^ 1^^ dnrttfU ICam ^rlinnl ICtbrary liat0l}aU lEquttg Qlollcrtton (Stft of IE. 3(. iiacHljaU. ffi.ffi. 1. 1334 CORNELL UNIVERSITY LIBRARY 1924 084 259 930 Cornell University Library The original of this book is in the Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924084259930 HISTORY AND EFFECTS THE LAWS OF MOETMAIN. AN ESSAY ON THE HISTORY AND EFFECTS OF THE LAWS OF MORTMAIN, AND THE LAWS AGAINST Eestametttara liispostttons for ^ious purposes; COMPRISING AN ACCOUNT OP THE DEBATES IN PARLIAMENT, AND OP THE INQUIRIES OP SELECT COMMITTEES OF THE HOUSE OF COMMONS, AND THE MOST INTERESTING CASES WHICH HAVE OCCURRED IN COURTS OF LAW. AN APPENDIX, CONTAINING THE REPORTS OF THE SELECT COMMITTEES, AND SBigcsts of % !Eijtl(ence, rtc. etc. W. F. FINLASON, ESQ., OF THE MIDDLE TEMPLE, BARKISTER-AT-LAW ; AUTHOR OF "essay. ON THE HISTORY AND PRINCIPLES OP PLEADING"; "THE CATHOLIC hierarchy"; " charitable trusts". LONDON : C. DOLMAN, 61, NEW BOND STREET. AND 22, PATERNOSTER ROW. M.BCCC.LIII. (&^3^^> LONDON ; T. RICHARDS, 37 GREAT QUEEN STKEKT. THE RIGHT HONOURABLE THE EARL OF ARUNDEL AND SURREY. Mt Lord, — The proceedings of tlie Mortmain Committee of the House of Commons in 1851 (of which your Lordship was a member) induced me to investigate that branch of legis- lation ; and I was engaged, with others, in the preparation of a report and resolutions submitted to that Committee, and a portion of which are embodied in their report. These circumstances led me to undertake the work which I now have the honour of presenting to your Lordship. And in availing myself of the permission, so kindly and readily granted,- to place your Lordship's name in the first page of this Essay, I cannot deny myself the pleasure of expressing my thanks for a favour, and a high distinction, which must accredit my book, not only to the Catholic world (who are deeply interested in a subject affecting the property of their Church and its charities), but to the public at large, who are sensible of the active interest which your Lordship has always taken in whatever was calculated to advance the true interests of the country, and the cause of charity and benevolence. I have the honour to remain. My Lord, "With sentiments of sincere respect and regard. Your Lordship's most obliged and humble servant, W. F. FiNLASON. Temple, April 1853. CONTENTS. ESSAY : — IHE ANCIENT LAWS OP MOBTMAIN LEGISLATION AT THE ERA OF THE REEOBMATION LEGISLATION AMEK THE KETOLUTION MODERN LAW AGAINST DISPOSITIONS FOB PIOUS PtTBPORES RESULTS OF THE LAW DEBATES IN PARLIAMENT COMMITTEE OP 1844 . REMARKABLE CASES COMMITTEE OP 1850 . GENERAL OBSERVATIONS . 1-32 32-53 53-77 8P0RES 77-84 84-104 104-120 110-118 98-136 136-164 164-166 APPENDIX : PABT I. EVIDENCE AND BEPORT OP COMMITTEE 1844 . 170-204 PART II. EVIDENCE AND BEPORT OP COMMITTEE 1850 . 205-245 PABT III. RECENT CASES ..... 245-266 PREFACE Within less than ten years there have been two com- mittees on the laws of mortpaain, as they are loosely called, or rather, (since the old laws of mortmain properly so called, are now nearly obsolete), the laws affecting alienation of land for pious purposes. That the subject is of deep interest this fact alone would indicate; and it is so equally to Catholics and to Protestants. The modern law of mortmain, as it is popularly but improperly called, is a law against dispositions testament- ary, or to take effect at death, for charitable purposes, and was passed, and is maintained, principally by reason of those prejudices which are to be attributed to the anti-Catholic traditions respecting the supposed " ra- pacity" of the Catholic clergy, and their tendency to enrich the Church by bequests procured from dying persons. But these prejudices, originally evoked against Catholic -charity, have long since been directed against charity in general; and thus, by a curious retribution, the traditions which can be traced to a hatred of Ca- tholicism have resulted in a law which now weighs most heavUy on Protestantism. So false are these traditions, and so unfounded these prejudices, that the system of death-bed charity, supposed to have arisen in the " rapacity" of the Popish clergy, was unknown in this country until after the Reformation. Before that era, charity took the form chiefly of grants by the living; and almost all our old Catholic foundations were made by gift, not by last will. Indeed, until PREFACE. the spoliations of the Reformation had commenced, de- vises of land for any purpose were not strictly alloAved by law ; and in the age when the greater portion of the religious houses were founded, were either not allowed or not practised. It was not until«,fter the Reformation that death-bed charity was encouraged by acts of parlia- ment passed expressly for the purpose of facilitating de- mises of land by last will to pious uses ; and, for the first century or so of Protestantism, charity took chiefly, if not exclusively, that form. At the Revolution, when Ca- tholics were not allowed to hold land at all, a feeling arose against this species of charity, unquestionably often spurious, and the result of the reaction was the Act of George II, commonly called the modern law of mort- main, but having really no relation to mortmain, and more properly called an act restraining dispositions of land, by way of devise or to take effect at death, for charitable purposes. The old mortmain law afiected only the perpetuity of the persons or bodies politic holding the land ; and not at all the purpose for which it was held, whether charitable or not ; whereas the modern law points peculiarly to the purpose, applying only to land alienated for charitable purposes, whether to per- sons or bodies corporate or not. In short, it is a law exclusively against charity, and was the first law of that character ever passed in this country. ' Hence the history of the subject presents two great facts ; that death-bed charity is Protestant in its cha- racter, and that a law against charity is Protestant in its origin. That is to say, on the one hand history shows that the result of Protestantism was, that charity took chiefly, if not exclusively, the form of death-bed dispo- sitions, and that" it then legislated to prohibit the only form of charity which it had left in the land. Thus, the question has great moral and religious as well as social and legal bearings. Another striking fact, running counter to popular pre- judices and popular impressions upon the question, is, that in Catholic times in this country charitable and re- ligious bequests were placed on the same footing as all PREFACE. m other bequests, and that in Catholic England of old, as in Catholic Europe at this day, a man was not permitted to leave his land, for any purpose, religious or not, Avith- out making reasonable and proper provision for his near relatives; whereas, in Protestant England, the law is just the reverse ; it places charitable and religious be- quests in a worse position than any other, while, at the same time it makes no provision for wife and family ; allowing a man to leave all his land to a prostitute, but not permitting him to leave an acre to a hospital. Another fact equally opposed to prevalent Protestant prejudices, substantiated by the history of this subject, is that undue influence upon testators to the prejudice of the reasonable claims of relatives (i. e. of near and needy relations), is unknown in a Catholic community; for that wherever, as in this country, law makes no provi- sion for their protection, moral theology prescribes it as a religious duty binding under pain of grievous sin : so that in no case has any Catholic been convicted of a neglect of this duty, whereas it has prevailed extensively since the Reformation — especially since the Revolution, in this country among Protestants : and by reason of its so prevaiHng, the modern law against testamentary dis- positions for pious purposes was passed. And still more r despite the vulgar prejudices of which many not vulgar partake, as to the disposition of priests to use their in- fluence for the purpose of procuring property from testa- tors, it appears, on the contrary, that in no case has any priest used his influence for such a purpose ; and where- ever priestly influence is used, it is in favour of charity ; although, by reason of the law against bequests for Ca- thohc sacred purposes, legacies are often, legally and apparently, personal, and for the priest's- own benefit, when morally they are for such spiritual purposes ; and to which they are faithfully and honourably applied.* And, on the other hand, all the cases in which undue influence has been proved to have been exercised are Protestant cases ; and instances in which the influence * See evidence of Mr. Gibson and Mr. Field, 1844. b2 IV PREFACE. has been used not for charity but for self; while, on the contrary, all the cases in which undue influence has been alleged against Catholic priests, are cases in which the object has been not self, but charity. Of course a subject so fertile in facts so interesting and instructive, has ne common claims upon the atten- tion of all who love truth and justice ; and it is sub- mitted that it eminently illustrates the fallacies of popular impressions and prevalent prejudices.* The learned Protestant lawyer, the late Mr. Burge, said in his evidence on this subject : — " It has been re- presented, I think erroneously, that the statutes of Mort- main were passed for the purpose of protecting the people of England against the rapacity of the clergy, and against their ignorance and superstition. I have not met with any statements in old books, which would lead me to suppose that this was the popular opinion. I should say rather that most probably writers and historians were misled. I refer particularly to those who have spoken of ' the gross ignorance ' of the clergy. For instance, we find in Kobertson, from whence Mr. Hallam borrowed his statement as a representation of the state of the clergy at that time and of their gross ignorance, that at a visitation the question put to them was whether they could read. Now the question was not whether they could read, but read well; (the word ^ bene' is sup- pressed), and the reading referred to was not simple read- ing but chanting." Here is a specimen of the manner in which and the means by which Protestant prejudices have been created and cherished on this subject by slanders, as Junius said, " invented by knaves and made current by fools"; started by dishonest writers and copied with servile fidelity by writers superficial and shallow. J * " He founded a monastery, for he was most pious", says a chro- nicle. So then, will Robertsons and their followers say, this was the grand proof of their piety ! Attend a little, you hasty judge, " for he was most pious, a lover of the poor, and of all that appertained to God." {Mores Catholici, b. i, c. 6.) ■(■ Evidence of Mr. Burge, Report of 1844. j See the Essay, further on, where a most malignant misrepresenta- tion is traced down from the time of Hardwicke to the last edition of Blackstone. PREFACE. One main motive of the present writer is, to expose the misrepresentations thus incorporated in public opinion by successive legal authorities from Lord Hardwicke (the author of the modern law) to the present day. And the writer might venture, as expressing his own purpose and intention, to cite the language, so eloquent and so just of Sir F. Palgrave : — " I wish my evidence to be taken as the means of leading others to consider the question impartially, and especially to examine the pro- priety of submitting any longer to the thraldom of the traditionary opinions of the last century. We are now wholly governed by the traditions of Blackstone, and Delolme, and Robertson, and other writers of that de- scription (or Adam Smith), whose opinions are taken entirely as law, without the slightest investigation as to their relevancy or truth. All these writers have con- tributed to fetter public opinion upon the subject of mortmain, and to prevent that freedom of thinking which results from the investigation of facts. The main cause of the popular prejudice is the habit of taking tra- ditionary opinions upon trust. People will rarely take the trouble of examining the grounds of the opinions they have formed. If they would do so, they would find that this feeling would disappear, except among those who are adverse to every species of perpetual endowment or to every permanent donation in favour of objects of religion or charity. As to those who consider that all charitable foundations are detrimental, their opinions will continue as they are. But all persons, of whatever religious class or political opinion, who are favourable to the principle of permanent endowments for religious or charitable purposes, will see, if they simply examine the case upon its true grounds, that they uphold the proscription of such endowments, without that impartial investigation which they would give to any other question of policy." With respect to the modern law itself, the late Mr. Jarman, then the most eminent of living conveyancers, many years ago published his opinion, " that the law produces much litigation and many attempts at evasion, as is always the case where the feelings of mankind are not in unison with the statute-book." yi PREFACE. Against this law, therefore, the writer fighta under the shadow of the great modern Protestant names of Jarman, Palgrave, and Burge ; and he may add, under the great ancient Protestant names of Bacon and Coke ; for, as Sir'F. Palgrave justly says, "the feelings and language of Lord Coke form a singular contrast with the opinions of Lord Hardwicke, a great judge, hut one whose narroiQ nay higoted views have caused much mis- chief to charitable uses"; and all the evidence shews that at the age of the Revolution there was a grievous change in the policy of the law as respects charity, com- pared with that which prevailed at the Reformation; and that CoAvper and Hardwicke reversed the policy of Bacon and Coke.* The " narrow nay bigoted views" of Lord Hardwicke, however, unhappily prevail at this day in the profession, in the public, and in parliament ; Lord Hardwicke was a great hater of Popery, and put in force most eagerly the persecuting laws preventing Catholics from holding lands. In his time, the most eager haters of Catho- licity were the enemies of charity, and so in our own days ; those who maintain the modern law, declaim against the rapacity of the priests and denounce the arts of the clergy. This is the language of Paine ; and the * What the modern law actually is, may be judged from one of the first cases occurring under it. "In 1719 Eoger Troutbeck left England a poor mariner, and never returned, dying ui 1785. He made his will, not being aware that the statute of George II had passed, and his will contained this recital : — ' As I have no relation or kindred alive (to my knowledge or belief), having outlived them all, and whereas it is natural for all men to have regard for their native place, where the seeds of their education were planted, I therefore bequeath, etc' (giving the whole of his property on certain trusts, the general object being to complete and increase the charity school in Wapping, where he had been educated as an orphan.) Although, however, he had no heirs or next of kin that he knew of, and though none appeared when the advertisements were put in the papers, by the order of the Court of Chancery the property was con- fiscated under the act of George II, and went to the Crown. The proceeds were spent on the Royal Pavilion at Brighton, and the poor of "Wapping were deprived of the intended bounty of the testator. See evidence of Mr. Anstey, First Report, Committee 1851, p. 502. PREFACE. VU law was passed in an age of scepticism ; in an age when Bishop Butler declares^it was deemed a mark of imbe- cility to avow belief in Eevelation ; and when contem- porary history shows universal corruption, debauchery, and depravity. It was in such an age, that the coarsest prejudices against Catholicity prevailed, and were made the means of passing the first law against charity. The present publication is directed, not merely so much against the law itself, as against the feelings and prejudices in which it originated : and, as it was a law against charity, passed from prejudices against Catho- licity, so this little work pleads at once in favour of charity, and seeks to dissipate some popular prejudices against the religion which, by common consent, is em- phatically the religion of charity — the religion which founded our cathedrals, our churches, our colleges, and the old religious houses, with all their magnificent hospitality, and their munificent works of mercy. Nor is it only against prejudices prevailing in the public mind that these pages are directed ; it is also designed to expose some instances in which, both in courts of law and committees of the House of Commons, these prejudices have been permitted to produce flagrant injustice. It is well that such cases should be recorded — not for purposes of reproach as to the past, but of warning for the future. There have been days — :dark days in our history, when courts of law were scenes of oppression, and committees of the House of Commons perpetrators of persecution. These pages are com- mended to all who do not desire to see those days re- vived; to all lovers of charity, of justice, and of truth. It is a curious fact, that to the religious houses of the Catholic Church, to which originally the ancient laws of mortmain applied, those laws now no longer apply ; because, being under anti-Catholic laws illegal, they are not recognized as corporations, i. e, bodies having perpetual succession; and the consequence is, the vir- tual confiscation of any bequests to them as such bodies.* * See case of Carherry v. Cox, Appendix. Till PEEFACE. On the other hand, the law of George II applies to bequests to any persons, corperate or incorporate, in trust for any religious or charitable purposes, Catholic or Protestant. Another result is, that while the Protestants deplore the awful need that exists for spiritual instruction and charitable ministrations, and the enormously increasing mass of misery and depravity, all efforts to meet the exigency are repressed by law, and the exertions of the Catholic Church, which alone, by her religious orders, could effectually grapple with it, are especially ex- posed to legal proscription, and her property liable to legal confiscation. Surely it is time that a policy so suicidal should be reversed, and such is the scope, the object, and the aim of the present work— a plea for piety and charity. Temple, 1852. HISTORY OF THE LAWS OF MOETMAIN. The Church had virtually acquired, property long before the time of Constantino, for the emperor ordained that all things which had been unjustly taken from the Church, whether houses or lands, should be restored to her ; and, at the same time, made it lawful for all persons to leave property to her hf will.* Pro- perty given to the Church was, in reality, given for the erection and reparation of churches, the necessary maintenance of the clergy, and the relief of the poor. At the very origin and rise of Christianity, it was a ''counsel of perfection" that those who had property should share it with those who had none :t and so soon as peace succeeded persecution, J Christians formed commu- * Thomasdnus de vet. et nov. Bis. Eccl. pars iii, lib. i, cited by Digby. t In the Acts of the Apostles we read that those who had lands, etc., shared the proceeds with their fellow-Christians. % A religious order is a society of Christians living together under certain rules, for the purpose of practising the Gospel precepts. Whatever may be the form of their institutions, they have for their object more than the mere observance of the precepts : the idea of perfection is always included. Having heard from the lips of their Divine Master the words "If you would be perfect, sell all you have and give to the poor", they have embraced the precept with courage. In the cradle of Christianity we find the faithful, under the direction of the apostles, united, and had all their pro- perty in common. According to Cassian, this kind of life was never wholly interrupted : there were always some fervent Christians who continued it ; thus attaching, by a continued chain, the existence of the monks to the primitive associations of apostolic times. And from the time that peace was given to the Church, ahe was never without religious communites. — Balmez, Protestantism compared with Catholicism, c, 31. 10 niSTORY OF THE LAWS OF MORTMAIN. nities for this purpose, who were called emphatically "religious," because appearing to be so in perfection. In favour of such religious communities the pagan laws, prohibiting the bequests ofproperty to communities or corporate bodies, were formally abrogated by ConstantinCi and important privileges were con- ferred upon them by Charlemagne.* And, as the pagans had spent their surplus wealth iu erecting baths, colosseums, pyra- mids, and arches; Christianity raised monasteries, hospitals, colleges, and cathedrals. The.se religious foundations were the first institutions of charity ; and what was given to the Church, especially to these orders, was invariably given to the ■ poor.f But the material advantages they imparted to a country f were * See Dollinger's Church History, part ii, c. 10. + It was one and the same thing to give to the poor and to give to the Church ; for all the substance of the Church was the patrimony of the poor, and the money intended for the poor was therefore committed to the Church : and this will partly explain why Constantine decreed that the clergy should be exempt from paying taxes. In the primitive times, the bishop was the sole dispenser of the goods of the Church by the hands of the deacons. Thus we read in the Apostolical Constitutions, which are of great antiquity : " It is for you laymen to contribute liberally ; it is for the bishop or the admini- strator of ecclesiastical matters to dispense. Beware, however, lest you wish to call the bishop to account, for he has God to calLhim to account." But the bisl^op was bound to follow the canonical law of dispensation ; and if he swerved from it was amenable to the metropolitan. This law divided the goods of the Church into four parts; one for the poor, one for the clergy, one for the bishop, to enable him to exercise hos- pitality, and one for the repair of churches. Under Charlemagne, two parts out of every three of all the alms conferred upon the clergy and the monks should be given to the poor. The charge of Pope St. Gregory to St. Augus- tine, the apostle of England, respecting the distribution of ecclesiastical goods was, " that they should be dispensed to the poor, and for the purpose of educating youth in schools to the glory of God, and the utility of man". In 1134, a general chapter of the Cistercian order decreed that the goods of the Church were to be expended upon the poor. The Council of Trent recognized and renewed all the old canons to the same effect. And the last archbishop whom England possessed after the Reformation, Cardinal Pole legate of the Apostolic See, reminded the clergy in 1566 of the charge of Pope Gregory to St. Augustine; and declared that the ministers of holy Church ought to be ever the fathers of the poor. — Mores Catholici, b. i, c. iii. X Perhaps it will be said, that the immense properties acquired by the monasteries, were an abundant recompense for their labours, and therefore a HISTORir OF THE LAWS OF MORTMAIN. 11 not considered so great a blessing and benefit, as the piety in which works of charity arose,* and at the same time the pious nses to which the property of the Church was devoted, were not deemed so important as the motive which dictated them ; and the Church carefully taught, that no duty could be lawfully disre- garded on the specious pretext of enriching her. The author of Mores Catholici tells us, " In 813, a council of bishops under Charlemagne, grievously inveighed against those who tempted the faithful to endow the Church, and ordered such gifts to be restored to the heirs or next of kin, ' beyond what proof that they were not disinterested. No doubt, if we look at things in the light in which certain writers have represented them, the wealth of the monks wUl appear as the fruit of unbounded cupidity. But we have the whole of history to refute the calumnies of the enemies of religion. Besides the numerous religious motives which brought property into the hands of the monks, there is another very legitimate one, which has always been regarded as one of the justest titles of acquisition. The monks cultivated waste lands, dried up marshes, constructed roads, restrained rivers, and built bridges. A considerable portion of Europe had never received cultivation from the hands of man ; the forests, the lakes, the rivers, the thickets, were as rough as they had been left by the hand of nature. The monasteries which were founded here and there, were centres, of action which civilized nations established in new countries, the face of which they purposed to change. Are not those who reclaim a waste country, cultivate it, and fill it with inhabitants, worthy of preserving large possessions there ? Who knows how many cities and towns arose under the shadow of the abbeys 1 These religious foundations joined all the'riches and power of feudal lords with the mild and beneficent influence of religious authority. And it is to the exist- ence of monasteries in retired places that we owe the establishment of life in the country, which would have been impossible without the ascendancy and beneficial influence of the powerful abbeys. (Balmez, Protestantism and Catholicism, c. xli.) How accurately all this is applicable to our own coun- try and history from the earliest times, see MaoCabe's Catholic History of England. * And the prayers by which they were accompanied. St. Augustine, him- self one of the founders of religious orders, said that those who were excited to a contemplative life, were conducive to the good of the republic by those prayers. The illustrious emperor who ruled Italy, Germany, and France, said, " God can assist us more by the prayers of his saints, than by all the military forces in the world": and in our own Anglo-Saxon laws it is laid down as the great duty of monks " fervently to intercede for all Christian people." — Laws of King Eihelred. 13 HISTORY OF THE LAWS OF MORTMAIN, was just and reasonable'.* St. Gregory thus laid down the Catholic teaching in his ' Morals', He who gives his external substance to the needy but does not preserve himself free from sin, gives his property to God and himself to the devil."t "This", says Digby, "is not the language of those who thirst for the riches of the laity." In our own country, the rise of religious houses is coeval with the earliest origin of Christianity. The monastery of Glaston- bury existed in the time of the ancient Britons, ages before the invasion of the Saxons. J And after the Saxons were converted to Christianity this ancient foundation was restored, and similar ones established all over the country. The Catholic Church, of which these were the first fruits, was thus in active working in this country, ages before there was a crown or realm of England. And, as the Church was the basis of our national, § so her religious houses were the origin of our municipal system, for the foundation of a monastery was usually followed by the rise of a town around its precincts, to which privileges were accorded by monarchs out of love for the religious houses to which they formed a sort of suburb. Thus arose our borough towns. And there is scarcely an ancient city or town in the kingdom, the foundation of which cannot be traced to the es- tablishment of a religious house. || The archiepiscopal see of Canterbury exercised her authority over all the Saxon states long before Egbert exercised sovereignty over all England. And long anterior to that era, successive Anglo-Saxon sovereigns * " Hoc vero quod quisque Deo juste et rationdbiliter de rebus suis offert, firmiter ecclesia tenere debet." Cited Mores Catholici, b. i, c. iii, and in Thomassinus, De vet. Eccles. Disciplina, pars iii, lib. i, c. iv. + A widow left her house to the Church, and her son unprovided for : he complained to tMs Pope Gregory, who ordered it to be restored. — Thomas- sinus, iii, i, 4. % See William of Malmesbury's History. §> Thus the celebrated laws of Edward the Confessor commence thus: " A sancta itaque ecclesia exordium sumentes per quam rex et regnum solide subsistere haberent"- (Ang.-Sax. Laws.) And in point of fact, Theodore, as Archbishop of Canterbury under the Holy See, " governed" aU England long before Egbert ascended its throne. II See numerous instances mentioned in MacCabe's Catholic History; and see an article in the Rangier for November on the subject. HISTORY OF THE LAWS OF MORTMAIN. 13 and their subjects had founded and endowed most of the reli- gious houses which of old existed in England.* The example of the princes was imitated by the thanes,. and the freemen who were " tenants " or owners of land. The tenure of land usually- involved liability to the king or the thanes to pay certain tri- butes, and certain contributions were due for the service of the state. The degree in which these we're dispensed with or re- served, depended on the nature of the grant in each case.f * See Lingard's Angh-8axon Church, and MacCabe's Catholic History. See also Bede's History. + Thus we find Ethelred granting by charter to the church of Canterbury a portion of his demesne lands. See the charter cited at length in M'Cabe's Catholic History of England (in the Anglo-Saxon age) vol. i, p. 202. Sir F. Palgrave gives a list of charters similar to this, Rise and Progress of English Commonwealth, vol. ii. So Wulfer gives to the abbey of Medeshamp- stead, a large tract of land. {Saxon Chron. a.d. 656.) See charter cited, MacCabe's Catholic History, vol. i, p. 343. So Withred gives a charter to the Archbishop of Canterbury, declaring " that all minsters and churches given and bequeathed to the worship of God by his predecessors, should be con- firmed to the Church ; and that no layman should have any right to possess himself of any church, or of any of the things that belong to the Church. And that no Icing should have any lordship over churches or their appur- tenances". {Saxon Chron. p. 58.) See charter cited in Cath. Hist. Eng. p. 490. So time confirmed similar privileges to the monasteries of Glastonbury and Mahnsbury. {Cath. Hist. vol. i, p. 322.) So Ethelbald founded Croy- land, A.D. 716. {lb. p. 559.) So Ofia founded St. Alban's, and his son made restitution of some possessions which had been alienated therefrom. {H>. pp. 714, 715.) So Alfred founded a nunnery at Shaftesbury (well endowed) and another at Winchester, (Spelman's Life of Alfred, v, b. iii, sec. 14, p. 167.) See Dugdale's Monasticon, vol. ii, p. 472. Thus Theodore, Archbishop of Canterbury, founded the first nunnery in England at Chertsey in Surrey. So a thane founded Malmsbury monastery. {Cath. Hist. vol. i, 64.) So Earl Ordgar built a monastery at Tavistock, a.d. 906. (Rog. de Wendover, vol. i, p. 10.) So Leofric Earl of Coventry founded a monastery there, and enriched with lands the churches of Worcester, St. Mary of Stone, and St. Wereburg, and the monasteries of Evesham, Wenloe, and Lenton. (Wendover, p. 315.) No trace can be found of any royal license for these grants ; and, on the contrary, we find — without any appear- ance of such license or confirmation from the king — earls or thanes accom- panying such grants with charter of exemption from secular service ; as, for instance, in the case of the foundation of Tynemouth abbey by the Earl of Northumberland. (Wendover, p. 361.) It appears that originally, unless otherwise expressed, the grant of land to 14 HISTOnY OF THE LAWS OF MORTMAIN. There was clearly no restraint on the alienation of land to reli- gious houses, since we find from Saxon history that, in order to religious houses did not involve exemption from secular services to tlie state ; rendered, if not in person, at least by contributions, and perhaps by substi- tutes. And it is to be observed, that though the monks were precluded from military service, their tenants were not ; so that it is not easy to see how the grant of lands to religious houses could have materially tended to weaken the defences of the kingdom. Nevertheless, from the earliest times, as, for instance, in the memorable Anglo-Saxon charter granting to the Church in perpetuity a tenth part of the lands of the country — the lands are entirely exempt from secular services ; and that charter reciting, as the very reason for it, the " invasion offoemen". Ethelwolf granted a charter of immunities to all England : " Apponam, scriptum lihertatis ecclesiarum quod toti concessit Anglice." {W. Malmsb. Oest. Reg. Ang. lib. ii, sec. 113.) By this he granted every tenth portion of land to be endowed with perpetual enfranchisement, and preserved from all secidar services, and all royal covirihutions ; without being called upon to aid in military array, the construction of bridges, or the maintenance of fortresses." {Cath. Hist. Eng. vol. ii, p. 57. The very exemption from being called upon to aid in military array, proves that, withovi such exemption, the religious houses would be liable thereto. Here the reader will remark the " trinoda necessitas", defined by Sir P. Palgrave, carefully liberates the lands granted from aU such services; which seems to show the strength of Anglo-Saxon faith. It is very important to observe, that on all these occasions, even when kings were the grantors or founders, the signatures of as many persons of rank as possible were attached to the charter, as '' confirming it", i.e. as witnesses, and these have often been cited to show the necessity for licence. Thus the first charter cited of Ethelbert concludes thus : " I have confirmed this donation with the sign of the cross. I Augustine, archbishop, a con- senting witness, subscribed ; and then follow other signatures of bishops or barons. So in Wulfe's charter to Peterborough, or Medeshampsted : " I confirm my grant in the presence of kings, earls, and thanes, the witnesses of my gift"; and then follow signatures of three other kings his allies (who of course could have no interest in the land to. convey or confirm), and several bishops of other sees. So King Edmund gave to St. Edmund a farm and tract of land", which grant he with pious devotion confirmed by the subscription of the bishops, earls, and barons." (Rog. de Wendover, vol. i, p. 252, Bohn's edit.) The sources from whence the munificent donations of the Anglo-Saxon kings were derived seem to have been two-fold. As the first, we may mention the demesne lands to which the Saxon kings had succeeded. The second is more obscurely indicated; but it appears to have existed in the power, as secured by the king and the Witan, of granting a part of the common lands of a township, together with the " Bondes" or " Manentes" HISTORY OF THE LAWS OF MOIITMAIN. 15 obtain its liberation from secular services and the other proceed- ings which usually accompanied such alienationSj a practice pre- vailed oi pretended foundations of religious houses.* And these were so numerous and injurious, as to occasion repeated efforts on the part of the Church to restrain the practice ; notwith- standing which, no law appears to have been passed to prevent alienations of land to religious houses. The only restriction imposed by the Saxon law on the alienation of land, was one which, by way of exception, proves that perfect freedom was the general rule. This was a law of Alfred's agaijist alienation of lands intended by the original donors to descend in the family — in modern language, lands " entailed".t It is clear from our early history, that the religious houses exercised a most beneficial influence upon the^ nation, and ful- filled indeed the most important offices of civilization and Chris- who had settled upon the appropriated tenements, and that in such case the grant was a transfer of superiority ; by which means each portion so secured became a new township. (Sir F, Palgrave's Rise-and Progress of the English Commonwealth, vol. i, p. 166.) But the liberality of the Anglo-Saxon monarchs did not lead them to destroy the services due to the state. They maintained their royal pre-eminence, and provided for the religious instruc- tion of the people without impairing the resources of the community." The decrees of Ethelbald which recite and explain the Kentish charter, reserve in the most express terms the three important duties, in which aU the people were bound to share, when enjoined by the king's edict, command, or sum- mons ; — the payment of the imposts rec[uired for the repair of the bridges and highways, the contribution for keeping up the walls and fortifications of the. strongholds, and the military services rec[uired for the resistance of the enemy and the defence of the kingdom." (Palgrave's Rise and Progress of English Convmonwecdth, vol. i, 166. See also Kemble's Codex Diplomaticus, introduction, vol. i, pp. li-liv.) Few grants were ever made to the Church, without the reservation of the trinoda neoessitas: sometimes, instead of leav- ing the military contingent in uncertainty, the number of vassals the abbot was to send to the war was specified. * Lingard's Anglo-Saxon Church, vol. i, p. 121 ; MacCabe's Catholic His- tory, citing a decree of Council of Cloveshoe. t " The man who has boc land, and which his kindred left him, must not give it from his kindred, if there be writing or witness that it was forbidden by those men who at first -acquired it, and by those who gave it to him, that he should do so." This appears to imply that lands might be left by will ; and also that lands which a party himself acquired, by purchase or absolute gift, he could grant or devise away without any restriction. 16 HISTORY OV THE LAWS OF MORTMAIN. tianization.* Nor need anything be said as to the generous hospitality which all contemporary historians ascribe to religious houses,t and which repeated acts of Parliament recite and set forth. That the alienation of land to religious houses had been a benefit, and was not a detriment to the nation, is apparent from this, that the Conqueror passed no laws against it, not even when, towards the end of his reign, he rapidly established and enforced the feudal system. There was no reason to do so, as he exacted from them to the full equivalent, and even for mili- tary services, an example followed by all succeeding sovereigns of the Norman line, who as regularly raised revenues from the lands of the religious houses as from any others ; J and even * The Saxon Chronicle says ; " In those days there was little righteous- ness in the land among any men but the monks." {Saxon Chronicle, 10th Cent.) From the time of King Ethelbert to the Reformation, nine cathe- drals were served by monks : York, Winchester, Sherborne, Rochester, Nor- wich, Lindisfarne, Durham, Ely, and Coventry. And attached to each cathedral and every monastery were schools, not for the children of the rich, but of the poor, who were thus certain of receiving a good education, if only they were near a religious house. (See Mr. Whiston's pamphlet on Cathedral Trusts.) In the tenth, eleventh, and twelfth centuries, it was almost exclu- sively the monasteries which supplied men worthy of the episcopacy. And it is unnecessary to refer to the invaluable services of the monks, not only in preserving literature, but in multiplying copies of the scriptural and liturgical writings. (See MacGabe's Catholic History, and Merryweather's Bibliomania, a Protestant publication.) t William of Malmesbury records that, in the monastery of Reading, founded by Henry I, it being a great thoroughfare, more money was ex- pended in hospitably entertaining poor guests, than in supporting the whole community of monks. And in another monastery there used to be more than a huudrecftables laid out in one day. So in the monastery of Durham there was a house of hospitality called the Guest Hall, in which entertain-' ment was given to all sorts, noble and gentle, and of what degree soever, that came thither as strangers. At Glastonbury, the Gothic hostel belong- ing to the abbey, called the Abbot's Inn, stiU exists. It was for the accom- modation of persons who could not be lodged in the abbey. J We read in an ancient historian that "King William despoiled the monasteries, and placed under military rule all the bishoprics and abbacies which held baronies, and which up to that time had been free from secular authorities ; enrolling at his own pleasure each of the bishoprics and abba- cies, as to how many soldiers each should furnish to him and his successors HISTORY OF THE LAWS OP MORTMAIN. 17 in the Saxon times, the public services were usually required on church lands. Thus there was, so far as the public service or the national defence was concerned, no ground to object to alien- ation of land to religious houses after, any more than before, the feudal system : and it appears plainly, the public interests suffered, necessarily, no detriment from the holding of land by religious houses ; or none that could not easily be remedied. In point of fact, no law at all existed, restraining the alienation of land (other than that of Alfred as to entailed lands) up to the time of Henry III. For we find it laid down in the laws of Henry I in terms to the same effect as we have stated it in Saxon times, that all land could be alienated, except such as had been acquired upon condition that it should not.* The feudal system f being now established, however, under in time of war, (Roger de Wendover, vol. i, a.d. 1070,) and ordering a census to be taken of aU cities, castles, villages, and houses, and of how many soldiers there might be in each county : which was written and recorded at Westminster, in the book called ' Domesday'." {Ibid. a.d. 1086.) Another writer says : " He sent laymen over all England, into every shire, and caused them to write down how much land belonged to the archbishops, bishops, abbotts, and earls {Saxon Chron. a.d. 1085) ; and billetted his soldiers upon his subjects throughout the nation, and they provided for them every man according to the land that he possessed." {Ibid.) * Emptores vel acquisitiones suas det cui magis velit : tamen antequam ei parentes dederunt non mittat extra cognationem suam. (Laws Henry I, C.7.) t The understanding of the feudal system is essential to a correct compre- hending of the nature of our ancient laws relating to real property. Even Lord Coke's authority on all constitutional questions, is diminished by his neglect of this subject; and Spelman says : " I do marvel many times that my Lord Coke hath not turned to this field of learning, whence so many roots of our law have of old been taken." (Spelm. Orig. of Terms, c. 8.) The system con- sisted in the allotment of the lands of a conquered country among the chief barons, to be by them dealt out in smaller allotments among knights or others. The allotments were called feuds {feoda), fiefs, or fees, which words signify a reward; and the condition annexed to the allotments w&b, faith- ful service at home and abroad: on breach of which condition, and non- performance of the service, the fee or feud was ipso facto forfeited. And thus every receiver of land, or feudatory, was bound to be ready when called upon by his immediate lord to render him such service. There are traces of the. system in Saxon times, but it does not seem to have existed with much vigour or eflFect. And even the Conqueror did not introduce it at once ; but C 18 HISTORY OF THE LAWS OF MORTMAIN. which the lands were held upon condition of petsonal military- service; and which required their descent according to the principle of primogeniture, the very rule which, as had been re- cognized in Saxon times, involved a restriction on alienation of the land without the consent of the feudal lord, at least unless the new tenant would be equally able to render such services. And in the reign of Henry II, Grranville thus lays the law down : " Every freeman possessed of land may give a certain part of it with his daughter or any other woman in marriagehood, whether he has any heir or not, or whether his heir, if he have one, consent to such a disposition or not. Every one may also give a certain part of his freehold estate to any person he chooses, in remuneration of his services, or to a religious establishment, in free dims : and if seisin follow the donation, the land shall perpetually/ remain to the person to whom it is given, and his heirs, if the terms of the gift go to that extent. But if such a donation should ndt be followed up by seisin, nothing can, after the death of the donor, be claimed with effect in virtue of it, contrary to the wUl of the heir j because such a disposition is usually interpreted by the law of the realm rather as a naked promise, than as a real promise or donation. Though it is thus, generally speaking, lawful for a man in his lifetime freely to dispose of the reasonable part of his land, in such a manner as he may feel inclined, yet the same permission is not - allowed to any one on his death-bed, because the distribution would pro- towards the close of his reign, as the 8axon Chronicle states, an invasion was apprehended from Denmark, and the consequence was a great council at Salisbury, at which the feodal system was rigidly established ; and it was ordained that all the barons and knights should hold themselves always ready to serve in arms, whenever necessary, according to the duty they owed in respect of their several fees. The fees were granted for ever (whence the phrase in fee), and the male heirs alone succeeded, of the blood of the first holder. So essential was it to secure the feudal services, that, though originally all the sons succeeded, yet, as this was found to weaken the strength of the feudal tenure, by dividing the services, they were ultimately held to descend according to the rule of primogeniture. Of course it was a natural incident of the system, for the same reason, that 'the feudatory could not aliene or dispose of his feud, whether by grant or by devise, without the consent of his lord; for the very reason of conferring the feud, and the essential condition on which it was held, was the personal ability of the "tenaiU in fee" to serve in war; and it was not fit that he should transfer it to others who might be less able. There were several species of tenure under the system, of which the first and most universal was that of " knight ser- vice", created by general gift or grant of land, without any express condi- tion. So that, under the feudal system, gifts of land ordinarily involved feudal service, unless to ecclesiastics : as to which, see post. HISTORY OF THE LAWS OF KOETMAIN. 19 bably then be imprudent. Hence it is to be presumed that, if a man labour- ing under a mental disease should then for the first time set about makiiig a disposition of his land, — a thing never thought of by him in the hour of health, — the act is rather the result of the mind's insanity than its delibera- tion. 'But yet a gift of this description, if made to any one by the last will, shall be valid, if with the consent of the heir, and confirmed by his acqui- escence in it." It will be remarked, that the restriction upon death-bed dis- positions applies to all such dispositions, whether to religious houses, or to relatives, or others; and it obviously, indeed, was intended to apply especially to the latter, by reason of the feudal rule respecting alienation of the land (without the lord's con- sent) either from the tenant or from his heir ; to whom, accord- ing to the law of primogeniture, it was required to descend, so that the lord might have those services, on condition of render- ing which the land was held. It is to-be observed also, that the law as thus laid down applied only to feudal lands, to which alone the reason was applicable, and which comprised only a portion of the lands of the country ; for instance, not including the lands held by " gavelkind", that is, the old Saxon te- nure, under which lands were divided among all the children, and were devisable under the restriction before referred to; nor, again, did the feudal law apply to the lands or tenements in borough towns, held on " burgage" tenure («'. e. payment of rent- service), and, as one of the privileges conferred on boroughs by reason of their monastic origins,* devisable by will, even when the general law was altered so as to preclude such disposition. Again it is to be observed, that the law, as laid down by Glan- ville, refers repeatedly to a "certain" or "reasonable" portion of the lands as alienable for different, and this meant, such as was reasonable either, on the one hand, with reference to the requisitions of the feudal system, or to the proper provision for relations on the other. If the lands were held on feudal tenure, they could not be alienated at any time, or to any parties, or for any purposes so as to deprive the tenant or his heir of the power of rendering the feudal services ; and whether so held or not, the law of Catholic England, in conformity with the law of the Church, recognized it as the first duty of a parent to provide for * See Swinburne on Wills. 