Prettyman v. Baker

Decision Date16 June 1900
PartiesPRETTYMAN et al. v. BAKER et al. TRINITY METHODIST CHURCH SOUTH, OF BALTIMORE CITY, v. SAME. BAKER et al. v. SAME.
CourtMaryland Court of Appeals

Appeals from circuit court No. 2 of Baltimore city; Henry Stockbridge, Judge.

"To be officially reported."

Bills for the construction of a will by George B. Baker and others executors of the last will and testament of Melissa Baker deceased, against E. B. Prettyman and others, trustees, etc and others, the Trinity Methodist Church South, and Ashby Lee Baker and others. From a decree construing the will adversely to defendants, they appeal. Affirmed.

Argued before FOWLER, PAGE, PEARCE, BOYD, JONES, and SCHMUCKER, JJ.

Cowen Cross & Bond, John Phelps, and Richard M. Venable, for appellant Methodist Church. Charles McH. Howard, Wm. A. Fisher, and Edward I. Koontz, for appellants Baker and others. George Whitelock and George R. Gaither, Jr., for appellees.

JONES J.

This appeal is from a decree of the circuit court No. 2 of Baltimore city, construing the will of Melissa Baker, late of said city. The record shows that the testatrix died in March, 1899, leaving a considerable estate, and a will with two codicils, in which she made a number of bequests and devises, many of which are free from doubt, and have created no difficulty in giving effect thereto in the course of administration of the estate. Some of them, however, have given rise to doubts as to their proper construction and legal effect, and this case was instituted by the executors of the will for the purpose of having these construed, and to have their trust administered under the direction of the court.

The provisions of the will and codicils which were adjudicated below, and about which question is made in this court, read as follows:

In the original will: "Item 18. I give and bequeath to the Women's College, located at the city of Lynchburg, in the state of Virginia, the sum of eight hundred dollars, for the education of one or more worthy girls. Item 19. I give and bequeath to George B. Baker the sum of three thousand dollars, in trust and confidence that he will distribute and pay over said sum among and to persons and charitable institutions, the names of which, and the portions to be paid to each beneficiary, will appear in a memorandum which will be hereafter prepared by me or at my request. And any part of said sum not disposed of shall be distributed by said trustee among worthy persons and charitable institutions, in accordance with views which I have expressed to said George B. Baker."

In the first codicil: "Whereas, by the nineteenth item I have devised and bequeathed in trust to George B. Baker, to be distributed to persons or charities, to be named in memorandum to be hereafter given, if not given, or any surplus to be distributed by him, at his discretion, to worthy persons or charities, in accordance with my views as expressed to him, the sum of three thousand dollars, I do hereby increase the said amount three thousand dollars, making the amount under this item six thousand dollars."

