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State ex rel. Trustees of the Methodist Episcopal Church v. Warren

The State of Maryland, use of the Trustees of the Methodist Episcopal Church at Greensborough v. Charles Warren, William Sapp and Eli Saulsbury, surviving obligors of P. Taylor

State ex rel. Trs. of the Methodist Episcopal Church v. Warren, 28 Md. 338 (1868)
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Court
Court of Appeals of Maryland · State Highest Courts
Decided
March 4, 1868
Judges
Miller
Citations
28 Md. 3381868 Md. LEXIS 23
Headnotes
A void Bequest — Construction of Art. 35, of the Declaration of Bights of 1851 — Construction of the Act of 1856, ch. 307 — Jurisdiction of Orphans' Courts. R. by her last will and testament, bequeathed a moiety of the residue of her estate, after the payment of debts, costs of administration, and certain specific and pecuniary legacies, to the Methodist Episcopal Church at Greensborough. an organized denomination of Christians, who became incorporated after the death of the testatrix, under the provisions of the Aet of 1802, eh. 111. íIjíld : 1st. That this bequest was void, because there was no legatee in being capable of taking it, at the time the will wont into effect. 2d. That regarded as a bequest to “any religious sect,-order or denomination,” it was also void under the provisions of Article 85, of the Declaration of Rights of 1851, then in force, “without the leave of the Legislature.” 3d. That the provision of Article 35, of the Declaration of Rights of 1851, giving the Legislature the right to legalize gifts, &c , to any religious sect, order or denomination, did not confer the power to declare that an association incapable of taking a bequest, at the time the will look effect, because unincorporated, should upon being subsequently incorporated, be capable of taking it, although it had vested in the next of kin. 4th. That the Legislature in undertaking by the Act of 1856, eh. 307, to grant leave to carry into effect the bequest of It., in favor of "the Trustees of the Methodist Episcopal Uhurch at Greensborough.” incorporated subsequently to the death of the testatrix, transcended us constitutional powers. 5th. That the Orphans’ Court of Caroline county had no jurisdiction to decide as to the validity of this bequest, and order the executor to pay over the same to the parties claiming it. It was a question to be determined only in the Courts of Law or Equity. The Orphans’ Courts have no jurisdiction, save what is expressly conferred by statute.
Summary
Appeal from the Circuit Court for Queen Anne’s County. Mary E. A. Reed, of Caroline county, bequeathed a moiety ©f the residue of her estate, left after payment of debts, costs ©f administration and certain specific and pecuniary legacies, to “the Methodist Episcopal Church at Greensborough.” Shortly after her death, letters testamentary wore granted by the Orphans’ Court of Caroline county to the executor, Charles Warren, of Delaware, who with the other defendants, citizens of the same State, and Parran Taylor, of Caroline county, Maryland, who died previously to the institution of this action, gave bond to the State in the penalty of $20,000, for the faithful discharge of his duty as executor. This action upon his bond as such executor, was instituted in the Circuit Court for Caroline county, to recover the amount of this bequest. By this Court it was sent for trial to the Circuit Court for Queen Anne’s county, and Judge Robinson being incapacitated to try said case by reason of his having been counsel for the defendants, the same was tried before George Vickers, as Special Judge selected by the parties. For more than twenty years prior to the death of Mary E. A. Rood, there was an organized body of Christians known as the Methodist Episcopal Church of Greensborough, worshiping at a meeting house in said villiage built specially for that object, the title to which was vested in certain persons in trust for said purpose; at the death of the said Mary E. A. Reed, this organization was not incorporated, but since her death