Rothschild v. Goldenberg

103 A.D. 235
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1905
StatusPublished
Cited by2 cases

This text of 103 A.D. 235 (Rothschild v. Goldenberg) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rothschild v. Goldenberg, 103 A.D. 235 (N.Y. Ct. App. 1905).

Opinion

Ingraham, J. :

Simon Goldenberg, a resident of the county of Mew York, died on the 19tli day of February, 1897, leaving a last will and testament, dated June 28, 1895, and appointing the plaintiffs the executors and trustees under his will, which was admitted to probate by the surrogate of the county of Hew York, and letters testamentary thereon were issued to the plaintiffs, who subsequently duly qualified. The testator left him surviving the defendant Mary Golden-[237]*237"berg, his widow, but no children, his next of kin being brothers and sisters and the descendants of deceased brothers and sisters. The deceased at the time of his death was the owner of real and personal property located in the State of Hew York amounting to more than $600,000. After making certain specific bequests, tlie testator by the 19th clause of his will left the residue of his estate in trust for the benefit of his wife during her life, and by the 23d clause of his will disposed of the trust estate upon her death. After making several specific bequests of the property held in trust by the 15th subdivision of the 23d clause of the will he disposed of the residue and remainder of the trust fund, and this action is brought to determine the validity of this disposition of such residue. The trust estate is vested in plaintiffs, as trustees during the life of the testator’s widow, and the question of validity of this disposition of the remainder of the trust estate by the 15th subdivision of the 23d clause of the will will not arise until the death of the testator’s widow. As all those interested in the division of the trust are parties and seem to have united in requesting a determination as to the validity of this provision of the will, and as the judgment as entered has determined it, it is probably for the interest of those concerned that the construction and validity of this provision of the will should be determined.

We think an examination of the provisions of the will makes the intention of the testator quite clear. He had no children. He made ample provision for his widow, leaving to her the income of the whole of his property during her life. After her death he gave to certain of his relatives specific legacies from this property thus held in trust, and then provided for the disposition of the residue by the 15th subdivision of the 23d clause of the will as follows: “ I give, devise and bequeath all the rest, residue and remainder of my estate, together with such other estate, both real and personal, as to which for any cause I. may die intestate, after the payment of the foregoing bequests, to Jacob H. Fleiseh, Jacob H. Scliiff, Julius Goldman, M. Warley Platzek, Isaac Wallach, Jacob Rothschild, Simon Ottenberg, Joel Goldenberg and Louis Seeberger, or the survivors of them, all of the City, County and State of Hew York, and it is my wish that said persons apply the said rest, residue and remainder of my estate and property to the creation of some [238]*238charitable or educational institution in the City of New York. I desire to place no restriction upon them with regard to the character of such charitable or educational institution, excepting that I desire the same to be non-sectarian,- and that I do not desire to have the fund hereby created to be divided between existing charities (but this not to preclude said legatees from enlarging or placing upon a solid foundation an existing charitable institution, if they shall deem it advisable so to do), having full confidence that they will found a charity which will add something to the improvement of the physical, moral, or intellectual improvement of those for whose benefit they will create such institution.”

There can be no doubt, I think, that the testator, by this provision, intended to devote the residue of his estate to charity, subject to the provision for the support of his widow during her life, lie could not tell when the property would be available for final disposition, for his wife might live to enjoy the income that he had provided for her for many years; and so he provided that upon the death of his wife this property that had been held in trust to provide her an income should be paid to the persons named, “ or the survivors of them.” The payment was thus to those named as a class and to the survivors at the death of the widow. The legatees who received the bequest were to apply it to the creation of some charitable or educational institution in the City of New York; * * * (not to preclude said legatees from enlarging or placing upon a solid foundation an existing charitable institution, if they shall deem it advisable so to do), having full confidence that they will found a charity which will add something to the improvement of the physical, moral, or intellectual improvement of those for whose benefit they will create such institution.” If the testator had known the institution or charity to which he desired this residuary estate to be devoted, he would have named it in the will; but he preferred to leave that question undetermined, to be settled by the legatees when the property was in a position to be distributed. Upon the death of his .wife the property was to go to those named, ■ or the survivors of them, and it was the testator’s intention that those in whom the property should then vest should determine the particular charity that he wished to establish. This indication of the testator’s intention seems to me to make the provision clear and [239]*239consistent, and furnishes a reason for his not designating the charity that he wished to assist, realizing that in the years that might elapse before the death of his widow, the existing charities might change and new charities come into being, or that conditions would exist which would make the application of the fund to a purpose that was not known when the will was made of more use to those whom he desired to benefit. The first question that is presented is whether there is any legal objection to the court giving effect to this intention.

It may be assumed that prior to the' change of the law of this State in regard to charitable uses by chapter 701 of the Laws of 1893, this intention could not have been given effect for the reason that there was uncertainty in regard, to tlie-beneficiaries. But since the passage of this act, this objection will not defeat a disposition of property to charitable uses. That was decided in Allen v. Stevens (161 N. Y. 123). The will in that case contained provisions somewhat similar to the will in question. There the testator after the termination of a life estate gave the rest and residue of his estate to his trustees thereafter named “ for the purpose of founding, erecting and maintaining Graves Home for the Aged, to be located in the City of Syracuse in the State of Hew York.” He appointed his executors and trustees to execute that trust and directed his executors to convey the property to his trustees for that purpose. It was held that under the provisions of this statute the gift was valid. The court, in speaking of the provisions of the will, said: “ While the place where Graves Home for the Aged ’ is to be located is stated, and the general object of the charity is clearly given, namely, to provide a home for the aged who by misfortune have become incapable of providing for themselves, it is still indefinite as to the territory from which such aged people may be accepted at the home.

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In re the Judicial Settlement of the Account of Proceedings of Smith
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135 Misc. 774 (New York Surrogate's Court, 1929)

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Bluebook (online)
103 A.D. 235, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rothschild-v-goldenberg-nyappdiv-1905.