Charles McMicken, a citizen and resident of Cincinnati, in Ohio,
made his will in 1855, and died in March, 1858, without issue.
He devised certain real and personal property to the City of
Cincinnati and its successors, in trust forever for the purpose of
building, establishing, and maintaining as far as practicable, two
colleges for the education of boys and girls. None of the property
devised, or which the city may purchase for the benefit of the
colleges, should at any time be sold. In all applications for
admission to the colleges, a preference was to be given to any and
all of the testator's relations and descendants, to all and any of
his legatees and their descendants, and to Mrs. McMicken and her
descendants.
If there should be a surplus, it was to be applied to making
additional buildings and to the support of poor white male and
female orphans, neither of whose
Page 65 U. S. 466
parents was living, preference to be given to our relations and
collateral descendants.
The establishment of the regulations necessary to carry out the
objects of the endowment was left to the wisdom and discretion of
the corporate authorities of the City of Cincinnati, who should
have power to appoint directors to said institution.
This will can stand, and with reference to the various points of
law connected therewith, this Court establishes the following
propositions,
viz.:
1. The doctrines founded upon the statute of 43 Elizabeth, c. 4,
in relation to charitable trusts to corporations, either municipal
or private, have been adopted by the courts of equity in Ohio, but
not by express legislation, nor was that necessary to give courts
of equity in Ohio that jurisdiction.
2. The English statutes of mortmain were never in force in the
English colonies, and if they were ever considered to be so in the
State of Ohio, it must have been from that resolution by the
governor and judges in her territorial condition, and if so, they
were repealed by the act of 1806.
3. The City of Cincinnati, as a corporation, is capable of
taking in trust devises and bequests for charitable uses, and can
take and administer the devises and bequests in the will of C.
McMicken.
4. Those devises and bequests are charities in a legal sense,
and are valid in equity, and may be enforced in equity by its
jurisdiction in such matters without the intervention of
legislation by the State of Ohio.
5. McMicken's direction, in section 32 of his will, that the
real estate devised should not be alienated makes no perpetuity in
the sense forbidden by the law, but only a perpetuity allowed by
law and equity in the cases of charitable trusts.
6. There is no uncertainty in the devises and bequests as to the
beneficiaries of his intention, and his preference of particular
persons as to who should be pupils in the colleges which he meant
to found was a lawful exercise of his rightful power to make the
devises and bequests.
7. The disposition which he makes of any surplus after the
complete organization of the colleges is a good charitable use for
poor white male and female orphans.
8. Legislation of Ohio upon the subject of corporations, by the
Act of April 9, 1852, does not stand in the way of carrying into
effect the devises and bequests of the will.
The nature of the devise is stated summarily in the headnote
Page 65 U. S. 467
of this report, and more particularly in the opinion of the
Court.
The bill specified the following objections to the validity of
the devises and bequests:
"1. Said of City of Cincinnati was formerly a municipal
corporation, created and having certain powers conferred upon it by
an act of incorporation of the Legislature of the State of Ohio,
but it now exists only as a political division of the state, under
a general law having a uniform operation throughout the state, and
is without any power or authority to accept said devises and
bequests, to acquire or hold the title to the property mentioned in
said devises and bequests for the purposes therein expressed, or to
execute the trusts or any of them therein set forth and
declared."
"2. Said Charles McMicken, deceased, has undertaken, by said
alleged devises and bequests, to render a large amount of real
estate above described, situate in said City of Cincinnati, in said
State Of Ohio, and an indefinite amount of real estate to be
hereafter purchased in said City of Cincinnati, forever
unalienable, contrary to the law and public policy of said
state."
"3. There are no persons mentioned or referred to as
beneficiaries under the trusts attempted to be created by said will
who are so described that they are entitled to and can claim the
benefit of said trusts or any of them, and the same are therefore
void for uncertainty."
"4. By the terms of said will, the establishment of the
regulations necessary to carry out the objects of the endowment
attempted to be made, and the power to appoint directors of the
institutions therein named, are vested in the corporate authorities
of the City of Cincinnati, but there are no persons, either
artificial or natural, who fall within or are sufficiently
identified by said description."
"5. The trusts attempted to be created by said will are
uncertain and illegal for the further reason that the distribution
of the trust fund between the two objects, of the education of
white boys and girls and the support of poor white male and female
orphans, is to be left to the unrestrained discretion of
Page 65 U. S. 468
the City of Cincinnati, or of the corporate authorities of the
City of Cincinnati."
