Beals v. Villard

167 N.E. 264, 268 Mass. 129, 1929 Mass. LEXIS 1330
CourtMassachusetts Supreme Judicial Court
DecidedJune 27, 1929
StatusPublished
Cited by4 cases

This text of 167 N.E. 264 (Beals v. Villard) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beals v. Villard, 167 N.E. 264, 268 Mass. 129, 1929 Mass. LEXIS 1330 (Mass. 1929).

Opinion

Field, J.

Harriet G. Flagg, late of Brookline, died. April 9, 1926, leaving a will which was proved and allowed January 31,1927, by the Probate Court for the county of Norfolk. After giving certain legacies she provided as follows: “Fourth. All the rest, residue and remainder of my property, whether real or personal and wheresoever situated, I give and bequeath to Oswald Garrison Villard of New York City, or in case he is not living at my death, to Darwin J. Meserole of Brooklyn, believing that whatever property comes into the hands of either of them will enable him to devote himself more effectively to the service of humanity-I may leave with this will a memorandum containing suggestions perhaps helpful to the legatee in his disposition of the property coming to him under this provision, but such memorandum is not to be regarded as in any way limiting the absolute character of the devise and bequest herein made.”

[131]*131Upon a petition for instructions in the Probate Court to which the plaintiffs were parties, it was decreed that "it appearing that the testatrix made an outright and unqualified gift of the residue of her estate” to said Villard the executor "pay over and deliver” to him the residue of her estate. There was no appeal from this decree.

The present suit is a bill in equity brought in the Superior Court by heirs at law and next of kin of the testatrix against said Villard, the Attorney General of the Commonwealth and the executor of the will to determine that said Villard "is entitled to hold said residue only in trust and not for his own benefit,” and to establish the terms of the trust’. The plaintiffs contend that the defendant Villard received the residue of the estate of the testatrix upon an oral or secret trust too indefinite to be enforced and that they are entitled to it by way of a resulting trust. The judge made findings of fact and rulings of law and entered a decree dismissing the bill with costs. The plaintiffs appealed. This appeal brings the case before us with a full report of the evidence.

It was settled by the decree of the Probate Court that the plaintiffs took by the will of the testatrix no interest legal or equitable in the residue of her estate. The question for determination here is whether they have proved facts by reason of which the absolute interest in the residue of the estate of the testatrix, which the defendant Villard took by the will, is charged with a trust for the benefit of the plaintiffs.

The question raised in this suit was not involved in the proceedings in the Probate Court which resulted in the decree above referred to. The plaintiffs are not claiming any interest under the will. They seek to raise a trust after the will has been given full effect. See Olliffe v. Wells, 130 Mass. 221, 225; Ham v. Twombly, 181 Mass. 170, 172; Trustees of Amherst College v. Ritch, 151 N. Y. 282, 324. This suit, therefore, is not barred by the probate decree.

The evidence — as the trial judge found properly — shows the following facts: "The testatrix was interested in various humanitarian movements, and in proposals for social and political reform; among others, in the feeding and clothing [132]*132of sufferers from famine, the welfare of laboring people, the social advancement of colored people, and the protection of liberty of speech, printing and assemblage. She admired the ideas and the labors of the defendant Villard, as she came to know them by reading the magazine called ‘The Nation,’ of which he has been for many years the editor. She believed that he was a man who, if given money by will, would devote it to purposes and to causes which she would approve. In the year 1922, prior to May 25, 1922, she called on the defendant Villard at his office in New York. She told him that she had known his mother, and knew about his grandfather, the late William Lloyd Garrison; that she was in sympathy with the opinions that he expressed from time to time in ‘The Nation’; and that she believed in the causes that he advocated and stood for, and his leadership in them. She asked him if he would accept a bequest or devise of her residuary estate. He replied that he would, and that he would ‘utilize it in her spirit.’ The testatrix thanked him ‘for accepting it in that manner,’ and departed. That was the first and only interview or communication between the testatrix and the defendant Villard. The foregoing is the substance of all that was said and done between them. The defendant Villard has always been a man of ample means. ... he never desired to use the residuary estate of the testatrix for his own private and personal benefit and does not desire to do so now .... On May 25, 1922, the testatrix, under the advice of competent legal counsel, executed her will. . . .” It appeared in evidence also that the defendant Villard wrote to one of the plaintiffs a letter dated April 21, 1926, in which he said “I consider the bequest a trust for the benefit of individuals other than myself, and causes in which she [the testatrixJ and I were interested.”

There is a principle for which there is a wealth of authority in other jurisdictions that, in spite of provisions of statutes of wills and statutes of frauds, if a person procures an absolute devise or bequest to himself by orally promising the testator that he will convey the property to, or hold it for the benefit of a third person, the property so devised or bequeathed will [133]*133be charged with a trust in the hands of the devisee or legatee. See Olliffe v. Wells, 130 Mass. 221, 224, 225; Ham v. Twombly, supra; Trustees of Amherst College v. Ritch, supra, at page 323. See also cases collected in 37 Harv. Law Rev. 670, 682. In cases in which the facts fell short of establishing trusts in accordance with this principle it has been assumed to be the law here (see Bennett v. Littlefield, 177 Mass. 294; Taber v. Shields, 258 Mass. 511) and in its converse form — where intestacy was induced by a promise of the heir — it was given a partial application in Bailey v. Wood, 211 Mass. 37, 43. In Ham v. Twombly, supra, though the case turned upon another point, it was said, at page 172, that “Undoubtedly it is well settled that, where a devise is upon its face absolute, extrinsic evidence is admissible to show an agreement between the testator and the devisee that it is upon a secret trust, . . . See also Glass v. Hulbert, 102 Mass. 24, 39.

plaintiffs contend that the promise of the defendant Villard that he would accept a bequest or devise of the residuary estate of the testatrix and would “utilize it in her spirit,” followed by the making of a will containing an absolute gift of the residue of her estate to said Villard, if he was living at her death, brings this gift within the principle stated. However, no oral or secret trust was created unless the language of his promise, which the testatrix made her own language by relying upon it in disposing of the residue of her estate, shows an intention on her part, in substance, to charge the property so given with a trust in the hands of the devisee and legatee rather than an intention to confer on him an uncontrolled discretion in respect to it. McCormick v. Grogan, L. R. 4 H. L. 82, 95. In re Pitt Rivers, [1902] 1 Ch. 403. Attorney General v. Chamberlain, 90 L. T. Rep. 581. In re Falkiner, [1924] 1 Ch. 88. Sullivan v. Sullivan, [1903] 1 Ir. R. 193. Lewin on Trusts, (13th ed.) 57. O’Hara v.

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Bluebook (online)
167 N.E. 264, 268 Mass. 129, 1929 Mass. LEXIS 1330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beals-v-villard-mass-1929.