McClellan v. McClellan

65 Me. 500, 1876 Me. LEXIS 95
CourtSupreme Judicial Court of Maine
DecidedApril 6, 1876
StatusPublished
Cited by1 cases

This text of 65 Me. 500 (McClellan v. McClellan) 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
McClellan v. McClellan, 65 Me. 500, 1876 Me. LEXIS 95 (Me. 1876).

Opinion

Virgin, J.

On August 20, 1864, Judah McClellan died intestate, leaving a widow, seven sons and two daughters, and two granddaughters, children of a deceased daughter. Soon after-wards, his son Samuel died, leaving two children.

The widow, seven children and four grandchildren bring this bill against the widow, and sole heir of the remaining son, John J. McClellan, since deceased, intestate, alleging substantially that the complainants and the said John, soon after the decease of said Judah, entered into a family compact asa basis of settlement of the estate of said Judah, by which all except a portion of the homestead was to be sold and the proceeds divided equally among the widow and the ten children, the two granddaughters “together taking their mother’s share; ” that, in order to carry out the agreement, the other heirs conveyed all their interest to John who was to sell the property and divide the proceeds as above ; that John took the property in trust for the purposes mentioned, sold a part, [504]*504made one dividend of $5000 per share and died before fully executing the trust, leaving these defendants as his widow and ■ heir. The complainants pray that the defendants may be adjudged to hold the remaining property in trust for the complainants, be required to convey the same to a new trustee to be appointed, and for general relief.

Did the acts and agreements of the widow and heirs of- Judah McClellan create in fact a trust in the property of which he died seized ?

Considering the title as an inheritance, the number of heirs, the release of the whole to John, the acceptance and disposal of it by him, the relations of the parties, together with the purposes and objects in view as evidenced by the distribution of the proceeds we can entertain no doubt of the fiduciary relation between the original parties. But that is not enough.

The law governing the question whether a trust can be established and enforced, is to be found in the statute concerning trusts. This statute was derived (through our mother commonwealth) from the statute of Oar. 2, c. 3, § 7, which provided that “all declarations or creations of trust or confidences of any lands, tenements or hereditaments shall be manifested and proved by some writing signed by the party who is by law enabled to declare such trust, or else they shall be void.” In Forster v. Hale, 3 Ves., 696, the master of the rolls construed this section as not requiring that trusts shall be “created” only by a writing; but that they shall be thus “manifested and proved ; ” for then the great mischief of parol declarations against which the statute was intended to guard, is entirely taken away. This view was confirmed on appeal, by Lord Ch. Loborough, in the same case in 5 Ves., 308., and the same construction is still maintained by the English courts. Smith v. Matthews, 3 De G. F. & J., 139, 150.

The Mass, statute of 1783, c. 37, § 3, so far as express trusts, are concerned, was a transcript of the English.

The legislature of this state, for some cause, omitted to incorporate this or any similar provision in the statute of 1821, c. 53 ; but the omission was supplied in 1827, by enacting the provision in terms as “an act additional to c. 53.” Stat. 1827, c. 358. [505]*505In 1837, while this statute was in force, this court said, “a trust need not be created in writing; it is sufficient if it be proved in writing under the hand of the party to be charged.” See U. Soc. v. Woodbury, 14 Maine, 281. Again, in Evans v. Chism, 18 Maine, 223. “Courts of equity have not considered any of the provisions of the statute of frauds as violated by giving effect to a trust not originally created, but afterward proved or admitted to exist by some written document.”

In the revision of 1841, c. 91, § 31, the original section, so far as it related to express trusts, was condensed to the following terms: “All trusts concerning lands . . must bo created and manifested by some writing signed,” &c. It seems the terms “created and manifested” were considered as working “a most important change in the law” — that trusts must be created by writing; and that it was not sufficient that they were subsequently admitted, acknowledged or declared in writing. Richardson v. Woodbury, 43 Maine, 206. But in the revision of 1857, c. 73, § 11, the particular phrase mentioned was changed to “created or declared.” It is the same in the revision of 1871, c. 73, § II.

One of the principal designs in revising and codifying the pubic laws is to condense them so far as practicable — a mere change of phraseology not being deemed a change of the law, unless such was the evident intention of the legislature. Hughes v. Farrar, 45 Maine, 72. We are of the opinion, however, that the change of the revision of 1841, from “created and manifested” to “created or declared” was more than a mere change of phraseology; and succeeding as it did, the construction given in Richardson v. Woodbury, we think the marked change of language evinced an intention on the part of the legislature to change the law as there decided; and that such a change was wrought; so that under the existing statute, as under the first, express trusts may be “created” in the first instance, or subsequently “declared” by any proper writing signed as required. In fact they frequently originate in the verbal negotiations of parties ; and whenever they do so arise and are proved by “some writing signed by the party or his attorney,” whether it be contemporaneous with, or prior or subsequent [506]*506to, the principal transaction, the authorities all concur in declaring the statute complied with in this respect. Pratt v. Thornton, 28 Maine, 355. Evans v. Chism, supra. Buck v. Swazey, 35 Maine, 41. Bragg v. Paulk, 42 Maine, 502. Montague v. Hayes, 10 Gray, 609. Baylies v. Payson, 5 Allen, 473. Urann v. Coates, 109, Mass., 581. Faxon v. Folvey, 110 Mass., 391. Kingsbury v. Burnside, 58 Ill., 310. S. C., 11 Am. Rep. 67. Frost v. Frost, 63 Maine, 399. 1 Perry on Trusts, §§ 81 et seq. and notes.

“Some writing” means any writing whatever, however informal, from which the existence of the trust in the estate, and the terms of it can be sufficiently understood, whether it was intended by the signer as such or not. Thus the letters, memoranda, or other writings of a party, delivered or left by him and found among his papers after his decease, have been held sufficient. Ibid.

To be effectual, the “writing” must not only show that there is a trust (Cowan v. Wheeler, 25 Maine, 267), but also what it is. Bragg v. Paulk, supra. Smith v. Matthews, supra. Steere v. Steere, 5 Johns. Ch., 1. Baylies v. Payson, supra. In other-words, that a trust exists ip a particular estate, the nature and objects of it, who the beneficiaries are and what are their respective interests. When these facts are not all contained in one “writing” but are in several, only one of them need be signed, provided the others are so referred to therein as to be deemed altogether parts of one and the same transaction. Kingsbury v. Burnside, supra.

By an application of these principles to the written testimony in this case, the trust, the relation of trustee and cestuis que trust between John J.

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65 Me. 500, 1876 Me. LEXIS 95, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcclellan-v-mcclellan-me-1876.