Manufacturers National Bank v. Woodward

21 A.2d 705, 138 Me. 70, 1941 Me. LEXIS 32
CourtSupreme Judicial Court of Maine
DecidedSeptember 13, 1941
StatusPublished
Cited by9 cases

This text of 21 A.2d 705 (Manufacturers National Bank v. Woodward) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Manufacturers National Bank v. Woodward, 21 A.2d 705, 138 Me. 70, 1941 Me. LEXIS 32 (Me. 1941).

Opinion

Murchie, J.

In this case, reported to the court on bill, answer and replication (and a stipulation that the facts alleged in the pleadings, with a single exception not material to the issue, are true), the plaintiff, as executor under the will of Herbert F. Shaw, late of Mount Vernon, in the County of Kennebec, whose testamentary intent to make provision for a public library, to be maintained in said town, was expressed in his last will and testament in the words:

“I give and bequeath to the Town of Mount Vernon, Maine, my house and lot, in Mount Vernon Village, for use as a public library, and whatever remains after other sums hereinafter to be named have been disposed of shall be kept as a permanent fund, the income of which shall be used in keeping the buildings in repair and purchasing [72]*72suitable books for the library. With the house I wish the Town to have every thing which the buildings contain, except a few articles which are kept for storage, and which belong to Annie W. Fellows. I would like for my safe to be always kept in the house. The combination of the lock is set at 77-88-28-97.”

seeks specifically to determine whether the residuum of the estate in its hands as executor shall be paid to itself as trustee under said will or pass, as intestate property, to the defendant, who is sole heir-at-law of the testator. In general terms the prayer also is for construction and interpretation of the passage quoted.

The will bears date of September 7,1938, and was probated July 26,1939. Complainant is the executor and trustee named in the will and has qualified in both capacities. Defendant is named in the will as beneficiary in a life estate of $5,000. He is entitled by descent to any intestate property.

Following the qualification of the complainant as executor, notice of the provisions of the will was given to the municipal officers of the town aforesaid, and a town meeting was held, or a series of such meetings, as hereinafter noted, to vote upon accepting or rejecting the bounty intended for the town and its inhabitants under said will. The proper effect of the town action with reference to the trust, or trusts, intended to be established by the testator, can only be determined by giving consideration to the rights of the voters in connection therewith.

Statutory authority permitting municipalities to accept money or legacy in trust, and to assume responsibility in connection with the administration thereof, dates back to 1873— Chap. 92 of the Public Laws of that year. The authorization there granted covered donations or legacies for any benevolent, religious or educational purpose. It was later extended to cover also “the erection and maintenance of monuments ... public cemeteries and lots therein” — P. L. 1883, Chap. 106. The purpose of the extension, and the necessity of enabling [73]*73legislation for any acceptance by towns of property in trust, are apparent on examination of the decision of this court in Piper, et al. v. Moulton, Exr., et als., 72 Me., 155, decided March 10,1881, where a bequest of $100 to the inhabitants of a town to hold the same in trust forever, to apply the income to keep the testator’s lot in good order and condition, was held void as creating a perpetuity which was not for a charitable use.

A more restricted authority had earlier been given in connection with public libraries, P. L. 1854, Chap. 106. That act, as originally written, conferred power upon towns to receive, hold and manage “any devise, bequest or donation for the establishment, increase or maintenance of a public library.” There was no requirement of acceptance, or other action, on the part of the electors of the town, unless such requirement is implicit in a provision that the gift be received “in its corporate capacity.” In 1887 (Chap. 93 of the Public Laws of that year), a substantially identical provision was enacted applicable to art galleries (as well as to public libraries), except that the words “accept by vote of the people thereof” were used in place of the words “receive in its corporate capacity” and the subject matter was limited to “land or land and buildings thereon.” Supplemental provision was made in this enactment for similar acceptance of books, charts or maps “and any funds, the income of which to be used to purchase books, maps or charts, and keep the same in order.” In the statutory revisions since that date, the provisions of these two separate acts have been consolidated in a single section, which, in that part which traces back to the 1854 act, substitutes the words “any town, as such, may receive” for the original language of the 1854 act which read “any . . . town . . . may receive in its corporate capacity.”

The supplemental provision as to the acceptance of books, etc. and funds was dropped in the 1903 revision of the statutes, although there seems to have been no legislative action in the interval which laid the foundation for such a change. The [74]*74wording of this law as it stood in the 1903 revision (Chap. 57, Sec. 19) is identical with that in the 1916 revision (Chap. 4, Sec. 83) and in the current revision (R. S. 1930, Chap. 4, Sec. 31), and must govern the interpretation of the will now under consideration unless, as the defendant claims, this library statute should be disregarded and the provisions of R. S. 1930, Chap. 5, Secs. 90 to 95 inclusive be held controlling. Notwithstanding the fact that the particular section appears identically phrased in. the last three revisions of the statutes, it should perhaps be noted that Chap. 183, P. L. 1909, which appears to have been enacted to authorize, in like manner, the receipt or acceptance of gifts or trusts intended for the benefit of public parks and playgrounds, later made a separate section, as appears in R. S. (1916), Chap. 4, Sec. 85, re-enacted the library provisions in the exact language of the 1903 revision, and that when the library laws were consolidated in 1921 (Chap. 210 of the Public Laws of that year), the same exact language was used once more (Sec. 36 of said chapter).

The claim of the defendant can be most succinctly stated by the quotation of a paragraph from the written brief submitted:

“The Town of Mount Vernon has now by its vote unconditionally rejected and declined the gifts in the Shaw Will. It cannot be denied that the Town had a right to so decline. The Statute (see Section 92 of Chapter 5, Revised Statutes 1930) expressly recognizes the right of the Town to refuse and in fact makes its lawful consent a condition precedent to a good trust.”

and a later summary of the same contention therein in the words:

“That the Town . . . under the express terms of the Statute [Italics ours] and the well established common law had a clear right to refuse the devise of the real estate and the benefits as well as the duties and obligations associated with the trust of the residuary funds.”

[75]*75These assertions dismiss without consideration plaintiff’s claims, that proper construction of the will shows that the paragraph under consideration was intended to accomplish a dual purpose, first, to make, to the town, as trustee, a devise and bequest of a lot of land, with the buildings thereon and the contents thereof (so far as such contents were the property of the testator), and second, to bequeath to the plaintiff, as trustee,

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Cite This Page — Counsel Stack

Bluebook (online)
21 A.2d 705, 138 Me. 70, 1941 Me. LEXIS 32, Counsel Stack Legal Research, https://law.counselstack.com/opinion/manufacturers-national-bank-v-woodward-me-1941.