"6. The trust attempted to be created by said will for the
support of poor white male and female orphans is illegal and void
because, without authority of law and in violation of the statutes
and public policy of the State of Ohio, it is therein required that
before they shall receive any benefit therefrom, their guardians,
or those in whose custody they are, shall have first entirely
relinquished their control of them to the said city, and provided
that those orphans who may have remained until they have reached
any age between fourteen and eighteen years shall be bound out by
the said city to some proper art, trade, occupation, or
employment."
The respondents demurred to the bill, which was sustained by the
circuit court and the bill dismissed. The complainants appealed to
this Court.
Page 65 U. S. 491
MR. JUSTICE WAYNE delivered the opinion of the Court.
The appellants here were the complainants in the court
below.
The object of their bill is to set aside the devises and
bequests in the will of Charles McMicken to the City of Cincinnati,
in trust for the foundation and maintenance of two colleges.
The testator says:
"Having long cherished the desire to found an institution where
white boys and girls may be taught not only a knowledge of their
duty to their Creator and their fellow men, but also receive the
benefit of a sound, thorough, and practical English education and
such as might fit them for the active duties of life, as well as
instruction in all the higher branches of knowledge, except
denominational theology, to the extent that the same are now or may
be hereafter taught in any of the secular colleges or
universities
Page 65 U. S. 492
of the highest grade in the country, I feel grateful to God that
through His kind providence I have been sufficiently favored to
gratify the wish of my heart. I therefore give, devise, and
bequeath to the City of Cincinnati and its successors, for the
purpose of building, establishing, and maintaining, as far as
practicable, after my decease, two colleges for the education of
boys and girls, all the following real and personal estate, in
trust forever, to-wit,"
describing the property in nine clauses of the thirty-first
article of the will.
He then proceeds to declare that none of the real estate
devised, whether improved or otherwise or which the city may
purchase for the benefit of the colleges, should at any time be
sold, but that the buildings upon any part of it should be kept in
repair out of the revenues of his estate. In the event, however, of
dilapidation, fire, or other cause, or if it shall be deemed
expedient to have a larger income, he directs houses to be taken
down, and that they are to be rebuilt out of the income of his
estate. He further authorizes purchases to be made of other
property, buildings to be put up on his vacant lots, and designates
a part of the eastern boundary of the grounds devoted to the
college for the boys for the erection of boarding houses for the
accommodation of the students, from which a revenue may be derived.
The testator then declares where the colleges shall be located,
that there might be a separation between that for the boys and that
for the girls. There are other particulars under this article of
the will which we need not recite, as they have no bearing upon the
controversy made by the bill. Passing over the 33d article of the
will for the same reason, the next article in the will is a
direction that the Holy Bible of the Protestant version, as
contained in the Old and New Testaments, shall be used as a book of
instruction in the colleges. Next it is declared that in all
applications for admission to the colleges, that preference should
be given
"to any and all of the testator's relations and descendants, to
all and any of his legatees and their descendants, and to Max
McMicken and his descendants."
Then he directs: "If, after the organization and establishment
of the institution" and the admission of as many pupils as in the
discretion of
Page 65 U. S. 493
the city have been received, there shall remain a
sufficient
surplus of funds that the same shall be applied to making
additional buildings, and to the support of poor white male and
female orphans, neither of whose parents are living &c.,
preference to be given by my relations and collateral descendants
&c.; that they were to receive a sound English education
&c.; and afterwards, directions are given as to the mode of
receiving such poor white made and female orphans, and the
privileges to be allowed under certain circumstances. The testator,
in the thirty-fourth article of his will, declares that
"The establishment of the regulations
necessary to carry out
the objects of my endowment I leave to the wisdom and discretion of
the corporate authorities of the City of Cincinnati, who shall have
power to appoint directors to said institution."
The last article of the will relates to the devises and bequests
to the city, and directions as to paying the accounts of the trust.
The testator then nominates executors, and they are the appellees
in this appeal.
This statement has been made that the devises and bequests of
the testator may be fully disclosed and the merit of them as a
charitable use may be fully understood.
