Dexter v. President of Harvard College

57 N.E. 371, 176 Mass. 192, 1900 Mass. LEXIS 884
CourtMassachusetts Supreme Judicial Court
DecidedMay 18, 1900
StatusPublished
Cited by49 cases

This text of 57 N.E. 371 (Dexter v. President of Harvard College) 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
Dexter v. President of Harvard College, 57 N.E. 371, 176 Mass. 192, 1900 Mass. LEXIS 884 (Mass. 1900).

Opinion

Knowlton, J.

The first question in these cases arises under a provision in the will of Calvin Ellis, which is as follows: “ My trustees shall pay to the president and fellows of Harvard College fifty thousand dollars, or if .the said property do not [194]*194amount to fifty thousand dollars in value, they shall pay over the whole thereof to the said president and fellows, to hold the same as a permanent fund and apply the net income thereof, and of all substituted property, after first deducting and accumulating in every year five per centum of such net income as an increase of the fund, as follows: To pay the fees of tuition and instruction, the cost of text books, room rent, and reasonable board, of such descendants of David Ellis and Buelah Newell formerly of Dedham, and John Ellis and Hannah Ellis, formerly of Walpole, as may be students in Harvard college, whether as graduates or under-graduates. Every one of such descendants shall be entitled thereto upon application therefor, provided his or her morals and scholarship are such as to allow him or her to remain a member of the college. But the period during which any student shall enjoy the benefit of this provision shall not exceed the time usually allotted to students in the several departments with which such student may be connected, unless the president and fellows, by an express vote, extend the same. And if the whole or any part of such income, after accumulating five per centum thereof as aforesaid in any year, remains unexpended from the failure of persons entitled as above declared to receive the same upon application, then the same shall be expended upon the close of such year, for such general purposes of the college as the president and fellows shall deem most useful.” Considering this in its different parts to ascertain its meaning, we find that it is a gift to a public charitable corporation, which is to be held as a permanent fund, and the income of which, less five per cent to be accumulated, is to be expended for such general purposes of the corporation as the president and fellows shall deem most useful, unless it is all expended in a certain department of the charitable work which the testator designates, and for which, he directs a preference by the officers of the college in the administration of the proceeds of the fund. That a gift for the promotion of education in Harvard College is a public charity is a proposition too plain to need discussion. In St. 43 Eliz. c. 4, § 1, “ Schools of learning, free schools, and scholars in universities ” are mentioned as charitable objects. Such a public charity need have no special reference to the poor. In American Academy v. [195]*195Harvard College, 12 Gray, 582, 594, Chief Justice Shaw says: “ That a gift designed to promote the public good, by the encouragement of learning, science and the useful arts, without any particular reference to the poor, is regarded as a charity, is settled by a series of judicial decisions, and regarded as the settled practice of a court of equity. Such is a bequest for the improvement of a city, ... to establish new scholarships in a college, ... to found and endow a college.” In Perin v. Carey, 24 How. 465, 506, is this language: “ A charity is a gift to a general public use, which extends to the rich, as well as to the poor. Jones v. Williams, Ambl. 651. Generally, devises and bequests having for their object establishments of learning are considered as given to charitable uses, under the statute of Elizabeth. Attorney General v. Pari of Lonsdale, 1 Sim. 105.” From very early times the founding of scholarships in universities has been favored by the law, and such scholarships are none the less public charities that they are open to the rich as well as the poor. Payment of the “ fees of tuition and instruction, the cost of text books, room rent, and reasonable board ” of students in universities, is a strictly educational object, and is an ordinary purpose of the founders of scholarships. There is no ground for the contention that in making this charitable gift the testator was precluded by law from directing tliat it should be devoted primarily to the establishment of scholarships.

Nor have we been referred to any case which holds that in providing for the administration of such a charity the founder is precluded from directing that preference shall be given to his kin, or to any other class of persons that he favors. The only persons to be preferred under this provision are the lineal descendants of the testator’s grandparents. The testator contemplated a probability that in some of the years, and perhaps most of them, there will be a failure of persons who .are entitled to be preferred in the expenditure of the income. At all such times there is no limitation upon the discretion of the officers of the college in using the money as they think best.

The right of a founder to give such directions in regard to the management of a charity is generally recognized, and, so far as we know, is not denied by any court. A direction requiring [196]*196such a preference is assumed to be a lawful exercise of his rights and powers. Flood's case, Hobart, 136. Spencer v. All Souls College, Wilmot, 163. Attorney General v. Sidney Sussex College, 34 Beav. 654; L. R. 4 Ch. 722. Franklin v. Armfield, 2 Sneed, 305. Perin v. Carey, 24 How. 465. Kent v. Dunham, 142 Mass. 216. Darcy v. Kelley, 153 Mass. 433. Attorney General v. Duke of Northumberland, 7 Ch. D. 745. Ingraham v. Ingraham, 169 Ill. 432, 464, 467. Webster v. Morris, 66 Wis. 366, 392.

If the provision for the preference of kin of the testator in the administration of this charity were held to be void, the bequest for general uses of the college would still be valid, and would carry the whole of the income under the last sentence above quoted. If there is a failure of persons entitled because under a gift of this kind no such persons legally can be entitled, the amount which otherwise would be expended for their benefit is by the express terms of the will to be used for general purposes of the college. In other words, this is a plain residuary provision which applies to void legacies as well as to legacies which lapse for any other cause. Thayer v. Wellington, 9 Allen, 283. Batchelder, petitioner, 147 Mass. 465. Teele v. Bishop of Derry, 168 Mass. 341. New v. Bonaker, L. R. 4 Eq. 655. In re Rymer, [1895] 1 Ch. 19. Chapman v. Brown, 6 Ves. 404, and some early English cases which follow it are cited in support of the proposition that if the provision preferring the kin of the testator is void, the provision for the general purposes of the college must fall with it, notwithstanding that it purports to dispose of a residue. The doctrine of these cases, as applied to a case like the present, has never been adopted in Massachusetts, and it has been greatly limited if not completely overruled by later decisions in England. Fisk v. Attorney General, L. R. 4 Eq. 521. Hunter v. Bullock, L. R. 14 Eq. 45. Dawson v. Small, L. R. 18 Eq. 114. In re Williams, 5 Ch. D. 735. In re Birkett, 9 Ch. D. 576. Champney v. Davy, 11 Ch. D. 949. In re Vaughan, 33 Ch. D. 187. We are of opinion that on this ground, apart from other considerations, the next of kin and heirs at law of the testator fail to sustain their claim.

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Bluebook (online)
57 N.E. 371, 176 Mass. 192, 1900 Mass. LEXIS 884, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dexter-v-president-of-harvard-college-mass-1900.