and before suing out the writ in this action, it became incorporated under the Act of 1802, ch. Ill; afterwards the Legislature of Maryland by the Act of 1856, ch. 307, gave leave to carry into effect the bequest to “ the trustees of the Mcohodist Episcopal Church of Greensborough.” Subsequently the executor filed his petition in the Orphans’ Court of Caroline county, submitting the whole question of distribution to its determination; thereupon the trustees of the Methodist Episcopal Church at Greensborough, and Sam’l Dickson and wife, in behalf of the wife as next of kin to the testatrix, filed their respective petitions in said Court claiming this fund, and praying the passage of an order directing the executor to pay according to their several .pretensions; on consideration of these several petitions, the Court adjudged the Trustees of the Methodist Episcopal Church at Greensborough to be entitled, and ordered the executor to pay accordingly; he did not comply with said order, and thereupon this action was instituted. The declaration set forth the bond of the defendant, Charles Warren, as executor of Mary E. A. Reed, and alleged as a breach thereof, that the testatrix by her last will and testament bequeathed to the Methodist Episcopal Church at Greensborough, a moiety of the residue of her personal estate, left after payment of certain specific and pecuniary legacies, and that there came into the hands of the executor assets sufficient to pay all her debts, expenses of administration and other expenses, and to pay and deliver over to the pecuniary and specific legatees, the various pecuniary and specific legacies contained in said will, and leaving a large residue, and that the executor had not paid to the aforesaid trustees, the aforesaid moiety. To this declaration, the defendants pleaded “ that at the time of the death of the said Mary E. A. Reed, the said plaintiffs were not an incorporated religions institution, under the laws of this State.” To this plea the plaintiffs replied: 1st. That the plaintiffs, since the death of the said Mary E. A. Reed, and before the impetration of the original writ, was an incorporated religious institution. 2d. That the Methodist Episcopal Church of Greens-borough, for more than twenty years before the death of the said Mary E. A. Reed, was an existing and organized denomination of Christians, worshipping at a meeting house in the town of Greensborough, built specially for the purpose of worship, and that since the death of the said Mary, the said church lias been incorporated under the Act of 1802, ch. Ill; and that by the Act of 1856, ch. 307, the Legislature of Maryland gave its leave to the legatee to take the legacy, and that the income of said church is less than $2,000 per annum including this legacy. To this first and second replication the defendants demurred. The plaintiffs then filed a third replication, setting out certain proceedings had in the Orphans’ Court of Caroline county, upon the petition of the executor, submitting the question of distribution to its determination, and the petitions of the trustees of the Methodist Episcopal Church at Greensborough, and Samuel Dickson and wife, in behalf of the wife as next of kin to the testatrix, claiming the fund in which the Court ordered the executor to pay to the trustees, &c., a moiety of the residue of the personal estate of his testatrix, which he had not paid, &c. To this third replication the defendants demurred, and assigned the following causes of demurrer, viz: 1st. That this third replication is bad in substance, because it is a departure and variance from the declaration in this cause. 2d. That the said replication does not entitle the plaintiffs in this action to recover. 3d. That this replication is no bar to the defence in this cause. 4th. That said replication is no answer to the pleas of the defendants. The plaintiffs joined in this demurrer; and the Court sustained these demurrers of the defendants to the plaintiffs’ replications to the defendants’ plea, and gave judgment for the defendants. The plaintiffs appealed to this Court.

