In re the Construction of the Will of Lawless

194 Misc. 844
CourtNew York Surrogate's Court
DecidedFebruary 25, 1949
StatusPublished
Cited by21 cases

This text of 194 Misc. 844 (In re the Construction of the Will of Lawless) 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 Construction of the Will of Lawless, 194 Misc. 844 (N.Y. Super. Ct. 1949).

Opinion

McGarey, S.

The decree of probate reserved for later consideration the construction of paragraph “ Eleventh ” of the will of testator, dated December 4, 1941. The executor, who is also the trustee, seeks to have determined the validity, force and effect of the provisions in paragraphs “ Fifth ” and “ Eleventh ” and the second subdivision of paragraph “ Seventh” of the will. Questions have also been raised, by way of answer, in regard to the first subdivision of paragraph “ Seventh ” and all of paragraph “ Tenth ” thereof, which must also be construed.

The bequest in paragraph “ Fifth ” for the celebration of masses is of a charitable nature and constitutes a gift in trust for a charitable use (Matter of Morris, 227 N. Y. 141; Matter of Idem, 256 App. Div. 124, 126, affd. 280 N. Y. 756; Matter of Breckwoldt, 176 Misc. 549, 551-552; Matter of Steiner, 172 Misc. 950, 951; Matter of Fleishfarb, 151 Misc. 399, 401, and cases cited). That the intended recipient of the gift in trust and his successor are directed to use the income thereof until maturity of the bonds does not destroy or lessen the gift as one of income and principal, the intent being, in the language of the provision that “ the principal be used ‘ as far as it will go ’ for the same purpose until the principal fund is exhausted.” The written offer by the pastor ■ substantially complies with the terms of the will and constitutes a valid acceptance of the bequest. Accordingly, the decree to be entered herein may provide for the delivery over of the property in question.

The two separate gifts in paragraph “ Seventh ” for testator’s named nephew individually and “in trust for his children ” are held to be general, and not specific, bequests. In regard to the gift “ in trust,” the language imposes no active duties upon [847]*847the named person and creates no trust. The legal title passes directly to the “ children ” of the named person, and the latter takes nothing (Real Property Law, § 93; Sinnott v. McLaughlin, 198 App. Div. 630, 633; Matter of De Rycke, 99 App. Div. 596, 597; Matter of Kennedy, 151 Misc. 193, 194; Matter of Terwilligar, 142 Misc. 249, 253; Matter of Engel, 140 Misc. 276, 282-283). The provision is held to constitute a gift to the two children of said person, equally as tenants in common, both of whom were living at the time of the execution of the will and at the death of the testator, and are still living, and the decree may so provide.

Paragraphs “ Tenth ” and “ Eleventh,” present questions concerning which there is much dispute.

By paragraph “ Eleventh,” testator gives his residuary estate, including his former Milton Street residence, to his trustee in trust for the purpose of founding an institution to be known as “ St. Mary’s Brooklyn Free Home for Cancer Patients,” with instructions for the establishment and maintenance of the home by the trustee. He then authorizes his trustee to arrange with the Sisters of the Convent of Saint Dominic at Blauvelt, New York, for the conduct and operation of the home by its members, and at my Trustee’s discretion at the proper time to transfer and convey to the said Sisters # * the said land and premises, together with the fittings and appropriate furnishings, to have and to hold the same to the said corporation, its successors and assigns forever.” He also authorized his trustee to expend about $2,000 to adapt his former residence “ for the care for convalescents.”

In requesting a construction of paragraph “ Eleventh,” the petitioner alleges that a literal compliance with the provisions thereof is not possible due to inadequacy of the funds available for such purpose. In regard to the Milton Street property, a two-story and basement frame building, unoccupied for many years, and in a state of extreme disrepair, he points out that an expenditure of several times the sum authorized by the will would be required to adapt it for the care of convalescents.

It is stated, and not disputed, that if all of the nonresiduary dispositions, including the $20,000 in trust created by testator in paragraph Tenth ” for. his nephew, are sustained, the residuary estate will not exceed $60,000, inclusive of the proceeds of sale of the Milton Street property. That such an amount is wholly inadequate for either of the purposes mentioned in said paragraph was adequately supported by testimony.

[848]*848The situation herein presented is therefore not one where a nominated fiduciary has refused to qualify or, having qualified, seeks to resign his office, or of a fiduciary who refuses to accept the gift or specifically renounces the same. Bather, it is one where the fiduciary states that he cannot comply literally with the terms of the will and submits to the court a determination of his rights in respect to a gift to him in trust which he cannot apply in the precise manner prescribed by testator. He urgés that the provisions in question reveal testator’s intention to dedicate his residuary estate to a general charitable use; that a valid charitable trust of the residue was created thereunder and, since a literal compliance with its provisions is impracticable because of inadequacy of the fund available therefor, the cy pres doctrine should be applied by the court.

In the exercise of such powers, the petitioner suggests the adoption of any one of three plans depending upon what the court determines was the dominant wish of the testator, viz., (a) that if it was testator’s wish to aid patients suffering from cancer, through the ministrations and nursing care provided or directed by the Sisters of Saint Dominic of Blauvelt, New York (described in the will as the Sisters of the Convent of St. Dominic at Blauvelt, Bockland County, New York State, and hereinafter referred to as the Sisters), to turn over the residue to the Sisters to be used by them for the nursing, care and treatment of persons suffering from cancer, or (b) to turn it over to House of Calvary, which is operated but not owned by the Sisters, where its members are providing nursing care for cancer patients, or (c) if it was testator’s dominant wish to provide some place in Brooklyn where persons suffering from cancer should be cared for, to turn over the residue 'to some institution or organization under the jurisdiction and control of the Boman Catholic Diocese of Brooklyn to be used for that purpose. These suggestions render advisable present reference to certain established facts.

Testator, a lifelong resident of Brooklyn, died in October, 1946. That he was a person of deep religious convictions is very evident from his testamentary dispositions. That the paragraph in question discloses a charitable intention to give succor to persons afflicted with the dreadful malady of cancer is free from doubt.

The Sisters ” is a domestic corporation organized under the Membership Corporations Law of this State. It is a Catholic religious order and its activities are charitable and not carried [849]*849on for profit. Among a number of institutions which it owns and/or operates, it has operated for the past thirty-five years and still operates (but does not own or manage the business affairs of) a hospital known as the House of Calvary in The Bronx, New York, for incurable cancer patients. Some of the members of the Sisters are regularly assigned to and perform services at the hospital, and one of its members has been superintendent therein for the past twenty-one years. 0

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Bluebook (online)
194 Misc. 844, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-construction-of-the-will-of-lawless-nysurct-1949.