In re the Will of Rupprecht

271 A.D.2d 376

This text of 271 A.D.2d 376 (In re the Will of Rupprecht) 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 Will of Rupprecht, 271 A.D.2d 376 (N.Y. Ct. App. 1946).

Opinion

Dowling, J.

On May 17, 1941, Josephine Rupprecht of Batavia, New York, executed her last will and testament naming the Security Trust Company of Rochester, New York, as her executor. She died at Batavia, New York, on May 26,1944. Her will was admitted to probate in the Surrogate’s Court of Genesee County, New York, on April 9, 1945. The Security Trust Company of Rochester, New York, qualified as executor and has since acted in that capacity. At the time of her death, the testatrix owned certain real property fronting on Ellicott and Evans Streets, Batavia, New York and certain personal property. Her total estate amounted to at least $140,000. By her will the testatrix bequeathed and devised all of her property, both real and personal, to a corporation to he thereafter formed by her executor and by her attorney whom she had named in the will and she directed her executor and her attorney, as soon as practicable after her death, and during the lives of Cyrus Corp and Frances Corp of Batavia, or the longer liver of them, to form said corporation under the laws of New York to be known as The George Rupprecht Orphan Asylum of Batavia, N. Y. ” with proper powers for the purpose of establishing an asylum to he maintained as a home for indigent Protestant orphan girls under sixteen years of age and bona fide residents of Genesee County. The testatrix provided that the asylum should be erected on two vacant lots owned by her on Ellicott Street and that not more than one fourth of her estate should be expended in the erection of such asylum. The testatrix further directed that The said asylum shall be entirely under Protestant management and control”. The testatrix also directed that the name of the corporation be built into the face of the building in a conspicuous place and that a tablet he placed in the main entrance hall with a suitable inscription thereon to the effect- that the asylum was established as a memorial to the testatrix’ father and mother. The testatrix further directed that the rector, for the time being, of St. James Episcopal [379]*379Church of Batavia shall be a director of the corporation and that all of the directors and all persons having any control, management or supervision of the asylum at any time shall be Protestants and that a majority of the directors shall be residents of Batavia. The executrix also provided that no part of her real property lying south of Ellicott Street or on either side of Evans Street should be sold to any Catholic or to any organization, society or denomination for use or to be used in connection with or for the Roman Catholic Communion or faith and that any sale of such property should be made subject to such restrictions and that in case of any sale made contrary to such directions and restrictions, the real property so sold should revert to and belong to the rector, wardens and vestrymen of St. James Episcopal Church in Batavia, New York. The testatrix gave and bequeathed, between the date of her death and the formation of the corporation, the income of all of her property to the rector, wardens and vestrymen of St. James Episcopal Church in Batavia, New York.

In May, 1946, the executor presented to the Surrogate’s Court of Genesee County a petition showing, in substance: (a) That conditions had so changed since the execution of the will as to render impracticable and impossible a literal compliance with the terms of the will, (b) The premises assigned for the building of the asylum were not suitable for that purpose, (c) There is no demand for such an asylum as there are practically no Protestant orphan girls in indigent circumstances in Genesee County, (d) Section 35 of the Social Welfare Law of the State of New York provides that no certificate of incorporation shall hereafter be filed which includes among its purposes the care of destitute or dependent children except with the approval of the State Board of Social Welfare and of a justice of the Supreme Court indorsed on or annexed to the certificate of incorporation and that petitioner is advised that the State Board of Social Welfare will not give its approval for the establishment of such an asylum, (e) That, after expending one fourth of the estate for the erection of an asylum building, the amount left for the maintenance and operation of the asylum would not exceed $100,000 and that the income therefrom would be insufficient for the purpose intended. The petitioner prayed for a decree directing the disposition and use to be made of the estate and that a citation issue to all interested parties. Upon the petition the Surrogate ordered that a citation issue to the Attorney-General of the State of New York, to the distributees of the testatrix in case of her intestacy and to St. James Epis[380]*380copal Church of Batavia, New York. On the return day of the citation the cited parties appeared and filed answers to the petition. All parties agreed that the corporation mentioned in the will could not be formed. The distributees alleged that the trust sought to be set up in the will was not a general charitable gift or trust within the meaning of section 12 of the Personal Property Law or section 113 of the Real Property Law; that the trust was a specific trust for a specific purpose and not of a general charitable nature and that the testatrix died intestate and that her estate passed to them as the next of kin and distributees of the decedent. St. James Episcopal Church, hereafter called “ The Church ”, alleged that the testatrix established a general, charitable or benevolent trust for the well being of humanity, or of a part thereof, and it prayed that the estate be turned over to it for administration pursuant to a plan set forth in its answer. The Attorney-General answered asking that the petition be dismissed and that the will be carried out according to its terms. The Children’s Home'Association of Genesee County, Batavia, New York, was allowed to appear and file a brief as a friend of the court.

The learned Surrogate took the proofs of the parties, rendered his decision and made a decree sustaining the allegations of the petition, decreeing that the gift and grant was for a general charitable purpose and not for a selfish one and awarding the charitable devise in the will to the Children’s Home Association of Genesee County as the one that can as nearly as possible best carry out and administer the intention and plan of the testatrix. The distributees have appealed from the decree as a whole. The Church ” has appealed from so much of the decree as appointed the Children’s Home Association of Genesee County to administer the trust and to receive the property. The Attorney-General and the executor have not appealed.

We agree with the decision of the learned Surrogate that the gift and grant was for a charitable purpose and not for a selfish purpose; that circumstances have so changed since the making of the will that the trust cannot be carried out according to the provisions of the will; that the site for the asylum designated in the will is unsuitable for the purpose intended and that the doctrine of cy pres should be applied as provided in section 12 of the Personal Property Law and section 113 of the Real Property Law. But we do not agree that the appointment of the Children’s Home Association of Genesee County to receive and administer the devise will most effectually accomplish the general purpose of the will, and for the following reasons: The [381]*381Board of Managers of the Children’s Home Association of Genesee County is comprised of persons of different religious beliefs, including Catholics. That institution is nonsectarian.

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Bluebook (online)
271 A.D.2d 376, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-rupprecht-nyappdiv-1946.