In re the Estate of Thomas
Opinion of the Court
In this proceeding petitioner seeks construction of the First and Second paragraphs of decedent’s will dated December 12, 1941. Paragraph First provides: ‘‘1 give and bequeath to the Armenian Lebanon Sanitorium in Libya, if such institution can be located by my executor hereinafter named, the sum of one thousand ($1000) dollars, it being understood, however, that if the said institution has been destroyed as a result of the present war and is not rebuilt at the time this will is admitted to probate, then I give and bequeath said sum to any Armenian institution in the present mandated Province of Syria”. Examination of the probate proceedings discloses
Paragraph Second provides: “ I give and bequeath the sum of one thousand ($1000) Dollars to a society for assistance to war refugees, preferably Armenian, such society to be selected by my executor hereinafter named ”, Petitioner requests direction because the nominated executor predeceased the testator and also because he is unable to locate any organization engaged in the activities mentioned in said paragraph.
Where the named fiduciary has died, has failed to qualify or for some reason is incapable of exercising the discretion reposed in him, a further question must be answered, namely, whether the discretion conferred upon the named fiduciary was a personal commission which may not be exercised by a substitute or successor fiduciary. The answer depends upon the testator’s intention, to be ascertained from the language employed construed in the light of the relevant circumstances. The court has pursued this line of inquiry and concludes that the primary purpose of the testator was to devote the fund to charity and the method of allocation was secondary in consideration and subordinate in purpose and that the testator’s principal purpose should be effectuated (Matter of Michaels, 7 Misc 2d 439; Matter of Fox, 292 N. Y. 19). Evidence has been submitted that the Armenian General Benevolent Union of America, Inc., is a part
Case-law data current through December 31, 2025. Source: CourtListener bulk data.