the period of the devise,
which was in the 32d of Hen. VIII., or of the decision, which was in the 34th
of Elizabeth. The chancellor proceeds, 'prior to the time of Lord ELLESMERE, as
far as the tradition in times immediately following goes, there was no such information
as that upon which I am now sitting, but they made out the case as well as they
could at law.' The phrase, 'prior to the time of Lord ELLESMERE,' cannot be considered
as equivalent to prior to the 43d of Eliz.; for there is no coincidence in point
of time. The idea is singularly expressed, if he meant to deduce the practice
and authority *26 of informations from the statute of the 43d of Elizabeth.
All that he really meant was, to affirm, that the practice of proceeding on informations
by the attorney-general grew up in the time of Lord ELLESMERE. But this position
is contradicted by Lord Keeper HENLEY (1 W. Bl. 91), by Lord MACCLESFIELD (2 P.
Wms. 119), by Lord SOMERS (2 Vern. 342), by Lord THURLOW (1 Bro. C. C. 15); and
finally, by the admission on the opposite side, that the proceeding of the attorney-general,
was as representing the king in his character of parens patrioe. The chancellor
next proceeds to establish the validity of these devises at common law, and consequently,
independent of the statute; and coming to the exercise of the equitable jurisdiction,
he expressly founds it on the general power of the court over trusts. It results,
then, that by the civil law, devises to pious and public uses were liberally expounded,
and not suffered to fail by their uncertainty; that the ecclesiastical courts,
and courts of equity, acting on ecclesiastical subjects, when called upon to take
cognisance of a devise to pious or public uses, exercised all the powers, before
the statute, which have been since exercised; that the statute of Eliz. came,
and following up the principle of the civil law, made an enumeration of those
gifts to pious and public uses, under the new name of charitable uses; not to
give them new validity, but to discover them by inquisition, and to effectuate
them upon civil-law principles. After the statute, the new name of charitable
uses, became the fashion of the court; and the word appointment *27 was
extended, to produce the same effect which Swinburne had ascribed to the civil
law before. It became unnecessary to look back beyond the statute, for the exercise
of power over a charitable use: the case was brought within the statutory description,
and if found within it, the constructive power of the word appointment was brought
to bear upon it. Whatever
be the origin of the powers of the court of chancery, in England, whether derived
from the peculiar law of the court itself, from statutes, or from the extraordinary
jurisdiction of the chancellor, they are all vested in the courts of the United
States, by the constitution giving to them jurisdiction of all suits in equity
between citizens of different states. There is no necessity that the attorney-general
of Virginia should be made a party, because that is only required where the objects
of the charity contravene the policy of the law; nor is it necessary that the
court should superintend the execution of the trust, since the trustees are appointed
by the testator; nor that the court should refer it to a master to digest a scheme
for its application, as the objects are clearly designated in the will. MARSHALL,
Ch. J., delivered the opinion of the court. It
was obviously the intention of the testator, that the Association should take
in its character as an association; and should, in that character, perform the
trust created by the will. The members composing it must be perpetually changing;
but however they might change, it is 'The Baptist Association that, *28
for ordinary, meets at Philadelphia annually,' which is to take and manage the
'perpetual fund,' intended to be created by this will. This association is described
with sufficient accuracy to be clearly understood; but not being incorporated,
is incapable of taking this trust as a society. Can the bequest be taken by the
individuals who composed the association at the death of the testator? The court
is decidedly of opinion, that it cannot. No private advantage is intended for
them. Nothing was intended to pass to them but the trust; and that they are not
authorized to execute as individuals. It is the association for ever, not the
individuals, who, at the time of his death, might compose the association, and
their representatives, who are to manage this 'perpetual fund.' At
the death of the testator, then, there were no persons in existence who were capable
of taking this bequest. Does the subsequent incorporation of the association give
it this capacity? The rules of law compel the court to answer this question in
the negative. The bequest was intended for a society which was not, at the time,
and might never be, capable of taking it. According to law, it is gone for ever.
The legacy is void; and the property vests, if not otherwise disposed of by the
will, in the next of kin. A body corporate, afterwards created, had it even fitted
the description of the will, cannot divest this interest, and claim it for their
corporation. There
being no persons who can claim the right to execute this trust, are there any
who, upon the *29 general principles of equity, can entitle themselves
to its benefits? Are there any to whom this legacy, were it not a charity, could
be decreed? This question will not admit of discussion. Those for whose ultimate
benefit the legacy was intended, are to be designated and selected by the trustees.
It could not be intended for the education of all the youths of the Baptist denomination,
who were designed for the ministry; nor for those who were the descendants of
his father, unless, in the opinion of the trustees, they should appear promising.
These trustees being incapable of executing this trust, or even of taking it on
themselves, the selection can never be made, nor the persons designated who might
take beneficially. Though
this question be answered in the negative, we must still inquire, whether the
character of this legacy, as a charity, will entitle it to the protection of this
court? That such a legacy would be sustained in England, is admitted. But it is
contended, for the executors, that it would be sustained in virtue of the statute
of the 43 of Elizabeth, or of the prerogative of the crown, or of both; and not
in virtue of those rules by which a court of equity, exercising its ordinary powers,
is governed. Should these propositions be true, it is further contended, that
the statute of Elizabeth does not extend to the case, and that the equitable jurisdiction
of the courts of the Union does not extend to cases not within the ordinary powers
of a court of equity. *30
On the part of the plaintiffs, it is contended, that the peculiar law of charities
does not originate in the statute of Elizabeth. Had lands been conveyed in trust,
previous to the statute, for such purposes as are expressed in this will, the
devise, it is said, would have been good at law; and, of consequence, a court
of chancery would have enforced the trust, in virtue of its general powers. In
support of this proposition, it has been said, that the statute of Elizabeth does
not even profess to give any validity to devises or legacies, of any description,
not before good, but only furnishes a new and more convenient mode for discovering
and enforcing them; and that the royal prerogative applies to those cases only,
where the objects of the trust are entirely indefinite; as a bequest generally
to charity, or to the poor. It
is certainly true, that the statute does not, in terms, profess to give validity
to bequests, acknowledged not before to have been valid. It is also true, that
it seems to proceed on the idea, that the trusts it is intended to enforce, ought,
in conscience, independent of the statute, to be carried into execution. It is,
however, not to be denied, that if, at the time, no remedy existed in any of the
cases described, the statute gives one. A brief analysis of the act will support
this proposition. It authorizes the chancellor to appoint commissioners to inquire
of all gifts, &c., recited in the act, of the abuses, &c., of such gifts,
&c.; and upon such inquiry, to make such order as that the articles given,
&c., may be duly and faithfully employed, to and for the charitable uses and
intents, before rehearsed *31 respectively, for which they were given,
&c. The statute then proceeds, 'which orders, judgments and decrees, not being
contrary or repugnant to the orders, statutes or decrees of the donors or founders,
shall, by the authority of this present parliament, stand firm and good, according
to the tenor and purport thereof, and shall be executed accordingly, until the
same shall be undone or altered by the Lord Chancellor of England,' &c. Subsequent
sections of the act direct these decrees, &c., to be certified to the chancellor,
who is to take such order for their execution as to him shall seem proper; and
also give to any person aggrieved the right to apply to chancery for redress. It
is not to be denied, that if any gifts are enumerated in this statute, which were
not previously valid, or for which no previous remedy existed, the statute makes
them valid, and furnishes a remedy. That there were such gifts, and that the statute
has given them validity, has been repeatedly determined. The books are full of
cases, where conveyances to charitable uses, which were void by the statute of
mortmain, or were, in other respects, so defective, that, on general principles,
nothing passed, have been sustained under this statute. If this statute restores
to its original capacity, a conveyance rendered void by an act of the legislature,
it will, of course, operate with equal effect on any legal objection to the gift,
which originates in any other manner, and which a statute can remove. The
authorities to this point are numerous. In the case of the Attorney- General,
on behalf of St. John's *32 College, in Cambridge, v. Platt
(Cas. temp. Finch 221), the name of the corporate body was not fully expressed.
