U.S. Supreme Court
Wheeler v. Smith, 50 U.S. 9 How. 55 55 (1850)
Wheeler v. Smith
50 U.S. (9 How.) 55
APPEAL FROM THE CIRCUIT COURT OF THE UNITED STATES
FOR THE DISTRICT OF COLUMBIA AND COUNTY OF ALEXANDRIA
The statute of 43d Elizabeth, respecting charitable uses, having been repealed in Virginia, the courts of chancery have no jurisdiction to decree charities where the objects are indefinite and uncertain.
Therefore, where a bequest was made to trustees for such purposes as they considered might promise to be most beneficial to the Town and trade of Alexandria, such bequest was void.
Where the heir at law, who was young, needy, and hurried, executed a release, in consideration of a sum of money, to the executors, who were men of high character and who assured the heir that the bequest was considered to be good, such release was held to be invalid.
This was a bill filed by Wheeler under the following circumstances. He was the nephew of Charles Bennett, who died in 1839, leaving neither father nor mother nor brothers nor sisters, nor any descendant of any brother or sister except Wheeler, who, as above stated, was his nephew. Previous to 1839, he had been assisted by his uncle, but had fallen into bad and extravagant habits, and removed to the State of Pennsylvania. Bennett had placed some land and $20,000 in the hands of two trustees for Wheeler's benefit.
In this state of things, Bennett died, leaving a will from which the following are extracts, viz.:
"15th. To Francis E. Rozer and John M. Lisle I leave the direction of all relating to William Wheeler. I have vested with the latter the funds intended for his use in consequence of being obliged to take possession of his estate and blend it with my own; he is at liberty, and is enjoined, whenever he considers said William may be safely trusted, to give him possession of all left for his use. The landed estate I wish preserved if it can be; it stands deeded in the name of Francis E. Rozer and John M. Lisle, and is under the management of John I. Jenkins, in Charles County, Maryland. Having come through William's family two hundred years ago, I should regret its not continuing."
"20th. The residue of my estate is left in trust of Hugh Smith, Robert I. Taylor, and Phineas Janney for such purposes as they consider promises to be most beneficial to the
Town and trade of Alexandria; if any difficulty occurs in construction as to any of my bequests, R. I. Taylor is specially charged to give said construction."
Then followed several papers in the nature of codicils, one of which was as follows:
"Now in the enclosure I leave the residue of my estate, after paying all bequests and appropriations, to some disposition thereof which my executors may consider as promising most to benefit the Town and trade of Alexandria. Now I leave the same entirely to their disposition of it, in such manner as appears to them promises to yield the greatest good."
"CHARLES BENNETT [SEAL]"
The will, with seven codicils, was admitted to probate on 4 May, 1839, and letters testamentary granted to Hugh Smith, Robert I. Taylor, and Phineas Janney, named as executors is the will. At the same time were filed the following release and receipt:
"Whereas, Charles Bennett, Esq., late of Alexandria, deceased, by his last will and testament, after bequeathing sundry pecuniary legacies, devised as follows:"
" The residue of my estate is left in trust of Hugh Smith, Robert I. Taylor, and Phineas Janney for such purposes as they consider promise to be most beneficial to the Town and trade of Alexandria; if any difficulty occurs in construing as to any of my bequests, R. I. Taylor is specially charged to give the said construction,"
"and in a codicil to his said will expresses himself as follows:"
" Now in the enclosure, I leave the residue of my estate, after paying all my bequests and appropriations, to some disposition thereof which my executors may consider as promising most to benefit the Town and trade of Alexandria. Now I leave the same entirely to their disposition of it in such manner as appears to them promises to yield the greatest good."
