In re the Accounting of Judson

206 Misc. 157, 132 N.Y.S.2d 488, 1954 N.Y. Misc. LEXIS 3676
CourtNew York Surrogate's Court
DecidedJuly 2, 1954
StatusPublished
Cited by2 cases

This text of 206 Misc. 157 (In re the Accounting of Judson) 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 the Accounting of Judson, 206 Misc. 157, 132 N.Y.S.2d 488, 1954 N.Y. Misc. LEXIS 3676 (N.Y. Super. Ct. 1954).

Opinion

Williams

Special Surrogate. Eliza Lillian Ablett died a resident of the County of Oneida on September 22,1931, leaving a last will and testament dated September 4, 1931, which was duly admitted to probate by the Surrogate’s Court of Oneida County on December 21, 1931. By the terms of her will she made a number of bequests and the remainder of her estate was left in trust for the benefit of her stepbrother, James Vincent, of London, England. The will provided that after the death of her stepbrother a trust in the amount of $50,000 should be established for the benefit of the Robert Ablett Community House, and a bequest of $5,000 was given to the Stevens-Swan Humane Society of Oneida County. The will then provided for the distribution of the remainder of her estate as follows: “ Seventeenth: Upon the death of James Vincent, and after the deduction of the above bequest, I direct my trustees to divide my residuary estate into five equal parts and to pay one of said parts to the London Hospital of Whitechapel, London, England, to be known as the Robert Ablett Memorial, the income of which is to be used for such purposes as the board of managers or directors may deem advisable; one part I direct my trustees to pay to the Young Women’s Christian Association, Inc. of Utica, N. Y., to be known as the Robert Ablett Memorial, the income of-which is to be used for such purposes as the board of managers or directors may deem advisable; one part thereof I direct my trustees to pay to the trustees or directors of the Door of Hope, Inc., 1020 Mathews Avenue, Utica, N. Y., to be known as the Robert Ablett Memorial, the income of which is to be used for such purposes as the board of managers or directors may deem advisable; one part thereof I direct my trustees to pay to Camp Healthmore, Inc. of Utica, N. Y., to be known as the Robert Ablett Memorial, the income of which is to be used for such purposes as the board of managers or directors may deem advisable; one part thereof [161]*161I direct my trustees to pay to the trustees or directors of the Central Association for the Blind, Inc., 32 Bank Place, Utica, N. Y., to be known as the Robert Ablett Memorial, the income of which is to be used for such purposes as the board of managers or directors may deem advisable.”

James Vincent died on December 20, 1951. This proceeding is an accounting of the trustees of the trust fund held for the benefit of James Vincent, which amounts to approximately $800,000, and this court has been asked for a direction as to the disposition of that portion of the remainder estate directed to be paid to “ the London Hospital of Whitechapel, London, England ’ ’.

The request for direction was made in view of the fact that the Government of Great Britain, by the National Health Service Act of 1946, nationalized the hospitals in England, of which the London Hospital is one. Prior to the enactment of that act there was a hospital located in Whitechapel, London, England, commonly known and referred to as the London Hospital. This hospital still exists and is still commonly known and referred to as the London Hospital. The official corporate name of that hospital prior to the effective date of the National Health Service Act was “ The Governors of London Hospital ”. It was a charitable hospital supported primarily by voluntary contributions. Upon the effective date of the National Health Service Act, to wit: July 5,1948, title to the hospitals in England was taken over by the English Government and governing boards and bodies were appointed for such hospitals. The official corporate name of the body managing and directing the London Hospital at Whitechapel subsequent to that time was “ The Board of Governors of London Hospital ”. There were no marked changes in the actual conduct of the hospital and no marked changes in the personnel in charge thereof on July 5, 1948, except that a new governing body was installed which included among its members a number of the members of the former governing body.

There has been no question raised as to the identity of the particular hospital institution intended by the decedent. She did not refer to it by its technical corporate name and apparently was not familiar with the technical corporation organization of the governing body of that hospital, for she directed that the income should be used as the board of managers or directors may deem advisable ’ ’. The identity of the individual members of the governing body of a perpetual charitable corporation will inevitably change, and obviously the testatrix did not intend [162]*162that the technical title or identity of the governing body of this hospital should determine the validity of this legacy.

The first question which is presented to this court is: Was this gift to the London Hospital one which vested upon the death of Eliza Lillian Ablett or would it vest upon the date of the death of her stepbrother, James Vincent, which occurred subsequent to the effective date of the National Health Service Act?

There have been many decisions pertaining to the subject of vesting. It is well established under the laws of this State that the courts favor the vesting of estates. In Matter of Watson (262 N. Y. 284, 300), Judge Crane stated: The law favors the vesting of estates, and, unless a contrary intention is unequivocally expressed, it will not be imputed.” In Connelly v. O’Brien (166 N. Y. 406, 408), the court said: The construction to be given to the instrument does not depend, however, upon grammatical rules or any close analysis of the language employed, but upon settled principles applicable to all wills. A remainder is not to be considered as contingent in any case where it may fairly be construed to be vested, since the law favors the vesting of estates. The adverbs of time, therefore, such as when, then, after, from and after, etc., in a devise of a remainder limited upon a life estate, are construed to relate merely to the time of the enjoyment of the estate and not to the time of its vesting in interest.”

In Lewis v. Howe (174 N. Y. 340, 346), the court stated as follows: ‘ ‘ It is elementary law that the courts should adopt that construction, whenever possible, which will avoid intestacy and which is most favorable to the vesting of the estate devised, and which will avoid the disinheritance of the remainderman who happens to die before the termination of the life estate. These rules are so familiar and so well settled that it is quite superfluous to cite authorities to support them. ’ ’

Counsel for the distributees of Eliza Lillian Ablett and for the four other remaindermen strongly urge that the legacy did not vest in the London Hospital and base their contention primarily upon the ‘ ‘ divide and pay over ’ ’ rule. This rule has been applied where the remainder is a gift to a class or a group of persons where the precise identity of the individual beneficiary is to be determined by some event subsequent to the death of the testator. There are many cases which hold that if the remainder gift is to a specifically named individual, the divide and pay over rule of construction should not apply. In Matter of Staats (272 App. Div. 139, 141), later affirmed by the Court of [163]*163Appeals (297 N. Y. 648), the Appellate Division, Fourth Department said: “ The Surrogate’s conclusion is based, primarily, on the application of the so-called ‘ divide and pay over ’ rule, announced in New York decisions, of which Dickerson v. Sheehy (156 App. Div. 101, affd. 209 N. Y. 592), Matter of Lamb (182 App.

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

Related

In re the Estate of Kaufman
30 Misc. 2d 860 (New York Surrogate's Court, 1961)
In re Syracuse University
1 Misc. 2d 904 (New York Supreme Court, 1955)

Cite This Page — Counsel Stack

Bluebook (online)
206 Misc. 157, 132 N.Y.S.2d 488, 1954 N.Y. Misc. LEXIS 3676, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-judson-nysurct-1954.