20 HISTORY OF THE LAWS OF MORTMAIN. his children ; and only re-enacted or confirmed the law of the Church by establishing this principle both with respect to real property and personal, by requiring a 'reasonable part' to de- scend to the heir, the widow, or the next of kin. Hence, the law as already cited with respect to land ; and hence a similar law as respected personalty, which prevailed more or less until after the Reformation.* And, as the law with respect to real property, as it existed either before or after the Conquest, so far from having been dictated by any jealousy of the Church or her religious orders, displayed a disposition quite the reverse; so as respected personalty, the same disposition was strikingly ex- hibited in the law which provided, that if a party died intestate his personal property should be administered by the bishop, be- cause (says an old legal author, one of our most valued), " the law assumed, that spiritual persons had a better conscience than laymen, and had better knowledge of what was for the good of the deceased's soul'^-f and, though modern writers, ever anxious for a sneer or a sarcasm on the Church, have represented, that it was considered best for the deceased's soul, fo dispose of all his property to pious uses ; the law had been laid down in the Saxon times recognizing and re-enacting the law of the Church, that it should be divided among the widow, children, and next of kin iX which was construed by Magna Charta to mean a rea- sonable portion, and whether there was a will or not.§ And it was afterwards laid down, in strict conformity with the law of the Church, which makes payment of debts an obligation pre- cedent to every other duty, that the bishop should pay the debts first, paying the reasonable parts of the relations out of the re- sidue, || and so remained the law, as to personalty. To return, however, to the law as to real property ; it will have been observed, that Glanville recognizes the right of the feudal tenant of land to alienate a reasonable portion of it in remuneration of services, that is to be held of himself on the * See Bracton, 1. ii, c. 26. t Perkins, sec. 486. J Sive quis fuerit intestates mortuus possessiones uxori, liberis,'' et cogna- tione proximis pro sue cuique jure distribuantur. (Laws of K. Canute c. 68 ) § Omnia catalla cedunt defuncto salvi uxori ipsius et pueros suis rationa- bilibus partibus suis. (9 Henry III, c. 18.) 11 13 Edward I. ' HISTORY OF THE LAWS OP MORTMAIN. 21 same tenure as that on wliicli he had received itj all feudal land being at once received as a reward for past, and held on condi- tion of future services. This system of sub-infeudation, or sub- division of the soil, could be no substantial detriment as to the main object of feudal tenure, but rather a benefit, since the tenant had the military services of his sub-tenant to bring to his lord, as well as his own. But it made a great difference as to the incidents of feudal tenure;* especially the fines receivable on marriages, wardships, or reliefs. For the chief lord could only assess these on the value of the land retained by his tenant, who received from his sub-tenant the fines arising in respect of the land held under the sub-infeudation. Still, as the incidents were only accessory to the principal, which were military service and feudal fealty, it was some time before any attempt was made, on the part of the chief lords, to put a stop to this ; and, when the attempt was made, it was under a false pretext. In Magna Charta, in the reign of Henry III, it was enacted, " That no freeman shall, henceforth, give or alien any more of his land, but so that of the residue the lord of the fee may have the ser- vice done unto him, which belongeth to the fee." Here, the word "service" is used in a sense ambiguous or equivocal, as embracing not only the feudal service, but its oppressive and lucrative incidents. On precisely the same policy, and perhaps with better reason, another clause was inserted in the Charter. The purpose of the former one was precisely the same as the law of primogeniture — to prevent the feudal lords from being weakened, by division of their services among too many. Under this law, it is obvious that the tenant might give or share as mucb of his land as he pleased to a religious house, provided he performed the same services. At that time, however, tenure * The incidents of this service were seven : Aids, reliefs, premier seisin, wardship, marriages, fines for alienation and escheat. Aids were contribu- tions to the lords in times of difficulty or distress. Reliefs were fines on the death of a feudal tenant. Premier seisin was a fine on the descent to the heir, if he were of full age. Wardship was the right of receiving the rents and profits of a fee, when it had descended to a heir who was under age. Marriages were fines on marriage of a feudal tenant. Fines on alienation were for the lord's consent to a transfer of the fee. And escheats were eciui- valent to forfeitures of the fees. 23 HISTORY OF THE LAWS OF MORTMAIN. under the Church was so much less burdensome, that it was a common saying, "it is better to live under the crosier than uader the lance" ; and there was, consequently, a distinct ten- deiicy and temptation to evade the feudal services, thus: by giving the fee to a religious house, and then taking it back again to hold of such religious house, the result of which of course wasj-that the tenant retained his land, while the lord lost his tenant; and the Churches acqvired not the laud, but the lord- ship. Of course this was not an alienation of land to religious houses, it was simply an evasion of the lord's.rights ; it was an arrangement of convenience and advantage, not a gift of charity and piety. The Church gained a little — the incidental profits of lordship; but the tenant gained most, and lost nothing; and, while he gave little, what he gave was not his own, but his lord's. Hence, there was a clause in the next edition of the great Charter in 1325, commonly and erroneously imagined to have been a clause against alienations of land to religious houses, but really against an evasion of the feudal rights of the lord, by a transfer of the lordship : — " It shall not be lawful, from hence- forth to any, to give his land to any religious house, to take the same land again to hold of the same house; nor shall it be lawful for a religious house so to take the land of any one, and to give the same to him, to he held hy him from whom it was received; and if any, henceforth, shall so give his land to a religious house, the gift shall be void, and the land accrue to the lord of the fee." This clearly implies, as does the previous clause already alluded to, that the tenant could (at least under the restriction of that clause) "give his land to a religious house"; and does not at all prohibit his so doing,T)ut only precludes a colourable gift for the purpose of a retransfer, and the creation of a new tenancy. The clause is not, that he shall not give his land, but, shall not so give it, as to take it again as tenant to the religious houses ; yet modern writers always not only avoid all allusion to the previous clause in pari materid, but omitting the previous portion of this latter clause, and the word of reference to it " so" give the latter part of the clause by itself, as if it read thus,* " If any * The clause is mistranslated in the most approved editions of the Statutes : HISTORY OF THE LAWS OF MORTMAIN. 23 man shall give his land to a religious house, the gift shall be void." The sense is, on the contrary, that a man may give his land to a religious house, but must give it out and out, and must not give the lordship under pretence of giving the land.^ And thus the clause in the Great Charter, commonly called the first law of mortmain, was not so, and was not a law to prevent real alienations to religious houses, but such as were only pretended; and the terms of the law prove, that men were allowed to alienate even their feudal lands to the Church, so that they retained enough to do feudal service. And so remained the law during the reign of Henry III. The religious houses which acquired the lordship of lands, would, of course, have the ordinary feudal right of entering upon them and taking possession on any of the feudal forfeitures, or "escheats" arising; and when they thus, or by ordinary alien- ation, became tenants of land, they held it in mortmain [i. e. in dead hands f), the members of these communities being deemed dead in law ; and the communities having perpetual succession like a mayor and corporation at the present day ; the effect of " Nee liceat de cetero alicui dare terrain suam domui religiosi ita quod illam resumat de eadem domo tenendam. Nee lieeat alieui domui religiosi terrain alicujus sic accipere quod tradat illam illi a quo eam reeepit tenen- dam. Si quis autem de cetero terram suam alicui domui religiosi sic de- derit domum suum cassetur, etc." The whole refers to the first part, of which the gist is, " ita quod illam resumat de eadem domo tenendam". * The chief source of the wealth of monasteries was precaries^-gi&'ats of land, the Mse of which the recipient reserved to himself or to his next heir ; or received them from the monasteries as prestaries for the payment of an annual tax. It happened also, not unfrequently, that other proprietors gave as precaries portions of their own lands to monasteries, to obtain from them others, which they desired, both to become the property of the monastery at the death of the contractor. — Bollinger's History of tlie Church, Third Period, chap. iv. sec. 6. Many, either through piety or to avoid the oppression of the barons, or because they found it more advantageous, became dependants of the bishops, by surrendering their property to the Church ; a practice which the Norman monarchs opposed, more particularly when it was adopted to escape military conscription. — Ibid. sect. 2. The property of the Church was free from all burdens except trinoda necessitas — the levies for the support of the army, the repairs of lands and bridges, and the mainienance of fort- resses. — Ibid. sect. 4. t This is Coke's explanation of the word. 24 HISTORY OF THE LAWS OF MORTMAIN. this was, a loss to the lords of all the most valuable incidents of feudal service, the fines due for marriages, and the profits which arose on wardship of heirs. Hence, in 1281, the next statute on the subject,* it was recited, " That of late it was pro- vided that religious men should not enter into the fees of any land without leave and will of the chief lord of whom such fees be holden.f And notwithstanding, such religious men have entered as well into their own fees as into the fees of other men, buying them and sometimes receiving them of the gift of others, whereby the services that are due of such fees, and which at the beginning were provided for the defence of the realm, are wrongfully withdrawn, and the chief lords do lose their escheats of the same." The latter is the real reason ; the previous one was plainly a pretence; for, whether before or after the Conquest, the law was, that the lands of religious houses contributed to' the defence of the realm. And the statute proceeds to provide, in language clearly alluding to the colorable alienations already referred to : — " That no person, religious or other, buy or sell any lands, or under colour of gift or lease, receive by reason of any title, lands or tenements, or appropriate by any means whereby the same may this wise come into mortmain." It is plain from these latter words, that this, which is really the first statute of mortmain, only applies to alienations to corporate bodies; since they alone held in mortmain. The statute, by way of remedy, provides, " That if any person do presume by craft or artifice to offend against this statute, it shall be lawful for the lord of the fee to enter into the land so aliened within a year from the time of alienation, and to hold it in fee." It is clear from this clause, that this statute only applies to land held in feudal tenure, for to such only would there be a " lord of the fee ". And it was by no means all the land in the realm which was allotted in feudal tenure. There was the land held in gavelkind, which was, under the Saxon tenure, devisable by will, and divisible among all the sons instead of the eldest j the land held on burgage tenure, i. e. on ordinary rent service. * 7 Edward I. t This is not what had been in terms "provided", but is the legal efiect and practical result of the previous statute on the subject, HISXOKY OF THE LAWS 01" MORTMAIN. 25 and by custom devisable ; and tbe land comprised in copyhold manorSj held on other services than of chivalry. ' And even within its limited scope, the statute does not absolutely pro- hibit the alienation, at least so as to make it void ; but only enalDles the lord to make it void by entering upon it; and this he would not do if he received an adequate fine for the alienation, which on ordinary feudal principles he was entitled to on any alienation, and which would satisfy the purview of the statute as declared in the preamble, namely, that religious men should not enter into the fees of any, without licence and will of the lord. Let it be clearly recollected then, that this, the first and principal law of mortmain, properly so called, i. e. relating to the holding of land by spiritual corporations, only applied to feudal lands, and did nothing more, practically, than enable the lord to assess an arbitrary fine for alienation. This construction of these statutes is upheld by the celebrated statute of quia emptores (of Edward I) which, though not com- monly referred to as having any connexion with them, is clearly in pari materia, and one clause of which actually relates to mortmain : — " Forasmncii as purchasers of lands and tenements of the fees of great men and other lords, have entered into their fees to the prejudice of the lords to whom the freeholders of such great men have sold their lands to he holden in fee of the feoffors and not of the chief lords of the fees, wherehy the same chief lords have lost their escheats, marriages, and wardships belonging to their fees, which thing seemed very hard and extreme unto those lords, and moreover manifest disinheritance": — "it is ordained, that it shall he lawful to every freeman to sell his lands at his own pleasure, and that the feoffee shall hold the same of the chief lord of the fee by such services as his feoffor held them." All legal writers consider this as designed to prevent division of the feudal services by subinfeudation, and the next clause is clearly in continuation of it. " And it is to be understood, that by the said sale such lands shall in no case come into mortmain." It plainly appears then, that the whole purview of these sta- tutes was, not the preventing of land from being alienated to religious houses, but the preservation of the feudal services and the protection of the feudal lords j and hence, the first statute of mortmain, i.e. the first applying to religious houses becoming 26 HISTOUY OF THE LAWS OF MOETMAIN. possessors of land, only provides that the lord or the king may enter, and that with their licence the alienation may take place, in accordance with the common feudal custom of a fine on alien- ation. That the scope of^;hese statutes was purely feudal will be seen from a closer consideration of the celebrated statute commonly called, from the words with which it commences, the statute "quia emptores". This act, passed in the year 1390, recites, " Forasmuch as purchasers of lands and tenements of the fees of chief lords have often entered into their fees to the prejudice of the lords, having purchased their lands, of the tenants of the chief lords, to be holden on fee of their feof- fees, and not of the chief lords of the fees": that is to say, under the system of subinfeudation already referred to, the tenants of chief lords aliening portions of their lands to subtenants, holding of themselves on a tenure similar to their own; the result being, of course, that they, the mesne tenants, received the fines on wardships, marriages, or reliefs, and„ above all, entered for escheats or forfeitures, whereby they acquired the land itself as chief lords under the lord paramount, so that the original lords lost first the lucrative incidents of lordship, and then the lordship and the land. " Whereby the said chief lords have lost their escheats, marriages, and ward- ships, which they deemed very hard unto them, and moreover, was in this case manifest disinheritance. " That is in case the mesne tenant entered for escheat or forfeiture as lord, and be- came tenant of the land itself to the lord paramount. Then it is enacted, "That from henceforth it shall be lawful for every freeman to sell at his own pleasure his lands and tenements, or part of them, so that the feoffee shall hold the same lands or tenements of the chief lord of the same fee, by such service and custom as the feoffor held before." That is to say, any free- holder might now alienate any part or all of his land, provided that the donee must hpld it not of the donor, but of the donor's lord ; who thus retained the lordship undiminished and unim- poverished. As, however, the terms of this enactment would have done away with the mortmain law, and allowed the tenant to alienate to a religious house, from which the lord could not receive the most lucrative incidents of feudal tenure ; there is a HISTORY OF THE LAWS OF MORTMAIN. 27 clause providing, " That, by the said sales the lands shall not «ome into mortmain, contrary to the statute made thereupon of late/' That is, " contrary to the statute" of the same reign, the first statute of mortmain, which is here confirmed, and con- firmed in a statute the scope and purview of which is confes- sedly purely feudal, and solely for the security of feudal services.* It is obvious, from this, that the laws of mortmain, as indeed the very word necessarily implies, only could be applicable to corporate bodies, which religious houses were. And so far from the laws of mortmain beiiig aimed at reli- gious houses, as such, that on the contrary, in this very reign, only a few years afterwards, parliament provided a process by which to secure them against its having any further effect upon alienation of land to them, than to enable the lord to procure compensation for losses he might sustain. It was ordained in the year 1299, " That men of religion who would amortize lands and tenements (^. e. held them in mortmain) should have writs out of the Chancery to enquire upon all things, and there take licence of the amortisements («' e. for licence to mortmain), if the inquests do pass {i.e. the verdict be returned) for those who purchased them, and after that it shall be certified to the Chancellor, that he take a reasonable fine therefore, and after * That the above is a correct statement of the history of the meaning of these ancient laws on the subject, wUl be seen from the following extract out of Blackstone, when treating, not of mortmain, but of feudal tenure; and therefore, not having in his miad a subject on which he always wrote untruthfully, he spoke the truth : " In process of time it was found that the feudal lords began to grant, out of the land they retained in their own possession, smaller manors, to inferior tenants, to hold of themselves as lords paramount : and the inferior lords began to grant out to others less estates, to hold as of themselves : and they were so proceeding downwards, ad infinitum, till the superior lords observed that, by this method of sub -infeudation, they lost their feudal profits of wardships, marriages, and escheats, which fell into the hands of the mesne or middle lords, who were the immediate superiors of the tenants who actually occupied the land ; and also that the mesne lords themselves were 60 impoverished thereby, that they were disabled from performing their ser- vices to their own superiors. This occasioned the clause in the statute of 9 Henry III, on Magna Charta; and afterwards the statute of Westminster 3 (18 Edward I.), or quia emptores." — Blackstone's Commentaries (Christian's edition), b. ii, c. vi, p. 9. 28 HISTORY OF THE LAWS OF MORTMAIN. make delivery («. e. of the licences).* The statute, it will be observed^ applies to no other alienations in mortmain but to religious houses ; which alone had been mentioned in the first mortmain law, only because no other corporate bodies then existed; and when others arose, the law of mortmain was ex- tended to them, and this relieving law was not applied to them. There was a regular recognized procedure in the law for the purpose of getting rid of the statute, upon satisfying the feudal objection, and this objection alone ; and that was the writ of ad - quod damnum/^ which says : — " Where a man would give lands or tenements in mortmain, as to a reli- gious house, or to a body politic in fee simple, then he ought to have the king's licence, or the licence of the chief lords of whom the lands are holden, to make such gift. And before such licences are granted, the proper course is to sue unto the king to have a licence, and to sue this writ oiit of Chan- cery directed to the escheator, to enquire what damage it would be to the king or unto other persons ; if the king should grant the licence, and upon the writ being returned and certified in Chancery, the king ought to give leave, that the petitioner may alien or give in mortmain." Here it will be observed, it is said " the king ought", as if the writ were ex dehito justitice, and in the common course of law. The form of the writ was as follows, and it will be remarked, that the "damage" spoken of as arising from mortmain, is entirely jaecMwi'ary or temporal: — " We command, that you enquire if it will be to the damage of us or others, if we grant to B. that he may giye a messuage, &c. to a certain chaplain, to celebrate divine seryice for the soul of him, and the souls of his father, mother, and ancestors, and of aU the faithful deceased, in the chapel of the Blessed Mary of Westminster, or in the parochial church of the Blessed Mary of Southwark every day, to have and to hold to the said chaplain and his successors, celebrating divine service in the church aforesaid, or in the chapel aforesaid every day, &o. And, if it be to the damage of us or others, then, to what damage, &c. ; and of whom the said lands, &c. are held, and by what services, and how much they are worth, according to the true value of the same, &c., and if the lands remaining to B. (the grantor), beside the donation aforesaid, be sufficient for the customs and services oioing to be done and all the other charges he sustains, and hath been used to maintain as in suits, aids, tallages, fines, amerciaments, contributions, and other charees." The cases decided upon the statute of Edward, tend to the * 27 Edward I. t Fitzherbert's Natural Brevium. HISTORY OF THE LAWS OF MORTMAIN. 29 same conclusion, and show that the law was not directed against religious houses, as such, nor against religious trusts. " It was found, by office in Chancery, that certain lands had been devised by a man in fee, that the devisee might pay, yearly, six marks for the support of a chaplain to celebrate (mass) annually, for ever, in the church of St. Leonard, Eastcheap ; and that the rector and four of his parishioners, for the time being, might distrain to levy the said rent whenever it should be in arrear. And the mattfer being confessed (acknowledged in Chancery), wag adjudged mortmain." — Booh of Assize (temp. Edward III), 43d year, 33. To this case Brooke, who abridged it in the reign of James I, adds a " quod meriem, for there was no corporation" ; and refprs to another case, where it. was held no " amortisement ", (43 Assize 27). But there it was only adverse interest to the exe- cutors, and there was no power of distress against the parson of the parish, which was the real reason of the decision in the case just cited, since a grant or a devise to a parson (or vicar), and his successors were always held mortmain, because they consti- tute a corporation sole.* It will be remarked, how clearly these cases show that the purview of the law of mortmain was entirely feudal, and related purely to the loss of feudal services. Accordingly this very distinction was drawn, and the very reason assigned for the decision in another case, in which it was found by office, " That one had devised tenements to H., and his heirs for ever (in trust),, to pay twelve marks a-year to find two chaplains to sing for his soul every day in the church of St. Albans in Wood-street, London ; and then he de- vised to the rector of the church, for the time being, 6s. 8d. to find for the chaplains, vestments, a chalice, and a candle and other necessaries for them to celebrate (mass), and it was found by the " office " to be in mortmain. After argument, the. Chief Justice (Knivet) said. Inasmuch as in the will it is contained that the parson of the church may distrain for the rent for ever, and the parsons are perpetual {i. e. have succession as a " corporation sole") and they can remove a chaplain and put another in his place, it is an amor- tisement." It had been mooted at the bar whether, if a chaplain forfeited, the king would have the rent by way of escheat ; and the Court held, that he could not ; for another would be appointed ; and * Year Book, 40 Edward III; 28. And see Blackstono, Compos, and all text writers. 30 HISTORY OF THE LAWS OP MORTMAIN. this, again, clearly points to the reason originally assigned by Lord Coke for the law of mortmain, viz. ; theloss of feudal ser- vices and other incidents of tenure, including especially escheats.' And it is to be observed that, at the end of the report it is added, " In the same will 6*. ^d. were devised for the support of a lamp in the church, and it was adjudged no mortmain", i. e. though land had been devised, in trust to find such a lamp ybr ever. " A clerk brought an assize against one J. for tenements in Langston ; and J. pleaded that the tenements were devisable by usage, and that the father devised the tenements to the clerk on condition that he should have them for his life, and should chaunt, &c., and that after his death, the tene- ments should remain to the commonalty of the said town, to find a perpetual chaplain, &c. The reporter adds si quaere if land may be aliened to a com- TnoTudty, i. e. cbrporation, without licence of the king, if it pleases the eschea- tor to enter, although it is aliened, as here, to make divine service ; for the lord is in the same mischief as to ward and marriage and all such other profits"* It will be remarked how clearly these cases show that the purview of the law of mortmain was entirely feudal, and related purely to the loss of feudal services. It is plain, therefore, that in the reign of Edward III, there was no legal objection to the taking of land by religious houses or other ecclesiastical bodies,t where the feudal services were secured, and no legal objection at all to the vesting of land, in trust, for religious purposes, a practice which the cases cited show prevailed to a great extent, and in some degree was made use of to evade the law of mortmain ; a law, directed solely against such alienations to corporations as entailed loss of feudal services. It was probably these cases which led to the statute 15 Richard II, enacting, " That all they that be possessed by feoffment or other manner, to tlie use of religious people or other spiritual persons (*. e. as previously defined, par- sons, vicars, &c.) of lands and tenements, &c. to amortize them ; and of which the said religious or spiritual persons take the profits, that they shall cause them to be amortized by the licence of the king and of the lords or else they shall sell and alien them to some other use on pain to be forfeited and that from thenceforth no such purchase be made, so that such religious * 29 Assize 17. t All corporations at common law. HISTORY OF THE LAWS OT MORTMAIN. 31 or spiritual persons take share of the profits ; and that the same statute ex^ tend and be observed of all lands, &c. purchased to the use of guilds or fra- ternities :* and because mayors and commons of cities or boroughs which iia,ye perpetual corrbmonalty,^ and others which have offices perpetual, be as perpetual as people of religion ; that they shall not purchase, &c.' nor others be possessed to their use," &c. From the terms of this statute, it is clear the legislature only- designed to prevent alienation of land to corporations, since, although their attention must have been called, by the cases cited, to the practice of alienations to trustees, they only pro- hibited it in cases where the parties would be trustees for cor- porations; and it is equally obvious, that it was not religious houses or ecclesiastical corporations, as such, which were aimed- atj since this act applies the law to all corporations. In short the concluding words of the statute show the scope of the aocient law of mortmain to have been, not the inalienability of the land (for these corporations could alienate their lands as easily as private individuals), but the legal incapacity of the hody holding it, for the performance of personal services, or the incurring of personal liabilities. J After all these mortmain laws were passed, it was recognized at law, that a man might devise lands to the priests of a chantry or a coIlege,§ so that there was no conveyance to a person or body * Which were corporations at common law. — Sutton's case, 9 Coke, Reports. t That is, " perpetual succession" as corporations. It is not said the land is as perpetual, but the bodies politic holding it. X First, as at this day, corporators cannot, as smcA, be taken on a capias. See Comyn's Digest, " Corporation". § If a man devise lands to the priests of a chantry (or a college) in the church of A, and at the time of death there is no chantry or college, the devise is void. — Tear Book, 9 Hen. VI, 24. If a man seised of iand devisable in fee, devise it to A. A. for life, the re- mainder to the church of St. Andrew's, Holborn, the remainder is good. — Perkins, s. 609. " In the reign of Henry IV, the king by letters patent gave Robert Ramsey license, notwithstanding the statute of mortmain, to give 20 marks rent, issuing out of a house, to a chaplain, to celebrate divine service at the altar of the Blessed Mary, in the church of St. Magnus, every day, for the welfare of the said Robert and his wife, etc.; to have and to hold to the said chaplain and his successors, chaplains of the chantry aforesaid ( Tear Book, 2 Henry VII, 13, a), for divine service at the altar aforesaid, in the church aforesaid, 33 HISTORY or THE LAWS OF MOUTMAINT. incorporate, and having perpetual successors. It is plain, there- fore, that the scope of these laws was, not the perpetuity of the purpose for which, but oit^ie person to whom, the property was alienated. If anything were wanting to prove that the scope and purview of the ancient statutes of mortmain was purely to prevent the loss of the feudal lords' services, it would be supplied in the statute which is sometimes considered the last of the series — the act of Henry "VIII, which appears to have been framed to include not only all corporations, lay or spiritual, and all those cases that could possibly come within the mischief and meaning of the previous statutes on the subject, but also all those cases which had been for centuries decided by the courts not to be within their mischief or meaning. It recites, " That by reason of feoffments, assurances, or trusts of lands and tene- ments to the use of parish churches, chapels, churchwardens, guilds, fra- ternities, companies, or brotherhoods, erected and made of devotion or by common assent, without any corporation ;* and also by reason of feoffments and other acts to the uses aforesaid, or to the uses and intents, to have obits perpetual or a continual service of a priest for ever (or for years), founden of the issues and profits of the lands or tenements, or that the feoffees or other persons take the issues and profits thereof, and dispose or pay the same to such uses, intents, or purposes, there groweth to the king and other lords and subjects of the realm the same like losses and inconveniences as doth and is in case where lands he aliened in mortmain."f These last words clearly imply that the alienations contem- plated in the act were not in mortmain, and it is obvious that etc. (Lord Coke, in commenting upon this case, calls a chantry a corpora- tion, Reports, part 10, p. 28.) And afterwards the said Ramsey, in 1407, founded the said chantry, and ordained one Meadow to be the first chaplain, to do the said divine services ; and granted to him the said rent to have, to him and his successors, chaplains of the said chantry; and ordained that he should present to the said chantry during his life, and after his decease the parson and churchwardens of St. Magnus, and their successors." It was ob- jected, that the king had given no incorporation, nor licence to erect a chantry. But the grant was held good and sufficient. * Gilda mercatoria were corporations at law : and this act evidently refers to the guilds or fraternities of the Church, which were only in popular estimation corporate bodies, and not in law. Nothing could more strongly show that the mortmain laws only applied to corporations. t 23 Henry Till, o. 10. HISTORY OF THE LAWS OF MORTMAIN. 33 they could not; as they were aUenations to persons or bodies not corporate. This act then is a legislative recognition that alienations of land, unless to corporations, are not within the ancient mortmain laios. The act, however, implies, that alienations of land to persons or bodies not corporate are within the mischief of those mort- main laws, if for the use of churches or chapels, or religious con- fraternities, or for obits perpetual, or the continual service of a priest; plainly pointing at the perpetuity of the purpose for which, not of the persons to whom; the land is conveyed. This is palpably at variance with the scope of the previous statutes, and the tenor of the cases decided thereon; which point entirely to the legal character oi'ihsi persons, not of ^e, purposes ; their mischief being, the possession of land (for whatever purpose) by persons or bodies corporate, who could not be called on to ren- der certain feudal profits on events which could never occur to them in a corporate capacity — as marriage or death. That this act untruly states, that, from conveyances to persons or bodies not corporate, "there groweth to the king and other lords the like losses and inconveniences as where lands be aliened in mortmain," is apparent from this fact — that such persons are in all respects considered by the law as absolute owners of the land for their own benefit and in their own right, the law taking no cognizance of trusts; so that they of old would have had to pay 'escuage' or fines on marriage or on descent, as any other legal possessors of land. That the "losses and inconveniences" to be provided for by this act, were not at all "like" those met by the ancient mortmain laws, may be gathered from the significant fact that, in the very next year passed the act against appeals to the Holy See, which commenced a series of acts ending in entire separation therefrom, and a subversion of the Catholic Church in this country. Then, for the first time, legislation was directed against religious houses or Catholic houses as such ; of which legislation, this, the last mortmain act, or rather, pre- tended mortmain act, was the real commencement. This act was only passed on the eve of the " Reformation," which commenced with the suppression of religious houses ; and during the whole period after the foundation of the Anglo- Saxon monarchy till that era, no law had passed to prevent or 34 niSTORY OF THE LAWS OF MORTMAIN. restrain gifts of land for purposes of religion or charity^ and the only restrictions imposed were for purely feudal reasons, related only to corporate bodies, and only practically amounted to tte imposition of a fine for tte alienation. Under this state of the law, religious houses, hospitals, almshouses, and other institu- tions, were by this time founded with ample endowments all over this kingdom. And let it be observed, that in the vast majority of instances, the alienations of land for these purposes, were by gift and not by will. Ever since' the feudal system was established, indeed,* the po^er of devising land did not exist, and, although afterwards, the system of uses indirectly restored the power in equity, it does not appear to have been much used for the purpose of gifts to religious houses. And be it observed, that whatever the state of the law on the subject, it had never been aimed at religious bequests, and applied equally to all. Thus when, in the time of Edward III, the introduction of " uses" - virtually allowed devises of land, no .statute was introduced to put a stop to this system (quite an evasion, if not an infraction of the law), with regard to bequests for religious purposes. When the statute of uses,t put an end to this evasion of the law against devises, the power of devising land was for a short time lost; however, hence arose so many inconveniences, that .in a few years the act of willsj was made, whereby a man might de- vise aU his land in some cases ; and by the statute of feudal tenure,§ this was extended to all cases. There was then prac- tically no restriction on the alienation of land for charitable or religious purposes, from the foundation of the monarchy to the Reformation, except upon the power of devise ; and in the vast majority of cases, the religious houses were founded or en- dowed by living gift and not by dying will and testament. For these six or eight hundred years in the annals of this country, the history of charity is the history of the Church. Her rfeligious orders amply accomplished all the worts of mercy — spiritual or corporeal j and thus in the reign of Edward I we find it recited by act of parliameut : — " That religious houses were founded by kings,] | prelates, and lords, to * See ante. t 27 Henry VIII. X 32 Henry VIII. § 24 Charles II. 11 35 Edward I. HISTORY Op the laws OF MORTMAIN. 35 the intent that clerks and laymen might be admitted into such houses ac- cording to their ability, and that sick and feeble men might be maintained, and hospitality, almsgiving, and other charitable deeds might be done ;" and that " a very large portion of lands and tenements had been given to those religious houses." And in the reign of Henry Y, another statute recites :■ — " That many hospitals were founded within the nation by the kings of the realm and lords spiritual and temporal, to the honour of God and his glorious Mother,^ in aid and merit of the souls of the founders, to which hospitals the said founders have given a great part of their lands."* Let it be recollected^ that the lands with which (as in the cases thus cited) a charity was endowed, were inaUenable because held in trust, and the Court of Chancery will not allow alien- ation of land so held. But the lands granted to religious houses were not in trust ; there was no legal declaration of trust ; there was an absolute unconditional donation, and in the very de- finition of the tenure by which they held, the great commenta- tor, Littleton, says, it was created by an absolute unconditional donation; and that, when a man granted land to a religious house without any words of condition or qualification, the law laid down, that the land was held by tenure, in free almes, of which he speaks thus : — " These words exclude the lord to have any earthly or temporal service, and if they who hold these lands in free almes, will not, or fail to do such divine service, the lord may not distrain -q/esses to be founded on a purely political or economical reason — the risk of undue influence, disherison of heirs, or accumulation of land. Then, why does it not, in accordance with the ancient laws of mort- main, cease to operate when these political or economical mis- chiefs either do not arise or are remedied; as, for instance, where there are no heirs or near relations, or when they are provided for, or when the'land is turned into money ? None of these cases, however, are provided for ; but, like the popery acts prohibiting papists from possessing lands, it operates, by abso- lutely prohibiting the disposition of land to charitable uses at death, even where there are no relations, or they are duly pro- vided for; and it does not, in such cases, direct that the land shall be sold, and the money only applied to the charity; and Jurist, 25) ; or generally upon trust, to be divided among such societies, or apply for such purposes, " having regard to the glory of God in the spiritual welfare of his creatures", as the trustees think fit. (TowmenA v. Cares, 2 Hare's Reports, 257 ; 8 Jurist, 104, Vice-Chancellor Wigram.) So a legacy of ^1,500, to be applied by legatee to the use of Roman Catholic priests in and near London, at his discretion, was held valid. {Attorney-Oeneral v. Glad- stone, 13 Simon's Reports, 7.) * See 9 George II, c. 36, a.d. 1736. HISTORY OF THE LAWS Or MORTMAIN. 83 surely this conclusively shews that the real policy of the act is the discouragement of religion and charity.* The act operates equally in all cases of dispositions for cha- ritable uses, whether there be neglect of near relations or not. So that, though a man either have no near relations, or make ample provision for them, he cannot lesive any real property for charitable uses at his death ; and cannot do it even in his life, unless he part with the property at once, and be prepared to. pass through twelve months of suspense and uncertainty as to the disposition taking effect after all (which it will not do if he do not happen to survive that period); added to which, -he has to undergo all the annoyance of enrolment. It is not necessary to argue, that the act could not have been vindicated upon any such ground as that suggested in the pre- amble; because, in point of fact, it does not proceed upon that ground; and plain it is, that it cannot have been at all intended to do so; for it applies equally, whether the person be languish- ing or dying or in full health, and whether he have heirs or near relations or not; and whether or not there is persuasion or in- fluence of any kind, due or undue, direct or indirect; and it applies equally in all these cases to dispositions for charitable uses, and to none other. Such was the spirit and scope in which this measurq,was passed — a measure exclusively directed against dispositions for charit- able purposes; and thejirst act ever passed for that object. It is plain, the act originated in a feeling against charity — at least, against charity as exhibited in that age. The existence of this * The first thing to observe in the act is, that the motiye of the preamble departs from the title. The title proposes only to remedy dispositions of lands, whereby the same became inalienable ; and the motive expressed in the preamble is the prevention of improvident alienations to uses called charitable (implying that they are not charitable), and the consequent dis- herison of lawful heirs. If it were necessary to prevent the disherison of heirs, and the law proscribed only a particular object, it does not prevent disherison, because all other objects are open to the testator. This act, if carried out according to the intention of its makers, and the spirit of the decisions upon it, would prevent any permanent endowment for any iisef id religious or charitable purpose whatever; i.e. except upon a transitory foun- dation, that is to say, funded property : and thus you link every religious or charitable object with the national debt. — Sir F. Palgrave's Evidence, 1844. g2 Si HISTOKY OF THE LAWS OT MORTMAIN. feeling is shewn by the eagerness with which the judges con- strued the act strictly against charities; contrary to the course taken by the judges in reference to the act of Elizabeth, which they had extended to the utmost, and construed largely and liberally in favour of -charity.* Clearly it can be seen, from the cases decided before the act, that no argument could be made Out for any measure to meet peculiar dangers arising as to dispositions by " persons languish- itig and dying" for charitable uses. For the judicature and the legislature had equally attested — the latter, by the silence of seven or eight centuries; the former, by the course and current of their decision — that no danger existed as to such dispositions which did not attach equally to others; and that, on the con- trary, experience proved that persons were not at all neces- sarily less masters of their own will, or open to undue influence, because "languishing and dying"; and that undue influence, when it was exercised, would be more likely to be exerted for selfish ends, than for charitable purposes. And the same con- clusions can be drawn from the cases decided after the act. This, on the one hand, shews that it is not dispositions for charitable piyposes, which are likely to be gained by improper influences; and on the other, that such cases are peculiarly within theiiscope and grasp of ordinary law and equity. The cases decided upon the act clearly shew that it operates against charity, not to protect the testators or provide for relatives. How has it worked ? There, at all events, can be no mistake, for it can be plainly proved, by facts, that it has operated (whe- ther intended to do so or not) to the discouragement of religion and charity. Endowments for almshouses, schools, or other * The change in the tone of the judges can be detected occasionally for half a century before the, act of Hardwicke passed. Thus Lord Chancellor Cowper observed, in 1747, that he thought the judges had construed the act of Elizabeth too favourably for charity. (^Attorney-General v. Baines, Pro- ceedings in Chancery, 270.) And in 1714, Lord Harcourt overruled a deci- sion of Lord Bacon's, allowing a will void at law to take effect as an appcfint- ment for charitable uses. {Jenner v. Harper, Proceedings in Chancery, 389.) In 1721, the same chancellor wanted to recover a decision of the Charitable Commissioners in favour of a charity ; but the bishops mustered in thte House of Lords, and (on appeal) affirmed their decree. (See article in the Rarnbler.) HISTORY Of THE LAWS OF MOKTMAIN. 85 pious purposes were utterly prevented except on the part of very wealthy people, who had land enough and to spare;* and these were precisely the class least disposed to charity, and most exposed to the corrupting influences of that depraved age. And thus the noble and magnificent endowments, in ancient times so frequent, were heard of no more, or only heard of as abortive and frustrated by this act. One of the very first cases, probably the very first, tbat came under the operation of the act, was one which well illustrates its essential hostility to charity, for it was a case in which none of the evils against which the act pretends to be aimed could arise (at all events had the land been sold), and in which, nevertheless, a disastrous public injury was pro- duced by a disgraceful confiscation. It was the celebrated case of Roger Troutbeck, an old sailor who left England in 1719 (before the act passed), acquired a large fortune in the East Indies, and returned in 1785. He made a will which ran thus :^- " As I have no relation nor kindred alive, to the best of my knowledge or belief, having outlived them all, and whereas it is natural for all men to have a regard for their native place, and where the seeds of their education were first planted ; I therefore bequeath," etc. He then left all his property to extend the charity school of Wapping where he was educated when an orphan boy. The property, however, was all confiscated to the Crown hy the order of the Court of Chancery under the act of George II, and was speiit upon the Royal Pavilion at Brighton! Thus the poor at Wapping were deprived of an invaluable religious endowment, which would have had, during the last half century, an immense moral influence upon the population of that part of London, and the money was expended upon a royal folly recently pulled * In 1763, a devise of freehold and leasehold property to be sold, and out of the money to buy land and build an almshouse, held void, both as to the buying the land, and building the almshouse. And even a direction that if the devise could not take eflFect for the charitable purpose proposed, the money should be laid out in charitable uses as near to the testator's inten- tions as could be, held void. {Attorney -General v. Tyndall, 1 Bro. 144; Ambler, 614.) In 1743, held that a devise of lands to be sold, and the residue of the proceeds, after paying debts and legacies, to be applied to a charity, void. {Attorney-General v. Lord Weymouth, Ambler, 20.) In 1776, devise of money to clergyman and churchwardens to build a school, held void. {Attorney-General v. Hyde, Ambler, 751.) 