"And whereas the validity of the said devise and bequest has been controverted by William Wheeler, now of Chester County, in the State of Pennsylvania, claiming to be the nephew and sole heir of the said Charles Bennett. Now the said executors, taking on themselves the burden of the execution of the said will and of the trusts aforesaid, and the said William Wheeler, to avoid the delay and expense of litigation, and finally to settle and adjust all doubts and difficulties which might arise on the effect of the said will, so as to leave the said executors to execute the same without delay or impediment, have agreed on the following terms of compromise. "
"1st. That the said executors shall, within one year from the date hereof at all events, or sooner if funds in cash remain in their hands after the payments of the money legacies bequeathed by the said will, pay to the said William Wheeler or his order the sum of twenty-five thousand dollars."
"2dly. That they shall release to the said William Wheeler all claims, if any they have, to any property, real or personal, heretofore conveyed or settled in any way by the said Charles Bennett, in his lifetime, for the use of the said William Wheeler."
"3dly. That the said William Wheeler, on his part, shall release to the said executors all his claims, in law or equity, to the estate, real and personal, devised and bequeathed or intended to be devised or bequeathed by the said Charles Bennett by his said will, to be held and disposed of by the said executors in the manner in and by the said will prescribed. And that the said executors shall be at liberty, if any specification of the objects to which the residuary fund is to be applied to thought necessary, to apply the same to aid in finishing the Alexandria Canal, either by a direct subscription to its stock or by purchasing in the stock of the Alexandria Corporation issued or to be issued in payment of the subscription of the said corporation to the said canal, to the extinguishment of the debt of the Corporation of Alexandria, to introduce into the town for the use of the inhabitants a supply of pure and wholesome water, and to subscribe to any railroad or other roads communicating with the said town, to any or to all of the above purposes in such way as the said executors or the survivors may think most conducive to the prosperity and welfare of the town."
"Now therefore the said executors do hereby covenant with the said William Wheeler that they will, within twelve months from the date hereof or sooner if cash funds remain after paying the pecuniary legacies, pay to him or his assigns the sum of twenty-five thousand dollars."
"And the said executors do hereby forever release to the said William Wheeler, his heirs and assigns all claims and demands they have or may have hereafter under the said will to any estate, real and personal, heretofore given, settled, or conveyed by the said Charles Bennett in his lifetime to the said William Wheeler or to any person or persons in trust for him, and more especially to twenty thousand dollars stock of the State of Pennsylvania, standing in the name of John Lisle and John K. Mitchell for the use of the said William, and they do moreover covenant to execute and deliver all further deeds or other instruments necessary to carry into effect this arrangement. And the said William Wheeler does on his part hereby forever release to the said executors all his right, title, claim,
and demand in and to all the estate, real and personal, devised or intended to be devised by the said Charles Bennett by his said will for the purposes expressed in his will, with power to the said executors to appropriate the residuary fund as before specified, if any particular designation of the purposes be necessary. And the said William Wheeler, for himself and his heirs, does hereby covenant with the said executors and their representatives to execute and deliver all such further deeds of conveyance and release as may be found necessary more fully to carry into full effect this agreement."
"In witness whereof, the parties to this instrument have hereto set their hands and seals, this 4 May, 1839."
"WM. WHEELER [SEAL]"
"HUGH SMITH [SEAL]"
"R. I. TAYLOR [SEAL]"
"PHINEAS JANNEY [SEAL]"
"Sealed and delivered in presence of"
"ROBERT H. MILLER"
"WM. H. FOOTE"
"Received from Hugh Smith, Robert I. Taylor, and Phineas Janney, executors of Charles Bennett, deceased, five thousand dollars in part payment of the sum covenanted to be paid by the above agreement. May 4, 1839."
"[$5,000] WM. WHEELER"
The circumstances under which the above release was executed are thus stated in the bill of the complainant, Wheeler:
"At the time of his uncle's death in April, 1839, your orator resided, as he does at present, in Chester County in Pennsylvania, in very cramped and straitened circumstances. It is true that the income settled upon him by his uncle was sufficient, with proper economy, to afford him a comfortable and independent subsistence. But he found it difficult -- nay, impracticable -- to divest himself entirely of those expensive habits which he had formed while he was presumptive heir and expectant of great wealth, for Mr. Bennett's wealth, as is usual in such cases, was considerably overrated."
