Stephens v. Domestic & Foreign Mission Society of the Protestant Episcopal Church

20 Misc. 2d 1061, 197 N.Y.S.2d 369, 1959 N.Y. Misc. LEXIS 2557
CourtNew York Supreme Court
DecidedNovember 25, 1959
StatusPublished
Cited by3 cases

This text of 20 Misc. 2d 1061 (Stephens v. Domestic & Foreign Mission Society of the Protestant Episcopal Church) 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
Stephens v. Domestic & Foreign Mission Society of the Protestant Episcopal Church, 20 Misc. 2d 1061, 197 N.Y.S.2d 369, 1959 N.Y. Misc. LEXIS 2557 (N.Y. Super. Ct. 1959).

Opinion

Hugh S. Coyle, J.

This is an action commenced by the heirs at law and next of kin of John G. Bawn, deceased, for a declaratory judgment, holding that the trust created by the will of the said John G. Bawn, deceased, has failed and that the remainder and residue of the said decedent’s estate has reverted to and [1062]*1062become the property of the plaintiffs herein, and also directing that defendant Society deliver to plaintiffs the proceeds of the said estate held by it.

Plaintiffs have moved this court, pursuant to rule 109 of the Rules of Civil Practice for an order striking out the first, second, third, fourth and fifth affirmative defenses contained in the defendant Society’s answer.

The defendant Society has moved by cross motion for an order, pursuant to rule 113 of the Rules of Civil Practice, and section 476 of the Civil Practice Act, for judgment dismissing the complaint of the plaintiff on the merits.

The will of John G. Bawn, deceased, provided in the second paragraph as follows: “ I do order and direct my just debts to be paid, and all the remainder and residue of my estate, I give and bequeath to the Foreign and Domestic Missionary Society in the United States of America, to hold in trust, for the purpose of Founding or Establishing a Missionary Training School for Chinese Girls and Young Women, and to be placed in some suitable locality in China.”

John G. Bawn died a resident of the City of Philadelphia, Pennsylvania, in the year 1928. His last will and testament, dated September 25, 1922, was admitted to probate on September 30, 1928, in the Orphans’ Court of Philadelphia County, Pennsylvania.

On or about November 17, 1934, the executor of Bawn’s estate transferred and delivered to the defendant Society, a resident of this State, all the moneys, assets and properties constituting the remainder and residue of the estate and the defendant Society has held those assets in its possession and control up to the present time.

Subsequent to November of 1934 studies were made to determine the most suitable location in China for the school; however, the political turmoil of the country, first by reason of the Japanese invasion in 1935, then the entry of the United States into World War II, and finally in 1948 by civil war in China which resulted in the formation of the People’s Republic of China, the present Communist dominated government, prevented literal compliance with the provisions of the will of the Rev. Bawn. In 1950 with the establishment of the Chinese People’s Republic the military and political situation in China caused the discontinuance by defendant Society of all of its charitable, missionary, religious, educational and hospital work on the mainland of China. It necessitated the withdrawal of its American missionary staffs, cut off communication at large [1063]*1063with its fellow churchmen on the China mainland and thereby rendered it impossible to remit funds to China for the use and purposes designated by the will of Rev. Bawn.

Because of the military and political conditions now existing in China, millions of the Chinese people who are opposed to the Communist government were caused to flee from the mainland and seek refuge in Hong Kong, the Philippines, Malaya, Formosa and other parts of southeast Asia. These refugees are known as the Chinese of the Dispersion, and they are, in a great many eases, in extreme want of food, clothing, housing, jobs and spiritual nurture.

Since the Bawn will contained no express provisions for the reversion of the corpus of the trust to heirs or residuary legatees of the testator in the event of failure or inability on the part of the Society to carry out the conditions of the gift, on November 3, 1955, defendant Society filed a petition, pursuant to the provisions of article 79 of the Civil Practice Act, by which it requested the Supreme Court, New York County, to apply the cy pres doctrine to the trust and in the exercise of sound discretion to authorize and instruct the Society to make application of the income from the trust for certain allied purposes until such time as conditions in China should permit resumption of the Society’s previous activities in that country and the disposition in China of the income from said trust in accordance with the desire of the testator thereof. The Attorney-General of the State of New York appeared in the action. The Society moved to have a Referee appointed to hear and report upon the matters set forth in its petition. Upon the filing of the Referee’s report a final order was made on December 6, 1956, by Mr. Justice Irving L. Levey, at Special Term, Part I, of the Supreme Court, New York County. By that order it was found, adjudged and determined that the cy pres doctrine was applicable to the Bawn trust and others incorporated in the same proceeding. The court further ordered, in the exercise of its discretion, that defendant Society be authorized and instructed to make application of the income only of the funds without any unnecessary accumulation thereof for the kindred charitable purposes set forth in the petition, until such time as conditions in China permitted resumption of the defendant Society’s previous activities therein and the disposition of the income from such funds in accordance with the desires of the donors thereof. Since the date of the order the Society has been expending the income from the Bawn trust in the manner as seen by the Supreme Court to be most closely akin to that envisioned by Rev. Bawn. The prin[1064]*1064cipal has been preserved and awaits a change of political conditions on the Chinese mainland.

The issues and questions of law presented by the plaintiffs’ motion to strike the affirmative defenses interposed in defendant Society’s answer and the Society’s cross motion for summary judgment are virtually identical. The plaintiffs contend that the charitable purpose provided for in the will of the Rev. Bawn has been frustrated permanently by the changed political conditions in China; that no kindred charity would effectuate satisfactorily the testator’s intent; and that, therefore, they are entitled to the corpus and accumulated income of the trust.

The defendant Society, on the other hand, contends that the Bawn trust vested in it some 25 years prior to the commence-, ment of this action, and has been actively and responsibly administered by it ever since; that the Bawn will does not provide for a gift over to plaintiffs in the event that changed conditions should permanently or temporarily prevent the continual maintenance of the missionary school in China; and that a court of competent jurisdiction has already determined that the Bawn will expresses a general, rather than narrow, charitable intent, and that the cy pres doctrine is applicable.

The principal issue, therefore, before this court is whether or not the cy pres power should continue to be exercised to preserve a charitable gift.

Although the defendant Society has set out in its answer affirmative defenses that the cy pres order of December 6, 1956, “ * * * is res judicata

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Related

In re the Estate of Othmer
12 Misc. 3d 919 (New York Supreme Court, 2006)
Stephens v. Domestic & Foreign Mission Society of the Protestant Episcopal Church in the United States
14 A.D.2d 562 (Appellate Division of the Supreme Court of New York, 1961)

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Bluebook (online)
20 Misc. 2d 1061, 197 N.Y.S.2d 369, 1959 N.Y. Misc. LEXIS 2557, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stephens-v-domestic-foreign-mission-society-of-the-protestant-episcopal-nysupct-1959.