Holmes v. Mead

7 N.Y. 332
CourtNew York Court of Appeals
DecidedApril 1, 1873
StatusPublished

This text of 7 N.Y. 332 (Holmes v. Mead) 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
Holmes v. Mead, 7 N.Y. 332 (N.Y. 1873).

Opinion

Allen, J.

The only parties represented upon this appeal, or so far as appears, in the action, are the executors of the will of Dr. Creighton, who are plaintiffs, and Mr. and Mrs. Mead, of the defendants, the latter being one of the heirs and next of kin to the testator, whose interests are adverse to the questioned trusts; and the former, her husband, being one of the executors, expressing a desire to carry the will into execution, and both, by their joint answer, submitting the questions involved to the adjudication of the court. It is true that the defendants named appeal from the judgment of the court [336]*336below affirming the trusts, and insist, by their counsel here; that the trusts are invalid, and that the property mentioned in the clauses of the will creating the trusts is undisposed of, and goes to the right heirs of the testator.

Mr. Morgan and Mr. Holmes, two of the plaintiffs, are trustees, whose right to take is assailed, as well as executors, but they appear only as executors, and do not assume to represent the trustees or the trust interest; and Mr. Mead, one of the defendants, is also an executor as well as trustee, but he does not represent the trusts, or even assert their validity, and has appealed from the judgment establishing them, hieither in the complaint nor answer are the trusts and the title of the trustees asserted or alleged in any way. Messrs. Merrit and Wright, the two other trustees, are named as defendants in the title of the action. It does not appear that they were served with process, or have appeared in the action, or that they have renounced the trust.

The proceeding, so far as the rights of the trustees and the trust itself are concerned, is ex fa/rte ; that is, the actual litigants, those interested in litigating the claim of the heirs-at-law and next of kin, are not before the court. Whether the widow of the testator was made a party to the action by service of process, or an appearance, so that she will be bound by the judgment, does not appear. It is doubtful whether a judgment upon a record so defective as to parties will conclude any one. But as the case has come, to us by regular process, and has passed through all the tribunals in proper order, without objection, and the interest of the trustees has been ably presented by eminent counsel, acting nominally for the executors, but in fact in support of the trusts, the questions will be considered as if the trustees were formally represented.

The question long controverted and the subject of frequent discussions in the courts of this State, and which has exercised the best minds upon the bench and at the bar, whether the law of charitable uses, as it existed in England at the time of the revolution, and the jurisdiction of the Court of [337]*337Chancery over the subject, became, upon the adoption of the Constitution of 1777, and still continues to be the law of this State, notwithstanding our statute of “ Uses and Trusts ” and our laws against perpetuities, is directly presented by this appeal.

All the learning upon this branch of the law, as well as the reasons which have led learned and astute judges to different conclusions, appear in the reported decisions of the courts of this State, commencing in 1844 with Shotwell v. Mott (2 Sandf. Ch. R., 46), in which Vice-Chancellor Sakdeobd held in favor of the doctrine that the Revised Statutes, relative to uses and trusts, do not apply to charitable uses, and upon the same review of the history of the law in England and of the statute of 43 Eliz., as affecting the jurisdiction of the Court of Chancery over such uses, and for the same reasons which have since led other judges to the same results. The germ of the whole discussion is found in Shotwell v. Mott, and the views of the vice-chancellor were followed and sustained by great research, and an able argument of the late Judge Debió, who may be said to be the leading champion of this doctrine, in Williams v. Williams (4 Seld., 525). All that can be profitably said or suggested in favor of the existence of the law of charitable uses in this State, is well and forcibly said by the two judges named. The doctrine has never been accepted by the profession and the courts as the recognized law, but has been vigorously opposed, and its opponents have never lost an opportunity of resisting its incorporation into th¿ body of the law as settled by the adjudications of the courts.

Three of the eight judges who participated in the decision of Williams v. Williams dissented from the judgment. The intimation of the chancellor, in Potter v. Chapin (6 Paige, 639), is against the validity of a trust of real estate except as authorized by the Revised Statutes, by which, he says, all general trusts are abolished.” ¡No decision of this court since Williams v. Williams has sanctioned the principles of that case, as applied to charitable uses; but, on the contrary, it has been [338]*338in terms disaffirmed and overruled, and the weight as well as the current of authority is now the other way, and to the effect that there can be no trusts of realty, except such as are permitted by the Revised Statutes. (1 R. S., 727, § 45 ; id., 728, § 55.) The cases in this court, as well as in other courts, are well and ably considered by Judge Porter in Bascom v. Albertson (34 N. Y., 584), and the whole question as to the law in this State in respect to charitable uses thoroughly examined. In that opinion, and the cases referred to by the learned judge, it is very satisfactorily demonstrated that the system of charitable uses, as recognized in England, has no existence in this State; that the courts cannot establish or sustain a trust or use which is not within our statute of uses and trusts; in other words, that the statute relative to uses and trusts is general, and contains no saving clause in favor of charities. It would be a work of supererogation to go over the ground again at this time. The opinion of Judge Porter was adopted by seven of the eight judges of the court, and we recognize the case as a correct exposition of the law in this respect, and that they are not saved by implication. It is proper to state that the reporter misapprehended the intimation of the chief judge in Burrill v. Boardman (43 N. Y., 263). It was only intended to say that, in the view of the court, the question of charitable uses, which had been argued at great length by the counsel, was not in that case. It was not intended to intimate that it was an open question.

Should it be conceded that at the adoption of the State Constitution, in 1777, the English system of charitable uses became the law of this State, as a part of the common law of England, and forming in part the law of the colony on the 19th of April, 1775, it was liable to be repealed or altered by the legislature; and the sweeping provisions of the Revised Statutes, abolishing all uses and trusts, except those specially named, are sufficiently general and comprehensive to include all charities, and if these are saved, it must be by some exception expressed in or implied from the terms of the statute itself.' Courts are not at liberty to introduce an excep[339]*339tion into an act which the legislature has not thought proper to declare.

Charities and charitable trusts have been favored by courts; and sometimes, as it was suggested by the lord chancellor in College, of St. Mary, etc., v. Attorney-General

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bascom v. . Albertson
34 N.Y. 584 (New York Court of Appeals, 1866)
Burrill v. . Boardman
43 N.Y. 254 (New York Court of Appeals, 1871)
Owens v. . the Missionary Society of the M.E. Church
14 N.Y. 380 (New York Court of Appeals, 1856)
Potter v. Chapin
6 Paige Ch. 639 (New York Court of Chancery, 1837)

Cite This Page — Counsel Stack

Bluebook (online)
7 N.Y. 332, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holmes-v-mead-ny-1873.