In the second codicil: "Item 9. I give, devise, and bequeath to the trustees of the Randolph Macon College, a corporation organized under the laws of the state of Virginia, four thousand two hundred dollars, to be applied to aid deserving and promising young women, especially such as expect to enter upon mission work, to attend the Randolph Macon Woman's College at Lynchburg as students; such aid to be either by loans or free scholarships, as said trustees may deem best. The receipt of the treasurer of the said board of trustees shall be a complete discharge of my executors for the same. Item 10. I give and bequeath to the trustees of the corporation of Trinity Methodist Episcopal Church South, corner of Madison avenue and Preston street, Baltimore, three thousand five hundred dollars, to be invested in safe securities, and the annual income applied as follows: As to two thousand dollars thereof, to the support of the pastor of said church; as to six hundred dollars thereof, to be paid to the Trinity Auxiliary of the Women's Foreign Missionary Society of the Methodist Episcopal Church South, to be included in the receipts of the said society, and remitted to the treasurer of the Baltimore Conference Society of the Women's Foreign Missionary Society of the Methodist Episcopal Church South, for the general fund, including five dollars of the same for the conference contingent fund; as to five hundred dollars thereof, to be paid towards the support of the superannuated preachers, their widows and orphans, of the Baltimore Conference of the Methodist Episcopal Church South; and as to the remainder, four hundred dollars, to be given to the infant class of the Sunday school of said church, to be contributed by said class for the support of a little girl in one of the schools under the care of the Women's Foreign Missionary Society of the Methodist Episcopal Church South." "Item 13. I give, devise, and bequeath to E. B. Prettyman, Wm. W. Smith, and George B. Baker the homestead property, known as 'Friendsbury' (with the request that the name of 'Friendsbury Home' be applied to the same), on which I now reside, consisting of one entire block, with the buildings thereon, bounded by Baker, Monroe, and Presbury streets and Friendsbury Place, according to the map hereto attached, and made a part of this instrument, in trust, as follows: If, at the time of the probate of my will, the Women's Parsonage and Home Mission Society of the Methodist Episcopal Church South shall have become a body corporate, capable in law to receive devises, bequests, and gifts, and if within two years thereafter said society, so incorporated, shall have raised or provided a sum of not less that ten thousand dollars as an endowment fund for city mission work, and shall agree to conduct such work in the city of Baltimore, and to apply the proceeds of said fund to that work in said city, and shall further agree to accept the said homestead property hereby devised, and use the same as center of operations in the work of said society in the city of Baltimore, then said trustees shall convey said homestead property to said Women's Parsonage and Home Mission Society of the Methodist Episcopal Church South, to hold to the use thereof so long as said society shall continue to use said property for said purposes, with full authority to erect buildings thereon for mission meetings, lodgings, orphanage, or any purpose connected with mission work, but without power to sell or alienate said land or any part thereof. And if said Women's Parsonage and Home Mission Society of the Methodist Episcopal Church South shall not, within said two years, comply with the conditions above set forth, then my said trustees, the survivors or survivor of them, shall have full power under this codicil to appoint such duly-incorporated society doing mission work in the city of Baltimore as they may deem best to receive said devise, and shall convey said property to them on the terms and conditions above set forth; but said trustees shall have one full year after the lapse of said two years from the probate of my will in which to make said selection and permit the performance of said conditions. Item 14. I give and bequeath to E. B. Prettyman, William W. Smith, and George B. Baker, trustees named in the foregoing item, ten thousand dollars, in trust to pay over the same to the Women's Parsonage and Home Missionary Society of the Methodist Episcopal Church South, if they shall become incorporated and comply with the requirements of said item, but, if they shall not, then to be applied by said trustees as provided in the last clause of said item. Item 15. Should any residuum of my estate remain after gratifying the foregoing legacies, I give, devise, and bequeath all such residuum to my nephew George B. Baker, in trust, to be applied by him under the provisions of the nineteenth item of my said will."

There can be but little difficulty in disposing of the questions of construction here arising as respects some of the clauses which have been recited. By the provisions contained in the nineteenth item of the original will and in the first codicil, together with the residuary disposition in the fifteenth item of the second codicil, the testatrix manifestly intended to create a trust, and not to give the beneficial interest in the property, therein intended to be bequeathed, to George B. Baker, the person named in these clauses. The beneficiaries of the trust are to be ascertained and pointed out by a memorandum to be left by the testatrix, or at the discretion of the trustee, where or in so far as the memorandum fails to dispose of the funds intended to be bequeathed. This brings these provisions directly within the effect of the decision of this court in regard to a similar testamentary disposition in the case of Saylor v. Plaine, 31 Md. 158. In that case the trust was sought to be supported by the actual production of a memorandum left by the testator, indicating the purposes to which the subject of the bequest was to be applied. Here the proof shows there was no memorandum in existence to direct the application of the property intended to be dedicated to the trust, nor are any beneficiaries thereof defined or ascertained in any way, other than in the way of verbal suggestions to her trustee to guide his discretion; making the attempted disposition, as contained in the items of the will and codicil here being considered, more plainly ineffectual than was the case in the decision of this court just referred to. These provisions we regard as too obviously void to require further allusion to them.

On the other hand, the provision in the tenth...

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