Jones v. Jones

8 Misc. 660, 30 N.Y.S. 177, 60 N.Y. St. Rep. 429
New York Supreme Court·Decided May 15, 1894·Published·Cited by 18 cases

Opinion

Andrews, J.

After a careful examination of the pleadings, evidence and elaborate briefs of counsel I have reached the following conclusions:

First. The court has jurisdiction of the action. The plaintiffs and the defendant trustees. are residents of this state. Hr. E. W. S. Johnston has been duly appointed guardian ad litem of the infant William E. J ones. The complaint states that Mrs. Macfie has refused to become a plaintiff, and is, therefore, made a defendant.

All the parties in interest are before the court, and the court has jurisdiction, if it should see fit to exercise it, to the extent even of compelling the defendant trustees to convey the real estate and personalty, although both are situated in the state of Illinois. It certainly has jurisdiction to compel the resident, trustees to account and to pay over any income which shall come into their hands. That the law is as above stated has been decided in many cases.

Secondly. The court will not decline to entertain jurisdiction of this action, because to do so would be a gross injustice to the plaintiffs.

[662]*662Several years since the defendant trustees brought an action in the Circuit Court for Cook county, Illinois, to obtain a construction of Mrs. McCagg’s will and to obtain partition. The case is reported under the title of Jones v. Jones, 124 III. 254.

In that action the defendant trustees claimed that the will and codicil did not establish a trust for the benefit of the children of William Ogden Jones, deceased, hut that the one-fifth part of the estate of Mrs. McCagg which had been held in trust for said William Ogden Jones was given to said trustees absolutely and free from any trust in favor of the plaintiffs and Mrs. Macfie. The claim on the part of the defendant trustees was not. sustained by said Circuit Court, which held, on the contrary, that the will and codicil did establish a trust in favor of the plaintiffs and Mrs. Macfie, and that said one-fifth part of the estate of Mrs. McCagg was held in trust by said trustees upon the trusts set forth in the codicil to said will.

Counsel for the defendant trustees now claims that, as the real estate so held in trust is located in the state of Illinois, and the personal property is also held in that state, the validity of the will and codicil and the interpretation thereof must be determined according to the laws of that state.

It must be conceded, for the purposes of this case, that this claim is well founded. The property, both real and personal, is undoubtedly situated in the state of Illinois, and although Mrs. McCagg had been separated from her husband for many years before her death, and had resided in New York and Newport, and although her will recites that she is a resident of the state of New York, still, as she had never been divorced from Mr. McCagg, and as he resided in the city of Chicago, it must be conceded that she had no domicile separate from her husband, and that, not only so far as the real estate, but also so far as the personal property is concerned, the validity and interpretation of her will must depend upon the laws of the state of Illinois.

Counsel for the defendant trustees further claims that the court should not entertain jurisdiction of the action, because [663]*663it will be necessary to pass upon the validity of a trust created under the laws of the state of Illinois. The answer to this contention is, the court has no occasion to pass upon the validity of the trust. This question, as to the validity of the trust under the laws of Illinois, has been disposed of by the highest court in that state, which has held that the will and codicil do establish a valid trust in favor of the plaintiffs and Mrs. Macfie.

Counsel for the defendant trustees also claims that the court ought not, even if it has the power, to compel the trustees to convey the real estate and personal property in question, as prayed for in the complaint, because the Supreme Court of Illinois has decided that they hold such real estate and personal property in trust, and that although such trust is void under the statutes of New York a decision in this action compelling them to make such conveyance would conflict with the decision of the courts of Illinois in Jones v. Jones, 124 III. 254. The answer to this contention is that this court is well aware that the judgment in Jones v. Jones, 124 III. 254, is binding on all the parties to this action, and will not disregard the judgment in Jones v. Jones, 124 III. 254, and compel the defendant trustees to make such a conveyance. I see no reason, however, why, if a proper case has been made out, this court should not compel the defendant trustees to account, and to pay over to the plaintiffs a portion of the income of the property held in trust by them. It is not necessary in disposing of the question of an accounting, and of the payment o‘f income, for this court to determine what the common or statute law of the state of Illinois is in regard to the creation and validity of trusts. The only questions which the court will determine are, whether the defendant trustees have performed their duties in accordance with the judgment rendered in Jones v. Jones, 124 III. 254, and whether, if they have not, it will compel them to do so. There was a long litigation in the courts of Illinois, and, as above stated, the defendant trustees contended that no trust existed in favor of the plaintiffs and Mrs. Macfie, but such contention was not sustained, the [664]*664court holding that the trustees held one-fifth of Mrs. McOagg’s estate in trust for the plaintiffs and Mrs. Macfie. Since that decision the trustees have for several years refused to pay the plaintiffs any income whatever, and for the court now to decline to take jurisdiction of the action, and send these unfortunate plaintiffs out to the state of Illinois, to obtain their rights through another tedious and expensive litigation, would in my opinion be an act of the grossest injustice to them.

Thwdly. The defendant trustees admit that the decision of the courts of Illinois was as above stated, but their views and intentions as to the execution of the trust devolved upon them by the will and codicil are set forth at page 65 of the brief of their counsel in the following language: “We intend to execute it in the following manner, namely, by retaining all of the corpus in our hands, and investing and reinvesting it, as we think it best not to give any part of the corpu,s to the children of William Ogden Jones. intend to pay all or part of the income, as to us seems wisest, to any one of the children to the exclusion of the other two, and to accumulate the balance, or,' as to us seems wisest, to pay all or part of it to any two, in equal or unequal shares, to the exclusion of the other, and accumulate the balance, or we intend, as to us seems wisest, to pay all of it or part of it to all three, in equal or unequal shares, and accumulate the balance. For the present, however, we propose to pay all of it to Mrs. Macfie, if it seems wisest.”

In my opinion this claim as to the manner in which the defendant trustees are entitled to execute the trust reposed in them finds no support whatever either in the language of the will or codicil, or in the judgments of the courts of Illinois, or in the opinion rendered by Mr.

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Jones v. Jones, 8 Misc. 660, 30 N.Y.S. 177, 60 N.Y. St. Rep. 429 (N.Y. Super. Ct. 1894).

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