In re the Probate of the Last Will & Testament of Price

264 A.D. 29, 35 N.Y.S.2d 111, 1942 N.Y. App. Div. LEXIS 4058
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 29, 1942
StatusPublished
Cited by12 cases

This text of 264 A.D. 29 (In re the Probate of the Last Will & Testament of Price) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Probate of the Last Will & Testament of Price, 264 A.D. 29, 35 N.Y.S.2d 111, 1942 N.Y. App. Div. LEXIS 4058 (N.Y. Ct. App. 1942).

Opinions

Heffernan, J.

Frances Paget Price, a widow, residing in the county of Tioga, died on April 26, 1940, without descendants, leaving as her distributees two brothers, a sister and descendants [30]*30of a deceased brother. She left a last will and testament executed on August 21, 1936, and two codicils thereto, one executed on June 9, 1939, the other on February 22, 1940, which were admitted to probate in the Tioga County Surrogate’s Court on October 7, 1940.

. After making some minor bequests the will of testatrix gave her farm, her household furniture and practically all her personal property to the Board of Pensions of the Presbyterian Church in the United States of America, the farm to be used as a home, to be called “ The Paget Price Presbyterian Home,” for retired Presbyterian ministers and their wives, and the income from the personal property to be used toward the upkeep and maintaining ” of the home.

In the first codicil testatrix revoked the gifts to the Board of Pensions of the Presbyterian Church and directed her executor “ to cause to be organized and incorporated under the proper law of the State of New York, a charitable corporation having its business office at Owego, New York, to be known as ‘ The Paget Price Presbyterian Home.’ The purpose of the corporation shall be to conduct a home for retired Presbyterian ministers and their wives.” She bequeathed her farm and household furniture to the corporation in trust for the benefit of the home. She gave the balance of her estate, consisting of personal property, to the corporation in trust, however, to invest the same and keep it invested and to apply the net income arising therefrom to the maintenance, upkeep and operation of said Home.” She then provided that in case my intention with respect to the said Home shall because of illegality fail or become impossible of realization, I then give, devise and bequeath the property intended for the establishment and use of said Home, to Elmira College and Cornell University, to share and share alike.”

The second codicil is but slightly different from the first. In that instrument testatrix made some specific legacies of personal property and made Elmira College, of which she was a graduate, the contingent legatee. In each codicil testatrix made alternative provision for the disposition of her entire estate with the exception of certain small legacies.

The real estate which testatrix owned and which she devised to the corporation consists of about thirty-two acres of land situated about three miles from the village of Owego. A well-constructed highway leads to the property. The structures on the farm comprise a main building or residence, a cottage, a garage, a barn and a pumphouse. The residence is a two-story frame building with nine rooms on each floor and several well-equipped bath rooms [31]*31and is supplied with water by means of an automatic water system. It is not disputed that the cost of reproduction of the main building would. be $20,000 and of the cottage $3,000. The main building and the cottage are well constructed, comfortably furnished and equipped with all conveniences for a comfortable home.

It was stipulated that the net amount of personal estate, at the date of testatrix’s death, available for investment was $57,809.84, which would produce an annual income of from $2,500 to $2,800. This does not include securities, valued at $5,700, which at the time of the trial were non-productive. If these securities should later yield a return the annual income will be increased.

On the date when decedent’s will and codicils were admitted to probate, Elmira College petitioned the Surrogate’s Court for a construction of these instruments and asked that the trust be avoided as impossible of realization because of inadequacy of the fund and further that it be decreed that it is entitled to such fund as secondary legatee. The surrogate, after a trial lasting several days, sustained the trust and from that determination appellant has come to our court.

Pending the determination of this proceeding the parties have agreed that the corporation which testatrix directed to be formed would not be organized.

Appellant in its brief has told us that testatrix was cultured, intelligent and highly educated, a woman of refined tastes, a college graduate who had continued her studies abroad, and who was engaged as a teacher in the New York city schools at the time of her death. The desire to ameliorate the condition of retired Presbyterian clergymen and to provide an asylum for some of them and their wives in their declining years unquestionably was a project dear to her heart. Manifestly it was the dominant thought in the will and in each of the codicils. It is quite significant that the last codicil was executed just two months and four days prior to her death. Undoubtedly she then believed that her estate was ample to establish the home which she desired to be founded. There is no evidence to indicate any change in her intentions or in the value of her estate during that period. In view of her education, intelligence and training we cannot reasonably conclude that she intended to add a codicil to her will which would be ineffective. The reason for the gift over to Elmira College is not difficult to understand. She was a graduate of that institution, and if her primary purpose became impossible of realization by reason of illness, depreciation in the value of her property or other altered circumstances, she did not want the bulk of her estate to pass according to the laws of intestacy. She had the absolute [32]*32right to dispose of her property as she saw fit. She elected to devote it to a charitable purpose which appealed to her. It was her prerogative to fix and define its nature. She was acting within her undoubted right in selecting the beneficiaries of her estate. It is our solemn duty to effectuate her testamentary intention if we can do so without doing violence to legal principles.

Charitable gifts and trusts are of ancient origin, are favorities of courts of equity and such gifts and trusts will be upheld and declared valid whenever possible consistently with established principles of law. Courts of equity go to the length of their judicial power in sustaining them. Thus, in order to sustain and give effect to a charitable trust or gift, every reasonable intendment, consistent with the terms and purpose of the gift, will be made, and every presumption, consistent with the language used, will be indulged. Of two possible constructions, the court will adopt that one which operates to sustain the trust or gift. (Matter of Durbrow, 245 N. Y. 469; 14 C. J. S., Charities, § 6.) The doctrine that charitable gifts will be given effect, if consistent with law, and that to such ends the most liberal rules within the allowable limits of chancery jurisdiction will be resorted to, if necessary for their support, is so generally upheld and applied as to remove the question from the field of debate.

The cy pres doctrine cannot properly be applied here. That doctrine has no application because testatrix herself' has provided for a gift over of the property in the event of the failure of the charitable use to which she, in the first instance, directed that it should be devoted. (Matter of Fletcher, 280 N. Y. 86; 14 C. J. S., Charities, § 52; 10 Am. Jur., Charities, § 124; Restatement, Law of Trusts, §§ 399, 413.)

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264 A.D. 29, 35 N.Y.S.2d 111, 1942 N.Y. App. Div. LEXIS 4058, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-price-nyappdiv-1942.