86 HISTORY OF THE LAWS OF MORTMAIN. down as really too ridiculous and cumbrous. Nor is this all. The sequel of this most instructive case is still more striking. After the money had all been spent by the crown in this foolish way, a distant next of kin appeared, and an enormous litigation ensued with the crown for its recovery; relations so distant, that even all the advertisements issued by the Court of Chancery failed to bring them forward, and there is little doubt that the crown will have to refund all the money after all. The fact that there were relations, so remote, of course, can make no difference as to the character of the act, but, on the contrary, tends to shew more conclusively its impolicy ; for surely no one can contend that a man is bound to provide for relations he has no knowledge of. And the discovery of these distant relations, and the passing of the property to them instead of to the crown, while it equally defeated the charitable disposition, could not be said to have really promoted the professed policy of the act — the protection of heirs from disherison. Many similar cases could be cited, of which some specimens only may be adduced. Thus, the Manchester Infirmary, the glory of the town and one of the best hospitals out of the metropolis, was founded in 1753 by Sir Oswald Moseley, whose grants reserved rents. The deeds were not enrolled, and the error was not discovered until 1808, when an act of parliament had to be obtained to enable the hospital to hold the lands, and a new conveyance of the lands was made by the then Sir Oswald Moseley, the first heing void hy the statute of George II, by reason of the reserva- tion of rent to the grantor and those who claimed under him.* Of course, such a mischievous measure as this no persons would feel any scruple in evading. And it is curious enough, that the very persons who first evaded it were the dissenters, the very persons whom the author of the act. Lord Hardwicke, had espe- cially in his mind, and against whom he aimed it.f It must here be stated, that the " statute of frauds ", passed in the reign of CharlesII,J required that testamentary dispo- * Evidence of Mr. Sheapard, Eeport of Mortmain Committee of 1844. t See Hardwicke's lAfe, by Harris, in the Appendix to which are his notes of an argument in favour of the measure, with these words: "Under act of Elizabeth, property passes to all religious classes — dissenters." t 29 Charles II. HISTORY or THE LAWS OF MORTMAIN. 87 sitions or declarations of trust should be in writing signed by the testator. It was held by Lord Hardwicke, in 1744, that there must be a will duly executed, to create a charitable use; and that a trust for a charity could not be declared without a writing duly signed under the statutes of frauds, devises for charitable uses being within both the clauses of that statute as to wills, and as to declarations of trusts ; and notwithstanding there were circumstances which shewed the inclination of the testator to be, that some part of his estate should go to cha- ritable usesj he did not think the evidence arising therefrom certain enough to decree this a trust for charity, as the ad- mitting of such evidence would be breaking in upon the sta- tute of frauds, which had not been repealed by the act of George II.* The effect of this was, that if a declaration of trust was not in writing it was not binding, and a legal trust was not created ; but then, unless it were testamentary or attached to the will, it need not be published or proved, so that a declaration of trust could still be written and signed by the testator, and if not attached to the will, might be kept secret, and would yet create a legal trust. In the evidence taken last year before the mortmain com- mittee, Mr. Bates, a conveyancer, says : — " I have had occasion to consider the laws of mortmain with respect to secret trusts for charities, to evade the statute of George II, and know the mode practised, particularly among the Methodist connexion. It was this : that the testator should leave his property to trustees, upon trust, to sell and to pay the proceeds to certain pastors whom he should name ; and then he leaves the necessary secret instructions with other parties, which are not to be delivered until after the property is sold ; and then they expect that these parties, knowing that the testator's intention wa^ that they should not take the property themselves, would apply it according to those secret directions." This was a system of trusts which the law (if the property had legally been disposed in their favour) would recognize and en- force. At the very same period in which the act of George II was thus beginning to operate against dispositions to charitable uses, the cases decided in courts proved how little necessitjr there * Adlington v. Cam, 3 Atkins, 141, 88 HISTORY OF THE LAWS OF MORTMAIN. could have been for such a measure; by shewing, on the one hand, that they were quite competent to deal with cases of undue influence by the ordinary rules of law ; and, on the other hand, that such influence was exerted not in favour of charity, but of self-interest. Thus in 1 757 occurred a case*before Lord Hardwicke, in which a gentleman gave an estate to his footman, who had acquired over him unbounded influence. The gift was set aside, and when thp case came before the Lords Commissioners of the Great Seal by way of appeal. Lord Chief Justice Wilmot, in a very elaborate judgment, thus laid down the rule o^law : " The court, where the gift is great, and no reason is given, or the reason given is falsified, and the giver is a weak person liable to be imposed upon, will look upon such gift with a very jealous eye, and strictly examine the conduct of the person in whose favour it is made ; and if it sees that any arts or stratagems, or any undue means have been used, or that the donor is in such a situation with respect to the donee as may naturally give an undue influence over him ; if there be the least intention of fraud, the court will interpose." In 1714 occurred a casef illustrating not only the law as to undue influence, but that perversion of religion which had been the cause of the decline of the charity, and the consequent legis- lation against it. The case was one in which — " The plaintiff, a lady, filed a bill -against the defendant, a methodist preacher, and other trustees, that a deed of gift executed by her to them, might be delivered up to be cancelled. The bill stated that the defendant procured one Wolfe to send her a letter, in which he expressed himself thus : ' Though unknown to you in the flesh, from the report I have of you, I make bold to address you as s, fellow member of that consecrated body wherein the f Illness of the Gofliead dwells, I have some thoughts of visiting you, to preach the kingdom of God.' She was prevailed upon by Woolfe to invite defendant to her house, where she entertained him for a considerable time, giving him money to defray the expenses of his journey. He afterwards paid her a second visit, when he prevailed upon her to accompany him to town, and become one of his congregation. In the course of two years he obtained from her about £150 by various pretences, and at last persuaded her to execute the deed in question, granting to him an absolute annuity of .£50, secured upon her real estates. The Lord Chancellor (Henley, Earl of Northington) said : ' This cause is the first of the kind that has ever come * Bridgeman v. Green, Wilmot's Cases, 14 Vesey. t Norton v. BeiUy, 2 Eden's Reports. HISTORY OP THE LAWS OF MORTMAIN. 89 before any court of judicature in this kingdom. In regard to Protestant dissenters, God forbid that they should not be tolerated; but wide is the difference between them and fanatics, whose canting has no other tendency than to plunge their deluded votaries into the abysses of bigotry, despair, and enthusiasm; men, who, in the apostle's language, creep into people's houses, deluding weak women. Shall it be said that the court cannot release against the glaring impostures of these men ? Here is a man, nobody knows who or what he "is; his own counsel have taken much pains to tell me mo- destly what he is not, and depositions have been read to show that he is not a methodist. What is that to me 1 But I can easily tell them, from the proofs and his own letters, what he is : a subtle sectary, who preys upon his deluded hearers, and robs them under the mask of religion. Undoubtedly he hoped, in due time, to secure all her fortune by kindling another flame, of which the female breast is so susceptible ; for the invariable style of his letters is, 'all to be completed by love and reason.' I consider this cause not merely as a private matter, but of public concern. Bigotry and enthu- siasm have spread their banefiil influence among us far and wide ; and the unhappy objects of the contagion daily increase. Of this, not only Bedlam, but most of the private mad-houses are melancholy and striking proofs. The deed was obtained under circumstances of the grossest fraud and impos- ture, and must be delivered up, and he must pay the costs. His counsel tried to shelter him under the denomination of an Independent preacher ; I have tried, in the decree I have made, to spoil his independence.'' " The glee and gusto with which the Lord Chancellor exercised his jurisdiction in this case (let it be remarked that he states it was the first case of the kind that had ever occurred in the courts) sufficiently shews that no act of parliament was requisite to provide against undue influence, especially of a spiritual nature. At the commencement of the present century (1807) occurred a celebrated case,* of the same description, before Lord Eldon, in which a bill was brought in equity to set aside a deed made by the plaintiff previously to her marriage, under the influence of the Rev, T. Baseley, a clergyman, and by which she conveyed an estate to his own use. Sir Samuel Romily's speech on that occasion is considered to have been very powerful. He stated the rule precisely in the wofds used by Lord Chief Justice Wil- mot in 1757, and said : " The rule against undue influence applies to all the variety of relations in which dominion may be exercised by one person over another; and this * Hugenin v. Baseleg, 14 Vesey. 90 HISTORY OK THE LAWS OF MORTMAjN. case discovers one of a very peculiar nature — influence obtained through the sacred character of a minister of religion. The rule of law guards against the danger of such influence in the cases of guardian and ward, or husband and wife ; and if, in any case, it ought to have any weight, does not the principle apply with infinitely greater force to the present case ? What is the authority of a guardian or a parent, compared with the power of religious impressions under the ascendancy of a spiritual adviser, with such an engine to work upon the passions, to excite superstitious fears or pious hopes, to inspire confidence or despair, to alarm the conscience with the horrors of eternal misery, or support the drooping spirits by unfolding the prospect of eternal happiness ? What are all other means to these 1 Are inferior considerations to have such weight, and is no regard to be given to the most powerful motive that can actuate the human mind V' In that case the Chancellor, Lord Eldon, set aside the gift, quite concurred in the doctrine thus laid down, and upheld the rule against undue influence of a spiritual character j so that it follows the act of George II could not have been required to protect testators against such influence. Meanwhile the act continued to operate against the most unexceptionable disposi- tions for charitable purposes. Of a host of cases, one or two may be cited as specimens. In 1786, a lady named Oglethorpe left a manor at Fairsted, Essex, to Granville Sharp, her wish being declared to be, that he should convey it to charitable uses. Mr. Sharp offered it to the city of London for an asylum for the encouragement of labour (especially for the benefit of women) ; but the Recorder advised the Corporation not to accept it, in consequence of the statute of George II. Mr. Sharp then offered it to the Bishop of London, for the education of poor negroes in the colonies ; but the bishop was deterred from accepting it by the same objection. Ultimately the heir-at-law recovered it.* In 1807 a Mr. Henshaw left £60,000 for the erection of an asylum for the blind, and a school. The will was drawn by pro- fessional gentlemen, directing that the monies should not be applied in purchase of lands or erection of buildings. He died, by his own hand, in 1809. Less than twelve months before, he had, by a codicil, left a piece of land to the building of the school, which, in his will, he said it was his wish should be erected. The will was contested, and was also in suspense until * Doe dem. Burdett v. Wright, 2 Bamwall and Alderson, 710. HISTORY OF THE LAWS OF MORTMAIN. 91 the public came forward to erect the buildings, which the act of George II did not allow the testator to provide for in his will. This was not done until after twenty years, during all which time the charity was lost to the public. In 1813, a lady named Birch left an estate for the relief of widows and orphans. The heir-at-law was absolutely advertised for (he was so utterly unknown to the testatrix), and obtained the estate, which did him no good when he got it, after disput- ing with a host of competing claimants, and after an immense sum had been spent in litigation.* It is of course idle to con- tend that, in such cases as these the pretended policy of the act, the protection of heirs from disherison,- or securing of near relations due provision, is really promoted ; and it is per- fectly impossible to dispute that, practically, the act operates, in a large proportion of instances, as a proscription of charity ; and it is equally impossible to calculate, so far as Protestant charity alone is concerned, the amount of moral good which has been prevented, and the amount of moral mischief which has been produced, by the operation of this act against charitable dispositions ; some idea of which, however, may be arrived at by reflecting on the unquestionable fact, that there cannot be a town in the country in which it has not prevented the founda- tion of some — in all large toyrns, several — charitable and religious institutions, schools, almshouses, or houses in which childhood could have been instructed, poverty relieved, and criminals reclaimed. The cases cited show that persons disposed to endow charities, usually prefer, and often are obliged, to devote landed property, which, for many reasons, is the hest for the purpose ; and the framers of the act were well aware the Protestant religion is not Kfilikely to inspire people with that spirit of self- sacrifice which alone can lead men to give up in their lifetime property, the loss of which will entail poverty, — the spirit of the rehgious orders, which Protestantism disavowed, and the spirit that founded and endowed the religious houses, — which Protest- antism destroyed. Practically, therefore, the act has operated, so far as Protestants were concerned, to prevent charitable endow- ments, except on the part of persons very rich and also (a union of qualities rather rare) very charitable. * Evidence of Mr. Hadfield, Report of Committee of 1844. 92 HISTORY OF THE LAWS OF MORTMAIN. Originally the act couldj of course^ have no application to .Catholics, as they were, at the time it passed, prevented from possessing lands for any purpose by the anti-popery act of Wil- liam III. That act was not repealed till 1778, and then there remained in force the penal laws, which rendered any charitable dispositions for popish purposes Utterly illegal, and which were not repealed until 1829 ; and even then a new enactment against religious orders was inserted in the measure of " emancipation", and the statute of superstitious uses was retained, and has recently received an interpretation more. rigid than ever;* and it was not until 1831 that land was allowed to be devoted to the CathoHc religious purposes.f Of course, while the penal laws existed, it was utterly— and even since they have been .repealed, partially — impossible, with safety, openly to dispose of property for such purposes. Now the act of George II required disposition by deed, and enrolment of the deed, which would entail pubhcation of the purposes to which the property would be applicable, and would, in the case of Catholic endowments, be equivalent to an invitation of confiscation. Hence it was impossible for Catholics to make charitable dispositions in con- formity with the act, and they were therefore driven to make them otherwise; and so to make them secretly. Hence arose secret trusts, — as some improperly call them, — or rather, as they are legally and properly termed, spiritual trusts, being such as are not trusts in law at all, any more than was the case with lands granted to religious houses of old.J Accordingly they had to avoid the creation of any legal trusts at aU ; and a wit- ness before the Committee of Wills thus stated how they acted : " Almost all the restrictions enforced by this law are evaded with the . greatest ease. I am aware, in my own practice, of many cases in which they have been evaded, particularly in the case of devises for purposes connected with the Roman Catholic Church in this country ; such things have beeh common, and there are several cases now pending in the courts, in which very large gifts and devises have been notoriously made for the purpose of benefiting charities. But they are evaded by the devise being made to some public oflScer of a charity (to the bishop, or some other person), who knows * See the case of West v. Shuttleworth, 2 Mylue and Keen. t By the act 1 and 2 William IV, commonly called O'Connell's act. X See note ante. HISTORY or THE LAWS OF MGRTMAIST. 9S very well that it is meant for charitable purposes when he gels it, though the intention to make the gift never perhaps was communicated to him by the testator in his lifetime ; he is very well aware that they are left for some general purpose connected with the charity ; and not> being upon any ex-- press trust, nor any contract arising, there being no contract respecting it between the testator and the devisee in the testator's lifetime, it is a good devise. There is a case arising out of the will of Mr. Blundell, of Ince, in which there was a very large bequest of personal estate to a clergyman of the Roman Catholic Church, without any trust therewith ; yet it is quite notorious that it was for charitable objects connected with the endowment of the Roman Catholic religion in this country. There is also in his will a devise of an estate to a Roman Catholic priest, of which it was well known that he himself was a trustee, but with no written or express trust. He devised it again without any trust at all, trusting to the honour of the de- visee duly to carry out the object. Traditionally, no doubt, among them- selves, the Roman Catholics knew it ought to be devoted to the maintenance of the priests, or to some purpose of that kind. I have known several other instances be advised a client who wished to leave land for the education of poor Catholics in Manchester, to leave it absolutely to a priest, or otherwise it would be void under the statute. He did so, and the clergyman of course bad uncontrolled discretion over the application of the property."* These are properly and purely spiritual trustsj i. e. they are' not, legally speaking, trusts at allj therefore they are not " secret trusts," their very essence is in the absence of any legal trust (the creation of which was studiously avoided), and in the existence of, and entire dependence on, religious obligation, so they are not legal: they are spiritual, and although they are secret, they are not secret trusts. Of course, under such a system of evasion, the operation of the act was not to prevent the acquisition of real property by charities, but to render the acquisition of it secret; and practi- cally, both as to Protestants and Catholics, to deprive the cha- rities of the protection of the law; with respect to the former, by reason that the trusts created could not be disclosed, and of course could not be enforced; with respect to the latter, by reason that no trusts at all were created, and therefore there was nothing which, even if legal, the law could enforce. How far this is an evil, must depend upon the degree in which a sense of religious obligation prevails and operates among any one portion of the community or another ; and, from the evidence * Mr. Gibson's evidence, Report of 1844. 94 HISTORY OF THE LAWS OF MOETMAIN. already adduced^ it is pretty plain that in the Catholic commu- nity, the sense of religious obligation is so strong, that no evil or inconvenience seems (at least to any serious extent) to have been experienced in this respect. StiU it seems sufficient to impeach the policy of the law, that, not only it is easily evaded, but that its practical operation is simply to deprive charitable dispositions of the protection of the law.* This appears to have been, during the last half century, more an injury to Protestant than to Catholic charity so far as the direct operation of the act is concerned, for two reasons : — first, because the sense of religious obligation (as it has been stated by a Protestant witness) is so strong among Catholics, especially as to what respects religion, that very few even of those who are not very pious, would be guilty of a breach of trust in regard thereto: and, secondly, because the spirit of the Catholic re- ligion is so favourable to charity, and so clearly marks it out as involving an act of self-sacrifice on the part of the giver ; and therefore properly exercised by the living rather than the dying, that (though doubtless. Catholics partake in some degree, in this country, of that love of money which characterizes it), they are less likely to drive ofi" the duty of charity till a death-bed. It has been seen, that all the old Catholic foundations were by * The shallow observation sometimes made by superficial reasoners on the subject, that if the law be easily evaded it at least does no harm, is answered by the circumstance that, though easily evaded in cases where a testator can rely on a sense of honour or religious obligation, it is not to be evaded in cases were he cannot (or will not) rely upon this : and further, that where it is so evaded, the law operates impolitically and injuriously in one way, if not in another. Moreover, in many cases, where the law is not evaded, it is not observed ; and by reason of the accidental omission of some of- the statut- able regulations, or by death before the lapse of twelve months, the cha- ritable disposition is defeated. Added to which, many are deterred by these difficulties from attempting any charitable disposition at all ; so that the number of charitable dispositions defeated affords no test of the number ^re- vented, any more than the number of cases reported represents the number which have actually occxurred. The law operates not the less fatally, because it does its deadly work in silence and secresy. The provisions are of course generally in some degree known ; and thousands of testators do not attempt to do what they dread may not succeed. So hundreds of cases in which they have attempted it do not come into court, because it is clear they have not succeeded, and confiscation quietly ensues. HISTORY OF THE LAWS OF MORTMAIN. 95 grants of those who gave up their property while in full health; the same religion influences the Catholics of the present day, and the act against dispositions of property to charitable uses hy languishing and dying persons, ought to have little effect so far as they are concerned, except for some special reasons ; as that there is a larger proportion of poverty in the Catholic com- munity in this country; and that they were, until almost within living memory, disabled from possessing landed property. There is, however, surely a peculiar injustice in maintaining, under such circumstances, such a law against the professors of the ancient faith; if only because it led to the foundation of such innumerable churches, cathedrals, colleges, almshouses, hos- pitals, and schools, which either are now possessed by its oppo- nents or have long since been subjected to spoliation and sup- pression. And there can scarcely be any real reason for retaining such a law as respects them, for either of the two reasons usually urged in its support — the protection of relatives, or the fear of undue influence — seeing that the Catholic religion supplies such effectual security. Strange to say, however, there has arisen, by reason of the mendacious misrepresentations propagated by such writers as Blackstone — an idea that an act against testamentary dispositions for pious purposes is peculiarly required for the pro- tection of Catholics. It appears extraordinary, that such an idea should prevail, except by reason of ignorance of history, inasmuch as death-bed dispositions for pious purposes are pecu- liarly, as we have seen, the growth of Protestantism. And almost all the ancient Catholic foundations were endowed by gifts of the living and not by last will. It is to be remarked here, that it is only this modern law against testamentary dis- positions for pious purposes that could practically affect Catholics on this subject ; seeing that there would be difficulty in holding a religious house erected at the present day a corporation,* and * A difficulty not arising, as it is believed, by reason of religious houses being illegal, not recognized by law (for it is conceived that they are as legal as ever, and are recognized as legal by the very statutes which sup- pressed those existing at the Reformation) ; but a difficulty arising on the question, what constitutes a corporation ?- -whether the very erection of a religious house constitutes it a corporation, or whether, as in ordinary cases, a charter of incorporation is requisite ? 96 HISTORY OF THE LAWS OF MORTMAIN. if it were, it could not take land without the license of the crown. The modern law against charitable devises, has a peculiar opera-, tion as respects Catholics, not only for the reason already alluded to, the requisition of enrolment as connected with the law of superstitious uses, but another reason arising out of this — the system of secret spiritual trusts as connected with the statute on the one hand, and the principles applied by courts of law as to absolute bequests on the other. It has been seen, that the effect of the law of superstitious uses is to prevent enrolment under the act as to charitable testa- mentary dispositions, and the result has been a system under which the property is left absolutely to an individual ; but with a secret trust not legal but spiritual. And it has also been seen that one of the tests by which the courts ascertain whether a bequest to a person, absolutely and apparently for his own benefit, has been obtained under undue influence, is, whether it be disproportionately large, or without apparent reason. It is plain that this places this class of Catholic bequests in great difficulty, seeing that on the face of the will there is a bequest " dispropor- tionately large", and without " apparent reason", assuming it to be (as apparently it is, being in absolute terms) for the devisee's own benefit; the real reason it being impossible to declare, con- stituting, as it does, the secret trust. Hence the Catholic devisee, under such circumstances, is put in a dilemma, — that if the bequest be for his behefi,t, it looks as if it had been obtained by undue influence ; and if for the testator's benefit, on a secret spiritual trust, the law impiously calls it superstitious, and con- fiscates it. And this difficulty applies equally to bequests of personalty for uses so called superstitious, as to devisees of realty for very charitable purposes. This is a difficulty in which, as will be seen, when Catholic bequests began to come before the courts, or committees of the House of Commons, a very disin- genuous advantage was taken, as will soon be seen. It should be observed here, that so long ago as 1803, an act had passed to dispense with the act of George II, in a certain degree, so far as the Established Church was concerned, in fa- vour of building of churches ; and in 1815, the first of a series of acts passed, creating exemptions in favour of sites for schools. But although in 1831 the act of William IV, already alluded to, recited — « HISTORY or THE LAWS OF MOllTMAIN. 97 " That it is expedient to'remove all doubts respecting the right of Roman Catholic subjects to acquire and hold property necessary for religious wor- ship, education, and charitable purposes." This act does not in any degree dispense with the act of George IIj and only enables Catholics to " acquire and hold" property for these purposes according to its provisions. The Established Church had always opposed the act of George II, and had long been anxious for its repeal ; but then, by rea- son of the toleration acts, the Dissenters and Catholics would equally have the benefit of such measure, and the majority of the members of the Establishment would probably prefer re- maining under restrictions themselves to relieving Catholics from it, though, as already observed, it was not originally applic- able to them all, and has an accidental application never in- tended. Hence the difficulty has long been, how to relieve the Establishment from it without relieving the Catholics, or impos- ing some exceptional restriction upon them. In 1791,* an act passed repealing the penal enactments against " popish recusants", but with a proviso — " That all dispositions of property before deemed to be superstitious or U'fdawful, should continue so." And this left Catholic charitable bequests not only liable to the act of George I, if pertaining to realty, but also subject to the statute of Edward VI as to superstitious uses. It need scarcely be said that while the statute exists, the laws of Edward I as to mortmain must, as to Catholic religious houses (and none other are likely long to exist) be obsolete. Under this state of the law it was, however, held in 1793,t by Sir W. Grant, that a bequest for the purpose of bringing up poor children in the Catholic faith was void, as " contrary to the policy of the law"; a decision admitted by such Protestant lawyers as the late Lord Langdale and Mr. Bethell, to be at least douhtful,X and which Catholics, perhaps, might pronounce as detestable.^ In 1835 occurred a case very illustrative of the difiiculties * 31 George III, c. 32. t Gary v. Abbott, 7 Vesey. X There was not the least pretext for it : and if such a man as Sir W. Grant was thus led astray by prejudice against Popery, what must be its power on inferior minds ? § See. observations on it in \Yest v. Shuttleu-orth, 2 M. and K. 669. 98 HISTORY or THE LAWS OF MORTMAIN. which beset Catholic religious bequests, and of the disingenuous manner in which the courts place them in a dilemma between " superstitious" on the one hand, and " undue influence" on the other. The facts, as stated in the Report,* were as follow : — " Margaret Townsend by her will, 25 Jan. 18l4,t bequeathed the residue of her estate and effects to Sir H. Lawson and Simon Scrope, Esq., appoint- ing Shuttleworth and two others as her executors. On the same day she wrote and signed the following testamentary paper : — ' Omitted in my will, chapels and priests : to the chapel of St. George, London Road, ^10 ; St. Patrick's Chapel, Sutton Street, ^10, etc. etc. Whatever I have -left to priests or chapels, it is my wish and desire that the sums may be paid as soon as possible, that I may have the benefit of their prayers and masses.' On the same day, testatrix addressed a letter to Sir H. lawson and Mr. Scroop, which, after her- death, was found enclosed in her wUl, and was in these terms : ' Gentlemen, I have herewith sent a duplicate of my will, whereby you will perceive that I have bequeathed the residue of my property to you, in confidence that you will appropriate the same in the manner most consonant to my wishes, which are as follows : that the sum of ^10 each be given to the ministers of St. George's, etc. etc., for the benefif of their prayers for the repose of my soul, and that the remainder be appropriated by you in such a way as you may judge best calculated to promote the knowledge of the Catholic religion among the poor and ignorant inhabitants of Swaledale, in the county of York.' The will, and the jwst testamentary paper, were proved by the executors in 1815 ; but the letter to the trustees was not proved as a testamentary paper until 1834, after this suit com- menced, which was brought by the next of kin, to set aside the bequest of the residue, upon the ground that it was charitable or religious ; and that the residue arose out of real estate. The Master's Report found that out of £2,913, the amount of the residue, £2,429 arose from personal estate con- nected with reality, and £424 from ' pure' personality. Mr. Bickersteth (the late lord Langdale) and Mr. Bethel, plaintiff's counsel, urged at the argu- ment that, not only the larger sum must be decreed to the plaintiff, by rea- son of the statute of George II against testamentary dispositions of real pro- perty for charitable purposes, but the smaller sum also, because the bequest was for 'superstitious uses', i.e. for masses: and they contended further, that as this was not at all charitable, but for the testator's own benefit (for the sake of the repose of her soul), the court could not even commute it to some use not ' superstitious', but that it must pass to^ the next of kin with the rest.t The Master of the Rolls (the late Lord Cottenham) held that * West v. Shuttleworth, 2 Mylne and Keen's Reports. t The act of William IV, allowing property to be acquired for Catholic spiritual purposes {not "superstitious"), had a retrospective operation.^ Bradshaw v. Tasher, 2 Mylne and Keen. :|: Of course as to the larger sum, arising out of reality, the statute of HISTORY OF THE LAWS OP MORTMAIN. 99 the bequests to priests were void, as superstitious ; but that the bequest of the residue to the instruction of the poor in the Catholic religion was valid, by the act of William IV : ' Taking the first gift to priests in connection with the latter, there can be no doubt that the sums given to priests and chapels were not intended for the benefit of the priests personally (!), or for the support of the chapels for general purposes ; but that they were given, as expressed in the Itrtter, for the benefit of their prayers for the repose of the testator's soul ; and though there is no statute making superstitious uses void generally, and the statute of Edward VI relates oiHy to those of a par- ticular description then existing, and does not declare any such gifts to be unlawful, but certain gifts personally made; and though, therefore, the legacies in question are not within the terms of the statute, it has been con- sidered as establishing the illegality of legacies to priests to pray for the soul of the donor ; and therefore these legacies are void. And as they are void because illegal, and there was nothing of charity in their ohject{\), and their intention was not to benefit the priests, or to support the chapel, but to secure a supposed benefit to the testatrix herself, the Crown- cannot apply them to charity, and the next of kin are entitled.' " There is such gross injustice in this case that it seems scarcely necessary to naention that it has been considered unsatisfactory even among the Protestant portion of the profession. First, a statute was held to confiscate legacies not within its terms ; next, it was held that legacies left absolutely to priests, were not for their benefit, merely because testator hoped that she might have the benefit of their prayers, — (as if hoth objects were not clearly contemplated by the testator) ; and then that a letter intimating any expectation or hope, although the bequests were absolute in terms, made a trust.* And thus the trustees and executors had to refund, twenty years after the Will had been executed, and the estate administered. The practical result of the case was to show that it still would be unsafe, notwithstand- ing the statute of William IV, to leave even money or pure personalty to any priest or chapel, if any paper be " proved" (as testamentary, or part of the will) which indicates a desire, or intention, for masses. The necessary consequence, of course, was, that such bequests had to be left, not only in terms abso- lute, as if for the legatee's benefit, but without any such paper intimating expectation or intention ; and thus this placed the George II was clear ; and the contest was only as to the smaller sum, arising out of pure personality. * Contrary, it is conceived, to the cases. H 3 100 HISTORY OF THE LAWS OF MORTMAIN. legatee, especially if a priest, in a position quite as difficult, and perhaps more disagreeable, of being suspected of exercising "undue influence" for his own benefit. This will be amply illus- trated in a subsequent case. In 1841 a case came before the court of equity, which, doubt- less, tended at once to increase the disposition for (by disclosing to what an extent the law failed to fetter Catholic charity), and to encourage the hope of furnishing a case in favour of, some exceptional legislation, and which was afterwards eagerly laid hold of for that purpose. The facts are thus stated in the report :* " The plaintiffs, Mrs. Middleton and Mrs. Eastwood, were nieces and co- heiresses of William Heatley, who died 21 July 1840. Thomas Sherborne, the defendant, was a Catholic priest, who claimed as devisee of part of the real estates, and residuary legatee's devisee. The plaintiffs lived with Heatley till 1818, when his mother died, and they left. In the meantime Mr. Sher- borne became his confessor; but from 1822 to 1835 was abroad. During that interval, in 1824, Heatley imade a will, devising to Sherborne all his property, with the exception of two legacies of £6,000 each to the plaintiffs, the nieces. The will was delivered to Sherborne in 1825, and he kept it until after Heatley's death. In 1829, Heatley made a will, devising the Brindle estate to the plaintiffs during their lives, and remainder to their children ; and he devised the rest of his property to Mr. Sherborne. By a codicil of 1835, in Mr. Sherborne's writing, Heatley left a piece of land to plaintiffs; iu 1836, by another codicil, partly in Mr. Sherborne's hand, Heatley gave a farm and other property to plaintiffs ; and it contained this passage : ' As it is probable that the circumstance of my having given a con- siderable part of my property to the Rev. Mr. Sherborne, may give dissatis- faction to my nieces and their husbandt, who have expressed themselves to the effect that they h/nd a moral right to the whole after Tiny death, — in order to prevent any vexatious proceedings, I direct that they do confirm the wUl within twelve months after my death, or in defalt thereof, I revoke the de- vises of the estates made to my nieces, and devise the same to Mr. Sherborne.' It was represented that, as confessor, Mr. Sherborne had ' spiritual influence' over the testator, and that as he was constantly at prayer in the chapel, he was under ' superstitious terrors'. An estate had been purchased by Mr. Heatley, and conveyed to Mr. Sherborne, Mr. Heatley remaining in posses- sion of the rents and profits up to his death.t Another estate was purchased * Middleton v. Sherborn, 4 Y. and C. + The result of the will was, that about £600 a-year was left to the next of kin, with a house valued at £20,000, which, at 5 per cent., would make about £1,600 a-year ; and the testator stated that this was about the income he had received from his father, and that he had a right to dispose of the rest as he pleased. The residue, left to Mr. Sherborne, did not exceed £600 HISTOEY OF THE LAWS OF MORTMAIN. 101 ~ '^" / ^'" by Mr. Sherborne for £9,000, he having personally received £10,000 "from Mr. Heatley, for which interest was paid during his life, he remaining also in possession of the estate, and receiving the rents and profits.* The bill prayed that there might be an issue at law to try the validity of the will ; and, if deemed valid, that the conveyances or devises might be declared to be on secret trusts for charitable, religious, or superstitious uses, connected with the Roman Catholic religion, and so void, either as not being enrolled under the act of George II, or as being superstitious, under the act of Ed- ward VI. And a motion for a receiver was made." It is not easy to see on what grounds, consistent with the rights of property, such a s\iit could be sustained upon the score of '^ undue influence"; but the late Lord Abinger did his utmost to sustain it even upon that ground, although to do so it was requisite somewhat to warp the law j and a gradual tendency to do so can be detected in his observations. In the early part of the argument the Lord Chief Baron said : " Every man makes his will under some influence. In the case of General Torke, who left his property to his groom, Mr. Justice Chambre, who tried the cause, and was the best lawyer of his day, said he hardly knew what ' undue influence' was. The jury found for the defendant (devisee), and the jyerdict was confirmed. Again, in Lord Prinlestown's case, it was said. that the will had been obtained by his wife's influence, and the jury found a verdict for the will ; but the verdict was set aside in the House of Lords. Certainly a confessor has the highest species of influence, and it mai/he fraudulently used." It is plain that the first and fairest inclination of the Lord Chief Baron's mind was against any such ground of suit in the pre- sent instance ; but he afterwards took up an idea with which the counsel for the plaintiffs supplied him : "We consider that the influence is what Lord Hardwicke called good influ- ence unfairly used." a-year. In 1840, the testator died ; and Mr. Eastwood, not satisfied with his large share of the property, disputed the wiU, and these proceedings took place at law and eq^uity. * It is plain that both these transactions were evasions of the act of George II, which precluded testator from conveying an estate, reserving a life interest, or from bequeathing money to be laid out in land, or from be- queathing land to be turned into money. The object was, to preserve Mr. Heatley the enjoyment of his property during his life, and to pass it to pious uses at his death. There could be nothing unfair in this, as his nieces had £10,000 each in their own right, and he had left them property worth £6,000 each. 103 HISTORY OF THE LAWS OF MORTMAIN. The Lord'Chief Baron, in giving judgmentj said : " I do not think that mere influence is enough, to set aside a will. All wills are made under some kind of influence : the influence of afiection or attachment, which, is perfectly legitimate. If a man makes a will under that influence, and excludes his own family, and gives his estate to a stranger, I do not apprehend that such a will could be displaced at law or equity. The question, therefore, is, as to the degree of influence. It must be such a degree of influence as deprives the testator of being the proper master of his own faculties. I can easily conceive a case of a man of very strong mind being under the influence of such a superstitious terror or delusion, as that he might think it necessary to his salvation that he should give all his money to his priest or confessor. If that were clearly established, I think, and a jury found such a degree of delusion as to deprive the man of the exercise of Ms free judgment in what he was doing, it should be suflSicient to destroy the wUl. Mr. Sherborne was the confessor of Mr. Heatley ; but he was more : he had great control over all his afiairs. These are circumstances requiring consideration ; and if they show that the will or codicils were made under that degree of delusion or terror which, in the opinion of a jury, might con- stitute a want of real capability to judge what he was abtfut, then the will and codicils would be void." There the lord chief baron takes a disingenuous disadvantage of the dilemma in which the law against Caltholic bequests places a Catholic priest, in the position of Mr. Sherburne : the dilemma, either of claiming the legacy as for his personal benefit or for Catholic purposes. In the latter case, the law confiscates the legacy as superstitious; in the former, the courts consider the largeness of the legacy unaccounted for, and so an evidence of " undue influence." But it will be observed, that Lord Abinger, in stating the rule of the courts of law on the subject, states it, not only as against Catholics, more strongly than the terms in which it had been stated a century before as regards Protestants : but states it in such terms as almost to render im- possible, upon a Protestant construction, to support any Ca- tholic bequest. The principle, as laid down in the old authorities, was, that undue influence was fraudulent, or such as was exer- cised under circumstances which deprived a person of the power of knowing what he was doing : but Lord Abinger declares, that if a Catholic priest thought himself bound to tell his penitent his duty was to leave some property for pious purposes, and the only way of doing this, according to law, was to leave it abso- lutely to himself, or some priest on, the secret understanding HISTORY OP THE LAWS OP MORTMAIN. 103 that it should be devoted to spiritual purposeSj but in terms and in legal effect absolutely to his own use, this would be adequate evidence of undue influence, although the penitent not only knew perfectly well what he was about, but also was as well acquainted with the principles and moral teaching of his Church, or the proper province of a priest, as the priest himself; and perfectly well knew, that the direction he had received was in conformity therewith. The fallacy of this definition of Lord Abinger appears flagrant, of confounding what is unaccountable, or absurd, or superstitious, upon a Protestant construction of a bequest (made also under compulsion and pressure of a certain penal law preventing a full disclosure of its purpose), and a Catholic construction of it. Surely, as the penitent in such cases is a Catholic, his bequest should be construed upon Catholic principles; and, according to the Catholic religion, such a bequest would be (under certain circumstances of which the penitent and priest would judge) perfectly proper ; and if so, how can it be undue influence to recommend a testator to act in conformity with his own religion; or how can it be other- wise than robbery and tyranny, under a mask of law, for a court to say, "We, as Protestants, consider this as imposition be- cause we do not believe in the sacrament of penance, the duty of charity, the doctrine of restitution, or the authority of a priest." The obvious answer is, the penitent does ; and his be- quest is to, be considered sahe regarded it; and to prevent it from taking effect because you deem it superstition and impo- sition, is to proscribe the Catholic religion. It is conceived then, that this case shews that the only rea- sonable rule to be laid down under the present state of the law as to Catholic bequests is, that the influence of a priest cannot be considered undue, even if apparently exercised to obtain a bequest in legal effect absolutely for his own benefit, and still less, if avowedly in trust for a spiritual purpose, if this influence be only exercised in conformity with the Catholic religion, for otherwise that religion ceases to be recognized or tolerated by law. The result was, that the cause was sent to trial first, on the validity of the will. It came on before Mr, Baron Eolfe, who said : — 104 HISTORY OF THE LAWS OF MORTMAIN. " It appears to me that, if this will were to be impeached on the principle that this gentleman was not competent to make a will, it wovld shake our confidence in any will." Mr. Creswell (the present Mr. Justice Creswell) was counsel for Mr. Sherborne: and, after his address, and the examination of evidence. Sir W. FoUett, counsel for the heir, proposed to give up, saying:— " The evidence that has been offered here, and the inquiries that have been made, have satisfied them that Mr. Heatley, at the time he made the will and codicils, was competent to make them; and that there was no foundation for the proceedings which have been taken in equity." A compromise, however, was agreed to; because, although the validity of the will was established, there were other ques- tions as to the statute of George II and the statutes of super- stitious uses.