Yates v. Yates

9 Barb. 324
CourtNew York Supreme Court
DecidedSeptember 2, 1850
StatusPublished
Cited by32 cases

This text of 9 Barb. 324 (Yates v. Yates) 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
Yates v. Yates, 9 Barb. 324 (N.Y. Super. Ct. 1850).

Opinion

By the Court, Wright, J.

The intent.of the testator, manifested by his will, was, after the payment of debts and legacies, to appropriate the remainder of Ms large estate, real and personal, to the endowment and support of a school embracing literary instruction, combined with the pursuits of real life of every practical descriptionthe institution to be called the Polytechny, and to be formed upon the plan, as near as might be, laid down in a memorial presented by him to the legislature of the state of New-York, and the report of a committee and draft of a law founded thereon, during the session of the year 1830. The object, therefore, for which the testator attempted to create a trust of the residuum of his estate was laudable, though the scheme for effectuating it should be regarded as impracticable, and inconsistent with the rules of law. The intent was charitable, and the public were eventually to be the beneficiaries of the use. The end in view was to aid in raising the standard of popular information, and thus, as the testator himself expresses it, “ to give greater stability to the political institutions of the country.”

But though the object, in itself considered, may be meritorious, it must fail if the testator has attempted to carry it out in hostility to established legal rules. The duty of the court is to expound and declare the law, not to make it. The predilections of the judge form no excuse for encroachment upon the province of the legislature. If the testator has aimed at the creation of a trust not authorized by law, or if during the continuance of such trust, the power of alienation is suspended, and the trust term is not legally limited, the trust is invalid, the intent of the testator has failed, and so much of his estate as was the [333]*333subject of the void trust is vested in his heirs at law and next of kin. So, also, if the trust created may be lawfully performed under a power, and the absolute power of alienation is not limited according to law, the power in trust is void, as powers in trust are subject to the same rules, as to the suspension of the power of alienation, as direct trusts. (Hawley v. James, 16 Wend. 185,178.) And let me remark, that although 'a laudable charity may be defeated by applying the provisions of law prohibiting perpetuities, the wisdom of those provisions is not to be summarily impugned. In England, for a long period, the common law courts struggled, aided occasionally by the legislature, against a disposition of the aristocracy to tie up and fetter inheritances indefinitely, to withdraw them from the world of commerce, and prevent their free and untrammelled transmission from man to man. If to render the property and accumulated wealth of England inalienable for an unreasonable length of time, was an evil demanding the efforts of her enlightened judiciary to relieve, how greatly in this country must the evil arising from like causes be magnified. In England, perpetuities were one device for building up and sustaining aristocratical pretension ; here, tending as they must, to tie up and withdraw from circulation the capital of the country, they would be at war with the principles and spirit of our institutions. It is also to be borne in mind, that alienations to pious and charitable uses have been most fruitful devices for locking up property, insomuch that in England, at one period, according to Lord Hardwicke, the clergy and religious houses had contrived to possess themselves of nearly half of the whole real property of the kingdom. (1 Vesey, 223.) “The term mortmain, (says Lewis, speaking of the British mortmain act, 9 Geo. 2, chap. 36,) as its derivation signifies, is not necessarily confined to the landed possessions of corporations ; it equally applies to all property, that, from the nature of the purposes to which it is devoted, or the character of the ownership to which it is subjected, is for every practical purpose in a dead or unserviceable hand. This, it is obvious, is the characteristic of alienations to charitable uses; it is the very nature of such dispositions to withdraw the [334]*334subject" of them from every kind of circulation, since a contrary course defeats- their manifest object.” (Lewis on Perpetuities, 689.) Public policy, therefore, demands that the alienation of property for any purpose shall not be unreasonably suspended. The legislature, with the experience of all Christian nations before them, and with a knowledge of the mischiefs resulting from such suspension; have defined its limits. It is our duty to apply the law, though the charity may fail. It were better indeed that it should fail, than that this court should falter in giving full effect to a wise and salutary restriction.

The term charity does not extend to particular gifts to particular persons. A fund" supplied from private gift for any legal, public or general purpose, is a charity. (2 Sim. & Stuárt, 67, 594.) The’establishment of a school for learning of any description, and donations' for the establishment of colleges and schools, are charities: (2 Howard, 19.) As I have already intimated, the trust created by the will of the testator, of the- residuum of his estate, is for a charitable use. It is intended as a public charity. The question therefore is, can it be exectited ?

The counsel for’the' trustees concede that this charity would not be good in England, on account of the mortmain act. (9 Geo. 2, chap. 36.) That act avoids ¿11 devises to charitable uses. But were it not for that act, they insist, it would be good, and- that the court of chancery, by virtue of an original inherent jurisdiction, independent of the statute of 43d Elizabeth, commonly called the statute of charitable" uses, would eñforcé'its execution ; that the English law of' charities,- including that which authorizes a court of-equity to carry them into effect, was not derived from or founded on the statute of 43d Elizabeth, but was a part of the common law of England before and since that státute was enacted ; and being so, it became a part of the law of this state by constitutional adoption. The conclusion deduced is, that (conceding the statute of Elizabeth never" to have been in force in this state, or to have been" repealed,) the legislature' having repealed the statutes of mortmain, and the provisions of the revised statutes as to uses and trusts having no reference to or effect upon charitable uses and trusts, • if this charity would' [335]*335be upheld in England, by virtue of the common law, independent of any statute, it should be upheld here.

Devises, bequests, and conveyances for charitable purposes were, it would seem, in some cases, enforced at law as a condition, prior to the statute of Elizabeth. (Porter’s case, 1 Rep. 22.) The obligation was lawful, and on a failure to perform, the estate was forfeited. But whether the English court of chancery exercised jurisdiction over charities as such, in any shape, prior to the statute of Elizabeth, has, at least until a very recent period, been doubted. It has not been easy to arrive at a satisfactory conclusion as to how far the present authority and doctrines of the court of chancery in regard to charitable uses, depend upon the statute of Elizabeth, and. how far they arise from its general jurisdiction as a court of equity to enforce trusts, and especially trusts to pious uses. (Story’s Eq. Jur.

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Bluebook (online)
9 Barb. 324, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yates-v-yates-nysupct-1850.