"Whatever was the cause of his embarrassments, however, the fact was as he has stated and is susceptible of the most ample proof. Whether the fact of his necessitous condition had come to the knowledge of his uncle's executors, through Mr. James R. Riddle, of Alexandria, with whom your orator kept up a correspondence, he does not know. He thinks it more than
probable, and he charges such knowledge, so far as it is necessary to make such charge, in order to let in evidence of the fact."
"Such was his situation when, about the end of April, 1839, he received a letter from Mr. Riddle, written at the instance of the executors, informing him that his uncle had died on the 24th of that month, that his will would be offered for probate in the Orphans' Court of Alexandria on 4 May, and that the presence of your orator on that occasion, as next of kin and heir at law of the decedent, was desirable or was necessary. He received by the same mail the Alexandria Gazette, in which it was stated that Mr. Bennett, having made provision for his immediate relations in his lifetime, had left a will by which, after giving a number of legacies to his friends &c., he had devised the residue of his property to the Town of Alexandria. The letter of Mr. Riddle is lost or destroyed, and your orator cannot recollect its precise date or the precise day on which it was received, but he well recollects that the notice given to him was very short and that the difficulty of reaching Alexandria on so short a notice was enhanced by his moneyless condition and the necessity of borrowing $50 to defray the expenses of the journey. With all the exertion he could make, it was noon on 2 May before he arrived at Alexandria."
"He quickly communicated to Mr. Riddle, who handed to him on his arrival a copy of his uncle's will, his determination to contest the validity of the residuary devise. In an interview which he had on the same afternoon with Hugh Smith, Esq., one of the executors, that determination, which had been communicated to Mr. Smith by Mr. Riddle, was the subject of conversation. At that interview, Mr. Smith manifested a kindly feeling towards your orator, and appeared to be almost nervously anxious that a law suit should be avoided. He did not, however, express any fears about the result. On the contrary, he stated that the executors had consulted counsel, whose opinion was in favor of the validity of the whole will, and seemed to have entire confidence in the correctness of the opinion. But he intimated delicately that the executors entertained a friendly feeling for your orator, and were disposed to act liberally with him, and admitted that they greatly deprecated the delay which would attend a litigation. He spoke much and earnestly about the inevitable delay and vexation of a suit. He said that a smart and ingenious lawyer could pick a hole in almost any instrument of writing. That no doubt such an one could be found who would undertake
your orator's case, and then the will would be thrown into chancery, where it would remain for years. Your orator remarked that at that time, he was not able to fee a lawyer, but that he could obtain assistance from his friends. Mr. Smith proceeded to say that he thought a course might be taken by which expense and delay might both be avoided. He suggested, in short, that the executors were willing to pay a sum of money to your orator for a release of all claims on the estate, and proposed a conference between your orator and all three of the executors on the forenoon of Friday, 3 May, at the late residence of Mr. Bennett, which was accordingly appointed to take place."
"The amount which the executors were disposed to give for a release was not specified at the preliminary interview, but your orator learned from a credible source, after the release had been executed and the will had been admitted to probate, that the executors had at that time, and before the arrival of your orator, determined to offer him ten thousand dollars and no more. He also learned from the same source and at the same time that the executors (or some one or more of them -- your orator cannot recollect) which had called upon him (your orator's informant) before your orator's arrival, to learn his character, and that he or they seemed to be impressed with the belief that your orator was of an easy disposition, and not over smart or intelligent, and that he would gladly accept their offers at once. Your orator's informant added that to undeceive them, he read to them parts of your orator's correspondence with him."
"At the conference of May 3, at which were present the three executors, Mr. Riddle and your orator, and no other person, your orator very briefly stated, in substance, that his opinion or impression was that the residuary devise in the will was void, and that he had determined to test its validity by legal proceedings. On the part of the executors, Mr. Taylor was the principal and almost the only spokesman."