This case was referred by the chancellor to the judges, who certified, that though,
according to the general principles of law, the devise was void; yet it was good
under the statute of Elizabeth. This case is also reported in Cases of Chancery
267, where it is said, the judges certified the devise to be void at law, but
the chancellor decreed it good under the statute. So, in Chancery Cases 134, it
was decided, that a bequest to the parish of Great Creaton was good, under the
statute. Though this case was not fully nor clearly reported, enough appears,
to show that this bequest was sustained only under the statute of Elizabeth. The
objections to it were, that it was void on general principles, the parish not
being incorporated; and that it would not be decreed, under the statute, the proceedings
not being before commissioners, but by original bill. The Master of the Rolls
ordered precedents to be produced; and on finding one in which four judges had
certified that a party might, under the statute, proceed in chancery, by original
bill, he directed the legacy to be paid. Could this bequest have been sustained,
on doctrines applicable to charities, independent of the statute, no question
could have arisen concerning the rights to proceed by original bill. In Collison's
case, Hob. 136, the will made John Bruet and others, 'feoffees of a home,
to keep it in reparation, and to bestow the rest of the profits on reparation
of *33 certain highways.' On a reference by the chancellor, the judges
declared, that 'this case was within the relief of the 43d of Elizabeth; for though
the devise were utterly void, yet it was, within the words, limited and appointed
for charitable uses.' In
these cases, it is expressly decided, that the bequests are void, independent
of the statute, and good under it. It furnishes no inconsiderable additional argument,
that many of the gifts recited in the 43 Eliz., would not, in themselves, be considered
as charitable; yet they are all governed by the same rule. No dictum has
been found, indicating an opinion that the statute has no other effect than to
enable the chancellor to inquire, by commission, into cases before cognisable
in this court by original bill. It may, then, with confidence be stated, that
whatever doubts may exist in other points which have been made in the cause, there
is none in this: The statute of the 43 Eliz. certainly gave validity to some devises
to charitable uses, which were not valid, independent of that statute. Whether
this legacy be of that description, is a question of more difficulty. The
objection is, that the trust is void; and the description of the cestui que
trust so vague, that no person can be found whose interest can be sustained.
The counsel for the plaintiff insists, that cases equally vague have been sustained
in courts of common law, before the statute; and would a fortiori, have
been sustained in courts of equity. He relies on Porter's case, 1 Co. 226,
and on Plowd. 522. Porter's case is this: Nicholas Gibson, in the 32
*34 Hen. VIII., devised a wharf and house to his wife, upon condition, that
she should, on advice of learned counsel, in all convenient speed, after his decease,
assure, give and grant the said lands and tenements, for the maintenance for ever
of a free school the testator had erected, and of alms-men and alms-women attached
to it. The wife entered into the property, and instead of performing the condition,
conveyed it, in the 3 Edw. VI., by a lease for forty years. Afterwards, in the
34 Eliz., the heir-at-law entered for a condition broken, and conveyed to the
queen. On the validity of this entry and conveyance, the cause depended. On the
part of Porter, who claimed under the lease, it was contended, that the use was
against the act of the 22 Hen. VIII., c. 10, and therefore, void, on which the
estate of the wife became absolute. On the part of the queen, it was argued, 1st.
That the statute of Hen. VIII. avoided superstitious, and not charitable uses.
But if it extended to this, still, that it made the use, and not the conveyance,
void. The devisee, there being no consideration, would stand seised to the use
of the heir. 2. That in case the devise is to the wife, on condition that she
would, by the advice of learned counsel, assure his lands for the maintenance
of the said free-school, and alms-men and alms-women, this might be done lawfully,
by procuring the king's letters-patent incorporating them, and afterwards, a letter
of license to assure the lands to them. Upon these reasons, the court was of opinion,
that *35 the condition was broken, and that the entry of the heir was lawful. In
this case, no question arose concerning the possibility of enforcing the execution
of the trust. It was not forbidden by law; and therefore, the trustee might execute
it. On failing so to do, the condition on which the estate was given was broken,
and the heir might enter; but it is not suggested that the cestui que trust
had any remedy. An estate may be granted on any condition which is not against
law, as that the grantee shall go to Rome; and for breach of that condition, the
heir may enter, but there are no means of compelling the journey to Rome. In the
argument of Porter's case, the only mode suggested for assuring to the
school the benefit intended, is by an act of incorporation, and a letter of license.
In considering this case, it seems impossible to resist the conviction, that chancery
could, then, afford no remedy to the cestui que trust. It is not probable,
that those claiming the beneficial interest would have waited, without an effort,
from the 32 Hen. VIII., when the testator died, or, at any rate from the 3 Edw.
VI., when the condition was conclusively broken, by the execution of the lease,
until the 34 Eliz., and then have resorted to the circuitous mode of making an
arrangement with the heir-at-law, and procuring a conveyance from him to the queen,
on whose will the charity would still depend, if a plain and certain remedy had
existed, by a direct application to the chancellor. If,
as there is much reason to believe from this, and from many other cases of the
same character *36 which were decided at law, anterior to the statute of
Eliz., the remedy in chancery was not then afforded, it would go far in deciding
the present question; it would give much countenance to the opinion, that the
original interference of chancery in charities, where the cestui que trust
had not a vested equitable interest which might be asserted in a court of equity,
was founded on that statute, and still depends on it. These cases, and the idea
they suggest, that at the time chancery afforded no remedy for the aggrieved,
account for the passage of the statute of the 43 Elizabeth, and for its language,
more satisfactorily than any other cause which can be assigned. If,
as has been contended, charitable trusts, however vague, could then, as now, have
been enforced in chancery, why pass an act to enable the chancellor to appoint
commissioners to inquire concerning them, and to make orders for their due execution,
which orders were to be revised, established, altered, or set aside, by him? If
the chancellor could accomplish this, and was in the practice of accomplishing
it, in virtue of the acknowledged powers and duties of his office, to what purpose
pass the act? Those who might suppose themselves interested in these donations,
would be the persons to bring the case before the commissioners; and the same
persons would have brought it before the chancellor, had the law afforded them
the means of doing so. The idea, that the commissions were substituted for the
court, as the means of obtaining intelligence not otherwise attainable, or of
removing inconveniences in prosecuting claims by original bill, which had been
found so *37 great as to obstruct the course of justice, is not warranted
by the language of the act, and is disproved by the efforts which were soon made,
and which soon prevailed, to proceed by way of original. The
statute recites, that whereas, lands, money, &c., had been heretofore given,
&c., some for the relief of aged, impotent and poor people, &c., which
lands, &c., 'nevertheless, have not been employed according to the charitable
intent of the givers and founders thereof, by reason of'--what? of the difficulty
of discovering that such trusts had been created? or of the expensiveness and
inconvenience of the existing remedy? No. 'By reason of frauds, breaches of trust,
and negligence in those that should pay, deliver and employ the same:' that is,
by reason of fraud, breach of trust and negligence of the trustees. The statute
then proceeds to give a remedy for these frauds, breaches of trust and negligences.
