Levy v. . Levy

33 N.Y. 97
CourtNew York Court of Appeals
DecidedJune 5, 1865
StatusPublished
Cited by81 cases

This text of 33 N.Y. 97 (Levy v. . Levy) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Levy v. . Levy, 33 N.Y. 97 (N.Y. 1865).

Opinion

*100 Weight, J.

By his will, the bulk of the testator’s estate is appropriated to the foundation and endowment of a school in the State of Virginia for educating, as practical farmers, children between the ages of twelve and sixteen years, of warrant officers of the United States navy; and contingently, for educating the children between those ages of certain Hebrew congregations in the cities of Hew York, Philadelphia and Eichmond, and children of like ages of all other Hebrew and Christian denominations. It is, in terms, provided that the institution must be kept within the revenue derived from the endowment, and under no circumstances should any part of the real or personal estate devised or bequeathed for the establishment and maintenance of the school be disposed of, but the rent and income of all such estate shall be held forever inviolate for the purpose of sustaining the institution. To effectuate the intent of the testator, his real property at Monticello, in the State of Virginia, together with the residue of his estate, real and personal, not by his will otherwise disposed of, is given in trust “ to the people of the United States, or such persons as congress shall appoint to receive it.” Apprehensive, however, that the primary devisee and legatee might decline to receive the title and take the necessary steps to execute the trust, in such contingency the estate is given “to the people of the State of Virginia instead of the people of the United States,” provided they, by act of their legislature, accept and carry out the trust as directed; and should the people of Virginia, by neglect of their legislature, decline to accept the bequest, then and, in that event, it is given “ to the Portuguese Hebrew Congregation of the city of Hew York, whose synagogue is in Crosby street, Hew York, and the old Portuguese Hebrew Congregation, whose' synagogue is in Cherry street, Philadelphia, and the Portuguese Hebrew Congregation of Eichmond, Virginia,” provided they procure the necessary legislation to entitle them to hold the estate, and to establish an agricultural school at Monticello for the fatherless children between certain ages, of those, and any other religious societies, Hebrew or Christian. The executors named in the will were *101 directed to invest the funds arising from the estate thus set • apart for the agricultural school in some safe paying stocks as fast as they accumulated, and hold “the whole of the property and estate devised and bequeathed for said school, and in their hands, until the proper steps have been taken by congress, or the legislature of Virginia, or the said Hebrew benevolent congregations, to receive the same and discharge the said executors.” And the testator also gave, for the purposes of fuel and fencing for “ said Monticello farm school,” two hundred acres of wood land from his Washington farm in Virginia.

The validity of this disposition is the subject to be considered. ' If valid in law it is to be so declared, and effect given to the will of the testator. On the other hand, if it cannot be legally upheld, the property goes to his heirs and next of kin; the law giving the ownership to them, in case of an ineffectual devise or bequest.

It is insisted that the disposition is invalid, whether tested by common law rules, or by our statutes in respect to trusts of lands, or the alienability of real, and the absolute ownership of personal estate. It will be my object to inquire whether the ground be well or illy taken.

First. The residue of the testator’s estate is donated, in trust, to establish and maintain perpetually, in a foreign State, a school, for agricultural instruction, of half orphan children of warrant officers of the United States navy. This disposition, it must be conceded, according to the ordinary rules of law, and the general rule in chancery as to trusts, is void. It cannot be claimed that, at common law, there can be a valid devise or bequest to an indefinite object, or a valid use without an ascertained cestui que trust or beneficiary. In legal limitations there must be a definite grantee, devisee or donee; and in the limitation of equitable estates the rule is the same. There must be a beneficiary or certain equitable donee, grantee or devisee. If a trust be well declared, and there be a certain beneficiary, capable of' coming into court and claiming the benefit of the bequest, it is good. On the contrary, if there be no ascertained beneficiary, no definite- *102 ■ ness of purpose will raise a trust. As was said by Tuckeb, J., in the case of Galigo’s Ex'rs v. The Attorney-General (3 Leigh, 457), “in the eye of the law, the intervention of a trustee does not remove a single difficulty. There is no more necessity for a properly defined grantee in a deed, than for a cestui gue trust capable of taking, and so defined and pointed out that the trust will not be void for uncertainty. In short, there cannot be a trustee without a cestui gue trust / and if it cannot be ascertained who the cestui gue trust is, it is the same thing as if there was none.” There being a sufficient declaration of the use, and a certain beneficiary ascertained, the presence or absence of a trustee in the limitation will make no difference, for equity will not allow a gift to fail for want of a trustee. The learned judge who prepared the leading opinion in Owens v. The Missionary Society of the Methodist Episcopal Church (4 Kern., 386), was certainly mistaken in conceding .that, at common law, a limitation, with a trustee named, for a definite purpose, was maintainable, although there was no ascertained beneficiary. It was a mere dictum, which would uphold almost all conceivable trusts, unnecessary to the decision of the case, not having the concurrence of the court, and without any authority cited in support of it, but in opposition to the whole current of authority. There can be no valid trust unless there be a certain donee or beneficiary whom the law will recognize; and if there be, the use will not be defeated, though no trustee be named,, or the trustee named be, in law, incapable of taking. (Powell on Devises, 418; WébVs Oase, 1 Pol. Abr., 609; Saunders on Uses, 58, 389; Wilmott’s Opinions, 22.; Sheppard’s Touchstone, 589; Lewin on Trusts, 105; 2 Story’s Eq. Jur., § 964, 976; Sonley v. Clockmaker’s Company, 1 Brown’s Ch. C., 81; Morice v. The Bishop of Durham, 9 Vesey, 400; Ononany v. Butcher, 1 Turn. &. Russ., 260; James v. Allen, 3 Merivale, 17; Vesey v. Jameson, 1 Sim. & St., 69; Fowler v. Garlike, 1 Russ. & Myl., 232; Ellis v. Selby, 1 Myl. & Craig, 286; Williams v. Williams (per Denio J.), 4 Seld., 540; Dashiel v. The Attorney-General, 5 Har. & John., 400.) ■ In *103

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Bluebook (online)
33 N.Y. 97, Counsel Stack Legal Research, https://law.counselstack.com/opinion/levy-v-levy-ny-1865.