"He insisted much on sundry written opinions of counsel in favor of the legal validity of the residuary devise, which he offered to show to your orator. He conveyed to your orator's mind (but by what language or phrases he cannot recollect the clear and distinct impression) that there was but one opinion among the lawyers consulted on this question -- or in other words that they were unanimous in favor of the legal validity of the residuary devise. But as Mr. Taylor had not stated that he concurred in opinion with the counsel whom the executors had consulted, and as your orator regarded him as counsel of
the highest legal ability, he (your orator) asked him without ceremony what his opinion was on the subject."
"His reply was that your orator ought not to have asked his opinion, but as he had been asked, he would give it. The substance and effect of his opinion was that the devise in question was a legal and valid disposition of the residue of the estate. When your orator, now greatly disheartened, intimated deferentially that he had taken up a contrary opinion, Mr. Taylor said that he admitted that in Pennsylvania such a devise would not be good, but that it was good under the old law of Virginia as it existed at the time of the cession of the County of Alexandria by Virginia, which law was the law of the County of Alexandria up to the time of Mr. Bennett's death."
"But while an undoubting confidence was expressed by the executors, through Mr. Taylor, in the ultimate result of any litigation about the validity of the residuary devise, they admitted, and accounted for their anxiety to obtain an immediate release of your orator's claim, by insisting on the great importance to the Town of Alexandria of an immediate application of the residuary fund to the completion of the canal, more especially, and to other useful and important objects. To avoid the delay of a law suit, they were willing to pay for a release of your orator's claim, however untenable and desperate. Your orator does not mean here to quote the language of Mr. Taylor, but to state the impression made on his mind by the language used."
"It were tedious to tell much more that was said at this conference. Suffice it to say, that Mr. Taylor was a man of commanding intellect and that, under the most favorable circumstances, your orator would have been wholly unequal to the intellectual conflict in which he found himself involved with one so gifted and for whom he entertained an habitual and profound respect. But having no distinct or settled views of the legal question thus suddenly forced upon him, or time to form any, fevered by a rapid journey, his spirits depressed by the recent death of his last kinsman, to whom he had been tenderly attached, and flurried and confused by the magnitude of the question he was called on to decide, and the necessity of deciding it at once, your orator felt himself wholly overpowered, and strongly inclined to succumb to the views so forcibly presented to him. And these views were moreover recommended to his favorable consideration by the offer, so tempting to a man in his situation, of a large sum of money without delay or further trouble."
"In this state of mental ferment, your orator, scarcely knowing
what to do or say next, asked the executors what sum they proposed to give him for a release. They answered that it was for him to say what he would be willing to take, and the conference closed with a request on the part of the executors that your orator would consider the matter and let them know his decision in the course of the day."
"But how could he, in the time allowed him, give to the subject the consideration its importance deserved, or any consideration? His personal incompetency to decide the question or even to consider the subject in so short a time he has already stated truly, and without exaggeration. He was so much flurried that his mind could not act. Why not, then, resort to learned and able counsel having no personal interest in the question for advice and direction? The answer is that the executors, by the shortness of the notice which they had given him, or in other words by appointing so early a day for the probate, had effectually precluded him from pursuing this obvious and only rational course. A brief reference to the facts of the case will show conclusively the correctness of this assertion."
"It was now past noon on 3 May, and your orator was given to understand that on the next day the will would and must be offered for probate. Counsel was in the meantime to be sought for in Alexandria, where the whole population was interested in sustaining the will, and where, without derogating from the professional merit of the rest of the bar, it may be said that the first jurist of the town was committed against him. And if it be conceded that good counsel could have been had in Alexandria, it is still perfectly obvious that he could not have had time to examine and give an advised opinion on a question involving above one hundred thousand dollars, and if not one of great difficulty, still one requiring a very great and deliberate consideration. No counsel would have taken on himself the responsibility of giving a final opinion on such a question in the time that was allowed to your orator for his decision. He was therefore compelled to decide, without the aid of counsel, whether he would make the legal validity or the legal invalidity of the devise the basis of his action, and being entirely in the dark, he concluded that the only safe course was to consider the devise valid and take what he could get for a release. But he was required to name a sum, and what sum he should name and demand was the remaining question."