* But all pretence of impeaching the transaction on the score of undue influence was scouted. Not long^ after this case had so remarkably illustrated the state of the law, and the position in which it placed Catholics, the subject came before the House of Commons j Lord J. Man- ners moved a resolution : — " That it is inexpedient, in the present condition of the country, to con- tinue the existing restrictions on the exercise of private charity and muni- ficence." The terms of the resolutions were vague and weakj and capable of being construed as comprising the mortmain laws, which, it appears, could only apply to the Established Church; and could only, practically, be applicable to endowments in aid * The property was left to Mr. Sherborne absolutely ; but there was a spiritual wUl, or secret instructions, as follows : — " To enable Dr. Youens to discharge the bequests mentioned herein, I shall devise funds to be placed at his disposal. [Then followed a list of legacies, including £20 to Mr. Sherborne.] All the money received by Dr. Youens from my effects, over and above discharging my bequests, I wish to be applied to the education of youth for the Catholic universities, to aid in promoting schools in the country attached to chapels, and to any other purpose he may think best. I wish the rents arising from the estate in Carleton, which I purchased, but which was conveyed to others, to prevent my relatives from having any control over it, to be applied thus : ^100 of the rent for masses, etc. ; the remainder to be at the disposal of Dr. Youens, to enable him .to comply with my directions." HISTORY OP THE LAWS OF MORTMAIN. 105 of benefices. For it appears more than questionable, wbether a Protestant religious house is a corporation; and, as to Catholic religious houses, the law appeared to proscribe them.* The noble lord, however, in his speech as in his motion, mixed up the question of mortmain and religious houses. He spoke truth at all events : — " Let them look to England and see if no fresh encouragements to charity, religion, and devotion were required. Schools, hospitals, churches, cathedrals were wanted ; and in his opinion something more — religious houses. He never could believe that the teeming millions of our agricultural and manu- facturing districts could be brought within the pale of Christian civilization without the establishment of_ some sort of monastic institutions. Call them by what name you like, but if the poor, the ignorant, and uncared for, who are now suffering the extremes of want and ignorance, are to be taught their privileges and duties here, and are to have bright hopes of happiness here- after, such means must he resorted order to build churches or endow schools. I do not advise any other safeguards. Making a bequest or endowment depend for its validity upon the accidental circum- stance of the party living a certain time afterwards, is no clear test of his being in a sound and disposing state of mind. The statute of George II is a restraining act against charitable uses ; and I hope a more enlightened spirit now pervades than when it passed, especially considering the claims of the numerous poor and uneducated upon the comparatively few rich. * That is, he constituted a spiritual trust, which the law could not touch ; and so evaded an unjust law. t There again is the distinction adverted to by Catholic theologians on the subject. 192 APPENDIX. CHiBLEs Gibson, Esq., a solicitor at Manchester. — I have had an opportunity of seeing the working of the mortmain acts, particularly as respects the Roman Catholic charities. Persons desirous of leaving real property, or property in the nature of realty, to chariti'es, leave it absolutely to clergymen of the Church of Rome, relying on their in- tegrity and honour to apply it to charitable purposes, and without specifying any object whatever; thus leaving it entirely to the discre- tion of the clergyman as to what particular charity he may apply it, he being ignorant of what the donor's intentions were. He is left to act entirely according to his own particular disposition, or what he may think best for himself. I am satisfied that the clergymen who have these trusts reposed, in them, do act most honestly and honourably, and devote every farthing of the money to charitable purposes ; but it is a risk, as the donor is prevented from expressing the particular ob- ject he has in view. I should not advise any one to interfere as to funds known to be under the cpntrol of the clergy, without express trusts. We know there may be secret trusts existing, which, if brought to light, might upset the bequest. Sums for superstitious uses are always left absolutely. If the sum were large, it would be in the discretion of the clergyman as to whether to apply it for masses or charity. / have not known any cases in which property of any amount has been left to charitable purposes, by a testator having a wife and family.* I think the law ought to be relaxed. The Bishop or LonUon. — Looking at the present state of the law, as regards the property of the Church, the term mortmain has very little meaning in it; for the land which is now in possession of the Church is liable to the same incidents as any other land may be; it may change hands, in certain cases, by sale or exchange, or a lease may be granted for its improvement; and therefore, so far as the country is concerned, the objection as to land coming into mortmain no longer exists. The only valid ground of the modern mortmain act (the statute of George II), is the injustice of disherison. The opera- tion of the act, I consider injurious. There is nothing which leads me to apprehend undue influence with persohs, particularly in sickness, from clergymen or others, for the purpose of obtaining grants or be- quests for the Church; there is nothing in the principles of our Church which need lead any person to entertain such an apprehension even in theory, and in practice it is equally groundless. In the Roman Catho- lic Church, there is reason to apprehend this influence, because the doctrine of that Church is this: it is taught in the Scriptures, that * Because he practised principally or exclusively among Catholics. APPENDIX. 193 ttere are three modes of washing out the stains of sin — alms, prayer, and fasting."* ( Tkomassinus on the Discipline of the Church.f) — And, there- fore, if djdng persons are persuaded, that by leaving large bequests for charitable purposes, or for the purpose of having so many masses said for the repose of their souls, they can wash out the stains of sin, or escape a certain period of the pains of purgatory, J there would be great dan- ger of unjust disherison. The danger of this is of course much less in our own Church, which teaches no such doctrine, but merely in- structs the clergyman, when he visits a dying man, to exhort him to settle his worldly affairs, and to be liberal to the poor.§ A Roman Catholic may be anxious to provide for the dissemination of what he considers the truth, and other members of the Church would be equally anxious to provide for the dissemination of what they consider the truth. The one, however, is more accessible, in his dying moments, to the arguments I have described than the other, to whom such an argument could not, with consistency, be addressed. My decided opinion is, that the legislature ought to encourage edu- cation in conformity with the Established Church, and to tolerate all other kinds of education consistent with the first principles of religion and morality. As to whether those who dissent from the Established Church might not be allowed to give or bequeath property, to an ex- tent beyond what the act of George II allows — for the promotion of education according to their own opinions — I am hardly prepared at present to give a positive opinion on the subject. Some relaxation might be admitted with regard to other religious bodies ; but whether to the same extent as with respect to the Church, I am very doubtful. I think the policy of this country since the Reformation, with respect to restricting the Roman Catholics in matters concerning the propa- gation of their principles, to be defensive. || The difference between their Church and our own is of so essential and vital a kind, that I am not prepared to consent to any measure which shall increase the faci- lities they now possess of advancing the boundaries of their Church in this country. I do not think the fear of scandal, or any feeling in the ■* See note, ante, p. 116. t An old French writer of the last century; by no means a general authority. Why did not the bishop quote the decrees of the Council of Trent? (See ante, p. 115.) X If this is so ; but where will the bishop find it so laid down ? The pas- sage he quoted would not : for where is the context ; and where the teach- ing of the Church, that, to make alms efficacious, they must be given in faith and penitence 1 § " Earnestly to exhort him." And by what motives 1 II That is, because Catholics do not hold justification by faith alone, their charitable bequests are to be proscribed. 194 APPENDIX. Jloman Catholic Church, would be a check against any member of that Church, abusing the power he possessed. They would hold it to be anything but a scandal.* I am looking at the question throughout in its bearing upon the Church, and should be glad to see the law re- laxed so far as the Church is concerned ; but I think, if you go beyond that, other questions will arise, of very great diffictdty and delicacy.f Dr. Cox, President of St. Edmund's Catholic College, Old Hall, and Professor of Theology there. — It is contrary to what is taught in schools of theology, in the Roman Catholic Church, that a priest should abuse the influence he possesses, in order to obtain property for his Church, or for charitable purposes. The Catholic priest, in all schools of theology I know of, is taught in all respects the principles of com- mon justice between relatives and the testator; the nearer the rela- tionship, of course the greater the obligation : as of parents to provide for their children. It is so required ; and a Catholic pastor who would act contrary to this, would be considered as giving great cause for scandal to all to whom it might be known afterwards. This may be seen by reference to the rituals, in which directions are given to the clergy. The rituals — particularly foreign rituals — are very express upon this point, showing that it is the duty of the priest not at all to interfere with the temporal affairs of the penitent ; but if he should be required to advise his penitent, he must counsel him to leave his pro- perty in the order in which nature requires it should be left. The ritual of the diocese of Langr^s, lately published by the present Arch- bishop of Paris, says : " Two things are to be distinguished in the will of the rich man, — ^the good which he -svishes to do to this or that person, and the obligations of conscience. With the first, which is purely temporal, the priest has nothing to do. Si, sous pretexte de religion il suggere les dispositions particuli^res, s'il se sert de 1' ascend- ant que lui donne la confiance ou la faiblesse du malade pour le de- terminer a preferer un heritier a un autre; il abuse de son ministire sacrfe et il le profane : il s' expose de plus a devenir I'objet de la haine et des inimitifes que resultent toujours de ces preferences." Directions are then given by the ritual when the pastor may take part in making the. * Did the bishop remember the commandment, " Thou shalt not slander thy neighbour"? See the evidence of Dr. Cox as to this charitable state- ment. t But his lordship's arguments go the whole length of doing away with the law altogether : and upon his principles, if it be relaxed as to the Church "of England, and retained as to other Christian bodies, it would be a purely penal laiw against the latter; for he proves that, on social or political grounds, there is no need for such a law. APPENDIX. 195 will of the rich man. (1) He must be requested to do so by the tes- tator and by his family. (2) He should object, as far as he can, to be a party in making the will. (3) He is to be guided in his counsel only by the good and welfare of the family, and to consider himself responsible to the testator, to his family, and to God, for the advice he shall give. (4) He is to avoid being named executor or guardian.* In some countries, a priest would be suspended if he should allow himself to be named executor or guardian. Though this ritual was published in Paris, it contains the principles on which all Catholic clergymen are bound to act. I have known cases of bequests to the Church being refused, when prejudicial to the natural heirs. One in particular I have permission to mention. A solicitor called, eighteen months ago, on the Catholic bishop of the London district, and informed him that a lady was de- sirous of leaving the whole of her property for the use of the Church in the London district ; the property being of considerable amount, I believe to the amount of £60,000. The bishop immediately objected, and said he could not listen to any such proposal : this lady had rela- tives, for whom it was her duty to provide ; and therefore it would be impossible for him to receive her property to their prejudice. The lady said that she had no near relatives ; none nearer than nephews and nieces. The bishop still objected, knowing that, if he received the whole property, even although he was justified in conscience in so doing, it might be a cause of scandal to the public ; and finally it was arranged by the bishop, that he should receive a portion of the pro- perty, instead of the whole. In the meantime, the relatives interfered : they persuaded the lady, a short time before her death, to change the deed, and draw up one irreversible, and entirely got the property from the bishop. The trustee for the bishop, however, would not assent to this, as the relatives had used undue influence ; and the case is now in Chancery. The nephews had acquiesced in the original arrange- ment; and it was more distant relatives who got the lady into their" possession, and induced her to make the second deed : and the nephews stated, that they were persuaded undue influence had been used upon her.f Every priest, and his bishop, would consider that he had been guilty of injustice, if he should influence a person to alienate his pro- * " Instructions sur I'administration des Sacraments, par le Cardinal de Luzeraes, ancien Evfique de Langres, troisifeme Edition, revue, etc., par M. I'Abbe Affre," torn, ii, p. 367. Paris, 1837. t But the Protestant public would not consider this " undue influence", because exercised against a Catholic prelate. If exercised in his favour, they would have caused a great outcry. o2 196 APPENDIX. perty to the prejudice of his relatives. The principles of justice can suffer no modification. Thomas Eastwood, Esq., of Brindle Lodge, Lancashire. — I am a Roman Catholic, and have presented a petition praying for an inquiry into certain transactions, alleged to be violations of the provisions of the mortmain law. In one affair* I am personally interested ;\ and, with the permission of the Committee, am prepared to go into it. Mr. Heatley, who was my wife's uncle, was an elderly man, and a bachelor. In 1824 he made a will, by which he left his property to his confessor, Mr. Sherborne, with the exception o/" £6,000 to each of his two nieces,X of whom my wife was one. In 1829 he made another wiU,§ leaving the house (Brindle Lodge, on which he had expended £18,000 or £20,000) and some portion of the property, to us;|| but the rest to Mr. Sher- borne. The second will^ gave the relatives the house and land, and various small estates, which the first will did not. In consequence of the last will, I am in possession of Brindle Lodge.** "We contested the will with him. The whole of the property left to Mr. Sherborne was under a secret trust, which was denied. Mr. Sherborne also received £10,000 from Mr. Heatley during his lifetime, with which he pur- chased an estate, If paying the rents to Mr. Heatley during his life. / believe the bishop could compel him to apply all the property for the purposes intended by the testator ; and that there was an understanding that it should be applied to what the law calls superstitious uses.\\ I know of other cases. A Miss Brettarghs left £100 each to two sisters and a brother, and £100 to her brother's children ;§§ and the rest to * The " affair mentioned in the Essay, ante. + The very reason why he ought not to have been received as a very impar- tial witness. X A trifling "exception"! And he took care not to inform the Committee that the nieces had each ^10,000 in her own right. Why was their uncle to leave them a penny? He took caie, also, to avoid mentioning that this first will was made when Mr. Sherborne was in Spain ! So much for the value of unsworn eocparte evidence of persons "personally interested". § Made under the influence of Mr. Sherborne. II " Some portion". The greater portion ! IT Made under the confessor's influence. ** Yet the ungrateful man grudges the residue for pious purposes, and harrasses the priest with a chancery suit ! And these are the people who complain of the "rapacity" of the clergy ! There is no such thing as rapacity in a relative ! Yet the relative is rapacious for self; the poor priest is anxious for charity ; and in this, as in other cases, received but a paltry sum for himself, and the bulk on secret spiritucd trusts. ft Doubtless for pious purposes. See what he afterwards states. XX So Mr. Sherborne, on this man's own showing, derived no personal ad- vantage from the property. Why was he not ashamed to harrass and assail him by a suit, then ? §§ Whom perhaps the testator did not deem deserving of more, or likely APPENDIX. 197 Mr. B., a grocer. / believe he has not benefited by it : he paid £1,700 to a gentleman of high family.* Upwards of £2,000 had passed into Mr. B.'s hands before her death.f There was another case, of a Miss Frazer's will. She left all her property to her brothers, charged with a legacy to nephews of £200, and of £20 to Mr. Sherborne, and £10 to another priest; and, by a spiritual secret will, left £30 to the poor, £100 to poor nuns, £100 to a district fund, £50 to poor priests in Spain, and £10 to the person employed in attending her.J Had the cases occurred in France, Mr. Sherborne, being Mr. Heatley's confessor, would not have been allowed to take the pro- perty ; for the French code prohibits confessors from receiving any Iegacy.§ Miss Frazer, before she died, gave Mr. B. a cheque for £1,000. I advised the brother to treat the spiritual will as not a legal document, and to pay no attention to it.\\ I advised him also to with- hold the £1,000. But Mr. B. informed him it was intended for Ushaw College ; and Mr. Frazer gave it up upon the spot,^ and paid it to Mr. B. for that purpose. In another case, a Miss H. gave £500 to Mr. Sherborne. The Rev. T. SHEEBOKKE.^Miss H. never was a penitent of mine. She was an acquaintance of my mother's, and applied to me to know whether I would take charge of £500, for the education of a youth at a coUege. I did so ; and the money was given for that purpose, and for which at the present day a boy is educated : and the rest was left entirely to relatives.** The case of Miss Brettargh was this. She had been a servant' in the E. family, and desired to leave the bulk of her money to Mr. E., in whose house she had lived as servant, but wished to do it so as not to hurt his feelings, and applied to me about it : and I said that she could leave.it to Mr. Bellington, a person of conscience and honour, who woyld apply it as she wished ; and that she could leave some- to do any good with it, AU depends on the character and position of the relatives. * Evidently for pious purposes. t For similar purposes, no doubt. X What could be a more proper rule 1 § Yes ; but in France property could only be left for a priest's personal benefit, there being no law against " superstitious uses". II Here is a specimen of the consciences of such as cry out about the rapacity of the clergy ! IT Like a man of honour and of religion, with too much conscience to accept the advice given him by the owner of Brindle Lodge. ** Not a shilling did Mr. Sherborne get in this case. Contrast his conduct with Mr. Eastwood's, who, aware that where the bulk of the property was left to him, and only a portion to charitable purposes, he would, if not legally bound, appropriate aU ! Compare the clergyman with the layman ! Yet we uever hear of the rapacity of the laity. 198 APPENDIX. thing to her relatives in the same way. She did so : the relatives re- ceived what was left for' them; Mr. B. received the £1,700; and I received nothing, except £5 in lieu of mourning.* As to Miss Frazer, I never was her confessor. She sent to me repeatedly, but I never went, until her brother's wife pressed me to go. She wished to leave a sum of money so that one of her relatives should always be educated at a college ; and I recommended her to give the cheque for the £1,000 for that purpose. For some time, owing to Mr. Eastwood, it was not paid : subsequently the money was paid, and the boy is at the college. I suggested, at her request, some other charitable legacies. She offered me £20, which I at first declined, and only accepted when she said that, if I did not receive it, she would not leave a similar sum to another priest.f As to Mr. Heatley, his nieces had an independent fortune of their own of £10,000 a-piece.\ The first will was made while I was in Spain,^ and was far more advantageous for me than the second, which was made when I was at home.\\ The second will was made without any suggestions or proposals from me. In 1832 he made a codicil, increasing what he had already allowed his nieces. The will was disputed by Mr. Eastwood ; but shown at the trial to be pro- perly executed: and SirW. FoUett, Mr. Eastwood's counsel, declared in court, that his client and counsel were satisfied that there was no foundation for the proceedings that had taken place. Mr. Cresswell said : "The verdict will be taken for the defendant, and the will be confirmed ; and the bill in equity dismissed." The parties confirmed the will ; and I had hoped that all heart-burnings were terminated. Mr. Heatley's further whole income was about £1,646 per annum; and leaves in land to his next of kin about £600 a-year, and a house worth about £20,000, which would be about £1,600 a-year, allowing 5 per cent, for the money invested in land. The rest was left to me ; the rental not reaching £500 a-year. The Carleton property was pur- chased with £10,000 he gave me. I was at perfect liberty to apply the property to my own purposes : if I were to spend any part of my income, from whatever source derived, improperly, I should be ac- countable for it hereafter ; but I am at liberty to apply it as I think * Here the "rapacious" priest, out of J2,000, receives £5 ! t Here the " rapacious" priest interests himself in many most excellent charitable objects, the principal of which was in favour of a relative, and reluctantly accepts a paltry £20 ! X A fact which Mr. Eastwood took care not to mention, and which shows the nieces had no right to any expectations at all. § Another fact wMch Mr. Eastwood omitted to mention, and is decisive as to undue influence. II This fact shows conclusively the groundlessness of the complaint against the latter. APPENDIX. 199 fit. Whatever Mr. Heatley thought, he never opened his lips to me : so far as I had reason to know his thoughts, his design was to leave me at perfect liberty as to the application of the property. He never mentioned any charitable or religious purpose. The bequest had no more of a religious or charitable character in it, than was implied in the supposition that I should dispose of it for good purposes, and in a proper manner. If the mortmain restrictions had not existed, in all probability this monej/ would have been disposed of in charitable and reli- gious purposes, instead of being left personally to me. I never knew anything of the " spiritual will". Mr. Heatley was in the habit of giving large sums of money to the poor. I should act on the spiritual will, so far as it was reasonable : I should have done as I should have wished another to do for me.* The Rev. F. Tbappes. — I am a Roman Catholic priest. My facul- ties were withdrawn from me about four years ago.f I could appeal against the suspension to Rome ; but I do not appeal, because it is too much plague, and not toorth my while. As far as the Roman Catholic Church in England is concerned, the law of mortmain is in- operative. They get as much as if there were no act. The act is evaded in various ways, which make it useless. If I wanted to leave a property to any chapel or college, / would leave it to a clergyman, who would not fail to hand it over.% If the mortmain law were re- pealed, no further ill consequences would ensue than at the present day ! I do not think it woidd be justifiable to obtain property for the Church, otherwise than by recom,mending charitable objects. I have known instances in which persons in very poor circumstances of life, who have had uncles and aunts, have left £600 or £700 to the Church, when it would have been useful to the relatives. § I have no means of * In the instance of Mr. Sherborne, we see a Catholic priest avowedly having influence over several very wealthy persons, and on several more or less so, and 'using that influence entirely for charity, not receiving above such paltry legacies as £20 or £5 for himself; and, though legally absolute legatee of large sums, yet morally and re^i^'ioMs^y acknowledging them to be received for spiritual purposes ; and, according to the evidence of the man who sued him in courts of law, compellable by the bishop to apply it to such purposes, supposing him ever to have required such compulsion ; which all the evidence in his, and other cases, shows Catholic priests never do require. Contrast this with the conduct of laymen acquiring legacies for themselves. + A witness, who was obviously called by the Committee because they hoped, from his being under a suspension, they might elicit something unfavorable to his fellow clergy. X This is invaluable testimony, from a hostile quarter, of the probity and honesty of the Catholic priesthood. § But would the relatives have made a good use of it ? And were they near relatives ? On both points be is silent ; and, as to the former, the best judge would be the testator. 200 APPENDIX. knowing any instances in which undue influence has been used ; but have known instances in which sums have gone to churches, which it struck me would have been much better laid out among indigent and near relatives.* REPORT. The Select Committee appointed to inquire into the operation of the Laws of Mortmain, and of the restrictions which limit the power of making Gifts and Bequests for Charitable and Religious Uses, and to whom several Petitions were referred, and who were empowered to report the Minutes of Evidence taken before them to the House ; — Have examined the matters to them referred, and have agreed to the following Report : " Your Committee have thought it right to consider carefully, and at some length, the origin, progress, and present state of the Law of Mortmain in England ; and for the purpose of throwing light on matters naturally obscure, have turned their attention to the laws on the subject which obtain not only in other parts of the empire, but also in foreign countries. " The Mortmain Laws had their origin in a state of society widely different from the present ; and nearly, if not all, the reasons which appear to have induced the Plantagenet and Tudor kings and parliaments to enact the various laws restraining the alienation of real property, first to religious, and subsequently also to lay corporations, from the time of Magna Charta down to the Reformation, exist no longer. The learned and interesting evidence of Sir Francis Palgrave shows that those restrictions were imposed, not only from jealousy of the great and increasing power of the religious bodies, but also with a view of preserving to the lord, and to the king, as the chief lord, the advantages and incidents of tenure, and of maintaining the military defences of the kingdom, which were weakened whenever land, which then sustained all the civil and military bvurdens of the state, fell into Mortmain. " With the destruction, therefore, of the religious houses at the Reforma- tion, the gradual decay of military tenures, and their entire abolition after the Restoration, the chief political reasons for stringent Mortmain Laws ceased : and your Committee would direct attention to the significant fact, that from the reign of Queen Elizabeth to the accession of the House of Hanover, the general tenor of the public mind, as evidenced by the legisla- ture, the judicature, various royal proclamations, and the acts of numerous private persons, was strongly iu favour of alienation of property, real as well as personal, to pious and charitable purposes. " Your Committee, aware that no law can be properly understood unless the reasons on which it was founded, and the evils against which it was in- tended to guard are known, have endeavoured to make themselves acquainted with the causes which led to the passing of the 9th of Geo. II, c. 36, which is in fact the Mortmain Law at this moment. Although the reasons which led to the original enactment of Mortmain Laws, and those which subse- quently induced their mitigation and discontinuance, appear to have been those stated in the preceding paragraph, your Committee have failed to arrive at any certain knowledge of the true grounds on which the Act of Geo. II was passed. Indeed, the insufficiency of the reasons assigned in the reported debates is such as would rather lead to the inference that some * It had not '' struck" the testator so ; and he knew best. APPENDIX. 201 apprehensions, which it was not thought wise to make public, must have operated in addition to the avowed motives of the legislature. " The provisions of this law, which prevent lands, or anything savouring of the realty, from being conveyed to any body or bodies, politic or corporate, for any charitable purpose, unless by deed executed twelve months, and en- rolled six months previous to the donor's death, have been construed by the judicature in the strictest sense their words would bear. Copyhold property, money out on mortgage, land left to be converted into money, money left to be converted into land, and, as it is asserted, railroad and canal shares, even when declared by act of parliament to be personal property, are all held to be affected by that statute, and the courts refuse to marshal assets in favour of any public object, however charitable or beneficial. " Your Committee would here point out the inconsistency which runs throughout this unfavourable construction of the law. The recital of the act states its object to be, to prevent the disposition of lands whereby the same should become inalienable. But lands left with a direct injunction that they should be sold, meet with no more favour than bequests of personalty to be converted into land : although in the similar case of a bequest to an aUen, the legatee, who is disqualified from holding the real property, is allowed to take it as money. Again, although the law wUl marshal assets so as to throw upon the real estate " debts and other charges ordinarily chargeable upon the personal estate of the testator, thus exonerating the latter for the benefit of the legatees, it refuses to marshal assets in favour of charitable legacies, nor will it permit them to be charged upon, or satisfied out of the land, or other real estate of the testator, nor indeed out of any of his personal estate, partaking in any manner of the nature of realty.' Sup- posing, therefore, the alleged object of the statute to be a proper one, it appears to your Committee that land left to charities, with a direction to be sold, and all virtually personal property, do not fairly come under the intent of that statute, nor do they think it just that charitable legacies should alone be excepted from the advantage of having assets marshalled in their favour. Upon this point, your Committee would direct especial attention to the valuable opinion of Mr. Jarman, quoted by Mr. Hadfield. " With respect to the operation of this statute, your Committee find that while many good and charitable purposes have been thereby defeated, liti- gation and the unjust disherison of heirs have not been prevented. That it should have failed in both these objects, the former of which was alleged in the debates, the latter in the preamble of the act, is not surprising, because, with the exception of such purposes as are forbidden by the general rules of common law, an entire freedom is allowed to a testator, who may dislike his heir, of leaving his property to any person, or any object that does not come under the designation of a charitable use, and because, as Mr. Jarman points out, ' where the feelings of mankind are not in unison with the provisions of the Statute-book, ingenuity is racked for evasive expedients, and a testator will sometimes rather confide his property to the honour of a stranger, than abandon a scheme to which he is impelled by a conscious rectitude of pur- pose.' Of the truth of this opinion, your Committee have had abundant evidence on the petitions which were referred to them ; but in consequence of the peculiar nature of that evidence, containing reflections on private character, and in many instances not bearing at all on the general object of their investigation, your Committee have exercised a discretion in suppress- ing certain portions of it. It appears, however, from the reported evidence, that the law, rendered more stringent as regards Roman Catholics by the statute against superstitious uses, is evaded by them without much difliculty, and the mode of evasion, not unfrequent, it would seem, among them, is not, the Committee would observe, practised by them alone. Prom all this it would appear, that whUe the astute and determined man may balk the ex- 202 APPENDIX. pectations of his heirs, many a laudable and just design is defeated through the intricacies and perplexities of this law. " In order to arrive at a knowledge of the laws respecting Mortmain and Charitable Uses and Trusts in other countries, with a view of comparing them to those existing in England, your Committee have taken the evidence of a learned German jurisconsult, Mr. Bach, which, with the information afforded by Mr. Burge, the Lord Advocate of Scotland, the Right Honourable Anthony ^lake, Mr. Field, and Mr. Milnes, enable them to state that in Germany, France, Italy, Spain, the United ' States of America, the British Colonies, Ireland, and Scotland, the laws are far more favourable to charity than in England ; nor can they learn that any jealousy is felt of, or any evil occurs from, the latitude allowed, even in Catholic countries, to charitably-disposed persons to dispose of the whole or a large portion of their real property to pious or charitable purposes. In the countries of continental Europe, that provision of the old civil law which sets aside a portio legitima for the as- cendants or descendants of a testator, and which once had its counterpart in the law of England, is, up to this day, found to be a sufficient protection to the heir, while the power exercised by the sovereign, of ratifying or annulling bequests to particular charities, secures the community from the damage or scandal which a dangerous or improper disposition might give rise to. At present it is a matter of just astonishment to intelligent foreign- ers, that while the laws of Ireland, Scotland, and our Colonies assimilate more or less to those of continental Europe in this matter, those of England stand alone in their uncharitable strictness ; and this unfavourable distinc- tion appears to them, as it does to your Committee, the more unintelligible, because ' in this country all the great benevolent institutions are supported, not by the state, but by gifts of private individuals' ; whereas in those coun- tries the state undertakes to perform many of those necessary and charitable duties, which, at the same time, it encourages private munificence to aid it in fulfilling. " Having thus brought before your notice, as succinctly as is possible, the present state and practical operation of the Mortmain Laws in England, their origin, inconsistency, and complexity, the means which exist of evading them, the opportunity thus afforded to fraud and deceit, and the vriser and less restrictive laws which obtain in other parts of our own empire, as well as on the continent of Europe, and in the United States of America, your Committee think it right to add that they have carefully considered the objections which are popularly taken against a relaxation of the existing laws. These objections, like many of a popular nature, appear to have their foundation rather in historical tradition, than in a clear perception of the truth^and the feelings on which they rest may be classed as personal, reli- gious, and political. " The personal objection arises from a dread lest the just expectation of the heir should be defeated, if license to alienate real property by will to charitable purposes were allowed a testator. If, however, the expectations of the heir are to be preferred to the wishes of the testator, that preference should obviously be enforced, not against charitable uses alone, but against aU dispositions other than to the heir ; yet the law allows a man to pass over his wife and children, and to leave his property to an entire stranger. And there seems to be great truth in the opinion expressed by a witness, that if it was thought necessary to secure the heir from being disinherited quoad real property, there was even more cause for guarding him against disin- herison quoad personalty, inasmuch as the pride of ancestry, and the wish to hand down to posterity landed estates, are likely to operate in the former case as a safeguard to the heir, which he is deprived of in the latter ; whereas the law leaves that personalty at the free disposal of the testator. Your Committee would likewise suggest, that the fact of a person being anxious APPENDIX. 203 to leave a portion of his property to pious and charitable purposes, is in itself some evidence of his being actuated by high and moral feelings, and therefore unlikely to forget th^ sacred claims of kindred and dependents. " The only imaginable case in which these considerations may be supposed unavailable, is that which your Committee have recoguized as the religious objection, namely, the fear lest undue influence over the mind of a dying or languishing person, shovJd be exercised by a minister of religion in favour of charity or religion, to the prejudice of the heir. And this is certainly the objection to which they are inclined to attach the most weight. Lord Hard- wicke is even reported to have said, ' One of my chief reasons for laying a restraint on such donations is, lest the clergy of the Established Ghurch should be tempted and instructed to watch the last moments of dying persons, as insidiously as even the monks and friars did in the darkest times of superstition and popery : and if ever we should have an ambitious clergyman for a prime minister, it would be the only way to acquire an interest at court, or preferment in the Church. Your Committee would refer to the remark of the Bishop of London on this dictum, and indeed to all experience of the past, as depriving this objection of most of its force as far as it relates to the Church of England ; and they cannot but think that the authoritative statements of Dr. Cox, with respect to the doctrine of the Church of Rome, the sentiments of those who guide its practice, and the influence of public opinion on the great body of its clergy, are sufficient to dispel apprehension of the influence of the Roman Catholic priesthood. But while they think the popular fears on this subject exaggerated, your Com- mittee admit the.propriety of guarding against possible abuses by provisions founded on such principles as that of the Scotch Law of Death-bed, by which the heir can defeat a will made to his prejudice within sixty days before death, if the testator were then iU of his mortal disease, or that of the Code Napoleon, which renders the confessor incapable of inheriting from his penitent ; as well by safeguards similar to that contained in the measure now before parliament for regulating charitable bequests in Ireland. " With respect to the third objection, that which is taken on political grounds, your Committee believe very few people would be disposed to virge it at this day. T^he whole argument derived from the incapacity of land in mortmain to sustain the feudal civil and military incidents obligatory on the land, has for two hundred years ceased to have force, or even meaning, as applied to existing tenures. The dread entertained by political economists lest land held in mortmain should not be available for commercial purposes, must be now greatly mitigated by those alterations in our laws whereby every clergyman may now lease his land for farming purposes, in the same manner as lay landlords do : and your Committee would direct attention to the sug- gestions of Sir F. Palgrave and Mr. Hadfield, with respect to the possibility of devising means whereby land in trust for public purposes might, with due provision for the le -investment of its proceeds, be allowed to come into the market. The evidence of Mr. Cripps and Mr. Frere shows that charitable estates may be managed in every respect with as much benefit to the general interests of the community as those of private individuals. " But among some even of those who are inclined to attach no great weight to such objections against a more liberal law with respect to donations for charitable and public purposes, an opinion seems to exist that the various exemptions which from time to time have been granted to particular cha- rities, are so many and so ample, as practically to amount to all the relax- ation of the law that is necessary. But even if this were a correct view of the practical results of the existing law, it should seem to be but an un- soimd state of things, when exemptions from a law are of such magnitude as to deprive that law of vitality and power. But upon mature deliberation, your Committee cannot coincide in the belief that the exemptions are such 204 APPENDIX. as to render further relaxation undesirable. The whole tenor of the evi- dence submitted to them on this point is, that although many good and charitable purposes are exempted from the stringent operation of those laws, many difficulties still remain, even in the most favoured cases, and many good and excellent objects are either altogether proscribed, or sur- rounded with peril, owing to their operation. Our experience, indeed, of the results of these partial exemptions, is calculated to dispel many of the objections felt to an imiform modification of the present system of restriction. Tour Committee would direct attention to the fact, that even to Queen Anne's Bounty, a charity more favoured by the law than perhaps any other, the amount of landed property bequeathed by wUl has not been so consider- able as to warrant an apprehension that were the same favour extended to other charities, any great portion of the land of the country would fall into mortmain. " In submitting this Report to your consideration, your Committee would remark, that from the intricacy and delicacy of the question, the nicety of its details, the conflicting judgments and opinions of eminent lawers on various points, they find it impossible to present in a Report, with entire confidence in its accuracy, a full and explicit abstract of the law practically in operation with respect to mortmain and charitable bequests ; they there- fore beg leave to refer for a copious and learned digest of the historical part of the question, to the evidence of Sir Francis Palgrave, corroborated, as it is, in a remarkable manner by that of Mr. Surge ; to the evidence of the Bishop of London, Mr. Neville, Mr. Hadfield, Mj. J. Hodgson, and Mr. Mathews, for proofs of the injurious and unwise stringency, of the operation of the law ; and to that of the Rev. Thomas Sherborne, Mr. Gibson, and Mr. Jelf, of the power which exists of evading its restrictions, supposing testators are determined to do so. " In conclusion, although your Committee do not feel authorized by the terms of reference, to report in favour of any specific alterations of the Laws of Mortmain, they feel bound to state, from an attentive consideration of the evidence submitted to them by witnesses whose means of information and authority must be held to be great, that the operation of the laws is most unsatisfactory, leads to doubt, expense, uncertainty, and litigation, and frequently defeats good and pious purposes, which the present aspect of the country would induce all men to wish fulfilled ; while from the existing facilities for evasion, they cannot be regarded as serving the main purpose for which they are supposed to be maintained, by securing the heir from the unexpected alienation of property to which he might reasonably have hoped to succeed. " 24 Jvly 1844." APPENDIX. 205 No. II. COMMITTEE OF 1851-2. DIGEST OP THE EVIDENCE. Mr. Chapman, a conveyancer.^ — The proper meaning of the word mortmain is, the conveyance of land to corporations and their succes- sors, in which case there can be no death, and consequently no descent or devise, and there weerfnot be any ahenation; so that the same lands might remain in the same body for ever without any change. The •popular sense of the word mortmain is, where lands are conveyed or devised to individuals, in trust for charitable purposes; in which case, they are regarded in law (as distinguished from equity) merely as individuals; and, upon their deaths, the land would go in the same way as on the deaths of indi^dduals ; but, as a court of equity would restrain them from dealing with the lands in any other way than for the purposes designated in the trust, the lands would, in fact, not be alienable in the sense of passing from one set of beneficial proprie- tors to another. In the first place, where land is held strictly in mort- main, it remains in the same body; in the other case, the body that holds the land changes, but the trusts and purposes remain the same, so that the evils incident to mortmain are the same in both cases ; and the popular term "mortmain" is applied, as well to those gifts to trustees as to gifts to a corporation. In this state of things, ihe act of George II was passed, enacting, that no lands, or tenements, or here- ditaments, nor any sums of money, or personal estate, to be laid out or disposed of in the purchase of lands, tenements, or hereditaments, shall be given, granted, aliened, assigned, or appointed to any persons, bodies corporate, or otherwise, for any estate or interest whatever, or in any way charged or encumbered, in trust, or for the benefit of any charitable use, unless such gift be made by deed made and delivered, in the presence of two witnesses, twelve months before the death of the donor, and be enrolled in Chancery within six months after the making thereof; and unless the same be made to take eifect in pos- session for the charitable use intended, immediately from the making * This witness stated the nature of the old statutes of mortmain — omit- ting any mention of the procedure provided by law — by which religious houses were practically enabled to dispense with them, upon payment of a fine for the alienation. He also most utterly misrepresented those statutes, as interfering with conveyances to persons not incorporate, in trust for pious uses ; whereas these trusts were recognized by law up to the Reformation, and after the Reformation, for Protestant purposes, until the act of George II. 206 APPENDIX. thereof, and be without any power of revocation, reservation, trust, or - condition, for the benefit of the donor as grantor, or any persons claim- ing under him any estate "or interest". A great many cases, and a great deal of question, have arisen as to this last restriction; leaseholds for years and mortgages (though personal estate), and sums of money charged on land are within the prohibition. But there is a class of cases in which the law is in a state of uncertainty relating to property which has come into existence since the statute, consisting of gas shares, canal shares, shares in banks, railways, docks, and in public companies. With respect to any interest in land, the courts have been very acute in construing the act; and every possible interest is excluded. Even money left to build a church is held a bequest of real property within the prohibition, unless the land on which the church is to be built is already in mortmain. And land directed to he sold, and the produce to be applied to charitable purposes, is also within the'prohi- bition, as well as pure personalty directed to be laid out in land. As to personalty otherwise there is no restriction. The distinction made between personal estate connected with land, and personal estate un- connected with land, is inconvenient: it produces litigation; for, when a testator leaves a legacy to a charity, the executor is bound to divide the property into mixed personalty and pure personalty, and pay a part only of the legacy, the courts' having put this construction, that the charitable legacy is payable rateably out of both funds, and fails so far as the prohibited fundyContributes. Now, it being in doubt, whe- ther certain items are mixed or pure personalty, the executor is obliged to have recourse to the Court of Chancery to decide what he ought to pay. I think no mischief can arise from giving lands for sites of build- ings of public utUity. If land be given for a charity, the trustees can- not sell without a power in the deed. If a donor give land, it may be considered that his intention ought not to be interfered with by having the land aliened, even if the same revenue were secured from the funds; he might consider the land a better security. There could be no objection to land being bequeathed to charitable purposes and then sold, and the produce applied to those purposes, assuming that it is desirable that personal estate should be given for charitable purposes. If a testator sell his land before he executes his will, and bequeaths the money to charitable purposes, the heir is as efiectually disinherited as he could be.by a devise of the land itself. There is no advantage in keeping up the distinction between person- alty connected with land, and personalty not connected with land. The same restrictions which are applied to land should be applied to personalty; there should be general legislation applicable to both APVENDIX. 