Power v. Cassidy

23 N.Y. Sup. Ct. 294
CourtNew York Supreme Court
DecidedDecember 15, 1878
StatusPublished

This text of 23 N.Y. Sup. Ct. 294 (Power v. Cassidy) 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
Power v. Cassidy, 23 N.Y. Sup. Ct. 294 (N.Y. Super. Ct. 1878).

Opinion

Potter, J.:

This is an appeal from a judgment of this court at Special Term. Tbe action was brought by plaintiff individually and as executrix, to obtain a construction of tbe will of John H. Power, deceased who was tbe husband of tbe plaintiff" and a determination of this court upon that portion of tbe will contained in its residuary clause. Tbe court at Special Term adjudged tbe will valid, and that by tbe will tbe real estate of tbe testator was converted into personalty. Tbe plaintiff appeals from tbe judgment declaring that tbe devise to tbe Roman Catholic societies, charities, schools, etc., was valid, and tbe defendant Rice from so much of tbe judgment as declares tbe conversion into personalty. There is also an appeal from tbe order making such charities, etc., parties defendant in tbe action.

Tbe principal question in this case is whether tbe devise of one-third of tbe residue of tbe testator’s estate, which consisted of both real and personal property, to his executors, to be divided by them among such Roman Catholic charities, institutions, schools or churches in tbe city of New York, as a majority of tbe executrix and executors shall decide, and in such proportion as they may think proper, is valid under tbe statute of uses and trusts or powers in trust.

Tbe estate and subject given, and tbe persons named as trustees, are well-defined, certain, and therefore free from difficulty. Tbe question arises from the uncertainty of tbe beneficiaries. The case of Williams v. Williams (4 Seld., 525), which is cited upon this point, has been modified and limited at least in respect to several dicta contained in it. "We think the law is definitely settled by the cases reported since the case of Williams v. Williams, that a trust for undefined beneficiaries is void, however certain the trustees may be, and though the estate vests in the trustees at' [302]*302once upon, tbe death of the testator, and notwithstanding the devise or bequest was for charitable, religious or public uses. (Bascom v. Albertson, 34 N. Y., 584, 592.) There can be no trusts of realty except such as are permitted by the Revised Statutes. (1 R. S., 727, § 45 ; id., 728, § 55 ; Holmes, Ex’r, v. Mead, 52 N. Y., 332; Dillaye et al. v. Greenough, 45 id., 438 ; Levy v. Levy, 33 id., 97.)

The general rule in relation to the necessary degree of certainty as to beneficiaries under a valid trust, is stated in Story’s Eq. Jur., as follows: “If, therefore, a trust be clearly created in a party, but the terms by which it is created are so vague and indefinite that courts of equity cannot clearly ascertain either its objects or the persons who are to take, then the trust will be held entirely to fail, and the property will fall into the general funds of the author of the trust.” (2 Story’s Eq. Jur. (10th ed.), § 979, a; Wheeler v. Smith, 9 How. [U. S.], 55, 79.) In Wright v. Atkins (Turner & Rus., 157), Lord EldoN said, in order to determine whether a trust of this sort is a trust which a court of equity will interfere with, it is a matter of observation and authority that the object must be as certain as the subject.

The trust must be of a such a nature that if the trustee should decease or refuse to act, the court itself can execute the trust. (Morice v. The Bishop of Durham, 10 Vesey, 521.) Under this rule a provision in a will directing the executors to devote the avails of certain real estate, together with any residue, to such charitable and educational objects and purposes, as to them might seem proper and just, is invalid. (Adams v. Perry, 43 N. Y., 490; Morice v. The Bishop of Durham, 10 Vesey, 522.) So a power of appointment to give or devise property, “ among such benevolent, religious or charitable institutions as she may think proper,” hold void, because vague and indefinite. (Norris v. Thompson’s Exr. 4 C. E. Green [N. J.] Rep., 307.) But in order to satisfy the rule above stated it is not necessary that the beneficiaries or cestui que trusts be named; any designations or descriptions by which they be identified or determined will answer the rule. . It is entirely proper, not to say common, to resort to parol proof or proof aliunde the will, to identify or ascertain the beneficiaries, legatees or devisees. (Lefevre Ex. v. Lefevre, 59 N. Y., 434.) It [303]*303is not necessary or material that the beneficiary be definitively ascertained and known at the date of the will, or even at the death of the testator. If the gift is to a well defined class, which is capable of being ascertained to a certainty, when the right to receive it accrues, it is sufficient. (Holmes v. Mead, 52 N. Y., 332, 343.) A devise to trustees to pay the yearly income of lands to the sister of the testator for her life, and after her decease to divide the same among the partners of the testator who should be in partnership with the sister at her decease, or to whom she had disposed of her business, was held a good devise to the persons to whom she disposed of the business when ascertained. (Stubbs v. Sargon, 3 Myl. & C., 507.)

Hoey v. Kenny (25 Barb., 396), was a devise of a life estate to the wife, and to be by her distributed and divided among the testator’s relatives in such shares as she saw fit.

It was proved upon the trial that there are and were numerous Roman Catholic charities, churches, etc., existing in the city of New York, duly incorporated and authorized to take devises and bequests, and these were the classes of beneficiaries named in the will, and from which the executors were to select the objects or corporations which should receive the testator’s bounty.

In the case of Williams v. Williams (4 Selden, supra), it was held that where the beneficiaries were not more definite and specific than the children of the poor of Huntington it was sufficiently certain. I do not understand that this practical application of the rule in quesion has been overruled or condemned by subsequent cases in the court of last resort. If so, it has escaped my attention ; it is some of the principles in the abstract enunciated by Judge DeNIO, in that case, which had been disapproved by that court in later cases. (Bascom v. Albertson, 34 N. Y., 584; Adams et al. v. Perry, 43 id., 487; Holmes v. Mead, 52 id., 337.) But in these cases, while condemning some of the propositions enunciated in Williams v. Williams (supra), the court declared that trusts, which indicate specific and ascertainable classes as the beneficiaries of the trust, are valid. (See Bascom v. Albertson, 592.)

If the beneficiaries are defined and capable of being ascertained with certainty, the rule in relation to certainty of beneficiary is satisfied. (Holmes v. Mead, supra, at p. 343.) The incorporated [304]*304Roman Catholic churches, etc., may be easily ascertained by a reference to the public records kept m the State or city. When they are found, that is the end of the inquiry as to the existence of the beneficiary.

In the case of Williams v. Williams (supra),

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Related

Bascom v. . Albertson
34 N.Y. 584 (New York Court of Appeals, 1866)
Phelps' v. . Pond
23 N.Y. 69 (New York Court of Appeals, 1861)
Lefevre v. . Lefevre
59 N.Y. 434 (New York Court of Appeals, 1875)
Holmes v. . Mead
52 N.Y. 332 (New York Court of Appeals, 1873)
Arnold v. Gilbert
5 Barb. 190 (New York Supreme Court, 1849)
Hoey v. Kenny
25 Barb. 396 (New York Supreme Court, 1857)

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