Allen v. Stevens

22 Misc. 158, 49 N.Y.S. 431
CourtNew York Supreme Court
DecidedDecember 15, 1897
StatusPublished
Cited by4 cases

This text of 22 Misc. 158 (Allen v. Stevens) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Stevens, 22 Misc. 158, 49 N.Y.S. 431 (N.Y. Super. Ct. 1897).

Opinion

Scripture, J.

This action was brought by the plaintiffs, who are the only heirs-at-law of Nathan F. Graves, deceased, for the construction of the last will and testament of said deceased, and all questions relating to the construction of said will can therein be properly adjudicated.

The executors' intended to bring an action for the construction of said will, but were not quite ready to do so at the time of the commencement of this action.

Nathan F. Graves, an old resident of Syracuse, New York, died July 21, 1896 (at the age of about eighty-three years), leaving [160]*160no descendants him surviving, but leaving Catherine H. Graves (who at the time of his death was about eighty-five years of age), his widow, and the plaintiffs, his only heirs-at-law, and next of Inn.

Lie left a will drawn by himself, bearing date September 15, 1893, proved in the Surrogate’s Court of Onondaga county, September 5, 1896, and on the same day letters testamentary were issued to Charles E. Stevens and Maurice A. Graves, two of the executors and trustees named in said will; Basselas A. Bonta, an executor and trustee therein named, having renounced as executor, but not as trustee/

The executors believe that all of the legacies and devises under said will are valid, except the one to Helen A. Graves, who died in the lifetime of the testator.

The personal estate of the testator was appraised at about $88,000.

The real estate of the testator is probably worth $100,000, more or less, and about which there is an action' in the Supreme Court pending and undetermined, involving $40,000 or $50,000, it being claimed on the part of said executors that the same is a part of the testator’s estate, and on the part of the committee of Catherine H. Graves (the former owner), that the same doth belong to her.

The testator was a.lawyer by profession, and had practiced law more or less until his death, but was not actively engaged in his profession during the last twenty years of his life, but had an office in the front room of the New York State Banking Company (of which bank he was president for about forty years), and transacted such law business las he did in such office. ■

The testator, by his will, has appropriated for his own benefit, or bequeathed to corporations, societies and. associations, about $28,000 (no part of which has been paid).

Twenty-two thousand dollars to relatives and friends.

The use of his bank stock (between $20',000 and $30,000) he bequeathed to his. wife for life, and the same forms a part of his residuary estate.

And the balance of his property to Charles E. Stevens (a nephew and former law partner), Maurice A. Graves (a nephew), and Basselas A. Bonta (who had been the cashier of his bank for towards forty years), in trust, to found, erect and maintain a home to be known as “ Graves Home for the Aged.”

The defendants, Charles E. Stevens, Maurice A. Graves and [161]*161Easselas A. Bonta, are the trustees named in the tenth paragraph of the will of Nathan F. Graves, late of the city of Syracuse, deceased, and Charles E. Stevens and Maurice A. Graves are also the acting executors of such will. By the tenth subdivision of such will, the testator gives and devises unto all such trustees all the residuum of his estate, in the following words: “I give, bequeath and devise all the rest and residue of my property of every kind, personal and real, wherever situate, to my trustees hereinafter named, for the purpose of founding, erecting and maintaining Graves Home for the Aged, to be located in the city of Syracuse, in the state of New York.- It is intended as a home for those who, by misfortune, have become incapable of providing for themselves and those who have slender means of support. The institution to be known as Graves Home for the Aged. I hereby appoint Charles E. Stevens, Easselas A. Bonta and Maurice A. Graves for the trustees to execute the above trust, I hereby authorize and empower my executors, or the survivor of the"m, to rent or sell any part or all of my real estate that I may own at the time of my death.” Then follows an authority h> the trustees to convey, in substantially the same words. . And the eleventh subdivision of the will reads as follows:. “My executors or my trustees are authorized to retain my stock an^ shares in the New York State Banking Company, and continue the business of banking for a term of years, at their discretion, but the same is not to be continued nor any portion of my property held longer than the lives of Catherine Graves Eoby and Helen Breese Graves.”

It is claimed by the plaintiffs that this portion of the will is void by reason of the indefiniteness of the trust and the uncertainty of the beneficiaries, and that it violates the rule against perpetuities.

The plaintiffs ask for the construction of the will principally upon two questions:

First. Is the residuary devise and bequest by the testator to the Graves Home for the Aged invalid, claiming it is void, and that the plaintiffs are entitled to all the real estate of the deceased, and all the personal property remaining after the payment of valid legacies, and subject to any share the widow may be entitled to therein.

Second. Whether in case the devise and bequest to the Graves Home for the Aged is valid, such devise or bequest to trustees to found such home falls within the statute of 1860, claiming that it does.

[162]*162These defendants claim that the above constitutes a perfectly valid trust under the laws of this state, and they base such claims on two grounds,' first, two recent statutes, chapter 701 of the Laws of 1893, and chapter 547 of the Laws of 1896; and, second, irrespective of such statutes, on the authority of the case of ■ Burrill v. Boardman, 43 N. Y. 254, and the doctrine therein set forth,, and which is hereafter fully set forth.

Before considering’ the effect of the Laws of 1893 and 1896 upon gifts for charity, the history of that law in England and all of the states of the Union, including New York, with the powers' of the English Court of Ohancery and the cy-pres doctrine should be considered.

The original and inherent jurisdiction of courts of equity in the different states, and the source from whence their cy-pres powers are derived, should also be examined; to the end that the true intent of the legislature may be. arrived at, and from what .soured or sources and principles the framers of the law created the •act. •

Based upon certain prerogatives of the crown and the statute •of 43 Elizabeth, chapter 4, the Court of Chancery in England •exercised a peculiar jurisdiction over charitable trusts, in determining and applying gifts to charity, where the donor had failed to. ■define them, ¿nd in framing schemes of approximation near to or remote from the donor’s true design. Where, therefore, there was a gift for a general and indefinite charitable purpose, either the Icing, under his sign manual, or the court representing him, disposed of the subject donated.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Hull v. Pearson
36 A.D. 224 (Appellate Division of the Supreme Court of New York, 1899)

Cite This Page — Counsel Stack

Bluebook (online)
22 Misc. 158, 49 N.Y.S. 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-stevens-nysupct-1897.