Hosea v. Jacobs

98 Mass. 65
CourtMassachusetts Supreme Judicial Court
DecidedNovember 15, 1867
StatusPublished
Cited by5 cases

This text of 98 Mass. 65 (Hosea v. Jacobs) 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
Hosea v. Jacobs, 98 Mass. 65 (Mass. 1867).

Opinion

Gray, J.

This is a bill in equity, filed by the heirs at law and next of kin of Nancy Winchester, to enforce a resulting trust in the bulk of the income and principal of her property, real and personal, as to which the complainants contend that she died intestate.

By her will, dated October 14, 1857, she directed the payment of her debts and funeral expenses and one small legacy, and of an annuity of three hundred dollars to her husband; she gave to her son, then insane, a like annuity, but, if he should become sane, the whole income of her property, except the annuity to her husband; at the death of the husband, she gave the whole income to her son, and at his death to his widow and children, if any, during their lives. Then follows this paragraph, on the construction and effect of which the case depends.

“ At the decease of my said husband and son, and the widow and children of my said son, (if any survive him,) I give, bequeath and devise all my estate, real, personal and mixed, to the First Methodist Episcopal Church in Charlestown, and to their successors, to be kept as a fund forever; the income thereof to be used and expended in the support of the Gospel in the said First Methodist Episcopal Church, the principal to be kept safely invested; and, should the executive officers of the said church find that by a sale of the whole or any part of my real estate the object of the bequest would be better promoted they are authorized to sell and convey said real estate, and invest the proceeds thereof in other real estate, or in any other safe securities, as in their judgment will be best.”

[67]*67The testatrix appointed two persons to be the executors of her will “ and trustees to hold the property and pay the annuities as herein provided.” By a codicil, dated June 24,1864, she made a specific devise of a parcel of real estate to establish a home for aged and indigent women, and expressly ratified and confirmed her will in all other respects; and died on the same day. Her son died insane and unmarried in 1863, and her husband survived her.

The complainants, in the first place, contend that the testatrix has not undertaken to dispose of the income of her property during her husband’s life, beyond his annuity, and that they as her next of kin are entitled to the same. But we are of opinion that the will clearly manifests an intention to dispose of all her property, and to give the whole of it, principal and income, (except that specifically devised to the charitable purpose mentioned in the codicil,) subject only to the provisions for the benefit of her husband and son, to the First Methodist Episcopal Church in Charlestown. In the state of things existing at the date of the codicil and of her death, the property thus given was subject only to the husband’s annuity. Whether the rest of the income may be paid to that church immediately, or must be accumulated until the husband’s death, we are not now required to decide.

It is next contended that the gift was void for remoteness, because it might according to the terms of the will not take effect until after the death of the son’s widow and children, who might not be lives in being at the death of the testatrix. But, as to personal property, by the rule of the common law, which is equally applicable to real estate under our statutes, the will speaks from the time of the death of the testatrix. Rev. Sts. c. 62, § 3. Gen. Sts. c. 92, § 4. Before that time the death of the son unmarried and childless had made it clear that the gift to the church must take effect, at the farthest, upon the death of the husband of the testatrix; and thus, according to the weight t>f authority, even without regard to the statutes just mentioned, the objection of remoteness, as affecting the validity of the gift, had been removed. Burbank v. Whitney, 24 Pick. 146. 1 Jarman on Wills, (3d ed.) 257, 258. And the validity of the gift [68]*68had been put beyond doubt by the codicil, which ratified and confirmed the will, and gave it the same effect as if it had been written and executed at the date of the codicil. Brimmer v. Solder, 1 Cush. 118. Haven v. Foster, 14 Pick. 534.

The remaining and the principal question in the case is whether, when the will and codicil took effect, there was any corporation in existence capable of taking the gift to the First Methodist Episcopal Church. The determination of this question requires a careful consideration of the facts agreed and of the records therein referred to.

By the discipline of the Methodist Episcopal Church, the preachers are stationed annually by the bishops presiding at the annual local conferences. A preacher could be reappointed but once to the same society, making two years the longest term of service with any one society, until 1864, when it was extended by the general conference to three years. This principle of “itinerancy,” as it is called, is a cardinal rule of the church. By the same discipline, the property belonging to each society is vested in trustees, who are bound to admit to the pulpit the ministers duly appointed, and are elected according to the law of the state, or, in the absence of any legal requirement, in the manner prescribed by the discipline, which before 1864 was by the male members of each society upon nomination of the preacher, and since 1864 by the quarterly local conference upon like nomination; but all trustees shall hold their office until their successors are elected.” The bishops are appointed by the general conference, which is composed of clerical delegates from the annual conferences, meets every four years, and is the supreme legislative body of the church. Societies may be gathered and organized in any manner, subject only to the doctrines and discipline of the Methodist Episcopal Church.

The first society of that church in Charlestown was organized in 1819, and a board of nine trustees to manage its affairs and hold its property was incorporated on the 15th of February 1820, by St. 1819, c. 111. Compare Gen. Sts. c. 30, §§ 43, 44. The testatrix was a member of that society from 1822 until after the making of her will. That society, after 1847, (when a sec[69]*69ond, known as the Union Methodist Episcopal Church, was formed from it), was popularly known as the High Street Church and also as the First Methodist Episcopal Church. Its trustees did not own the land on which the meeting-house stood, and became much involved in debt. It appears by their records that in July 1862 they appointed a committee to buy that land; and in September 1862 instructed the committee to devise means to raise money for that purpose, and also to ascertain at what price the Baptist meeting-house in the same street could be bought, and to obtain a bond for a deed if it could be obtained for not more than six thousand dollars; that in December 1862 the committee reported that they could not raise the necessary money to buy the land under their meeting-house, and that they could obtain the Baptist meeting-house for six thousand dollars, “ and had at one time nearly completed arrangements to procure said bond, but the official members advising that a board of trustees be appointed to hold that property, they had omitted to procure a bond, thinking it best that the deed should be given directly to that board; ” and the trustees accepted this report, and voted to sell their own meeting-house and the organ therein.

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Bluebook (online)
98 Mass. 65, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hosea-v-jacobs-mass-1867.