Their existence was known, when the act passed, and was the motive for passing
it. No negligence or fraud is charged on the court, its officers, or the objects
of the charity; only on the trustees. Had there been an existing remedy for their
frauds and negligences, they could not, when known, have escaped that remedy. There
seem to have been two motives, and they were adequate motives, for enacting this
statute: The first and greatest was, to give a direct remedy to the party aggrieved,
who, where the trust was vague, had no certain and safe remedy for the injury
sustained; who might have been completely defeated by any compromise between the
heir of the feoffer *38 and the trustee, and who had no means of compelling
the heir to perform the trust, should he enter for the condition broken. The second,
to remove the doubts which existed, whether these charitable donations were included
within the previous prohibitory statutes. We have no trace, in any book, of an
attempt in the court of chancery, at any time, anterior to the statute, to enforce
one of these vague bequests to charitable uses. If we have no reports of decisions
in chancery at that early period, we have reports of decisions at common law,
which notice points referred by the chancellor to the judges. Immediately after
the passage of the statute, we find, that questions on the validity of wills containing
charitable bequests, were propounded to, and decided by, the law judges. Collison's
case was decided in the 15 James I., only seventeen years after the passage
of the act, and the devise was declared to be void at law, but good under the
statute. Two years prior to this, Griffith Flood's case, reported in Hobart,
was propounded by the court of wards to the judges; and, in that case too, it
was decided, that the will was void at law, but good under the statute. Had the
court of chancery taken cognisance, before the statute, or devises and bequests
to charitable uses, which were void at law, similar questions must have arisen,
and would have been referred to the courts of law, whose decisions on them would
be found in the old reporters. Had it been settled, before the statute that such
devises were good, because the use was charitable, these questions could not have
arisen *39 afterwards; or had they arisen, would have been differently
treated. Although
the earliest decisions we have, trace the peculiar law of charities to the statute
of Elizabeth, and although nothing is to be found in our books to justify the
opinion, that courts of chancery, in the exercise of their ordinary jurisdiction,
sustained, anterior to that statute, bequests for charitable uses, which would
have been void on principles applicable to other trusts, there are some modern
dicta, in cases respecting prerogative, and where the proceedings are on the
part of the king, acting as parens patriae, which have been much relied
on at the bar, and ought not to be overlooked by the court. In
2 P. Wms 119, the Chancellor says, 'In like manner, in the case of charity, the
king, pro vono publico, has an original right to superintend the care thereof;
so that, abstracted from the statute of Elizabeth, relating to charitable uses,
and antecedent to it, as well as since, it has been every day's practice to file
informations in chancery, in the attorney-general's name, for the establishment
of charities.' 'This original right,' of the crown, 'to superintend the care'
of charities, is no more than that right of visitation, which is an acknowledged
branch of the prerogative, and is certainly not given by statute.' The practice
of filing an information in the name of the attorney-general, if, indeed, such
a practice existed in those early times, might very well grow out of this prerogative,
and would by no means prove, that, prior to the statute, the law respecting charities
was what it has been since. These *40 words were uttered for the purpose
of illustrating the original power of the crown over the persons and estates of
infants, not with a view to any legal distinction between a legacy to charitable
and other objects. Lord
Keeper HENLEY, in 1 W. Black. 91, says, 'I take the uniform rule of this court
before, at, and after the statute of Elizabeth, to have been, that where the uses
are charitable, and the person has in himself full power to convey, the court
will aid a defective conveyance to such uses. Thus, the devises to corporations
were void under the statute of Hen. VIII.; yet they were always considered as
good in equity, if given to charitable uses.' We think, we cannot be mistaken,
when we say, that no case was decided between the statute of mortmain, passed
in the reign of Hen. VIII., and the statute of Elizabeth, in which a devise to
a corporation was held good. Such a decision would have overturned principles
uniformly acknowledged in that court. The cases of devises in mortmain, which
have been held good, were decided since the statute of Elizabeth, on the principle,
that the latter statute repeals the former so far as relates to charities. The
statute of Geo. II. has been uniformly construed to repeal, in part, the statute
of Elizabeth, and charitable devises comprehended in that act have, ever since
its passage, been declared void. On the same reason, similar devises must, subsequent
to the statute of Henry VIII., and anterior to that of Elizabeth, have been also
declared void. It is remarkable *41 that, in this very case, the Lord Keeper
declares one of the charities to be void, because it is contrary to the statute
of mortmain, passed in the reign of Geo. II. All the respect we entertain for
the reporter of this case, cannot prevent the opinion, that the words of the Lord
Keeper have been inaccurately reported. If not, they were inconsiderately uttered. The
principles decided in this case are worthy of attention: 'Two questions,' says
the report, 'arose, 1st. Whether this was a conveyance to charitable uses, under
the statute of Elizabeth, and therefore, to be aided by this court? 2d. Whether
it fell within the purview of the statute of mortmain, 9 Geo. II., and was, therefore,
a void disposition?' It is not even suggested, that the defect of the conveyance
could be remedied, otherwise than by the statute of Elizabeth. The Lord Keeper
says, 'the conveyance of the 22d of June 1721, is admitted to be defective, the
use being limited to certain officers of the corporation, and not to the corporate
body; and therefore, there is a want of persons to take in perpetual succession.'
(The very defect in the conveyance under the consideration of this court.) 'The
only doubt,' continues the Lord Keeper, 'is, whether the court should supply this
defect, for the benefit of the charity, under the statute of Elizabeth.' It is
impossible, we think, to understand this declaration, otherwise than as an express
admission, that a conveyance to officers, who compose the corporate body, instead
of the corporate body itself, or in other words, a conveyance to any persons not
incorporated *42 to take in succession, although for charitable purposes,
would be void, if not supported by the statute of Elizabeth. After declaring the
conveyance to be good, the Lord Keeper proceeds: 'The conveyance, therefore, being
established under the statute of Elizabeth, we are next to consider how it is
affected under the statute of the 9 Geo. II.' The
whole opinion of the judge in this case, turns upon the statute of Elizabeth.
