Stanley v. Colt

5 U.S. 119
CourtSupreme Court of the United States
DecidedDecember 15, 1866
StatusPublished
Cited by1 cases

This text of 5 U.S. 119 (Stanley v. Colt) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stanley v. Colt, 5 U.S. 119 (1866).

Opinion

Mr. Justice NELSON

delivered the opinion of the court.

This 'is an action of ejectment by the heirs of William Stanley to recover for breach of condition a tract of land, situate in the city of Hartford, devised by the ancestor to an ecclesiastical society and their successors, on the 7 th October, 1786; and one of the principal questions in the case is whether or not the devise was upon a condition, which, when broken, would let in the heir, or was a limitation or trust, the breach of which would work no such consequence.

The material parts of the will are as follows:

“ I give apd devise the whole of my real estate, of every kind and description, . . . unto the Second or South' Ecclesiastical Society, in the town of Hartford, to be and remain to the use and benefit of said Second or South Society and their successors forever.” Then comes" the condition or limitation upon the devise: “Provided, that said real estate be not ever hereafter sold or'.disposed of, but the same be leased or let, and the annual rents or profits thereof applied to the use and benefit of said society, and the letting, leasing. [164]*164and managing of said estate to be tinder tbe management and direction of certain trustees hereafter named by me, and their successors, to be appointed in manner as hereafter directed.” And, after appointing three trustees, and prescribing the manner'of the appointment of their successors, and prescribing also their authority and duties, the testator adds: “And the aforesaid real estate, or any part thereof, shall not be rented or let for a longer term or lease than thirty years before the expiration of the same.” And another part of the will is as follows: “ And, in case said Second Society shall ever hereafter be divided, it is my will that my real estate be not divided, but remain entire and forever to the said Second Society; and such part of said Second Society as shall hereafter secede.or be dividend therefrom are hereby excluded from all the use and benefit of my real estate, so devised as aforesaid to the said Second Society.”

These are the several clauses in the will relating to the management of the estate, following the proviso, and which, taken together, constitute the conditions, limitations, or qualifications annexed to it, and to the enjoyment of the estate by the society.-

All .of them may not be equally important, but we are bound to assume that each and all of them were regarded by the testator as material in the regulations which he has seen fit to adopt and carry into his will.

These conditions or limitations following the proviso are briefly—

1. The estate is not to be soldi or disposed of, but to. be leased by trustees, and the rents paid over to the society.

2. The leasés .are ‘not to exceed thirty years in any one term.

8. The estate is not to be divided in- the event of a division of the society; and— • . ■ "

4. It is to be managed, and directed exclusively by trustees who are appointed in the will”and by their successors; the surviving trustees to appoint "when a vacancy happens.

The question is, whether these are strict common law conditions annexed to the estate, a breach of which, or of [165]*165any one of them, will work a forfeiture, defeat the devise, and let in. the heir ;■ or, whether they are regulations for the guide of the trustees, and explanatory of the terms under which he intended the estate should be managed, with a view to the greatest advantage in behalf of the society ?

The difference between the two interpretations and the consequences flowing from them, is very material. As we have seen, a condition, if broken, forfeits the estate, and forever thereafter deprives the society of the gift; and not only7 this, but the heirs become seized of the first estate, and avoids, of course, all intermediate charges or iucumbrances, and takes also free and clear all the expenditures and improvements that may have been laid out on the property:

On the other hand, if these limitations are to be regarded as regulations to guide the trustees, and explanatory of the terms upon which the devise has been made, they create a trust which those who take the estate are bound to perform; and, in case of a breach, a court of equity7 will interpose and enforce performance. The estate is thus preserved and devoted to the objects of the charity or bounty' Of the testator, even in case of a violation of the limitations annexed to it. A fraudulent or unfaithful trustee will be removed, and another appointed to his place. A diversion of the fund will be arrested, and an account compelled for any waste or improvident use of it.

Mr. Sugden, speaking of conditions, observes, that what by the old law was deemed a devise upou condition would now, perhaps, in almost every case, be construed a devise in fee upou trust, and, by this construction, instead of the heir taking advantage of the condition broken, the cestui que trust can compel an observance of the trust by a suit in equity.

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5 U.S. 119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stanley-v-colt-scotus-1866.