207 directed against undue influence. It is not desirable to put any restric- tion upon the power of a testator as to the disposal of his property, exr ceptfor charitable purposes. I should be disposed to give a man the right, if he pleased, to disinherit his own family. A man ought only to be allowed to leave small sums for charity. I would make no ex- ception of any charit)-, nor any exemption of any religious community, except as to land for sites of schools, chapels, and other religious build- ings, hospitals, museums, and all public institutions. The restrictions of the statute do not apply if the " use" be not " charitable". Now, there is a case, where a man left property for the purpose of building a tomb for himself, and this was held not to be a " charitable use"; and I believe, according to the law as it stands, there is nothing to prevent a man from leaving estates of any amount for the purpose of building tombs for himself in every church in England. A man might lay out all the funds he died possessed of in the erection of a mauso- leum. Any amount of real property may be bequeathed for any purpose which is not prohibited by law as immoral, or wrong, or charitable. Mr. Shelfoed. — I think the provisions of the statute of George II are more stringent than a due regard to public policy would render desirable. .There are many restrictions which operate very detriment- ally to charitable purposes : as the not allowing the donor to retain a life-interest, and allowing him to have the power of revocation ; and requiring him to live twelve months. It is inexpedient to require a gift to take effect in the lifetime, as it operates as a restraint on cha- ritable donations, and prevents many which it is very desirable to en- courage. A deed, even though it is to take effect at death, or reserv- ing a life estate, in its effect is similar to a will — is a more formal instrument ; and though a deed may be obtained under undue influ- ence, a will may be more easily than a deed, as a will is more often made without the intervention of a legal adviser. Even if made on a death-bed, it is less possible that it would be open to such influence. And though a great deal has been said about imdue influence, I have in my researches found only two reported cases, regarding Protestants or Protestant dissenters, where the question of spiritual influence has come into question, and the deeds were set aside in consequence. In both cases the bequests were for the personal use of the party. I am not aware of any cases reported of gifts in trust for Roman Catholic charitable purposes, having been set aside on the ground of undue influence by spiritual ascendancy. I think, however, the case of Mid- dleton V. Sherborne, 4 Younge and Coil's Exch. Rep. is referred to in the Report of 1844. In that case, it was held that a hill in equity 208 APPENDIX. lay to set aside- a will made under the influence of spiritual terrors. It was also laid down, that where a person acting as spiritual adviser of a testator, takes advantage of that situation to become the agent and manager of the testator's temporal affairs, and, while holding those opposite characters, becomes a devisee of very large gifts under the testator's will, there is strong ground for inquiry as to undue in- fluence. / do not agree in the opinion expressed by Mr. Chapman, as to limiting charitable bequests. I rather think that the power of testators to dispose of their property in favour of charities should not be further restrained. If it be necessary to protect children (which is not often the case) I would make a difference : that if a man had children, or other near relatives, he should only be allowed to leave a smaller por- tion to charities than in other cases. There used to be a similar law in this country. I am not aware of any cases of undue spiritual influ- ence exercised in the Koman Catholic body, for the purpose of obtain- ing charitable donations. Mr. BtTNTiNG said : — I do not see why a person should not be per- mitted to dispose of his property, for charitable purposes, by vdll, as well as by deed. A will is revocable, and affords opportunity for re- consideration ; a deed conveying property for charitable purposes is not revocable. I do not think that any practical mischief would ensue, as regards any of the objects against which legislation is directed, if the power of devising realty were given, as well as of conveying it. I think that the main point is, to get a law resting upon a good and firm foundation ; and that there would be plenty of checks (in the natural cupidity of people, and their proper regard for the interests of their families, and numberless other considerations) upon any impru- dent use of it. I am very much confirmed in expressing that opinion, by what appears to me the very general testimony of two gentlemen, who were examined before the Committee of 1844. I would give an effectual and fair restraint upon the gift of property for charitable pur- poses, whether by deed or by will. I would put an additional restraint upon wills made for charitable purposes, not put upon wills, when made for the benefit of individuals. I would require such a period to intervene between the execution of the will and the death of the tes- tator, as would, as far as possible, insure the absence of undue death- bed influence. It does not appear to me, that any law can prevent the continuous operation of a class of principles or feelings upon any man's mind, carried on during a long course of years, inducing him when well and perfectly collected, to dispose of his property for cha- ritable purposes. I would not require any additional formalities in the execution or attestation of wills when made in favour of charitable or APPENDIX. 209 religious purposes. The law is so strict as to be continually hrolcen. Requiring an official person to attest a will by which property was given for charitable purposes, would operate as an undue restraint. Testators disposed, from motives however proper, to give their pro- perty, or any portion of it, for charitable purposes, are extremely anx- ious not to have the fact known : and that applies equally to the case of a small legacy as to the case of a large one. The requisi- tion of an interval of twelve months between the making of the deed and the death, is objectionable: a shorter time would be sufficient; It is a great evil to keep property of large amount in uncertainty for any length of tiine; and that is a reason for imposing as little limitation as you can consistently with the general object of the law. There should be as little interference with property as possible. The system of en- rolment is defective; secret trusts are favoured by the illiberal policy of the present law; i. e. its stringent provisions. Then as to the requi- sitions, that the deed shall take effect immediately and be irrevocable, and that there shall be no reservation — they apply equally to sales, as to where there can be no reason for such provisions, and they work in a manner exceedingly objectionable. / see no reason why a volun- tary gift for charitable purposes should he made to take effect imme- diately in possession, and he irrevocable. The policy of the law ought to be, to leave'the donor as long and as large a discretion as possible. If there were any difference, it ought to he in favour of a will which is revocable, as against an irrevocable deed. Then as to the requisition prohibiting any revocation, or condition for the benefit of the grantor, the same principle applies as to the case of gifts; but in the case of sales it is most absurd and grievous. The system of secret trusts would be prevented by empowering real property to be devised by will> and empowering the donor to retain a life-interest or any funds or benefit for himself or wife, or any other dependent. While the law, to use Mr. Jarman's language, compels people to have recourse to evasive expedients in order to defeat its stringency, the tendency would not be checked by increasing the stringency of the provisions of the law. By the act of George II, property is not prevented from passing to charit- able purposes, but legal difficulties are thrown in the way of all legal transactions connected with property. It operates, in some measure, as a discouragement upon transfers of property to those purposes, but to no great practical extent; to nothing like the extent to which a really good law, based on sound principle, would operate. With re- spect to gifts of personalty, I would apply the same restrictions to per- sonalty connected with realty, and personalty unconnected with realty. I would require that the party should live six months after execution 310 APPENDIX. of the gift, and leave the general question of incompetency, actual or constructive, to be dealt with by the Court of Chancery. In all the cases I have seen (and they are very numerous), / have never known a case of an improper disposition of money to the disparagement of the just claims of family or kindred; I think those attempts are extremely rare. Thomas Bates, Esq., conveyancing harrister. — I know of attempts made to evade the act of George II, especially one used in the Metho- dist connection. It is this : that the testator should leave his pro- perty to trustees, upon trust to sell and to pay the proceeds to certain parties whom he should name, and then he leaves the necessary secret instructions with other parties, which are not to be delivered until the property is sold: and then they expect that these parties would apply it according to those directions. If the document containing the secret instruction were duly attested under the present wills act, it would be a testamentary paper; as it would have been under the old law. And if there had been any communication between the testator and trustees, then they would be trustees in equity as if the document had been part of the will; but it is a very much mooted point, what the effect would he if there had been no communication between the testator and the devisees, and they admitted that they intended to apply the property to charity. In that case, I think the best opinion is, that the court would hold that they were bound to apply it to charity, and, if the charity were illegal, the heir would take it. The practice pre- vails to a very great extent among dissenting communities. The laws have been extensively evaded: I mean among the Quakers, the Bap- tists, and the Methodists. I have not known of any similar cases among the Catholics. I think the law ought to be the same as to real and personal property; and as to all religious communities. I would not shut out all gifts by will. It should depend upon the relatives a man has. If he have near relations — wife and children — ^he ought not to be allowed to leave anything to charity; but, if he have no near re- lations, he might be allowed to leave a certain portion, according to the amount of the property. My attention has been called to undue influence of solicitors, not of clergymen. Solicitors have, from their position, opportunities of carrying into effect purposes of their own. For instance, in one case, the solicitor was to manage secret trusts. The case would not be met by incapacitating persons filling fiduciary positions from taking any benefit, or holding the ofiice of executor or trustees. I think it is beneficial for the country generally, that a tes- tator should be able to do whatever he likes with his property. But I think it is necessary that parties who are likely to be influenced im- properly, oiight to be restrained in the exercise of this power. And I APPENDIX. 211 have found, that parties who gave most money to charities are liable to be imposed upon, they are more easily induced to give property for charity, because, when a man is dying, he generally supposes that he is saving himself by giving his property to charity. The Church of England, in the Prayer Book, holds out encouragement to persons to make bequests of their money for charitable purposes, as a means of saving their souls, or aiding them in that way. There is in the " Visita- tion of the Sick" a direction, that the minister who attends upon a man's death-bed, ought to see that he shall give money to the poor, or endeavour to obtain money for charitable purposes. If persons will not give to charity in their lifetime, they ought not to have the power of leaving to charity after their death. I have never known a case where a clergyman of the Church of England was involved in anything unfair about a will for a charity. All the cases I know of are where dissenters, and missionaries, and people of that sort, have been cour cemed. Mr. HiTCHiN, assistant-secretary to the Bible Society. — There are many cases in which persons are suddenly brought low, and make their wills and leave bequests to charities. It is not an unfrequent thing for a bequest to be made three months before death or less. If the law were, that no bequest should take effect if not made six months before the death of the testator, it would materially affect us. And if any additional formality were required, either that the vidll should be exe- cuted before an official person, or in any other form than is now re- quired, it would be prejudicial to our Society. We have lost several bequests through the operation of the act of George II. The Rev. Henky Venn, secretary of the Church Missionary Society. — Out of thirty- one legacies received by the Society, taking the time between the date of the will and the time of its being proved, seven were made under six months, and four under twelve -months. My experience leads me to suppose, that a good many wills are re-made towards the period of a person's death, so that a restriction against charitable legacies under a wiU made within six months of death, would deprive us of many legacies which had been intended for, and bequeathed to the Society, for many years. One of the wills to which I allude, contained a legacy of £8,000; suppose that a previous will had been made, with the same legacies, a considerable time before death; yet, if a new will were made within six months, and I have known such cases, we should have been affected by. the law. *rhe Right Hon. Pembekton Leigh. — The policy of the act of George II is, that a person shall give against himself, and not against his successor; that if he makes a gift, he shall give out and out; that p3 212 APPENDIX. it shall not be a posthumous act; and that he shall not retain a bene- ficial interest in the property, or have the power of defeating his own gift. If there were a clause added to the gift, be it by will or by deed, that the land should be sold and the money invested in the funds, I think that would preclude the necessity for imposing any restraint upon the alienation of real property for charitable purposes." The act is attended with extreme inconvenience; because any property consti- tuting a specific lien upon land, is considered, though personal estate, as coming within the operation of the act. The consequence is, considerable litigation; and, if the strict law were.always administered, scarcely any property could be safely administered. I do not think that, with regard to the law generally, which regulates bequests for charities, it is expedient that there should be any alteration in the law. I have not seen any practical inconvenience arising from it. I do not remember any cases in which large sums — large in proportion to the means of the persons giving — lave been bequeathed or given to cha- rities; of course there have been cases in which indiscreet and foolish dispositions have been made for charities as well as to other purposes; but I do not recollect any particular instances. I have not practically seen, that the exercise of individual discretion in making donations or bequests of personal property, has been carried to such an extent in this country, as to induce me to recommend any proposition for ex- tending to such gifts or bequests the restrictions which prevail with respect to real property; on the contrary, I submit that the power might be enlarged to the extent I have mentioned already, i. e. that such bequests should not be made void so far as they are given out of personalty savouring of realty; I have not observed any inconvenience from the law under which the Court of Chancery sets aside deeds and wills obtained under undue influence. / have known many instances in which bequests have been impeached on the ground of their having been obtained by individuals for their own benefit, but I do not recollect any instance in which it was alleged, that a bequest in favour of a charity had been fraudulently obtained. The Court of Probate would refuse to give validity to a bequest in those cases in which the Court of Chancery would set it aside. Few wUls can be disposed of where legacies are given to charities without a suit in Chancery; and where a suit does arise, the expense of making the apportionment is enor- mous. The books are full of cases in which questions have arisen, whether particular portions of property came within the description of personalty savouring of realty. The law is uncertain, therefore, as to what descriptions of property come within the operation of the act. I should not recommend, with respect to personal property, that the APPENDIX. 213 same rule sliould be applied to what is called pure personalty, as that which now applies to personalty savouring of realty. I do not think that the inconveniences arising from gifts of personalty in favour of charities, are such as to require legislative interference. The evil, practically, might be remedied, if the court could do that justice to charities which it does to all -other parties, namely, by marshalling the assets; but, if a legislative remedy were introduced, I should think the object would be effected very well by declaring, that charities should, with respect to legacies, be upon the same footing as all other legatees, except that no specific gift of leasehold, or mortgage,, or specific lien upon land, should be permanently vested in charity. Of course it depends entirely upon the view taken of the policy of per- mitting gifts to charities at all: I do not see any inconvenience in it; but supposing it permitted, I can see no difference between a legacy being raised out of a mortgage, out of leasehold estate, or out of any- thing else, and being raised out of pure personalty; but there is great objection to permitting a leasehold estate or mortgage to be vested in a charity, because it brings with it the whole inconvenience against which the statutes of mortmain are directed. I think the law, as it stands, sufficiently guards against the evil of undue influence. Sup- posing undue spiritual influence to exist, I do not think any extension of the law desirable to meet such a case: I do not see how it is pos- sible. If it be undue influence, it amounts to what a court of equity calls fraud; if it be not undue influence, I do not see how you can provide against it. The question of making any person, flUing a fidu- ciary position, incapable of being executor or trustee of a charitable will, is so very important, that I should hardly be inclined to give an opinion upon it until some cases of practical inconvenience had arisen. It would apply, not to the case of charities only, hut to all persons at- tending about the death-bed in a fiduciary relation. There would be great inconveniences in adopting such a rule ; persons in a fiduciary re- lation are often among the nearest relatives of the party. I do not think it desirable to give any court power of setting aside a testamen- tary charity, where undue influence, not amounting to fraudulent in- fluence, can be' shown to exist. W. H. KiDDELL, Esq., Roman Catholic, conveyancer and barrister, brother of Mr. Riddell, of Cheesebome Grange, Northumberland. — The more ancient of our charitable foundations, prior to the statute of George II, are regulated by means of two or three sets of deeds. The first is the conveyance to a Protestant trustee ;* the second declares * See the example cited ante, p. 63. 314 APPENDIX. the trust of the deed to be, to pay over the annual proceeds ' to a Ca- tholic trustee ; and then the latter has a letter, directing him to what particular objects the funds are to be given. The reason of the arrange- ment was, that the transaction, being for lloman Catholic purposes, was (thus) void. It was^ the practice of Koman Catholic donors to state the objects of the gift in the broadest and most general terms, to prevent discovery. The foiTa of the old foundations is still followed to this extent, that the property is vested absolutely in persons, with- out any express trusts being declared. I have advised the plan gene- rally adopted in dissenters' foundations : to vest the legal estate in one set of trustees, and declare the trusts of the deed by a second deed, so that the trusts may not appear on the title, and then to enrol both deeds under the act of George II ; but this plan has not been approved of, for this reason, that the legal estate might come to persons over whom the Roman Catholic bishops would have no control, as the heirs of the surviving trustee.* No deeds for Catholic purposes are enrolled. I consider those deeds would bind all parties taking an interest under them. Upon a gift for spiritual or ecclesiastical purposes of the Roman Catholic Church, a bishop of the Church of Rome would be examined, and his evidence be conclusive as to the nature of the purposes, and the discipline of the Roman Catholic Church. The subject of superstitious uses seeiiis to be in a very anomalous position. If money be given for the main- tenance of a Roman Catholic priest, -it is a valid donation ; but if you couple with that donation a request or trust that he shall say prayers for the dead, you render the gift "superstitious", according to our interpretation of the law. There is an objection to the present state of the law, allowing personalty to be given on a death-bed without any restraint. It is well that ministers of religion should be guarded from suspicion of influence, which might interfere with the exercise of their spiritual functions. But I should not recommend the imposition of the same restrictions upon personalty, as are imposed by the act of George II with respect to realty. There ought to be the power of giving personalty by will for charitable uses. I am not prepared to say what restrictions I should recommend ; but I conceive the principle of the Scotch law is sound, that the testator should not execute his will in his last illness, and should be able to attend to his affairs after * Who might be Protestants. Mr. Riddell represented the bishops as apprehending that they might lose the control over the' charity. Would it not have been more fair to state it thus, — that the charity might be wholly lost to the Catholic Church ? Of course, if trusts are legally declared, they are enforceable only so far as the law allows of them. APPENDIX. 215 its execution. The provisions of the law are too stringent to be ap- plied to personalty. J. Beat, attorney (Protestant). — I was solicitor in the Brindle will case : other cases in consequence came under my cognizance.* One was that of Miss Salmon's will, leaving about £10,000 for masses, etc. There was a "spiritual will". The Northumlerland Riddetls were very much annoyed hy that v>ill:\ they say that about £20,000 passed from that old lady, which ought to have gone to her nephews and nieces. Roman Catholics have said, "we have been injured by rela- tives having been induced to leave money in this style". There ought to be a check where parties in extremis leave money to persons not related to them, disparaging brothers and sisters, or nephews and nieces.J C. F. Skikbow, Esq., solicitor, of the firm of Gregory, Faulkner, Co. — My firm were solicitors in Metairie v. Wiseman. I conducted the suits ;§ and, in consequence, the law of mortmain was under my attention for a considerable time : and I arrived at this inference, that with reference to personal estate there is no protection at all.|| I think Metairie v. Wiseman (Cardinal Wiseman was only nominal defendant, because he was vicar-apostolic when the suit began ; he never had anything to do with the transaction) shows that there ought to be re- qiiired in cases of personalty, as in realty, that a deed or will should be executed a certain time before death, and with a clause of revocation.^ If these things had been required, that case could not have occurred.** They gave Carri power of revocation ; but they gave it to a clergyman, and did not leave the power with him, so that they could not revoke. ff * He mentions the cases stated by Mr. Eastwood, and satisfactorily ex- plained by Mr. Sherborne, ante, p. 113. t Which may account for the tone of Mr. Riddell's evidence. j Although, like Mr. Heatley's nieces, they have J10,000 each, in their own right ! § And admirably qualified, on that account, to express an impartial opinion. II Exactly the opposite inference to that which the case justly leads to ; and that which tie great equity lawyer, Mr. Pemberton Legh, states in his evidence — that no new law is required to protect parties from undue influ- ence on testators. If it were otherwise, how could the court have entertained that case, which, pertaining to personalty, was not affected by the statute of George II, and was left to the general rules of equity ? Tet, if undue influ- ence hadbeen established, the court could have set aside the wiU. What is evidence like this witness's worth 2 IT Exactly what the act of George II does not allow! ** How so 1 See the very next sentence. How carelessly he speaks ! ft Bevoke what 1 The deed simply re-transferred the stock into Carry's name, adding Cooke as a co-trustee ; Carre alone having power to alter the disposition of the fund, which, during life, was not to pass from him. So, in fact, he never lost the disposition of the fund. 316 APPENDIX. The Attorney and Solicitor-General have told me, that they never' knew a case in which an information has been filed by a Roman Ca- tholic against a Roman Catholic priest, for the administration of a charity.* In Carre's case, the deed and will were prepared by Mr. Cooke, a barrister, without the intervention of any attorney: in an emergency of that kind, this would not be irregular ; but he ought to have taken instructions from the testator.f He made another will, for a Mrs. Tucker, who died last year, aged 89. She made Dr. JMagee residuary legatee, and also co-executor vidth Mr. Corhead, her brother- in-law. She leaves to her servant £100, and part of her books, furni- ture and linen ; to her brother and brother-in-law the rest of her goods ; leaving a number of legacies to relatives and priests, and pro- viding that if any of the latter should fail or become void by reason of any rule at law, they should go to the residuary legatee. The brother- in-law is badly off. I have seen Mm once or twice,\ but he does not wish anything to he done.^ In another case, a Mr. De Sa, who had no near relatives except nephews and nieces, most of whom lived in Portugal, made a will leaving various sums to Catholic priests. || Then there is the case of Mr. Taylor, of Weybridge. He left all his real and personal property there to his children for their life, and at their deaths to the Roman Catholic bishop. There was considerable fraud with reference to this will. I believe the story was, that the old gentleman made a family will, which all the family knew of; but after his death they found, to their surprise, another document, altogether unlike the one which the family had known of, and this was proved.^ The family are not disinherited by the wiU ; they have possession of the property for life; but they are not in such "possession of the property" as would be ordinarily understood : and the use of that word by the cardinal was a " pure fraud" .^^ * Did they tell Mr. Skirrow the reason ! That discloaure would invalidate the trusts, under the statute of superstitious uses ; and that it was rarely, if ever needed, because Catholic priests honourably fulfil the trusts. See evi- dence of Mr. Gibson, 1844, ante, p. 93. t Precisely what he did do. See the statement of the d9,se, ante, and the evidence' of Mr. Cooke, post. This witness speaks with such carelessness, that he does not even seem to know or think what he says. How could it be otherwise : a heated and interested witness, ex parte and unsworn ? % With what amiable intentions, may be inferred from the next sentence. § Greatly to the disappointment, no douht, of Mr. Skirrow. |[ Why not ? No near relatives, and those he had distant, and not in want. This man, like all of his class, seems to speak of any legacies to a priest as a sort of crime, or, at least, a subject of suspicion. What a love of religion is here shown ! T An audacious mis-statement ! Mr. Taylor distinctly stated the family not only knew of it, but assented to it, all but himself. ** This is quoted as a specimen of the reckless and injurious assertions of APPENDIX. 317 There was another case, of Kelly v. Norris, mentioned by Dr. Cox before the Committee of 1844. The old lady transferred £40,000 stock in trust for the bishop of the district, reserving a life-interest,* with a power of revocation. The deed was in the same form as in Carre's case. Some time after she made it, a nephew of hers, named Kelly, came to her house : he and his wife paid great attention to her, and she was desirous of revoking the deed. She was getting very old and very ill. The nephew was alarmed about the deed : he was told by the old lady that some deed had been executed, but she did not know what the effect of it was.f A deed of revocation was signed, reciting that some deed had been signed ; and the old lady died. The relatives applied to have the stock transferred to them. It was refused, and there was a suit. The bishop filed a bill to set aside the deed of revocation, as a fraud upon the old woman.| J. A. CooKE, Esq., barrister at the Chancery bar. — I have practised for thirty-two years. I have been a member of the congregation of Somers' Town chapel for eight or nine years, where M. Carre con- stantly attended. I have known Mr. Holdstock, the priest, since 1837. On the 29th February 1847, he told me M. Carre wished me to assist in making a disposition of his property. Mr. Holdstock is a man entirely devoted to his priestly duties, living for the last twenty-five years among the poor of his district ; and he was to acquire no personal advantage from the transaction. I saw M. Carre, § and asked him what these unsworn witnesses. The man contradicts himself continually. " Not disinherited"; "in possession of the property", yet "not in possession": use of that word " clear fraud". He is very fond of the word "fraud", and con- tinually suggests the idea. His class look at wUls for charity, as thief-takers do at poor men, with a kind of political and morbid suspicion, which would be ludicrous, if his language were not so reckless. It makes one indignant to find men permitted to broach their careless slanders, with flippant fluency, before a Committee of the House of Commons. * Just what the act of George II prevents as to land. + Evidently too far gone to understand. X Now what is observable is, the utter absence of any indication of in- dignation on the part of this solicitor, so scrupulous and suspicious when bequests for charity are- concerned. Doubtless he thought the conduct of the nephew exceedingly shrewd, sagacious, and sensible ; and chuckled at his success. But if the case had been reversed, and the property by the first deed had been left to the relatives, and the priests had persuaded her to revoke in their favour at the last hour, what would have been said 1 How illustrative is this of the hypocrisy of the horror so shamelessly professed about influence used for the purpose of procuring bequests for pious uses. It is clear that, as the whole history of the subject shows, the tendency of Protestantism is to make people use their influence with testators only for themselves. § This was on the Monday. A whole week intervened between this and the death. Is not this as good as a month, or a year ( 218 APPENDIX. disposition he wished to make of his property. He then, without hesi- tation, freely, and in the tone of a man who was acting on his own judgment, stated that he meant to leave £7,000 stock for the benefit of the girls' Roman Catholic school attached to the chapel, and £3,000 stock to his relatives. I advised a: deed as to the former, and men- tioned particularly the clauses I should suggest. He was in his perfect senses, and fully comprehended everything.* He died on the Satur- day following. The deed transferred the £7,000 stock to his iiame, with mine as co-trustee for the school after his death. I took away the deed as trustee, with M. Carre's assent. It is the common prac- tice to do so. There was a power of revocation, and he could have revoked by sending to me for it — ten minutes' walk from his residence. If he had desired it, I should have at once re-transferred the stock. I had a position in the world, and should of course have regard to that. In fairness', the document should have been in possession of the person who had to act upon it at his death. The medical man called upon him every day ; and if he had desired it, could have sent to me through him. On Saturday morning I heard Carre was alive : I saw the land- lord, and told him if M. Carre desired to make any, alteration, to send for me, I went to the Bank that day, to execute the transfer of the stock into the names of the trustees. The transfer was efiected before half-past one. On reaching home I called on M. Carrfe, and found he had died about four o'clock. After the death, the dividends were ap- plied to the support of the school until the suit was instituted. I am satisfied the testator intended to make the disposition ;f that he con- sented to the deed ; and that the transfer was executed before death : and I see nothing improper in the transaction. J I considered it evident that he was in a disposing state of mind. ^ As to Mrs. Tucker's will, she said no one should make it but me (she had a distrust of attorneys) ; and her own solicitor said she was in very good hands. The instructions given to me by Mrs. Tucker as to the way in which Dr. Magee, her residuary legatee, was to apply the residue of her estate, I decline to state ; having been given con- fidentially, and not having been testamentary, they could not be proved as such; they did not recognize a trust; they were only recommend- atory. The property was given absolutely for his own use. As to the * Here is the whole case. What pretence could there be for impeaching it? None, that was not prompted by intense hatred of religion, and a morbid sugpicion of Catholicism. > t Who can doubt it 1 t Nor any one else, except those who hate bequests for pious purposes. § What more could be required ? APPENDIX. 219 purely personal estate, if the paper had formed part of the will, they would have been valid trusts. Part of the property was leasehold, however ; and if a charitable disposition had been made of it, it would have failed under the statute of mortmain : and, knowing that she had entire confidence in Dr. Magee, that he would do what she wished with the money, she made these recommendations by private instruc- tions ; and they were not inserted in the will, expressly by her own direction. The intention of the testatrix was to prevent litigation, and to leave it in the absolute discretion of an individual to dispose of a fimd, not to make it a trust. The LoKD Ppovost op Edinbtjbgh. — There are in Edinburgh some large charitable institutions. The first and most extensive is Heriot's Hospital, founded in the reign of James I, and richly en- dowed, having a revenue of £16,000 a-year, for the maintenance of boys.* It contains one hundred and eighty, who receive board, cloth- ing, and education. This is the wealthiest and most ancient. Then there is Watson's Hospital, for a similar purpose. There is Donald- son's, and Chamber's, and Stewai-fs. Donaldson left £21,000 for the hospital, which has been built at that cost, out of the interest. There are many others. Heriot was a benevolent man, and provided for all his relatives :\ but where proper provision was not made for them, as in the case of Donaldson, who neglected his own relatives for the sake of this hospital, parliament should see that proper provision is made. These institutions were zM founded since the Reformation,^ and gene- rally arose from personal vanity ; to have the founders' names handed down. These funds all arose from land ;% and the increase in the value of the foundations has been derived chiefly from an iterease in the value of the land. The Right Hon. T. B. C. Smith, Master of the Rolls in Ireland.— The old statutes of mortmain were introduced into Ireland by Poyn- ing's act, in the reign of Henry VII. The 9th of George II was never introduced into that country ; and the only enactment in force in that coimtry in any way corresponding with it, is the sixteenth clause of the Charitable Bequests Act, passed in 1444, which provides that no donation, devise, or bequest in Ireland, shall be valid for charitable or pious uses, unless the deed or will be executed within three months * This evidence is interesting, as showing what magnificent foundations exist in a country where there is no law like that of George II. t These times were stUl half Catholic. X It has been already shewn that neglect of relations, and death-bed bequests for charity, arose under Protestantism. § Compare this with the evidence of Sir F. Palgrave, as to the eligibility of land as an investment for charity. 320 APPENDIX. before the death of the person executing the same, and unless the in- strument, if not a will, shall be duly registered within three months after the execution thereof. As to charitable uses themselves, the law- was much the same in both countries. But as to superstitious uses, the statute of Henry VII did not extend to Ireland. The legality of bequests for masses has been decided by Lord Manners, and by the present Lord Chancellor of Ireland. At the common law, bequests for masses were lawful in both countries. It is laid down by Littleton, that they who held in frankalmoigne were bound to say masses for the souls of their founders.* There are several grants in England and Ireland, in which that particular duty was imposed ; and I believe a part of the property held by the dean of St. Patrick or Christ Church, was granted on condition of saying masses for the soul of the founder, the then King of England. In England it was rendered illegal (at least. Lord Cottenham thought so) by the statute of Edward VI. As to the law of mortmain, I cannot recal any case in which abuse has arisen from the absence of such a law in Ireland. The Roman Ca- tholics would object to it. The Protestaint Aeohbishop op Dublin. — It is my opinion that we should scrupulously guard against the danger (which is consider- able) of people almost in articulo mortis making very rash bequests, and leaving their natural heirs ill provided for, sometimes not provided for at. all; and if any provision could be made that would not interfere with a sober, deliberate, and well-advised bequest, I do think that would be very desirable. Complaints have been brought before me privately, and in which I found that I couM not interfere at all, and it seemed to me a grievous hardship, in cases resembling those collected for this Committee by my registrar. No cases have come to my knowledge, except those connected with the Roman Catholic religion ; and that might naturally be calculated upon, from the circumstance of their being so predominant in point of numbers. I am far from saying that equally objectionable ones might not take place in other commu- nities. I think from those cases which have been brought before me, and some similar which have been collected by my registrar, that further restriction would be desirable. C. Wale, Esq. (Protestant) barrister. — I am son-in-law of the Archbishop of Dublin. My attention was directed, when in Dublin, to the subject of the law as to charity. I went to the Registrar of the Consistory Courts, and looked through a number of wills with his assistance,! confining myself strictly to those cases in which the death * See ante, p. 28. t Only CatholiQ wills, it turns out. APPENDIX. 231 of the testator took place immediately after the making of the will.* The first case was Marcella Ayres. The date of the will is 5 Sept. 1844 ; and the date of the death the same day. The property is sworn under £4,000. The executor was the Rev. W. Yore, a Roman Ca- tholic priest. £800 is given to charitahle institutions ; £500 is given to the Rev. W. Yore : and £300 to other persons. I do not know if there were any relatives of the testatrix living.^ The next case is the will of Ann Halpen. The executor was the Rev. R. O'Hanlon ; date of will April 1, 1848; date of death April 15, 1848; property sworn under £450. There are three charitabIS bequests, and £50 for masses; a legacy of £100 to Mr. O'Hanlon ; and one of £100 to another per- son (a lajTuan) ; and two smaller legacies to other parties. The resi- due, £300, to Mr. O'Hanlon in trust for a niece,J £100 of which was to be paid for apprenticeship, and £200 on her coming of age or mar- rying with his assent ;§ but in the event of her dying under age, or marrying without his consent, || the money was to go to the residue, which was bequeathed to him ! I made no inquiries with reference to the relationship of the other legatees, and can furnish no information as to whether the testatrix had any relations living.^ Then there is the case of Elizabeth Smith : date of will 7th August, 1849 ; date of death next day : executor the Rev. J. Kavanagh ; and the property sworn under £2,000. The bequests were, two to clergymen, three to laymen, and the residue (about £1,800) to the executor, for "charitable pur- poses", not stating what. Only £120 went to any person who could be a relative.** The wills to which I have referred were entirely those of Roman Catholics. I made no further inquiries, hey and the particu- lars I have communicated. W I wished only to have all wills which ap- peared upon the face of themJJ to have been made under suspicious circumstances. * Why so 1 Plainly to produce prejudice. t Then what was the case worth ? i Her only relative : a young girl, whom she was anxious to leave under the care of an aged priest. § That is, within age. His assent was not required after she attained her majority. The witness took care not to mention that ! II Underage. Was it fair to suppress this ? IT Was it not audacious in a man to come forward with these cases, after having shut his eyes designedly to the only facts which could at all make them useful or material ? ** He did not know nor care whether she had any relatives living. +t Of course not. Heonly sought for what would suit his purpose. Perhaps a more flagrant specimen of getting up was never presented. And what an exposure ensued when the party so cruelly misrepresented by this candid and impartial Mr. Wale came forward to explain the cases. XX Taking no care to find if on the facts these circumstances were ex- plained. Was it not unjust to publish such exfarte evidence ? 222 APPENDIX. Rev. J. Katanagh, Roman Catholic curate of Kingstown, Dublin. — I have read the evidence of Mr. Wale, vsrhich refers to the will of Ehzabeth Smith; on the 7th August (date of will) I was sent for from Mrs. Smith, who was dying of cholera: I went immediately. Her only son had just died of cholera : he was her only relation. A clergyman present wrote her will at her request. He did so because there was no one else to do it. There were only two other persons (women) present. There is in the diocese a statute restraining clergymen from writing wills if any else are capable of doing it: — "Sub nulla prcetextu testa- m,entum scribat sacerdos, si alius ad id satis periius inveniri poterit." The testatrix was in perfectly sound mind. Three years have elapsed, and no one has come forward to claim, relationship with her. "With respect to Marcella Ayres, she had no relation or friend, and Dr. Yore acted as her guardian. The money she left by her will was invested by her while Dr. Yore was away, in his name and in her own, and so it continued till her death. So that, if he had not got a will made before she died, he woiild have become absolutely entitled to the whole of her property. And the effect of the will was to deprive him of the right he would otherwise have had to it; she wished it to go to him during his life absolutely, for his own use, and he did not wish to de- prive her of the happiness of giving it to charitable uses while she lived, and suggested the will with that view.* The Rev. R. O'Hanlon, Roman Catholic clergyman of Dublin. — As to the will of Anne Halpen, the lady pressed me to become her execu- tor, and act as guardian to an orphan niece. The will was made by a solicitor, Mr. Sinnott, who is present. Mr. Sinnott, solicitor, Dublin. — I drew the will of Ann Halpen from her own instructions ; and I saw it executed. The clause in the will as to Mr. O'Hanlon's control over the niece, was inserted, without his knowledge, by her direction. The object was that the niece, being an orphan, might be protected. James Vincent Haeting, Esq., solicitor. — I come in consequence of a request made to Cardinal Wiseman that he would name some person of whom information might be obtained.f I have acted as his solicitor some years. There could have been no enrolment of deeds relating to land, applied for purposes of the Roman Catholic Church, till within the last few years, because it would only have been a means of recording a forfeiture; and for some time after the act of 1832, the * Here is the "rapacity of a Popish priest": getting a will made to divest and deprive himself of property ! t See aTite,. p. 147. A great part of his examination related to the ad- ministration of trust property, -which, being utterly irrelevant, is omitted. APPENDIX. 