In re Kempf

252 A.D. 28, 297 N.Y.S. 307, 1937 N.Y. App. Div. LEXIS 5573
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJune 30, 1937
StatusPublished
Cited by14 cases

This text of 252 A.D. 28 (In re Kempf) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Kempf, 252 A.D. 28, 297 N.Y.S. 307, 1937 N.Y. App. Div. LEXIS 5573 (N.Y. Ct. App. 1937).

Opinion

Lewis, J.

This proceeding to compel the payment of a legacy involves a bequest burdened with the condition that the beneficiary “ shall be brought up and educated in the faith of and according to the Roman Catholic Religion.”

We are to consider cross-appeals. The beneficiary, as petitioner, appeals on the facts from that portion of a surrogate’s decree which determines that, according to the weight of evidence, the condition which the testator annexed to the bequest has not been fulfilled. The executor and a single legatee appeal upon the law from that portion of the decree which rules that the condition is void and unenforcible and accordingly that petitioner is entitled to the legacy unconditionally.

The petitioner, Charles W. Kempf, is the son of Charles S. Kempf, who died June 17, 1917, survived by his widow and two children Mary Rose Kempf, who was then thirteen years of age, and the petitioner, who was then aged five. Four years later, on September 18, 1921, the petitioner’s paternal grandfather, Joseph C. Kempf, died leaving a will which contained the following provisions with which we are now concerned:

“ Third. I give, devise and bequeath unto my beloved grand children Mary R. Kempf and Charles W. Kempf, the children of my beloved son Charles S. Kempf, now deceased, the sum of Five thousand ($5,000.00) dollars each to be paid to them when they arrive at 21 years of age respectively, but this legacy is made upon condition that said children shall be brought up and educated in the faith of and according to the Roman Catholic Religion, otherwise this paragraph of this my last will and testament shall cease and be void and of no effect. * * *

[30]*30“ And the moneys so given to my beloved grand children, the children of my deceased son, Charles S. Kempf, to hold and invest the same and to collect the interest, income and profits thereof, and to use the same at their discretion for their support, maintenance and education, if necessary. Upon condition however that the conditions hereinbefore provided with reference to their religious training shall be faithfully observed and performed.”

No question is raised as to the bequest to petitioner’s sister, Mary Rose Kempf. She was apparently a devoted adherent to the Roman Catholic church and having thus met the condition prescribed by the testator, her legacy was paid in full when she became twenty-one years of age. When the petitioner attained that age, however, his demand upon the estate of his grandfather for payment of his legacy was refused. Then followed this proceeding involving, among other inquiries, the issue of fact whether the condition annexed to the bequest had been fulfilled.

Upon that issue it appears that prior to her marriage the petitioner’s mother was a Protestant. She later joined her husband as a communicant in the Roman Catholic church and adhered to that faith until several years after his death. Meantime the petitioner had been given infant baptism in the Catholic church and, when his age permitted, his mother arranged for his attendance at a Catholic Sunday school. At the age of seven he became a member of a group to receive instruction in preparation for first confession and first communion. He was unable to be present at those rites, however, because at the time he was ill and in quarantine. Thereafter for two years he attended a Catholic Sunday school and was in regular attendance at mass. However, it is to be noted that he did not make his first confession nor did he receive first communion. The next three years, during a temporary absence of his mother, the petitioner made his home with his maternal grandmother whom he regularly accompanied to a Christian Science church where he attended its Sunday school. Then came a succession of years when he was away from home at preparatory school and college during which time he attended mass at various Roman Catholic churches with reasonable regularity. But during all these years and in fact until the trial of this proceeding, the petitioner concedes that he never made confession nor received communion in a Roman Catholic church.

We regard this concession as of controlling importance upon the question of fact at issue in this proceeding. It becomes so by reason of the undisputed testimony given by a Roman Catholic priest that the church requires, as a prerequisite to becoming a communicant, that one shall receive first communion, otherwise [31]*31known as the sacrament of the holy eucharist and, in preparation therefor, shall make first confession •— known as the sacrament of penance. It is also required, according to the commandments of the church, that after first communion a communicant shall make confession and shall receive the holy eucharist at least once each year during the season of Easter. Having consistently failed to conform with these fundamental and essential requirements of the church which are deeply rooted in its traditions and teachings, it cannot be said, within the intent of the condition annexed to his legacy, that the petitioner has been “ brought up and educated in the faith of and according to the Roman Catholic Religion.”

It is suggested in support of the petitioner’s appeal that, even though he may have been lax in the performance of certain prescribed observances of the church, the fault was upon his godparents and others who were responsible for his religious training. That argument loses force when considered in the light of his admission that at an early age he was taught and has since known that the church required of him that he make his first confession and thereafter that he receive first communion. Likewise, he admits knowledge of the commandments of the church requiring of its communicants that they make confession and receive communion at least once a year during the Easter season. Having known since his instruction at the age of seven that attendance upon these observances and sacraments was required by the laws of the church, we believe his knowledge of such requirements, unaided by the admonition of others, was sufficient to impress upon him the duty of obedience to their demands — provided, of course, he desired adherence to the Roman Catholic church.

Passing from questions of fact we do not agree with that part of the decree which determines as a matter of law that the condition itself is void and unenforcible.

We find in the condition an expression of the testator’s desire that his two grandchildren named as beneficiaries should be adherents to the Roman Catholic church. His testamentary intent, as we interpret it, was to condition their legacies upon their being such adherents. The testator’s intent in that regard finds expression in his language, “ upon condition that said children shall be brought up * * * in the faith of and according to the Roman Catholic Religion.” To be brought up in ” and according to ” a religious faith can mean nothing less than conformance with its precepts.

Having thus reached the conclusion that the petitioner has failed to fulfill the condition annexed to his bequest, we shall com _ [32]*32sider the question of the validity of the condition as a matter of law. In doing so we apply the rule that Where, upon inspection of the will and upon a consideration of relevant facts and circumstances, an intent is apparent, all rules to the contrary must yield; provided that intent does not offend against public policy, or some positive rule of law.” (Italics interpolated.) (Robinson v. Martin, 200 N. Y. 159, 164.)

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

Related

In re Estate of Feinberg
Appellate Court of Illinois, 2008
People v. Wood
107 A.D.2d 830 (Appellate Division of the Supreme Court of New York, 1985)
In Re Estate of Laning
339 A.2d 520 (Supreme Court of Pennsylvania, 1975)
Kalina v. General Hospital of the City of Syracuse
31 Misc. 2d 18 (New York Supreme Court, 1961)
US Bank of Portland v. Snodgrass
275 P.2d 860 (Oregon Supreme Court, 1954)
In re the Construction of the Will of Rosenthal
204 Misc. 432 (New York Surrogate's Court, 1953)
In re the Construction of the Will of Maijgren
194 Misc. 389 (New York Surrogate's Court, 1949)
In re the Accounting of Greacen
186 Misc. 601 (New York Surrogate's Court, 1945)
Delaware Trust Co. v. FitzMaurice
31 A.2d 383 (Court of Chancery of Delaware, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
252 A.D. 28, 297 N.Y.S. 307, 1937 N.Y. App. Div. LEXIS 5573, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-kempf-nyappdiv-1937.