He expressly declares the conveyance to be sustained by that statute, and in terms,
admits it to be defective, without its aid. The dictum, therefore, that
before that statute, courts were in the habit of aiding defective conveyances
to charitable uses, either contradicts his whole opinion on the point before him,
or is misreported. The probability is, that the judge applied this dictum
to cases which occurred, not to cases which were decided before the statute. This
application of it would be supported by the authorities, and would accord with
his whole opinion in the case. In the case of the Attorney-General v.
Bowyer, 3 Ves. 725, the chancellor, speaking of a case which occurred before
the passage of the statute of wills, says, 'It does not appear that this court,
at that period, had cognisance upon information for the establishment of charities.
Prior to the time of Lord ELLESMERE, as far as tradition in times immediately
following goes, there were no such informations as this on which I am now sitting,
but they made out the case as well as they could by law.' *43
Without attempting to reconcile these seemingly contradictory dicta, the
court will proceed to inquire, whether charities, where no legal interest is vested,
and which are too vague to be claimed by those to whom the beneficial interest
was intended, could be established by a court of equity, either exercising its
ordinary jurisdiction, or enforcing the prerogative of the King as parens patriae,
before the 43 Elizabeth? The
general principle, that a vague legacy, the object of which is indefinite, cannot
be established in a court of equity, is admitted. It follows, that he who contends
that charities formed originally an exception to the rule, must prove the proposition.
There being no reported cases on the point, anterior to the statute, recourse
is had to elementary writers, or to the opinions given by judges of modern times.
No elementary writers sustain this exception as a part of the law of England.
It may be considered as a part of the civil code, on which our proceedings in
chancery are said to be founded; but that code is not otherwise a part of the
law of England than as it has been adopted and incorporated by a long course of
decisions. The whole doctrine of the civil law, respecting charities, has certainly
not been adopted. For example, by the civil law, a legacy to a charity, if there
be a deficiency of assets, does not abate; by the English law, it does abate.
It is not, therefore, enough to show that, by the civil law, this legacy would
be valid. It is necessary to go further, and to show that this principle of the
civil law has been engrafted *44 into the jurisprudence of England, and
been transplanted into the United States. In
White v. White, 1 Bro. C. C. 15, the testator had given a legacy to
the Lying-in-Hospital which his executor should appoint, and afterwards struck
out the name of the executor. The legacy was established, and it was referred
to a master to say to which Lying-in-Hospital it should be paid. In giving this
opinion, Lord THURLOW said, 'the cases have proceeded upon notions adopted from
the Roman and civil law, which are very favorable to charities, that legacies
given to public uses not ascertained, shall be applied to some proper object.'
These expressions, apply perhaps exclusively, to that class of cases in which
legacies given to one charity have, since the statute of Elizabeth, been applied
to another; or, in which legacies given so vaguely as that the object cannot be
precisely defined, have been applied by the crown, or by the court, acting in
behalf of the crown, to some charitable object of the same kind. White
v. White was itself of that description; and the words 'legacies given
to public uses not ascertained,' 'applied to some proper object,' seem to justify
this construction. If this be correct, the sentiment advanced by Lord THURLOW,
would amount to nothing more than that the cases in which this extended construction
was given to the statute of Elizabeth, proceed upon notions adopted from the Roman
and civil law. But
if Lord THURLOW used this language, under the *45 impression that the whole
doctrine of the English chancery, relative to charities, was derived from the
civil law, it will not be denied, that his opinions, even when not on the very
point decided, are entitled to great respect. Something like the same idea escaped
Lord ELDON, in the case of Moggridge v. Thuckwell, 7 Ves. 36. Yet,
upon other occasions, different opinions have been advanced, with an explicitness,
which supports the idea, that the court of chancery in England does not understand
these dicta as they have been understood by the counsel for the plaintiff.
In the case of Morice v. The Bishop of Durham, 9 Ves. 399, where
the devise was to the bishop, in trust, to dispose of the residue 'to such objects
of benevolence and liberality as he, in his own discretion, should most approve,'
the bequest was determined to be void, and the legacy decreed to the next of kin.
The master of the rolls said, 'In this court, the signification of charity is
derived principally from the statute of Elizabeth. Those purposes are considered
charitable, which that statute enumerates, or which, by analogies, are deemed
within its spirit and intendment.' This case afterwards came before the chancellor,
who affirmed the decree, and said, 'I say, with the master of the rolls, a case
has not yet been decided, in which the court has executed a charitable purpose,
unless the will contains a description of that which the law acknowledges to be
a charitable purpose, or devotes the property to purposes of charity in general.'
10 Ves. 540. The
reference made by the chancellor to the words of the master of the rolls, whose
language he adopts, *46 proves that he used the term 'law' as synonymous
with 'the statute of Elizabeth.' Afterwards, in the same case, speaking of a devise
to charity, generally, the chancellor says, 'it is the duty of the trustees, or
of the crown, to apply the money to charity, in the sense which the determinations
have affixed to the word in this court: viz., either such charitable purposes
as are expressed in the statute, or to purposes analogous to those.' He adds,
'charitable purposes, as used in this court, have been ascribed to many acts described
in that statute, and analogous to those, not because they can with propriety be
called charitable, but as that denomination is, by the statute, given to all the
purposes described.' It has been also said, that a devise to a charity generally
is good, because the statute of Elizabeth uses that term. These
quotations show that Lord ELDON, whatever may have been the inclination of his
mind, when he determined the case of Moggridge v. Thackwell, was,
on more mature consideration, decidedly of opinion, that the doctrines of the
court of chancery, peculiar to charities, originated not in the civil law, but
in the statute of Elizabeth. This opinion is entitled to the more respect, because
it was given, after an idea, which might be supposed to conflict with it, had
been insinuated by Lord THURLOW, and in some degree followed by himself; it was
given in a case which required an investigation of the question; it was given,
too, without any allusion to the dicta uttered by Lord THURLOW and himself;
a circumstance which would *47 scarcely have occurred, had he understood
those dicta as advancing opinions he was then denying. It is the more to
be respected, because it is sustained by all the decisions which took place, and
all the opinions expressed by the judges soon after the passing of the statute
of Elizabeth. In 1 Ch. Cas. 134, a devise to the Parish of Great Creaton, the
parish not being a corporation, was held to be void, independent of the statute,
but good under it. So, in the same book, p. 267, on a devise to a corporation,
which was misnamed, the Lord Keeper decreed the charity, under the statute, though,
before the statute, no such devise could have been sustained. The same point is
decreed in the same book, p. 195, and in many other of the early cases. These
decisions are totally incompatible with the idea, that the principles on which
they turned were derived from the civil law. There
can be no doubt, that the power of the crown to superintend and enforce charities
existed in very early times; and there is much difficulty in marking the extent
of this branch of the royal prerogative, before the statute. That it is a branch
of the prerogative and not a part of the ordinary power of the chancellor, is
sufficiently certain. Blackstone, in vol. 3, p. 47, closes a long enumeration
of the extraordinary powers of the chancellor, with saying, 'he is the general
guardian of all infants, idiots, lunatics; and has the general superintendence
of all charitable uses in the kingdom; and all this, over and above the vast and
extensive jurisdiction which he exercises in his judicial capacity in the court
of chancery.' In the same volume, p. 487, he says, 'the king, as parens
*48 patriae, has the general superintendence of all charities, which he
exercises by the keeper of his conscience, the chancellor; and therefore, whenever
it is necessary, the attorney-general, at the relation of some informant, files,
ex officio, an information in the court of chancery, to have the charity properly
established.' The
author of 'A Treatise of Equity' says, 'so, anciently, in this realm, there were
several things that belonged to the king as parens patriae, and fell under
the care and direction of this court: as, charities, infants, idiots, lunatics,
&c.' Cooper, in his chapter on the jurisdiction of the court, says, 'the jurisdiction,
however, in the three cases of infants, idiots or lunatics, and charities, does
not belong to the court of chancery as a court of equity, but as administering
the prerogative and duties of the crown.' Cooper's Eq. Pl. 27. It would be waste
of time, to multiply authorities to this point, because the principle is familiar
to the profession. It is impossible to look into the subject, without perceiving
and admitting it. Its extent may be less obvious. We
now find this prerogative employed in enforcing donations to charitable uses,
which would not be valid, if made to other uses; in applying them to different
objects than those designated by the donor; and in supplying all defects in the
instrument by which the donation is conveyed, or in that by which it is administered.
