People v. Powers

8 Misc. 628, 29 N.Y.S. 950, 61 N.Y. St. Rep. 261
New York Supreme Court·Decided May 15, 1894·Published·Cited by 6 cases

Opinion

Rumsey, J.

The second ground of demurrer is clearly not well taken for several reasons. It does not appear upon the [629] face of the complaint that there are any other charitable and benevolent institutions or corporations in the city of Rochester other than those made parties. If there were, it does not appear that the demurring defendant is prejudiced by the nonjoinder. Anderton v. Wolf, 41 Hun, 571.

The plaintiffs are the People of the state suing through the attorney-general.

The complaint says that one Martha Dunlap, a resident of Rochester, died there on the 15th day of May, 1882, leaving a large estate, having previously made her will, dated March twenty-second of the same year. She had never married. Her only next of kin were two sisters, each owning an estate of over $100,000.

It is stated that the defendant Powers had for many years had charge of the management of the estates of each of the sisters; had been their confidential and trusted adviser in regard to their affairs and custodian of then money and securities, and regarded by Martha Dunlap with especial trust and confidence.

It is alleged that the defendant was himself at that time a man of large wealth, from which it is fairly to be inferred the testatrix felt no particular obligation to make him the absolute devisee of her estate for his own benefit. The will which she made was drawn by the defendant, and, after some legacies, contained a bequest to the defendant of the rest and residue of her property in trust for the testatrix’ sisters during their lives. Then follows the clause which has given rise to this litigation. It is as follows: “ I give, bequeath and devise unto Daniel W. Powers, of Rochester, M. Y., all the property given and devised by the eleventh clause of this will which shall remain after the execution and termination of the said trust at the death of said Haiicy and Mary Dunlap. This gift and devise is made upon the trust and confidence reposed in the said Daniel W. Powers that he will dispose of the said property among the charitable and benevolent institutions or corporations in the city of - Rochester as he shall choose and such sums and proportions as he shall deem proper.”

[630] The defendant, it is alleged, was nominated as executor; was appointed by the surrogate, and took upon himself the duties of that office and reduced the estate to possession. Ko part of the income of the estate of Martha Dunlap was used for the support of her sisters, their own property being ample for that purpose, and the last of the two sisters died in 1889.

The complaint then states that Powers never made any distribution of the estate of Martha, bequeathed to him by the above clause of her will, nor in any way acted in discharge of ., the trust, nor even acknowledged it, but in the year 1892 he repudiated the trust and denied any obligation to distribute any part of the estate pursuant to it, and still so refuses and denies. The five defendants, other than Powers, are corporations organized for charitable and benevolent purposes in the city of Rochester, and in which Martha Dunlap had a special interest. It is alleged further that each of these corporations has either expressly refused or neglected to begin any suit for the establishment of 'the trust. Judgment is asked that the trust expressed in the foregoing paragraph of Miss Dunlap’s will be adjudged valid and enforcible and for other relief which need not here be specified.

There are other allegations in the complaint, but they do not appear to be material upon this issue, whatever may be their bearing should there ever be a trial of the action.

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People v. Powers, 8 Misc. 628, 29 N.Y.S. 950, 61 N.Y. St. Rep. 261 (N.Y. Super. Ct. 1894).

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