223 construction was doubtful, so that parties would not venture to do that which would expose them to risk and danger.: as regards the past, it was still impossible to enrol; as respects ^^ future, where land has been acquired for a specific intention, and the trust could be declared, the deed has been enrolled. Before the year 1832, all land given in trust for the Roman Catholic chapels, was liable to forfeiture. And the act of William IV made the grant of land upon trust for Roman Catholic chapels valid, supposing the requisites of the 9th George II are complied with. But it would be liable to forfeiture still, if it came within the definition of "superstitious uses". If a suit were instituted against a person as to the application of trust property under these circumstances, he might conscientiously set up the possibility of for- feiture under the act of George II or the statute of superstitious uses as a reason for not answering interrogatories, or making discoveries in chancery. On a devise in absolute terms to the bishop of a district, I should consider, that he could take it, so far as the property was con- cerned, absolutely ; but that he would consider it in this way, that the testator had devised it to him as bishop, upon the supposition that the uses to which it would be applied would be Roman Catholic or cha- ritable. I do not mean strictly charitable purposes; but that it would not be for himself only. There could be no legal obligation upon him to do so, but he would feel a moral obligation to use it for the advancement of the Catholic Church. No property has ever been left so to Cardinal Wiseman. He has the administration of property left to his predecessors. f I do not know the amount, I only can know with his permission: my means of knowledge are not so great. J I could not communicate what I know, as I only obtain the information in my professional capacity. I decline to give the Committee such information; and, if I were the Cardinal, I should decline to answer such a question. I refuse on the ground of professional confidence, and also on other grounds. The Cakdinal Archbishop oi" Westminstee. — Property given for charitable purposes is, I think, entitled to the same protection as property given to a stranger. Persons sometimes pass over their children and give a portion of their property to strangers; that is not * The Committee had nothing to do with the administration of charitable property, but only its acquisition; and therefore had no right to ask any questions as to its application. t The object of obtaining these answers was, to get an excuse for calling the cardinal ; but the previous note shows there was no just pretext for so doing, seeing that the questions related only to the administration of trust property. 234 APPENDIX. considered to require any legislative interference. I do not think yofl reqxiire any greater protection against bequests made to charity than against bequests made to persons who may exercise an undue influ- ence in their own favour, which is more probable than that undue in- fluence should be exercised in favour of a charity. I wish to add, that in all reasoning on this matter, the influence of a clergyman in favour of a charity — say of a school— is spoken of as if used in his own favour and self-interested. Yet he, personally, gains nothing him- self. And I cannot comprehend the horror entertained of a priest using any influence in favour of the poor, while so little is expressed about an individual's exercising it for himself and his own family. In the pre- sent age, I do not see any necessity for any restriction of gifts_,for re- ligious or charitable purposes. As far as I can judge, / thitih the ten- dency of persons, in our times, is much more to take away from religious and charitable objects than to give to them; and I do not think, that a disposition, which requires encouragement, should be put under re- strictions tending to prevent the performance of the duty of charity. I think any legal restrictions deserved consideration whether they ought not to be altered. I do not say, but that a necessity m,ay arise for a provision to prevent the accumulation of land. I see the possi- bility of abuses arising from large quantities of land accumulating in particular hands; though I do not conceive, that that was the object of the original laws of mortmain. I suppose it is now admitted-, on all hands, that it was more the loss of rights that arose from land to feu- dal services, than any real anxiety about preventing the accumulation of land in particular hands, which led to those laws. But I say, there may be difiiculties about the accumulation of large properties in par- ticular hands. I know that there are persons, of high character as financial scholars, who think differently, but I say that may be con- sideration. Stm, I can hardly conceive that the restraints of the last century upon the subject, are very necessary at the present time. The existing laws of mortmain tend to restrain endowments for very im- portant religious purposes, more than is called for from the real cir- cumstances of society. I think the present state of the law has had the effect, in past times, of preventing declarations of trusts, and has led to far the greatest part of Catholic property being left without any trust whatever, it being settled as the absolute propertyof the holders. The mortmain laws have acted together with the particular laws affecting Catholic property. There should be an abolition of the law of superstitious uses; and a good title should be given, upon proof of application, for a certain number of years. I do not think that any limit need be placed to the power of be- APPENDIX. 325 queathing property to religious purposes. Whatever need there may have been in past ages, I do not think there is any need at the present moment of any restriction on doing charity. I do not see why it should not be left in the same way as other dispositions. I should say there is no need for putting a restriction or limitation upon it. I believe, that where a person has committed injustice in this life, he is bound on his death-bed to repair that injustice to the best of his power; and the Catholic doctrine of restitution does not give a hope of pardon to a person who does not endeavour to make up for his past injustice if he can do so; therefore, if such a person is dying, and he has property, and his family is not injured by it, it is not undue influ- ence on the part of the priest to tell him, that he must endeavour to make up in some way for past injustice. And again, if a person hasj through the whole of his life, disregarded the duty of charity and giving alms in proportion to his means, I think he is bound lo make \ip for that neglect of a serious Christian duty when he comes to die; and in that case it would not be undue influence on the part of the priest to advise him to leave what was a proper proportion of his pro- perty for charitable purposes. Every ecclesiastical writer, and every one who gives instructions to priests as to their conduct, will tell them not to use undue influence, and to see that nobody exercises undue influence. There are provisions enough in that way, and so I should direct any priest who should apply to me for instructions. And I cer- tainly should not accept a legacy in any case in which I thought that undue influence had been used with a person on his death-bed. In regard to my own community, I have no hesitation in saying, that there is no reason to guard against undue influence being exercised over persons on their death-beds. If measures were taken to secure ecclesiastical property in every way, I would rather have trusts declared, i. e. if there were no risks in law. But I do not know any impropriety in the trust being kept se- cret. I do not see any impropriety in complying with the testator's will. Besides, in every case of secret trusts there is sufficient power existing to force disclosure of the trusts. If there he no trusts, there is nothing for the law to deal with. 1 do not think the parties to whom the property will come in the event of the gift being void, have a right to see whether they are defrauded. A right does not consist in the possible power of making a claim. A right must exist; otherwise any one may be expected to show the deeds of his property, that others may discover any contingent grounds of claim against it. If any one is " defrauded" by the act, it cannot be right; but I suppose a case in which no one is defrauded; and I do not see any necessity for making known the disposition. Q 2.26 APPENDIX. The very Rev. Db. Hogarth. — The ecclesiastical trustees of the Roman Catholic charities claim a right of independent management of them, without accounting to any temporal authority upon earth. But if we were convinced that the laws were equitable, and we were also sa- tisfied with the spirit in which they were administered, we should not object to the cognizance of questions arising out of the temporal admi- nistration of the charities being submitted to the temporal courts. The trustees would conscientiously administer what has been put into their hands with a certainty that they would do so ; and would be fully as much bound to administer the property justly from these higher mo- tives as from inferior ones. With respect to what is in trust — a breach of trust might properly be submitted to the Court of Chancery; but the greater proportion of these things are not in trust: I would as soon leave the settlement of such questions to the bishop as to a secular court: / could place the same conjldence in a spiritual administration as I could in a temporal one, to say the least of it. In almost all the trials regarding property, we have had a great deal of diflBculty in carrying them through, so as to accord with the intentions of the parties who have given the property. I should object to the administration of the temporalities by the courts of the country; but to rectifying anything that was improper in the administration I should not object. Sup- posing property were left to me, without any conditions, by a person who was confident I should administer it so as to do good with it, nobody would have a right to make inquiries into my manner of ad- ministering it. Thus, a person once left the whole residue of his pro- perty to me without any let or hindrance whatever, and I disposed of every farthing of it for charitable purposes; has any man on earth any right to ask me about such property as that? In another case, a per- son left me, without leaving me any directions whatever, £3,000; every farthing of it has gone to the same purposes, because I knew that the individual was in the habit of spending it throughout life in charitable purposes. I think that is the way in which Catholic priests in general administer the property; and I should like to knqw why there should be any mistrust in them? There may be individuals who would not act in that way, but why should there be any mistrust in regard to them any more than other individuals ? Supposing that the residue of the property in such cases was not exhausted by myself, but a portion of it transmitted by me, by reason of my demise, I should have left it in the same way as it was left to me; having first ascertained that the individual was above all suspicion with regard to these things. If I found an individual in whom I could place confidence, I would as soon do that as place it in the hands of the law. Many persons have more APPENDIX. 227 confidence in the clergyman or bishop, whoever it may be, to whom they entrust a sum of money, that he will dispose of it rightly, than they would have in the Queen's courts. They have a greater distrust of the courts carrying their wishes into effect, than they have of those clergymen in whose hands they leave their property. Rev. F. Tkappes, Roman Catholic priest (examined before the Committee of 1844), — It is not according to the discipline of the Ro- man Catholic Church, that dying men should be solicited for bequests to charitable uses. In the 22nd session of the Covmcil of Trent there is a decree on the subject, against "impor tunas atque ilUberales eleemo- synarum exactiones pro missis novis celebrandis."* It was prohibited in the early canons, that ecclesiastics should be executors of wills; or employed in afiairs of that kind.f Rev. F. S. Mahonet, Roman Catholicpriest. — In Liguori, the pre- sent recognized work at Rome, it is asked, whether a will is valid which wants the forms required by the court law? the answer is, " If the will is made to pious uses, even in the public court they are not required,! ^^^ ^^ ^° ^^^ court of conscience, the power of the disposer being granted, a writing, nod, or other sign of the testator, without any witness, is sufficient; and although, death intervening, the will should not have been perfected, it is valid for the pious uses expressed in it".§ It can easily be understood to what extent property must have passed to pious uses.|| * Cum igitur multa jam sive temporum vitio sive hominum iucuria et im- probitate inepsisse videantur, quse a tanti sacrificii dignitate aliena sunt : ut ei debitus honor et cultus ad Dei gloriam et fidelis populi sedificationem resti- tuatur, decemit sancta synodus ut ordinarii locorum episcopi ea omnia pro- hibere, atque e medio tollere sedulo current ac teneatur quas vel avaritia idolorum servitus vel irreverentia quse ab impietate vix sejuucta esse potest vel superstitio verse pietatis falsa imitatrix induxit : atque ut multa pauces comprehandantur in primis quod ad avaritiam pertinet, cujusvis generis mercedem conditiones pacta, et quidquid pro missis novis celebrandis datur, nee non importunas atque illiberales eleemosynorum exactiones potius quam postulationes aliaque hujus modi qu£e a simoniaca labe vel certe a turpi qusestu non longe abauut omnino prohibeant." Decree to be observed in celebrating masses, and avoiding abuses in the same, session 22. + So it is in France and other Catholic countries : so it is even in Ireland (see evidence of Mr. Kavanagh), where there is no law of superstitious uses, as there is in England. It is this law which in a manner necessitates that, for the sake of secret trusts, priests should be concerned in wills, apparently for their personal benefit. X Just as it was enacted in the act of Elizabeth by a Protestant parlia- ment, ante, p. 47. Were the Committee ignorant of this, or affect ignorance 1 § Precisely what was held by Lord Bacon under that act. A devise void at common law, was decided by him to be good for charitable uses. See Duke on Charitable Uses, and ante, p. 5.3. II Not more than under the act of Elizabeth in England. See ante, p. 48. This is really the whole of this person's evidence that was not imperr Q 2 228 APPENDIX. Rt. Rev. Dr. Grant,* the bishop of Southwark. — The account above given is not complete, and consequently not correct. The parti- cular passage in question is partly his own text, and partly a comment on the author whose text he quotes. He discusses first, the general question (always a diificult question amongst lawyers), whether a wil^ without the forms and technicalities required by law is binding on the heir or not — that is in conscience. He then discusses the particular question, " Is he so bound, whether it be for religious purposes, or whether it be for general purposes ?" He says, " There is. a text in the civil law which seems to say, that when the will of the testator is perfectly clear on a subject, the heir-at-law is bound to respect it". Then the text of the civil law is thus quoted by the Saint from the In- stitutes, " Nihil est tarn conveniens naturali tequitate quam voluntatem Domini volentes rem suam malium transferri ratem haberi." And then he says, " Upon this many writers held, that you are bound in con- science to act according to the real will, although it be not the legal will of the testator". Then he says, " Supposing this be for religious purposes, is the heir bound to respect it, if it be only communicated in an imperfect way; for instance, by a nod, a bow, or a sign?" He says, " So long as the heir-at-law thinks this is the case, he is bound to re- spect it; but he is not bound to believe one witness, even though an approved one, and even though he be the parish priest, unless there be some witness adding to the value of his evidence". And the argu- ments go upon the doctrine of Scripture, that the truth is in two or three witnesses; and then St. Alphonsus says, "that they are required, by Divine law, and that no case is complete without them; seven wit- nesses are required by the law of Rome, in some cases, in support of a will. Supposing that prbperty be left to a person by a will duly attested by seven witnesses, and the testator wrote to the person to whom it is left, to say, that he intends him to use it for certain specified purposes mentioned in the letter, the court would act upon it, if satis- fied that the letter had as much value as the evidence of two witnesses. The texts of the civil law lay it down, that, for religious purposes, there is always to be a facilitation ; and, as long as the court had as tinent and irrelevant, and something more ; for it was mere scandalous gos- sip about all sorts of topics. * Most of the prelate's evidence was irrelevant, because in answer to Mr. Mahony's irrelevant imputations on the management of Roman charities : as if the subject of inquiry had been the administration of charitable funds, instead of their acquisition. That part of the right rev. prelate's evidence which is quoted is very interesting, as showing how the act of Elizabeth was conformable to the principles of the unchangeable Catholic theology, only then beginning to die out in the land. APPENDIX. 329 much, evidence as would justify it in pronouncing the fact, they could act upon it. It would require less than seven witnesses to transfer the property from the person taking it to a charity — still sufficient to make legal proof to the court that the testator meant it. If it were in the handwriting of the testator, I do not know that the court would neces- sarily act upon it. I remember a case in which they did not. I be- lieve the law on the Continent is, that the family have a right to some portion, more or less, of all the real property that was enjoyed by the testator.* In England, a man with several children might, on his death-bed, leave the whole of his property to a prostitute ; while, on the Continent, he would be obliged to leave the greater portion of his property (whatever will he made) to his children. St. Alphonsus, writing on the duty of priests in attending to the dying, says, " When the illness advances, it is the duty of the priest to exhort the sick man to make a good disposition with regard to his property, for this is proper for the peace of his family; and still more so, if there should be anything wanting for the quiet of his conscience, but in this the priest must take the greatest care that he does not himself fall into suspicion of avarice. If the sick man have brothers or sisters who are in want, he must tell him, that he is hound under grievous sin to give them his property, at least so far as is necessary to relieve their wants." " But there is not the same grievous obligation with regard to more distant relatives. Let the priest take care never to advise what may be injurious to others." ■ The clergy are never allowed to take part in the making of wills, unless where any other bystander would be expected in common charity to draw a will in the absence of a solicitor. REPORT. The Select Committee appointed to consider the policy of extending the Law of Mortmain, so as to include Personal Estate, and generally whe- ther any alteration should be made in the law as it affects Testamentary or other Dispositions in favour of Religious, Charitable, or Permanent Objects, who were empowered to report their Observations, together with the Minutes of Evidence taken before them, have considered the matters to them referred, and have agreed to the following Report : — " Your Committee have, in the last and present sessions of Parliament, examined several witnesses of different positions in life, and belonging to various religious communities, with the view of obtaining full information concerning the subject of inquiry referred to them for investigation. Your * This used to be the law in England (see ante, p. 54) ; and it is emi- nently Catholic. It applied to all cases. Now, on the contrary, relatives are not protected in this country at all, except against charity. 230 APPENDIX. Committee have also had before them a Report made in the year 1844, on the same subject, by a Select Committee of the House of Commons, together with the evidence that was taken upon that occasion. It will be found on reference to that Report that not only were the origin and progress of the Law of Mortmain in England explained at that time by witnesses of great learning and ability, but that also the law on this and kindred subjects in other parts of the empire, and in many foreign countries, was submitted to a careful and elaborate inquiry. " Before making any suggestion for a specific alteration of the law, or answering the particular question referred to your Committee, namely, whether it be expedient that the Law of Mortmain should be extended so that it should include personal estate, it will be convenient to state what are the material provisions now existing upon the subject. With this object, and to render the past legislation intelligible, attention must first be di- rected -to the distinction which exists between the word " Mortmain" in its original and technical meaning, and the same word in its modern and popular acceptation. The strict meaning of the word " Mortmain" is the conveyajice of lands to a corporation having a perpetual succession and ex- istence. The popular meaning of the word is the vesting of land or other property either in a corporation or in individuals, in such a form as that the produce or beneficial interest becomes permanently applicable to religious or charitable objects. " When land is conveyed to a corporation it ceases to be subject to the ordinary laws of devise and descent, because the corporation, the legal owner, is an undying body, intended in its original constitution to last for ever. Thus the lands of such religious houses as existed in former times, of a municipal corporation, or of an incorporated railway company, continue in the same legal ownership without devolution from individual to individual.* This is the original application of the word " Mortmain". " Where, however, lands are given to individual trustees, to be held by them upon charitable or religious uses, the legal ownership is subject to con- tinued change, either when new trustees are appointed and the land is con- veyed to them, or when by the deaths of trustees it descends upon their heirs or survives to their co-trustees. In gifts of this nature a court of equity fixes upon the produce or beneficial interest of the lands, and compels the legal owners, whosoever they may be, to apply it to the religious or charitable purposes to which it was devoted, so that in these cases, not strictly of mort- main, but of mortmain in its popular signification, the objects to which the land is applied remain fixed and unchangeable, though the legal holders are subject to alteration.f This distinction between the original and the pre- sent meaning of the word " Mortmain" may appear to be in some respects rather one of form than of substance, but it will be found to enter materially into the law of the subject, and to be necessary for a correct understanding of the statutes now in force. " The ancient statutes which prohibit the alienation of land to corpora- tions, are separate and distinct from the more modern Acts which apply to the vesting of land in trustees for charitable purposes, and it will be conve- irient first to consider the law arising under the former class of Acts before proceeding to the more important questions which arise under the modem statutes. " In the early periods of the history of the country the practice of giving * But the land might be alienated at pleasure. See Essay, p. 36. t By the old mortmain law the object might be permanent and perpetual ; the scope of the law only applied to the perpetuity and permanence of the persons or bodies politic by whom the property was held, corporations having perpetual succession. APPENDIX. 231 land to trustees was not known,* and the only mode by which at that time the produce of laud could be made permanently applicable, to a perpetual charitable or religious object was, by vesting the land in a religious house or other corporate body. To prevent the practice of giving lands to religious houses or other corporate bodies, there are a series of statutes, commencing with Magna Charta, and continuing down to the time of the Reformation, either prohibiting or placing various restrictions upon such alienatious in mortmain. These statutes are many of them quite obsolete, and it is not now necessary to refer to them further than to say, that their general effect is that land cannot be vested in a corporation, except by licence from the Crown, or under the power of the particular Act by which the corporation is created. By the 7 and 8 Will. Ill, c. 33, the Crown possesses a general power to confer licences upon corporations to hold lands in mortmain. Moreover, in Acts of Parliament passed for the purpose of creating corpora- tions either for trade or for any great work, such as railroads, docks, canals, and a variety of other purposes, it is the practice to permit a certain limited quantity of land to be held in mortmain. "With reference to those statutes which prohibit or place restrictions upon the vesting of land in corporate bodies, some points of practical im- portance have been brought before the notice of your Committee, wherein an improvement of the law might be effected. It is expedient to dispose of these in the first instance. On this point, your Committee would refer to the evidence of Mr. Barber, the secretary to the Chancery Commission, which will be found at page 336. It appears from his statement that there are two defects in the law for which a remedy ought to be provided. " In the first place, it is doubtful whether suoh trading bodies as happen to be incorporated can take any valid security upon land unless they are ex- pressly empowered so to do by Act of Parliament. For instance, in a case that occurred in practice, doubts were entertained whether a Scotch corpo- ration could advance money upon the security of railway mortgages, and other property of that description. The doubt arose under the statute 15 Rich. II, c. 6, which is one of the old statutes that prohibited alienations in mortmain according to the strict meaning of the word. There does not ap- pear to be any necessity for such a restriction upon trading corporations, and your Committee are of opinion that the law should be made clear upon this subject. The other defect in the law on this head, pointed out in Mr. Barber's evidence, concerning which there is no doubt, is more important. It is this. Trading corporations, when they have legally advanced money upon land, are unable to realize their security by foreclosure, or otherwise acquiring possession of the land itself, without danger of immediate absolute forfeiture to the Crown. A case of this kind occurred some years ago, which may be mentioned as an instance of the evil. The University Assurance Society was incorporated by letters patent on the 28th June, 7 Geo. IV, with power to hold lands not exceeding the value of ^1,000 a-year. The corpo- ration, having lent money on mortgage of lands exceeding that sum in value, and having received an intimation that they had thereby exceeded their powers, themselves brought their case before the law officers of the Crown, and thereupon a commission was issued to five barristers, for the purpose of inquiring into the subject. An inquisition was taken under that commission, and it was found that the corporation had exceeded then- power, and taken on mortgage lands of a much greater value than £1,000 a-year. The lands were declared forfeited, and passed into the hands of the Crown. An Act of Parliament was subsequently obtained, by which the mortgages were con- * This is incorrect. See the Essay, ante, p. 30. Before the act of George II, no law prevented the alienation of lands to persons unincor- porated, in trust for religious purposes. 233 APPENDIX. flrmed, and the corporation allowed to lend money on mortgage, with a restric- tion, however, that if they came into possession as mortgagees, the land should be sold and the money realized within a certain period. It appears from Mr. Barber's evidence, that a similar privilege has been specially conferred by Act of Parliament in other cases, and that the period of five years has been taken as the time during which a corporation should have the power of selling land acquired by them in any suit for foreclosure or other proceeding for the enforcement of a security for money. " Your Committee are of opinion that privileges of this description should be made general, and should not be confined to particular trading corpora- tions. They therefore think that the statute 15 Rich II, c. 5, should be repealed, and its material provisions re-enacted with reference to modern times, in such form as that, first, corporations should without doubt be able to advance money on the security of real estates ; secondly, that they should be compelled to sell or dispose of land coming into their actual possession upon the realization of their securities within a certain limited period, and that, subject to this restriction, they should be at liberty to adopt the same remedies as private individuals, to enforce the repayment of money they had advanced. " Before concluding this branch of the subject, it may be observed, that there is this distinction between a void gift in mortmain under these ancient statutes, and a void gift to a religious or charitable use under the more modern Act, namely, that in the former case, that is, of a corporation illegally attempt- ing to acquire land, a title accrues to the Crown, which takes the property as forfeited ; whereas in the case of a void gift to individual trustees for a cha- ritable or religious use, the Crown acquires no right, but the heir, or next of kin of the testator, or the donor himself, as the case may be, becomes en- titled to the property. *" It may be well here to mention the 43 Elizabeth, c. 4, which, although it did not, in direct terms, either impose or take off any restriction upon the alienation of land to charitable purposes,t yet had an effect upon the deci- sions of the courts of law, and was considered to show a tendency in the Legislature in favour of charities. The title of the Act, and the principal object in view, was to redress the misemployment of real or personal estate given to charitable uses. The construction put upon this Act by the courts, authorized appointments to corporations for charitable uses, and even en- larged the devising capacity of testators, by rendering valid devises to those uses by a tenant in tail, and also by a copyholder, without a previous sur- render to the use of a will. " Your Committee will now proceed to consider the more important branch of the inquiry submitted to them ; namely, the prohibitions or restraints imposed upon alienations of property to religious or charitable purposes. It appears that the 9 Geo. II, c. 36, is, foi all practical purposes, the first statute which affects gifts of this description, and that this statute, though in some respects modified by subsequent legislation, is the modern law upon the sub- ject. It is therefore desirable, in the first instance, to state its provisions with accuracy. " The preamble of the statute is as follows : ' Whereas gifts or alienations of lands, tenements, or hereditaments in mortmain, are prohibited or re- * This paragraph did not appear in the Chairman's original draft of the Report, and was added in consequence of the energetic representations of Mr. Monsell and the other Catholic members, though the paragraph they proposed (see their draft) was rejected ; and the one above inserted is ex- ceedingly equivocal and incorrect. t This is not true. It did in direct terms do this. Ante, p. 47. APPENDIX. 333 strained by Magna Charta and divers other wholesome laws, as prejudicial to and against the common utility ; nevertheless this public mischief has of late greatly increased, by many large and improvident alienations or dispo- sitions made by languishing or dying persons, or by other persons, to uses called charitable uses, to take place after their deaths, to the disherison of their lawful heirs.' " Without adopting the technical language of the statute, its effect will be found to be as follows : — *" No land can be given by will to any charitable purpose. " A valid gift of land to a charitable purpose can only be made, subject to the six following conditions ; namely, — " First. The gift must be by deed. " Second. The deed must be executed in the presence of two or more witnesses. " Third. It must be executed twelve months before the death of the grantor. " Fourth. It must be enrolled in the Court of Chancery within six calendar months after the execution. " Fifth. It must take effect immediately, and be irrevocable. " Sixth. It must contain no reservation whatever for the benefit of the grantor. " These requisitions seem to be intended for the following purposes : to prevent, in the language of the preamble, large and improvident alienations being made by languishing or dying persons ; to put a check upon the alien- ation of land to be devoted to charitable and permanent objects ; and to ensure publicity with respect to gifts of this description , " It appears that the fourth requisition, which compels enrolment of the deed of gift in the Court of Chancery, is very defective as a means of ensur- ing publicity, and that there is great difficulty in obtaining evidence of charitable trusts when information is withheld. The general opinion of every witness of importance, with the exception of Dr. Wiseman, who de- clined to express any opinion on the subject, is that the greatest publicity should be given to all deeds or instruments settling property for charitable purposes, and to the mode by which the trusts declared by such deeds or instruments are carried into execution. In this opinion your Committee fully concur ; and they would suggest that it should be incumbent upon all persons to whom real or personal property is given or bequeathed upon any permanent charitable or religious object, to make a return, either to com- missioners or to some public Board, of the nature of the gift, and the par- ticular purposes to which it is to be applied. " Tour Committee have had evidence given to them concerning the pre- valence of what aret called spiritual wills or secret trusts ; that is to say, gifts and devises of property which appear to be absolute and free from any trust whatever, but which are nevertheless accompanied by some declaration of the intention of the donor or testator, in such a form as to be binding upon the conscience of the person to whom the property is given, and to constitute him in conscience, if not in law, a trustee for particular specified objects. In such cases, the declarations of trust are not submitted to the court of probate, or in any other way disclosed, either when the gift takes * Referring to a mere attorney, instead of to such men as Palgrave and Burge, the Committee denoted the calibre of their proceedings. They evinced a marked predilection for the evidence of the witnesses the least learned and intellectual, and the most narrow-minded and technical. t The draft Report of Mr. Monsell proposed to alter this, by introducing the word " inaccurately". See post, p. 241. 234 APPENDIX. effect, or subseq^uently in the course of the administration of the property. In some instances, these instructions concerning the trust appear to be com- municated verbally, or, if expressed in writing, are carefully framed so as not to constitute a trust within the rules of a court of equity. * " This state of things seems to be the obyious and inevitable result of that code and that policy by which a certain application of Roman Catholic property, instead of being permitted by law, is prohibited by law. An alter- ation of the law in this respect, would probably diminish the frequency of such dispositions by Roman Catholics. But the obUgatious arising from the wishes of a testator are not within the province of municipal law, for no law can prevent a legatee or an heir from holding himself bound in conscience to execute those wishes, to which, indeed, the opinion of mankind attaches a peculiar sacredness. " Some of the witnesses examined before your Committee, express a con- fident opinion, that practices of this kind prevail to a very considerable ex- tent. If this opinion be correct, your Committee thinks that it is a subject of deep regret, and that every effort should be made to put the law on such a foundation, as to afford no occasion for such conduct, and to prevent the possibility of its occurrence hereafter. " Your Committee have come to this conclusion for the following amongst other reasons, because they think, that in all cases where property is perma- nently devoted to any charitable or religious use, the heirs or next of kin, or other persons who, in the absence of such a gift, would be entitled to the property, ought to have the means of discovering the nature of the gift, and the purposes to which it is to be applied, in order that they may ascertain whether the property has been legally disposed of, and whether it has been bestowed without undue influence having been exercised on the giver. Your Committee also think, that the public in general and the Government ought to have the means of knowing the purposes to which property is de- voted ; and they also are of opinion, that for the purpose of ensuring fidelity and honesty on the part of those to whom property for the purposes of cha- rity is entrusted, every facility should be afforded for inquiring concerning the subject-matter of every such gift, the purposes to which it ought to be applied, and the manner in which, in each case, the trusts have been carried into execution. " Your Committee are well aware of the difficulty, and perhaps the impos- sibility, of absolutely preventing secret trusts, and compelling the persons to whom trust property is given to make the returns hereinbefore recommended; but they would suggest that some provision to the following effect should be made, namely, that whensoever property is given for any charitable or reli- gious purpose, in such form as that, if the facts were disclosed, it would be deemed a trust by a court of equity, -and the person to whom it is so given shall wilfully conceal the facts, and neglect to give the proper return, he shall be liable, at the suit of those who would be entitled in the absence of the trusts, or, in their default, at the suit of the Crown, personally to refund whatever he shall have received from the property. " It wUl be found in the evidence of Dr. Wiseman, that he assigns two rea- sons why Roman Catholic charities should not be made subject to publicity, which reasons he states do not apply to the charities of other religious com- munities. The first is, that for a great many years Roman Catholic property, instead of being protected by law, was always attacked by law ; and Dr. Wiseman, without asserting that the fact is so, thinks it possible that Roman Catholics ' would find diificulty in bringing these trusts before the public, * This paragraph was introduced from the draft Report proposed by Mr. Monsell, post, p. 242. APPENDIX. 235 without knowing, first of all, that they would be secured against what had been, in their opinion, the unjust operation of the law in respect of them for several centuries'. Dr. Wiseman suggests, ' that something should be done similar to what has been done for properties of other religious bodies, such as a good title should be given upon proof of application for a certain num- ber of years ; upon usage shown, they should be confirmed, and a title given'. " Your Committee see no objection to this proposal, but they prefer ex- pressing their opinion in the more general form, to the effect, that if there be any defects in the title to property devoted to Roman Catholic charities, arising from practices adopted in former times to evade laws that are now repealed, provisions should be made to remedy such defects. The other rea- son alleged by Dr. Wiseman why the Roman Catholic charities should not be made public, is the law concerning superstitious uses. This branch of the subject is treated of in a subsequent part of the Report, but your Committee must here state, that whether any alteration be or be not made in the law on this head, they cannot concur in the opinion that it constitutes a suffi- cient reason against the publicity of Roman Catholic charities in general. " Referring back to the provisions of the 9th George II, c. 36, it will be recollected that according to the present law no land can be left by will to a charitable use. " Differences of opinion exist amongst the witnesses examined before your Committee on the question, whether this absolute prohibition should be maintained, or whether it should be permitted to devise land to a charitable purpose by a will made a certain time before the death of the testator. " Your Committee do not recommend any alteration in the law which pro- hibits devises of land for the purposes of raising a revenue to be devoted to cha- ritable purposes ; but they are of opinion that there is a material dilference in principle between devises of this description, and gifts of small pieces of land to be used as sites for buildings, whether for religious or other purposes. There are a series of Acts, 6 and 7 W. IV, c. 70 ; 4 and 5 Vict. c. 37 ; 12 and 13 Vict. c. 49; 14 and 15 Vict. c. 24, which provide facilities for the con- veyance and endowment of sites for schools. These statutes prove that in the opinion of the legislature, with respect to sites for schools, not only should there be no restraints upon the alienation of lands, but that, for such purposes, there should be special and particular facilities. There are also several statutes giving facilities for the conveyance of sites of land for church building purposes. Your Committee recommend that there should be a complete exemption from all restraints upon alienation in favour of sites of land to be used for religious edifices, whether in connection with the Established Church or any other religious community, or to be used for hos- pitals, cemeteries, museums, or places of education. It wUl be necessary to take care that any exception of this description should not be made the means of systematic evasions, and consequently pro- visions will have to be introduced into the statute, to ensure that in each case no more land than is actually required for the site of that particular building, and for the purpose indispensable for its use, is exempted from the restrictions of the general law. Your Committee would suggest that the heir-at-law, or other person who would be entitled to the land in the event of the gift being void, should have a power of setting aside the alienation of any land not in reality used as the site of a buUding of this description, or for the purposes above mentioned. " It may here be observed, that all the requisitions provided by the sta- tute to prevent Improper alienation of land to charitable purposes, apply not only to voluntary gifts for such purposes, but also to bond fide sales, subject however to this exception, that the third requisition, which requires the deed to be executed twelve months before the death of the person conveying the land, is not necessary in the case of a sale. 236 APPENDIX. "The case of a honA fide sale, that is, where money already devoted _ to charity is laid out in land, clearly differs from the case of a voluntary gift, and the reasons which render restrictions necessary in one case do not in general apply to the other. Moreover, it appears that very great practical inconveniences have arisen in consequence of some of the existing restric- tions. Yovur Committee would recommend that, whatever be the requisitions made with respect to the publicity of deeds conveying land to charitable uses, they should apply to cases of sales as well as to cases of voluntary deeds. Subject to tMs exception, your Committee think that all restraints should be abolished in cases of hond, fide sales. And your Committee would further recommend that, with as little delay as possible, a measure should be introduced into Parliament for the purpose of remedying any defects of title to lands which have been devoted to charitable purposes, when such defects have arisen in consequence of the application of the restrictions in question to hand fide sales. " Tour Committee wUl now proceed to state the provisions in force re- specting personal estate in general, and the modifications they propose in the existing law. " In the first place, pure personal estate, that is, personal property not charged upon or connected with land, and not directed to be laid out in land, may be given or bequeathed to charitable purposes without any special re- straint or condition whatsoever. " With respect, however, to personal estate directed to be laid out in the purchase of lands for charitable purposes, a different rule prevails. Gifts of personal estate with such a direction, can only be made subject to the same restrictions as have hereinbefore been stated in this Report with respect to land itself. In addition to these restrictions, stock directed to be laid out in land and given for a charitable purpose, must be transferred Six calendar months before the death of the person giving it. " Again, money secured by mortgage, or money in any way charged upon or connected with real estate, is treated as land, and can only be devoted to a charitable purpose in the same way as land itself. " Independently of any consideration concerning the degree of restriction which ought to be imposed on alienations of property for a charitable pur- pose, great evUs arise from their somewhat technical distinctions in the law as they affect different kinds of personal estate. It is in evidence before your Committee, that scarcely any property can be safely disposed of, where legacies are given to charities, and the property is considerable, without a suit in Chancery. ' As such a suit involves an investigation of the relative amounts of the different descriptions of property, the expense is necessarily large, and usually falls upon the residuary legatee, who has also to pay the charitable legacies themselves. Your Committee are of opinion, that these distinctions should be abolished entirely, and that the same law should be enacted with respect to all descriptions of personal estate given for charit- able purposes, and whether it be directed to be laid out in land or not. * " Tour Committee observe, that one of the most important witnesses, the Right Honourable Thomas Pemberton Leigh, says, that the statute 9th Geo. II, is attended with extreme inconvenience ; and he gave his opinion against extending to the bequests and donations of personal property, the same restrictions which prevail in respect to real property ; and Mr. Bunt- ing, in his evidence, shows the great practical evils resulting from that statute. g * The introduction of this paragraph was owing to the exertions of Mr Monsell and the Catholic members. The Chairman, in his draft, had actually omitted all reference to this opinion of the greatest authority he examined, because it was against his own I Was this honest ! APPENDIX. 237 " Your Committee, in recommending what ought to be the general law applicable to gifts of personal estate for charitable purposes, feel the im^ portance of the subject, and they are not able to rely upon any general agreement in opinion on the part of the witnesses examined before them. The restrictions which have hitherto applied to alienations of land for cha- ritable purposes, and which your Committee, subject to certain modifications, propose to continue, would, if applied to personal estate, prevent any legacy being given under any circumstances whatever to a charity. Your Com- mittee are of opinion, that so stringent a provision is not in accordance with the feelings of the community in general, would give great dissatisfaction, and does not appear from the evidence which has been taken to be generally demanded. An opinion has, however, been expressed by some of the wit- nesses examined before your Committee, that while it is beneficial for the country generally, that a testator should not be restricted in disposing of his property, it is necessary that the exercise of such discretion in matters of charity, should be subject to some interference of the legislature.