It is not to be admitted, that legacies, not valid in themselves, can be made
so by force of prerogative, *49 in violation of private rights. This superintending
power of the crown, therefore, over charities, must be confined to those which
are valid in law. If, before the statute of Elizabeth, legacies like that under
consideration would have been established, on information filed in the name of
the attorney-general, it would furnish a strong argument for the opinion, that
some principle was recognised, prior to that statute, which gave validity to such
legacies. But although we find dicta of judges, asserting, that it was
usual, before the statute of Elizabeth, to establish charities, by means of an
information filed by the attorney-general; we find no dictum, that charities
could be established on such information, where the conveyance was defective,
or the donation was so vaguely expressed, that the donee, if not a charity, would
be incapable of taking; and the thing given would vest in the heir or next of
kin. All the cases which have been cited, where charities have been established,
under the statute, that were deemed invalid independent of it, contradict this
position. In
construing that statute, in a preceding part of this opinion, it was shown, that
its enactments are sufficient to establish charities not previously valid. It
affords, then, a broad foundation for the superstructure which has been erected
on it. And although many of the cases go, perhaps, too far; yet, on a review of
the authorties, we think, they are to be considered as constructions of the statute,
not entirely to be justified, rather than as proving the existence of some other
principle, concealed in a dark and remote *50 antiquity, and giving a rule
in cases of charity, which forms an exception to the general principles of our
law. But
even if, in England, the power of the king as parens patriae would, independent
of the statute, extend to a case of this description, the inquiry would still
remain, how far this principle would govern in the courts of the United States?
Into this inquiry, however, it is unnecessary to enter, because it can arise only
where the attorney-general is made a party. The
court has taken, perhaps, a more extensive view of this subject than the particular
case, and the question propounded on it, might be thought to require. Those who
are to take this legacy beneficially, are not before the court, unless they are
represented by the surviving members of the Baptist Association, or by the present
corporation. It was, perhaps, sufficient to show, that they are not represented
by either. This being the case, it may be impossible, that a party plaintiff can
be made, to sue the executor, otherwise than on the information of the attorney-general.
No person exists who can assert any interest in himself. The cestui que trust
can be brought into being, only by the selection of those who are named in the
will to take the legacy in trust, and those who are so named, are incapable of
taking it. It is, perhaps, decisive of the question propounded to this court to
say, that the plaintiffs cannot take. But the rights of those who claim the beneficial
interest, have been argued at great length, and with great ability; and there
would have *51 been some difficulty in explaining satisfactorily, the reasons
why the plaintiffs cannot take, without discussing also, the rights of those for
whom they claim. The court has, therefore, indicated its opinion on the whole
case, as argued and understood at the bar. STORY,
Justice. [FN2] FN2
This opinion was prepared, at the time, by Justice STORY, but not delivered. It
was published in the appendix to the first edition of 3 Peters' reports; but omitted
in the subsequent editions, most probably, because Judge Story had then changed
his opinion as to the origin of the jurisdiction of the court of chancery over
charitable bequests. It is, however, worth preserving, as a part of the history
of the case, and as containing much learning upon a very interesting legal question. Charitable
donations were of great consideration in the civil law, and bequests to pious
uses were deemed privileged testaments. Swinburne, pt. 1, § 16, p. 103; Ibid.
pt. 7, § 8, pt. 908; 2 Domat 160, 161, 163. There can be little doubt, that the
authority of the Roman code, combining with the religious notions of former times,
contributed in no small decree to engraft the principles of that law respecting
charities into the common law. This was manifestly the opinion of Lord THURLOW
(White v. White, 1 Bro. C. C. 12); and Lord ELDON, in assenting
to it, has added, that as, at an early period, the ordinary had authority to apply
a portion of every man's estate to charity, when afterwards the statute compelled
a distribution, it is not impossible, that the same favor should have been extended
to charity in the construction of wills, by their own force, purporting to authorise
such a distribution. Moggridge v. Thackwell, 7 Ves. 36, 69; Mills
v. Farmer, 1 Merivale 55, 94. Be this as it may, it cannot be denied, that
many of the privileges given to charitable testaments by the civil law have been,
for ages, incorporated into the common law. For instance, one privilege was, that
no such testament was void for uncertainty, either as to persons or objects. Hence,
if a testator gave his goods to be distributed among the poor, or made the poor
his executors, the legacy was not void; although it would have been otherwise,
if charity had not been the legatee. Swinburne, pt. 1, § 16, p. 104, 59; 2 Domat,
lib. 4, tit. 2, § 6, p. 161, 162, 163. And the same rule has been adopted into
the common law, at least, ever since the statute of charitable uses. 43 Eliz.,
ch. 4. Indeed, at one period, the constructions in respect to charitable bequests
were pushed to a most extravagant length; and the good sense of succeeding times
has lamented, and so far as it consistently could, has endeavored to abridge the
ancient doctrine to something like a rational system. [FN3]
FN3
See what is said on this subject in Moggridge v. Thackwell, 1 Ves. jr.
464; s. c. 7 Ves. 36; Mills v. Farmer, 1 Merivale 55; Corbyn v.
French, 4 Ves. 418; Attorney-General v. Minshull, Ibid. 11; Attorney- General
v. Boultbee, 2 Ibid. 380; Attorney-General v. Whitchurch, 3 Ibid. 141;
Cary v. Abbot, 7 Ibid. 490; Attorney-General v. Bains, Prec. Ch.
