Howard v. Howard

227 Mass. 395
CourtMassachusetts Supreme Judicial Court
DecidedJune 25, 1917
StatusPublished
Cited by1 cases

This text of 227 Mass. 395 (Howard v. Howard) 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
Howard v. Howard, 227 Mass. 395 (Mass. 1917).

Opinion

Pierce, J.

This is a bill in equity by the executors of the will of John D. Bryant, for instructions as to the disposition of about $150,000 which remains in their hands after- paying all debts and specific legacies.

The questions as to which the executors seek instructions are these:

“1. Does there exist in said trustees, under the will of John D. Bryant, any right, title, or interest in or to, or in any way affecting, the property of said estate now in the hands of the plaintiffs as executors, or should the whole of said property now be distributed to said residuary legatees?
“2. If there exists in said trustees any right, title, or interest in or to, or in any way affecting, said property in the hands of the plaintiffs as executors, what are the nature and extent of said right, title, or interest, and to whom and in what manner and at what time should said property be paid over .or distributed by the plaintiffs? ”

The issues are presented by the answers of Edwin H. Abbot trustee on the one side and by the answers of Arthur L. Howard, Nettie B. Dobbins and the Boston Young Women’s Christian Association, who claim as legatees under the sixty-fourth article of the will.

“The trustees take the position that the will and codicil create a public charitable trust of the testator’s real estate at Meriden; and of the personal estate to such an amount as may be necessary to carry out the trust concerning the real estate; and, in addition, such amount as the trustees may see fit to expend for charitable purposes for the benefit of the inhabitants of Meriden. ,

Arthur L. Howard, as one of the three “residuary” legatees and [398]*398devisees, admits the allegations contained in the bill and submits his rights to the determination of the court.

Nettie B. Dobbins as one of the three “residuary” legatees and devisees, admits the allegations contained in the bill and further answering contends that the effect of said will and the codicil thereto is to make the “residuary” estate divisible in equal shares between herself, the Boston Young Women’s Christian Association, and Arthur L. Howard, and “denies that the said residuary estate is subject to any trust whatever.”

The Boston Young Women’s Christian Association contends in substance that the trusts relating to the real estate are too uncertain and not sufficiently defined to be carried into effect and a trust results by implication of law to the “residuary legatees;” that the trusts relating to the real estate create a perpetuity, that they are not entirely charitable and are therefore void; and that it is the duty of the trustees to sell the real estate and pay over the proceeds to the Boston Young Women’s Christian Association according to an agreement between the “residuary” legatees.

Under Articles thirty-four and forty-six of the will, the “present summer home place” and the “Wyman place” are given to the trustees under the will for the use, occupation and enjoyment of his wife, during .her life. Under Article forty-six of the will the testator confirms the use of the estate to his wife for life and says, “The legal title vests in the trustees only to enable them the better to carry out my wishes concerning the same after my wife’s decease.” Authority is given to the wife and trustees to sell the “Wyman place.” Paragraphs three and four of Article forty-six read: “To insure the preservation of our present summer home, — which is the old Daniel Kimball place, the house being the old Daniel Kimball mansion remodelled, the timbering is mainly that of the old Daniel Kimball house, —• I give and devise the same, subject to the life estate of my dear wife therein, to the trustees under this will, and to their successors in the trust, with the request that they reserve the South attic in the main house, or such other attic chamber as may be preferred, for the storage of such articles as they may at any time see fit to store therein, and for the exclusive use of my estate and of the trustees thereof, and of such persons as they may in writing permit, withfull and free right of access thereto and egress therefrom. . . . The use of the rest of the house.and [399]*399grounds appurtenant thereto, including right of way to and from the same over land North of the brick block and between that and the Wyman house, may, after my wife’s decease, be offered to the Congregational Church and Society for a parsonage, free of rent or charge other than the payment of such taxes, if any, as may be payable thereon, upon the following terms and conditions, namely: — ”

The fourth of these conditions reads: “That said house shall not, nor shall any part of it, at any time be used for a boarding house or rooming house for students. It has not been so used since its reconstruction. I do not wish that it should at any time be so used. It is my purpose, in this arrangement, to preserve that home and place, as they now are, as long as Time permits, as a memorial of the Kimball and Bryant families, and at the same time to render the same useful to the Church and place, by permitting its use as a parsonage, for the private family of the minister for the time being, and of course for the guests of the family. Whenever the trustees under my will find such use inconsistent with my purpose of preservation, in good condition, they are at liberty to terminate such use, and to make such other disposition of the property as they think will best accord with my wishes concerning the same.”

The seventh condition reads: “If the Congregational Church and Society (or whatever its legal designation may be) should decline to accept the use of the said estate for a parsonage, on the terms and conditions herein set forth, or if, after such acceptance, such terms and conditions shall not be observed and performed, the trustees for the time being hereunder are authorized to make such arrangements concerning the said place as they think under the circumstances would best accord with my wishes and be practicable. I should prefer that the title to that place, and the control of it, should remain in the trustees, and that the place be kept up, as it has been of late years. But one cannot foresee the future. I think it best to give my trustees full power and authority, after my wife’s decease, or before her decease, if she should prefer, and should in writing request that the property be put to any use other than her occupancy of the same as a summer home, and should join in any deed, lease or other instrument necessary or suitable therefor. In case of any ultimate disposal [400]*400of the property, or of any use of the same, or other condition of things, rendering the further maintenance of the preservation fund undesirable, such fund and any accumulations or income thereof, accrued but not applied, may fall into and become part of the residue of the property subject to my disposal, and may be applied accordingly.”

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Related

Gilmore v. Doherty
57 N.E.2d 564 (Massachusetts Supreme Judicial Court, 1944)

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Bluebook (online)
227 Mass. 395, Counsel Stack Legal Research, https://law.counselstack.com/opinion/howard-v-howard-mass-1917.