In re the Estate of Lister

161 Misc. 734, 292 N.Y.S. 870, 1937 N.Y. Misc. LEXIS 1480
CourtNew York Surrogate's Court
DecidedJanuary 26, 1937
StatusPublished
Cited by4 cases

This text of 161 Misc. 734 (In re the Estate of Lister) 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 Lister, 161 Misc. 734, 292 N.Y.S. 870, 1937 N.Y. Misc. LEXIS 1480 (N.Y. Super. Ct. 1937).

Opinion

Gold, S.

This is a proceeding commenced by the petitioners, who are first cousins of the decedent, for a determination as to the validity, construction or effect of disposition of property contained in the last will and testament of said decedent. The petitioners are persons who would have been distributees of decedent if no will had been executed by decedent.

Said James T. Lister died on or about the 8th day of March, 1936, leaving a last will and testament, dated March 7, 1936, [736]*736which was duly admitted to probate in this court on the 1st day of July, 1936.

On or about the 1st day of July, 1936, letters testamentary of said last will and testament of decedent were duly issued to the Power City Trust Company of the city of Niagara Falls, and said Power City Trust Company duly qualified and is now acting as executor under the said last will and testament.

At the time of the death of decedent he was possessed of personal property in the amount of $200,000 and upwards, and seized of certain real property situate within the State of New York and elsewhere of the value of $10,000 and upwards.

After the payment of debts and funeral • expenses, decedent devised unto Anna Pierce, of the city of Niagara Falls, N. Y., who had acted as housekeeper for him, a life interest in his real property, situate at No. 536 Chasm avenue in the city of Niagara Falls, N. Y., with the sole right to use or occupy said premises during the term of her natural life and upon her death the same to revert to his residuary estate.

He then gave, devised and bequeathed to his executor, to wit, Power City Trust Company, of the city of Niagara Falls, the sum of $20,000, in trust, and directed the trustees to pay out of the income • an annuity of $1,000 in equal monthly installments to said Anna Pierce during the term of her natural life, together with the right to use part of the principal, if necessary, for her support, the balance of principal remaining at the time of her death to be divided equally between the Masonic Home and Asylum Fund, State of New York, and the Independent Order of Odd Fellows Home at Lockport, New York.

The fifth clause of the will provides as follows:

“ Fifth. I direct that the residue of my estate shall be divided into ten (10) equal portions and distributed by my executor as follows:
“ A. I give, devise and bequeath one-tenth of said residue estate to the Niagara Frontier Lodge No. 132 of the Free and Accepted Masons, of the City of Niagara Falls, New York, the same, together with the income and profits thereof, to be used and distributed by said Lodge in charity and for charitable purposes among the poor, sick, needy, disabled or distressed, aged or infirm, worthy Master Masons, members of the order of Free and Accepted Masons, and widows and/or orphans, in the discretion of said Lodge, either annually or oftener, as said Lodge may determine and occasions may require.
B. I give, devise and bequeath one-tenth of said residue estate to the Bellevue Lodge, Independent Order of Odd Fellows, of [737]*737Niagara Falls, New York, the same, together with the income and profits thereof, to be used and distributed by said Lodge in charity and for charitable purposes among the poor, sick, needy, disabled or distressed, aged or infhmed, members of said Bellevue Lodge, Independent Order of Odd Fellows, and widows and/or orphans, in the discretion of said Lodge, either annually or oftener, as said Lodge may determine and occasions may require.
The above two gifts are made upon the condition that they shall not be used for the payment of any capital indebtedness of said Niagara Frontier Lodge No. 132 of the Free and Accepted Masons or said Bellevue Lodge, Independent Order of Odd Fellows.
C. I give, devise and bequeath four-tenths of said residue estate to the trustees of the Masonic Home and Asylum Fund, State of New York, to be applied for the purpose of its incorporation.
“ D. I give, devise and bequeath four-tenths of said residue estate to the trustees and/or officers or representatives of the Independent Order of Odd Fellows Home, situated in Lockport, New York, to be used for and in behalf of the inmates of said Home; but the same is not to be used for the payment of any capital indebtedness against said Home.”

Petitioners raise no objection to that part of the will providing for the payment of moneys to Anna Pierce or to the Trustees of the Masonic Home and Asylum Bund, State of New York, but claim that the bequests to the Independent Order of Odd Fellows Home, Lockport, New York, and to Niagara Frontier Lodge No. 132, of the Free and Accepted Masons, of the City of Niagara Falls, New York, and to Bellevue Lodge, Independent Order of Odd Fellows, Niagara Falls, New York, are illegal and invalid in law.

They claim that so far as these three latter organizations are concerned, decedent created a trust for the benefit of each, or its members, and that the same was not given to the lodges for their corporate purposes; that it created a situation whereupon the three organizations became trustees of the respective funds and of the income therefrom for the benefit of unknown, unnamed beneficiaries; that all three of said organizations have filed certificates under the Benevolent Orders Law and that none of their certificates provided or gave them authority to actas fiduciary or trustee, and they claim that neither the General Corporation Law nor the Benevolent Orders Law allows them to act in a fiduciary capacity or to act as trustee.

It is the claim of the executor and of the three organizations above mentioned that decedent did not create a trust under the [738]*738terms of the will, but that it was a gift to each of the organizations to be used for charitable purposes, to be used by them in their discretion under the terms of the will.

It is the duty of the court to ascertain, if possible, the intention of a testator and unless the will, or any provision thereof, is void and contrary to law, to see that the estate left by him shall be distributed as directed by the terms of the will.

In the present case the court must determine whether or not the decedent intended to create trusts under the provision of the fifth clause in the will or whether he intended the moneys so bequeathed and devised to be absolute gifts to the various organizations.

The fifth clause in the will does not name trustees nor does it refer in any manner to trusts, and if they are created by said clause it must be by interpretation of the provision of that part of the will. In other words, it must be interpreted that the testator intended to create trusts without in specific language designating trustees. There are no beneficiaries named “ cestui ” of any trust.

Decedent devised and bequeathed one-tenth of the residue of his estate to the Niagara Frontier Lodge, Free and Accepted Masons, to be used and distributed by said lodge in charity and for charitable purposes, among the poor, sick, needy, disabled or distressed, aged or infirm, worthy Master Masons, members of said lodge, and widows and/or orphans, in the discretion of said lodge, as the latter shall determine and conditions require.

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Related

In re the Estate of Battles
45 Misc. 2d 348 (New York Surrogate's Court, 1965)
In re the Construction of the Will of Lane
203 Misc. 661 (New York Surrogate's Court, 1953)
In re the Accounting of Widdecombe
190 Misc. 547 (New York Surrogate's Court, 1947)
Lockwood's Estate
41 Pa. D. & C. 621 (Philadelphia County Orphans' Court, 1941)

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Bluebook (online)
161 Misc. 734, 292 N.Y.S. 870, 1937 N.Y. Misc. LEXIS 1480, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-lister-nysurct-1937.