270. It
is now too late to contend, that a disposition in favor of charity can be construed
according to the rules which are applicable to individuals. In the first place,
the same words in a will, when applied to individuals, may require a very different
construction, if applied to the case of a charity. If a testator give his property
to such person as he shall hereafter name to be his executor, and afterwards appoint
no executor; or if, having appointed an executor, he dies in his lifetime, and
no other is appointed in his place; in either of these cases, as to individuals,
the testator must be held intestate, and his next of kin will take the estate.
But to give effect to a bequest in favor of charity, chancery will, in both instances,
supply the place of an executor, and carry into effect that which in the case
of individuals must have failed altogether. Mills v. Farmer, 1 Merivale
55, 94; Moggridge v. Thackwell, 7 Ves. 36; Attorney-General
v. Jackson, 11 Ibid. 365, 367. Again, in the case of an individual, if
an estate is devised to such person as the executor shall name, and no executor
is appointed, or one being appointed dies in the testator's lifetime, and no one
is appointed in his place, the bequest amounts to nothing. Yet such a bequest
to charity would be good, and the court of chancery would in such case assume
the office of executor. Mills v. Farmer, 1 Merivale 55, 96; Moggridge
v. Thackwell, 7 Ves. 36. So, if a legacy be given to trustees, to distribute
in charity, and they die in the testator's lifetime, although the legacy is lapsed
at law (and if they had taken to their own use it would have been gone for ever),
yet, in equity, it will be enforced. Attorney- General v. Hickman,
2 Eq. Cas. Abr. 193; Moggridge v. Thackwell, 3 Bro. C. C. 517; S.
C. 1 Ves. jr. 464; 7 Ibid. 36; Mills v. Farmer, 1 Merivale 55, 100;
White v. White, 1 Bro. C. C. 12. Again,
although in carrying into execution a bequest to an individual, the mode in which
the legacy is to take effect must be of the substance of the legacy, yet where
charity is the legatee, the court will consider it as the whole substance of the
bequest; and in such cases only, if the mode fail, will provide a mode by which
that legatee shall take, but by which no other than charitable legatees can take.
Mills v. Farmer, 1 Merivale 55, 100; Moggridge v. Thackwell,
7 Ves. 36; Attorney-General v. Berryman, 1 Dick. 168; 2 Roper on
Legacies 130. A still stronger case is, that if the testator has expressed an
absolute intention to give a legacy to charitable purposes, but has left uncertain,
or to some future act, the mode by which it is to be carried into effect, there,
the court of chancery, if no mode is pointed out, will of itself supply the defect,
and enforce the charity. Mills v. Farmer, 1 Merivale 55, 95;
Moggridge v. Thackwell, 7 Ves. 36; White v. White, 1
Bro. C. C. 12. Therefore, it has been held, that if a man devises a sum of money
to such charitable uses as he shall direct, by a codicil to be annexed to his
will, or by a note in writing, and afterwards leaves no direction by note or codicil,
the court of chancery hath power to dispose of it to such charitable uses as it
shall think fit. Attorney-General v. Syderfen, 1 Vern. 224; s. c.
2 Freem. 261, recognised as law in Mills v. Farmer, 1 Merivale 55,
and Moggridge v. Thackwell, 7 Ves. 36, 70, &c. So, if a testator
bequeath a sum for such a school as he should appoint, and he appoints none, the
court may apply it for what school it pleases. 2 Freem. 261; Moggridge
v. Thackwell, 7 Ves. 36, 73, 74. The doctrine has gone yet further, and
established, that if the bequest denote a charitable intention, but the object
to which it is to be applied is against the policy of the law, the court will
lay hold of the charitable intention, and execute it for the purpose of some charity,
agreeable to the law, in the room of that contrary to it. Da Costa v.
De Pas, Ambl. 228; Moggridge v. Thackwell, 7 Ves. 36, 73, 75;
Cary v. Abbot, Ibid. 490; Attorney-General v. Guise,
2 Vern. 266. Thus, a sum of money bequeathed to found a Jew's synagogue, has been
taken by the court, according to this principle, and transferred to the benefit
of a foundling hospital. Ibid., and Mills v. Farmer, 1 Merivale
55, 100. And a bequest for the education of poor children in the Roman Catholic
faith, has been decreed to be disposed of according to the pleasure of the king,
under his sign manual. Cary v. Abbot, 7 Ves. 490. Another
principle, equally well established, is, that if the bequest be for charity, it
matters not how uncertain the objects or persons may be; or whether the bequest
can be carried into exact execution or not; or whether the persons who are to
take be in esse or not; or whether the legatee be a corporation capable
in law to take or not; in all these and the like cases, the court will sustain
the legacy, and give it effect, according to its own principles, and where a literal
execution becomes inexpedient or impracticable, will execute it by cy pres.
Attorney-General v. Oglander, 3 Bro. C. C. 166; Attorney-General
v. Green, 2 Ibid. 492; Frier v. Peacock, Rep. temp. Finch
245; Attorney-General v. Boultbee, 2 Ves. jr. 380; Duke 108-113.
Thus, a devise of lands to the church-wardens of a parish (who are not a corporation
capable of taking lands), for a charitable purpose, though void at law, will be
sustained in equity. 1 Burn's Eccles. Law 226; Duke 33, 115; Com. Dig. Chancery,
2, N, 2; Rivett's Case, Moore 890; Mills v. Farmer, 1 Meriv.
55; Attorney-General v. Bowyer, 3 Ves. 714; West v. Knight,
1 Ch. Cas. 135; Moggridge v. Thackwell, 7 Ves. 36. So, if the corporation
for whose use it is designed, is not in esse, and cannot come into existence,
but by some future act of the crown, as for instance, a gift to found a new college,
which requires an incorporation, the gift is valid, and the court will execute
it. White v. White, 1 Bro. C. C. 12; Attorney General v.
Downing, Ambl. 550, 571; Attorney-General v. Bowyer, 3 Ves.
714, 727. So, if a devise be an existing corporation, by a misnomer, which makes
it void at law. Anon., 1 Ch. Cas. 267; Attorney-General v. Platt,
Rep. temp. Finch 221. So where a devise was to the poor generally, the court decreed
it to be executed in favor of three public hospitals in London. Attorney-General
v. Peacock, Rep. temp. Finch 45; Owen v. Bean, Ibid. 395;
Attorney-General v. Syderfen, 1 Vern. 224; Clifford v. Francis,
1 Freem. 330. So, a legacy towards establishing a bishop in America was held good,
though none was yet appointed. Attorney-General v. Bishop of Chester,
1 Bro. C. C. 444. And where a charity is so given, that there can be no objects,
the court will order a different scheme of the charity; but it is otherwise, if
objects may, though they do not at present, exist (Attorney-General v.
Oglander, 3 Bro. C. C. 166); and when objects cease to exist, the court will
new model the charity. Attorney-General v. City of London, 3 Bro.
