Loch v. Mayer

50 Misc. 442, 100 N.Y.S. 837
CourtNew York Supreme Court
DecidedMay 15, 1906
StatusPublished
Cited by7 cases

This text of 50 Misc. 442 (Loch v. Mayer) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Loch v. Mayer, 50 Misc. 442, 100 N.Y.S. 837 (N.Y. Super. Ct. 1906).

Opinion

Blanchard, J.

This is an action brought by the plaintiffs, who are now acting as trustees, praying that their account be taken and that they be instructed how to dispose of the moneys remaining in their possession. Immediately after the burning of the excursion steamer General Slocum, on June 15, 1904, when over nine hundred and fifty persons, on an outing conducted by St. Mark’s Lutheran Church, lost their lives, measures of relief were organized. The Mayor of Mew York appointed a committee, which received and disbursed about $125,000. The plaintiffs were appointed at a meeting of the ministers of the Lutheran Church at large to serve as a ministers’ committee and to accept donations [444]*444in relief of the sufferers. The plaintiffs received in donations from all sources $20,313.67, a large part of which came from donors unknown to the plaintiffs, whose identity cannot now he determined and who made their gifts without oral or written instructions as to their particular disposition. $7,691.27 was directed by the donors to be for the use of St. Mark’s Church, and accordingly the plaintiffs have paid over said sum to the church. The balance was given without express directions, except that it was understood that the committee should apply it to the relief of the sufferers from the Slocum disaster. In such relief work the committee has expended $3,390.04, leaving now in its hands the sum of $9,231.66. The plaintiffs state that in no case has an applicant worthy of relief been denied assistance commensurate with his or her loss, where such loss could be relieved by money. Few requests for assistance have heen made to the plaintiffs during the year 1906, and all recent relief, though in some degree connected with the Slocum disaster and its consequences, has been in the nature of pure charity. The plaintiffs state that the indefinite bounds set about the use of the moneys in their possession have now come to be more of a peril than an assistance, and accordingly ask that the court direct what disposition shall be made of the fund. St. Mark’s Church appears in this proceeding as a claimant, and asks by virtue of a resolution of its congregation that the moneys in the possession of the committee be turned over to the church. The donors gave the funds now in the possession of the plaintiffs without reservation and without specific instructions, and merely upon the understanding that in the exercise of good faith and discretion the plaintiffs should apply the donations to the relief of suffering incident to the Slocum disaster. The expression of this purpose, by oral and written declarations and by conduct, impressed upon the funds received by the plaintiffs the character of a valid trust for the benefit of an ascertainable and definite class of beneficiaries. Day v. Roth, 18 N. Y. 448, 453; Gilman v. McArdle, 99 id. 451, 459-461; Bork v. Martin, 132 id. 280, 284; Hirsh v. Auer, 146 id. 13, 19. Since the trust was validly created the [445]*445power to direct the execution thereof would seem upon general principles to he vested in this court. The trust, at the time of its creation, was for the benefit of an ascertainable and definite class of beneficiaries. It clearly came, therefore, within the rule as to definiteness of beneficiaries laid down in Power v. Cassidy, 79 N. Y. 602, and in succeeding decisions discussing that case. Matter of O’Hara, 95 N. Y. 403, 418; Prichard v. Thompson, 95 id. 76, 82; Holland v. Alcock, 108 id. 312, 321; Fosdick v. Town of Hempstead, 125 id. 581, 592; People, etc., v. Powers, 147 id. 104, 111, 112; Read v. Williams, 125 id. 560, 568, 569; Holmes v. Mead, 52 id. 332, 343; Shipman y. Rollins, 98 id. 311, 328, 329. The Act of 1893 (Laws of 1893, chap. 701), providing that charitable gifts otherwise valid shall not be deemed invalid because of indefiniteness of beneficiaries, seems, therefore, inapplicable to the trust in the present case. The validity of the present trust rests not upon the Act of 1893, but upon long-established principles of equity