Walter v. Walter

60 Misc. 383, 113 N.Y.S. 465
New York Supreme Court·Decided August 15, 1908·Published·Cited by 12 cases

Opinion

Bischoff, J.

Construction is sought as to three independent provisions of the will of Emanuel Walter, deceased, the matter in controversy being contained in the twenty-eighth, forty-second and forty-third clauses.

It appears that the testator, who was unmarried, resided in the city of San Francisco, California, during all the years of his active business life; that he amassed a substantial fortune, and in the year 1894 he left San Francisco, never to return; that he was a native of Germany, and during the interval between his departure from San Francisco and his death, in 1905, he spent much of his time in Europe accumulating a collection of works of art, the subject of the bequest contained in the forty-second clause of his will, which reads as follows:

"Forty-second. I hereby order and direct that my executors shall cause to have all my pictures, paintings, aquarelles, etchings, ivories, bric-a-brac and works of art, wherever found or situate, to be sent to San Francisco, California. The expenses for packing and for transportation of the same to said City of San Francisco shall be paid from my estate. The whole collection of these articles shall be designated and be known by the name of c The Emanuel Walter Art Collection ’ and shall be delivered by my executors to the Art Museum of the City of San Francisco, California, and become the property of said Art Museum forever. This collection shall be kept in a suitable room or in suitable rooms connected with such Art Museum, and such room or such rooms shall be known and designated The Emanuel Walter Art Collection.’
[386] “ For the purpose of providing such a suitable room or suitable rooms, and to keep them in good repair, I hereby give and bequeath to said Art Museum the sum of fifty thousand dollars ($50,000.00).
“ If in the judgment of my executors and trustees it would be advisable to have my nephew Edgar Walter act as superintendent or director of said ‘ Emanuel Walter Art 'Collection,’ and should he be willing to so act, then I hereby order and direct that my executors and trustees shall invest the sum of fifty thousand dollars ($50,000.00) in first-class securities, and the accruing interest of such fund shall be paid to said Edgar Walter as a salary for his services as such superintendent or director, in annual installments. Should said Edgar Walter, however, resign as such superintendent or director, or for any reason become disqualified to serve, then this amount of fifty thousand dollars ($50,000) shall revert to my estate and shall be disposed of in the same manner as hereinafter provided with reference to the rest, residue and remainder of my estate.”

¡Neither at the time when the will was executed in the year 1904 nor at any time was there an association or corporation named the “Art Museum of the City of San Francisco, California,” and the issue presented is whether the testator had reference to the “ San Francisco Art Association,” an organization affiliated with the Regents of the University of California, and constituting the “ Mark Hopkins Institute of Art,” or whether he intended to describe as the legatee the City of San Francisco, which conducted a museum of applied arts, known as the “ Golden Gate Park Museum.”

In March, 1894, when the testator left San Francisco, the Park Museum had not actually come into existence. The building which it subsequently occupied was one of the buildings designed for the “Mid Winter Exhibition” of 1894, and, while the testator visited the exposition and this particular building among others, there is nothing to indicate that he actually knew of the project — developing after .the exposition closed and a surplus of funds was found — to establish a permanent museum of applied arts at this place. On the other hand, the San Francisco Art Association had an [387] established institution for the exhibition of the fine arts, and controlled a very large and well known building- donated for the purpose: Close relatives of the testator were members of the association, and he himself had often attended at its rooms. His nephew, Edgar Walter — designated by the will to act as superintendent of the collection — had obtained his technical training as a sculptor in the Mark Hopkins Institute of Art, the school affiliated with the Art Association, and while assisting the testator in the collection of these works of art in Europe, during five or six summers, had often spoken of the Art Association where specimens of his work as a sculptor were exhibited with mention of their merits in a pamphlet issued by the association and which the testator had seen and commented upon..

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Walter v. Walter, 60 Misc. 383, 113 N.Y.S. 465 (N.Y. Super. Ct. 1908).

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