Fairchild v. . Edson Edson v. . Bartow

48 N.E. 541, 154 N.Y. 199, 1897 N.Y. LEXIS 558
CourtNew York Court of Appeals
DecidedNovember 23, 1897
StatusPublished
Cited by66 cases

This text of 48 N.E. 541 (Fairchild v. . Edson Edson v. . Bartow) 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
Fairchild v. . Edson Edson v. . Bartow, 48 N.E. 541, 154 N.Y. 199, 1897 N.Y. LEXIS 558 (N.Y. 1897).

Opinion

Bartlett, J.

It has been deemed advisable to consider in one opinion the two cases presented by these appeals, although they were- argued separately and involved very different questions.

The first action was brought by the executors of the will of Mary A. Edson, deceased, for the purpose of obtaining a judgment construing and determining the validity of certain provisions of her will and second codicil.

The court below held, upon the face of the will, the final residuary clause valid which bequeathed to the persons named as executors, personally and absolutely and without limitation or restriction, any legacy, either pecuniary or residuary, which had lapsed or failed, or for any cause had not taken effect in whole or in part.

The second action was instituted by the brother of the testatrix, as her sole heir at law and next of kin, to establish a constructive trust under the provisions of the will and second *210 codicil, taken in connection with certain extrinsic facts established, as it is claimed, at the trial.

The plaintiff in this latter action died since it was begun, and this appeal is prosecuted by his executrix in her representative capacity and individually.

The second action proceeds upon the assumption that the first was properly decided, as the theory upon which it rests is that the bequest to the individuals named as executors, personally, is valid on the face of the will, but that a court of equity, by reason of extrinsic facts, will lay hold of the legacy in the hands of the individual legatee and impress upon it a trust, in order to do justice in the premises.

We will now consider the .appeal in the first action, which deals with the validity of the will upon its face. It seems to be practically conceded in the briefs submitted that the provision of the will giving the legacy of an unincorporated society, or of a society unable to take for any other cause, to its chief executive officer to its uses and purposes, is void.

Such an officer would take in trust, notwithstanding the fact that the testatrix bequeaths the legacy “ absolutely,” as she provides it is held “to be applied to the uses and purposes of such institution or society'.” This trust is within the condemnation of the statute as creating an unlawful suspension of the absolute ownership of personal property not measured by lives (Cottman v. Grace, 112 N. Y. 299), and also involves a bequest to societies unincorporated or otherwise incapable of taking, which cannot be sustained. (O'Hara v. Dudley, 95 N. Y. 403.)

This leaves two principal questions to be considered:

The first arises under the following provision of the will as modified by the second codicil, which was held valid by the Special Term and void by the General Term: “ The rest, residue aud remainder of my estate, not disposed of by my will or by any codicil, I give and bequeath to my executors, to be divided by them among such incorporated religious, benevolent and charitable societies of the city of Hew York, and in such amounts as shall be fixed or appointed by them, *211 with the approval of my friend, the Bev. Dr. William B. Huntington, if living.”

It is urged that the testatrix has sought to create a trust which is void for the reason that she has not designated her beneficiaries, as a class, with certainty.

It has been repeatedly held by this court that the class of beneficiaries should be so designated and determined that if the executors or trustees to whom the fund is given should die before the execution of the trust, the court could distribute the fund equally among the members of the class. (1 R. S. 734, § 100.)

The true test to be applied to this provision of the will is, could the court execute this trust if the executors and the Bev. Dr. Huntington had refused to do so, or were dead ?

The beneficiaries are described to be such incorporated religious, benevolent and charitable societies of the city of Hew York” as shall be appointed by the executors, with the approval of the Bev. Dr. Huntington, if living.

If the Supreme Court were called upon to ascertain-the beneficiaries designated as objects of this trust, and to decree equal distribution of the fund to all of the class named, we are of the opinion it could refuse to proceed on the ground that it would be impracticable to make a complete list of the incorporated religious, benevolent and charitable societies of the city of Hew York.

If the bequest were confined to incorporated religious societies of all denominations it would call upon the court to perform a very difficult task, but add to the list the incorporated charitable and benevolent societies of every kind, unlimited by creed or other restriction, and the class becomes so indefinite and uncertain that the court would find it impossible to execute the trust.

The validity of this provision of the will we are now considering was argued before us with great learning and ability, reviewing the law prior to the Bevised Statutes creating our present system of trust powers governing trusts of personal as well as real property, and urging that in Prichard v. *212 Thompson (95 N. Y. 76) and kindred cases the statute had been so strictly construed as to prevent the courts from ascertaining the intention of testators, and in cases where gifts were to very large classes of charities, resulted in defeating the scheme of the will in that regard on the ground that the bequest was indefinite as to the class sought to be designated.

We were also reminded that the evil had become such a public reproach that the legislature had intervened in a manner that affords only an imperfect remedy. (Laws 1893, ch. 701.)

The obvious answer to this argument is that, while it would be entitled to serious consideration when addressed to a body seeking to frame a statute creating trust powers, so as to carry out to a greater extent than under the present system the intention of testators, it must necessarily be without force in this court, where the invalidity of the provision under review, read in the light of existing statutes, is established by a number of cases which are carefully reasoned both on principle and authority. (Prichard v. Thompson, 95 N. Y. 76; Holland v. Alcock, 108 N. Y. 312; Read v. Williams, 125 N. Y. 560; Fosdick v. Town of Hempstead, 125 N. Y. 581; Tilden v. Green, 130 N. Y. 29; People v. Powers, 147 N. Y. 104.)

It is unnecessary to go over the facts of these cases in detail, or to consider the principles and authorities upon which they rest, as it would be mere repetition.

We agree with the learned General Term that this provision of the will is void for indefiniteness.

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Bluebook (online)
48 N.E. 541, 154 N.Y. 199, 1897 N.Y. LEXIS 558, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fairchild-v-edson-edson-v-bartow-ny-1897.