C. C. 171; s. c. 1 Ves. jr. 243. And in aid of these principles, the court will,
in all cases of charities, supply all defects in the conveyances, where the donor
hath a capacity and a disposable estate, and his mode of donation does not contravene
the provisions of any statute. Case of Christ's College, 1 W. Bl. 90; s.
c. Ambl. 351; Attorney-General v. Rye, 2 Vern. 453; Rivett's
Case, Moore 890; Attorney- General v. Burdet, 2 Vern. 755;
Attorney-General v. Bowyer, 3 Ves. jr. 714; Mills v. Farmer,
15 Merivale 55; Collison's Case, Hob. 136; Moore 822. Some
of these doctrines may seem strange to us, as they have also seemed ves. 714,
727. So, if a devise be an the cases too stubborn to be shaken, without doing
that in effect, which no judge will in terms take upon himself, to reverse decisions
that have been acted upon for centuries. Moggridge v. Thackwell,
7 Ves. 36, 87. If,
therefore, the present case had arisen in England, since the statute of charitable
uses, 43 Eliz., ch. 4, there can be no doubt, that it would have been established
as a valid bequest, notwithstanding it is given to an unincorporated society.
[FN4] The only question would have been , whether it ought to be administered
by a scheme under the direction of the court of chancery, or by the king himself,
as parens patrice, under his sign-manual. As to this, the rule which has
been drawn by Lord ELDON, from a most learned and critical examination of all
the authorities is, that where there is a bequest to trustees for charitable purposes,
the disposition must be in chancery, under a scheme to be approved by a master;
but where the object is charity, and no trust is interposed, it must be by the
king, under his sign-manual; for the such cases, the king, as parens patrice,
is deemed the constitutional trustee. Moggridge v. Thackwell, 7
Ves. 36, 86; Paice v. Archbishop of Canterbury, 14 Ibid. 372;
Attorney-General v. Herrick, Ambl. 712; Morice v. Bishop
of Durham, 9 Ves. 399; s. c. 10 Ibid. 522, 541; Clifford v. Francis,
1 Freem. 330; Attorney-General v. Syderfen, 2 Ibid. 261; s. c. 1
Vern. 224; 7 Ves. 69, 70; 2 Maddock's Ch. 63; Highmore on Mortm. 250; 1 Bac. Abr.,
Charitable Uses, E; Attorney-General v. Mathews, 2 Lev. 167.
FN4
See also, Baylis and Church v. Attorney-General, 2 Atk. 239; Owen v.
Bean, Rep. temp. Finch 395; s. c. 2 Ventris 349; Anon., 1 Ch. Cas. 267; West
v. Knight, Ibid. 135; Mayor, &c., of Reading v. Lane, Duke 81.
And see bridgman's Duke 361, 486. But
the statute of Elizabeth not being in force in Virginia, at the time when the
present will took effect (it having been repealed by the legislature between the
making of the will and the death of the testator), it becomes a material inquiry,
how far the jurisdiction and doctrines of the court of chancery respecting charitable
uses depends upon that statute, and whether, independent of it, the present donation
can be upheld. It
is not easy to arrive at any satisfactory conclusion on this head. Few traces
remain of the exercise of this jurisdiction, in any shape, prior to the statute
of Elizabeth. The principal, if not the only cases now to be found, were decided
in the courts of common law, and turned upon the question, whether the uses were
void or not, within the statutes against superstitious uses. One of the earliest
cases is Porter's Case, 1 Co. 22 b, in 34 & 35 Flizabeth. See
also, a like decision in Partridge v. Walker, cited 4 Co. 116
b; Martindale v. Martin, Cro. Eliz. 288; Thetford School, 8
Co. 130, which was a devise of lands devisable by custom, to the testators's wife
in fee, upon condition, that she should assure the lands devised for the maintenance
and continuance of a free school and certain alms-men and alms-women; and it appeared,
that the heir had entered for condition broken, and conveyed the same lands to
the queen. It was held, that the use being for charity, was a good and lawful
use, and not void by the statutes against superstitious uses, and that the queen
might well hold the land for the charitable uses. Lord ELDON, in commenting on
this case, has observed, 'it does not appear that this court (i. e., chancery),
at that period, had cognisance upon informations for the establishment of charities.
Prior to the time of Lord ELLESMERE, [FN5] so far as the tradition of times immediately
following goes, there were no such informations as that upon which I am now sitting
(i. e., an information to establish a charity); but they made out their
case as well as they could by law.' Attorney-General v. Bowyer,
3 Ves. 714, 726. So that the result of Lord ELDON'S researches on this point is,
that until about the period of enacting the statute of Elizabeth, bills were not
filed in chancery to establish charities; and it is remarkable, that Sir THOMAS
EGERTON and Lord COKE, who argued Porter's case for the queen, though they
cited many antecedent cases, refer to none which were not decided at law. And
the doctrine established by Porter's case is, that if a feoffment be made
to a general legal use, not superstitious, though indefinite, though no person
is in esse, who could be the cestui que use, yet the feoffment is
good; and if the use was bad, the heir of the feoffor would be entitled to enter,
the legal estate remaining in him. 3 Ves. jr. 726. The absence, therefore, of
all authority derived from equity decisions, on an occasion when they would probably
have been used, if existing, certainly does very much favor the conclusion of
Lord ELDON; and if we might hazard a conjecture, it would be that Porter's
case having established charitable uses, not superstitious, to be good at
law, chancery, in analogy to other cases of trusts, immediately held the feoffees
to such uses accountable in equity for the due execution of them; and that the
inconveniences felt in resorting to this new and anomolous proceeding, from the
indefinite nature of some of the uses, gave rise within a very few years to the
statute of 43 Elizabeth. [FN6] This view would have a great tendency to reconcile
the language used on other occasions by other chancellors, in reference to the
jurisdiction of chancery over charities, with that of Lord ELDON; as it would
show, that cases of feoffments to charitable uses, bills to establish those uses
might in fact have been introduced by Lord ELLESMERE, about five years before
the statute of Elizabeth; which might be quite consistent with the fact, that
such bills were not sustained, where the donation was to charity geneally, and
no trust was interposed, or legal estate devised, to support the uses, and it
is very certain, that at law, a devise to charitable uses, generally, without
interposing a trustee, or a devise to a non-existing corporation, or to an unincorporated
society, would have been, and, in fact, was held, utterly void, for want of a
person having a sufficient capacity to take as devisee. Anon., 1 Chan.
Cas. 267; Attorney-General v. Tancred, 1 W. Bl. 90; s. c. Ambl.
351; Collinson's Case, Hob. 136; s. c. Moore 888; Widmore v.
