CHAPTER XXIII. BEQUESTS, DEVISES, AND GIFTS

*315.* _Statutes, Wills._—In some States a religious society can not take

under a will, and a bequest of money to a church is void.(560) In

Connecticut any devise to a religious corporation not expressly authorized

by statute, is void.(561) In Maryland leave to devise land to a religious

society must be obtained from the Legislature.(562) In all the States it

is safest to consult and carefully follow the statute in drawing a will.

*316.* _Masses, Alabama._—Formerly as a rule of the English common law, it

was held that bequests and devises for the purpose of having Masses said

for the soul of the deceased, were void as superstitious uses; but under

Article 1 of the Amendments to the United States Constitution, and under

similar provisions in the constitutions of the several States, the English

rule does not prevail in the United States. However, Alabama adopted the

English rule.(563) By reading the foot-note to the Alabama case, it will

be found that a majority of the States hold that such bequests are

lawful.(564) Even in Alabama if the bequest had been to a clergyman or a

certain person and accompanied by a request to say Masses, the court might

have allowed it.(565)

*317.* _Name, Bequest, Corporation._—A mistake in a name does not render a

bequest or a gift void if the person intended can be identified.(566)

Also, a devise may be made to a corporation not yet organized and when it

is organized the gift or devise will vest. During the interim, it will

remain in abeyance.(567)

*318.* _Clergyman, Undue Influence._—A clergyman who is a grantee in a

deed from a parishioner, although deriving no benefit therefrom, has the

burden of showing good faith in the transaction as the law presumes that

he is guilty of undue influence. This presumption is further strengthened

by proof of the enfeebled condition of the grantor by age and illness and

his susceptibleness to influence. Where the property conveyed in trust for

the parish was greatly in excess of its needs, the deed was set

aside.(568)

*319.* _Contest, Secession._—In case of a devise to a church which is

claimed by two societies, it is the duty of the court to decide in favor

of those who adhere to the ecclesiastical government of the church which

was in operation at the time the trust was declared.(569) However, to

maintain such action it must be brought by the proper parties.(570)

*320.* _Bequests, Membership._—Bequests left to individuals on condition

that they shall remain members of a certain church, can be obtained only

by complying with such condition.(571)

*321.* _Conditions, Religious Tenets._—In order to determine the

conditions of a trust the religious tenets of the donor may be shown to

aid in construction of ambiguous provisions.(572)

*322.* _Name, Uncertainty._—A bequest to Georgetown University, in the

District of Columbia, which was incorporated under the name of “The

President and Directors of Georgetown College,” is not void for

uncertainty, as the only institution of learning in the District of

Columbia is Georgetown College.(573)

*323.* _Future Uses, Uncertainty._—A devise to a foundling or eleemosynary

institution, whenever the Christians should create one which the trustees

approved, is valid.(574) And a devise to the “First Christian church

erected or to be erected in the village of Telfairville, in Burke county,

or to such persons as may become trustees of the same,” is good as a

charitable bequest.(575) A bequest to a priest to hold in trust and pay

over to the Sisters for the Poor, is valid.(576) A bequest for the care of

a tombstone is valid in some States and not in others without a statutory

provision.(577) A bequest to the bishop “to be by him used for Roman

Catholic charitable institutions in his diocese,” sufficiently describes

the beneficiaries and is good.(578) Also, a bequest to Bishop England “in

trust for the Ladies of the Ursuline Order residing in Charleston in the

State of South Carolina,” was held for “The Ladies of the Ursuline

Community of the city of Charleston.”(579) A bequest for Masses “to a

Roman Catholic priest that shall succeed me in this place,” was held void

for uncertainty.(580) A bequest in trust to a bishop by name to sell and

give the proceeds to a society named, is not a devise to the society, but

to the bishop in trust.(581)

*324.* _Education, Priesthood._—A devise or bequest to a clergyman of

property to be used for the education of poor Catholic boys for the

priesthood, was sustained in court as sufficiently definite for

performance.(582)

*325.* _Charitable Trust, Cy-Pres._—Equity will not allow a charitable

trust to fail for want of a trustee, but will appoint one.(583) The

doctrine of _cy-pres_ as applied to charitable gifts and trusts, is not in

force in Alabama, Connecticut, Delaware, Indiana, Maryland, Iowa, New

York, North Carolina, nor Wisconsin; but seems to prevail in California,

Illinois, Massachusetts, Missouri, Pennsylvania, and Rhode Island.

*326.* _Error, Ambiguity._—Great latitude is allowed in charitable

bequests, devises, and gifts, in proving _aliunde_ the beneficiary

intended where there is error in the name or a latent ambiguity.(584) The

religion of the testator will be considered in proving intention.

*327.* _Dissolution, Resulting Trust._—On dissolution of a religious

society, the money collected or derived from the sale of property goes

back as a resulting trust to the contributors.(585)

*328.* _Charity, Institutions._—To determine what is a charitable trust,

devise, or gift, it is necessary to particularly bear in mind the most

comprehensive definition of charity. Legacies for schools, churches,

libraries, cemeteries, the poor, hospitals, and numerous other

eleemosynary institutions, have been sustained under charitable bequests

when they otherwise would have failed.(586)

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