* " There seems no reason why the trustees, to whom charitable legacies are given, should not be bound to make the same returns as where recom- mended with respect to real estate, concerning the amount of the property given to them, and the purposes to which it ia to be applied, so as to ensure perfect publicity in all cases. " Your Committee are desirous that the law should be impartial towards all religious communities, and they think that there are objections to the legislature expressing opinions in favour of particular forms of charitable bequests. Having made certain recommendations concerning the law of real estate, and having recommended one general exception in favour of sites for such purposes as were before mentioned, they are of opinion, that all other exemptions should be abolished. It appears, for instance, that the Ecclesiastical Commissioners have power to take and hold land notwithstand- ing the statutes of mortmain. Your Committee see no objection to the Ec- clesiastical Commissioners being permitted to hold lands, notwithstanding their corporate character ; but they think that in the acquisition of property they should be subject to the same restrictions as other trustees for charita- ble or religious purposes. " Again, in the Act of 9 Geo. II, c. 36, special exceptions are made in favour of the Universities and Colleges of Eton, Winchester and Westmin- ster. Your Committee would submit, that such exceptions are of little if any practical value to the bodies which possess them ; that they are likely to excite jealousy ; and that they can scarcely be maintained upon any prin- ciple of general fairness and equality. Your Committee would therefore recommend, that these and all other exceptions to a general law should be abolished. * The Chairman had here proposed the following paragraphs, utterly against all the weight of the evidence of the highest authorities : — " Your Committee recommend that every person shall be at liberty to bequeath personal property of any description to charitable purposes, pro- vided the will containing such legacy be executed six months before the death of the testator ; and that, in addition to the ordinary attestation, it should be attested by a person of some official position, to be defined by the Act. " It will be recollected that with respect to realty, not only can no devise be made for charitable purposes, but also no gift or conveyance for such a purpose can be made, except twelve months at least before the death of the donor, and subject to certain other restrictions. Your Committee are of opinion that any transfer of stock to trustees, or any a,ssignment of a mort- gage, to be held upon charitable trusts, ought not to be valid unless made six months before the death of the donor." 238 APPENDIX. " Certaia of the witnesses examinied before your Committee, have given evidence of interference by a foreign tribunal, the Court of Propaganda at Rome, in disputes concerning matters of a temporal character, and have stated, that decisions made by that council on appeals from this country, have affected the application of property left upon trusts for purposes of a religious or charitable description, *Tour Committee have not fully inves- tigated the extent to which the practice has prevailed, or the manner in which such appeals have been conducted, because they have not considered the evil complained of sufficiently within the terms of the reference made to them, to authorize them in making any recommendation for an alteration in the English law adequate to the grievance complained of.t At the same time, it ought not to be lost sight of, that the difficulty of redress has been much increased by the operation of the enactment of the 2 and 3 WiU. IV, c. 114. By that act, Roman Catholic charities and chapels are placed on the same legal status with those of Protestant dissenters. That is to say, wherever the law recognised in the ruling authority of a dissenting Church the power to manage, and to innovate upon the management of its charities, by the 2 and 3 WUl. IV, c. 114, the ruling authority of the Roman Catholic Church was placed on the same footing. The difference, however, is material. In dis- senting Churches, the ruling authority is in the congregation ; in the Roman Catholic Church, it is in the Pope. " Your Committee have now to consider a branch of the law which is nearly obsolete, namely, that which relates to what are called superstitious uses. The law upon this head seems to have taken its origin from the sta- tute 1 Edw. VI, c. 14, entitled " The Act for Chantries Collegiate". Per- haps the most satisfactory mode of explaining the law upon this subject will be, by giving an extract from a judgment of Lord Cottenham, which has been brought before the attention of your Committee. In the cause of West V. Shuttleworth, reported in the second volume of Mylne and Keene's Re- ports, p. 684, a question arose under the following circumstances : a lady, after certain bequests, concluded her will with the following words : ' What- ever I have left to priests or chapels, it is my wish and desire the sums may be paid as soon as possible, that I may have the benefit of their prayers and masses'. Lord Cottenham, in deciding upon the validity of these bequests, said, ' The gifts to priests and chapels remain to be considered ; and these are not affected by the 2 and 3 WUl. IV, c. 115, which applies only to schools, places fo* religious worship, education, and charitable purposes. Taking the first, gifts to priests and chapels in connexion with the latter, there can be no doubt that the sums given to the priests and chapels were not intended for the benefit of the priests personally, or for the support of the chapels for general purposes, but that they were given as expressed in the letter for the benefit of their prayers for the repose of the testatrix's soul and that of her deceased's busband ; and the question is, whether such legacies can be supported. It is truly observed by Sir WUliam Grant, in Gary v. Abbott, that there was no statute making superstitious uses void generally, and that the statute of Edward VI, related only to superstitious uses of a particular description then existing; and it is to be observed that that statute does not declare any such gift to be unlawful, but avoids cer- tain superstitious gifts previously created. The legacies in question, there- fore, are not within the terms of the statute of Edward VI, but that statute has been considered as establishing the illegality of certain gifts, and * The following passage was not in the Chairman's Report, and is due to the zeal of Mr. Anstey. + With all which the Committee had no concern whatever, and no right to interfere. APPENDIX. 339 amongst others, the giving legacies to priests to pray for the soul of the donor, has, in many cases collected by Duke, been decided to be -within the super- stitious uses intended to be suppressed by that statute. I am, therefore, of opinion, that these legacies to priests and chapels are void'. It may be here mentioned, that by the 2 and 3 Will. IV, c. 115, sec. 1., it is enacted that " His Majesty's subjects professing the Roman-Catholic religion, in respect to their schools, places for religious worship, education, and charitable purposes in Great Britain, and the property held therewith, and the persons employed in and about the same, shall in respect thereof be subject to the same laws as the Protestant Dissenters are subject to in England in respect to their schools and places for religious worship, educa- tion, and charitable purposes, and not further or otherwise." It may also be observed, that the principle of the law concerning super- stitious uses is not applicable exclusively to Roman Catholics. In the Report on the Law of Mortmain, made in the year 1844, a case is mentioned (p. 72) where gifts were held void as superstitious, though apparently made by a Protestant, and not connected with any peculiar Roman Catholic doc- trines. It would appear from the language of Lord Cottenham, and the statute quoted above, that no legacy or bequest for a charity, properly so called, would be deemed superstitious, but that a gift by will, made by a person for his own benefit after death, would be deemed to be not a charity within the meaning of the Act above quoted, and would be held void. It appears from the evidence of the Master of the Roll§ of Ireland, that the statute of Edward VI, from which the doctrine concerning superstitious uses emanated, never was in force in Ireland ; and the principle of the law laid down by Lord Cottenham was never recognised. Your Committee are of opinion that the present law on this subject in England is very vague and uncertain, and that in any view of the case the statute of Edward VI should be repealed, together with the legal inferences which have been deduced from it. Upon the repeal of this Act, a definition as accurate as possible should be given of the meaning of the word charity, as applied to gifts or bequests of property, and that there should be some statutory declaration as to what gifts should be deemed void upon the ground of public policy or superstitious uses. In conclusion, your Committee would observe, that the 9 Geo. II, c. 36, does not extend to Ireland, but that a provision is contained in the Charitable Bequests Act to the following efiect : " That no donation, devise, or bequest for pious or charitable uses in Ireland, shall be valid to create or convey any estate in lands, tenements, or hereditaments, for such uses, unless the deed, will, or other instrument containing the same shall be duly executed within three calendar months, at the least, before the death of the person executing the same ; and unless every such deed or instrument, not being a will, shall be duly registered in the office for registering deeds in the City of Dublin, within three calendar months after the execution thereof." With respect to Scotland, the basis of the law is different, and your Committee do not feel themselves competent to propose any precise provi- sions for its amendment on this subject ; but they would direct the attention of the House to the evidence given by the Lord Provost of Edinburgh, and Mr. Sinclair, at page 431, which appears to establish that some change is requisite. Dbaft Report, proposed by Mr. MoNSEtiL.* t 6. The principal object of the Mortmain Acts (properly so called) * The first five paragraphs were the same as the Report agreed to from the Chairman's draft. In the preparation of the draft, Mr. Monsell was as- sisted by that learned civilian Dr. Bowyer. t This is the first paragraph entirely new. 240 APPENDIX. originally, was the protection of the incidents of feudal tenures. Thus Blackstone says, ' at common law it was necessary for corporations to have a license in mortmain from the Crown, to enable them to purchase lands ; for as the king is the ultimate lord of every fee, he ought not, unless by his own consent, to lose his privilege of escheats and other feudal profits, by the vesting of lauds in tenants that can never die. And besides this general license from the king as lord paramount of the kingdom, it was requisite also, wherever there was a mesne or intermediate lord between the king and the alienor, to obtain his license also (upon the same feudal principles), for the alienation of the specific land. And if no such license was obtained, the king or other lord might enter on the land so aliened in mortmain as a forfeiture.' This restraint was, however, evaded ; and Blackstone goes ou to show ' that when dotations of religious houses began to grow numerous, it was observed that the feudal services ordained for the defence of the kingdom were every day visibly withdrawn, and that the circulation of landed property from man to man began to stagnate ; and therefore, in order to prevent this, it was ordered by the second of King Henry the Third's great charters, and afterwards by that printed in our common statute books, that all such attempts should be void, and the land forfeited to the lord of the fee." This was the first statute which put any restraint on the aliena- tion of land to corporations. " 7. The second statute of Mortmain, is statute 7 Edw. I, which extends the prohibition to all corporations, the first statute applying merely to religious houses. The subsequent statutes, of which there is a good history in the evidence of B. L. Chapman, Esq.*, were framed for the purpose of meeting various contrivances intended to evade the prohibition of the law of Mortmain. " 8. Your Committee observe that Blackstone says, that by alienations to bodies corporate the circulation of landed property from man to man began to stagnate ; and no doubt, in later times, the law of Mortmain has been viewed with reference to principles of public economy, which rendered it undesirable that any very considerable amount of landed property should be held in perpetuity ,t and so withdrawn altogether from commerce ; and the feudal reasons on which this branch of law was originally founded having ceased, your Committee submit that the policy of the Law of Mort- main must be considered with reference solely to those economical prin- ciples which must be the groundwork of any future legislation on the subject. " 9. It is also important to observe, that as there are now in the United Kingdom no incorporated religious houses, the law of Mortmain must be considered without reference to the expediency or inexpediency of those foundations, and their endowment. " 10. chancellor Kent, in his Commentaries, part IV, section xxxiii, p. 282, thus states the American law on the subject of mortmain : ' We have not in this country re-enacted the statutes of Mortmain, or generally assumed them to be in force ; and the only legal check to the acquisition of lands by corporations consists in those special restrictions contained in the Acts by which they are incorporated, and which usually confine the capacity to pjirchase real estate to specified and necessary objects, and to the force to be given to the exception of corporations out of the Statute of Wills ' "11. It is necessary to observe, with regard to that exception, that by * Bather a very bad history ; exceedingly disingenuous, and indeed un- true. See note to his evidence. It is a pity the draft did not refer to the evidence of Sir F. Palgrave, Committee of 1844. See ante, p. 170. t Which it need not be. See ante, p. 36, and 1 and 2 Geo. IV, u. 92. APPENDIX. 241 construction of statute 43 Eliz. c. 4, it is held that a devise to a corporation for a charitable use is valid as operating in the nature of an appointment rather than of a bequest : and indeed the piety of Judges (as Blackstone says,) hath formerly carried them great lengths in supporting such charitable uses. " 12. But the principle laid down by Kent seems sound with reference to the requirements of modern society. As corporations are creatures of the law, it is manifestly reasonable that the law should define their right of holding land, as well as their other legal rights, confining it within such limits as to enable them to fulfil completely all the objects for which they are intended, and at the same time prevent their holding land to such an extent as to injure the general economical interests of the country on which the legal principles against perpetuities are grounded. '' 13. The prerogative of the Crown under 7 and 8 Will. III. c. 37, to grant licenses to corporations to hold land in mortmain, would, if admi- nistered on sound principles, and not as matter of favour, be reasonable and useful ; and it deserves consideration whether all applications for such licenses should not be referred to the Board of Trade (as is the law by stat. 10 and 11 Vict. c. 78, with regard to companies having obtained a certificate of complete registration under stat. 7 and 8 Vict. c. 110), and decided upon according to the general principles laid down above. " 14. The attention of your Committee has been called to the effect of the Mortmain I^ws in precluding corporations from taking lands on mort- gage, after they have exceeded the amount which they were enabled to take by license.* + " 17. Your Committee have next to consider the law regarding charitable trusts, which is popularly and incorrectly included in the denomination of mortmain. " 18. It is here important to remark that, up to the time of Geo. II, there was no restraint imposed by law on alienations of real or personal pro- perty, by deed, for religious or charitable uses, except only as to the con- veyance of land to corporations ; and as the sole reason of that exception was the loss of feudal profits or services, your Committee conceive it may be stated that, during the long period referred to, including, as it does, nearly 200 post reformation years, up to little more than a century ago, there existed no law in this country, the object of which was to restrain or pre- vent alienations by deed (whether of realty or personalty) for charitable or religious uses. ' It should be noted ', says Sir F. Palgrave, ' as one of the features of the time, that from the accession of Elizabeth to the accession of Geo. II. the feeling of the Legislature, the Judges, and the country, was in favour of Charitable Bequests ; — the jealousy which now exists did not then exist '. "With respect to alienations of laud by devise, although the feudal doctrine of non-alienation, without consent of the lord, imposed some restric- tions on testators, there was no restriction on alienation of land by devise directed against gifts to religious or charitable purposes ; and the Statute of Wills seems strongly to confirm the opinion already expressed by_ your Committee, that the policy of the law hitherto was to allow of alienation of land for religious or permanent purposes, excepting only to corporations. The Act (43 Eliz. c. 4), to which reference has already been made, for redressing the unemployment of lands and other property ' given, limited, appointed, and assigned for charitable uses, places the policy of the law in the clearest light'. „ ,, , . . ■, , " 19. By the Act of Elizabeth, the statutes of Mortmam were considered * The next two paragraphs were the same as in the Chairman's draft, agreed to as ante, p. 234. t Here again the draft is different, the following passages are entirely new, 242 APPENDIX. to be repealed as to all charitable uses within its scope, and under the words limited and appointed, ' effect was given to devises, or gifts for charitable purposes, which, at common law, wovild be null and void '. " 20. In this state of things, the statute of George II. was enacted through the influence of Lord Hardwicke, whom Sir F. Palgrave describes as ' a great Judge, but one whose narrowed, nay, bigoted views, have caused so much mischief to charitable' uses '. Its object was to restrain charity, and this will cause but little surprise when it is remembered that the age in which it passed was that in which the morals of the cpuntry had sunk to their lowest ebb ; and in which Bishop Butler says, it was considered a symptom of mental imbecility to defend the truth of Revelation, The effect of that statute is thus stated in the evidence of B. L. Chapman, Esq., 79. ' Its first effect was to prohibit iill devises whatever of lands to corporations or individuals for any charitable purpose whatever. The second effect was, to restrict conveyances of lands to individuals for charitable uses in the manner mentioned in the Act, namely, that the donor must live twelve mouths after, and that the gift must be by deed enrolled without any reserv- ation to himself. Conveyances of lands to corporations for charitable purposes would come under these restrictions, in addition to the question of the license from the Crown. A third effect is, that the gift of any estate or interest in lands is prohibited. A great many cases, and a great deal of question have arisen as to this last restriction.' "21. The policy of this statute is in several respects different from that of the Mortmain Laws properly so called. In the first place^ it does not in any way restrict, or afford means of restricting, the quantity of property which may be given for permanent charitable or religious purposes ; no license is required by the Act. And, in the second place, it absolutely forbids gifts of real property for permanent charitable or religious purposes by wiU. But like the Mortmain Laws, it affects only gifts of real property, and interests in reality, and of personal property, which being given to be laid out in the purchase of lands, tenements, and hereditaments, is in the eye of the law considered as realty. " 22. Another peculiarity of the statute 9 Geo. II. is, that if a gift be void under that statute, the property goes to the individuals to whom it would have gone if no such gift had been made ; whereas a devise or gift of land to a corporation in violation of the Laws of Mortmain involves a forfeiture to the Crown. " 23. The old Mortmain Law was intended to restrain corporate bodies from acquiring possession of a great amount of land to the prejudice of the King, and other Lords, and of the public polity of the kingdom ; but the statute 9 of Geo. II. only prescribes the mode in which land, &c., may be made capable of being conveyed in trust for charitable or religious purposes. In truth, corporate bodies, being creatures of the law, and fictitious persons in law, with a legal privilege of immortality, their power of holding land was limited by the law. But gifts of land or other property to trustees, in trust for the purposes above referred to, spring out of the power which the law of England allows to the subject, of disposing of his own private pro- perty as he pleases. Trustees are not bodies politic, like corporations, but private individuals, holding the trust property in precisely the same way, whether the object of the trust is a charity, or any other species of settle- ment. The only difference is, that the charity is a more permanent object ; and to this permanency the policy of the law is not inimical, for the law only professes to prevent undue influence over dying persons, in favour of charitable objects, to the prejudice of their lawful heirs. So the statute requires that the gift be made to take effect in the lifetime of, and as against the donor himself, requiring that the deed be executed twelve months at least before his death, for the purpose of preventing death-bed APPENDIX. 243 dispositions ; but there is nothing in the Act to preTent every acre of land in the kingdom from being vested in trustees for charitable purposes. No part of the evidence produced before us shows that any unreasonable or improper amount of landed property is vested in such trustees, or that there is any danger of this occurring. " 24. Your Committee observe, that one of the most important witnesses, the Right Honourable Thomas Pemberton Leigh, says, that the statute 9 Geo. II. is attended with extreme inconvenience ; and he gave his opinion against extending to the bequests and donations of personal pro- perty the same restrictions which prevail in respect to real property ; and Mr. Bunting, in his evidence, shows the great practical evils resulting from that statute. " 25. An opinion has, however, been expressed by some of the witnesses examined before your Committee, that while it is beneficial for the country generally that a testator should not be restricted in disposing of his property, it is necessary that the exercise of such discretion in matters of charity should be subject to some interference of the legislature. " 26. The witnesses who have given expression to this opinion have sup- ported it on one or both of the following grounds : — " 1st. The example of foreign countries. " 2nd. The alleged frequency of undue influence being exercised over persons on their deathbeds. " 27. With reference to the first argument, your Committee desire to remark, that the policy of the foreign countries referred to, with regard to the power of testators, is diflerent in principle from that which obtains in this country. " 28. By the provisions of the Code Napoleon, a testator is permitted to dispose only of one child's portion of his property ; for instance, if he have five children, four-fifths of his property go in equal portions to each of his children, and neither for charitable nor any other purposes, is he permitted to dispose by wUl, of more than the remaining one-fifth. " 29. The law of Spain does not allow the testator, if he has children, grand-children, and their descendants, to dispose by will, of more than one- fifth of his property. And the law generally of foreign countries is founded on the principle shortly thus expressed by an eminent French jurist. La loi faisait les Kiriiiers, non volonte de Vhomme. " 30. On the other hand, the law of this country has been formed upon the opposite principle, that voluntas hominis constituit heredem. It is lawful for every person to devise, bequeath, or dispose of by will, all real and all personal estate which he shall be entitled to, either at law or in equity, at the time of his death, and which if not so devised, bequeathed, or disposed of, would devolve upon the heir-at-law ; and the result of this system is, as stated by one of the witnesses examined before your Committee, that a person possessed of considerable estates, and having a dozen children, may leave those children utterly unprovided for, and bequeath the whole of his property to a prostitute. " 31. Your Committee do not feel themselves called upon to pronounce an opinion as to the <;omparative merits of these two opposite systems. " 32. As to the alleged frequency of undue influence being exercised over persons on their deathbeds, your Committee have directed their anxious at- tention to this matter. " 33, It may here be convenient to state what the law is (apart from any statutes), as to undue influence in the case of a devise or testament ; pre- mising that it applies not only to realty but also to personalty, as to which there is at present no restraint with regard to gifts or bequests for charitable purposes. Not only is a will invalid if obtained by fraud, but by any undue influence which any law can possibly reach ; thus over-persuasion by a wife r2 244 APPENDIX. is sufficient, and the courts are peculiarly jealous of any influence acquired by a ' spiritual adviser' or by ' superstitious terrors', and the testator must moreover be of sound disposing mind; a will, impeachable on any of these grounds, can either be prevented from probate in the ecclesiastical courts, or may be set aside by bill in equity. " 34. Your Committee have endeavoured to test the efficiency of the exist- ing law by experience. " 35. Among other witnesses, they have examined Mr. Wale, who stated to the registrar of the Consistorial Court in Dublin, his wish to find out any wills in which the death of the testator took place immediately after the date of the will. The registrar of the court, of which Mr. Wale's father-in- law was the judge, selected such wills as he thought bore most upon this point. In most of the forty to seventy or eighty so selected, Mr. Wale saw there was a considerable lapse of time between the date of the will and the date of the death. He therefore put them aside, and procured copies only of those in which the time between the death of the testator and the date of the will was short. " 36. Those wUls, so selected, Mr. Wale submitted to your Committee. " 37. In every instance in which they have had the opportunity of ex- amining evidence as to the circumstances under which those wills were made, it appears clearly that not the slightest trace of undue influence is to be found.* " 38. As the witness stated, that his motive for instituting the inquiry he made, was the feeling that, if there were any wills of the same description as the first he examined, viz. that of Marcella Ayres, such a discovery would certainly lead to the necessity of extending the Statute of Mortmain to per- sonalty as well as real property. Your Committee think it important to ob- serve, that the object of the Eey. Dr. Yore, in inducing Marcella Ayres, shortly before her death, to make a will, was to prevent the whole of her property from falling absolutely into his hands, as it would have done if she had died intestate. " 32. Your Committee, on this matter, draw attention only to the evi- dence of Mr. Wale, as he is the only witness examined before them who has investigated any large number of cases, for the purpose of discovering in-- stances in which undue influence might be suspected; and it must be evident, that no law can provide against isolated cases of carelessness or injustice. " Your Committee, influenced by these considerations, therefore agree with the Right Hon. Thomas Pemberton Leigh, the" highest legal authority who has appeared before them, that the inconveniences arising from gifts of personalty in favour of charities, are not such as to require legislative interference. "41. Your Committee have had evidence given to them concerning the prevalence of what have been inaccurately called secret trusts and spiritual wUls ; that is to say, gifts and devises of property which are legally abso- lute and free from any trust whatever, but which are accompanied by some declaration of the intention of the donor or testator, in such a form as to be binding upon the conscience of the person to whom the property is given, and to constitute him, by a conscientious obligation in the nature of a debt of honour, a trustee for particular specified objects. In such cases, these intentions are not submitted to the court on probate, or in any other way disclosed, either when the gift takes efieot, or subsequently in the course of the administration of the property. In some instances, these instructions appear to be communicated verbally, or, if expressed in writing, are care- * What can be thought of the fairness or justice of the Committee in re- fusing to insert -this paragraph ? APPENDIX. 345; fuUy friimed so as not to constitute a trust within the rules of a court of equity. " 42. This state of things seems to be the obvious and inevitable result of that code and that policy by which Roman Catholic property, instead of being protected by law, was attacked by law. An alteration of the law in this respect, would greatly diminish the frequency of such dispositions by Roman Catholics. " 43. But the obligations arising from the wishes of a testator, are not within the province of municipal law, for no law can prevent a legatee or an heir from holding himself bound in conscience to execute those wishes, to which, indeed, the opinion of mankind attaches a peculiar sacredness ; and cases of this description are of daily occurrence, in one form or other, among all religious denominations.* No. III. COURT OF CHANCERY IN IRELAND. TRINITY TERM 1852. Carherry v. Cox.\ — This was an ordinary suit to administer the estate of the late Richard Keatinge, Esq., of Dungarvan. The usual decree for an account of the debts, legacies, &c., had been obtained. The case novsr came before the court on exceptions taken by the residuary legatee, Mr. Cox, to a portion of Master Henn's report, finding, in the usual manner, amongst others, a variety of bequests for charitable and religious purposes to the parish priest of Dungarvan, to the convent at Dungarvan, and to the monks of Mount Melleray, and of the monastery of Shandon, county Waterford. The first exception stated that, inasmuch as the said master (Henn) had found that the said testator, Richard Keatinge, by his last will and testament, bearing date the 8th of January 1844, devised and bequeathed the sum of £20 yearly to the monks of Shandon, near Dungarvan, to provide clothing for the poor children attending their school, whereas the said master should have found such devise and legacy as void and inoperative, same being given to a body not recog- nized by law and incapable of taking the same, and that there was no * The remainder of the draft did not differ from the Chairman's as agreed to, ante, p. 238. t A case showing that the old mortmain laws cannot apply to Catholics, (as their religious houses are not recognized as corporations with perpetual succession,) and that they cannot take bequests in any legal capacity, but that tlie " emancipation" act practically confiscates such bequests. 246 APPKNDIX. evidence beforethe said master of any legal body being in existence and known as the monks of Shandon, and no suiEcient evidence to sus- tain said finding. There was a similar exception to that portion of the report of the master, finding in the usual course, a similar bequest of £20 a-year to the monks of Mount Melleray, near Cappoquin, in the county Waterford, for the repairs and improvement of their chapel and lands. Mr. Brewstek, Q.C, on behalf of Mr. Cox, the residuary legatee and the party excepting, stated the exceptions. The learned counsel submitted, that the exception to the report for not finding the dura- tion of the bequests, or the period for which they should be paid, was one which ought to be allowed. The second exception, taken on the ground that the master had not ascertained, by legal evidence, the existence of any such persons or bodies as those mentioned by the tes- tator, was one, the validity of which could not be disputed. Accord- ing to the statute law, all such bequests to such persons or bodies were absolutely and distinctly prohibited. He apprehended that, independ- ent of the primary objections, a devise to such persons or communi- ties chargeable upon real estate, would be open to many serious and fatal objections, but even if they were merely chargeable upon the real estate, the demise would be void and inoperative. He did not in- tend to contend, that the bequest to the parish priest of Dungarvan, for the purposes specified, was void — neither was it his intention to make any objection to the bequest to the nunnery at Dungarvan; for in the enactments directed against religious orders and communities, exceptions were made for nunneries. But he submitted, that the be- quests to the monks of Shandon and of Mount MeUeray, according to the authorities upon the subject, we^e void and inoperative in the eye of the law. In support of this proposition, he would refer to the 28th section of the act of George IV, or, the Catholic Relief Act, which stated: — "And whereas Jesuits, and members of other religious orders, communities, or societies of the Church of Rome, bound by monastic or religious vows, are resident within the United Kingdom, and it is expedient to make provision for the gradual suppression and final prohibition of the same therein: be it, therefore, enacted: That every Jesuit, and every member of any other religious order, or community, or society of the Chvu:ch of Rome, bound by monastic or religious vows, who, at the time of the commencement of this act, shall be within the United Kingdom, shall, within six calendar months after the commencement of this act, deliver to the clerk of the peace for the county, or the place where such person shall reside, or to his deputy, a notice or statement in the form, and containing the particulars re- APPENDIX. 347 quired to be set forth in the schedule to this act annexed. And if such person shall not do same, he shall forfeit for every month he resides within Her Majesty's dominions after the passing of this act, the sum of £50". The master had received no evidence, as he ought to have done, of the existence of the religious bodies mentioned in the will of the testator; and secondly, of their having been in this country at the time of passing the Catholic Relief Act, and of their having complied with the provisions contained in that act for legalizing their existence. There was no proof of any kind before the court, that all or any of the monks at Mount Melleray, or at Shandon, had been in this country previous to the passing of the act, and of their having complied with its provisions; therefore, the court could not regard them as parties to the cause in a legal sense. The 29th section of the same act provided, " that if any Jesuit, religious order, or community, or society, as aforesaid, should come into the realm after the passing of that act, he should be deemed guilty of a misdemeanour, and on being thereof lawfully convicted, should be sentenced and ordered to be banished from the United Kingdom for the period of his natural life". In other parts of the act, there were provisions for the admis- sion of such persons into the United Kingdom, as, for instance, the permission of one of Her Majesty's secretaries of state. But there was no provision legalising their existence, much less to entitle them to become devisees. The thirty- third section enacted," that if any Jesuit, or member of any religious order, or community, or society, should, after the passing of that act, admit any person to become a regular eccle- siastic, brother, or member of any such order, community, or society, or would aid or assist in administering any oath, vow, or engagement, intended to bind the person taking same W the rules or orders of any such society or community, every person so offending should be deemed guilty of a misdemeanour, and be liable to pimishment for such offence". It appeared manifestly from all these sections, that the legislature , actually prohibited, in the most absolute manner, the very existence of those religious bodies mentioned in the will of the testator, and to establish whose bequests in their favour the sanction of the law was now sought. As to the question of duration, it was clearly the duty of the master to have found and reported the period for which these bequests were to be paid, for the legacies might depend, in some respect, on that find- ing. For example, the question to be decided might have been very different from that now before the court, if it turned out that there was a religious body in existence at the passing of the Catholic Relief Act consisting of five or ten persons, and that they had remained in the country ever since, and that they had complied with the provisions 248 APPENDIX. of the aet. Nothing whatever was found in the report, as to the time the members of the monasteries of Mount Melleray or Shandon were professed, or when they came into this country — nothing as to whether they were natural born subjects, or, as to whether they had complied with the requirernents of the law, and yet, in the absence of all testi- mony or information on these matters, it was sought to obtain the sanction of the law for these bequests in their favour. It, therefore, appeared to him, that these findings of the master, independent of any general question, that might be involved, were invalid. Such findings ought not to have been made, unless the master had a case established before him, showing the legal existence of these bodies in this country, Even in the Charitable Bequests Act, 7 and 8 Vic, c. 97, s. 15, which provided for charitable bequests for Catholic worship, etc., it was stated, that no provision in that act should be construed to render lawful any devise or bequest to any of the orders of the Church of Rome prohibited by the 1 0th of George IV. Under all these circum- stances, he considered, that it was utterly impossible to sustain the report. Mr. Deast, Q.C, said he appeared for the monks of Moimt Mel- lery and Shandon, and he would submit to the court that there was nothing in the present state of the law to invalidate the dispositions of the testator. One of these dispositions provided for the payment of £20 per annum by his executors to the monks of Shandon, near Dun- garvan, in order to provide clothing for the poor children attending their schools ; £20 a- year to the nuns of Dungarvan, to provide cloth- ing for the children attending their schools ; £20 a-year to Michael Cox during his life, and after his decease to be paid to the monks of Mount Melleray, to be appropriated by them to improvement of the chapel of Melleray, and the lands belonging thereto. There was a second devise of £20 a-year to the monks of Shandon, for the purposes aforesaid. The com-t would perceive that the testator had not pur- ported by any of these devises to give a beneficial interest to any of these bodies. The devises were to be apphed to certain purposes, which he thought he would be able to satisfy his. lordship were within the meaning of the terms " chaiitable purposes", as used in that court. But even if the bequests were for the personal benefit of these parties, and to be applied vpithout any control, he submitted there was nothing in the state of the law to prevent them deriving the full benefit of such bequests. He found in a case which arose before the passing of the 10th George IV, the Commissioners of Charitable Donations \. Walsh, reported in the seventh Irish Equity Reports, p. 34, that a bequest of £5 to the priory of Multifainham was held to be good. And that was APPENDIX. 249 done in a cause to which the Attorney-General, the Commissioners of Charitable bequests, and the next of kin, were parties. Though no exception was taken or question raised respecting it, nevertheless it was included in the decree of the Lord Chancellor, and he could not presume that the matter passed sub silentio. He was entitled to con- sider that the then Lord Chancellor had certainly decreed it to be a legal bequest. The Catholic Relief Act recognized the existence and continuance of the religious communities in the country at that time, at least for the lives of the then members, who complied with the pro- visions of the statute. That statute had two objects in view ; the first to legalize the existence in this country of members of religious orders, and that in their character as members of such orders. Another ob- ject was to prevent the introduction into the kingdom, or the creation within the kingdom, of new members. For that purpose, the existing members were required to furnish certain specified particulars to the clerks of the peace, and the act imposed a penalty for a non-compli- ance with these provisions. They were required to specify the name of the community or society of which they were members, and the name and residence of the next immediate prior or superior of the order or society. It therefore seemed impossible to contend that the legislature did not by that provision sanction the continuance of these religious communities within the United Kingdom, at least during the lives of the then members. If so, there was nothing to show that be- quests to these persons, as members of these religious communities, were contrary to the provisions of the statute ; or that they counter- vailed the policy of the legislature. The object of the statute was not to prevent the existence of religious communities, except by the intro- duction of members from foreign parts, and the creation of members within the kingdom, and, therefore, bequests of property to them, under the general description of members of these religious communities, might be perfectly valid. It was said that no sufl3.cient evidence had been laid before the master to warrant him in finding that the communities of Melleray and Shandon existed. The fact of the testator devising property to them, as members of these particular religious communities, was in itself sufficient evidence to wan-ant the master in his findings. If the other side alleged any breach of the statute of Geo. IV, it was for them to have relied upon such breach as a defence before the master, and then, and not till then, would the parties claiming the benefit of the bequest be bound to go into evidence to establish their existence. It not being, in point of fact, disputed that they existed as religious communities, the master could not but find as he did. In the absence of any proof of a prosecution for penalties by the attorney-general, he 250 APPENDIX. should regard them as having a legal existence. It was not incum- bent upon them, in the first instance, to prove that they had not been guilty of an illegal act. In the present case the bequests were not to these parties for their personal benefit, but as trustees for purposes which, in the contemplation of that court, were charitable. And that court, according to its settled established doctrines, would not allow trusts to fail, because of the failure of the trustees. In support of this proposition, the learned gentleman referred to the case of the Attorney- General, v. Stephens, 3rd; Milne and Craig, 347, in which the Master of the Rolls said the failure of the trustee would be sup- plied by the com-t. In the case of the Attorney-General, v. the Bishop of Oxford, -Sri Browne's Chancery Cases, the court, when it could not give efiect to a bequest in the mode pointed out by the tes- tator, did so in a difierent manner ; thus acting upon the doctrine that the failure of a trustee could not prevent the operation of a trust, particularly where the bequest was for charitable purposes ; that the purposes in the present case were charitable could not be disputed. One bequest was for the benefit of poor children attending the schools. Another was for the support of the chapel at Melleray, which was also perfectly legal. The learned gentleman also referred to a decision of the present lord chancellor, when master of the rolls, in the case of Greene, v. Hodgens, 7th Irish Equity Cases, p. 18, which involved the validity of a bequest for masses. The 15th section of the Charitable Bequests Act seemed to him to preclude all question as to the charitable nature of these bequests. By that section lands could be vested in the commissioners for building, enlarging, or upholding chapels for the religious worship of Roman Catholics. This act left the provisions of the 10th George IV, in full operation, but it imposed no restrictions whatever upon religious communities, or upon persons disposed to bequeath property in their favour. If these were bequests for charitable purposes, he submitted that the court was bound, even upon the worst view of the case, to .give them efifect, notwithstanding that the persons named by the testator were disqualified from acting. In the most extreme case, the attorney-general would be entitled to claim these bequests, to be disposed of according as might be directed by her Majesty's sign manual. As to the question of duration, he would submit that these were perpetual annuities. One of them was given, even after an express bequest, to a person for life, to a com- munity that, in the opinion of the testator, was capable of a perpetual existence, but which certainly was capable, according to law, of what he might call an indefinite existence. Under all these circumstances, he submitted that the exceptions were bad, and should be overruled. APPENDIX. 251 The lord chancellor asked the attorney-general if it was his in- tention to interfere in the case on behalf of the crown ? The attorney-general said he did not intend to interfere. Mr. Fkancis Fitzgerald, Q. C. replied on behalf of the party excepting. In the course of his address he said it was clear the testator intended his bequest for the clothing of the boys attending the school of the Shandon-Monastery to be perpetual; in which case the Emancipation Act at once interfered, recognizing, as it did, only such members as existed at the time of its passing, and who had complied with its provisions. The bequest, therefore, could not at all be sus- tained as perpetual. The object of the testator was to assist in keep- ing up the schools perpetually, and this was doing what was contrary to law. The learned gentleman then took up the principal position laid down by Mr. Deasy, viz., that if the court was satisfied of the general charitable intention of the testator, it shoidd see his intention carried out by some legal mode, and proceeded to contend that the bequests could not be taken as indicating a general charitable inten- tion, particularly the bequests for the improvement of the chapel and land attached to Mount Melleray. The Lord Chancellor said, in giving his judgment, he had been con- sidering the questions raised in the above case, as to the validity of certain bequests to the monks of Shandon and Mount Melleray, county Waterford, by the late Mr. Keatinge, of Dungarvan. It appeared to him that the bequest to the monks of Shandon monastery was a valid bequest, inasmuch as it was for a good charitable purpose — namely, the clothing and feeding of the poor children of the school attached to the monastery. It also appeared to him that the monks, who might have been members of the community of the Shandon monastery, at the time of the passing of the Roman Catholic Relief Act, would be proper and eligible trustees to administer the trust under the will of Mr. Keatinge ; but there could be no succession to them ; and, there- fore, after their demise the trust should be administered under the direction of that court for the benefit of the children attending the schools ; and it would become necessary for the master to settle and prepare a scheme for such purpose. With respect to the gift to the monks of Mount Melleray, to be applied for the improvement of the chapel and land attached to the monastery, his lordship said there appeared to be a great difficulty in the way of sustaining that bequest, as he did not think he could regard it as a gift for a general charitaTsle purpose, but should consider it as a bequest for the benefit of the monks themselves. Under these circumstances the impression then upon his mind was, that the bequest was void and inoperative. If 253 APPKNDIX. the learned counsel on behalf of the monks of Mount Melleray thought that they could supply any additional argument or authority in sup- port of the bequest, the Court would be quite -willing to hear them any morning they might think it well to mention the matter. The Court would still reserve its judgment upon the questions which had been raised ; and, in the meantime, he would wish to be furnished with a copy of the Master's report for consideration. The LoKD Chancellok ultimately delivered judgment in the above case. He said — in the will of the late Richard Keatinge, amongst others, there are two bequests of annuities to the monks of the Monastery of Shandon ; the first to provide clothing for the poor children attending their schools, and the second the reversion of an annuity, on the death of Mr. R. Cox, for the same purpose. The Master had found that James F. Broderick, a defendant in the case, was the principal of the monks of Shandon, and it had been objected on the part of the residuary legatee, that the Court could not give eifect to these bequests to monks, nor recognise them as having schools, and therefore, should declare the bequest altogether void. The authority in 2nd Brown's Chancery cases referred to in support of this proposition, did not appear to govern the case before the Court. In his report the Master had found Mr. Broderick to be the principal of the monks at Shandon, and had inferred that he was known to the testator to be the principal officer or member of this community. He (the Lord Chancellor) thought that Mr. Broderick was entitled to be considered as the person, or one of the persons, described by the testator, and consequently that the schools managed by him, or by this community, were the schools in the contemplation of the testator. He, therefore, saw no difficulty in directing the payment to Mr. Broderick, or any of the Shandon community, of the annuity for the charitable purpose intended by the testator. Who these other members were, and whether now living, the Master should make a matter of inquiry. As soon, however, as these persons died, there would be no one to administer the trust, and there would be no longer a school answering the description in the wiU, or indi- cating the general charitable intention. There could be no doubt but the poor children of the district attending the schools in question were intended by the testator to be the permanent recipients of his bounty; therefore, the circumstances of the school ceasing to answer the de- scription given in the will would be no reason for refusing to effectuate the charitable purpose of the testator. For this there was abundant authority. His lordship then referred to the case of the Incorporated Society v. Price, 7th Irish Equity Reports, which, he said, though it APPENDIX. 