Smith v. Havens Belief Fund Society

118 A.D. 678, 103 N.Y.S. 770, 1907 N.Y. App. Div. LEXIS 736
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 5, 1907
StatusPublished
Cited by8 cases

This text of 118 A.D. 678 (Smith v. Havens Belief Fund Society) 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
Smith v. Havens Belief Fund Society, 118 A.D. 678, 103 N.Y.S. 770, 1907 N.Y. App. Div. LEXIS 736 (N.Y. Ct. App. 1907).

Opinion

Claeke, J.:

This action was brought by the plaintiff as executor of. the last will and testament of Charles G-. Havens, deceased, and trustee under his will. The purpose of the action was to have determined whether or not certain provisions of the will creating annuities and providing for their payment by a charge in the first instance, upon certain real estate, created valid or invalid trusts. The plaintiff also desired to render his account as executor and trustee and to have the same judicially settled.

By their answers a number of the defendants attack the whole will and especially the 20th and 21st clauses thereof and ask judgment declaring the various gifts and devises in the will contained to be illegal and void.

Charles G. Havens, the testator, died in the city of Hew York on January 7, 1888, in his seventy-ninth year, leaving a last will and testament dated July 20, 1886. He was a bachelor, had been for many years a practicing lawyer, and left a substantial fortune. Upon the probate proceedings all the heirs at law and next of kin of the testator were cited and many of them, including certain of "the defendants-appellants, answered the petition for probate,- setting forth substantially the same objections- to the will set up in their answers to the complaint in this action. After a trial the will was sustained by the surrogate (Matter of Havens, 6 Dem. 456), and a decree was entered admitting the will to probate and establishing it as a will of real and "personal property.

From said decree an appeal was taken to the General Term of the Supreme Court, which appeal was subsequently dismissed. Under this decree, letters testamentary were issued to Clifford A. Hand, and thereafter and until his death in August, 1901, Mr. Hand, as such executor, carried out the provisions of the will and disbursed [680]*680over $1,000,000 to the legatees and annuitants and the residuary ■ legatee, the Havens Belief Fund Society. Upon the death of Mr. Hand, letters testamentary were issued to Isaac P. Smith, the plaintiff, who brought the present action.

On the 31st of December, 1870, Mr. Havens and seven associates signed and verified a' certificate of incorporation of the Havens Belief Fund Society, stating that * * * desiring to associate ourselves for benevolent and charitable purposes and to be an incorporated society as authorized by the laws of the State of Hew York, do hereby certify in writing: * * *. Second: That the particular business and objects of such society shall be the receipt of such money and property as shall be voluntarily contributed, paid, conveyed, devised, bequeathed or in any way transferred to the Society, and the investment of the same to produce an income and the application of the income from time to time through corporate or private agencies to the relief of poverty and distress and especially the affording of temporary relief to unobtrusive suffering endured by industrious or worthy persons, but including the bestowal and distribution of any part of such income to and among benevolent and charitable institutions, objects or persons such as shall be deemed most useful and deserving or judicious, considering the different modes of application and expenditure or use of funds and' the practical results, and including the right to employ and superintend almoners without being required or undertaking to act immediately or directly as almoners, and generally in respect to any property received by deed or will for any benevolent or charitable use. or purpose including the right to comply with the directions of the donor in regard thereto.”

On the same day a justice of.the Supreme.Court, in writing, consented, that the certificate be filed and the society mentioned be incorporated and approved of such filing and incorporation, and upon the 3d of January, 1871, the original was filed in the office of the Secretary of State and in the office of the clerk of the city and county of Hew York.

On April 5, 1871, the Legislature passed chapter 301 of the Laws of that yéár, which, by its "terms, took effect immediately, entitled “ An Act increasing the corporate powers of The Havens Belief Fund Sociéty.’ ” The act provided: “ Section 1. The Havens Belief [681]*681Fund Society, incorporated under the laws of this State, and whose purposes or business and objects are” — setting forth in ipsissimis verbis the language of the hereinbefore recited certificate of incorporation — “ is hereby authorized to receive by gift, devise, bequest, subject to all provisions of law relative to devises and bequests by last will and testament or other voluntary contribution, any money or property, and to so apply the same to the said purposes of its incorporation, or any or either thereof, without being limited to the amounts now limited by law, and to continue the incorporation so long as may be requisite thereto; provided, however, that the amount of such contributions which may be so received from persons other than those named in the certificate of its incorporation, shall not exceed the limit allowed by law for gifts or contributions to associations or incorporations for benevolent and charitable purposes.”

Mr. Havens was the originator of the scheme of this society and the certificate of incorporation and the act alluded to were procured at his instance and request. The'society had been in active existence from the time of its incorporation in 1811 for seventeen years at the time of testator’s death and during that period he .had contributed for its use upwards of $25,000. In the 20th clause of his will, executed July 20,1886, about eighteen months before his death, it was provided that “ All the rest, residue and remainder of my estate and property, real and personal, and wheresoever situate, of or to which I may die seized, possessed or entitled, I give, devise and bequeath the same to my said executors upon trust to sell and dispose of the same and convert the same into cash or cash securities or investments and pay over the net proceeds thereof to the Havens Belief Fund Society,’ a corporation organized under the laws of the State of Hew York (of which I am and from its beginning have been a trustee), to be. held and applied by the said society for the purposes of the incorporation thereof, it being my wish, however, that the principal be kept invested and only the income distributed or expended for the charitable purposes of the society. And in this residuary property shall pass and be included all estate and funds and property which by decease of legatees or from other cause shall not be actually required to satisfy the hereinbefore contained provisions of this my will, and all principal sums which shall cease to be required to produce and pay annuities or other charges or supas.,”

[682]*682In affirming the judgment here appealed from, it would be unnecessary to add anything to the able opinion of the learned court at Special Term (44 Mise. Rep. 594), which we approve and adopt, were it not for the fact that two points have been elaborately presented upon the argument and in the briefs before us, in regard to which we deem it proper to add a word to the matters discussed in the opinion below.

The appellants claim that the Havens Relief Fund Society did not attain valid corporate existence under its certificate of incorporation nor under chapter 301 of the Laws of 1871.

It is quite clear that the validity of the corporation cannot be attacked in this proceeding.

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Bluebook (online)
118 A.D. 678, 103 N.Y.S. 770, 1907 N.Y. App. Div. LEXIS 736, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-havens-belief-fund-society-nyappdiv-1907.