Our first observation is that it was his intention to establish
primarily two colleges for boys and girls, and then a third for the
support of poor white male and female orphans neither of whose
parents was living, and who were without any means of support, who
were to receive a sound English education. This third school was to
be founded by applying to the purpose the surplus funds which might
remain after the complete organization of the colleges. (36th
article of the will.) The testator anticipated that there would be
such a surplus, as he left it in the discretion of the city to
determine the number of the pupils who were to be admitted to the
colleges. We must then keep in mind the thirty-first and
thirty-sixth articles of the will in considering it, though they
are but contingently connected by the happening of a surplus in the
way just mentioned. For, now, if the first is subject to a failure
as a gift for charitable purposes, the devises and bequests may be
good under the second. Our attention, however, will be
Page 65 U. S. 494
chiefly given to the thirty-first section and its clauses, as
under that it was principally argued by counsel.
The learned sergeant, Sir Francis Moore who drew the statute of
43 Elizabeth, chapter 4, says in his exposition of it:
"As in all other grants, so in a gift to a charitable use, four
things are principally to be considered: 1. the ability of the
donor; 2. the capacity of the donee; 3. the instrument or means
whereby it is given; 4. the thing itself which is or may be given
to a charitable use."
And then, by way of caution to donors, he says:
"There are five things which cannot be granted to such a use: 1.
things that yield no profit; 2. things that are incident to others,
and inseparable; 3. possibilities of interest; 4. conditions --
meaning that such things are from their nature insusceptible of
serving such a purpose,"
and then he adds the 5th: "Copyholds, if in any way prejudicial
to the lord." We shall not consider them numerically, but both seem
to be the natural way to discuss such a gift, when its validity is
disputed. We shall follow it in those particulars as briefly as we
can.
No question is made, however, in this case as to the execution
of the will, nor as to the capacity of the devisor. It is insisted,
though, that the devises and bequests to the donee, the City of
Cincinnati, are void because the city has not the capacity to take
them, and also that they create a perpetuity from being
inalienable, which is contrary to law.
Charity, in a legal sense, is rather a matter of description
than of definition, and the word "perpetuity" in law is only
determined by the circumstances of such cases. But for the purposes
of this case, the objection to the validity of the charity on
account of its perpetuity, we will place under Mr. Sander's
definition in his Essay upon Uses and Trusts 196:
"A perpetuity may be defined to be a future limitation
restraining the owner of the estate from aliening the fee of the
property, discharged of such future use or estate, before the event
is determined or the period is arrived when such future use or
estate is to arise. If that event or period be within the bounds
prescribed by law, it is not a perpetuity."
It is then a limitation upon the
jus disponendi of
property,
upon the common law
Page 65 U. S. 495
right of every man to dispose of his land "to any other
private man at his own discretion." And one class of those
limitations is technically termed alienation in mortmain, and to
charitable uses. Alienation in mortmain, in its primary
signification, is an alienation of lands or tenements to any
corporation, aggregate, ecclesiastical, or temporal, the
consequence of which in former times was that by allowing lands to
become vested in objects endued with perpetuity of duration, the
lords were deprived of escheats and other feudal profits, and the
general policy of the common law, which favored the free
circulation of property, was frustrated, although it is true that
at the common law the power of purchasing lands was incident to
every corporation. The effect of these statutes deprived every
corporation in England, spiritual or secular, from acquiring,
either by purchase or gift, real property of any description
without a general license from the Crown enabling it to hold lands
in mortmain, or a special license in reference to any particular
acquisition. These restraints were subsequently relaxed in many
particulars, including gifts to a corporation for purposes of
education. But this case does not require us to particularize them;
our only purpose for having alluded to statutes of mortmain being
to show, from the view taken of them from an early day by the
courts in England, that devises to corporations, which generally
cannot take lands under a will, were held good when made in favor
of charities, and that such gifts, from the purposes to which they
were to be applied, and the ownership to which they are subjected,
have had the protection of courts of equity to prevent any
alienation of them on the part of the person or body interested
with the offices of giving them effect; and that in all such cases
land has been decreed by courts of equity to be practically
inalienable, or that a perpetuity of them exists in corporations
when they are charitable gifts.
Hillam's case, Duke 80,
375;
Mayor of Bristol v. Whitton, 1633, Duke 81, 377;
Mayor of Reading v. Lane, 1601, Duke 81, 361; Lewis on
Perpetuity 684; 1 Macnaghten & S. Gordon 460;
Chart.
Hospital v. Grauger; Griffin v. Graham, 1 Hawks 130;
State
v. Girard, 2 Ired.Eq. 210. The objection that the devises and
bequests create a perpetuity cannot be maintained
Page 65 U. S. 496
unless they are forbidden by the law of Ohio. And if a
perpetuity was forbidden, the charitable trust would not fail, but
would be held good and carried out in equity.
