Mount v. Tuttle

40 Misc. 456, 82 N.Y.S. 655
New York Supreme Court·Decided April 15, 1903·Published·Cited by 1 cases

Opinion

Blanchard, J.

This is an action for the construction of the will of Maria B. Mount, late of the city of New York, who died October 3, 1899. This will was probated in the Surrogate’s Court of the county of New York. It was executed December 22, 1880, and contained the following provision, which gives rise to the present controversy: “After the payment of all my just debts and funeral expenses, I give, devise and bequeath all my estate both real and personal as follows: As a thank offering to Almighty God for all His benefits to me, I give, devise and bequeath unto the Beverend Daniel P. Tuttle, Bishop of Utah, the Protestant Episcopal Missionary Bishop for Utah and Idaho, in his corporate capacity, and to his successor or successors in office, the sum of twenty thousand 00-100 dollars, in trust, nevertheless, to erect therewith at such place within the limits of his episcopal jurisdiction as he, his successor or successors shall select, a Protestant Episcopal church building to God’s glory, and the further sum of five thousand 00-100 dollars, in trust, nevertheless, to erect therewith, in the same place, a rectory for the rector or clergyman in charge of said church, to be the property of the aforesaid Protestant Episcopal jurisdiction.” Other bequests follow, and finally the testatrix disposes off her residuary estate. The first question presented is the validity of the legacy, and in that connection it must be decided whether its validity is to be determined by the law of the State of New York, where the testatrix had her domicile, or that of the jurisdiction where the trust is to be administered. It is authoritatively settled in this State that the law of the State [459] of the domicile of the testator must yield to that of the State where the trust is to be administered, although by the law of the latter jurisdiction the bequest is invalid, and even though it be valid in the former jurisdiction. In the case of Kerr v. Dougherty, 79 N. Y. 327, 342, Justice Miller, in delivering the court’s opinion, thus states the law of this State in connection with this subject: “ The question discussed was the subject of consideration in the case of Chamberlin v. Chamberlin, 43 N. Y. 424, and it was held that the law of the testator?s domicile controls as to the formal requisites essential to the validity of the will, the capacity of the testator and the construction of the instrument. It was also decided that where the will was executed lawfully, the validity of the bequests will depend upon the law of the domicile of the legatee and of the government to which the fund by its terms is to be transmitted for administration and the particular purposes indicated by the testator. It was also said by Allen, J., after laying down the foregoing rule: ‘ Whatever may be the law of Pennsylvania, a testator domiciled in that State cannot establish, by bequests of personalty to citizens or corporations of this State, a charity or trust to be administered here inconsistent with the policy or the laws of this State. A gift by will of a citizen of this State to a charity, or upon a trust to be administered in a sister State, which would be lawful in this State, the domicile of the donor, would not be sustained if it was not in accordance with the laws of the State in which the fund was to be administered.’ ” See also Congregational Unitarian Society v. Hale, 29 App. Div. 396, 400. Such being the case, the bequest cannot be sustained by reason of the enactment of chapter 701 of the Laws of 1893 of the State of New York.

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Mount v. Tuttle, 40 Misc. 456, 82 N.Y.S. 655 (N.Y. Super. Ct. 1903).

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Related

Mount v. Tuttle
99 A.D. 433 (Appellate Division of the Supreme Court of New York, 1904)