In re Williams' Estate

1 Pow. Surr. 414, 1 Misc. 440, 23 N.Y.S. 150
New York Surrogate's Court·Decided December 15, 1892·Published·Cited by 3 cases

Opinion

Sanderson, S.

John C. Williams died at Athens on the 29th day of July, 1891, in the eighty-second year of his age. His will bears date October 30, 1884. The disposing part of it reads as follows:

“I give and bequeath all of my personal estate, goods and chattels, of what nature or kind soever,, to the Trustees of the Hew York Annual Conference of the Methodist Episcopal Church, to be held in trust by them, and the interest thereof applied each year on salary of the pastor of the St. Paul’s Methodist Episcopal Church, situated at Athens, Greene County, Hew York.

“The above will and testament is subject to the following-conditions: (1) If the trustees of the St. Paul’s Methodist Episcopal Church, situated at Athens, Greene County, Hew York, erect a parsonage for the sole use and benefit of pastor of said church, they are authorized to draw upon the Trustees of the Hew York Annual Conference of the Methodist Episcopal Church for the amount necessary to secure the erection of said parsonage, free of debt. (2) If ever the society now known-under the corporate name of St. Paul’s Methodist Episcopal Church, situated at Athens, Greene County, Hew York, should become extinct, the Trustees of the Hew York Annual Conference of the Methodist Episconal Church are authorized to turn over to the Board of Church Extension of the Methodist Episcopal Church the amount held in trust by them, under the powers vested in them by this will and testament.”

[416] Yo executors are named in the will. The theory of the will is to leave the personal property of the testator in trust during the corporate existence of St. Paul’s Methodist Episcopal ■Church at Athens, with the exception of a part of it that may be applied to the erection of a parsonage. The Trustees of the Yew York Annual Conference are the trustees under the will, ■and the pastor of St. Paul’s Methodist Episcopal Church at Athens is the principal beneficiary. The legal title to the personal property of the testator is in the trastees, without any power of disposal of the same. They must keep it invested in ■order to produce an income, and they are authorized to turn •over to the Board of Church Extension of the Methodist Episcopal Church the amount held in trust by them in case the Methodist Church at Athens becomes extinct. It would be a clear violation of the duty of the trustees to dispose of the principal fund. The absolute ownership of the property is therefore suspended during a long period of time, unlimited by lives in being. Adams v. Perry, 43 N. Y. 487, 499. The Revised Statutes provide as follows:

“The absolute ownership of personal property shall not be .suspended by any limitation or condition -whatever for a longer period than during the continuance, and until the termination, •of not more than two lives in being at the date of the instrument containing such limitation or condition, or, if such instrument be a will, for not more than two lives in being at the death •of the testator.” 1 Rev. St. 773, section 1.

There is no limitation whatever in the will in question upon the suspension of the absolute ownership of the property of the testator, except at the termination of the corporate existence of St. Paul’s Methodist Episcopal Church at Athens. The will is therefore contrary to the statute, and is clearly void, unless-it can be saved by other provisions of law. An examination of the decisions of the Court of Appeals, in cases similar to the one in question, will show what application they make of this •statute. In Adams v. Perry, 43 N. Y. 487, the twentieth clause of the will provides that, if the donees under the will [417] (in this case an incorporated academy) fail to carry out the provisions of the will, the donation is void. It was held that this clause of the will is void because it violates the law against perpetuities. The fourth clause of the will required the executors to invest the residue of the real and personal property, and pay over the income annually to the Lowville Academy. It was held that this clause was also void, as contrary to the statute above cited. In Cottman v. Grace, 112 N. Y. 299, 19 N. E. Rep. 839, where the will provided that the mayor of Yew York and others should be trustees of the property of the testator for the purpose of erecting and maintaining a library, it was held that this provision was void, for the reason that it suspended the power of alienation or of the absolute ownership of personal property for more than two lives in being. In Read v. Williams, 125 N. Y. 560, 567, 26 N. E. Rep. 730, the executors were directed to set apart a trust fund to be perpetually kept, and apply tire income for cemetery purposes. This clause was held void. In Fosdick v. Town of Hempstead, 125 N. Y. 581, 26 N. E. Rep. 801, where the will made a bequest to the executors for the permanent endowment of a school, the legacy was held void. In the same will a bequest to the town of Hempstead for the support of the poor of the town was held void, on the ground that the beneficiaries were not sufficiently defined, and on the further ground that such a trust was not within the corporate or administrative work of the town. The condition made in the will of the testator that, if the trustees of tire Methodist 'Church at Athens should erect a parsonage, they are authorized to draw upon the trustees named in the will for an amount sufficient to erect the parsonage free from debt, is void for the same reason, viz., that there is no limitation as to time for the erection of the parsonage, so as to bring it wfithin the purview of the statute. It is obvious that the trustees under the will must hold the trust fund until the trustees of the church should see fit to build a parsonage. This might be a longer or shorter time than that of the continuance of two lives in being. The statute [418] leaves the time in the discretion of no one. The lives, during the continuance of which the absolute ownership of personal property may be suspended, must be named in the instrument making the gift. Proponents seek to overcome this difficulty by showing that the Methodist Church at Athens has already purchased a parsonage, and had done so before testator died, and that the same is not free of debt. Assuming that the clause of the will now under consideration admits of the construction that would cover the purchase, as well as the erection, of a parsonage, the difficulty is inherent in the will itself. It is not the execution, but the nature, of the power that determines whether it is valid or not. Tilden v. Green, 130 N. Y. 29, 52, 28 N. E. Rep. 880. Both of the above provisions of the will would have been saved if the estate of the testator had been left to the Methodist Church at Athens for the purposes above mentioned. The support of its pastor and the erection of a parsonage are within the powers and duties of a religious corporation. The legacy would not have then been regarded as a “trust,” within the meaning of the statute, and there would have been no suspension of absolute ownership-. Wetmore v. Parker, 52 N. Y. 450; Williams v. Society, 64 Hun, 163, 18 N. Y. Supp. 820. But this is not the theory of the will. As it is now, the Methodist Church at Athens has no control over the fund during the continuance of the trust.

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In re Williams' Estate, 1 Pow. Surr. 414, 1 Misc. 440, 23 N.Y.S. 150 (N.Y. Super. Ct. 1892).

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