We were told that the first and second sections of the 13th
article of the constitution, in connection with the legislation of
the state under them, prevent an estate in perpetuity from being
made in Ohio. And for showing the bearing of them upon this case,
we were referred to an act of Ohio to restrain the entailment of
real estates. 2 Swan, secs. 355-356.
We are unable to see any fair connection between them. The first
and second sections of the 13th article of the constitution were
that the general assembly shall pass no special act conferring
corporate powers. Sec. 2. Corporations may be formed under general
laws, but all such may from time to time
be altered or
repealed -- that is, though they may be formed under general
laws, that the legislature may alter or repeal them. That by the
provision, they meant to retain their legislative powers to give
larger powers than a corporation might have had, to reform them in
any particular that might become necessary, that of the violation
of a contract excepted. The act to restrict the entailment of real
estates obviously applies to individuals exclusively, and not at
all to corporations, and especially to such of them as may take and
hold charitable gifts in perpetuity.
The first act passed under the constitution of 1851, relating to
corporations, was to enable the trustees of colleges, academies,
universities, and other institutions for promoting education, to
become bodies corporate. We will give it in its terms, for nothing
it the legislation of that state can show more satisfactorily than
it does that public spirit there is in harmony with, and fully up
to, that of the age upon the subject of education. The language of
the 1st section is that any number of persons, not less than five,
desiring to establish a college, university, or other institution
for the purpose of promoting education, religion or morality,
agriculture and the fine arts, may, by complying with the
provisions of the act, become a body corporate and politic, with
perpetual succession, and may assume a corporate name, by which
they may sue and be sued, plead
Page 65 U. S. 497
and be impleaded, in all courts of law and equity; may have a
corporate seal, and the same alter or break at pleasure;
may
hold all kinds of estate, real, personal, and mixed, which
they may acquire by
purchase, donation, devise, or
otherwise, necessary to accomplish the objects of the
corporation; and further, the trustees of any university, college,
or academy may hold in trust any property devised, or bequeathed,
"or donated" to such institution, upon any specific trust
consistent with the objects of said corporation; also, when any
number of persons shall have procured by subscription, donation, or
devise, purchase, or otherwise, and sum of five hundred dollars for
the purpose of establishing an academy, they may become a body
corporate &c., and do all acts and things necessary for the
promotion of education and the general interests of such academy.
Time and the occasion will not permit us to give more of this
liberal and enlightened statute, and of the supplemental acts
passed in August, 1852, and March, 1853. 2 Swan, secs. 195,
196.
There is nothing in either of them in any way interfering with
the power of
before existing corporations to become the
trustees of charitable devises and bequests for education and to
hold them in perpetuity. There is rather a disposition manifested
to enlarge and confirm their power to do so, and to give to other
corporations under the act certainty and security in the
administration of such trusts. The legislature has succeeded in
giving to corporations, for the promotion of education, what the
learned gentlemen who brought this bill said were the requisites of
a corporation: lawful existence; artificial capacity and perpetuity
of existence, and, we add, the unquestioned enjoyment of all these
privileges, which courts of equity have said for more than two
hundred years they were entitled to, in the construction of devises
and gifts for charity and for the administration of them.
It was conceded in the argument that the trusts in this will
fall within the description of public trusts or charitable uses as
recognized in England since the statute of 43 Elizabeth, c. 4,
notwithstanding that statute is not in force in Ohio,
and, in
our opinion, never was, as we shall show presently.
Page 65 U. S. 498
Charities had their origin in the great command to love thy
neighbor as thyself. But when the Emperor Constantine permitted his
subjects to bequeath their property to the church, it was soon
abused -- so much so that afterwards, when it became too common to
give land to religious uses, consistently with the free circulation
of property, the supreme authority of every nation in Europe where
Christianity prevailed found it necessary to limit such devises by
statutes of mortmain.
In France, by the ancient constitutions of that kingdom,
churches, communities, chapters, colleges, convents &c., were
not permitted to acquired or hold immoveable property. Dumoulin sur
1st art., 51 De la Cou., Paris. This incapacity after a long time
was relaxed, and they were allowed to hold by license of the
King.
