In re the Construction of the Will of Potter

121 N.E.2d 522, 307 N.Y. 504, 1954 N.Y. LEXIS 980
CourtNew York Court of Appeals
DecidedJuly 14, 1954
StatusPublished
Cited by29 cases

This text of 121 N.E.2d 522 (In re the Construction of the Will of Potter) is published on Counsel Stack Legal Research, covering New York Court of Appeals 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 Potter, 121 N.E.2d 522, 307 N.Y. 504, 1954 N.Y. LEXIS 980 (N.Y. 1954).

Opinion

Conway, J.

The facts here are not in dispute. On November 21,1841, one Nathaniel Potter died, leaving a will which had been executed on November 9,1841. During his lifetime the decedent had been one of the founders of a private educational institution situated in the town of Huntington, N. Y., and known as the Huntington Academy. That academy had been organized in about 1793, and it continued to function until 1858, when the Union School District purchased it and the land on which it stood, and the building was then torn down. The Union School District then purchased one and one-half acres of the land adjoining the academy and erected a new school building on that enlarged parcel of land.

In his will, after providing for a niece and a nephew, the testator made a gift in trust for the support of a minister and then made the following provision, which we shall incorporate herein in full in order that no meaning may be lost in a paraphrase of it.

“ With a desire to raise the standard of intellectual and moral improvement among the poor, I constitute and appoint Zophar B. Oakley, John Wood and Charles Stinges of thé Village of Huntington and their successors to be appointed in the manner hereinafter authorized, a board of trustees of a fund which I hereby constitute for the exclusive education of the children of the poor and in order to maintain the number of the said trustees in perpetuity, I hereby authorize the [509]*509surviving or remaining trustees to fill up any vacancy as often as it shall occur by death resignation or removal from the village of any of the said trustees by the choice of another to be entered on the minutes of their proceedings.

I give and bequeath to the above named trustees' and their successors appointed as aforesaid the sum of six thousand dollars in trust for a perpetual fund for the education of the children of the poor who shall be educated in the academy in the village of Huntington or in case of the destruction of the academy by fire or otherwise then in the school house next west of the academy untill [sic] it shall be rebuilt — no part of this fund ever to be appropriated to the erection or repair of buildings.

“It is my will that this fund shall be managed in manner following to wit the principal to be loaned on bond secured by mortgage on lands of twice the value of the sum loaned and one half of the interest annually accruing to be added to the principal until the whole fund amounts to the sum of ten thousand dollars — the other half of the interest to be appropriated and expended in the education of the children of the poor — and when the said fund by the addition of the interest as aforesaid shall amount to the said sum of ten thousand dollars then it is my will that the whole interest of the said fund shall be annually appropriated and expended in the education of the poor in the academy in the village of Huntington— It is my will that the instruction shall be limited to a good english education and shall be extended to the children of the poor of every description without discrimination of denomination or complexion — in order to prevent any doubt respecting the degree of poverty of the parents whose children are intended to be benefitted by this institution, it is my intention that the children to be educated on this fund shall be such whose parents names are not on the tax list — and if the interest annually accruing shall be more than sufficient for this purpose that in such case the surplus shall be expended on the education of children whose parents stand lowest on the tax list untill [sic] the whole is absorbed. It is not my intention to deprive these children of any interest they may have in the common school money but that the fund hereby constituted [510]*510shall he forever kept separate and distinct from that and he {sic] employed in furtherance of and beyond that fund and that no trustee or commissioner of common schools shall ever he a trustee of this fund. It is my will that the said trustees shall keep a regular account of the said fund and a register of the names and number of the children benefited by the said interest and shall annually on a given day in every year exhibit a statement of the fund and of their proceedings to a committee consisting of one suitable person to be chosen by each of the churches in the village of Huntington to examine the same who it is my desire shall give all the aid in their power to the said trustees in the executing — their duties. As this fund is purely of a charitable nature it is hoped that the said trustees will render their services gratuitously or at least will be satisfied with a reimbursement of their necessary expenses.

“ Any diversion of this fund or interest from the exclusive education of the children of the poor shall be deemed a forfeiture of the trust and in such case I bequeath the monies constituting the said fund to those to whom I bequeath the residue of my estate. If the powers of the board of trustees herein constituted shall prove insufficient for the execution of the duties of the trust, it is my will that they shall make application for a special act of incorporation to enable them to give complete effect to my intentions as above stated. It is my will that the children and grandchildren of my nephews & nieces educated at the academy shall be educated out of this fund. After the decease of my niece I give and bequeath the said two thousand dollars of which she is to have to the use or the surplus thereof to the trustees of the fund for the education of the children of the poor to be put at interest as the monies of that fund are directed to be put and it is my will that the said trustees shall annually appropriate the interest of one thousand dollars to the aid and relief of such necessitous persons or families as are not on the town to be distributed in their sound discretion for ever hereafter.

“ The remainder to be added to the fund for the education of the children of the poor and the interest applied in the same manner as the interest of that fund.” (Emphasis supplied.)

[511]*511The present proceeding was commenced by a verified petition dated February 19, 1949, wherein the successor trustees to the trustees named in the will prayed for a construction of the will and a direction as to the application of the funds involved. Those petitioner trustees expressed the view that the children of the poor presently receive the same educational benefits as the well-to-do on the primary and secondary school levels in Huntington, and suggested that the funds could be employed to enable one or more needy children to obtain a higher education than high schools. The school district has taken the position that such a direction is unnecessary inasmuch as there are still certain expenses incident to attendance at high school which must be met by the students themselves or their parents, and that such expenses may still prevent children of the poor from completing high school.

Appellants have based their entire appeal upon the premise that the trust was not limited to education of the children of the poor at the academy alone, but that decedent had a general charitable intent to assist the needy children, with a preference that they be educated at the academy of which the testator was a founder.

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Bluebook (online)
121 N.E.2d 522, 307 N.Y. 504, 1954 N.Y. LEXIS 980, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-construction-of-the-will-of-potter-ny-1954.