Brooks v. City of Belfast

38 A. 222, 90 Me. 318, 1897 Me. LEXIS 90
CourtSupreme Judicial Court of Maine
DecidedMay 29, 1897
StatusPublished
Cited by18 cases

This text of 38 A. 222 (Brooks v. City of Belfast) 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
Brooks v. City of Belfast, 38 A. 222, 90 Me. 318, 1897 Me. LEXIS 90 (Me. 1897).

Opinion

Whitekouse, J.

In this bill in equity the plaintiffs seek to obtain a judicial construction of the residuary clause of the last-will and testament of Mary E. Simpson Southworth. The will is as follows:

“I, Mary Emeline Simpson of Belfast, in the. County of Waldo and State of Maine, make this my last will and testament.
[321]*321“ I give and bequeath to Dana B. Southworth of said Belfast the sum of thirty thousand dollars.
“I give and bequeath to Elizabeth Chapman, daughter of Mrs. Mary E. Merrill of Toledo, Ohio, the sum of one thousand dollars.
“ I give and bequeath to the First Parish (Unitarian) Society of said Belfast the sum of three thousand dollars.
“ I give and bequeath to the City of Belfast in trust forever the sum of five hundred dollars for the purpose following: the income and accrued interest thereon to be used to keep the Josiah Simpson lot in Grove Cemetery in good order and condition by having the grass properly cut in the summer, the monument and stones kept upright and free from moss, and by doing such other things as are necessary to be done for accomplishing the purpose specified above.
“All the rest, residue and remainder of my estate and of which I may die possessed, I give, bequeath and devise to the Central School District of said Belfast for the purpose following:
“1st. The amount of this bequest shall be invested, or put at interest, so that an income may accrue and so kept, until a sufficient sum shall be accumulated by increase from interest or profit, by subsequent bequests or gifts or in some other way, to provide for the erection of a school house within said district suitable to accommodate, at least, four of the schools.
“ 2d. When the sum becomes sufficient for the above purpose, the money shall be used for the building such a schoolliouse as is indicated above.
“I hereby appoint Dana B. Southworth and John G. Brooks executors of this Tny last will and testament.”

The testatrix executed this will on the 17th of December 1889, subsequently married Dana B. Southworth, and died on the 21st day of July, 1895. At the date of the will, there were sixteen school districts in the city of Belfast, including Central School District named in the will, which comprised the city proper. Each of these districts was then a body corporate competent to take and hold property by bequest or devise. But before the decease of the testatrix, by section 1 of Chap. 216 of the public laws of 1893, the [322]*322school districts in all towns in this state were abolished, and on the first day of March, 1894, when the act took effect, Central School District in Belfast ceased to have a corporate existence for the purpose of taking property by bequest or devise.

It is provided in section 2 of the same act that: “ Immediately after this act shall become a law, towns shall take possession of all schoolhouses, lands, apparatus and other property owned and used by the school districts hereby abolished, which districts may lawfully sell and convey. The property so taken shall forthwith be appraised by the' assessors of said towns, and at the first annual assessment thereafter a tax shall be levied upon the whole town, or such part thereof as is included within the districts abolished, equal to the whole of said appraisal, and there shall be remitted to the tax payers of each said districts the said appraisal value of its property so taken.” Section 4 declares that: “The corporate powers of every school district shall continue under this act so far as the same may be necessary for the meeting of its liabilities and the enforcing of its rights; and any property held in trust by any school district, shall continue to be held and used “ according to the terms thereof.”

The heirs of Mrs. Southworth claim that the bequest to Central School District, in the residuary clause of the will, was an absolute gift to that body corporate; and inasmuch as the district was abolished and ceased to have a corporate existence before the death of the testatrix, the legacy must be held to have lapsed, and the residue of her estate should now be distributed among her heirs as intestate property. On the other hand, it is contended that the clause of the will in question evinces a charitable purpose on the part of the testatrix to aid in the erection of a schoolhouse on the territory comprised within the limits of Central District, that the district was only named as the instrument, a trustee for the carrying out that intention, and that the City of Belfast, which under the act of 1893, succeeded to the rights and obligations of the district respecting the erection of schoolhouses and the maintenance of schools, should now become the beneficial recipient of the bequest.

[323]*323I. Whether the bequest be denominated an “absolutegift,” or a gift in trust for a definite purpose, is of little or no practica] importance with respect to the decision of the question here presented. It has been seen, however, from the language of the residuary clause, that the bequest to the Central District was not an unqualified and unrestricted gift of a fund to be used for any and all purposes to which the district might elect to appropriate it. The put-poses of the gift were clearly specified by the terms of the will, and were not coextensive with the general purposes and full authority of the district. The fund could in no event be made available for the payment of teachers’ salaries or other ordinary expenses involved in the support of the public schools in the district. It was limited to the specific purpose of “ erecting a schoolhouse within said district, suitable to accommodate, at least, four of the schools.” And it would seem to be entirely appropriate to say that it was left to the district in trust for that purpose. The school district was at once the trustee and the beneficiary.

Thereupon it is contended, in behalf of the heirs, that it is manifest from the terms of the trust directing an accumulation of the fund for an uncertain and indefinite time, that the bequest might not become available for the purpose designed within a life or lives in being and twenty-one years, and hence would become obnoxious to the rule against perpetuities.

IT. The genera] rule against perpetuities is undoubtedly “imperative and perfectly well established.....The limitation in o\’dov to bo valid must bo so made that the estate, or -whatever is devised or bequeathed, not only may, but must necessarily, vest within the prescribed period. If by any possibility the vesting may be postponed beyond this period, the limitation over will be void. Fosdick v. Fosdick, 6 Allen, 41; Brattle Sq. Church v. Grant, 3 Gray, 142. But the rule against perpetuities concerns itself only with the vesting or the commencements of estates, and not at all with their termination. It makes no difference when such an estate terminates. Pulitzer v. Livingston, 89 Maine, 359.

It is suggested in reply, however, that trusts for public charitable purposes are upheld under circumstances under which private [324]*324trusts would fail, (Russell v. Allen, 107 U. S. 163

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Cite This Page — Counsel Stack

Bluebook (online)
38 A. 222, 90 Me. 318, 1897 Me. LEXIS 90, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brooks-v-city-of-belfast-me-1897.