In Spain, the communities mentioned before could neither acquire
nor hold property, unless by authority of the Sovereign; but in
England, corporations had the capacity to take property by the
common law. Co. Litt. 99. They were rendered incapable of
purchasing without the King's license by a succession of statutes
from Magna Charta, 9 Henry 3, to 9 Geo. 2.
They are known as the statutes of mortmain -- that is, as it was
the privilege of anyone, before such statute restrained it, to
leave his property of every kind by testament to whom he pleased
and for such purposes, charitable or otherwise, as he chose and the
will was in every particular administered according to the
testator's intentions,
sometimes by the courts of common law,
and at others by a court in chancery, as may be seen from the
cases in Duke and other writers upon charities. The question, then,
under such a condition of the law in Ohio, where there was no
statute of mortmain, cannot be in this case, whether chancery had
such a jurisdiction or whether Ohio had adopted in whole or in part
the common law, but whether Ohio, in the construction of her
judicial system, did not mean to give to those courts which were to
have equity jurisdiction cognizance of trusts made by wills for
charitable uses, as well as of other trusts, and whether the judges
in Ohio have not uniformly entertained it upon that principle. We
cannot be mistaken in the conclusion that they have done
Page 65 U. S. 499
so from the cases cited on both sides in the argument of this
case, the larger number of which we have verified by
examination.
And we are more confirmed in what has just been said, for the
English statutes of mortmain were never in England supposed to have
been meant to extend to her colonies, and were never in force in
those of them in America which became independent states but by
legislative adoption.
First it will be observed in all commentaries upon those
statutes they are termed local or political laws, meant to suppress
a public mischief and abuse in England. The statute of 43 Elizabeth
is entitled "An act to redress the misemployment of lands, goods,
and stocks of money, heretofore given to charitable uses." The mode
and manner for the enforcement of it in any particular did not
exist in any one of the English colonies. There was not in either
of them a Lord Keeper or Lord Chancellor, or any corresponding
officer to mature the regulations enjoined by the act for its
enforcement. There were not in the colonies any abuses to redress
for the misemployment of lands, goods, or money heretofore given to
charitable uses; further, there were not then in any one of them
those religious institutions which the monarchs of Europe deemed it
politic to restrain from holding lands.
The statute, after beginning with a statement of the abuses to
be controlled, declares that for the redress of them it shall be
the duty of the Lord Chancellor or Lord Keeper of the Great Seal
for the time being, and for the Chancellor of the Dutchy of
Lancaster for the time being, to award commissions &c., into
all or any part of the realm for the purpose of executing the
&c., statute, and the realm or
Kingdom of England, in
statutory parlance, as well in the time of Elizabeth as now,
"meant the Kingdom over which her municipal laws or the common
law had jurisdiction, and did not include either Wales, Scotland,
or Ireland, or any other part of the King's dominions except the
territory of England only."
1 Blackstone's Commentaries, sec. 4, 93, Wendell.
And in the same section, after having enumerated those dominions
which had been subjected by statute or otherwise
Page 65 U. S. 500
to the laws of England, and such as had not been, all being
adjacent to England, Blackstone says, our more distant plantations
in America or elsewhere are also in some respects subject to
English law. But that must be understood with very many and very
great restrictions. Such colonies carry with them only so much of
the English law as is applicable to their own situation and the
condition of an infant colony; such, for instance, as the general
rules of inheritance and of protection from personal injuries. Pp.
107, 108 Marginal. But we are not left to inferences to establish
the locality of the operation of the statutes of mortmain to
England, and that they never had any force in the colonies. The
whole subject, in all its generality, was ably discussed and
decided in the High Court of Chancery in England some forty years
since. In that case, 2 Merivale 143,
Attorney General v.
Stewart, the question being whether the statute of mortmain, 9
Geo. II, extended to the Island of Grenada, in the West Indies, it
was ruled that it did not, and that none of the English mortmain
acts were of force in the colonies.
Without, then, a particular enactment for such purpose, the
statute of 43 Elizabeth, c. 4, could never have been in force in
Ohio. Nor do we think it to be a point of judicial uncertainty
there, for we cannot find a decision in the courts of Ohio directly
declaring that it ever was.
The law was adopted in terms from the statute of Virginia by the
governor and judges of the territory. 1 Chase, 190. Whatever may
have been its validity in other respects, it did not comprehend the
statute of Elizabeth. For though it was a remedial statute to
correct abuses, it was a restraining statute of the common law
right of every man to dispose of his property by will as he
pleased. The law taken from Virginia for Ohio made statutes and
acts of Parliament in aid of the common law, which were of a
general nature, and not local to that kingdom, of force in Ohio. It
was not in aid of the common law, but being restrictive of it, it
should have, as to the places assigned for its operation, a strict
interpretation.