253 did not bear directly upon the present case, yet fully established the principle he had laid down. It would, therefore, be for the Master to ascertain who were the individuals described as the " monks of Shandon" at the time of the death of the testator, and to them the Court would direct the payment of the annuity for the purpose speci- fied. He would also refer it to the Master to prepare a scheme for the administration of the charity, such scheme to take effect upon the death of the last survivor of the monks who were members of the community at the time of the testator. The next question in the case related to the payment to the monks of Mount Melleray of the bequest of 201. per annum for the improvement of the chapel and land attached to the aforesaid monastery. The finding of the Master with respect to this bequest was, that the Rev. Mr. Ryan, the successor of the Very Rev. Michael Vincent Ryan, deceased, was the present abbot and principal of the monks of Mount Melleray. From this it was to be inferred, that since the death of the testator, the then abbot of Melleray, Michael Vincent Ryan, had died. He (the Lord Chancellor) could not recognise any right in the deceased abbot's successor; neither could he discover any general charitable purpose in the bequest, which would authorise him to direct the preparation of a scheme for the administration of the trust. The particular object of the bequest was the improvement of the chapel and land belonging to Mount Melleray, and as it did not answer the description of a general charitable purpose, the residuary legatee should take the bequest.* * Chancery has, in this instance, been but a too faithful expounder of the bills of its creator and sovereign lord, the Parliament. But what is the result 1 Here is a bequest to an object as deserving as any the sun shines upon ; we do not say as deserving merely in the sight of God, but in the sight of any statesmanship that is not altogether blind or wicked. A bequest to a body of men who (their value in a spiritual sense altogether apart) have been the best agents of civilization in the locality where they lived, labo- riously tilling the barren mountain sides, teaching the children of the poor, inculcating by precept and example all the virtues which make good men and valuable citizens. The state, for its own sake, should be glad and proud to encourage such men ; the law, if it seeks to rest itself on any higher sanction than brute force, should joyfully accept, facilitate, and smooth the way for their support and endowment. Yet it is these men, and all others bound, like them, by vow to similar duties of beneficence and self-denial, whom the law in Ireland proscribes at this day, and places gifts to them on a level with this tribe of immoral and flagitious uses, which the law of every civilized country invalidates. And this, let us remember, is no relic of penal barbarity— no half-obsolete legacy of the days of William, or Elizabeth, or Edward. It is the deliberate enactment of " the great healing measure" — our supreme boast and conquest — the Act of Catholic Emancipation. The direct express provisions of that act for transporting and imprisoning, for extinguishing and suppressing all monks and friars in the kingdom, were so outrageously tyrannical and unjust — were, in short, so infernal — that no government has been found daring enough to suggest their execution. But 254 APPENDIX. RECENT CASES IN THE ENGLISH COURTS UPON THE ACT OF GEORGE II. Befoee thjb Mastee of the RoLis. — In re Clanct. Trinity Term, 1852. In the matter of the Act for securing trust funds, and for the relief of trustees ; in the matter of the two trust legacies of £500, three-and- a-quarter per cent, annuities, each bequeathed by the will of the late John Clancy ; and in the matter of the act for providing summary remedy in case of abuse of trust created for charitable purposes. — the law, it should be always remembered, has two strokes in it — a right- handed and a left-handed one ; if its right hand be tied up from directly iprostrating its enemy, it has still the left free to plunder, embarrass, and obstruct him. So has it fared with monasteries in Ireland. The law does not venture to deport or send to gaol the good monks of Melleray, but it can put its hand into their pocket and rob them of the poor twenty pounds a-year which piety and justice bestowed for the improvement of their chapel and lands. Again, our readers remember that in the first Whig draft of the Ecclesi- astical Titles Bill, there were clauses of the most stringent kind, rendering any gift or bequest to the Roman Catholic bishop of any diocese, under any designation whatsoever, or any bequest for any diocesan purpose, null and void, and that when, upon the remonstrance (as was averred') of Archbishop Murray, these clauses were struck out, the ablest lawyers in England gave it as their opinion that the same result precisely flowed from the bill in its amended form, and that it needed no express enactment to render void a gift bestowed in support of that which the law forbade. For that position, if it needed authority, Carberry v. Cox is an express one. And we may take it now as settled, that all gifts and bequests to the Catholic bishop of any dio- cese, or dean of any deanery, by that name, or for any purpose recognizing the existence of, and in connexion with, any such "pretended" diocese or deanery, will be held void. Add to these the devises expressly invalidated by the Bequests Act, and they form an admirable specimen of the healing legislation of later times. For we must repeat and repeat again, that all this peril and incalculable embarrassment in which Catholic charities are so netted and involved, is the work of one generation. If it were not for the acts of '29, '44, and '51, there would be no peculiar impedimenta in the way of our charitable donations beyond those of the Presbyterians or other dissenters. We have confined ourselves as much as possible to an exposition of the state of the case, leav- ing our readers to draw their own conclusions as to whether it is endurable. Of course we, Catholics, have no right to live in this island as Catholics — we have no right to have monasteries or friaries, to glorify God or do good to man, except by stealth, and evasion, and in contradiction of law. So have the Protestant Parliament and people of England settled it, and we accept it all as perfectly natural. And contemptible and disgraceful as it is for the English government to be for ever enacting tyranny which it dare not exe- cute, and achieving instead paltry, vexatious, and petty robbery, far deeper is the disgrace upon ourselves, that our own corruption, and selfishness, and slavishness, have rendered these things possible. — Tablet. APPKNDIX. 255 This was a petition of the Hev. John Ringrose, a Roman Catholic clergyman, of Reading, and another Roman Catholic, Francis Dearlove, also of Reading. They st?!ted that the testator, John Clancy, late of Reading, formerly broker, in Little Turnstile, disposed of a large por- tion of his property by will to charitable purposes, and dying, left the petitioners trustees of his will, bequeathing to the Catholic bishop for the time being of the London district, £500, three-and-a-quarter per cent, annuities, and £400 like annuities, payable on the death of his wife, Jane Clancy, upon trust to be applied by them for the establish- ment of a charity school for the poor Catholic children in Reading. Also £500, three-and-a-quarter per cent, annuities, and £300 like an- nuities, upon the death of his wife, Jane Clancy, for the formation of a society for the relief of the aged, infirm, or distressed poor Catholics of Reading, or attached to the Reading district, expressing by his will his wish that these four legacies should be transferred to the said executors, and remain in the said public funds, until arrange- ments were made for the formation of the said school and society as aforesaid. And after a bequest to the Berkshire hospital, and another to the dispensary, he bequeathed the residue of his personal pro- perty equally to the trustees of the school and society before men- tioned. The testator died on the 10th of May last. The petitioners stated that the London Catholic district mentioned in the testator's will has, since the time when the will was made, been subdivided, and the office of that portion of the said district in which Reading is, has been exercised by the Right Rev. Thomas Grant, of Bishop's House, Southwark ; and the petitioners submitted that the said Dr. Grant was, therefore, the right person to be appointed to be a trustee jointly with the Rev. John Ringrose, and also that said Dr. Grant is willing to become trustee. There had arisen doubts in the trustees' minds as to the validity of the bequest for establishing a Ca- tholic charity school, which brought them to the course of petitioning the Lord Chancellor, that these several legacies now standing to the account of testator's estate, in the name of the Accountant-General, may, upon Dr. Thomas Grant being constituted such trustee, be trans- ferred to the petitioners, John Ringrose, and Dr. Thomas Grant, before-mentioned, as Roman Catholic bishop of the subdivision of London district, comprising Berkshire. All parties interested were •willing to agree to the prayer of the petition, as soon as the shares of the school and society for poor Catholics should be ascertained, and the petitioners prayed the Lord Chancellor that he would give such directions as to him seemed proper, to carry out the charitable inten- tions of the testator in regard to these two charitable institutions. 256 APPENDIX. Mr. F. HiNDE Palmek supported the prayer of the petition, and Dr. Thomas Grant's interest. He anticipated no difficulty would arise in carrying out these trusts, which did not come within the statutes of Mortmain ; he maintained that with respect to the school, the single question, whether to execute the expressed purpose of the testator, land must be purchased for erecting a school. The testator had directed only that a proper school-house should be provided, which might be by hire of premises for the purpose. See " Sir John Leach's judgment", 3 Madock's Reports, page 467. Mr. FoLLEXT and the Aitobney-Genekal, on the other side, were heard for the residuary legatees' interest and the Crown. The Mastek op the Rolls said, the object of the trust under the devise of the testator was to provide and establish, by means of his trustees, a school and a society, and this appeared to him to require, as the sole means of carrying out the testaT;or's object, that the testator should be empowered to purchase land for that purpose. This brought the case within the operation of the statutes of mortmain, which had in contemplation such purchase and appropriation of land for purposes of this nature. With respect to the other subjects of the petition,, they must be ordered as prayed. LOUDON CENTRAL CRIMINAL COITRI, 1863. Dr. Jabez Burns, a Baptist minister, surrendered to take his trial upon an indictment charging him with wilful and corrupt perjury. Mr. Parry and Mr. Metcalf conducted the prosecution: Mr. Ballan- tine and Mr. Hall were counsel for the defendant. The learned counsel for the prosecution, in opening the case to the jury, said it was one of considerable importance, not only from the serious nature of the charge itself, but the position of the gentleman against whom it was made. The defendant was the minister of a bap- tist congregation in Marylebone, and he officiated at a place of worship called Enon Chapel, and the present indictment imputed to him the commission of wilful and corrupt perjury, under very peculiar circum- stances, the nature of which he would briefly state to them. It ap- peared that a Mr. Thomas Gwennap had been, for a great many years, a member of Dr. Burns's congregation, and was much respected in that capacity. He was a man possessed of some considerable pro- perty, the whole of which had passed into the possession of the de- fendant for the benefit of his chapel, and the charities connected with APPENDIX. 257 it. This gentleman died in November 1850, and it was then ascer- tained that, in January 1839, he had executed a deed of gift, by which he charged a portion of his estate with the payment of a sum of £96 per annum for the benefit of the chapel of the defendant, and other charitable purposes connected with his ministry, and the defendant and one of the elders of the congregation, named Makin, were ap- pointed the trustees for carrying out the intentions of the donor. The learned counsel explained, that by the law of mortmain, in order to give validity to such an instrument as the one in question, it was ne- cessary that the deed of gift should be executed at least a twelvemonth before the death of the party making the gift, and also that the gift should be absolute, and pass immediately to the parties on whose be- half the deed was made, the object of the statute being to prevent pro- perty from being improperly alienated from the lawful heirs of a de- ceased party through any religious influence. When the relatives of the deceased became aware of the existence of this deed of gift, they filed a bill in Chancery with the view of doing away with it, the ground upon which this proceeding was taken being, that the instrument was executed in fraud of the law of mortmain, inasmuch as it was never intended by the defendant, or Mr. Gwennap, that the annuity should pass at once to the defendant's chapel, but that a secret agreement was made between them, that the deed should not be enforced until after the death of Mr. Gwennap. The residt of this appeal to the Court of Chancery was, that the defendant was called upon to answer certain interrogatories, and among others, one to ascertain whether any agree- ment was really made between him and the deceased that the provisions of the deed should not be enforced untU. after Mr. Gwennap's death. To this interrogatory the defendant answered, by declaring that no such agreement was ever made; and it was upon this statement that the present indictment for perjury was founded. The learned counsel then stated the nature of the evidence he should produce to show that the defendant was well aware, at the time he made this statement, that it was perfectly understood between him and Mr. Gwennap that the deed was not to be made available until after the death of the latter, and he said, that if he established this fact to the satisfaction of the jury, however painful it might be to them, taking into consideration the position of the defendant, it would be their duty to say that he was guUty of the serious charge made against him. An officer of the Court of Chancery produced the several documents, which were read by Mr. Straight. The defendant appeared to have sworn positively, that neither at the time the deed of gift was exe- cuted, or at any other, any agreement or arrangement existed between 258 APPENDIX. him and his co-trustee and the testator, that the deed was not to be carried into effect until after the death of Mr. Gwennap ; but it ap- peared, that he stated at the same time that, in consequence of the liberality of Mr. Gwennap to the ministry in question, and the chari- ties belonging to it, the trustees never intended to enforce the deed until that event took place. Mr. East, one of the deacons of the chapel, deposed that in 1843, in consequence of the death of Mr. Makin, he became a trustee to the deed in question with the defendant. On the 20th of December 1847, he went by appointment to Mr. Gwennap's house, and met the de- fendant there, and they both signed the following document: — " Whereas we, the undersigned, being the legally appointed trustees and executors of certain bequests and annuities left to Enon Chapel, and bene- volent institutions connected therewith, do declare and affirm that we are fully aware that Mr. Thomas Gwennap bequeathed the said annuities by bond or gift in January 1839, to meet the legal difficulties arising from the law of mortmain, but desiring that the said annuities should not be paid till after his decease. And furthermore, in lieu of these, he has, during his life, contributed to the aforesaid charities liberally. Therefore, we do hereby declare that we could not, in justice, demand any of the annuities until it shall please Divine Providence to remove by death Mr. Thomas Gwennap. And in proof of our purpose and intention, and for the satisfaction of Mr. Gwennap and his heirs, we do attach our names to this document, which we wish to be an entire discharge of all claims on said bond up to this date, and also engage to renew the same discharge every half year during the life of Mr. Thomas Gwennap." Cross-examined. — He had known the defendant thirteen years, aiid he bore a very high character. The defendant would be entitled to receive £40 a-year under the deed, providing his stipend as minister of the chapel did not^mount to £150 a-year, but he had never, in point of fact, received a single farthing under the deed. The charge against the defendant was investigated before Mr. Jardine at Bow-street, and he dismissed it. Mr. Bishop, who married one of the daughtets of Mr. Gwennap, appeared as prosecutor on that occasion, and was ex- amined as a witness. The charge was dismissed by the magistrate without the defendant being called upon to give any evidence. Before the investigation at Bow-street, witness had forgotten having signed the document that had just been read, and it was recalled to his me- mory by the defendant. He believed, that the paper in question was drawn up at the suggestion of Mr. Bishop, and upon his representa- tion, that unless something of the sort was done, the estate might be called upon to pay the annuity. The deceased gentleman was a man of very strong mind. He was very liberal to the chapel, and he gave them a larger amount every year he lived than the sum that was re- served by the deed. APPENDIX. 259 By Mr. Parry. — He was certainly aware that the annuity was not to be paid until after Mr. Qwennap's death, and he knew that the de- ceased always understood that the deed was not to be carried out until he was dead. When the deed was executed, in 1839, Mr. Gwennap was very iU, and believed that he could not live long. He remem- bered a check for £1,045, signed by the deceased, being shown to the elders of the chapel in 1850 by the defendant, but he did not recol- lect what he said exactly, but his object was to show, that the check had been sent to the chapel by the deceased. This check was never made use of. Miss Jane Gwennap deposed that she was the daughter of .the de- ceased, and one of the parties to the Chancery suit to do away with the deed in question. Her father was eighty-six years old when he died. She knew the defendant as the minister of Enon Chapel, and he was in the habit of visiting at their house constantly. At the time the deed was executed, 1839, she remembered hearing her father and the defendant have some conversation respecting it, and she heard her father say to the defendant that the money would not be payable until his death. The defendant was left executor of her father's will, and he had now the entire control of his property, which by the probate appeeired to have been sworn to be under £6,000 in amount. In June 1850, the defendant dined with them, and after dinner he asked her father to give him a check for £1,045, and her father observed to the defendant, that he supposed he had been taking some advice, and he said that he had, and he dictated the terms of the check, which was supposed to be given for the arrears of the annuity of £95 up to that period. It was understood, that the check was to be shown at a meeting at the chapel in the evening, and that then it was to be re- turned, and that it was given merely as a matter of form. In the evening, the check was brought again to their house by the defend- ant, and he told her she might either keep it or destroy it as she pleased. She locked up the check, and after her father's death the defendant asked her for it, and she gave it to him. When her father signed the check, he told the defendant there was not enough money at the banker's to pay it. Witness was a member of the defendant's congregation for many years, but she was expelled after these proceed- ings, and her books were sent to her from the chapel. The witness was cross-examined at some length by Mr. Ballaniine upon matters of a personal character, which it is not necessary further to allude to, with the view of showing that there were reasons which justified the defendant in acting in the manner represented towards her. It also appeared that the defendant had written two letters to 260 APPENDIX. the witness, in which he threatened to prosecute her, if she did not state publicly that there was no truth in the reports that she had cir- culated that he had used improper influence with her father to induce him to make the bequest to the chapel ; and that he had advised and arranged with him to make the bequest in a form so as to evade the law. A clerk from Messrs. Drummonds' was called to prove that at the time the check for £1,045 was given by the deceased, there was only a sum of £175 standing to his credit at the bank, and this closed the case for the prosecution. Mr. Bailantine then made a most earnest and energetic address to the jury on behalf of the defendant. He admitted that the case was one of very great importance, but he said he felt confident that when the jury looked at aU the facts, they would at once be of opinion that there was not the slighest foundation for the present charge, and that they would, by their verdict, restore the gentleman who now stood before them as the defendant to that position among his own friends which his conduct up to this period entitled him to stand in, and that his character would not be at all affected bythe share he had taken in this transaction. He then called the attention of the jury to the law of mortmain, and said, that before they would be justified in coming to the conclusion that the defendant gave a false answer to the interrogatory upon the subject of the deed, they must be satisfied that at the time the deed was executed a secret agreement was entered into, in contravention of the law, that the deed was not to be enforced until after the death of Mr. Gwennap ; and he submitted that there was not one tittle of evidence to support such a conjecture. That the trustees, out of consideration for the donor, might afterwards have declined to enforce the deed, was very probable ; but they had a right to do so if they pleased, and it would not in any way affect the validity of the deed of gift. With regard to the conduct of the donor in alien- ating the property from his own family, they had nothing to do with that matter. Many men had thought it right to give a portion of their property for good and charitable purposes, and the law, under certain restrictions, allowed them to do so ; but, undoxibtedly, such a pro- ceeding was calculated to give grave offence to those relatives who were deprived of that property, and he contended that the present prosecution had been instituted solely out of a vindictive feeling on the part of the relatives of the deceased. The learned counsel then reminded the jury that this charge had already been investigated by a most learned and intelligent magistrate, who, after hearing all the facts, had dismissed the case ; and he said that the parties who pro- APPENDIX. 261 tuoted the prosecution, not content with this, had then gone behind the back of the defendant and preferred the present indictment before the grand jury, evidently for the purpose of gratifying a revengeful feeling, and in the hope of destroying the character of the defendant. A great number of highly respectable witnesses were called to speak to the defendant's character. The Recosder summed up the case with great clearness and impartiality, and The jury, after deliberating for a short time in the box, expressed a wish to retire. They returned into court in about a quarter of an hour, and gave a verdict of " Not Guilty." Mr. Metcai.p applied for the expenses of the prosecution. The Recokder said he must consider a little before he granted the application. The charge had been investigated by a magistrate, and dismissed, and after this the parties chose to go before the grand jury of their own accord, and he doubted, under these circumstances, whether he should be justified in allowing the expenses. — Times.* * The Tdegraph, copying the above, said : — " We transcribe this report for the information of our readers ; introducing it with this single observation, that somehow or other it happens that amidst all the cases of Catholic wills brought forward before the Mortmain Committee, not one occurred in which children or wife, or such near relatives, were left unprovided for ; but that — even although there was no endeavour made to bringforward any Protestant cases — some incidentally transpired ; and in these it appeared, that it had often occurred that even children were left utterly unprovided for. Now this is remarkably illustrated in the report we have referred to. For it there appears that, an old man of the " Baptist persuasion", at the age of nearly ninety, left all his property to the parson or preacher of the chapel he fre- quented, to the utter dispossession of his family. Oh, what an uproar would have been made about this, had it been a Catholic priest concerned ! How all England would have rung with it ! If the Committee had been sitting, how they would have sifted it ! How sharply they would have searched into it ! How severe the ordeal t}x& priest would have passed through ! The preacher, however, escapes unscathed, except by the natural indignation of disappointed relatives ; and the indictment for perjury that indignation led to ; and on which he was at once acquitted. Would any Protestant com- mittee allow one of the relatives, after that verdict, to come forward, and, unsworn, again impute to this parson the perjury of which he had been ac- quitted 1 Yet that was what the late unscrupulous Committee did allow to be done in several cases in which priests were implicated. In the present case, so far from there being any outcry against the man, the sympathy seems to be with him. What a contrast to the case of CarbS, with which, about this time last year, all England rang ! He had no family, no near re- lations, none nearer in blood than a tenth cousin, nor nearer in distance than France ; yet he left ^3,000 to that distant connexion, and about twice as much to the chapel he attended. This was exclaimed against as infamous, for a priest was a party to that wUl. Here is a case of a man leaving all his property away from his own children, and nothing is thought of it, for it is a Vioteata^t preacher who profits by it! Can anything more clearly display the blindness of bigotry and prejudice ? But it shows more; it shows the 263 APPENDIX. THE LAW OF MORTMAIN. raoM THE " tablet". The Committee of the House of Commons, to which was entrusted the work of investigating the non-operativeness of the principle of the law of Mortmain, has made a report which is highly satisfactory to the mere men of the world. That report is understood as a hlow against Catholicism, and as a general condemnation of the Catholic priest, as such. The priest, in the Protestant sense, is a poor and mean-spirited wretch — except at general elections — who prowls about the beds of dying men, and filches the substance of heirs at law. He lives, it is true, in poverty, but for all this, he makes wills, and re- ceives large legacies. People die every day and leave their estates to priests, .who, nevertheless, continue in poverty, and never assume courage enough to buy a carriage, or hire even a footman. This is one of the miysteries of priestcraft. Land cannot be the subject of a charitable bequest, but it may be given to a spendthrift and a stranger, to the prejudice of families, friends, and heirs at law. It may not be given for any good purpose, but it may be given to the most worthless man, either in fee-simple, or for his life. The legatee may spend it in vice, gamble with it, or send the produce to a foreigner. He may do what he likes with it ; but it may not be given to maintain the poor, nor as a site for a church. Personal property, such as money in the funds or at the bankers, is not at present liable to this restriction. A testator may dispose of this as he pleases. But modern economists are troubled at this in- equality in the law, land they are anxious to subject personal property superiority of the Catholic religion. We point with pride to every Catholic will brought forward, as a proof of the goodness of the moral theology taught by the Church, for those wiUs all prove that Catholic testators understand thsiix first duty is restitution ; their second, due provision for their relations ; the thirdf proper liability for charitable and pious purposes. Whereas, Protestant evidence reluctantly and incidentally discloses, that it is quite common among Protestant testators to leave all their property, with utter disregard either of duties of restitution or family provision, to some charity, not for the sake of charity, but, as the witnesses expressed it, from mere mo- tives of vanity, to give their names to some fund or edifice, often disinherit- ing their children for the miserable gratification of that most miserable feel- ing, death-bed vanity. We repeat, not a single soUtary instance of such a case of this kind has been adduced amidst all that were ransacked in the re- searches, and prompted by the most bitter hatred of the Catholic priesthood ; not one Catholic case can be found at aU like that which we refer to in the newspaper report. This is a result the Committee did not contemplate. •They meant of evil, but Providence hath turned it to good'." APPENDIX. 363 to the restraints wtich encumber realty. If they succeed in this, they will obtain the benedictions of the wicked, and profligates will be grateful to them for their work. The poor and the necessitous have the workhouse and the prison before them, and these places are more deserving of public support than almshouses and hospitals ; convents and monasteries are of course pure abominations, which no enlightened government can tolerate, if it can suppress them. The modern successors of Cardinal Langton have but one special object in view ; but as privUeges and burthens are odious in them- selves, they are obliged to enunciate a general principle, in order to effectuate a special end. These excellent individuals hate the Church and her ministers, but have not the courage to say that legacies to Catholics, as such, shall be void. They proscribe, therefore, charity in general, in order to restrain its particular exercise. But as recent events have not tended to give us a favourable view of their proceed- ings, they are now disposed to give us a little protection, provided we give aU publicity to our charitable arrangements. If we shall be fools enough to do this, no doubt, when the time shall have come, they will be ready to allow us to begin again, by robbing us of all we possess. Secret trusts may be an evil, but they are not sins. They are un- avoidable under the English government. They are happily beyond the reach of lawyers and of law, and will continue so long as the ne- cessity for them exists. The Committee proposes to abolish the doc- trine of "superstitious uses", as it stands defined at present, but it also proposes that it shall be established on another basis. This may be a gain, or it may be a loss. At any rate we must be prepared ; and so long as there shall be lawyers who, for their fee, will help us to evade the law, so long, of course, we shall be able to do so. It wiU be a duty so to act, for a Cottenham or a Campbell may co-exist with the British constitution in Church and State. " To allow a man", says the Times, "to dispose of his property for the benefit of his soul, and bribe the powers of the next world with that which he is unable any longer to enjoy in this, is a transaction too full of selfishness on one side, and imposture on the other, to be tolerated in any well- governed country." The unconscious infidel who wrote this may, or may not, become a judge ; and whether he does become one or not, matters but little, for he is not alone in his opinion. Others there are sufiiciently numerous to annoy us, and against whose machinations we are bound to be on our guard. With a Catholic it is a duty to dispose of his property, both in life and on the point of death, " for the benefit of his soul" ; 264 APPENDIX. for to him " the powers of the next world" are also the "powers" which he must propitiate, or "brihe", as the infidel has it, in this. If, then, a well-governed country cannot tolerate such a practice, we must evade the laws, and save our souls at the expense of our bodies. We must give up the notion of being good subjects or citizens, in order to become good Christians, which is, in truth, a matter of more consequence. Parliament may pass laws against charitable bequests ; but its laws will not hurt us, provided they are sufficiently oppressive. What we have to fear is apparent civility, and the pretence of doing us a ser- vice. Laws that invite us to declare trusts, and which promise security, are far more to be dreaded than the most stringent prohibi- tions. Against the former we have no weapons, but against the latter we shall be proof. A guasi recognition of Catholic trusts will end in' confiscation, but a complete proscription of them will be a fountain from which they will spring forth, and out of which we shall maintain schools, priests, masses, and all other " superstitious uses", which the infidels so impotently hate. SUPERIOR ADVANTAGES OF, THE RELIGIOUS ORDERS. Letteb to the Editok op the " Tabiet." Grove-end, St. John's Wood, London. June 15th, 1852. Mt deak Sik,-^As it is vitally important for us that our very limited charitable finances should be applied most efficiently to their respective objects, the following statement on economy in the education of the poor, must prove interesting and instructive to the readers of your valuable journal. In May 1848, as it was clear that a great evil existed, we deter- mined to apply to it the most efficacious remedy, by the erection of St. Edward's Convent of Mercy and Poor Schools in Blandford-square, situated in the centre of the parish. Here we have ample accommo- dation for thirty nuns, and 1,000 poor female children. The cost of ;these erections is £9,000. For this outlay a permanent provision is made for the education of 1,000 poor children, under the fostering care of a religious community of ladies, who not only provide means for their own support, but also have subscribed thq sum of £2,000 towards the erections. But, under a system of lay or secular education, our charitable APPENDIX. 265 finances are burthened, not only with, the erections, hut also with the support of the teachers in the schools; so that the erection of such schooh'ooms as the above, for the accommodation of 1,000 children, will cost £3,500. This number of children will require at least eight teachers, allowing 125 children to each. The erection of suitable lesidences for these teachers will cost not less than £2,000 ; the salaries of the teachers will average at least £35 each per annum. This will be an expenditure of £280 in wages alone per annum. The in- vestment of money at the present rate (three per cent, interest), will require a sum of £9,333 6 : 8 to realise an annual interest of £280. So that the general outlay for the permanent establishment would stand thus : — For the erection of the schools „ Teachers' residence Endowment fund for wagea .... Whereas the expenses under a religious community is Difference ..... But in the case of Blandford-square, where the ladies have contributed towards the erections Which reduces the burthen on the public charity from To Compared with the above ..... Leaves in favour of the Nuns . . .£7,833 6 8 Or less than half the expenses necessary for education by secular teachers. In addition to these important pecuiiiary advantages, we have secured to our sick and poor, of every age and sex, the inestimable blessing of the tender care of these angelic dispensers of the choicest blessings of God, both corporal and spiritual. Clothing the naked, feeding the hungry, instructing the ignorant, soothing the sorrowful, and comforting the afflicted. We regret to have to state that a debt of more than £2,000 stiU remains on the buUding account of this noble institution. We have commenced the excavations for the erection of the House of Mercy for the reception of sixty poor servants of good character, out of employment. The munificent donation of one bountiful benefactor will nearly cover the whole outlay on this new erection ; but this do- nation does not in any way affect the above-named debt on the existing erections. We earnestly invite those charitable souls whom a bountiful Provi- £3,500 2,000 9,333 6 8 14,833 6 8 9,000 5,833 6 8 2,000 9,000 7,000 14,833 6 8 266 APPENDIX. dence has blessed witt the means, to co-operate with the pious Nuns in their meritorious labours ; and by their timely aid to relieve them from the embarrassment of this weighty debt which is now pressing upon them. Contributions will be thankfully received by the Kev. Mother at the Convent, and by, dear Mr. Editor, yours, very truly, &c., James O'Neal.* * The above letter of this valued and revered priest admirably shows the superiority in efficiency and economy of the religious system. FINIS. INDEX, Act of George II,' debates on in 1736, 88 ; principles and provisions of, 76 ; cases on, 85 Alienation of land, anciently mirestriot- ed, 17, 34 ; feudal restraints on, 26 ; removed, 43 Ancient laws as to death-bed disposi- tions, 18 ; as to provision for relations, 54 ; altered, 55 Appendix, 169 Ardibishop of Westminster, bis evidence, 223 ; his treatment, 49 Archbishop of Dublin's evidence, 220 Bach, Mr., his evidence, 186 Bequests, ancient law as to, 18 ; for cha- rity encouraged after the Reformation, 47 ; effects of encouraging, 48 ; for Catholic purposes proscribed, 50; alteration of the law as to, 52 Bishop of Southwark, his evidence, 225 ; of London, his evidence, 192 Blake, Eight Hon. Anthony, his evi- dence, 181 Bowyer, Dr., his cooperation in the coun- ter report, 239 Burge, Mr., evidence of, 177 Cardinal Wiseman, treatment of by the Committee, 152 ; evidence of. Appen- dix, 224 Cases, on ancient mortmain laws, 29 ; on modem law, 80 ; on the penal laws, 58 ; of Catholic bequests, 127 Catholic bequests illegal, 50 ; prevented from holtUng land, 58 ; secret trusts, 62, 93 ; doctrine as to rehgious be- quests, 228 ; provision for relatives, 164 Charity, deohne of after the Revolution, 46 Committee on the law of mortmain, 1844, 113; 1851,137 Corrupt character of the age of the Ee- volution, 65 Cox, Dr., his evidence, 194 Cripps, Mr., his evidence, 188 Debates on act of George II, 1736, 68; on laws of mortmain, 1844, 1 20 Effects of old mortmain laws, 32 ; of modem law, 84 Evidence of Sir F. Palgrave, 170 ; of Mr. Burge, 177; of the Lord Advocate of Soofland, ] 80 ; of Eight Hon. Anthony Blake, 181; of George Frere, Esq., 182; of George Hadfield, Esq., 184; of E. M. Milnes, Esq., 185 ; of Adolph. Bach, Esq., 186 ; of E. Mathews, Esq., 187; of W. Cripps, Esq., 188; of E. Neville, Esq., 189 ; of John Hodgson, Esq., 189 ; of C. Hodgson, Esq., 190; of George Jelf, Esq., 191 ; of George Gibson, Esq., 192 ; of the Bishop of London, 192 ; of Dr. Cox, 194; of J. Eastwood, Esq., 196; of the Eev. T. Sherborne, 197; of the Eev. E.Trappes, 199; of Mr. Chapman, 205; of Mr. Shelford, 207 ; of Mr. Bunting, 208 ; of Mr. Bates, 210; of Mr. Hitchin, 211 ; of the Eev. H. Venn, 211 ; of the Right Hon. P. Leigh, 211 ; of W. H. RiddeU, Esq., 213 ; of Mr. Bray, 218 ; of Mr. Skirrow, 215 ; of Mr. Cooke, 217 ; of the Lord Provost of Edin- bugh, 219 ; of the Eight Hon. T. C. B.Smith, 219; of the Eev. R.O'Hanlon, 220; of Mr. Sinnott, 220; of the Archbishop of Dublin, 220; of Mr. Wale, 221 ; of the Eev. J. Kavanagh, 222 ; of Mr. Harting, 233 ; of Car- dinal Wiseman, 333 ; of the Bishop of Southwark, 225 Feudal system, nature of, 17; unfa- vourable to alienation of land, 31; real scope of mortmain laws, 27 ; put an end to, 55 Frere, Mr., his evidence, 182 268 INDEX. Gibson, Mr., his evidence, 192 Hadfield, Mr., his evidence, 184 Hodgson, Mr., his evidence, 189 Jelf, Mr., his evidence, 191 Keogh, Mr., his conduct on the Com- mittee of 1851, 140 Leigh, Eight Hon. Pemherton, his evi- dence, 211 London, Bishop of, his evidence, 192 Modern law against testamentary dis- positions for pious purposes, 79 ; cha- racter of the age in which it passed, 65 ; real reason and policy of, against charity, 83 ; results of, 85 ; debates on, 72 ; opinions upon in Parliament, 108; in the evidence, 113 JNIonsell, Mr., his labours on the Com- mittee of 1851, Mortmain laws, origin and nature of, 21 ; cases upon, 29 Neville, Mr., his evidence, Palgrave, Sir F., evidence of, 170 Reformation, age of the, 46 ; its policy as to charity, 48 Religious orders, origin and nature of, 1-16 ; trusts of, how discharged, 36 ; effects of, 38 ; suppression of, 41 ; law as to. Appendix, 260 Report of Committee of 1844, 200 ; of 1851, 229 Revolution, age of, its character, 65 ; its policy as to charity, 83 Smith, Right Hon. T. C. B., his evi- dence, 219 Trusts, spiritual and not legal, recog- nized, 35 ; secret, Catholic or Pro- testant, 92 Undue influence, law as to, 88 Wiseman, Cardinal, evidence of, 220 T. RICHARDS, 87 GJtKAT QUEEN STREET. LIBRAEY OF TRANSLATIONS FROM SELECT FOREIGN LITERATURE. Of late years, there Lave appeared on the Continent a number of Works, historical and general, which, from their intrinsic merits, have acquired the just reputation of Standard Authorities. To the great mass of readers in this country these are necessarily unknown ; not merely firom their being composed in a foreign language, but from the fact that their very titles, beyond being recorded in " Publishers' Lists," have seldom been heard of except by the select few who devote themselves to the study of Continental literature. 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THE POPE; Considered in his Relations with the Church, Temporal Sovereignties, Separated Churches, and the cause of Civilization. By Count Joseph de Maistre. Translated by the Rev. .S^neas Mc. D. Dawson. THE SPIRIT AND SCOPE OF EDUCATION, In promoting the well-being of Society, from the German of Rev. Dr. Stapf. By Robert Gordon, Crown 8vo, cloth lettered, 5s. CANONS AND SSCRXTES OF THE SACRED AND (ECUMENICAL COUNCIL OF TRENT, Celebrated under the Sovereign Pontiffs, Paul III., Julius III., and Pius IV., Translated by the Rev. J. Waterworth. To which is pre- fixed Essays on the External and Internal History of the Council. Dedicated, by permission, to His Eminence Cardinal Wiseman, Archbishop of Westminster. In 1 large vol. Svo, 10s. 6d., cloth lettered. LONDON: C. DOLMAN, 61, NEW BOND-STBEET, And 22, Patemuster Row. ReeenUy Published, in Post ito, handsomely bound, price 16. A TREATISE ON CHANCEL SCREENS AND ROOD LOFTS. Their Antiquity, Use, and Symbolic Signification. By A. Welby Pugin, Architect. Illustrated ■with many figures copied on stone from drawings by the Author. This work contains the following matter : — 1. Of the inolosure of Choirs, from the early ages of the Church down to the present century. 2. Of the .Tube, or Eood Loft, its use, form, and construction, with an account of the most remarkable examples of Jubes, both in English and Foreign Cathedrals, Abbatial and Collegiate Churches. 3. Of open Screens in Parochial Churches and Lateral Chapels, with an acccount of the most remarkable remaining examples. 4. Of the causes which have led to the partial destruction of Screens and Rood Lofts. 6. Of the Four Classes of Ambonoolasls. — 1. The Calvinist Ambono- clast. 2. The Pagan Ambonoclast. 3. The Revolutionary Ambonoclast. 4. The Modern Ambonoclast. 6. An Apology for the present revival of Screens. N.B. — Some Copies are printed on Large Paper, Demy 4to, uniform in size with the CONTEIARTS ; or, a Parallel between the Noble Edifices of the Middle Ages and corresponding Buildings of the Present Day, setting forth the present decay of pure taste. Accompanied by appropriate Text. By A. Welby Pugin. Second Edition, enlarged, 4to, £1. 10s. THE PRESENT STATE of Ecclesiastical Architecture in England. By A. Welby Pugin. With 36 Illustrations. Republished from the " Dublin Review." 8vo, cloth, 9s. SOME REMARKS on the Articles which have recently appeared in the "Rambler," relative to Ecclesiastical Architecture and Decoration. By A. Wjslby Pugin. 8vo, 6d. AN EARNEST APPEAL for the Revival of Ancient Plain Song By A. Welby Pugin. 8vo, 3d. AN EARNEST ADDRESS on the Establishment of the Hierarchy By A. Welby Pugin. . Bvo, 6d. London: 0. DOLMAN, 01, New Bond Street; And 22, Pater Noster Row. JUST PUBLISHED, PRICE ONE SHILLING, THE JHetrijpolttatt $z: ^ro^tttctal CATHOLIC ALMANAC AND DIRECTORY FOR DIVOE SERVICE FOR THE YEAR OF OUR LORD 1853. Containing a, Slemoir and Portrait of the Kate AUGUSTUS WfiLBY NOB,TK»IOIC,E FUGIN, Esq., Architect. A Directory -for the Divine Service, and General Almanac in opposite pages, displaying also each month a list of Missionary Priests who suffered death for Religion in England ; — Lists of Churches, Chapels, and Clergy, arranged in Dioceses, and in Alphabetic Order; — The Hierarchy of England, Ireland, British Colonies, and France ; — List of the Cardinals, and Officers of State at the Court of Rome ; — Religious Orders in Great Britain ; — Colleges, Convents, Schools, and Charitable Institutions, &c. ; — The Catholic Peerage, Baronetage, and Knightage, of the United Kingdom : — A Copious Register of Births, Marriages, and Deaths ; — A List of the House of Peers, and House of CoJTMONs; — Government Offices, Foreign and English Ambas- sadors ; — Information respecting Passports ; — Lord Lieutenants ; — Governors of Colonies ; — Bankers in London ; — East India House ; — The Law Courts, and the Judges with the Circuits ; — Lisf of Law Offices ; — Stamps ; — Assessed Taxes ; — Post Office Regulations ; — Tables of Interest, Wages, &c., with much useful information. Also, uniform with the above, PRIPE THREE PENCE, THE BENEDICTINE DIRECTORY FOR DIVINE SERVICE, FOE THE YEAR OF OUR LORD 1853. Just Published, PRICE TWO SHILLINGS, AGHILLI V. NEWMAN. The Correct and Authentic Report of the Trial and Proceedings in the Case of the Queen, on the Prosecution of G. Aohilli v. J. H. Newman, with Copies of the Documents, Affidavits, an Introduction, and Copious iNTotes, Illustrative of the Character of Belif^ious Houses, Influence of the Confessional, Practice of the Court of Inquisition, &c. By WILLIAM FRANCIS FINLASON, Esq.. of the Middle Temple, Barrister-at-Law. Jtist pullhfied, in Oclaio, price f«. 6