Jackson v. Phillips

96 Mass. 539
CourtMassachusetts Supreme Judicial Court
DecidedJanuary 15, 1867
StatusPublished
Cited by70 cases

This text of 96 Mass. 539 (Jackson v. Phillips) 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
Jackson v. Phillips, 96 Mass. 539 (Mass. 1867).

Opinion

Gray, J.

This case presents for decision many important and interesting questions, which have been the subject of repeated discussion at the bar and of much deliberation and reflection by the court. The able and elaborate arguments of counsel have necessarily involved the consideration of the fundamental principles of the law of charities, and of a great number of the precedents from which they are to be derived; [550]*550and have disclosed such diversity of opinion upon the extent and application of those principles, and the just interpretation and effect of the adjudged cases, as to require the principles in question to be fully stated, and supported by a careful exami nation of authorities, in delivering judgment.

I. By the law of this commonwealth, as by the law, of England, gifts to charitable uses are highly favored, and will be most liberally construed in order to accomplish the intent and purpose of the donor; and trusts which cannot be upheld in ordinary cases, for various reasons, will be established and carried into effect when created to support a gift to a charitable use. The most important distinction between charities and other trusts is in the time of duration allowed and the degree of definiteness required. The law does not allow property to be made inalienable, by means of a private trust, beyond the period prescribed by the rule against perpetuities, being a life or lives in being and twenty-one years afterwards ; and if the persons to be benefited are uncertain and cannot be ascertained within that period, the gift will be adjudged void, and a resulting trust declared for the heirs at law or distributees. But,a public or charitable trust may be perpetual in its duration, and may leave the mode of application and the selection of particular objects to the discretion of the trustees. Sanderson v. White, 18 Pick. 333. Odell v. Odell, 10 Allen, 5, 6, and authorities cited. Saltonstall v. Sanders, 11 Allen, 446. Lewin on Trusts, c. 2.

Each of the bequests in the will of Francis Jackson, which the court is asked in this case to sustain as charitable, is to a permanent board of trustees, for a purpose stated in general terms only. The question of the validity of these trusts is not to be determined by the opinions of individual judges or of the whole court as to their wisdom or policy, but by the established principles of law; and does not depend merely upon their being for lawful objects, but upon their being of that peculiar nature which the law deems entitled to extraordinary favor because it regards them as charitable.

It has been strenuously contended for the heirs at law that neither of the purposes declared by the testator is charitable [551]*551within the intent and purview of the St. of 43 Eliz. c. 4, which all admit to be the principal test and evidence of what are in law charitable uses. It becomes necessary therefore to consider the spirit in which that statute has been construed and applied by the courts.

The preamble of the statute mentions three classes of charitable gifts, namely, First: For the relief and assistance of the poor and needy, specifying only “ sick and maimed soldiers and mariners,” “ education and preferment of orphans,” “marriages of poor maids,” “ supportation, aid and help of young tradesmen, handicraftsmen and persons decayed,” “relief or redemption of prisoners and captives,” and assistance of poor inhabitants in paying taxes, either for civil or military objects. Second : For the promoting of education, of which the only kinds specified in the statute (beyond the “ education and preferment of orphans,” which seems more appropriately to fall within the first class) are those “for maintenance of schools of learning, free schools, and scholars of universities.” Third: For the repair and maintenance of public buildings and works, under which are enumerated “ repair of ports, havens,” and “ seabanks,” for promoting commerce and navigation and protecting the land against the encroachments of the sea; of “ bridges,” “ causeways ” and “ highways,” by which the people may pass from one part of the' country to another; of “churches,” in which religion may be publicly taught; and of “ houses of correction.”

It is well settled that any purpose is charitable in the legal sense of the word, which is within the principle and reason of this statute, although not expressly named in it; and many objects have been upheld as charities, which the statute neither mentions nor distinctly refers to. Thus a gift “ to the poor ” generally, or to the poor of a particular town, parish, age, sex, race, or condition, or to poor emigrants, though not falling within any of the descriptions of poor in the statute, is a good charitable gift. Saltonstall v. Sanders, 11 Allen, 455-461, and cases cited. Magill v. Brown, Brightly, 405, 406. Barclay v. Maskelyne, 4 Jur. (N. S.) 1294 Chambers v. St. Louis, 29 [552]*552Missouri, 543. So gifts for the promotion of science, learning and useful knowledge, though by different means and in different ways from those enumerated under the second class; and gifts for bringing water into a town, for building a town-house, or otherwise improving a town or city, though not alluded to in the third class; have been held to be charitable. American Academy v. Harvard College, 12 Gray, 594. Drury v. Natick, 10 Allen, 177—182, and authorities cited. By modem decisions in England, gifts towards payment of the national debt, or “ to the Queen’s chancellor of the exchequer for the time being, to be applied for the benefit and advantage of Great Britain,” are legal charities. Tudor on Charitable Trusts, (2d ed.) 14,15, and cases cited. Sergeant Maynard, long before, gave an opinion that a bequest “ to the public use of the country of New England” was a good disposition to a charitable use. 1 Hutchinson’s Hist. Mass. (2d ed.) 101, note. And it may be mentioned as evidence of the use of the word “ charitable ” by the founders of Massachusetts, that it was applied by the Massachusetts Company in 1628, before they crossed the ocean, to “ the common stock” to be “raised from such as bear good affection to the plantation and the propagation thereof, and the same to be employed only in defrayment of public charges, as maintenance of ministers, transportation of poor families, building of churches and fortifications, and all other public and necessary occasions of the plantation.” 1 Mass. Col. Rec. 68.

No kind of charitable trusts finds less support in the words of the St. of 43 Eliz. than the large class of pious and religious uses, to which the statute contains no more distinct reference than in the words “ repair of churches.” Such uses had indeed been previously recognized as charitable, and entitled to peculiar favor, by many acts of parliament, as well as in the courts of justice. Sts. 13 Ed. I. c. 41; 17 Ed. II. c. 2; 23 Hen. VIII. c.10; 1 Ed. VI. c. 14. Anon. Anderson, 43, pi. 108. Pitts v. James, Hob. 123. Cheney's case, Co. Lit. 342. Gibbons v. Maltyard, Popham, 6 ; S. C. Moore, 594. Coke’s note to Porter's case, 1 Co. 26 a. Bruerton's case, 6 Co. 1 b, 2 a. Barry v. Ley, Dwight’s Charity Cases, 92. In the latest of those acts, the [553]

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Bluebook (online)
96 Mass. 539, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-phillips-mass-1867.