In re the Estate of Johnson

148 Misc. 218, 265 N.Y.S. 395, 1933 N.Y. Misc. LEXIS 1624
CourtNew York Surrogate's Court
DecidedJune 26, 1933
StatusPublished
Cited by2 cases

This text of 148 Misc. 218 (In re the Estate of Johnson) 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 Johnson, 148 Misc. 218, 265 N.Y.S. 395, 1933 N.Y. Misc. LEXIS 1624 (N.Y. Super. Ct. 1933).

Opinion

Aulisi, S.

This proceeding is brought to construe the last will and testament of Amos Johnson. The testator, a resident of the [220]*220village of St. Johnsville, N. Y., died on the 30th day of December, 1932, leaving a last will and testament which was dated July 14, 1932, and duly admitted to probate in this court on February 6, 1933. The testator left him surviving, as his only heirs at law and next of kin, a sister, four nieces and a nephew. The estate consists of real and personal property valued at about $18,000.

The first clause of the will provides for the payment of all just debts and the second clause reads as follows: All of the rest, residue and remainder of my estate real, personal and mixed wheresoever situate, of which I may die, seized or possessed or to which I may be entitled at the time of my death, I give, devise and bequeath to the First National Bank of St. Johnsville, N. Y., in trust nevertheless to invest and reinvest /the same and to receive the rents, issues, income and profits therefrom and after defraying all lawful charges upon the same, pay the net income thereof one-half to the St. Johnsville Cemetery Association and the remaining one-half to the Crum Creek Lutheran Church at annual intervals and I give and grant unto said trustee or its successors full power and authority to sell, mortgage or lease any and all real estate or interest thereon on any terms and in any manner it or they in their discretion shall deem for the interest of said trust and I authorize and empower it or them to execute and deliver good and sufficient instruments therefor to carry out the intention of this provision.”

The validity of the trust sought to be created by the testator is attacked by the hens at law and next of kin and it is their contention that the beneficiaries under the trust are not legally incorporated; that they have no capacity to take; that the object and purpose of the trust fund attempted to be created are not charitable; that the trust income might be diverted to beneficiaries operating for private profit or as a business enterprise; that as charitable trusts they are void for uncertainty of beneficiaries and indefiniteness of purpose and that they violate the rule against perpetuities.

In my opinion all of these objections are untenable. The fundamental aim of the court attending and interpreting a will is to ascertain the intent of the testator. When that purpose has been made sure of, it must control unless it is contrary to public policy or to some established rule of law. If the will under construction is susceptible of two constructions, one of which will render it valid and the other invalid, the former will be adopted and this is especially so where charitable trusts and bequests are involved, as such beneficial objects are favored in the law.

The St. Johnsville Cemetery Association was duly incorporated in accordance with the provisions of chapter 133 of the Laws of 1847, and its certificate of incorporation dated September 13, 1858, [221]*221was filed and recorded in the Montgomery county clerk’s office on September 16, 1858. The proof is uncontradicted that the corporation has functioned as a cemetery association for nearly seventy-five years; that it has been operated by a board of trustees, none of whom have ever been paid any salary; that it was not organized or operated for profit; that no salary is paid to any one except the sexton and a small sum to the secretary for keeping the books and records of the association; that neither by its certificate of incorporation nor by its by-laws is any person excluded from purchasing a lot or of burial in its cemetery; that there is no other cemetery association in St. Johnsville. The association charges a fee for each lot, a portion of the amount received is used for digging the grave and for its perpetual care and the balance for general improvement and embellishment of the whole cemetery. Any person, regardless of religious belief, may purchase a lot and be buried in this cemetery. It is, therefore, public, and, I think, charitable and benevolent.

The Evangelic Lutheran Church and Society of Crum Creek, Fulton county, N. Y., was duly incorporated in accordance with the provisions of chapter 60 of the Laws of 1813, and its certificate of incorporation, dated May 20, 1882, was recorded in the Fulton county clerk’s office on May 24, 1889. It has been established by uncontradicted proof that this church is located at a hamlet or settlement known as Crum Creek, in the town of Oppenheim, Fulton county, N. Y.; that it is the only Lutheran church in said town or in the vicinity of Crum creek which flows through the hamlet and from which its name is derived; that it is commonly known, in the speech of the people in St. Johnsville, and elsewhere, as the “ Crum Creek Lutheran Church; ” that it is in existence as a church corporation; that divine worship and other religious services are held from time to time at the church property; that the testator knew of said church and occasionally attended entertainments and meetings held there. I am satisfied that the Evangelic Lutheran Church and Society of Crum Creek, Fulton county, N. Y., and the Crum Creek Lutheran Church is one and the same church. The misnomer is immaterial and, therefore, not a fatal defect. (Kernochan v. Farmers’ Loan & Trust Co., 187 App. Div. 668.)

The spirit of love and religion is the basis of charity. All churches are necessarily charitable and religious, otherwise there would be no reason for their existence. The very title of the church set forth in the certificate of incorporation is sufficient to indicate without question that its purpose is religious and charitable. I am of the opinion, therefore, that the object for which each of the beneficiaries is organized has been satisfactorily established by proof.

[222]*222The two corporate beneficiaries have power to accept the benefits of the trust, although such power is not granted by their certificates of incorporation. The General Corporation Law, section 14, provides: “ Every corporation as such has power though not specified in the law under which it is incorporated. * * * (3) To acquire property for the corporate purposes by grant, gift, purchase, devise or bequest, and to hold and dispose of the same, subject to such limitations as may be prescribed by law.” This language applies to every corporation under whatever law it may be incorporated, and certainly includes the cemetery and church in question. The power of the cemetery to take is further shown by the Membership Corporations Law, section 76, reading in part: “A cemetery corporation may acquire * * * additional real or personal property, absolutely or in trust, in perpetuity or otherwise.” In Matter of Pearsall (125 Misc. 634) the court said: “ There appears to be no sound reason or principle of law to prohibit a cemetery corporation from accepting a gift of real and personal property under a will.” The Religious Corporations Law, section 5, recognizes that a church may own and hold real and personal property.

The intention of the testator was charitable. The language used in his will is clear, explicit and unmistakable. There is nothing obscure or uncertain in its meaning. The testator’s intent not being obscure, it is the duty of the court to carry out and effectuate his desire and purpose.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

City of Austin v. Austin National Bank
488 S.W.2d 586 (Court of Appeals of Texas, 1972)
In re the Estate of Filsinger
157 Misc. 427 (New York Surrogate's Court, 1935)

Cite This Page — Counsel Stack

Bluebook (online)
148 Misc. 218, 265 N.Y.S. 395, 1933 N.Y. Misc. LEXIS 1624, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-johnson-nysurct-1933.