Allen v. Trustees of Nasson Institute

77 A. 638, 107 Me. 120, 1910 Me. LEXIS 80
CourtSupreme Judicial Court of Maine
DecidedSeptember 27, 1910
StatusPublished
Cited by13 cases

This text of 77 A. 638 (Allen v. Trustees of Nasson Institute) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Trustees of Nasson Institute, 77 A. 638, 107 Me. 120, 1910 Me. LEXIS 80 (Me. 1910).

Opinion

Cornish, J.

This is a bill in equity brought to obtain a judicial construction of the residuary clause of the will of George Nasson, late of Sanford, who died on September 17, 1882. This clause is as follows':

"Seventeenth : I give, devise and bequeath unto Asa Low, Esq., Irving A. Butler and Charles H. Frost and to their successors, all the rest and remainder of my real estate in trust for the following purposes, to wit: They shall hold, lease and manage said real estate according to the best of their discretion, during the lives of my two sisters Julia and Joanna, and each year after deducting the expenses of said property and trust, shall pay over to my said sisters in equal shares during their joint lives one half of the net income of said real estate, and after the death of either of them shall pay said half to the survivor. The other half of the net income of said real [122]*122estate shall be safely and carefully invested and the same and the interest and income thereof shall be held until the death of both of my sisters. Then all said real estate except a suitable lot for the building and purposes hereinafter mentioned and situate in my field back of Ridley lot and entrance on Main street in Springvale, Maine, shall be sold and the fund derived from such sale or sales together with the previous income from said real estate and interest thereon, shall be used to establish and maintain an Institute for the education of young ladies to be known as the Nasson Institute, which shall be carried on to promote the moral, intellectual and physical instruction and education of young women. My said trustees for the time being are to have full power and authority to prescribe such fees, terms and rules of admission to said Institute as they may think proper, it being however my wish and direction that female teachers only be employed in said Institute. One half of the fund aforesaid may be used in erecting a suitable building for said Institute and laying out the grounds therefor and the remaining half shall be safely invested and the income thereof only used toward the expenses of said Institute. I advise my trustees to keep the funds invested in bonds of the United States or some northern state, and to make no ' other investment without the consent of the Hon. Judge of Probate for the time being. If either of the trustees named shall decline to serve or whenever either of said trustees shall move away from the state or shall resign or die, I wish the Hon. Judge of Probate to appoint some suitable person to fill such vacancy.”

The will was dated March 24, 1881, was admitted to probate November 7, 1882, and other trustees have succeeded to those named in the will. Both the sisters Julia and Joanna have long since deceased and the amount of the trust fund is now about $32,000, $12,000 of which consists of real estate and $20,000 of personal property. The paragraph in question is neither indefinite nor ambiguous. The testator’s intention could hardly have been expressed with greater precision or clearness. The purpose of this bill therefore is not so much to obtain judicial construction of a [123]*123doubtful bequest as to obtain the authority of the court to use the fund in assisting the town of Sanford to maintain a High School in that part of the town known as Springvale.

It is apparent that the testator had no such intention when he made his will. He was himself a resident of Springvale and presumably acquainted with the school system of the town and its needs. That system is supported by taxation and evidently he did not desire to make donations to the town schools which would afford relief to the taxpayers of the town but would not necessarily tend to the improvement of the schools themselves. His sole purpose was to establish a different type of institution from any existing in the town or perhaps in the state, "an Institute for the education of young ladies to be known as the Nasson Institute, which shall be carried on to promote the moral, intellectual and physical instruction and education of young women.” The institution was to be of a higher type than a high school, with a wider patronage, designed for pupils of maturer age, confined to the female sex, and preferably with only female teachers employed. It was to bear his name. It was, in his mind, to become in time what many similar institutions in other states have become, a prosperous young ladies seminary.

This being the testator’s intention, clearly and unequivocally expressed, we fail to see on what ground this court can justify itself in diverting the trust property to a purpose so radically different as the assistance of a town high school. It is the province of the court to construe a will, not to construct one.

We are urged, however, to do this first on the ground that when the will was made, coeducation was an experiment while now it is an established fact, and it is argued that had the testator realized this, he would not have even advised that an institution be established for the exclusive education of young ladies. The contention is unsupported by the facts. In 1881, when the will was made, all the academies and three of the colleges in the state were open to women and had been for many years. No educational doors then closed lo women have been opened since. Conditions have not changed since the will was made, and even if they had, such change, while it might tend to prove the unwisdom of the bequest in the light [124]*124of subsequent events, would not authorize its diversion to objects not contemplated by the testator.

In the second place it is suggested that the amount of the trust fund is not sufficient to carry out the wishes of the testator, and therefore under the doctrine of cy pres, the court can direct the use of the trust fund for some nearly allied purpose.

The scope and limits of the cy pres doctrine, as a rule of judicial construction adopted and administered by this court, have been so 'exhaustively set forth in Doyle v. Whalen, 87 Maine, 414, and Brooks v. Belfast, 90 Maine, 318, that their further consideration here is unnecessary. A simple statement of the familiar principle will show its non-application to the case at bar. "If the original purpose of a public charity fail and there are no objects, to which under the specific terms of the trust, the funds can be applied, the court may determine whether, in the event that has happened, it was not the probable intention of the donor that his gift should be applied to some kindred charity as nearly like the original purpose as possible.....But if it appears that the gift was for a particular purpose only, and there was no general charitable intention,. the court cannot by construction apply the gift cy pres to the original purpose.” Doyle v. Whalen, supra. This is not therefore the exercise of an arbitrary power but it is in conformity with the one central rule of testamentary.construction, the ascertainment and execution of the intention of the testator. It applies only when two prerequisites exist, viz, when the court can see in the instrument a general charitable purpose as well as a specific gift, and when the specific gift fails. In such a case the failure of one object should not work the failure of both and thus thwart the intention of the testator.

In the will under consideration, neither of these prerequisites exists. The trust has not failed. It has been administered by the trustees these many years and presumably the fund has increased in amount.

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Cite This Page — Counsel Stack

Bluebook (online)
77 A. 638, 107 Me. 120, 1910 Me. LEXIS 80, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-trustees-of-nasson-institute-me-1910.