Wardens & Vestry of St. Paul's Church v. Attorney General

41 N.E. 231, 164 Mass. 188, 1895 Mass. LEXIS 210
CourtMassachusetts Supreme Judicial Court
DecidedJuly 16, 1895
StatusPublished
Cited by41 cases

This text of 41 N.E. 231 (Wardens & Vestry of St. Paul's Church v. Attorney General) 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
Wardens & Vestry of St. Paul's Church v. Attorney General, 41 N.E. 231, 164 Mass. 188, 1895 Mass. LEXIS 210 (Mass. 1895).

Opinion

Lathrop, J.

This is a bill in equity, filed on August 7, 1891, to obtain the instructions of the court in relation to certain trusts created by David Sears. The defendants are the Attorney General of the Commonwealth, the Proprietors of St. Paul’s Church in Boston, the surviving executor of the will of David Sears, the trustees under his. will, his eldest grandson, his heirs at law, and Trinity Church.

On March 1, 1821, David Sears conveyed, by six separate deeds, six pews in St. Paul’s Church in Boston to the Wardens and Vestry of said church, and their successors in office, in trust to lease the pews and invest the rents thereof to form a permanent fund. The deeds then provided as follows: “ And the said Wardens and Vestry and their successors in office shall make a statement of said fund, and of the income thereof, and shall pay over to said Sears, or his nearest heir by the name of Sears for the time being who shall demand it, the one half of said income for his or her use and benefit, that is to say, any heir of said Sears, of his name, who may demand the said one half of said income, shall be entitled to receive it, but his or her right to it shall be superseded and annulled whenever a nearer heir of the same name shall make a similar demand. And provided neither said Sears nor any of his heirs as above, nor any person authorized by him or them, shall demand said income, within six months after it shall have been due and paid over to said Wardens and Vestry, then the said Wardens and Vestry shall invest said income in stocks, etc., as above, to increase and accumulate the fund aforesaid. And the remaining half of said income arising from said fund as aforesaid, the said Wardens and Vestry shall either invest in stock, etc., as above, to increase and accumulate the fund aforesaid, or shall and may expend from time to time on any charitable or benevolent object or objects, in such manner and under such regulations as to their wisdom may seem advisable. It being the intention of said Sears to give to said Wardens and Vestry and their successors in office the uncontrolled liberty of appropriating from time to time the remaining half part of said income from said fund.”

[191]*191On March 5, 1821, this gift was formally accepted by the plaintiffs as a gift “ in trust for charitable uses.” At some time previously to November 12, 1822, Mr. Sears delivered to the plaintiffs a deed (known as the “ deed in the parchment envelope ”), bearing date March 1, 1821. By this deed he assigned to the plaintiffs for the term of nineteen years, (or for his life should he not live so long,) all his right, title, and interest to his half part of the income arising from the fund by this deed, and by the deeds of the pews, to be expended for sacred music. The previous deeds were referred to as deeds “ in trust to form a fund for charitable and other uses.” It was further declared that this deed and the previous deeds were to be operative only on the condition that the plaintiffs should be governed by the definition of the phrase “ nearest heir ” set out in this deed. This definition was, in general, to the effect that the eldest of male descendants should be preferred. This deed was formally accepted by the plaintiffs on January 13, 1823.

On November 9, 1822, Mr. Sears made a gift of one hundred dollars, to be appropriated for the foundation of the trust fund established on March 1,1821, by the deed just referred to. This was formally accepted on November 18,1822, by the plaintiffs, as a “ donation . . . towards a fund for charitable uses.”

Up to January 1, 1824, one half of the income of the trust fund was expended in sacred music, and the other half expended for charitable objects, or accumulated.

On January 1,1824, Mr. Sears conveyed a parcel of land adjoining the church to the plaintiffs as actuaries of the Sears fund, “ subject to its conditions, limitations, and restrictions,” namely, that one half of the income of the fund should be paid “ over to the parties being issue of said Sears,” as before designated, “ and provided, if at any time hereafter it should so happen, from any cause whatever, that said income cannot be so paid over, or that any of said parties should in any way be prevented, excluded, or prohibited, or should in any manner be debarred, from their several successive rights, or if any of said parties, as they may become successively entitled to said income from said fund and said account of said fund, should not receive the same within one year after demand thereof,” then the whole fund should “ be immediately forfeited to, revert to, [192]*192and be reinvested in ” David Sears and his heirs. Power was given to the Wardens and Vestry to exchange or sell the lot of land, if it should be found advantageous or expedient, “ provided always that the proceeds of such exchange or sale shall be reinvested in real estate for the use and benefit of said fund.” The deed further stated that the Wardens and Vestry by their acceptance declared “ that the above are the terms, conditions, limita; tians, and restrictions and tenure ” of the said fund as understood by them in addition to and in explanation of the previous deeds; and that the Wardens and Vestry by their acceptance promised that half of the “ remainder of said income ” should be invested in buying books for a library to be open to the proprietors of the church, to all clergymen, men of letters, and members of government, and to be used by the public generally under such rules as might be deemed expedient, “ the said Wardens and Vestry reserving the other half part of said remainder of said income to be appropriated ” as expressed and authorized in the former deeds.

From January 1, 1824, to February 27,1854, the plaintiffs received the rents from the pews, and invested the same as part of the trust fund. One half of the income thereof was, in accordance with the provisions of the deed of March 1,1821, expended for sacred music until 1840, and thereafter it was added, by the direction of David Sears, as an accumulation to the trust fund. One quarter part of said income was expended in the purchase of books for the library, in accordance with the provisions of the deed of January 1, 1824; the remaining quarter part of said income was expended by the plaintiffs for charitable objects, or added by them as an accumulation to the fund.

On May 1, 1843, David Sears executed and delivered a deed, witnessed and recorded, by which he, for himself and his heirs, “ having a right of forfeiture,” purported to assign to Trinity Church in Boston, or in certain contingencies to the Protestant Episcopal churches in Boston, “ the contingent and conditional interest ” in the fund and the real estate. The provisions of this deed will be more fully stated later.

On May 10, 1847, David Sears, by a letter to the Wardens and Vestry of St. Paul’s Church, released them from any obligation to appropriate one quarter part of the income to the purchase of books for the “ public library,” and authorized them to [193]*193appropriate to such purpose so much only of the income as they might deem judicious, and to apply the remainder of such part of the income in their judgment to any honorable purpose. This letter also contained a reiteration of the trust, and approved the accounts of the plaintiffs. It does not appear that this letter was acted on by the plaintiffs, except to request a deed of confirmation.

On February 25,1854, David Sears executed, and on February 27 acknowledged and delivered, a deed to the Wardens and Vestry in confirmation of this letter.

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Bluebook (online)
41 N.E. 231, 164 Mass. 188, 1895 Mass. LEXIS 210, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wardens-vestry-of-st-pauls-church-v-attorney-general-mass-1895.