Congregational Unitarian Society v. Hale

29 A.D. 396
Appellate Division of the Supreme Court of the State of New York·Decided July 1, 1898·Published·Cited by 15 cases

Opinion

Barrett, J.:

This action is brought to recover the amount of a legacy to which the plaintiff claims to be entitled under the 4th clause of the will of Joseph P. Hale, deceased. This clause reads as follows:

I give, devise and bequeath absolutely unto the Unitarian Society [398]*398of Bernardston, Franklin county, Massachusetts, the sum of ten thousand dollars (§10,000), in trust, to he invested by the trustees of that society in good interest paying securities, so much of the annual income thereof as may be necessary to be applied by the said trustees to keep in good order the lot of ground in which my father and mother were buried in the cemetery connected with that church, and the balance of such annual income to be applied by the said trustees towards the support of the preaching of the Gospel in that Society.”

The plaintiff is the society named in this clause, and is located at the town of Bernardston in the State of Massachusetts. The society has never been regularly incorporated, but it has existed for many years as an organized feligious body. Proof was given upon the trial of its capacity to take this ‘ legacy under the laws of Massachusetts. The questions presented by this appeal relate mainly to the admissibility, competency and effect of this proof.

The plaintiff offered in evidence certain parts of the Revised Statutes of Massachusetts. The defendants objected to their admission, primarily, upon the ground that they were not specially pleaded. This objection covered not only the statute of that State, but the decision of its courts. We think the objection was properly overruled. It was alleged in that complaint “ that, by the laws of said Commonwealth, the plaintiff is now, and always has been, competent to take and hold said legacy, and to sue for and recover the same.” It was also alleged that, “at the time of the death of said Joseph P. Hale, it was and still is the law of said Commonwealth, that incorporated and unincorporated religious societies may appoint trustees, not exceeding live in number, to hold and manage bequests for their benefit; ” that “ before the commencement of this action the plaintiff duly appointed three trustees to hold and manage said bequest, * "x" * and that each of said trustees has accepted his said appointment, and that said trustees are ready and prepared to receive said bequest and administer it according to law.”

The allegations were sufficient to authorize proof of the laws of Massachusetts. The statutes of - that State and the decisions of its courts are evidence of the facts averred. The law is the fact, and that is averred. The case on this head is directly within the rule [399]*399laid down in Schluter v. Bowery Savings Bank (117 N. Y. 131). The allegation there was that the foreign surrogate had jurisdiction and was duly authorized and empowered by the laws of the State of New Jersey to issue said letters, as aforesaid.” Judge Earl, in commenting upon this allegation, said: “ We think these allegations were sufficient to authorize proof of the laws of New Jersey, and of the jurisdiction of the surrogate in issuing letters. If the plaintiff desired more specific allegations and was fairly entitled to them, he should have moved to make the answer more specific and definite. The answer gave him every information to which he was entitled. And he might, if he could, have shown that the surrogate had no jurisdiction, and that the laws did not authorize him to grant administration of the estate of Mrs. Knittel.”

The case of Throop v. Hatch (3 Abb. Pr. 24) was there disapproved. Rothschild v. Rio Grande Western Railway Co. (59 Hun, 454) is cited by the appellants in support of their position, but the view taken in that case is in entire harmony with our present conclusion. The court there observed: The law of a foreign State is a fact to be alleged and proved, like any other fact. It is not necessary to plead the evidence of the fact, whether such evidence be embodied in the statutes of the foreign State, or in the decisions of its courts. ' Rut the fact that a given proposition is the law must be stated, if such fact is essential to a recovery.” The primary objection was, therefore, overruled.

The next objection, namely, that the statutes were not properly authenticated, as required by section 942 of the Code of Civil Procedure, was also properly overruled. They purported to be statutes of Massachusetts and to have been published by the Commonwealth. The title pages were sufficiently clear upon this point. This was certainly so as to the Revised Statutes, which were sufficient of themselves to show the plaintiff’s competency to sue for and recover this legacy. The title page of these Revised Statutes shows that they were printed and published under “a resolve” of November 3, 1835, and were so ¡published by the State printers. We think all these books, the General Statutes and Public Statutes, as well as the Revised, were sufficiently* proved. (Leach v. Linde, 70 Hun, 145.) The same observation applies to the reports of the Supreme Court of Massachusetts. Certain volumes of these reports were proved by [400]*400a member of the bar of Massachusetts to be “ volumes of the regular reports of the Massachusetts Supreme Court,” and it was also proved that they were obtained from the New York Law Institute of the city óf New York. All these laws, whether in the form of statutes or decisions, were properly before the court below, and are properly before us on appeal.

The defendants next contend that these statutes and decisions, even if properly before the court, did not prove that the plaintiff was entitled to the legacy in question. The statutes, in terms, provide that unincorporated societies shall have the like power as incorporated societies, to manage, use and employ, according to its terms and conditions, any donation, gift or grant made to them. One of the appellant’s points is that a legacy is not a donation, gift or grant, within the meaning of these statutes. It appears, however, that such legacies have invariably been sustained by the Supreme Court of Massachusetts. The cases there are directly in point. (Silsby v. Barlow, 82 Mass. 329; Dexter v. Gardner, 89 id. 243; Jackson v. Phillips, 96 id. 539.) These cases were offered in evidence by the plaintiff, and the opinion in Dexter v. Gardner is printed in full in the record. They are quite conclusive upon the question of the plaintiff’s right to this legacy under the laws of Massachusetts.

This brings us to say that it is the laws of that State which govern us as to the competency of the plaintiff to take this legacy. It is well settled in this State that, while the laws of the testator’s domicile govern as to the formal requisites essential to the validity of the will, the capacity of the testator and the construction of the instrument, the validity of particular bequests depends (unless expressly prohibited by the law of the testator’s domicile) upon the law of the domicile of the legatee. (Chamberlain v. Chamberlain, 43 N. Y. 424; Matter of Huss, 126 id. 544; Hope v. Brewer, 138 id. 126.) .As Judge Gray said, in Matter of Huss (supra), “ our laws do not prohibit the bequest or the taking, and the sole question to be considered relates to the legatee’s capacity.”

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Congregational Unitarian Society v. Hale, 29 A.D. 396 (N.Y. Ct. App. 1898).

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