But whether we are right or not so, in respect to the law
adopted from Virginia, and passed in the Territorial
Legislature
Page 65 U. S. 501
of Ohio, it is certain that in the year 1806 it was repealed;
and that since the Statute of Elizabeth has had no force in Ohio as
a statute, though the judges of that state, without any assumption,
have applied its principles to all cases of charitable devises as a
part of chancery jurisdiction. It certainly was right in them and a
duty to carry out the charitable intentions of a testator by the
same principles that his will was executed in every other respect,
when the legislature was silent in respect to such devises, or had
given no other rule concerning them.
No more was done by them in Ohio than was done in every other
state in this Union where the Statute of Elizabeth had not been
adopted by legislative enactment.
But in justice to the subject we cannot leave it without saying
that original chancery jurisdiction over charities existed in
England, and was exercised there, before the Statute of Elizabeth
was passed; also, that it has now become an established principle
of American law, that courts of chancery will sustain and protect
such a gift, devise, or bequest, or dedication of property to
public charitable uses, provided the same is consistent with local
laws and public policy, where the object of the gift is a
dedication specific and capable of being carried into effect
according to the intentions of the donor. In confirmation of this,
we refer to the cases collected in Angell and Ames upon
Corporations, private and aggregate, 6th edition, 182, 177, and
from pages 170 to 180, inclusive.
And this Court, in
Vidal v. Mayor of Philadelphia,
reviewed its opinion to the contrary of what has just been said in
the case of the
Baptist Association v. Hart's Executors,
and admitted, whatever doubts had been expressed in that opinion,
that they had been removed by later and more satisfactory sources
of information.
And in
Vidal's Case, the court went on to say: it may
therefore be considered as settled, that chancery has an original
and necessary jurisdiction in respect to devises and bequests in
trust to persons competent to take for charitable purposes, when
the general object is specific and certain, and not contrary to any
positive rule of law. 2 Kent's Comm. 287, 288,
Page 65 U. S. 502
4 edition;
Gibson v. McCall, 1 Rich.S.C. 174;
Att'y
General v. Jolly, ibid., 176, N.;
Sohun v. Wardens &
Trustees of St. Paul's Church, 12 Met.Mass. 250;
Beall v.
Fox, Ga. 404;
Miller v. Chittenden, 2 Clarke, Ia.;
and
Williams v. William, Opinion by judge Denio, 4 Selden
525. We also refer to the opinion of Mr. Justice Baldwin which led
the way upon this question of jurisdiction in the United States in
the will of Sarah Zane in pamphlet; Cir. Co. in Pennsylvania, April
term, 1833; and to Mr. Justice Story's Essay in the Appendix to 3
Pet.S.C. 481 to 502, inclusive.
The same results have been announced by the decisions in Ohio.
Trustees of the McIntyre Poor School v. Zanesville Canal and
Manufacturing Co., 9 Ohio 203, does so. Lane, C.J., avoiding
the discussion of the extent of chancery jurisdiction over
charities independently of the statute, says:
"But one of the earliest claims of every social community upon
its law-givers is an adequate protection to its property and
institutions, which subserve public uses, or are devoted to its
elevation &c., and in a proper case the courts of one state
might be driven into the recognition of some principle analogous to
that contained in the Statute of Elizabeth as a necessary element
of our jurisprudence. But without reference to these
considerations, where a trust is clearly defined and a trustee
exists capable of holding the property and executing the trust, it
has never been doubted that chancery has jurisdiction over it by
its own inherent authority, not derived from the statute nor
resulting from its functions as
parens patriae."
The same ruling was made afterwards in 15 Ohio 593 and in 18
Ohio 500, and the main point in both of them could not have been
decided without maintaining the jurisdiction in chancery over
charitable uses, independently of the Statute of Elizabeth. The
same may be assumed of the case growing out of the will in 20 Ohio
483. Indeed, it was assumed that no case in Ohio of a charitable
trust has been judicially maintained, or could have been valid
under the universal admission that the statute of the 43 Elizabeth,
c. 4, was not in force in Ohio, unless the courts
Page 65 U. S. 503
there had acted from the conviction that in such cases chancery
had a jurisdiction over them by its own authority.