"And here again, such was the precipitation with which this important business was conducted that he had no certain premises
on which to act, for he had neglected to ask the executors, and they had not informed him, what would probably be the amount, after deducting legacies and expenses of administration, of the residuary interest which he was asked to surrender, so that while he was apparently offered an election whether to go for the whole or to take some definite amount in lieu of his chance of getting the whole, it was an election between a known quantity and an unknown quantity. That is to say it was no election at all, but a mere proposition that he should guess what sum he would be content to receive or at what point he ought to take his stand and refuse to fall lower in his demands. Under this duress of circumstances he made a guess, and informed the executors in the course of the day that he would release his claim for $30,000. Their reply was an offer of $20,000, an answer to which was required on the following morning, the day of probate. In the morning of the following day, your orator called on Mr. Smith, and told him that 'he would be better satisfied with $25,000.' The executors agreed to give that sum, and so the matter ended."
"The agreement between your orator and the executors was forthwith committed to writing and executed -- that is to say signed and sealed -- by the parties. A certified copy is herewith presented, as a part of this bill."
The bill then proceeded to account for the delay in bringing the suit, and concluded in the usual form.
The bill was filed in May, 1844.
In January, 1845, the defendants demurred to the bill.
In October, 1846, the complainant filed an amended bill, making the Common Council of Alexandria a defendant. The circuit court, upon argument, sustained the demurrer and dismissed the bill, from which decree an appeal brought the case up to this Court. chanrobles.com-red
MR. JUSTICE McLEAN delivered the opinion of the Court.
This controversy arises under the last will and testament of Charles Bennett, late of Alexandria. After making a number of specific bequests, the testator declares
"The residue of my estate is left in trust of Hugh Smith, Robert I. Taylor, and Phineas Janney for such purposes as they consider promises to be most beneficial to the Town and trade of Alexandria. If any difficulty occurs in construction as to any of my bequests, R. I. Taylor is especially charged to give said construction."
Smith, Taylor, and Janney were appointed executors.
In a codicil the testator declares --
"Now in the enclosure I leave the residue of my estate, after paying all bequests and appropriations, to some disposition thereof which my executors may consider as promising most to benefit the Town and trade of Alexandria. Now I leave the same entirely to their disposition of it in such manner as appears to them promises to yield the greatest good."
The complainant, William Wheeler, is next of kin and heir at law to the testator. He filed his bill to set aside the above devise, and also the compromise he made with the executors, under the impression that the devise was valid.
On reading the above residuary disposition of his estate, we cannot but observe the fact that the testator had no settled purpose as to the mode of applying his bequest to "benefit the Town and trade of Alexandria." The town and trade of any chanrobles.com-red
commercial city are closely connected, and whatever shall benefit the one will advance the interest of the other. These interests are inseparably blended, but they were treated by the testator as distinct objects of his solicitude and bounty. Perhaps no matter could give rise to a greater diversity of opinion than that which is involved in this devise. Shall the objects of the testator be most advanced by extending the lines of internal communication connected with the town, such as turnpike roads, railroads, or canals, or by improving and extending the wharves and warehouses of the city, or by deepening the harbor and removing obstructions to navigation, or by loaning the capital to men engaged in commerce, or by aiding some other enterprise beneficial to the trade and town? Shall the bounty be limited to our own citizens, if foreigners shall do more than they, to carry out the expressed objects of the testator?
Under this devise, how can a court of chancery correct an abuse of the trust? By what means shall it ascertain the misapplication of the fund? There is nothing to restrain the discretion of the trustees or to guide the judgment of the court. If the trust can be administered, it must be administered at the will of the trustees, substantially free from all legal obligation.
