Mason v. Perry

48 A. 671, 22 R.I. 475, 1901 R.I. LEXIS 42
CourtSupreme Court of Rhode Island
DecidedMarch 16, 1901
StatusPublished
Cited by14 cases

This text of 48 A. 671 (Mason v. Perry) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mason v. Perry, 48 A. 671, 22 R.I. 475, 1901 R.I. LEXIS 42 (R.I. 1901).

Opinion

Tillinghast, J.

The questions presented for ’our decision in this case arise out of the thirteenth clause of the will of Samuel N. Amsbury, late of Providence, R. I., deceased. Said clause is as follows :

! ‘ Thirteenth. All the rest, residue, and remainder of my property, real, personal, and mixed, of which I shall die seized and possessed, or to which I shall be entitled at the time of my decease, wheresoever situated and howsoever described, including what shall remain after payment of the foregoing *476 legacies, of my deposits in banks, my corporate stocks, and my notes and mortgages (the bank-books, certificates, and other evidences of the same being now' locked within a little hair trunk in my possession), I give, devise, and bequeath unto ‘Mount Vernon Lodge No. 4, of Ancient Free and Accepted Masons in the city of Providence,’ a corporation created by act of the General Assembly of the State of Rhode Island and Providence Plantations — to have and to hold the same unto the said Mount Vernon Lodge and unto the successors of said lodge in said city of Providence, forever, in trust, nevertheless, and upon the uses and trusts and for the purposes following, namely : That the property thus conveyed in trust to the said Mount Vernon Lodge shall be known as the ‘Amsbury Fund,’ that it shall be accepted from me as a memorial of my dearly beloved father and mother, Israel and Rachel Amsbnrv, the former of whom was one of the original incorporators of Mount Vernon Lodge in February, A. D. 1800, and was ever after its true friend, his portrait having been placed permanently upon the walls of .the lodge-room, and he, at his death in 1857, at the age of eighty-three, having been the oldest living past master of said lodge ; that the said property thus designated the ‘Amsbury Fund’ shall be held, managed, and invested, and from time to time, as need be, re-invested, by the said Mount Vernon Lodge, or by its successor in trust, in safe, productive securities; that the principal thereof shall be allowed to accumulate by the addition to it of all the interest until the said Amsbury Fund shall amount to the sum of ($50,000.00) fifty thousand dollars, or, at least, until it shall have increased twenty-five per cent, of itself; and that thereafter the income of said fund may be expended annually, without diminution of the principal, by said Mount Vernon Lodge, or by its successors in said trust, for the relief of needy members of said Mount Vernon Lodge, or, preferably, for the general purposes of the lodge, including now and then, if desired, an appropriation for proper forms of entertainment for the members of the lodge.”

The principal question raised under this clause of the will is whether it creates a valid charitable trust. The complain *477 ants contend' that it does not, and the respondents contend that it does. That the testator intended .by said clause to create a perpetual trust, instead of making an outright gift to the lodge, is perfectly clear from the language used.

Assuming, then, as we will, that if the trust is valid it is such an one as the said lodge is competent to take and administer, we will proceed at once to consider whether it is a valid charitable trust. The income of the trust property is to be expended annually “for the relief of needy members of said Mount Vernon Lodge, or, ‘preferably,’ for the general purposes of the lodge, including now and then, if desired, an appropriation for proper forms of entertainment for the members of the lodge.” That the first object thus specified is a charitable one will hardly admit of doubt; and had the testator stopped there, or had he fixed the amount to be thus used, we see no reason why such trust would not have been a valid and enforceable one. It would clearly have been one of the classes of trusts which are under the special control of a court of equity.

We come, then, to the second object specified, namely: ‘ ‘ for the general purposes of the lodge, including now and then, if desired, an appropriation for proper forms of entertainment for the members of the lodge.” In order to determine whether this constitutes a valid charitable trust in perpetuity, or, rather, whether the first part of it, which we will now consider, does, we must inquire whether the general purposes of said lodge are charitable within the legal meaning of that term ; for it is evident that the trustee has full authority to áppty the entire income of the trust property to such general purposes, regardless of the first object mentioned by the testator. Indeed, the second object is expressly preferred by him; and it is fair to presume that the trustee would seek to carry out the dearly-expressed preference of the testator. It is pertinent to suggest, in this connection, that it appears from the attestation clause that the word “preferably” was interlined, at the request of the testator, after the will had been drawn and before its execution, thus showing that the word was used upon reflection, and that it *478 was the last expression of his intention as to the use to be made of the bequest. As the claimant corporation is not embraced in that class of corporations or organizations where the name itself indicates that its general purpose is charitable, so that courts will take judicial notice of the fact, such, for examples, as asylums for the poor or the blind, homes for orphans or the aged, institutions for the promotion of education, hospitals, churches, etc. (see Tucker v. Seaman’s Aid Society, 7 Met. 188; Washburn v. Sewall, 9 Met. 280; Bliss v. Bible Society, 2 Allen, 334), in determining whether the general purposes of the lodge are charitable we must, of course, be governed by the evidence before us, which consists of the charter of the lodge, with the amendment thereto, and certain other exhibits.

There is nothing in the charter of the lodge, which was granted'in 1872, to show that its general purposes are chai’itable. It simply provides that certain persons, naming them, and such others as shall become members of the lodge, are created a body politic and corporate under the name of “Mount Vernon Lodge No. 4 of Ancient Free and Accepted Masons in the city of Providence, and by that name shall be able and capable in law to take, hold, and dispose of property, real, personal, an<J mixed, to an amount not exceeding twenty-five thousand dollars, and shall have all the powers and privileges, and be subject to all the duties and liabilities set forth in chapter 125 of the Revised Statutes and in the statutes in amendment thereof and in addition thereto.”

By an amendment to the charter, passed in 1899, the lodge was made “able and capable in law, as absolute owner or as trustee, to take, hold, and dispose of property, real, personal, and mixed, whether the same be acquired by it absolutely or in trust, by deed, by will, or otherwise, to an amount not exceeding one hundred thousand dollars, and shall have all the powers and privileges and be subject to all the duties and liabilities set forth in chapter 177 of the General Laws of Rhode Island, and in the statutes in amendment thereof and in addition thereto.” Neither of the statutes referred to makes or tends to make the corporation before us a charita *479 ble organization.

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Bluebook (online)
48 A. 671, 22 R.I. 475, 1901 R.I. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mason-v-perry-ri-1901.