Tilden v. . Green

28 N.E. 880, 130 N.Y. 29, 40 N.Y. St. Rep. 512, 1891 N.Y. LEXIS 1244
CourtNew York Court of Appeals
DecidedOctober 27, 1891
StatusPublished
Cited by208 cases

This text of 28 N.E. 880 (Tilden v. . Green) 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
Tilden v. . Green, 28 N.E. 880, 130 N.Y. 29, 40 N.Y. St. Rep. 512, 1891 N.Y. LEXIS 1244 (N.Y. 1891).

Opinions

Brown, J.

Samuel J. Tilden died in August, 1886, leaving a last will and testament dated in April, 1884. He left surviving him as his only next of kin 'and heirs at law one sister, two nephews, one of whom is the plaintiff in this action, and four nieces.

The defendants Bigelow, Green and Smith, were by the will appointed the executors thereof, and trustees of the trusts therein created, and the will having been duly admitted to probate in *43 October, 1886, they immediately qualified and entered upon the-discharge of their duties as such.

This action was brought to obtain a construction of the will. By the complaint the thirty-third, thirty-fourth, and thirty-fifth articles were assailed as being invalid, but upon the trial no question was raised as to the two first named and no determination in respect thereto was made. ■

The Supreme Court held that the effect of the thirty-fifth and thirty-ninth articles of the will was to create one general trust for charitable purposes, embracing the entire residuary estate and vested in the trustees a discretion with respect to the disposition of such estate by them. That the testator did not-intend to, and did not confer upon any person or persons, any enforceable right to any portion of said residuary estate and did not designate any beneficiary who was or would be entitled to demand the execution of the trust in his or its behalf and declared the provision of the will relating to the disposal of' the residuary estate for such reasons illegal and void.

It is essential to a proper understanding of the will to read the two articles above named together and they are here quoted,, the last being placed first.

Thirty-ninth. I hereby devise and bequeath to my said executors and trustees and to their successors in the trust hereby created and to the survivors or survivor of them, all the rest, residue and remainder of all the property, real and personal, of whatever name or nature, and wheresoever situated of which. I may be seized or possessed, or to which I may be entitled at the time of my decease, which may remain after instituting the several trusts for the benefit of specific persons; and after making provision for the specific bequests and objects as herein directed, to have and to hold the same unto my said executors .and trustees, and to their successors in the trust hereby created, and the survivors or survivor of them in trust, to possess, hold, manage and take care of the same during a period not exceeding two lives in being; that is to say, the lives of my niece, Buby S. Tilden, and my grandneice Susie Whittlesey, and until the decease of the survivor of the said. *44 two persons, and after deducting all necessary and proper expenses, to apply the same and the proceeds thereof to the objects and purposes mentioned in this my will.”

“ Thirty-fifth. I request my said executors and trustees to obtain, as speedily as possible, from the legislature an act of incorporation of an institution to be known as the ‘Tilden Trust ’ with capacity to establish and maintain a free library and reading-room in the city of Eew York, and to promote such scientific and educational objects as my said executors and trustees may more particularly designate. Such corporation shall have not less than five trustees, with power to fill vacancies in their number; and in case said institution shall be incorporated in a form and manner satisfactory to my said executors and trustees during the life-time of the survivor of the two lives in being upon which the trust of my general estate herein created is limited, to wit.: the lives of Euby S. Tilden and Susie Whittlesey, I hereby authorize my said executors and trustees to organize the said corporation, designate the first trustees thereof, and to convey or apply to the use of the same the rest, residue and remainder of all my real and personal ■estate not specifically disposed of by this instrument, or so much thereof as they may deem expedient, but subject nevertheless, to the special trusts herein directed to be constituted for particular persons, and to the obligations to make and keep good the said special trusts, provided that the said corporation shall be authorized by law to assume the obligations. But in ■case such institution shall not be so incorporated during the life-time of the survivor of the said Euby S. Tilden and Susie Whittlesey, or if for any cause or reason my said executors and trustees shall deem it inexpedient to convey the said rest, residue and remainder, or any part thereof, or to apply the same or any part thereof to said institution, I authorize my said executors and trustees to apply the rest, residue and remainder of my property, real and personal, after making good the said ■special trusts herein directed to be constituted or such portion thereof as they may not deem it expedient to apply to its use, to such charitable, educational and scientific purposes as in the *45 judgment of my said executors and trustees will render the said rest, residue and remainder of my property most widely and substantially beneficial to the interests of mankind.”

On March 26, 1881, subsequent to the commencement of this action, the legislature passed an act incorporating the “ Tilden Trust ” and authorizing it to establish and maintain a free library and reading-room in the city of New York. The institution was organized, and the executors and trustees made to it a conveyance of the residuary estate and the conveyance was formally accepted by the trustees thereof.

The law is settled in this state that a certain designated beneficiary is essential to the creation of a valid trust.

The remark of Judge Wright in Levy v. Levy (33 N. Y. 107), that “ if there is a single postulate of the common law established by an unbroken line of decisions it is that a trust without a certain beneficiary who can claim its enforcement is void ” has been repeated and reiterated by recent decisions of this court (Prichard v. Thompson, 95 N. Y. 76; Holland v. Alcock, 108 id. 312; Read v. Williams, 125 id. 560), and the objection is not obviated by the existence of a power in the trustees to select a beneficiary unless the class of persons in whose favor the power may be exercised has been designated by the testator with such certainty that the court can ascertain who were the objects of the power.

The equitable rule that prevailed in the English Court of Chancery known as the cy pres doctrine and which was applied to uphold gifts for charitable purposes when no beneficiary was named has no place in the jurisprudence of this state. (Holmes v. Mead, 52 N. Y. 336; Holland v. Alcock, supra.)

If the Tilden Trust is but one of the beneficiaries which the trustees may select as an object of the testator’s bounty, then it is clear and conceded by the appellants that the power conferred by the will upon the executors is void for indefiniteness and uncertainty in objects and purposes. The range of selection is unlimited. It is not confined to charitable institutions of this state or of the United States but embraces the whole world.

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Bluebook (online)
28 N.E. 880, 130 N.Y. 29, 40 N.Y. St. Rep. 512, 1891 N.Y. LEXIS 1244, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tilden-v-green-ny-1891.