But before we pronounce on the character of this trust, it is important to know by what law it is governed. Is the common law of England in relation to charities, as modified and enlarged by the statute of the 43d of Elizabeth, in force in Virginia? Charities have been administered, both at common law and in chancery, from an early period of English jurisprudence. But the earlier decisions in that country are often inconsistent and of no great weight of authority. The prerogative of the King was invoked as parens patriae where the charity was indefinite, and a most liberal construction was given to the act of the 43d of Elizabeth, and under these influences a system has grown up in England favorable to the policy of charitable bequests. So far has this policy been carried that where the devise has been uncertain or impracticable, it has been sustained in some instances by what was supposed to be the intent of the testator or by approaching as near to it as practicable.
It would seem from the preamble to the statute of Elizabeth that its object was mainly to institute a remedy where the charitable intent of the founders had not been carried out by reason of frauds, breaches of trust, and negligence in those that should pay &c. All the objects specified in that statute are denominated charities, though they embrace "the repairing of chanrobles.com-red
bridges, ports, havens, causeways, churches, sea-banks, highways," &c. There are some cases of charity from their nature, though not specified in the statute.
Whether this policy has been wisely cherished by the English government is not a matter for our consideration. Charitable bequests, from their nature, receive almost universal commendation. But when we look into the history of charities in England and see the gross abuses which have grown out of their administration notwithstanding the enlarged powers of the courts, aided by the prerogative of the sovereign and the legislation of Parliament, doubts may be entertained whether they have, upon the whole, advanced the public good.
When this country achieved its independence, the prerogatives of the Crown devolved upon the people of the states. And this power still remains with them except so far as they have delegated a portion of it to the federal government. The sovereign will is made known to us by legislative enactment. And to this we must look in our judicial action, instead of the prerogatives of the Crown. The state, as a sovereign, is the parens patriae.
The common law, it is said, we brought with us from the mother country, and which we claim as a most valuable heritage. This is admitted, but not to the extent sometimes urged. The common law, in all its diversities, has not been adopted by any one of the states. In some of them it has been modified by statutes, in others by usage. And from this it appears that what may be the common law of one state is not necessarily the common law of any other. We must ascertain the common law of each state by its general policy, the usages sanctioned by its courts, and its statutes. And there is no subject of judicial action which requires the exercise of this discrimination more than the administration of charities. No branch of jurisprudence is more dependent than this upon the forms and principles of the common law.
In this view, we must look to the laws of Virginia as governing this bequest. Alexandria was ceded to the Union by Virginia in 1801, but the laws of that state as they then existed remained in force over the ceded territory. It has since been retroceded to Virginia. By an act of the Virginia Legislature in 1789, followed by one in 1790, a commission was appointed on English statutes, and in the act of 1792 all English statutes then in force were declared to be repealed, "the legislature reciting that at that session it had specially enacted such of them as appeared worthy of adoption." The statute of the 43d of Elizabeth, if it ever was in force in Virginia, was repealed by the above act. chanrobles.com-red
Some of the principles applicable to this case were considered by this Court in Baptist Association v. Hart's Ex'rs, 4 Wheat. 1. Hart, a citizen of Virginia, made his will, which contained 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 meet 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 that case the Court held that
"charitable bequests where no legal interest is vested and which are too vague to be claimed by those for whom the beneficial interest was intended cannot be established by a court of equity, either exercising its ordinary jurisdiction or enforcing the prerogative of the King as parens patriae, independent of the statute 43d Elizabeth."
And it was said the statute of 43d Elizabeth had been repealed in Virginia.
In the case of Gallego's Ex'rs v. Attorney General, 3 Leigh 450, the court held that
"the English statute of charitable uses, 43 Elizabeth, having been repealed in Virginia, the courts of chancery have no jurisdiction to decree charities where the objects are indefinite and uncertain."
"If a trust be created in a party, but the terms by which it is created are so vague and indefinite that courts of equity cannot clearly ascertain either its objects or the persons who are to take, then the trust will be held entirely to fail, and the property will fall into the general funds of the author of the trust."
Story's Eq.Jur., § 979a.
"So, where a testatrix bequeathed the residue of her estate to her executors, 'upon trust to dispose of the same at such times, and in such manner, and for such uses and purposes, as they shall think fit, it being my will that the distribution thereof shall be left to their discretion,' it was held to be void for uncertainty."