We shall now consider the objections which were made by the
counsel for the appellants to the validity of the devises and
bequests of Mr. McMicken, that the City of Cincinnati has not the
capacity of take them and to execute the trusts of the will, and
that no other trustee can be appointed.
In our view, the answers to them from the opposing counsel were
decisive. No incapacity of the City of Cincinnati to take in this
instance can be inferred from its charter. It has the power to
acquire, to hold, and possess, real and personal property &c.,
and to exercise such other powers and to have such other privileges
as are incident to municipal corporations of a like character and
degree, not inconsistent with this act or the general laws of the
state. Swan 960. It was admitted in the argument, that the section
just read confers power upon the city to acquire and hold real
estate for the legitimate objects of the city. These objects are
enumerated in many particulars directly connected with its powers
to govern the city, and in the nineteen sections following that
cited there is not a sentence or word from which an inference can
be made that the legislature meant to deprive the City of
Cincinnati from taking and administering charitable trusts. Indeed,
such a course would have been inconsistent with the legislature's
caution in its enactments under the Constitution of 1851. It would
be doing great injustice to the legislature even to suppose that it
meant, in passing an act for the government of corporations, under
the provisions of the Constitution that it designed to encroach
upon that of the judiciary, or to alter the whole power of chancery
in respect to charitable uses, and the long established practice of
corporations, private and municipal, to receive them as trustees,
and to administer them according to the intention of donors. So far
from any intention to interfere with such a privilege in the City
of Cincinnati, we infer from previous and subsequent legislation
that it was to have an important agency in carrying out the 6th
article of the Constitution in respect to education. We allude to
the act for the better organization and classification
Page 65 U. S. 504
of the common schools in Cincinnati and Dayton, passed in the
year 1846, Ohio Local laws, 91, and to that of the 27th January,
1853, both now in force. In the first, the trustees and visitors of
common schools in the City of Cincinnati, with the consent of the
city council, have the power to establish and maintain out of any
funds under the control of the trustees and visitors such other
grades of schools than those already established as they may deem
expedient for such purpose. Further, by the 68th section of the
state School law, Swan, 852, passed in January, 1856, power is
given to township boards of education, and their successors in
office, to take and hold in trust for the use of central or high
schools, or sub-district schools, in the township, any grant or
donation, or bequests of money, or other personal property, to be
applied to the support of such public schools. Again, in Ohio laws,
33, March 26, 1856, it is declared that whenever anyone gives lands
or money for the endowment of a school or academy, not previously
established, and shall not provide for the management of it, that
the court of common pleas shall appoint trustees with corporate
powers. That act provides also for the management of charities when
the founders have not given directions; and another act, Swan, 193,
1856, provides how colleges may be incorporated by their own act,
and how trustees of an endowment may also become a corporation by
their own act. These acts have been cited to show that Ohio, in her
legislation, has made municipal corporations trustees for charity
devises and bequests, and that the management of them is a duty.
They also prove that the privilege to take them is one given and
imposed by law.
After a close examination of all the legislation of Ohio
relating to corporations and its system of education, we have not
been able to detect any sentence or word going to show any intent
to alter the law as it stood before the adoption of the
constitution of 1851 in respect to a corporation receiving and
taking, either by testament or donation, property for a charity, or
to prevent them from having trustees for the execution of it
according to the intention of the donor. To take such privileges
from them can only be done by statute expressly, and
Page 65 U. S. 505
not by any implication by statutes, or from any number of
sections in statutes analogous to the subject, containing
directions for the management of corporations. The law is that
where the corporation has a legal capacity to take real or personal
estate, then it may take and hold it upon trust in the same manner
and to the same extent as private persons may do. It is true that
if the trust be repugnant or inconsistent with the proper purposes
for which it was created, that may furnish a good reason why it may
not be compelled to execute it. In such a case, the trust itself
being good, will be executed under the authority of a court of
equity. Neither is there any positive objection, in point of law,
to a corporation taking property upon trust not strictly within the
scope of the direct purposes of its institutions, but collateral to
them, as for the benefit of a stranger or another corporation. But
if the purposes of the trust be germane to the objects of the
corporation, if they relate to matters which will promote and
perfect these objects, if they tend to the suppression of vice and
immorality, to the advancement of the public health and order, and
to the promotion of trade, industry, and happiness, where is the
law to be found which prohibits the corporation from taking the
devise upon such trust in a state where the statutes of mortmain do
not exist, the corporation itself having an estate as well by
devise as otherwise? We know of no authority which inculcates such
a doctrine, or prohibits the execution of such trusts, even though
the act of incorporation may have for its main objects mere civil
and municipal government and powers.
