Bascom v. . Albertson

34 N.Y. 584
CourtNew York Court of Appeals
DecidedMarch 5, 1866
StatusPublished
Cited by84 cases

This text of 34 N.Y. 584 (Bascom v. . Albertson) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bascom v. . Albertson, 34 N.Y. 584 (N.Y. 1866).

Opinion

Poster, J.

The testator was a resident of this State at the time of his decease, and the validity of his bequests must be determined under our laws. The record raises no question as to their validity in. another jurisdiction; and if it had been shown as matter of fact, that the laws of Vermont in this respect differ from our own, the proof would have been unavailing. The estate consisted exclusively of personal assets here; and the legacies in question were payable to such persons, then unknown, as might be appointed in that State after his death, to act as- trustees in establishing and managing at Middlebury an institution for the education of females. This being the nature of the bequests, they cannot be sustained and enforced if they are void under the law of the testator’s domicile. ( Wood v. Wood, 5 Paige, 596; Curtis v. Hutton, 14 Vesey, 537; Banks v. Phelan, 4 Barb., 88; Hill on Trustees, 454, 468; Phelps v. Pond, 28 Barb., 127; S. C. affirmed, 23 N. Y., 69.)

Before proceeding to consider the principal questions, it will facilitate our inquiries to advert briefly to the aspect of the case as presented by the record. On the final accounting before the surrogate, the appellants insisted that the residuary fund should be paid over to them. They did not claim to be entitled to payment of the primary legacy of $25,000, as *588 the widow of the testator was still living; and even on the assumption of the validity of that bequest, it was uncertain whether the contingency would ever arise which would entitle them to claim that portion of the fund. The surrogate decreed that each of the bequests was void; and we think his conclusion was right, though the immediate and practical question was as to the claim founded on the residuary clause.

It is obvious that in respect to the projected charity, the testator had no clear and definite scheme. He appointed no trustees and designated no beneficiaries. The females to be admitted to the benefits of the proposed institution in Middlebury were limited to no class, condition or race. The beneficiaries, if any, entitled to an equitable interest in the gift, consisted of the uneducated portion of one-half of the human race. He gave no directions as to the plan of the institution, or the manner in which the fund should be applied. He indicated no mode of selecting those to be admitted as inmates, and he neither interdicted nor enjoined gratuitous instruction. If a scheme could be devised to carry out his general purpose, it might be effective, but it would not be his. It must be contrived either by the unknown trustees to whom he supposed he was delegating the authority, or by the Supreme Court of Vermont, to which, as the appellants claim, it was delegated by law, notwithstanding his directions. He seems to have acted under an impression that nothing was essential to the creation of a trust for a benevolent end, but a fund, a purpose and a name ; or that if anything more was needful, it could be supplied by others, under an implied authority.in the nature of a posthumous power of attorney. The surrogate and the Supreme Court thought otherwise, and in their view we concur.

It is claimed that the. gift and trust can be upheld within the rules supposed to have been established in the case of Williams v. Williams. (4 Seld., 524.) Without pausing at this point to consider how far the doctrines enunciated in that case have been subverted by subsequent decisions, we *589 think the appellants are environed with difficulties which, would he fatal to the gift in question, even if those doctrines could be successfully maintained.

It is conceded on all hands that the theory of the Williams Case ought not to be extended; and, indeed, from the time that decision was made, the only question mooted in regard to it has been, whether it could be so limited as to be upheld. Beyond the precise point in judgment it cannot be invoked as a precedent; and we shall presently have occasion to consider the question whether, even to this extent, it. can be recognized as a binding authority, in view of subsequent adjudications by the court in which it was decided. But the appellants in the present case are compelled to maintain propositions which, though incidentally discussed, were neither involved nor determined in the Williams Case. There the issue was as to the validity of two bequests, each in favor of designated donees, and each vesting on the death of the testator. One was to a religious corporation, legally authorized to take and hold in perpetuity, and the legacy. was to be applied to the uses for which the society was organized. The other was to three persons by name, directing the application of the fund to the education of the children of the poor in Huntington, at the academy in that village, and also directing the selection, without discrimination of denomination or complexion, of children whose parents were -not named on the tax list; and if there were not enough of these to absorb the annual income, the children of those who were lowest on the tax list. The will prohibited the application' of the fund to purposes of building or repair, and limited it to the strict, expenses of ordinary English education. It also contained apt and appropriate provisions for preserving a succession of trustees to apply the fund. It did not leave it for the judges to supply donees, nor for the courts to found institutions and to project vague and indefinite schemes of charity. What the majority of the court adjudged, and all it adjudged,, was that a gift thus definite and certain, vesting in designated trustees immediately upon the death of the testator, with .no intermediate *590 suspension of ownership, could legally he upheld. If that decision was wrong, the judgment in the present case should of course be affirmed. But the appeal now under consideration presents additional issues of the gravest public importance. We cannot reverse the judgment rendered by the Supreme Court in favor of the respondents, unless we are prepared to affirm it to be the law of this State:

1. That any citizen can create a valid and effectual trust, existing proprio vigore, with neither .trustee nór cestui que trust.

2. That any testator can make a gift of his estate, designating no donees, either of the legal title or of the equitable interest, which shall yet be effectual to withdraw his property from the operation of the statutes of descent and distribution.

3. That any citizen may lawfully ordain by will, that his property shall vest at his death in no human being and no corporate body, and that the absolute ownership and power of. alienation shall be suspended for an indefinite period thereafter, not nieasured by lives in being.

4. That the eg pres doctrine of the English courts of chancery exists in this State, and that the Supreme Court, in a case like this, is clothed with the power and charged with the duty of devising a scheme of charity and decreeing its execution, though none was framed by the testator:

Ho sanction for these propositions can be found in the laws • of this State. Our own decisions lie in the path between us and such a judgment.

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Bluebook (online)
34 N.Y. 584, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bascom-v-albertson-ny-1866.