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96 Mass. 24

Davis

Massachusetts Supreme Judicial Court

Decided January 15, 1867

Massachusetts Supreme Judicial Court · decided 1867-01-15

<p>A testator devised his mansion-house with land in trust, with provisions that his son A. should he allowed to have the use thereof for life, and after A.’s death that each son of A. in the order of primogeniture should have the right to elect to take the house and a certain portion of the land as his share of the estate; and, in case none of them should so elect to take the same, then that the house and all the land should he divided among A.’s children; and, in case A. died without issue, then the testator made similar provisions with respect to his son B. The testator died, and the trustee, in A.’s lifetime, petitioned this court for an order to sell the house and land, on the ground that such sale was expedient and necessary and for the best interest of the parties interested therein. It appeared that the present income of the estate was less than would be obtained from the proceeds of a sale; but that it was uncertain, in view of the peculiar nature of the provisions, whether the interest of A.’s children would be promoted thereby. Held, that no decree of sale should be made.</p>

Decided 1867-01-15

Chapman, J.

¶1The petitioner holds the land under the last will and testament of Benjamin Porter, in trust for the legatees therein named. Benjamin Franklin Porter, a son of the testator, is to have the net income during his life. If he dies leaving sons, the eldest of them will be entitled by the will, on his marriage or coming of age, to elect to take, as his share of the estate, the mansion-house and buildings, with ten acres of land. If he does not elect to take it, the remaining sons are to have in succession the same right. If Benjamin Franklin leaves no issue, the sons of John Henry Porter, another son, are to have the same right.

¶2It is thus apparent that the testator had a strong desire that the mansion-house and the adjoining land should remain in the possession of some one of his male descendants. For that reason he has made this specific legacy. So far as the intent of a testator can reasonably be effected, it should be done. He has exercised a right over his property which the law has given him, and that right should be respected and maintained. It is manifest that a sale of the property would defeat his intent, and destroy the specific legacy.

¶3If it appeared that the mansion-house was going to decay, and that the income of the real estate would be insufficient to keep it in repair, so that the specific legacy would be substantially defeated by keeping the property, a case might be presented which would justify a sale. There might be other circumstances which would show that the interest of all parties required a sale. But, upon the facts now presented, it is net* *29apparent that the interest of the sons would be promoted by a sale.

¶4By Gen. Sts. c. 100, § 16, this court is authorized, in a suit in equity, to decree a sale and conveyance of real estate, when a sale and conveyance have become necessary or expedient,” and an investment or application of the proceeds “ upon such security and in such manner as shall best effect the objects of the trust, and be most safe and beneficial for all interested therein.” It is obvious that this statute was not intended to confer on the court a discretionary power to act in entire disregard of the objects of the trust.

¶5The St. of 1864, c. 168, authorizes the court to decree a sale and conveyance upon petition “ in the same manner as they may now do upon a suit in equity.” But it does not enlarge our discretionary power. We are still to regard the objects of the trust as before. If, therefore, we were to decree a sale of the property under the present circumstances, we should exercise a discretionary power which the legislature did not intend to confer upon us. Petition dismissed.

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