jurisprudence. If the plaintiffs were able to expend all the funds in their possession in the relief of individual sufferers from the Slocum disaster, the Act of 1893 and the law of charitable uses would not have been suggested as applicable to the present case. The plaintiffs being convinced that the funds cannot thus be exhausted, pray that the court apply the doctrine of cypres and direct for what other purpose the fund may be expended. St. Mark’s Church contends that under the rule of cypres this fund should be paid over to it. All parties seem to appreciate that giving the fund to St. Mark’s Church would be a diversion from the original purpose of the trust. The sole question, therefore, is whether such a diversion can be justified by the doctrine of cypres, as it exists in the law of this State. The doctrine of cypres, which was part of the law of charitable uses developed by common law and stated in Statute 43 Eliz., chap. 4; Williams v. Williams, 8 N. Y. 525, has been stated in Pomeroy on Equity Jurisprudence (3d ed., § 1027) as follows: “Where there is an intention exhibited to devote the gift to charity, and no object is mentioned, or the particular object fails, the court will execute the trust cypres, and will apply the fund [446]*446to some charitable purposes similar to those (if any) mentioned by the donor. If the donor declare his intention in favor of charity indefinitely, without any specification of objects, or in favor of defined objects which happen to fail from whatever cause — even though in such cases the particular mode of operation contemplated by the donor is uncertain or impracticable—yet the general purpose being charity, such purpose will, notwithstanding the indefiniteness, illegality or failure of its immediate objects, be carried into effect.’ ” At one time this doctrine seems to have been considered established in New York. Shotwell v. Mott, 2 Sand. Ch; 46; Williams v. Williams, 8 N. Y. 525. Under the influence apparently of the revision of the statutes of New York in 1830, which abolished all uses and trusts in realty not otherwise authorized (1 R. S. 727, § 45), and which failed to authorize expressly all trusts for charitable purposes, it was subsequently declared that the doctrine of cypres had no place in New York law. Beekman v. Bronson, 23 N. Y. 298, 310; Levy v. Levy, 33 id. 97; Bascom v. Albertson, 34 id. 584, 590; Holland v. Alcock, 109 id. 312, 333; Cottman v. Grace, 112 id. 299, 306; Fosdick v. Town of Hempstead, 125 id. 581, 592; Tilden v. Green, 130 id. 29, 45; People, etc., v. Powers, 47 id. 104, 109. It must be noted, however, that at least several of these decisions went no further than denying the existence in New York of that branch of the English doctrine of cypres which held that where gifts are given to charitable uses, which are, illegal in nature, or upon which no particular trusts are imposed, a court of equity has the same powers of disposal over the fund that the Crown had through the royal prerogative of the Sign-manual. This branch of the doctrine of cypres, except in Rhode Island and Massachusetts (Rhode Island Hospital Trust Co. v. Olney, 14 R. I. 449; Minot v. Baker, 147 Mass. 349), has been pretty generally repudiated in the United States. Fontain v. Ravenel, 14 How (U. S.) 369; Pom. Eq. Juris. (3d ed.), § 1027. It should also be noted that as to trusts of personalty it was frequently stated that the Revised Statutes of 1830 did not define the objects for which they could be created, and consequently that such trusts [447]

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Mary Holbrook Russell Memorial Scholarship Fund
189 Misc. 2d 198 (New York Surrogate's Court, 2001)
In Re Multiple Sclerosis Service Organization of New York, Inc.
496 N.E.2d 861 (New York Court of Appeals, 1986)
Estate of Henderson
112 P.2d 605 (California Supreme Court, 1941)
Peck v. Eastern Star Homes
112 P.2d 605 (California Supreme Court, 1941)
People v. Rouss
23 N.Y. Crim. 340 (New York Court of General Session of the Peace, 1909)
Boenhardt v. Loch
129 A.D. 355 (Appellate Division of the Supreme Court of New York, 1908)
Boenhardt v. Loch
56 Misc. 406 (New York Supreme Court, 1907)

Cite This Page — Counsel Stack

Bluebook (online)
50 Misc. 442, 100 N.Y.S. 837, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loch-v-mayer-nysupct-1906.