Woodroffe, Ambl. 636, 640; Com. Dig. Devise, K. The statute of Elizabeth in
favor of charitable uses cured this defect, Com. Dig. Charitable Uses, N, 11;
Ibid. Chancery, 2, N, 10; and provided (as we shall hereafter have occasion more
immediately to consider), a new mode of enforcing such uses, by a commission,
under the direction of the court of chancery. Shortly after this statute, it became
a matter of doubt, whether the court could grant relief by original bill, in cases
within that statute, or was not confined to the remedy by commission. That doubt
remained, until the reign of Charles II., when it was settled in favor of the
jurisdiction by original bill. Attorney-General v. Newman, 1 Ch.
Cas. 157; s. c. 1 Lev. 284; West v. Knight, 1 Ch. Cas. 134; Anon.,
Ibid. 267; 2 Fonb. Eq. b. 3, pl. 2, ch. 1, § 1; Parish of St. Dunstan v.
Beauchamp, 1 Ch. Cas. 193. But on one occasion, in which this very question
was argued before him, Lord Keeper BRIDGMAN declared, 'that the king, as pater
patrice, may inform for any public benefit for charitable uses, before the
statute of 39 of Elizabeth, for charitable uses; but it was doubted, the court
not, by bill, take notice of that statute, so as to grant a relief, according
to that statute, upon a bill.' Attorney-General v. Newman, 1 Ch.
Cas. 157. On another occasion, soon afterwards, where the devise was to a college,
and held void at law by the judges, for a misnomer, and on a bill to establish
the devise as a charity, the same question was argued; Lord Keeper FINCH (afterwards
Lord NOTTINGHAM) held the devise good, as an appointment under the statute of
Elizabeth, and 'decreed the charity, though before the statute, no such decree
could have been made.' Anon., 1 Ch. Cas. 267.
FN5
Sir Thomas Egerton was made lord chancellor in 39 Elizabeth, 1596, and was created
Lord Ellesmere in 1 James I., 1603. FN6
There was in fact an act passed respecting charitable uses in 39 Elizabeth, ch.
9; but it was repealed by the act of 43 Eliz., ch. 4. Com. Dig. Charitable Uses,
N, 14. It
would seem, therefore, to have been the opinion of Lord NOTTINGHAM, that an original
bill would not, before the statute of Elizabeth, lie, to establish a charity,
where the estate did not pass at law, to which the charitable uses attached. In
Eyre v. Shaftesbury, 2 P. Wms. 103, 118 (cited also, 7 Ves. jr. 63,
87), Sir JOSEPH JEKYLL said, in the course of his reasoning on another point,
'in like manner, in the case of charity, the king, pro bono publico, has
an original right to superintend the care thereof, so that, abstracted from the
statute of Elizabeth relating to charitable uses, and antecedent to it, as well
as since, it has been every day's practice, to file informations in chancery,
in the attorney-general's name, for the establishment of charities.' In the
Bailiffs, &c. of Burford v. Lenthall, 2 Atk. 550 (1743), Lord HARDWICKE
is reported to have said, 'the courts have mixed the jurisdiction of bringing
informations in the name of the attorney-general, with the jurisdiction given
them under the statute of Elizabeth, and proceed either way, according to their
discretion.' In a subsequent case, Attorney-General v. Middleton
(1751), 2 Ves. 327, which was an information filed by the attorney-general against
the master and governors of a school, calling them to account in chancery, as
having the general superintendency of all charitable donations, the same learned
chancellor, in discussing the general jurisdiction of chancery on this head, and
distinguishing the case before him from others, because the trustees or governors
were invested with the visitatorial power, said, 'consider the nature of the foundation;
it is at the petition of two private persons, by charter of the crown, which distinguishes
this case from cases of the statute of Elizabeth on charitable uses, or cases
before that statute, in which this court exercised jurisdiction of charities at
large. Since that statute, where there is a charity for the particular purposes
therein, and no charter given by the crown to found and regulate it, unless a
particular exception out of the statute, it must be regulated by commission. But
there may be a bill by information in this court, founded on its general jurisdiction;
and that is from necessity, because there is no charter to regulate it, and the
king has a general jurisdiction of this kind. There must be somewhere a power
to regulate, but where there is a charter, with proper powers, there is no ground
to come into this court to establish that charity; and it must be left to be regulated
in the manner the charter has put it, or by the original rules of law. Therefore,
though I have often heard it said in this court, if an information is brought
to establish a charity, and praying a particular relief and mode of regulation,
and the party fails in that particular relief, yet that information is not to
be dismissed, but there must be a decree for the establishment; that is, always
with this distinction, where it is a charity at large, or in its nature before
the statute of charitable uses; but not in the case of charities incorporated
and established by the king's charter, under the great seal, which are established
by proper authority allowed.' And again, 'it is true, that an information in the
name of the attorney-general, as an officer of the crown, was not a head of the
statute of charitable uses, because that original jurisdiction was exercised in
this court before, but that was always in cases now provided for by that statute,
that is, charities at large, not properly and regularly provided for in charters
of the crown.' It
was manifestly, therefore, the opinion of Lord HARDWICKE, that, independently
of the statute of Elizabeth, the court of chancery did exercise original jurisdiction,
in cases of charities at large, which he explains to mean, charities not regulated
by charter; but it does not appear, that his attention was called to discriminate
between such as could take effect at law, by reason of the interposition of a
feoffee or devisee capable of taking, and those where the purpose was general
charity, without the interposition of any trust to carry it into effect; and the
same remark applies to the dictum by Sir JOSEPH JEKYLL. In a still later
case, Attorney-General v. Tancred, 1 W. Bl. 90; s. c. Ambl. 351;
1 Eden 10, which was an information to establish a charity, and aid a conveyance
in remainder, to certain officer of Christ's college, to certain charitable uses,
Lord Keeper HENLEY (afterwards Lord NORTHINGTON) is reported to have said, 'the
conveyance is admitted to be defective, the use being limited to certain officers
of the corporation, and not to the corporate body; and therefore, there is a want
of proper persons to take in perpetual sucession. The only doubt is, whether the
court shall supply this defect, for the benefit of the charity, under the statute
of Elizabeth. And I take the uniform rule of this court, before, at and after
the statute of Elizabeth, to have been, that where the uses are charitable, and
the person has in himself full power to convey, the court will aid a defective
conveyance to such uses. Thus, though devises to corporations were void, under
the statute of Henry VIII., yet they were always considered as good, in equity,
if given to charitable uses.' And he then proceeds to declare, that he is obliged,
by the uniform course of precedents, to assist this conveyance, and therefore,
establishes the conveyance, expressly under the statute of Elizabeth. There
is some reason to question, if the language here imputed to Lord NORTHINGTON be
minutely accurate. His Lordship manifestly aids the conveyance, as a charity,
in virtue of the statute of Elizabeth; and there is no doubt, that it has been
the constant practice of the court, since that statute, to aid defects in conveyances
to charitable uses. But there is no case in which such defects were aided, before
that statute. The old cases, though arising before, were deemed to be within the
reach of that statute, by its retrospective language, and expressly decided on
that ground. Collinson's Case, Hob. 136; s. c. Moore 888; Ibid. 822;
Sir Thomas Middleton's Case, Ibid. 889; Rivett's Case, Ibid. 890, and
the case |