Id., § 979b.
In Wright v. Atkyns, 1 Turn. & Russ. 157, Lord Eldon said that in order to determine whether a trust of this sort is a trust which a court of equity will interfere with, it is matter of observation first that the words should be imperative, secondly that the subject must be certain, and thirdly that the object must be as certain as the subject. This principle is also strongly illustrated in the case of Wood v. Cox, 2 Mylne & Craig 684; 10 Leigh 147.
In Morice v. Bishop of Durham, 10 Ves. 521, where a bequest
"in trust for such objects of benevolence and liberality as the trustee in his own discretion shall most approve cannot
be supported as a charitable legacy, and is therefore a trust for the next of kin."
This was under the statute of 43 Elizabeth. The court said, "The trust must be of such a nature that the administration of it can be reviewed by the court, or if the trustee die, the court itself can execute the trust." And the court remarked in regard to the case before it, "The trustee takes not for his own benefit, but for purposes not sufficiently defined to be controlled and managed by this court."
The case of Vidal v. Girard's Ex'rs, 2 How. 127, was decided under the law of Pennsylvania. The Court said
"It has been decided by the Supreme Court of Pennsylvania that the conservative principles of the statute of Elizabeth have been in force in Pennsylvania by common usage and constitutional recognition."
In a late case in Virginia, not yet reported, of Brand's Adm'r v. Brand, the following devise was held to be void:
"Third, I give to the Rev. W. J. Plummer, D.D., the residue of my estate, both real and personal, in trust for the board of publication of the Presbyterian Church in the United States."
From the principles laid down in the above cases it is clear that the devise under consideration cannot be sustained. A trust is vested in the executors, but the beneficiaries of the trust are uncertain and the mode of applying the bounty is indefinite. It is argued that the testator intended to give to the Town of Alexandria, in its corporate capacity, the residuum of his estate. But he did not so express himself. On the contrary, it clearly appears that the executors were made the repositories of his confidence, and the only persons who were authorized to administer the trust. The cestui que trusts were the town and the trade of the town. It would be difficult to express in more indefinite language the beneficiaries of a trust. How can a court of chancery administer this trust. On what ground can it remove the trustees for an abuse of it. The discretion of the trustees may be exercised without limitation, excepting that the fund must be applied for the benefit of the trade and Town of Alexandria. And if the application of the fund be, however remotely, connected with the objects of the trust, the judgment of the court could not be substituted for the discretion of the trustees. It is doubtful whether so vague a bequest could be sustained under the 43d of Elizabeth. Without the application of the doctrine of cy-pres, it could not be carried into effect. In Virginia, charitable bequests stand upon the same footing as other trusts, and consequently require the same certainty as to the objects of the trust and the mode of its administration. chanrobles.com-red
But the defendants insist that the right of the complainant was compromised and finally settled, which is shown by a writing under seal, and under which they paid to him twenty-five thousand dollars. The complainant prays that this agreement may be set aside as inoperative and void.
It appears from the bill that the complainant resides in the State of Pennsylvania, and that so soon as he could raise the means of paying his expenses after he heard of the death of his uncle, he came to Alexandria. He had an interview with the executors, and stated to them his determination to test the validity of the will so soon as he should be able to employ counsel. This was before the probate of the will. Mr. Smith, one of the executors, expressing great kindness for him, was anxious to avoid a law suit. He did not fear the result, as the executors had been advised by counsel in whom they had confidence, that the will was valid. He represented the vexations, delays, and expenses of a law suit, and intimated to the complainant that the executors were willing to pay a sum of money to him if the matter could be compromised.
