King v. Trustees of Boston University

420 Mass. 52 (1995)

Quick Summary

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Dr. Martin Luther King (plaintiff), Jr. deposited papers with Boston University (BU) (defendant), intending to gift them gradually until his death, when they would become BU’s absolute property. BU indexed, cared for, and held a ceremony for the papers.

After Dr. King’s death, his wife, Mrs. King, sought their return. A jury determined that Dr. King had made an enforceable charitable pledge to transfer ownership of the papers to BU. The court affirmed this finding.

Facts of the Case

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Coretta Scott King (Mrs. King) (plaintiff), both as administratrix of her late husband’s estate, Dr. Martin Luther King, Jr., and in her capacity, filed a lawsuit against Boston University (BU) (defendant) for conversion. The dispute arose from owning Dr. King’s papers, which had been deposited with BU in 1964.

Dr. King had chosen BU as the repository for his papers due to concerns about their safety in the volatile circumstances of the 1960s. The central evidence was a letter dated July 16, 1964, signed by Dr. King, which stated that he named BU as the repository for his correspondence, manuscripts, and other papers to eventually transfer ownership to BU through annual installments or upon his death.

The letter also established a bailor-bailee relationship between Dr. King and BU.

Procedural History

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  1. Plaintiff filed a lawsuit against BU for conversion, alleging that the estate held title to the papers.
  2. It went to trial and was submitted to the jury on theories of contract, charitable pledge, statute of limitations, and laches.
  3. The jury determined that Dr. King’s letter to BU containing his pledge to transfer ownership of the papers was an enforceable charitable pledge.
  4. The jury also found that BU had taken action based on the promise or had provided consideration.
  5. The trial judge denied the plaintiff’s motion for judgment, notwithstanding the verdict or new trial.
  6. Plaintiff appealed the decision to a higher court for review.

I.R.A.C. Format

Issue

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Whether the party in question made an enforceable charitable pledge to transfer ownership of certain papers to the other party.

Rule of Law

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To enforce a charitable pledge or subscription, there must be a promise to give property to a charitable institution supported by consideration or reliance.

Reasoning and Analysis

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The evidence presented during the trial supported the existence of an enforceable charitable pledge. Dr. King’s letter indicated his intent to transfer ownership of his papers to BU in installments or upon his death.

It also established a bailor-bailee relationship between Dr. King and BU, with BU assuming duties beyond those required as a bailee. Evidence of BU’s actions, such as indexing the papers and making them available to researchers, demonstrated reliance or consideration on their part.

These factors and the broader context of charitable donations established the donative intent necessary for an enforceable charitable pledge.

Conclusion

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The jury’s determination that Dr. King made an enforceable charitable pledge to transfer ownership of his papers to BU was upheld.

Key Takeaways

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  1. Charitable pledges require a promise to give property to a charitable institution supported by consideration or reliance.
  2. A bailor-bailee relationship can be evidence of donative intent in a charitable pledge.
  3. Evidence of actions by the charity beyond those required as a bailee can demonstrate reliance or consideration.

Relevant FAQs of this case

What is critical for a charitable pledge to be legally binding?

For a charitable pledge to be legally binding, clear and unequivocal intent to make a gift is critical. The donor must express an intention to give, and there should be acceptance by the charitable organization. Additionally, any conditions or requirements attached to the pledge should be specified and agreed upon by both parties.

Can a charitable pledge be valid without consideration or reliance?

A charitable pledge can be valid without consideration or reliance. Charitable pledges are often considered binding based on the donor’s clear and unequivocal intent to make a gift, and they typically don’t require traditional elements of contract law like consideration or reliance. The emphasis is on the donor’s voluntary expression of an intention to donate to the charitable organization.

How does donative intent play a role in charitable pledges?

Donative intent is crucial in charitable pledges as it represents the donor’s clear and voluntary intention to make a gift. In the context of charitable pledges, it refers to the donor’s genuine commitment to contribute to a charitable cause without expecting anything in return. The presence of donative intent is a key factor in establishing the binding nature of a charitable pledge. Courts often look for evidence that the donor intended to create a charitable gift, emphasizing the voluntary and altruistic nature of the commitment.

References

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