43 U. S. 2 How.
190. This Court announced the same principle again in the case of
McDonough v.
Murdoch, 15 How. 367, with other and new
illustrations, and with direct reference to the capacity of a
corporation to take such trusts, if within its general objects, or
such as were collateral or incidental to its main purpose. There is
nothing in the Ohio statute of wills to prevent corporations from
taking by devise. Much was also said in the argument denying the
legality of the trusts in consequence of the uncertainty of the
beneficiaries and because the relatives of the testator were to
have the preference. As to the first, white boys and girls make
as
Page 65 U. S. 506
distinctive a status of a class who are to be the first
beneficiaries of the trust, and the words in the 36th section,
that
"if any surplus shall remain &c., it shall be applied to the
support of poor white male and female orphans, neither of whose
parents are living, and who are without any means of support,"
make as certain a description as could have been expressed.
It seems to us now that the objection relative to the condition
of the beneficiaries is at variance with the established primary
rule in respect to a charity, not only with reference to the
statute of 43 Elizabeth, c. 4, but to a charity under the common
law. The answer is that a charity is a gift to a general public
use, which extends to the rich, as well as to the poor.
Jones
v. Williams, Amb., c. 651. Generally, devises and bequests
having for their object establishments of learning are considered
as given to charitable uses, under the statute of Elizabeth,
Attorney General v. Earl of Lansdale; but that does not
make a devise good to a college for purposes not of a collegiate
character, intended chiefly to gratify the vanity of the testator.
And we cannot be mistaken that a devise to a corporation in trust
for any person is good, and will be effectuated in equity. 1
Bro.Ch.Cas. 81. And
a fortiori, a devise to a charitable
corporation, in trust for any other charitable use, would be good.
All property held for public purposes is held as a charitable use
in the legal sense of the term "charity." Law Library, vol. 80,
116, Grant on Corporations.
We will not pursue the subject further, for without having
discussed either of the six objections made in the bill of the
complainants or the points made by counsel in support of the
demurrer to the bill, numerically, both have been under our
examination, for all were appropriately in the argument of the
cause, and in this opinion we meant to decide all of them, and have
done so.
We cannot announce them more expressively than they were urged
in argument:
1. The doctrines founded upon the statute of 43 Elizabeth, c. 4,
in relation to charitable trusts to corporations,
Page 65 U. S. 507
either municipal or private, have been adopted by the courts of
equity in Ohio, but not by express legislation; nor was that
necessary to give courts of equity in Ohio that jurisdiction.
2. The English statutes of mortmain were never in force in the
English colonies, and if they were ever considered to be so in the
State of Ohio, it must have been from that resolution by the
governor and judges in her territorial condition, and if so, they
were repealed by the act of 1806.
3. The City of Cincinnati, as a corporation, is capable of
taking in trust devises and bequests for charitable uses, and can
take and administer the devises and bequests in the will of C.
McMicken.
4. Those devises and bequests are charities, in a legal sense,
and are valid in equity, and may be enforced in equity by its
jurisdiction in such matters without the intervention of
legislation by the State of Ohio.
5. McMicken's direction, in section 32 of his will, that the
real estate devised should not be alienated, makes no perpetuity in
the sense forbidden by the law, but only a perpetuity allowed by
law and equity in the cases of charitable trusts.
6. There is no uncertainty in the devises and bequests as to the
beneficiaries of his intention, and his preference of particular
persons, as to who should be pupils in the colleges which he meant
to found, was a lawful exercise of his rightful power to make the
devises and bequests.
7. The disposition which he makes of any surplus after the
complete organization of the colleges is a good charitable use for
poor white male and female orphans.
8. Legislation of Ohio upon the subject of corporations, by the
act of April 9, 1852, does not stand in the way of carrying into
effect the devises and bequests of the will.
This cause was argued on both sides with such learning and
ability, that we feel it to be only right to the profession to
acknowledge the assistance given to us in forming our conclusions,
and our only regret is that it should necessarily have extended
this opinion to a greater length than we wished it to be.
Page 65 U. S. 508
We shall direct the affirmance of the decree dismissing the bill
by the court below.