Chamberlain v. . Chamberlain

43 N.Y. 424, 1871 N.Y. LEXIS 12
CourtNew York Court of Appeals
DecidedJanuary 24, 1871
StatusPublished
Cited by177 cases

This text of 43 N.Y. 424 (Chamberlain v. . Chamberlain) 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
Chamberlain v. . Chamberlain, 43 N.Y. 424, 1871 N.Y. LEXIS 12 (N.Y. 1871).

Opinion

Allen, J.

If the residuary bequests are valid, there was an equitable conversion of the whole estate into personalty *432 for all the purposes of the will. The gifts were of money, the avails of the real and personal estate, and the conversion of-the realty into personalty under the authority conferred upon the executors, is regarded as having been accomplished at the death of the testator. (Leigh & Dalzell on Eq. Conversion, 5, 109; Phelps v. Pond, 23 N. Y., 69 ; Thornton v. Hanly, 10 Vesey, 129; Stagg v. Jackson, 1 Comst., 206.) If, therefore, the disposition of the residue of the estate in favor of the two corporations named as legatees is valid as a bequest of personal property, and to the extent that the two corporations can take under the will, regarding the gift as of personalty and not of realty, the will must stand. The Centenary Fund Society is a foreign corporation, having its existence under the laws of Pennsylvania, and located within that State. The existence, however, of corporations organized under the laws of a sister State is recognized by the courts of this State, and they may take property here under wills executed by citizens of the State, if, by the law of their creation, they have authority to acquire property by devise or bequest. (Sherwood v. Am. Bible Society, 1 Keyes, 565; Harris v. Same Ct. of Appeals, 4 Abbott’s N. S., 421.) That the corporation named was erected for charitable purposes, and the bequest to it is for a charity, is not material, if the bequest is not for some .other reason invalid. The courts of this State will not administer a foreign charity, but they will direct money devoted to it to be paid over to the proper parties, leaving it to the courts of the State within which the charity is to be established, to provide for its due administration and for the proper application of the legacy. (Hill on Trustees, 468; 2 Story on Equity Jurisprudence, § 430; Prevost of Edinburgh v. Aubrey, Ambler, 236; Burbank v. Whitney, 24 Pick., 154; Att'y-General v. Lepine, 2 Swanst, 181.) There is no objection to the form or manner of execution of the will or the capacity of the testator, neither is it claimed that by the terms of the instrument the property would not pass, as claimed by the legatees. jThe law of the testator’s domicil controls, as to the formal requisites essential to the validity of the will as *433 a means of transmitting property, the capacity of the testator and the construction of the instrument. (Andrews v. Herriot, 4 Cow. R., 517; Holmes v. Remsen, 4 J. C. R., 469; Parsons v. Lyman, 20 N. Y., 103.) Personal property has no locality, and therefore the law of the domicil of the owner governs its transmission, either by last will and testament or by succession in case of intestacy. (2 Kent Com., 429; Moulton v. Hunt, 23 N. Y., 394; Lawrence v. Kitteridge, 21 Conn., 577.) But if, within the lex domicilii, a will has all the forms and requisites to pass the title to personalty, the validity of particular bequests will depend upon the law of the domicil of the legatee and of the government to which the fund is by the terms of the will, to be transmitted for administration, and the particular purposes indicated by the 'testator. Whatever may be the law of Pennsylvania, a testator domiciled in that State cannot establish by bequests of personalty to citizens or corporations of this State, a charity in trust to be administered here inconsistent with the policy or the laws of this State. A gift by will of a citizen of this State to a charity, or upon a trust to be administered in a sister State which would be lawful in this State, the domicil of the donor, would not be sustained, if it was not in accordance with the laws of the State, in which the fund was to be administered. Bequests in aid of foreign charities, valid and legal, in the place of their existence, will be supported by the courts of the State in which the bequests are made. (Hill on Trustees, 457.) If the legatee, whether a natural or artificial person, and whether he takes in his own right or in trust, is capable, by the law of his domicil, to take the legacy in the capacity and for the purposes for which it is given, and the bequest is in other respects valid, it will be sustained, irrespective of the law of the testator’s domicil; subject, however, to this qualification, that if the law of the testator’s domicil, in terms, forbid bequests for any particular purpose, or in any other way limit the capacity of the testator in the disposal of his property by will, a gift in contravention of the law of the testator’s domicil would be void everywhere. *434 But so far as the validity of bequests depends upon the general law and poEcy of the State affecting property and its acquisition generally, and relating to its accumulation and a suspension of ownership and the power of alienation, each State is sovereign as to all property within its territory, whether real or personal.

f It is no part of the policy of the State of Hew York to j ^intercjict perpetuities or gifts in mortmain in Pennsylvania.or \ California. Each State determines those matters according to it own views of policy or right, and no other State has any interest in the question; and there is no reason why the courts of tins State should follow the funds bequeathed to the Centenary Fund Society to Pennsylvania, to see whether I they will be there administered in all respects in strict hari mony with our policy and our laws.^j* The question was before I the court in Fordyce v. Bridges (2 Phillips, 491), upon the bequest of a fund in England, to be invested in a Scotch entail. Lord Cottenham says: “ An objection was made that the bequest of a fund, to be invested in a regular Scotch entail, was void as a perpetuity. The rules acted upon by the courts in this country with respect to testamentary dispositions tending to perpetuities, relate to this country only. What the law of Scotland may be upon such a subject the courts of this country have no judicial knowledge, nor will they, I apprehend, inquire. The fund being to be administered in a foreign country is payable here, though the purpose to which it is to be applied would have been illegal, if the administration of the fund had been to take place in this ' country. This is exemplified by the weE-established rule in cases of bequests within the statute of mortmain. A charity legacy, void in this country under the statute of mortmain, is good and payable here if for a charity in Scotland.” To the same effect is Vanzant v. Roberts (3 Maryland, 119). In Bascom v. Albertson (34 N. Y., 584) there was neither trustee or cestui que trust, and there was a suspension of the absolute ownership for an indefinite period, and not dependent upon lives in being; and the bequest was void for those *435 reasons, and so held by the court. The case of Wood

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Bluebook (online)
43 N.Y. 424, 1871 N.Y. LEXIS 12, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chamberlain-v-chamberlain-ny-1871.