Deacons of First Universalist Church of North Adams

1 Davis. L. Ct. Cas. 211
Massachusetts Land Court·Decided August 15, 1905·Published

Opinion

In this case there is a deed to the Deacons of the First Universalist Church of North Adams as a body corporate under the statute of pious donations, in fee, “ subject to the following conditions, namely: ” that no encumbrances or liens shall be placed upon the property; that it shall be kept insured; “ that they shall not alienate said property, but shall hold same perpetually to the use,- benefit and enjoyment of said church; ” that buildings shall he kept in repair; and that religious worship shall be maintained by the church or some other society associated therewith according to the usages of the Universalist denomination, and the conveyance is made “ upon the further express condition' that on the breach of any of the foregoing conditions, all the right, title and interest of the aforesaid grantees shall terminate and the said-grantees shall be divested and the same shall become vested in the legal heirs of the grantor.”

The grantor subsequently died testate, leaving his wife as his residuary devisee. She has subsequently deceased, and her heirs have been cited and a guardian ad litem appointed to represent their interest. No breach of any of the covenants has yet occurred.

It is argued that this is not a deed upon a common law [212] condition, because there is no right of reverter in the grantor, but that it is a conditional limitation to a class other than that which would be entitled to the right of reverter under a condition, namely: to the heirs of the grantor and not to the heirs of the grantor’s residuary devisee. Brattle Square Church v. Grant, 3 Gray, 142. Treating the deed as one upon a conditional limitation, it is then argued that the limitation over is void both as constituting on the whole a simple restraint against alienation, and also as coming under the rule against perpetuities.

On rejecting the limitation over, however, the petitioner further urges that there is left in them an absolute estate, and not merely a base fee with a right of reverter in the heirs of the grantor as in the earlier Boland deed to this same church. First Universalist Church v. Boland, 155 Mass. 171. In the Boland deed the grant itself, after the rejection of the limitation over, was a grant of a qualified fee only and not of a fee absolute. The technical words apt and necessary for the creation of a base fee were used .in the grant. In the case at bar the grant in itself is a grant in fee. No case has been cited by the respondent heirs of the grantor, nor do I find any, in which a base fee has been created by the use of such phraseology as provided that ” or “ upon condition.” Such a phrase as “ so long as ” or “ until ” seems to be essential to such an estate. The distinction is a radical one. The only thing conditional in the limitation upon a base fee, is' the contingency of the happening of the certain event which fixes the limitation of the estate. It is an estate upon a “ natural limitation ” as Professor Beeves calls it, one that has a natural end. Beeves, Beal Property, Section 429. Such an estate may be for a term of years, or life, or in fee. Except for the event which defines its limit, and until defeased by reason of reaching that limit, it is however a definite and full estate. There seems to me to be a clear distinction between the phraseology [213] which is apt to create a definite estate to endure until the happening of an event upon which it is to determine, and expressions which create an estate that is in its nature always contingent, uncertain and conditional.

Professor Gray seems to have overlooked this distinction when he declares that the two cases of Brattle Sq. Church v. Grant and First Church v. Boland cannot be differentiated, that there is no possibility of reverter in the one case if not in the other, and that the former is still law, while the latter (inferentially.) is not. Gray on Perpetuities, 2nd ed., Sec. 40. With great deference to Professor Gray it seems to me that the difference here pointed out constitutes not only the distinction between the Boland case and that of the Brattle Square Church, but between the Boland case and the one now at bar. In the Boland case there was a reverter because the estate was a purely limited estate, a base fee, an estate “ so long as,” and so long only as, it was used in the manner prescribed. When it reached its natural end, (the gift over being void) there was reverter to the grantor. In the Brattle Square Church case and in the case at bar, the estate although on condition, was nevertheless, except for the condition, a fee absolute, and the limitation over being void and the force of the condition thereby failing, nothing but the fee simple remained. Wells v. Heath, 10 Gray 17, 26.

As to the question whether the property under this deed is held strictly in trust, it does not seem to me that the recent case of Osgood v. Rogers, 186 Mass. 238 can be construed, or can have been intended, to go to that extent. The language in that case, that a gift to the deacons of a church as trustees and their successors forever for the support of the church creates a public charitable trust, can hardly have been intended to go to the extent now suggested, that in every such instance qualification as trustee and license of court to sell the trust estate, will be necessary.

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Deacons of First Universalist Church of North Adams, 1 Davis. L. Ct. Cas. 211 (Mass. Super. Ct. 1905).

1 Davis. L. Ct. Cas. 211 (Deacons of First Universalist Church of North Adams) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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