In re the Estate of Skuse

165 Misc. 554, 1 N.Y.S.2d 202, 1937 N.Y. Misc. LEXIS 1061
CourtNew York Surrogate's Court
DecidedDecember 1, 1937
StatusPublished
Cited by12 cases

This text of 165 Misc. 554 (In re the Estate of Skuse) 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 Skuse, 165 Misc. 554, 1 N.Y.S.2d 202, 1937 N.Y. Misc. LEXIS 1061 (N.Y. Super. Ct. 1937).

Opinion

Wingate, S.

The will presently submitted for construction contains only three sets of dispositive directions. The testator’s jewelry and personal effects, with the exception of his books, are bequeathed to his wife. The books are directed to be divided among the members of the Customs Service in the Port of New York and the employees of the Atlantic Savings and Loan Association; and the remainder of the estate is erected into a trust for the life benefits of testator’s wife and sister and their survivor. Upon their deaths the third item of the will gives the remainder to named trustees, in trust to apply the income in the medical and/or surgical care of any member of the Customs Service in the Port of New York, and the employees of the Atlantic Savings and Loan Association,” with a further provision that if there remains any unexpended income in any year, I authorize same to be given to the New York Times fund for the 100 neediest cases.”

The primary dispute is as to whether this remainder gift constitutes a valid charitable trust within the meaning of section 12 of the Personal Property Law. Those contending for invalidity assert that it is “ for private purposes,” and contemplates a benefit only to individuals within a limited class.”

As the court understands the argument of these parties, their position is in effect that since the gift is to a limited class it is necessarily for private purposes,” and, therefore, non-charitable.

Unquestionably popular conceptions respecting the varieties of gifts which are properly classifiable as for charity, benevolence or education are subject to change like any other human ideas. (Matter of Frasch, 245 N. Y. 174,181.) It would, therefore, be a venturesome individual who would attempt to formulate a definition purporting to indicate the precise dividing line between a donation of benevolence and one involving personal gain. It may safely be asserted, however, that the mere restriction of the benefit to a particular or limited class of persons would seldom if ever be determinative of the question, so long, at least, as it contemplated the betterment of position of a general aggregate of persons of reason[556]*556able number who, except for the charitable impulse of the testator, would not be natural objects of his bounty.

Nor, would it seem, could it be said that any clear line is capable of demarkation as to the requisite financial status of a particular recipient in order to justify the characterization of the benefit to him as charitable. “ Need ” is a wholly relative term, the conception of which must, within reasonable limits, vary with the personal situation of the individual employing it. Even “ poor needlewomen whose toil is so poorly requited ” (Manley v. Fiske, 139 App. Div. 665, 666; affd., 201 N. Y. 546) might, if employed, be deemed fortunate and happy persons by one out of work and with no means of subsistence.

Trusts have been upheld as charitable whose benefits were limited to persons living in a certain locality. (Starr v. Selleck, 145 App. Div. 869, 874; affd., 205 N. Y. 545; Matter of Miller, 149 App. Div. 113, 125; Matter of Rasquin, 159 id. 845, 847), following a specified trade or occupation (Manley v. Fiske, supra; Trustees of Sailor’s Snug Harbor v. Carmody, 211 N. Y. 286) or employed by a named corporation (Matter of Westinghouse, 156 Misc. 321, Delehanty, S.; affd., 248 App. Div. 568; leave to appeal denied, 272 N. Y. 678), wherefore, it would seem that a gift to any reasonably numerous aggregate of persons unrelated to the testator by blood or marriage would, of itself, usually give rise to an inference of a charitable or benevolent purpose on the part of the donor.

The total number of employees in this Customs Service in the Port of New York and the Atlantic Savings and Loan Association is a subject concerning which the court possesses no knowledge either officially or as an individual. No demonstration in regard to it has been adduced in this litigation. That the former, at least, includes many persons would appear to be a fact reasonably within the common knowledge of any moderately informed inhabitant of the city. That their rate of remuneration is modest would seem a permissible inference from the generally familiar fact that they are civil service employees in the lower brackets. There is consequently no condition pertaining to the recipients of the proposed benefit upon which to differentiate the present gift from those for the establishment and maintenance of a clubroom for young men and boys in the city of New York (Starr v. Selleck, 145 App. Div. 869; affd., 205 N. Y. 545), “ a home for industrious Girls and Women ” (Matter of Daly, 208 Penn. St. 58; 57 A. 180), “ a Rest Home for Worthy Working Girls ” (Sherman v. Congregational Home Missionary Society, 176 Mass. 349; 57 N. E. 702) and many similar donations which have been sustained as valid charitable or benevolent gifts.

[557]*557In view of the fact that the respondents apparently place considerable reliance upon Matter of Shattuck (193 N. Y. 446) as a persuasive precedent in support of their position, the suspicion is generated that their conception of the requirements for validity of a charitable trust has not kept step with the tendency toward liberality which all of the more recent decisions have evidenced. In overruling the determination of the Appellate Division that the possible devolution of the fund in whole or in part to private uses * * * makes it invalid,” the Court of Appeals said, in Matter of Durbrow (245 N. Y. 469, 475): “ This conclusion seems unsound. It is based on Matter of Shattuck (193 N. Y. 446) which has been strictly confined to its own facts by later and better considered cases.”

Of course, neither under the present nor the former doctrine is any gift sustainable as charitable which definitely contemplates a use for personal profit. The difference between Matter of Shattuck and certain earlier cases, on the one hand, and the modern doctrine respecting the subject, on the other, lies largely in the method of approach.

Formerly, if a possibility of use for private gain could be discerned under the language of the will the trust was deemed invalid and non-charitable. Now, however, the theory applied is that the language should be construed in a broad and liberal spirit in accordance with his intention and the gift upheld, although the will may be susceptible of a construction which would permit the gift to be used for private or secular purposes,” provided a definite charitable purpose may be found within the limits of a testator’s language.” (Matter of Durbrow, 245 N. Y. 469, 474.) In other words, although the terms of the gift are capable of two constructions, one of which would devote it to a charitable purpose and the other to possible private gain, that construction which is fairly within the rules of law and that sustains the trust and devotes the fund included therein to purposes permitted by law and to the good of humanity should be preferred.” (Matter of Robinson, 203 N. Y. 380, 388. See, also, Matter of Frasch, 245 id. 174, 185; Matter of Cunningham, 206 id. 601, 607.)

Judged from this viewpoint, the purposes of the trust here under consideration are charitable. It is, therefore, valid and is sustained.

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Bluebook (online)
165 Misc. 554, 1 N.Y.S.2d 202, 1937 N.Y. Misc. LEXIS 1061, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-skuse-nysurct-1937.