In re St. John's Church of Mt. Morris

237 A.D. 454, 261 N.Y.S. 428, 1933 N.Y. App. Div. LEXIS 10641
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJanuary 4, 1933
StatusPublished
Cited by23 cases

This text of 237 A.D. 454 (In re St. John's Church of Mt. Morris) 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 St. John's Church of Mt. Morris, 237 A.D. 454, 261 N.Y.S. 428, 1933 N.Y. App. Div. LEXIS 10641 (N.Y. Ct. App. 1933).

Opinion

Edgcomb, J.

Charles F. Swan died on the 25th day of May, 1910. He left a last will and testament, which was duly admitted to probate in the Surrogate’s Court of New York county on the 7th day of March, 1911. The pertinent part of that will, so far as this appeal is concerned, reads as follows:

“Fifth. I give and bequeath the use of the rest, residue and remainder of my estate, real and personal, to my wife, Helen M. Swan, during the term of her natural life, and at her death I devise and bequeath said rest, residue and remainder of my estate real and personal, to St. John’s Church of Mount Morris, N. Y, in trust, to be taken, held and controlled by the vestry of said church under and pursuant to the provisions of Chapter 369 of the Laws of 1906, entitled: ‘ An Act to authorize St. John’s Church, Mount Morris, New York, to set apart certain funds as an endowment fund, and to restrict the use and investment thereof.’ z
'This devise in remainder to said Church is made, upon condition y/ of the use and application thereof in manner following, to wit:
It is my wish and desire, in memory of my mother, to provide for the establishment of a home for old women, and in furtherance thereof, and for that purpose, I hereby authorize and empower the vestry of said Church to provide a Home for Protestant, worthy, indigent females in the village of Mount Morris, and to set apart for that purpose the Swan Homestead on the corner of Main and " Hopkins Streets in said village, for their occupancy, and out of i the use, interest and income of the real and personal property ¡ so as aforesaid devised and bequeathed to said church, provide < for the support and maintenance of the inmates of said Home. ’ The said Home to be under the management of said vestry, and [456]*456admission of applicants or proposed inmates to be regulated by such reasonable and proper rules as may be made by said vestry.
The same to be known as the Swan Memorial Home.”

Mrs. Swan, the life beneficiary named in the will, died on the 19th day of October, 1928. In the late summer of 1930 the residue of the estate, constituting this trust fund, was turned over to the treasurer of St. John’s Church. The property thus received consisted of $1,494.32 in cash, securities valued at the sum of $116,555.50, and the real estate situate in the village of Mt. Morris known as the Swan homestead, which was appraised at the sum of $4,000.

Claiming that circumstances have so changed since the execution of the will as to render impracticable and infeasible a literal compliance with the terms of the trust, in so far as it authorized and empowered the trustee to use the Swan homestead for the purpose of the home which the decedent created, the trustee moved at Special Term for an order applying the cy pres doctrine, and permitting the movant to administer said trust free from the restriction requiring the use of said Swan homestead for the purpose of said home, and-directing that the available-income of- the „ trust be expended for the supportmnd-maintenance of Protestant, worthy, indigent females in private or institutional homes, the ^elieEdñ:zaEdr^^mtenaHeB~l)f-süclrwomen to,_be regulated by -reasonable and-proper rules to be adopted by the vestry of the _nhurch,..._ The Attorney-General appeared, but no one else was given notice of the motion. The relief asked for by the trustee was granted. Thereupon the heirs of Mr. Swan obtained an order directing said trustee to show cause why the original order should not be vacated, and the petition of the trustee be dismissed, or why the original order should not be annulled, and the proceeding reopened, and process issued to all parties interested in the proceeding. This motion was denied, and the appeal from that order is now before us.

Before taking up the claims of the respective parties, attention should be called to an action commenced in the Supreme Court of Monroe county in 1913 by Frances L. Swan Kelly, one of the heirs of Charles F. Swan and one of the appellants here, against all of the legatees and devisees under decedent’s will, including St. John’s Church. The plaintiff in that action demanded judgment: (1) That the bequest of the remainder of decedent’s property, as provided in the fifth clause of the will, after the life use of Mrs. Swan, be declared invalid; (2) that in case it was determined that said bequest was not wholly void, that the same be declared invalid in so far as it operated to devise or bequeath more than [457]*457one-half of decedent’s property at the time of his death to the church in trust; (3) that decedent be declared to have died intestate as to the residue of his property; (4) that, in case it was not determined that decedent died intestate as to the residue of his property, it be declared that he died intestate as to one-half of his estate after deducting the specific legacies mentioned in the first four paragraphs of the will and the value of Mrs. Swan’s life estate. The complaint alleged that St. John’s Church was unwilling and unable to accept the trust created by the will, and to undertake and fulfill the obligation thereof. The church denied this allegation, and it was put in issue by the pleadings. The action was finally settled. The parties entered into a stipulation by which the Swan heirs gave up their contention that more than the legal share of the estate had been left to charity, and judgment was entered in conformity with such stipulation. The judgment provided “ that if upon or after the death of Helen M. Swan, St. John’s Church, Mount Morris, N. Y. shall renounce or refuse to accept the residuary devise and bequest to it in trust, contained in said paragraph Fifth ’ of the will of Charles F. Swan, deceased, that said Charles F. Swan shall be adjudged to have died intestate as to said residuary estate as bequeathed and devised to St. John’s Church, Mount Morris, N. Y., in trust.”

Mention should also be made of the proceedings for the judicial settlement of the accounts of the executors and trustees under the will of- Charles F. Swan in the Surrogate’s Court of New York county in October, 1929. In that proceeding St. John’s Church contended that the gift contained in the fifth clause of decedent’s will was absolute, and was burdened with no condition; that the language there used was merely advisory and not mandatory. The surrogate held that, while a valid bequest had been made to the church in the first instance, the testator had placed the qualification upon the gift that it should be used to establish a home for worthy, indigent females. No appeal was taken from this decree.

In the surrogate’s proceeding just mentioned, St. John’s Church filed its election to accept the devise and bequest made to it in the fifth clause of Mr. Swan’s will. The church insists that it always has been and now is willing to carry out the trust set up in decedent’s will in such manner as the court may direct.

The appellants claim that, if the church fails to carry out the terms of the trust in the exact manner prescribed in decedent’s will, the bequest becomes forfeited because the condition upon which it was" made has been broken, and that, under such circumstances, appellants become entitled to the residuary estate of decedent under the provisions of the judgment in the Kelly action; [458]

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237 A.D. 454, 261 N.Y.S. 428, 1933 N.Y. App. Div. LEXIS 10641, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-st-johns-church-of-mt-morris-nyappdiv-1933.