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Case Citation
Legal Case Name

MATTER OF GURNEY Case Brief

Appellate Division of the Supreme Court of New York, Third Department2017
152 A.D.3d 1122 2017 NY Slip Op 05902 59 N.Y.S.3d 587

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Case Brief Summary & Legal Analysis

General Brief
4 min read

tl;dr: A trust left a gift to a specific Catholic school that later closed. The court declined to apply the cy pres doctrine to redirect the funds to other Catholic entities, finding the donor’s intent was to support that particular school, not Catholic education generally. The gift therefore failed.

Legal Significance: This case clarifies the distinction between a specific charitable intent, which causes a gift to lapse if its object ceases to exist, and a general charitable intent, which permits reformation under the cy pres doctrine. It underscores the weight given to specific language and extrinsic evidence in trust interpretation.

MATTER OF GURNEY Law School Study Guide

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Case Facts & Court Holding

Key Facts & Case Background

Margaret E. Gurney created a revocable living trust that, upon her death, directed the distribution of her residuary estate to three institutions. The trust allocated 20% of the residuary to “St. Mary’s Roman Catholic School” at a specific address in Oneonta, New York. In 2011, four years before Gurney’s death, the school permanently closed and its property was sold. The successor trustee, unable to make the distribution, petitioned the court for permission to distribute the school’s 20% share to the other two residuary beneficiaries under New York’s anti-lapse statute, EPTL 2-1.15. The local Catholic parish and diocese (respondents), under whose authority the school had operated, opposed the petition. They argued that the gift should be reformed under the cy pres doctrine (EPTL 8-1.1[c]) and distributed to the parish’s faith formation ministry and a diocesan scholarship fund. The trustee provided deposition testimony indicating the decedent’s intent was to support specific institutions in her hometown of Oneonta, where she had volunteered at the school, rather than to support Roman Catholic education in general. The Surrogate’s Court declined to apply cy pres and granted the trustee’s petition.

Court Holding & Legal Precedent

Issue: Under New York’s cy pres doctrine, does a trust provision making a gift to a specific, named school that subsequently ceases to exist demonstrate a general charitable intent that allows for reformation of the gift, or does it demonstrate a specific intent causing the gift to fail?

The trust did not demonstrate a general charitable intent. The gift to Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat

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IRAC Legal Analysis

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Legal Issue

Under New York’s cy pres doctrine, does a trust provision making a gift to a specific, named school that subsequently ceases to exist demonstrate a general charitable intent that allows for reformation of the gift, or does it demonstrate a specific intent causing the gift to fail?

Conclusion

This case provides a clear precedent for how New York courts distinguish Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut a

Legal Rule

For the cy pres doctrine to apply under EPTL 8-1.1(c), a court Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint oc

Legal Analysis

The court's analysis centered on whether the decedent possessed a general charitable Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, cons

Flash-to-Full Case Opinions

Flash Summary

  • The cy pres doctrine was held inapplicable to a failed gift
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugia

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