Holland v. . Alcock

16 N.E. 305, 108 N.Y. 312, 20 Abb. N. Cas. 447, 14 N.Y. St. Rep. 761, 1888 N.Y. LEXIS 587
CourtNew York Court of Appeals
DecidedFebruary 7, 1888
StatusPublished
Cited by105 cases

This text of 16 N.E. 305 (Holland v. . Alcock) 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
Holland v. . Alcock, 16 N.E. 305, 108 N.Y. 312, 20 Abb. N. Cas. 447, 14 N.Y. St. Rep. 761, 1888 N.Y. LEXIS 587 (N.Y. 1888).

Opinion

Bapallo, J.

The third clause of the testator’s will is in the following words: “All the rest, residue and remainder of my ■estate I give and bequeath to my said executors, to be applied by them for the purpose of having prayers offered in a Boman 'Catholic church, to be by them selected, for the repose of my soul and the souls of my family, and also the souls of all others who may be in purgatory.” The validity of this clause is the question now presented for adjudication.

*317 The action is brought by five nieces and a nephew of the testator, who claim to be his next of kin and heirs-at-law, and, as such, entitled to his residuary estate in case the disposition thereof attempted to be made by the third clause of the will is adjudged to be invalid. The estate consists wholly of personal property, and amounted at the time of the testator’s death, in 1882, to about the sum of $28,000. By the second clause of his will the testator devised and bequeathed all his estate, real and personal, to his executors, in trust, for the. uses and purposes set forth in the will, which were to pay certain legacies, amounting in the aggregate to about $16,500, and to apply the residue as directed in the third clause, before recited. That clause must, therefore, be regarded as creating, or attempting to create, a trust of personal property for the purpose specified. The plaintiffs claim that the trust thus, attempted to be created is void; that as to the residuary estate the testator died intestate, and that distribution thereof should be made among the next of kin, etc. The defendant Alcock, one of the executors, demurred to the complaint. At Special Term the demurrer was overruled and the plaintiffs had judgment. On appeal to the General Term that judgment was reversed and judgment was rendered in favor of the defendant Alcock, thus, affirming the validity of the third clause of the will. The plaintiffs now appeal.

Some of the points involved in the case now before us were passed upon in the late case of Gilman v McArdle (99 N. Y. 451). In that case the deceased had, in her lifetime, placed in the hands of the defendant a sum of money on his promise to apply it to certain purposes during the lifetime of the deceased and of her husband, and after the death of both of them to pay their funeral expenses, etc., and to expend what should remain in procuring Roman Catholic masses to be said for the repose of their souls. This court declined to decide whether a valid .trust had been created in respect to the surplus, there being no ascertained or ascertainable beneficiary who could enforce it, and the majority of the court expressly reserved its opinion upon that question, disposing of the case *318 upon the ground that a valid contract inter vivas, to be performed after the death of the promisee, had been established; that there was nothing illegal in the purpose for which the -expenditure was contracted to be made, and that there was no want of definiteness in the duty assumed by the promisor; and we held that as there had been no breach of the contract, but the promisor was ready and willing to perform, he was entitled, as against the legal representatives of the promisee, to retain the consideration.

The point upon which the majority of the court, in the case last cited, reserved its decision is now again presented. There is no contract inter vivas, but the will expressly bequeaths the fund in question to the executors, in trust for the purposes therein specified, one of which is to apply the residuary estate to the purpose of having prayers offered in a Eoman Catholic •church for the repose of the souls of the testator, of his family, .and of all others who may be in purgatory. It is claimed that this disposition contains all the elements of a valid trust -of personal property; that there are definite and competent trustees; that the purpose of the trust is lawful, and that it is sufficiently definite to be capable of being enforced by a ■ court of equity, as the court could decree the payment of the fund to a Eoman Catholic church, or churches, for the purpose directed by the will. But if all this should be conceded there is still one important element lacking. There is no beneficiary in existence, or to come into existence, who is interested in -or can demand the execution of the trust. Ho defined or . ascertainable living person has, or ever can have, any temporal interest in its performance, nor is any incorporate church • designated, so as to entitle it to claim any portion of the fund. 'The absence of a defined beneficiary is, as a general rule, a fatal objection to any attempt to create a valid trust. It is said by Weight, J., in Levy v. Levy (33 N. Y. 107), that “ if there is a single postulate of the common law established by an unbroken line of decision, it is that a trust without a ■certain beneficiary, who can claim its enforcement, is void, whether good or bad, wise or unwise.” It is only in regard *319 to the class of trusts known as “ charitable ” that a different rule has ever prevailed in equity in England and still prevails in some of our sister states. Whether the English doctrine of charitable uses and trusts prevails in this state will be considered hereafter. In all other cases the rule, as stated by Judge Weight, is universally recognized both in law and in equity.

It is claimed that the trust now under review is not void according to the general rules of law for want of a defined beneficiary, because the trust is for the purpose of having prayers offered in a Eoman Catholic church to be selected by the executors. It is contended that this is in effect a gift to such Eoman Catholic church as the executors shall select, inasmuch as the money to be expended for the masses would, according to the usage, be payable to the church or churches where they were to be solemnized, and therefore as soon as the selection is made, the designated church or churches will be the beneficiary or beneficiaries, and entitled to the payment ; that the trust is, therefore, in substance, to pay the fund to such Eoman Catholic church or churches, as the executors may select, and that a duly incorporated church, capable of receiving the bequest, must be deemed to have been intended. Passing the criticisms to which the assumptions contained in this proposition are subject, and considering the trust as if it had been in form to pay over the fund to such Eoman Catholic church as the executors might select, to defray the expense of offering prayers for the dead, the objection of indefiniteness in the beneficiary would not be removed. The case of Power v. Cassidy (19 N. Y. 602) is relied upon by the respondents as supporting their claim. In that case the bequest was of a fund to the executors in trust, to be divided by them among such Eoman Catholic charities, institutions, schools or charities in the city of Hew York, as a majority of the executors should decide, and in such proportions as they might think proper. The opinion of the court by Milleb, J., holds that giving full force and effect to the rule that the object of the trust must be certain and well defined; that the beneficiaries must be either named or capable *320

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Bluebook (online)
16 N.E. 305, 108 N.Y. 312, 20 Abb. N. Cas. 447, 14 N.Y. St. Rep. 761, 1888 N.Y. LEXIS 587, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holland-v-alcock-ny-1888.