It appears that the complainant had been prodigal in his expenditures, and that, notwithstanding the provisions for his support which had been made for him by his uncle, he was without means and embarrassed. When the interview took place which led to the compromise, the complainant again expressed his conviction that the will was not valid and declared that he should try its validity by legal proceedings. Mr. Taylor, one of the executors, was a distinguished lawyer, a man of high standing and in whom the complainant reposed the greatest confidence; he represented to the complainant that he had sundry written opinions of counsel in favor of the legal validity of the residuary devise, which he offered to show to him. His conversation conveyed to the complainant
"the clear and distinct impression that there was but one opinion among the lawyers consulted, and that they were unanimous in favor of the validity of the devise."
The complainant asked Mr. Taylor to state his opinion on the subject. He observed that the complainant should not have asked him, but his opinion was "that the devise in question was a legal and valid disposition of the residue of the estate." At the same time he admitted that in Pennsylvania such a devise would not be good, but that it was good under the old law of Virginia.
The complainant alleged that he had no settled views of the legal question, and being disheartened by the circumstances under which he was placed, he yielded to the compromise. He had but little time for reflection, and none to advise with chanrobles.com-red
counsel, and at last he came to the conclusion to consider the devise valid and take what he could get for a release.
Under these circumstances, the complainant agreed to the compromise. It stated the residuary devise and that its validity had been controverted by the complainant. That
"the said executors, taking on themselves the burden of the execution of said will and of the trusts aforesaid, and the said William Wheeler, to avoid the delay and expense of litigation, and finally to settle and adjust all doubts and difficulties which might arise on the effect of said will, so as to leave the said executors to execute the same without delay or impediment, have agreed on the following terms of compromise."
1st. That twenty-five thousand dollars shall be paid to the complainant. 2d. That the executors shall release to him all claims to any property, real or personal, conveyed or settled on complainant by the testator in his lifetime. 3d. That the complainant shall release to the executors
"all his claims in law or equity to the estate, real and personal, devised and bequeathed, or intended to be devised or bequeathed, by the said Charles Bennett by his said will, to be held and disposed of by the said executors in the manner in and by the said will prescribed. And that the said executors shall be at liberty, if any specification of the objects to which the residuary fund is to be applied be thought necessary, to apply the same to aid in finishing the Alexandria Canal &c., and to subscribe to any railroad or other roads communicating with the said town; to any or to all of the above purposes, in such way as the said executors, or the survivors, may think most conducive to the prosperity and welfare of the town,"
The complainant, it seems, had studied law, but it is manifest from the facts before us, that he was but little acquainted with business, was an inefficient and dependent man, easily misled, especially by those for whose abilities and characters he entertained a profound respect. From the high character of the executors, no one can impute to them any fraudulent intent in this transaction. Looking to what they considered to be the object of the testator, they felt themselves authorized, if not bound, to effectuate his purposes by making this compromise with his heir at law. They had no personal interest beyond that which was common to the citizens of Alexandria. And we admit that they may have acted under a sense of duty, from a misconception of their power under the will.
But in making the compromise, the parties did not stand on equal ground. The necessities and character of the complainant were well known to the executors. Having the confidence chanrobles.com-red
expressed in the validity of the devise, they could hardly have felt themselves authorized to pay to the complainant twenty-five thousand dollars for the relinquishment of a pretended right. Nor could they have deemed it necessary, in the agreement of compromise, substantially to constitute him the donor of the munificent bequest to the Town and trade of Alexandria.
We are to judge of this compromise by what is stated in the bill, the facts being admitted by the demurrer. And it appears to us that the agreement, under the circumstances, is void. It cannot be sustained on principles which lie at the foundation of a valid contract. The influences operating upon the mind of the complainant induced him to sacrifice his interests. He did not act freely, and with a proper understanding of his rights.
The decree of the circuit court is reversed, the demurrer overruled, and the cause remanded for further proceedings.
This cause came on to be heard on he transcript of the record from the Circuit Court of the United States for the District of Columbia holden in and for the County of Alexandria, and was argued by counsel. On consideration whereof it is now here ordered, adjudged, and decreed by this Court that the decree of the said circuit court in this cause be and the same is hereby reversed with costs, and that this cause be and the same is hereby remanded for further proceedings to be had therein in conformity to the opinion of this Court.