In re the Accounting of Roosevelt

190 Misc. 341, 73 N.Y.S.2d 821, 1947 N.Y. Misc. LEXIS 3141
CourtNew York Surrogate's Court
DecidedJuly 21, 1947
StatusPublished
Cited by10 cases

This text of 190 Misc. 341 (In re the Accounting of Roosevelt) 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 Roosevelt, 190 Misc. 341, 73 N.Y.S.2d 821, 1947 N.Y. Misc. LEXIS 3141 (N.Y. Super. Ct. 1947).

Opinion

Quinterro, S.

The executors of the above estate have petitioned this court for determination whether Franklin D. Roosevelt, during his lifetime, made a valid and effective gift of all his papers and files, including those in his possession at the . time of his death, to the United States Government to be placed, maintained and preserved in the Franklin D. Roosevelt Library at Hyde Park, New York, for purposes of historical study and research for all time. The executors also ask for approval of the sale by the executors, to decedent’s widow, Mrs. Anna Eleanor Roosevelt, [of] certain of the real estate of the decedent situated at Hyde Park, Dutchess County, New York, and at Campobello Island, New Brunswick, Canada, and the sale to the Town of Hyde Park, Dutchess County, New York, of the real estate with the building and improvements thereon, situate in the village and town of said Hyde Park, commonly known- as the “ James Roosevelt Memorial Library

Facts

In the decedent’s lifetime, he acquired voluminous papers and correspondence which he carefully preserved with the view to their ultimate use as historical source material. In the year 1938, the decedent announced and explained in detail what he prescribed as his plan for the “ Final Disposal ” of his papers stating that material of that kind ought not to bel broken up; that it should be kept intact, ought not to be sold at auction, nor scattered among descendants; that the repository for the decedent’s papers should be at Hyde Park, and “ that the [343]*343ownership and title of all the papers, books, et cetera, should be in the Federal Government itself ”. The decedent publicly expressed his plan for the final disposal of his papers. Thereafter Mr. Roosevelt, officials of the United States Government, associates and friends entered upon and followed a consistent course of conduct right down to the time of Mr. Roosevelt’s death, designed to carry out and effectuate the plan for the final disposal of his papers. As the first step in furtherance of the plan, the “ Franklin D. Roosevelt Library, Inc.” was formed. Among the purposes for which the corporation was formed, is the following: “1. To erect, construct and equip a building or buildings at Hyde Park, Dutchess County, in the State of New York, or elsewhere either for the corporation or for the United States of America, for the purpose of placing therein and housing, preserving and keeping intact such correspondence, papers, manuscripts, source material, logbooks, pamphlets, books, paintings, drawings, prints, works of art, relics and other material, collections or memorabilia (all of the foregoing being hereinafter separately and collectively called ‘ historical material ’) as Franklin D. Roosevelt, President of the United States of America, may give, bequeath or otherwise transfer to the corporation, or to the United States of America, and such other acceptable historical material as any other person or any firm or corporation may give, bequeath, loan or otherwise transfer to the corporation.”

The trustees of the Franklin D. Roosevelt Library, Inc., announced the formation of a special committee, to seek private gifts to meet the cost of building the proposed library at Hyde Park. As part of the fund-raising campaign, the Library Corporation compiled and published a circular entitled “ From the Record ”. This circular contained quotations from representative historians and newspapers regarding the merits of Mr. Roosevelt’s plan for the final disposal of his papers. The official stamp of approval was placed on the project when Mr. Roosevelt, as President, approved the joint resolution of Congress to provide for the establishment and maintenance of the Franklin D. Roosevelt Library. The report of the Committee on the Library of the House of Representatives of July 12,1939, further clarifies the general understanding of the President’s plan for the disposal of his papers. This report described the gift insofar as the papers are concerned as follows: “ Public And Personal PAPERS.— These include practically all of Mr. Roosevelt’s incoming, and copies of practically all of his outgoing, correspondence as well as other material covering [344]*344the years of his services as New York Senator, 1910-13; as Assistant Secretary of the Navy, 1913-20; as Governor of New York, 1929-33; and as President of the United States. They include also a large volume of political material, especially material relating to the Presidential campaigns of 1920, 1924, 1928,1932 and 1936, and a smaller accumulation of other material of .a miscellaneous character. ”-

The library was formally dedicated and opened to the public bn June 30, 1941, and Mr. Roosevelt had already delivered to it a sufficient quantity of his papers, historical collections, books, and museum objects to warrant the opening of the building to the public.

As soon as the library building was turned over to the Government, the President started sending material to it, and continued to turn over to the Government, certain material and papers, as described in the Annual Reports of the Archivist • of the United States as to the Franklin D. Roosevelt Library for the year 1940, and ending June 30, 1945» At the time Mr. Roosevelt died, on April 12, 1945, he still had in his possession at the White House miscellaneous manuscript material consisting of the White House Central Files, the Map Room Papers and miscellaneous correspondence and documents in his office files. Immediately after decedent’s death, all the papers of the decedent were eventually removed to the Franklin D. Roosevelt Library, Hyde Park, New York, except the decedent’s papers relating to the prosecution of the war, commonly known as the “ Map Room Papers ”. These papers are still in Washington, D. C., under the custody of the President of the United States.

Decision

It is well settled in New York that the essential elements of a valid gift inter vivas are: (1) a clear and unmistakable intention on the part of the donor to make a gift; (2) delivery of the thing given to the donee pursuant to that intention; and (3) acceptance of the gift by the donee.

There is abundant evidence that the three essential elements of a valid gift inter vivas were met with in respect to those papers transferred to the library by Mr. Roosevelt during his lifetime and entered on the records of the library as gifts. The intention on the part of Mr. Roosevelt to make the gift is clear 'from his writings, oral statements and conduct. There was actual delivery to the library of all of the items included within this category and there was acceptance thereof by the library which exercised dominion and control over the material and [345]*345indicated the acceptance thereof as gifts on the permanent records of the library.

With respect to those papers which had not been actually delivered to the library prior to Mr. Roosevelt’s death, the evidence supports a finding that there was constructive delivery. The delivery necessary for a valid gift may be either actual or constructive. Where there is actual delivery, mere words alone are sufficient to complete the gift. Where there is no actual manual delivery, the gift may be completed by instrument in writing. Although the general rule is that delivery made by written instrument must be in the form of á deed, sealed instrument or formal instrument purporting to pass title, it has been held in New York, that informal instruments, such as memoranda or letters, are sufficient to pass title without delivery, t

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190 Misc. 341, 73 N.Y.S.2d 821, 1947 N.Y. Misc. LEXIS 3141, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-roosevelt-nysurct-1947.