Ackerman v. Fichter

Decision Date15 April 1913
Docket Number22,147
Citation101 N.E. 493,179 Ind. 392
PartiesAckerman v. Fichter, Executor, et al
CourtIndiana Supreme Court

From Decatur Circuit Court; John C. Robinson, Special Judge.

Action by Francis W. Ackerman, by his next friend, Frank Hamilton against Lawrence Fichter, executor of the last will of Elizabeth Ackerman, deceased, and others. From a judgment for defendants, the plaintiff appeals.

Affirmed.

J. K Ewing, Frank Hamilton, Wm. H. Ogborn and Oscar R. Ewing, for appellant.

Tremain & Turner, Osborn & Harding and Bennett & Davidson, for appellees.

OPINION

Myers, C. J.

Appellant the adopted son of Elizabeth Ackerman, deceased, instituted this action by next friend against the rector, Lawrence Fichter, executor, and the Parish Councilors of Saint Mary's Catholic Church of the City of Greensburgh, Indiana, trustees under the will of Elizabeth Ackerman, by a complaint in two paragraphs. The first paragraph alleged the undue execution of the will and asked that it be declared null and void. It was held sufficient on demurrer, as to which ruling no question is presented here. The second paragraph, which was an amended one, sets out appellant's relation to the decedent, the admission of the will to probate, the will itself, the objections thereto, and asks that it be construed and be declared null and void and of no effect. Joint and several demurrers were sustained to this paragraph, and the rulings thereon are assigned as error on appeal.

The will provides in Item 1, for the payment of all just debts, and that only so much of the testatrix's real estate after exhausting the personal estate, as is necessary shall be sold by the executor without order of court, to pay debts. "Item 2. I give, devise and bequeath to the trustees hereinafter designated, all other property of every kind and description owned by me at my death, after paying my debts as directed in Item 1, in trust, for the benefit, maintenance, and support of the Parochial School of Saint Mary's Roman Catholic Church at said city of Greensburgh, and I direct that two-thirds of the rents, profits and income of said bequest shall be applied to the payment of tuition in said school; that one-third be used for masses every year, for the repose of all poor souls, and the principal of said bequest shall always be kept separate and apart for the purposes herein expressed. Item 3. I hereby appoint and designate Reverend Lawrence Fichter, Rector, and (four persons, naming them,) Parish Councilors of said Saint Mary's Catholic Church of said city of Greensburgh, and their successors in office in said church as such Rector and Parish Councilors, respectively, trustees, to receive, hold and manage in trust the property devised and bequeathed in Item 2, above, for the benefit, support and maintenance of said school. Said trustees shall receive, hold and control said property in trust for the purpose specified above, and may sell said property, and if any part thereof shall be real estate, they shall have full power to sell the same without notice, at public or private sale, as they deem best, and may sell and convey the same without any appraisement, or bond or authority or order of any court or report or approval of said sale, and said trustees shall invest all money, or proceeds of property devised herein, in bonds of the U.S. of any State therein, of any county, city or town in the State of Indiana, or in first mortgage on real estate in the State of Indiana, and said trustees shall manage said funds for the best interest thereof, that it may yield the best income consistent with a safe investment thereof. When any one of the persons named above as trustee shall die, or cease to hold the official position in said Saint Mary's Church now held by such person as aforesaid, then such person shall cease to be a trustee herein, or act as trustee herein, and he shall be succeeded as trustee hereinunder, by the person who shall be chosen or elected by the proper church authority to fill the official place in Saint Mary's Church vacated as aforesaid, and the person so chosen, or elected, shall have the same powers and duties as trustee herein, as each of the persons named above as trustee. It being my intention and desire, that the same persons shall be and act as trustees hereunder, as shall manage the business affairs of said Saint Mary's Church. If at any time there shall be a failure of trustees under this will, and it shall be the duty of any court to appoint such trustees, then I request and direct that the court having jurisdiction of this trust, shall appoint as such trustees, the Rector and Parish Councilors of said Saint Mary's Catholic Church of Greensburgh. The trustees hereunder shall not be required to give any bond for the performance of their duties as such trustees nor shall they be requested to report to any court, but they shall transact no business, except by three-fourth vote of all trustees aforesaid, and shall annually make report of said trust, and any funds or property thereof in their hands as such trustees, to the congregation of said Saint Mary's Church (Roman Catholic), provided, that at any time upon the petition of ten persons, who are members of said Saint Mary's Roman Catholic Church and heads of families therein, said trustees may be required to report to the court having jurisdiction thereof, fully and specifically under oath, the condition of said trust, and if said report be found correct and approved by the court, such petitioners shall be liable for all costs. Trustees appointed or acting hereunder shall not receive any compensation for their services as such trustees. Item 4. If any time the Roman Catholic Church shall cease to maintain a parish school at said church, at said city of Greensburgh, then in that case said funds shall be held in trust for, and managed as hereinbefore directed by the trustees above designated, but said bequest shall be held in trust for, and the interest or income thereof shall be applied by said trustees to the general support and maintenance of said Saint Mary's Roman Catholic Church. Item 5. When Saint Mary's Roman Catholic Church of Greensburgh, shall cease to exist as a congregation or organization of the Roman Catholic Church of Greensburgh, Indiana, I direct that the property given, devised and bequeathed as aforesaid, and all the income, rents and profits thereof then held by said trustees under this will, shall be paid, transferred and delivered to the Bishop of the Diocese Indianapolis, of the Roman Catholic Church, of if the city of Greensburgh be not a part of that Diocese, to the Bishop of the Diocese of the Roman Catholic Church of which the city of Greensburgh shall be a part, for the support of the Roman Catholic Church."

