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Moss
v. Axford, 224 N.W. 425, 246
Mich. 288 (1929)
Author: Anonymous
Facts: Ms. Girard died
leaving all her residue and remainder to her attorney, Axford, w/ instructions
to pay ‘the person who has given’ her care during her ‘declining years.’ Pls,
are her sisters. Df, Axford, drafted the will and was her executor. Df, Piers,
took care of the deceased from the time of the will until death.
Issue: Whether the portion
of the will naming the “person who gave me the best care during my declining
years,” sufficiently describes a beneficiary?
Holding: Yes, the court
could from extraneous evidence ascertain and declare the beneficiary to fully
carry out the intention of the testatrix, the clause is a valid devise in trust.
Procedure: Affirmd.
Rule: Express trusts may be
created for any or either of the following: beneficial interest of any person or
persons, when such trust is fully expressed and clearly defined upon the face of
the instrument creating it. . . .
Rationale: The words used
in the will are precatory, the intent of the testatrix regarding disposition to
the person who provided care for her is manifest, and therefore the language is
mandatory. The residue of her estate should go to the person who gave her the
best care during her declining years, that is not subject to the unrestrained
discretion of Df Axford. Rather he has a duty to perform–he was bound to
exercise good faith in the determination of who had rendered the best care. The
purpose of the testatrix was lawful and unless there is uncertainty it should be
carried out. A beneficiary is not required to be designated by name, or by
description which makes identification automatic. It is enough if the testator
used sufficient language to clearly enable a court to identify the beneficiary
by extrinsic evidence.
Df, Piers was the only one
who rendered care to the deceased from the time of the will until death. A trust
is not invalid b/c the trustee is vested with discretion. When a testator has
given pure discretion to trustees, a court will not enforce the exercise of
power against the wish of the trustees, but it will prevent them from exercising
it improperly.
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