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Opinion of the Court — Miller

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Miller, J.,

delivered the opinion of this Court.

This is a suit at law, upon an executor’s bond to recover a bequest of a moiety of the residue of her personal estate, made by the testatrix, Mary E. A. Reed, “ to the Methodist Episcopal Church at G-reensborough.” By the pleadings, upon which alone the case is before us, it is admitted that at the time the will took effect, this church was not incorporated, but that since the death of the testatrix it became incorporated under the provisions of the Act of 1802, ch. 111. As a general rule it is clear that a bequest or devise to an unincorporated association is void, and it is only by virtue of that peculiar jurisdiction exercised by Courts of Equity, in regard to charitable uses, that such bequests have ever been sustained. In the case of The Baptist Association *353 vs. Haris Ex’rs, 4 Wheat, 1, the bequest under a will executed in Virginia which took effect in 1795, was “to the Baptist Association that for ordinary meets at Philadelphia, annually,” as a perpetual fund for the education of youths of the Baptist denomination, &c. The Baptist Association which met annually at Philadelphia, had existed as a regularly organized voluntary association for many years before the date of the will, but was not incorporated until the year 1797, when it received a charter from the Legislature of Pennsylvania, under the corporate name of “The Trustees of the Philadelphia Baptist Association,” and the Court, Chief Justice Mabrhale, delivering its unanimous opinion held that the association was sufficiently described, but not being incorporated it was not capable of taking the bequest; that it could not be taken by the individuals who composed the association, at the death of the testator, and that the subsequent incorporation of the society did not give it capacity to take. The Court said the legacy was void, and the property vests, if not otherwise disposed of by the will, in the next of kin, and “a body corporate afterwards created bad it even fitted the description of the will, cannot divest this interest and claim it for their corporation.” In the case of Meade, et al. vs. Allison, et al., in the Circuit Court of the United States, Maryland District, decided by Chief Justice Taney, in 1850, the bequest was “to the Education Society of "Virginia, for the benefit of the Theological students at the Protestant Episcopal Theological Seminary of Virginia, near Alexandria, District of Columbia.” This Education Society was not incorporated, and it was held the bequest was void. The Chief Justice said the case must be governed' by the cases of Dashiell, et al. vs. The Attorney General, 5 H. & J., 392, and 6 H. & J., 1 , which decide that the Statute of 43 Elizabeth, cli. 4, concerning charitable uses, has not been adopted nor its principles recognized as a part of the common law of this State. He also said the same ruling was made by the Supreme Court in the case of The Baptist Association *354 vs. Hart's Ex’rs, in reference to Virginia, and that the case of Vidal, et al. vs. Girard’s Ex’rs, 2 How., 192 , was decided altogether upon .the law of Pennsylvania — upon the common law of that State as recognized there by universal usage and judicial decisions' — and whilst holding the devise valid in that case in Pennsylvania, the Court still recognized as authority the case of the Baptist Association vs. Hart's Ex’rs, which decided that a similar devise was void in Virginia. These cases, and the decisions of our own Courts therein referred to, settle the law in this State, and it is unnecessary to look to what the Courts of other States may have held in similar cases. The doctrine, however, that a bequest of this kind directly to an unincorporated body or association of individuals is void, and that a subsequent act of incorporation will jqtot enable them to take, was expressly decided by the Court of Appeals of New York in Owens vs. The Missionary Society of the Methodist Episcopal Church, 14 N. Y. Rep., 380 , and recognized by the same Court in Beekman vs. Bonsor, 23 N. Y. Rep., 309 . That such a bequest would be held void in a Court of law, however it might be sustained in equity, has also been decided by the Supreme Court of Connecticut in sevei’al cases. Greene vs. Dennis, 6 Conn., 293 ; Brewster vs.. McCall, 15 Conn., 294 ; and The American Bible Society vs. Wetmore, 17 Conn. 181 .

• This bequest must, therefore, be held void, because there was at the time the will took effect, no legatee in being capable of taking it. Regarded as a bequest to “ any religious sect, order or denomination,” it was also void under the provisions of the 35th Article of the Declaration of Rights of 1851, then in force, “ without the leave of the Legislature.” Whether this leave could be validly given by the antecedent General Laws of 1802, ch. 111, sec. 8, and 1815, ch. 222, or whether a special antecedent law was necessary in each case, or whether the leave could be given by a subsequent Act as was attempted in this case by the Act of 1856, ch. 307, are questions which it is unnecessary to determine because we are *355 clearly of opinion tlic power thus given to the Legislature, whenever or however exercised, was simply the power to remove the disability imposed by this Article of the Declaration of Eights. It had 'no power to remove that, and at the same time to declare that a body or an association incapable of taking at the time the will took effect, because unincorporated, should when incorporated, or upon being subsequently incorporated be capable of taking a bequest which by this reason had become void, and was vested in the next of kin. We are, therefore, fully satisfied that when the Legislature by the Act of 1856, ch. 307, undertook to grant leave to carry into effect this bequest in favor of the “ Trustees of the Methodist Episcopal Church at Greensborough,” incorporated subsequently to the death of the testatrix, it transcended its constitutional powers and that the antecedent laws of 1802, ch. 111, and 1815, ch. 222, for the same reason can have no such effect, even if they should otherwise be considered as applicable to the case.

