Hill Trust
Opinion of the Court
(specially presiding),
This proceeding under the Revised Price Act of June 7, 1917, P. L. 388, as amended, 20 PS §1561, is by testamentary trustees of real estate seeking authority to sell trust property. The sale is opposed by descendants of the residuary legatees of the settlor.
John R. Hill died July 22, 1926, leaving a will dated June 11, 1925, by which he devised in trust his farm consisting of approximately 98 acres in South Buffalo Township, Armstrong County, to “Armstrong Lodge No. 239, Free and Accepted Masons of Freeport, Pa., of which I am a member” under conditions set forth in various subparagraphs. In subparagraph (a) he provided:
“The said Armstrong Lodge No. 239, Free and Accepted Masons shall have the use of said farm for the*793 purpose of providing suitable Outing Grounds to which all members of Armstrong Lodge No. 239, Free and Accepted Masons and their families shall be made welcome, under such rules and regulations as may be laid down by the Board of Trustees hereafter appointed.”
In other presently material portions of his will, decedent directed, subparagraph e, that the estate devised to the lodge “shall be held in trust by my esteemed and trusted friends (named to serve for life) as trustees . . . for the purposes herein mentioned” and provided for the selection of successor trustees. The trustees are authorized, subparagraph b, to rent parts of the land and buildings not required for the use of the lodge and use such rentals for maintenance of the property, taxes and for construction of new buildings to be used for farm purposes after first applying $10 per year for the care and maintenance of settlor’s burial lot. The trustees are also authorized, subparagraph d, to rent part of the farm to other Masonic lodges. In subparagraph (f) decedent provided :
“Should Armstrong Lodge No. 239, Free and Accepted Masons, cease to exist, then in that case, the Trustees herein mentioned, shall hold the property in trust for the next nearest Masonic Lodge, under the same terms and conditions as provided in the devise to Armstrong Lodge No. 239, Free and Accepted Masons.”
The School District of South Buffalo Township, under the right of eminent domain, condemned approximately 10 acres of the farm for school purposes. The compensation for the taking was fixed at $5,000 by compromise approved by order of court, dated August 31, 1955, which directed the trustees “to hold said sum in trust in the same manner and for the same purposes as the land which it replaces.”
Petitioners take the position that lodge members and their families are not interested in spending time on the farm, located about two miles from Freeport, or using it for “outing grounds or other social or recreational purposes.” The trustees desire, therefore, to sell the property and apply the proceeds from the sale towards constructing recreational and social facilities in the building owned by the lodge in Free-port. This, petitioners contend, will more effectively provide recreational and social facilities for members and their families and thus enable them to carry out the purposes of the trust.
The interests opposing the sale contend that decedent made a conditional devise to the lodge “for the purpose of providing suitable outing grounds” to which all members and their families “shall be made welcome.” This they maintain was not done and could have been accomplished by providing “suitable outing conditions to which families of today would be attracted to spend their leisure hours.” By providing swimming facilities, picnic tables and grills, ball fields, tennis courts, other recreational equipment and outdoor devices it is argued, the trustees could have carried out the purpose of the trust. Having thus failed to meet testator’s condition it is contended the trust terminated and the farm reverts to the descendants of decedent’s residuary beneficiaries.. ..
Examination and study of decedent’s will in the
Decedent’s will evidences a primary intention to benefit his lodge brothers and their families by making available to them recreation and social facilities. The fact that he identified his farm as the place for such activities does not diminish or limit the effect of his expressed primary intention to provide recrea
Having determined that testator created a valid trust we must now consider its nature and the accomplishment of the trust purposes. Decedent’s gift for the recreational use of the members and families of the Masonic Lodge to which he belonged, and under certain circumstances the members of other Masonic Lodges, is, under the circumstances here present, the bequest of a trust for charitable purposes. . . .
Careful review and consideration of all of the circumstances satisfied us that directing the trustees to use the farm itself for recreational purposes would not fulfill nor advance decedent’s intention and the purposes of the trust he created but would rather tend to substantially impair the accomplishment of his trust purposes. In arriving at this conclusion we are influenced by changes in circumstances which have taken place since decedent’s death. . . .
Case-law data current through December 31, 2025. Source: CourtListener bulk data.