In re the Estate of Borden

180 Misc. 988, 42 N.Y.S.2d 560, 1943 N.Y. Misc. LEXIS 2037
CourtNew York Surrogate's Court
DecidedJune 21, 1943
StatusPublished
Cited by2 cases

This text of 180 Misc. 988 (In re the Estate of Borden) 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 Estate of Borden, 180 Misc. 988, 42 N.Y.S.2d 560, 1943 N.Y. Misc. LEXIS 2037 (N.Y. Super. Ct. 1943).

Opinion

Flemming, S.

Under the twentieth paragraph of the will of Marion Borden, deceased, the residue was devised and bequeathed to the Trustees of the Masonic Hall and Asylum Fund, an organization under the jurisdiction of the Grand Lodge of Free and Accepted Masons of the State of New York, in trust and for the purpose of establishing and maintaining upon the remaining lands included in the Borden Home Farm located partially in Orange County and partially in Ulster County in the State of New York a home for members of the Masonic fraternity, their widows and orphans, along and upon similar lines as the home now maintained by that organization at Utica, New York.

The devise and bequest was upon the express condition that the graves of decedent’s father, John G. Borden, and mother, Ellen L. Borden, and the surrounding plot located on the Borden Home Farm, shall be forever preserved and maintained as the last resting place of decedent’s father and mother. The decedent further stated that it was not her intention that the whole of the Borden Home Farm as now constituted shall continue forever to be used for the purpose of such a home, but the dwelling house and such portion of Borden Home Farm as now inclosed in a high wire fence should be so maintained, and in the discretion of those having the matter in charge such other portions of Borden Home Farm as may not be conveni[990]*990ently used in connection with the home may be disposed of and the proceeds of such sales added to the funds hereby bequeathed for the support and maintenance of said home.

The decedent’s will was admitted to probate by the Surrogate of Ulster County and a petition was filed by Lewis M. Borden and others for construction of the will, particularly the twentieth paragraph thereof, and adjudging and decreeing that the devise and bequest embraced in the twentieth paragraph was illegal, void and of no effect.

The matter was heard before the Surrogate of Ulster County and his decision in that case was that the language of the twentieth paragraph did not create a trust; that while the phrase “ in trust ” is employed, its context clearly indicates that the intention of the testatrix wras to effect an immediate gift rather than to create a trust, and that the paragraph must be held to establish an absolute gift to the corporation for its authorized corporate purposes rather than a trust. Referring to the portion of paragraph twentieth referred to as an express condition as to the graves of testatrix’ father and mother located on the farm and providing they should be forever preserved and maintained as the last resting place of testatrix’ father and mother, it was held that the clause created a condition subsequent for the breach of which a forfeiture might be created and that the corporation might accept title subject to a possible defeasance by a breach of the condition. That it would be the proper time to determine this matter when a forfeiture is claimed on account of a breach. (Matter of Borden, 142 Misc. 44.) On appeal to the Appellate Division, Third Department, the decision of the Surrogate was affirmed by divided court. (236 App. Div. 753.)

The instant proceeding upon petition of the Trustees of Masonic Hall and Asylum Fund seeks a decree approving the sale of the real estate directed by the testatrix to be held for the purpose of establishing and maintaining a home for members of the Masonic Fraternity, their widows and orphans, and included in the sale is that portion of the premises upon which are located the graves of testatrix’ father and mother, which it was directed should be forever preserved and maintained as their last resting place. It is claimed by petitioner that a sale of the property if approved by the court would not violate the provision in question which was referred to by the Surrogate as a condition subsequent and would not constitute a breach thereof. It will be recalled that the decision of the Surrogate further provided that the petitioner here might accept the title [991]*991subject to a possible defeasance by breach of the condition ancl that it would be the proper time to determine this matter when a forfeiture is claimed on account of a breach. That time has not arrived. However, the appeal here is to the equity side of the court to relieve the petitioner from the expressed terms and conditions of the decedent’s will under which it received the property in question, in other words to permit it to sell the real estate and to use the proceeds of the sale for another purpose of a similar nature in connection with a home established and maintained by it at Utica, N. Y.

In making the sale petitioner proposes to deed the property and as a condition attached to the conveyance provide for the maintenance of the cemetery plot in accordance with the terms and conditions of the twentieth paragraph of the will of testatrix.

It is the contention of the petitioner that the condition subsequent to maintain the cemetery plot follows the land and the vendee for a breach thereof might be subjected to a possible forfeiture of title.

The petitioner invokes the cy pres doctrine and the circumstances and conditions as set forth in the record present substantial grounds for the exercise of that doctrine. Apparently, testatrix at the time of the execution of her will had expected that the residuary estate would furnish funds to carry out the purpose she had in mind with reference to the real estate. The personal estate consisted largely of stock in the Borden Company, some 30,000 shares, which at the time of the execution of the will had a market value of eighty-six dollars per share or thereabouts. The year in which testatrix died (1930) the stock reached a high point of ninety and three-eighths dollars per share and a low point of sixty and one-eighth dollars per share. After numerous conferences between the executors and the petitioner an intermediate account was filed and thereafter 29,400 shares of the stock were sold at prices ranging from thirty-two dollars to thirty-five dollars per share. The cash assets which petitioner received were very materially reduced and at the time of distribution of the estate amounted to approximately $26,000.

The Attorney-General appeared in this proceeding and filed an answer to the petition and to the amended petition.

The proposed sale is for the sum of $75,000.

One issue raised deals with the disposition of that portion of the property known as the burial plot where the graves of decedent’s father and mother are located. It is urged that [992]*992as to this portion of the property the petitioner should not be relieved from the responsibility resting upon it to maintain the plot and that the conveyance should provide for the exception of the burial plot, the title thereto remaining in the petitioner as well as the fulfillment of the obligation for the maintenance and care of the plot.

The jurisdiction of the Surrogate to grant the relief sought is conferred by section 12 of the Personal Property Law and section 113 of the Beal Property Law of this State.

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Related

In re Construction of the Will of Getman
30 A.D.2d 257 (Appellate Division of the Supreme Court of New York, 1968)
In re the Construction of the Will of Lawless
194 Misc. 844 (New York Surrogate's Court, 1949)

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180 Misc. 988, 42 N.Y.S.2d 560, 1943 N.Y. Misc. LEXIS 2037, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-borden-nysurct-1943.