The third replication presents another question, viz: that the right to this legacy had been definitively adjudicated in favor of the trustees by the Orphans’ Court of Caroline county, upon petitions filed in behalf of the next of kin and by the trustees of the church. This determination is said to be conclusive, being the decision of a Court of competent jurisdiction to adjudicate and decide finally the matter in controversy. In Craufurd’s Adm’r vs. Craufurd, et al., 22 Md. Rep., 447 , this Court decided that under the provisions of our testamentary law, the Orphans’ Courts have power to determine who are next of kin, and to decide between parties claiming adversely to each other and determine which of them are next of kin entitled to distribution, but that decision does not go to the extent of holding that these Courts have jurisdiction to decide questions like the present, involving the validity or invalidity of a bequest under a will. Such questions can only be determined in the Courts of Law or Equity. The Orphans’ Courts have no jurisdiction save what is conferred by statute. They are *356 forbidden under pretext of incidental power or constructive authority, to exercise any jurisdiction not expressly conferred by law. Code, Art. 93, see. 252. We find no authority expressly given them to adjudicate such questions as are presented in this case, and their jurisdiction cannot be extended by construction. The executor was, therefore, justified in refusing to pay this legacy to the plaintiffs under the order of the Orphans’ Court, and in requiring them to assert their claim to. it by a proceeding at law or in equity. It follows that all the replications to the defendants’ plea were bad, and the demurrer to them properly sustained. It is unnecessary to decide any other of the many questions of pleading presented in argument, because none of them however decided, could give the plaintiffs a right to recover. It is to' be regretted that the wishes of the testatrix should be thus defeated, but our duty is to declare the law as we find it to be, not to make .law for the purpose of carrying out what we may think in individual cases, ought to be done.

(Decided 4th March, 1868.)

Judgment affirmed.

How later courts describe this case

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Cited by 15 cases

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1877–1878: 11885–1886: 11893–1894: 11895–1896: 11897–1898: 11899–1900: 11901–1902: 11907–1908: 11911–1912: 11939–1940: 11943–1944: 11945–1946: 11959–1960: 11997–1998: 12001–2002: 118772026peak 1877 · 1

Relies on it most ⓘ

  1. Dua v. Comcast Cable of Maryland, Inc.805 A.2d 1061 (Md. 2002)
  2. Curtis v. Maryland Baptist Union Ass'n5 A.2d 836 (Md. 1939)
  3. Rock Hill College v. Jones47 Md. 1 (1877)
  4. Snowden v. Crown Cork & Seal Co.80 A. 510 (Md. 1911) · Dissent
  5. De Lima v. Bidwell182 U.S. 1 (1901)
  6. United States v. Heinszen & Co.206 U.S. 370 (1907)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 7

DepthCaseCited by
Vidal v. Girard's Executors, 43 U.S. (2 How.) 127 (1844) 230
Owens v. the Missionary Soc'y of the M.E. Church, 14 N.Y. 380 (1856) 60
Dashiell v. Attorney Gen., 5 H. & J. 392 (1822) 36
Brewster v. McCall's devisees, 15 Conn. 274 (1842) 28
Blackburn v. Craufurd, 22 Md. 447 (1864) 23
Dashiell v. Attorney Gen., 6 H. & J. 1 (1823) 18
Am. Bible Soc'y v. Wetmore, 17 Conn. 181 (1845) 14

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