In re the Construction of the Will of Everson

268 A.D. 425, 52 N.Y.S.2d 395, 1944 N.Y. App. Div. LEXIS 3189
CourtAppellate Division of the Supreme Court of the State of New York
DecidedNovember 15, 1944
StatusPublished
Cited by13 cases

This text of 268 A.D. 425 (In re the Construction of the Will of Everson) 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 the Construction of the Will of Everson, 268 A.D. 425, 52 N.Y.S.2d 395, 1944 N.Y. App. Div. LEXIS 3189 (N.Y. Ct. App. 1944).

Opinion

Larkin, J.

The testatrix, Helen S. Everson, having no relatives nearer than first cousins, the three appellants, died in the city of Syracuse in March, 1941, at the age of 82. She had [427]*427always lived in Syracuse. She never married. After the death of her parents she and her brother, who was a bachelor, lived in the family homestead in Syracuse. After his death, in October, 1925, she lived alone until her death. The three cousins were nonresidents of Syracuse, Olive Brown Bailey living in Florida, Jessie Brown Bennett in Chautauqua County, N. Y., and John J. Everson in Akron, Ohio. These three, in the event that Miss Everson died intestate as to the whole or any part of her estate, would be the distributees of such intestacy. Her will was executed April 12,1927. It was republished by a codicil dated March 5, 1929, which merely changed the fiduciary.

The record establishes quite effectually that both Miss Everson ¿nd her brother, Charles B. Everson, were much interested in art, with even more interest on her part than manifested by her brother. She was particularly interested in the Syracuse Museum of Fine Arts ”, an eleemosynary institution located in that city and maintaining a public art gallery. She frequently visited the Museum and through its director, one of her very close friends who is a legatee named in her will, she kept well informed as to its activities. Her will, a perfectly ordered one, after directing the payment of her debts and funeral expenses, from the second to the twelfth clause, makes bequests to relatives, friends, household servants and employees. In the sixth clause, to her cousins, Jessie Brown Bennett and Olive Brown Bailey, she gave each the sum of $5,000, and in the fifth clause she gave to the petitioner herein, John J. Everson, the sum of $1,000. The record indicates that she did not maintain any close relationship with them. In these eleven paragraphs the total amount of her gifts was approximately $23,000. In paragraphs thirteen to sixteen the will gave to various specific charities in the city of Syracuse $10,500 more. The testatrix having then disposed of approximately $34,000 of her property in private benefactions, in the seventeenth clause, made disposition of the residue of $1,000,000, approximately, in the following language: Seventeenth.— All the rest of my property, both real and personal, I give, devise and bequeath to my executors hereinafter named, in trust, for the purpose of founding, erecting and maintaining a Museum of Art to be known as 6 Everson Museum of Art ’ to be located in the City of Syracuse, New York. Said trustees may in their discretion at any time organize a corporation for the perpetual management and control of said 1 Museum of Art ’ and transfer [428]*428to it all the property in their hands as such trustees and then be discharged. Said trustees may also in their discretion, transfer and turn over the property and trust funds coming into their hands as such trustees to any corporation or association organized for a like purpose, on such conditions as said trustees deem proper, provided said trustees are assured that the purpose for which such corporation or association is organized is substantially the same as herein intended. My executors shall not be required to give any bonds as trustees under this clause of my will. I give and grant to said trustees and their successors, full power to sell and convey any and all of my property, both real and personal passing under this clause of my will.”

After the will was admitted to probate, without contest, the cousin, John J. Everson, began this proceeding for the construction and determination of the validity and effect of this seventeenth paragraph, claiming that the attempted trust therein created was void because it contravened section 12 of the Personal Property Law and section 113 of the Real Property Law. The other two cousins have joined in asking the same construction. In the course of the proceeding oral testimony was taken. However when that is analyzed it, in substance, insofar as it might be favorable to the contestants, may be deemed to establish that in her lifetime Miss Everson had on ,a number of occasions stated that the Syracuse Museum of Fine Arts was not her conception of a museum of art, because there it was the practice to teach very young children, and that, despite the fact that testatrix thought this was in all respects proper, it had no place in an art museum. The interest of Miss Everson and her brother in art, and the fact that both were interested in the Syracuse Museum of Fine Arts were clearly established by this testimony.

The grounds urged for a decision that the seventeenth paragraph of the will is void, are:

First. That it is not a true charitable trust, because not clearly intended for the benefit of the public.

Second. That even if it were intended as a trust for the benefit of the public, still it was not within the provisions of either the Personal Property Law or Real Property Law in reference to charitable trusts, because it is not educational in character.

The Surrogate made a decree and order which determined that the clause in question creates a valid trust for educational, charitable and benevolent uses within the meaning of section [429]*42912 of the Personal Property Law and section 113 of the Real Property Law, and that the paragraph is valid in all of its provisions. Prom that decree and order petitioner and the other two cousins appealed to this court. On the application of the Attorney-General this court made him a party to the appeal because, by subdivision 3 of section 12 of the Personal Property Law, and by subdivision 3 of section 113 of the Real Property Law, in the case of charitable trusts, it is the duty of the Attorney-General to represent the unknown beneficiaries. He has filed a brief on this appeal asking that the decree and order of the Surrogate be affirmed.

The first question to be determined is whether this will evidences a testamentary purpose to create a valid charitable trust for the public benefit, and not a private or personal trust for pecuniary gain or for limited private benefit. On this particular question petitioners insist that there is nothing to prevent the trustees from making use of the trust fund for profit. It is also urged that there is nothing to indicate but that the testatrix intended merely to erect a building marked Everson Museum of Art ”, with no provision for making it a repository of works of art, and that such a building could be kept closed to the public and remain simply a monument to perpetuate the Everson name.

To argue that the seventeenth clause of this will, even considering the language alone, can be interpreted as merely requiring the executor to erect a building with no requirement to place therein works of art, and with no obligation to make the use free to the public, and that its purpose is not charitable at all, but simply to perpetuate the Everson name, loses sight, insofar as it contemplates a mere building unequipped with works of art, of the meaning of the words “ Art Museum.” "While it is true that, in a restricted sense, a building to house works of art might be considered an " Art Museum ’ ’, still the common interpretation of the term is a building which contains works of art. Again, contestants give no force to the language “ for the purpose of founding, erecting and maintaining a Museum of Art * * * in the City of Syracuse,” etc.

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Bluebook (online)
268 A.D. 425, 52 N.Y.S.2d 395, 1944 N.Y. App. Div. LEXIS 3189, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-construction-of-the-will-of-everson-nyappdiv-1944.