Read v. . Williams

26 N.E. 730, 125 N.Y. 560, 35 N.Y. St. Rep. 909, 80 Sickels 560, 1891 N.Y. LEXIS 1518
CourtNew York Court of Appeals
DecidedFebruary 24, 1891
StatusPublished
Cited by70 cases

This text of 26 N.E. 730 (Read v. . Williams) 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
Read v. . Williams, 26 N.E. 730, 125 N.Y. 560, 35 N.Y. St. Rep. 909, 80 Sickels 560, 1891 N.Y. LEXIS 1518 (N.Y. 1891).

Opinion

Andrews, J.

The jurisdiction of a court of equity to entertain an action in behalf of the next of kin of a testator for the construction of a will disposing of personal estate where the disposition made by the testator is claimed to be invalid or inoperative for any cause was asserted by the chancellor in Bowers v. Smith (10 Pai. 200), and was maintained in Wager v. Wager (89 N. Y. 161), and in Holland v. Alcock (108 id. 312).

It is true that in such cases the next of kin claim in hostility to the will, but the executors, in case .the disposition made by the testator is invalid or cannot take effect, hold the personalty upon a resulting trust for those entitled under the Statute of Distributions, and thereby the jurisdiction to bring-an equitable action for construction and to have the resulting trust declared by the court attaches as incident to the jurisdiction of equity over trusts. The Code of Civil Procedure (§ 1866) has extended the remedy so as to include suits for construction of devises in behalf of heirs claiming adversely to the will, and it would not be consistent with the spirit of this legislation to narrow the jurisdiction in cases of bequests of personalty. The case of Chipman v. Montgomery (63 N. Y. 221), contains expressions which, considered independently of the facts of the case, may seem adverse to this view, but as was said by Bapallo, J., in Wager v. Wager (supra), “the plaintiffs there had on their own showing no present interest in the property *567 and might never have any.” The ease of Horton v. Cantwell (108 N. Y. 255), was one also where the plaintiff had no interest in the ultimate disposition of the estate there in question, whether the clauses challenged were valid or invalid, and the court decided that she could not maintain the action.

It is not contended that the provision in the third paragraph of the will and the modification thereof in the second paragraph of the third codicil setting apart a trust fund to be perpetually kept by the executors and trustees and their successors, and directing the application of the income for cemetery purposes, can be upheld. These provisions are manifestly void as involving an unlawful suspension of the absolute ownership of personal property.

The principal question in the case relates to the validity of the residuary clause in the second codicil. That clause is as follows: “ Eleventh. After the payment and discharge of my just debts (if any there be), funeral expenses and expenses of administration, and after all legacies and bequests mentioned in my last will and testament, as modified by my codicils, shall have been paid in full, if thereafter there shall be any residue and remainder of my estate and property, I give and bequeath such residue and remainder, after the same shall have been duly converted into money, as follows, viz. : To such charitable institutions and in such proportions as my executors, by and with the advice of my friend, Rev. John Hall, D.D., shall choose and designate.” Subsequent to the death of the testatrix and prior to the commencement of this action, the executors, with the advice and approval of Hr. Hall, made a written choice and designation of certain .incoiqiorated charitable institutions organized or existing under the laws of this state, authorized to take real and personal property by devise and bequest, among whom they directed the residuary estate to be divided. It will be noticed that the particular donees of the gift are not designated in the will. They could not be known until the executors should select, in the manner pointed out, the particular charitable institutions which should take the bequest. The range of selection was unlimited, except that the appointees were *568 to be institutions of charity, and perhaps also it is implied that they were to be incorporated charities, because a provision is made that the institutions selected shall be under no disability to accept the legacy. But beyond this there was no limitation whatever. The selection was not confined to charitable institutions in this state or in the United States. If the power was valid, the executors, with the approval of Dr. Hall, might appoint the gift to charitable institutions anywhere in this country or in foreign countries. The will did not in terms vest the title to the property in anyone pending the exercise of the power of appointment. It was not given to the executors, nor was it given to any particular charitable institution which could be pointed out or ascertained at the death of the testatrix. If the property, under the will, vested anywhere, it was in the whole aggregate incorporated institutions of the whole world, capable of talcing by devise or bequest, subject to being divested in favor of such particular charities as should thereafter be designated by the executors.

The question presented is not an original one in this court. It was decided adversely to. the defendants in the case of Prichard v. Thompson (95 N. Y. 76). There is between that case and this no distinction in principle. In that case the legal title to the fund was vested in the executors in trust. In this case the executors were given simply a power in trust, without clothing them in terms with the legal title to the fund to be distributed. But this creates no legal distinction. The point of the decision in Prichard v. Thompson is that Avhile the laiv recognizes the right of a testator by will to create powers of appointment and selection, and will sustain dispositions of property made pursuant thereto, although the testator himself did not designate the particular individuals in whose favor the power should be exercised, nevertheless, that this right is subject to the limitation that the testator must Himself designate the class of persons in whose favor the poAver may be exercised, with sufficient certainty so that the court can ascertain who Avere the objects of the power, and that a power to select the beneficiaries from among all the members *569 of the community, or all corporations of a particular class, wherever they may exist, however numerous, is void for indefiniteness. Such a power is distinctly in contravention of the policy of the statute of wills. It substitutes for the will of the testator the will and discretion of the donees of the power, ■and makes the latter controlling in the disposition of the testator’s property. That cannot fairly be said to be a disposition by the will of the testator, with which the testator had nothing to do, except to create an authority in another to dispose of the testator’s property according to the will of the donee of the power, with no limitation, except that the distribution shall be made among corporations to be selected from a large class of corporations, wherever existing, answering the description in the will.

The statute of powers does not define all the purposes for which a power over property may be created. It recognizes the existence of powers of appointment and selection which were well known to the common law. But, as pointed out in the opinion of Van Brunt, Oh.

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Bluebook (online)
26 N.E. 730, 125 N.Y. 560, 35 N.Y. St. Rep. 909, 80 Sickels 560, 1891 N.Y. LEXIS 1518, Counsel Stack Legal Research, https://law.counselstack.com/opinion/read-v-williams-ny-1891.