The questions raised by the complaint are, "That said will is illegal, against public policy, and in violation of the statutes of the State of Indiana, both civil and criminal, in this to wit: That the terms of said will violate the revised statutes of the State of Indiana, §§ 4031-4040 Burns 1908, §§ 2988-2997 R. S. 1881, inclusive; that the same is in direct violation of § 3173 Burns 1908, Acts 1895 p. 247, affixing a penalty for such violation. That said will if enforced would, and will abrogate and abolish the jurisdiction of the circuit court over decedent's estates; that said will is against public policy, for the reason that the Catholic Church and the school therein named have no corporate existence, neither can they contract nor be contracted with, sue or be sued, and neither could be held accountable to any court for violation of any laws of the State of Indiana; and there is no beneficiary living, who is named in said will, having a legal capacity to enforce the execution of the trust. That said parochial school named in said will is not a free school, and does not share in public school funds but said school is supported by tuition fees paid by its patrons, and is maintained in opposition to the policy of the public school system of the State of Indiana, and the pupils of such parochial schools are not permitted to attend the public schools of Indiana."

An attempt is made to interject the question of due process of law, but it has no place here, as the rights of testatrix to dispose of her property to the exclusion even of her son, can not be denied. The real question is, whether the will is void as being in violation of law, and against public policy, and as being indefinite and uncertain, both as to beneficiaries, and as to trustees, and whether there is a beneficiary capable of enforcing the trust.

It is contended that since the trustees are not representatives of an incorporated body, they are unable to take. It is not necessary that they be so; if they are in being, and ascertainable, the trust will not fail because of lack of corporate existence. In this case they are individuals definitely fixed by name, and also as the rector and parish councilors, and they are capable of holding as trustees, and are vested with title, and succession provided for, and can be held to account for their acts as trustees by the constituted authorities, with respect to property matters. Ramsey v. Hicks (1910), 174 Ind. 428, 91 N.E. 344, 92 N.E. 164, 30 L. R. A. (N. S.) 665; Hatfield v. Delong (1901), 156 Ind. 207, 209, 59 N.E. 483, 51 L. R. A. 751, 83 Am. St. 194; Smith v. Pedigo (1896), 145 Ind. 361, 33 N.E. 777, 44 N.E. 363, 19 L. R. A. 433, 32 L. R. A. 838; Gaff v. Greer (1882), 88 Ind. 122, 45 Am. Rep. 449. They have the title of the res, the corpus, and its control, therefore have powers coupled with an interest. Cooley v. Kelley (1913), 52 Ind.App. 687, 96 N.E. 638, 98 N.E. 653; Hadley v. Hadley (1897), 147 Ind. 423, 46 N.E. 823; Rowe v. Beckett (1868), 30 Ind....

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