In re Proving the Last Will & Testament of Cunningham

9 Mills Surr. 158, 76 Misc. 120, 136 N.Y.S. 922
CourtNew York Surrogate's Court
DecidedMarch 15, 1912
StatusPublished
Cited by8 cases

This text of 9 Mills Surr. 158 (In re Proving the Last Will & Testament of Cunningham) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Proving the Last Will & Testament of Cunningham, 9 Mills Surr. 158, 76 Misc. 120, 136 N.Y.S. 922 (N.Y. Super. Ct. 1912).

Opinion

Fowler, S.

The will in this matter being duly proved and entitled to probate, the surrogate is required to sit as a court of construction, the validity and construction of a disposition contained in the will being at issue. Code Civ. Pro., § 2624; Matter of Davis, 45 Misc. Rep. 554; 105 App. Div. 221; 182 N. Y. 475.

The sole contested issue presents the validity of the will of the late Daniel Cunningham, or of the second clause thereof, dated 25 January, 1907, as follows:

“Second. I give and bequeath to my said executors and trustees, hereinafter named, the sum of fifty thousand dollars to be by them applied in their best judgment and discretion to such charitable and benevolent associations and institutions of learning for the general uses and purposes of such associations and institutions as my said executors may select, and in such sums respectively as they may deem proper.”

The eleventh clause of the will nominated the Rev. Louis J. Sloane and Daniel F. Mahoney to he “ the executors and trustees of this my last will and testament.”

The testator died on October 8, 1911, and his will takes effect as of that date. It is apparent that there are nominated trustees and some expression of a trust purpose in the will of Mr. Cunningham.

If the second bequest in Mr. Cunningham’s will is to be supported at all, it will be as a charitable use of trust. The supreme test of a charitable use is that it is public and for indefinite beneficiaries, personae incertae. If for definite persons, it is not a charitable use. It is singular that at this late day in so old and so prosperous a commonwealth as this, the [160]*160law of charities should be in any respect unsettled. The reason is not far to seek. Prior to independence the law of England relating to charities was a part of the law of New York and it was continued as a part of the fundamental law of the state of New York by constitutional reservation. State Const, of 1777, § 35; Consts. 1821, 1846; Williams v. Williams, 8 N. Y. 525, 541. The decision in Williams v. Williams, after some disfavor and even dishonor, contains now the prevailing doctrine. Allen v. Stevens, 161 N. Y. 141. In 1777, even in England, the jurisdiction of the chancellor over charitable uses and the right of the attorney-general to enforce indefinite uses or trusts were attributed to the Statute of Charitable Uses, or else they were occasionally deemed dependent on it. 43 Eliz., chap. 4; Atty. Gen. v. Boyer, 3 Ves. 726. That the Statute of Elizabeth was extended to, or in force in, New York in the colonial epoch, there is abundant evidence. If so, it became in substance part of the fundamental law of the state, adopted by the first state Constitution. But when the English statutes extending here were either revised and re-enacted or else abrogated in the year 1788, the Statute of Charitable Uses was not re-enacted, and it was consequently abrogated. Laws, of 1788, chap. 46. If the chancellor’s jurisdiction and the right of the attorney-general to enforce charitable uses for indefinite persons depended wholly on the Statute of Elizabeth, as some contended (Baptist Asso. v. Hart’s Exrs., 4 Wheat. 1; Atty.-Gen. v. Bowyer, 3 Ves. 726) after the year 1788, the law of charities in New York was in a very bad state. The discussions on this particular point occupied some years, it being finally held that the chancellor had a jurisdiction over charities independently of the Elizabethan Statute of Charitable Uses. Coggeshall v. Pelton, 7 Johns. Ch. 292; Potter v. Chapin, 6 Paige, 649; McCartee v. Orphan Asylum So., 9 Cow. 437; Kniskern v. Lutheran Churches, 1 Sandf. Ch. 439, 562; Vidal v. Girard’s [161]*161Exrs., 2 How. (U. S.) 127, 196; Yates v. Yates, 9 Barb. 336; Williams v. Williams, 8 N. Y. 525; Incorporated So. v. Richards, 1 Dr. & W. 258; 1 Con. & L. 58; 4 Ir. Eq. 177; San. & Sc. 559. This was the only rational conclusion, as both charities and the laws of England certainly existed prior to the time of Elizabeth. Everything in England did not begin with the legal renaissance in the time of Henry VIII. In fact, little then began.

But when this point was reached there was unfortunately much uncertainty still left concerning the extent of the independent and ancient jurisdiction of the Court of Chancery, and concerning the common law power of the attorney-general to invoke the jurisdiction of Chancery in favor of an indefinite charitable use. Wheeler v. Smith, 9 How. Pr. 55; Fontain v. Ravenel, 17 id. 369; Bascom v. Albertson, 34 N. Y. 584, 592. After the New York Revised Statutes of 1830 abolishing all uses and trusts except four, known as “ express trusts ” (1 R. S. 728, § 55), there began in this state a series of litigations over charities which lasted for more than forty years. It would have been quite competent to hold that public and charitable trusts were not affected by the Revised Statutes. But the courts did not so hold. It is not an instructive picture which such contentions to the contrary present to the reader; indeed, these litigations furnish one of the most melancholy, if brilliant, pages in the judicial history of this state, and their total net result was the loss to the poor people of this state of many most important charitable foundations which would have been in the future of inestimable and permanent value to them. In the course of these litigations, the opinion on the original questions concerning the extent of the chancellor’s jurisdiction over charities and the inherent common law powers of the attorney-general to enforce them fluctuated and were finally lost sight of in the face of a major contention, viz.: Did the Revised [162]*162Statutes of 1830 abolish all charitable uses and trusts? Such an effect of the Revised Statutes was finally settled in the affirmative, although meanwhile the doubts on the great historical questions had subsided, and the sufficiency of Chancery jurisdiction and the common law powers of the attorney-general, independently of the statute 43 Elizabeth ( Ch. 4), had been confirmed. Ould v. Washington Hospital, 95 U. S. 303, 309; People v. Ingersoll, 58 N. Y. 1, 14, 15; Holland v. Alcock, 108 id. 328; Allen v. Stevens, 161 id. 138; Incorporated So. v. Richards, 1 Dr. & W. 248; 1 Con. & L. 58; 4 Ir. Eq. Rep. 177.

When it was at last finally held that- the Revised Statutes tolerated no express trusts or power in trust, unless they complied with the article of the Revised Statutes regulating uses and trusts, it followed that no charitable trust was valid in this state unless there was, (1) a definite and certain beneficiary; (2) a use and trust sufficiently worked out by the settlor to be capable of enforcement; (3) a limitation in trust, valid under the rules governing perpetuities. This, for the time being, put an end in this state to charitable uses. The authorities on these points are so familiar as to need no citation. The result was that in New York all schemes for permanent charitable relief for the benefit of the poor or other indefinite objects had thenceforth to take the form of gifts, grants, bequests or devises to charitable corporations, authorized to take and hold on such trusts, or else of gifts to individual trustees to convey to such corporations to be formed within a time permitted by the rule against perpetuities. Before these rules were fully established much litigation and confusion existed in this state on the subject of charitable donations, bequests and devises, with increasing loss to the cause of charity.

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Bluebook (online)
9 Mills Surr. 158, 76 Misc. 120, 136 N.Y.S. 922, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-cunningham-nysurct-1912.