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George H. Poor, executor, vs. Benjamin F. Bradbury & others

Massachusetts Supreme Judicial Court1907-06-26
196 Mass. 207

Summary

Holding. The bequest to Benjamin F. Bradbury constituted an absolute gift rather than a precatory trust, and the court issued a decree accordingly.

The executor of Sarah D. White's estate sought guidance on interpreting a provision in her will that gave half the residue to Benjamin F. Bradbury with language expressing confidence that he would use it for work opposing alleged threats to public schools from the Roman Catholic Church. The testator had been closely involved in Bradbury's efforts, attended his lectures, served on committees, and contributed to his work, which was conducted without formal organization or required accounting. The court examined whether the bequest language created a binding trust on Bradbury or constituted an absolute gift to him.

The court applied the principle that wills should be interpreted to effectuate the testator's intent based on the language in context, rather than applying rigid meanings to particular words. Although some similar language in prior cases had been found to create precatory trusts, the court distinguished those decisions based on differences in wording and circumstances. Here, the phrase "in the confidence that" expressed the testator's reason for making the gift rather than imposing a legal obligation. Given the testator's intimate knowledge of and involvement in Bradbury's work, her intent was to make an absolute gift to him, trusting his judgment about its use.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether language expressing confidence in the donee's use of funds creates a precatory trust or an absolute gift
  • Interpretation of testator's intent from will language in context rather than from rigid word meanings
  • Effect of testator's personal relationship with and knowledge of the donee's work on gift characterization

Procedural posture

The executor filed a bill in equity seeking instruction on interpreting a will provision, the case was referred to a master for factual findings, and the court issued a decree resolving the interpretation question.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Rugg, J.

This is a bill in equity for instructions as to the meaning of the sixth paragraph of the will of Sarah D. White, which is as follows:

“ I give and bequeath the residue of my estate, one half to the Massachusetts Society for the Prevention of Cruelty to Animals, and the other half to my friend Benjamin F. Bradbury of Boston in the confidence that he will use it in the prosecution of his work against the encroachments of the Roman Catholic Church upon our common school system. And if said Bradbury shall not be living at the time of distribution herein provided, I direct my executors to pay over said one half of the residue of my estate to any organization which in their judgment and discretion may be carrying on the same work as said Bradbury, but if in their judgment there is no such organization which should have it, then they shall pay the same to the Massachusetts Society for the Prevention of Cruelty to Children whereof Francis B. Fay is now president.”

The other portions of the will throw no light upon the interpretation to be given to this paragraph. The case was sent to a master, who reported, respecting the work of Bradbury and the relation of the testatrix to him, that " he initiated in 1888 a series of meetings held in Boston on Sunday afternoons, which were designated Patriotic Lectures.’ The purpose of the meetings was to call the attention of the public to what was believed by Bradbury and others to be the danger to all American social, political and religious institutions from the Roman Catholic Church. He was particularly interested in the alleged danger to the public school system. The lectures, however, made no special attempt to deal with the question, but were devoted to exposing and attacking the alleged attitude of the Church toward said institutions, including the schools. He was individually responsible for the expenses and met them by voluntary contributions from the public, making up any deficit himself. He kept a distinct account of every cent, regarding funds contributed to this work as entirely distinct from his personal funds, but he never rendered any account to any one. No profit was ever made by him from these contributions. The work was under no organization. The testatrix constantly attended the meetings, was on one of the committees in charge, and contributed generously to the work. She knew that Bradbury kept a strict account of all moneys contributed to the work distinct from that of his personal funds and that he did not put into his own pocket any funds contributed to the work. She also loaned him money for which he gave her his note, which he afterwards paid.”

The cardinal rule, now generally adopted respecting the interpretation of wills, is to give effect to the intent of the testator, if it can be discovered, and not to attach a hard and fast meaning to particular words apart from their connection and the atmosphere of the instrument in which they are used. McCurdy v. McCallum, 186 Mass. 464. The relations of the testatrix to Bradbury had been those of confidence and deep interest in the educational and public work which he had been carrying on. The expenses necessary for the support of this work had been in part met by public subscription, but Bradbury had never been required to account, nor had he made any accounting of the funds he received to any organization or person, although keeping a strict account of his receipts and disbursements in that connection. In Warner v. Bates, 98 Mass. 274, a bequest was given by a wife to her husband “ in the full confidence that ” he would afford protection and support to the children. This was held to create a precatory trust. In Spooner v. Lovejoy, 108 Mass. 529, the words “ She is of course to charge herself with the education and support of our daughters”; in Dickson v. United States, 125 Mass. 311, the words “ Wishing to contribute my mite towards suppressing the rebellion and restoring the Union ”; in Hess v. Singler, 114 Mass. 56, the words “ I . . . signify . . . my desire and hope”; in Sears v. Cunningham, 122 Mass. 538, the words “With only this condition that I wish”; in Barrett v. Marsh, 126 Mass. 213, the words “ It is my desire ”; in Rose v. Porter, 141 Mass. 309, the words “ I assume my eldest son will understand and appreciate my reasons for giving ... to his younger brothers; and that they on their part will not fail to do for him and his family, all that . . . the truest fraternal regard may require them ”; in Durant v. Smith, 159 Mass. 229, the words “ It being my request ” and “ it is also my request ” ; in Aldrich v. Aldrich, 172 Mass. 101, the words “I am confident . . . that ... the property . . . will be divided equally ”; in Lloyd v. Lloyd, 173 Mass. 97, the words “ Having full faith and confidence . . . and knowing that . . . ”; in Pitts v. Milton, 192 Mass. 88, the words, “ I give ... to my beloved wife all my real and personal estate . . . for the purpose of maintaining herself and our children ”; and in Williams v. Williams, [1897] 2 Ch. 12, the words, “In the fullest confidence that”; — have all been held not to create a precatory trust. These decisions, so far as they throw any light upon the words used by the testatrix, indicate that they should be, construed as an absolute gift, rather than as constituting a trust. The language employed by the testatrix is somewhat like that used in Warner v. Bates, 98 Mass. 274, where it was held that a trust was created. The scope of that decision, however, is not to be enlarged (Aldrich v. Aldrich, 172 Mass. 101). Further, the words there under consideration were somewhat more peremptory than those used in this instrument, and the circumstances of duty owed by the maker of the will to the cestui que trust, to which weight is attached in the opinion, are wholly wanting here. Without questioning that case, it is distinguishable from the present.

Giving due weight to the work with which Bradbury was identified and the interest and relation of the testatrix to it and to Bradbury, the intent of the testatrix appears to have been to make an absolute gift to Bradbury. The words “ in the confidence that he will use it for the prosecution of his work ” speak the reason for the disposition, and do not establish a trust. In effect she says: I give the other half of the residuum of my estate to my friend for the reason that I have absolute confidence that he will use it in the prosecution of his work.

Arguments both for and against the conclusion we have reached may be founded upon other language of the residuary clause, but conceding their utmost strength to those in favor of a trust, they do not balance the considerations which lead to the determination that a gift was intended.

It becomes unnecessary to consider the other questions raised at the argument.

Decree accordingly.