Newburyport Society for Relief of Aged Women v. President & Fellows of Harvard College

38 N.E.2d 669, 310 Mass. 438, 1941 Mass. LEXIS 917
CourtMassachusetts Supreme Judicial Court
DecidedDecember 30, 1941
StatusPublished
Cited by7 cases

This text of 38 N.E.2d 669 (Newburyport Society for Relief of Aged Women v. President & Fellows of Harvard College) 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
Newburyport Society for Relief of Aged Women v. President & Fellows of Harvard College, 38 N.E.2d 669, 310 Mass. 438, 1941 Mass. LEXIS 917 (Mass. 1941).

Opinion

Qua, J.

The object of this petition in equity is to obtain final distribution to the petitioner and the Home for Aged Men in Boston in equal shares of a trust fund of the residue under the will of John Q. A. Williams, late of Boston. The will was admitted to probate in 1889, after a contest had been settled by an agreement of compromise to which all persons interested were parties and which was ratified and confirmed by decree of this court on January 3 of that year. G. L. (Ter. Ed.) c. 204, §§ 15-18. The last annuitant to whom income has been paid under the terms of the trust has recently deceased.

[440]*440By the thirty-second article of his will the testator provides in substance that after the payment of all bequests, legacies, and annuities the trustees shall pay to Harvard College the residue and remainder of the estate in their hands, to be held by the college forever in a trust to be known as the “Williams Fund,” to be accumulated until it amounts to $200,000 (if not already of that amount), and then to apply the income to the aid of young men who are poor, but show indications of talent, energy and application in securing an education. Each young man who receives benefit is to give his note “therefor” bearing legal interest “to be regarded and paid ... as a debt of honor” but not to be enforced at law. Income not so lent and all moneys received from the payment of notes are to be added to the principal until the fund shall amount to $400,000. A second fund of $200,000 is then to be set apart and the whole income of the second fund and any unexpended income of the first fund are to be devoted to the general interest and benefit of the college library, “the wants and requirements” of which the testator states are in his judgment “without limit.”

By the thirty-third article the testator provides that if the college does not “accept this bequest or legacy upon the conditions and trusts above specified” the remainder, when it amounts to $200,000, shall be distributed in equal shares to the Home for Aged Men in Boston and to the present petitioner, with a further provision that in case either of these corporations should cease to exist before it comes into' possession of the “legacy” its share shall be equally divided among the children of the testator’s brother James M. W. Williams, “or their legal heirs and representatives.”

The petitioner’s case rests upon the contention that Harvard College never accepted the bequest contained in the thirty-second article, and that therefore a half interest in the trust fund passed to the petitioner under the thirty-third article. In our opinion the evidence shows conclusively that the college must be deemed to have accepted the bequest and that therefore nothing passed to the petitioner.

[441]*441It is conceded that under the so called "original charter” of 1650 incorporating the previously existing Harvard College, the President and Fellows constitute the body empowered to accept gifts. At a meeting of the President and Fellows on September 25, 1888, while the controversy over the probate of the will was still pending, William G. Russell, Esquire, who appears to have acted as counsel for the college in the matter, "advised the Corporation to enter into a compromise and settlement of the John Q. A. Williams will case now pending in the Supreme Judicial Court” and stated substantially the proposed terms of settlement, which were in brief outline, in so far as they affected the college, approximately the terms appearing in the agreement of compromise as later finally concluded, and thereupon it was "Voted that Edward W. Hooper, the Treasurer of the College, be given full powers on its behalf to enter into such a compromise and settlement as he shall think fit.” Under date of November 13, 1888, the formal agreement of compromise was executed by all parties interested in the estate and in the pending contest, including the petitioner and the Home for Aged Men in Boston. The college executed the agreement by E. W. Hooper, as treasurer. The agreement, omitting details not material to this case, provided that the will and codicils should be admitted to probate but in subordination to the terms of the agreement; that all pecuniary legacies should be paid; that half the residue should be turned over to the daughter and sole heir of the testator; and that the remaining half (wherein are included the interests of the beneficiaries who are parties to the present suit) should be administered according to the terms of the will as modified by the agreement. Harvard College is referred to in the agreement as a corporation which "has accepted, and does hereby accept the bequest or legacy to it by said will made, upon the conditions and trusts in said will specified, said corporation . . . [and the testator’s daughter and granddaughter] being the only legatees and devisees whose rights are varied by the proposed settlement from what they would have been were there no claim that the said will is invalid, that is to say, said cor[442]*442poration being the only legatee that is not to be paid in full.”

Thereafter, upon the filing of a bill in this court to which all those interested were parties, including the college and the present petitioner and the Home for Aged Men in Boston, a final decree was entered ratifying and confirming the agreement of compromise, affirming a decree of the Probate Court allowing the will and codicils “as provided in, and subject to the terms of said agreement,” and providing that the agreement “be declared valid and binding upon all the parties thereto and all the parties to this bill their heirs and legal representatives and upon all future contingent interests under said will.” The decree contains a recital (conclusive, at least in the absence of proof to the contrary, Neafsey v. Chincholo, 225 Mass. 12, 17) that all persons entitled to claim as legatees have been made parties and have assented to the prayer of the bill. This decree is still in force. Under it the rights of the parties no longer rest solely upon the will and the contract as such. In Brandeis v. Atkins, 204 Mass. 471, at page 474, it was said of this same agreement and decree that “the rights of the parties growing out of the agreement rest upon it and the decree confirming it, and are not testamentary rights” (italics ours), and in Woodard v. Snow, 233 Mass. 267, 274, a similar unreversed decree was referred to, whether erroneous or not, as “the law of this case.” See Ellis v. Hunt, 228 Mass. 39.

The decree gives the permanent effect and vitality of a judgment to the agreement of compromise and to every part and term of that agreement. It renders every clause of that agreement, including the clause that the college “does hereby accept the bequest or legacy to it . . . upon the conditions and trusts in said will specified” and the statement that the college is the only “legatee” that is not to be paid in full, binding as a judgment upon the present petitioner and upon the college and upon the Home for Aged Men in Boston. These clauses are integral parts of the agreement and not mere statements by the college made separately and apart from the other parties. The agree[443]*443ment is in part predicated upon these provisions, and upon the expectation that the college was to take the remainder of the trust fund after payment of the pecuniary legacies and annuities. So far as we can know the agreement would not have been made or confirmed by the court without these provisions.

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Cite This Page — Counsel Stack

Bluebook (online)
38 N.E.2d 669, 310 Mass. 438, 1941 Mass. LEXIS 917, Counsel Stack Legal Research, https://law.counselstack.com/opinion/newburyport-society-for-relief-of-aged-women-v-president-fellows-of-mass-1941.