Richardson v. Adams

| Mass. | Jun 23, 1898

Morton, J.

The declaration of trust describes the beneficiaries by name, and speaks of them as “ the only living children of the late Alfred Richardson,” and provides that each is to receive one sixth of the net income during life, and after death one sixth of the capital is to go to his or her children, if any, and in default of issue, then equally to the surviving brothers and sisters. So far as the declaration of trust goes, nothing could be plainer than the persons for whose benefit the trust is declared, and it was competent for the presiding justice to find on the evidence before him, and for aught that appears he did so find, that the contents of the instrument were known to Mr. Higginson, and were assented to by him as correctly setting forth the terms of the trust on which the money was paid by him to and was received by the trustee.

The plaintiff contends, however, that the object was to benefit the heirs of Alfred Richardson, of whom he is one, and that by ignorance, or mistake, or fraud his name was omitted from the list of heirs found in the possession of Mr. Higginson, and that the instrument should be reformed so as to admit him as a beneficiary. It is true that there was evidence tending to show that the creator of the trust contemplated the heirs of Richardson as the objects of his bounty; but whether lie would have included the plaintiff amongst the beneficiaries if he had known that he was alive, and what his relation to Alfred Richardson was, can be only a matter of conjecture.

The plaintiff had no legal claim upon him, and even if he had known about the plaintiff, it is possible that he still might have chosen to limit his bounty to the living children of Alfred Richardson, and their children and issue, as he has done.. It is well settled that an instrument will not be reformed on the ground of mistake, except upon full, clear, and decisive proof of the mistake. Loud v. Barnes, 154 Mass. 344" court="Mass." date_filed="1891-09-03" href="https://app.midpage.ai/document/loud-v-barnes-6423889?utm_source=webapp" opinion_id="6423889">154 Mass. 344. Page v. Higgins, 150 Mass. 27" court="Mass." date_filed="1889-09-05" href="https://app.midpage.ai/document/page-v-higgins-6423213?utm_source=webapp" opinion_id="6423213">150 Mass. 27, 30, 31. Grerman American Ins. Co. v. Davis, 131 Mass. 316" court="Mass." date_filed="1881-06-30" href="https://app.midpage.ai/document/german-american-insurance-v-davis-6420368?utm_source=webapp" opinion_id="6420368">131 Mass. 316. Stockbridge Iron Co. v. Hudson Iron Co. 107 Mass. 290" court="Mass." date_filed="1871-09-15" href="https://app.midpage.ai/document/stockbridge-iron-co-v-hudson-iron-co-6416495?utm_source=webapp" opinion_id="6416495">107 Mass. 290, 317. Sawyer v. Hovey, 3 Allen, 331.

This case does not come. up to the degree of proof required. There is no evidence of fraud. If there were, the action of the presiding justice has settled the question against the plaintiff.

The letter from Mr. Higginson to the plaintiff was properly excluded.^* It was written nearly eight years after the execution of the declaration of trust and the payment of the trust fund. The terms of the declaration of trust could not be varied or affected by statements made by the creator of the trust in the,absence of and without the knowledge or assent of the other parties interested, after it had been executed and carried into effect. Dodge v. Nichols, 5 Allen, 548.

Bill dismissed.

* This letter, dated March 19, 1889, was as follows: “ Tour letter of the 15th instant I rec’d a few days ago, but have delayed replying from passing illness. The request you ask is quite beyond my reach: the sum of money you refer to was paid,- years ago, to a son of your grandfather (as you refer to old Mr. Alfred R.), who was then a clerk in the employ of Mr. John Q. Adams, with a verbal request that the sum should be divided among the legal heirs of old Mr. R. — My interest and agency in its disposal ended then, and I must decline taking part in an attempt to give any portion of it a new direction.”