Knowledge (XXG)

Cy-près doctrine

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877:, 10-cv-04809, U.S. District Court, Northern District of California (San Jose) that allowed a class action settlement that awarded $ 2 million to the plaintiff's attorneys, $ 5,000 to each of the handful of named plaintiffs, and no monetary award to an estimated 129 million class members, citing the cy-près doctrine to give a handful of privacy groups (including all three plaintiffs' attorneys' alma maters and several groups already supported by defendant Google) a share of $ 6 million rather than any monetary award to class members (who would receive approximately four cents each). The case, 51: 724:, nullifying the express purpose of the trust. Some of Jackson's family members attempted to dissolve the trust in order to collect its proceeds, but the court disagreed, invoking cy-près and finding that Jackson's intent would be best served by using the trust "to promote the education, support and interests of the 857:
endorsed cy-près mechanisms in class action settlements, and other American courts followed. Cy-près mechanisms allow money to be used to promote the interests of class members, rather than reverting to a defendant, which could be seen as a windfall to a defendant charged with breaking the law. Judge
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thereupon declared "that the sole purpose for which the trust was created has become impossible of accomplishment" and remanded the case to the trial court, which held cy-près doctrine to be inapplicable, since the park's segregated character was an essential and inseparable part of Bacon's plan. The
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under which property disposed of otherwise than to a legal heir was subject to forfeiture in certain circumstances. Following abolition of mortmain, the modern application of the cy-près doctrine has predominantly occurred in relation to charities, as these are the most important trusts for a general
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The UTC also contains a cy-près rule for noncharitable trusts. It provides that "he court may modify the administrative or dispositive terms of a trust or terminate the trust if, because of circumstances not anticipated by the settlor, modification or termination will further the purposes of the
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where the original particular purpose of the trust has become impossible or impracticable, and the terms of the trust do not specify what is to happen in such a situation. The UTC provides that "if a particular charitable purpose becomes unlawful, impracticable, impossible to achieve, or
870:'s Draft of the Principles of the Law of Aggregate Litigation proposes limiting cy-près to "circumstances in which direct distribution to individual class members is not economically feasible, or where funds remain after class members are given a full opportunity to make a claim". 677:
which allows a court to amend a legal document to enforce it "as near as possible" to the original intent of the instrument, in situations where it becomes impossible, impracticable, or illegal to enforce it under its original terms. The doctrine first arose in the English
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However, the UTC further provides that the court may not apply cy-près where " provision in the terms of a charitable trust ... would result in distribution of the trust property to a noncharitable beneficiary" and also that cy-près may not be used to violate the
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has the statutory power to apply the cy-près doctrine on behalf of a charity where, for example, no trustees remain in a charity or the necessary mandate cannot be agreed. These powers extend to a corporate charity or unincorporated association (which the
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trial court ruled that the trust failed, and that the property reverted to Bacon's heirs. The Supreme Court of Georgia and the U.S. Supreme Court affirmed. The 50-acre (20 ha) park was lost and commercially developed.
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wasteful ... the court may apply cy-près to modify or terminate the trust ... in a manner consistent with the settlor's charitable purposes".
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in the class action context, because cy-près awards serve a punitive effect. Some commentators have criticized the use of cy-près settlements; the
1110: 841: 698: 580: 410: 888: 837: 737: 281: 1168: 1005: 986: 636: 884: 687: 214: 775:. The cy-près doctrine will not be applied where a charity has alternative powers to redirect its funds under its constitution. 573: 200: 713: 1111:"Judge: Google class action 'usual suspects' cash-fling 'smells', Proposed payout gives class members nothing – objectors" 717: 504: 426: 288: 83: 42: 1071: 134: 1158: 915: 810: 476: 207: 892: 854: 374: 1021: 867: 483: 403: 362: 76: 149: 883:, alleges that the award was not "fair, reasonable, and adequate" as required by Rule 23(e)(2) of the 1163: 452: 417: 330: 188: 369: 274: 1094: 943: 939: 797: 459: 350: 256: 120: 67: 33: 935: 323: 226: 175: 1137:"Trends in Class Action Settlements: Developments in the Application of the Cy Pres Doctrine" 840:
held that the park could not continue to be operated on a racially discriminatory basis. The
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In 2018, the US Supreme Court decided to hear an appeal of the Ninth Circuit decision in
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in March 2019. The Supreme Court did not decide on the merits of the case, instead
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in this country". Four years after Jackson's death, slavery was abolished by the
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rules may not cover). Similar powers apply to the equivalent bodies in
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Edmund Jackson v. Wendell Phillips & others, (1867) 96 Mass. 539.
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the case to the Ninth Circuit to review whether the plaintiffs had
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purpose (not private benefit) permitted under English law.
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An example of the doctrine's application is found in the
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Phillips, (1867) 96 Mass. 539, 541. 581: 8: 646: 588: 574: 29: 1003:Section 413(b) of the Uniform Trust Code 984:Section 413(a) of the Uniform Trust Code 760:Charity Commission for England and Wales 930: 928: 926: 924: 908: 750:limited the strictness of the rules of 527: 496: 425: 234: 66: 32: 1022:Section 412 of the Uniform Trust Code 7: 699:Massachusetts Supreme Judicial Court 1072:"Baconsfield: Macon's Missing Park" 27:Court amendment of a legal document 1049:224 Ga. 826, 165 S.E.2d 160 (1968) 838:Supreme Court of the United States 694:settlements in the United States. 25: 1090:"Doling Out Other People's Money" 885:Federal Rules of Civil Procedure 742:The cy-près doctrine applied in 606: 215:Acts of independent significance 49: 1109:Orlowski, Andrew (2014-09-05). 738:Cy-près doctrine in English law 505:Advance directive (Living will) 404:Hague Convention (conflict law) 862:has argued that the term is a 1: 686:, originating in the law of 282:Accumulation and maintenance 84:Joint wills and mutual wills 1185: 735: 135:Incorporation by reference 811:rule against perpetuities 1169:Law of the United States 918:, p. 349 (5th ed. 1979). 855:California Supreme Court 842:Supreme Court of Georgia 411:Application in civil law 208:Satisfaction of legacies 1140:Kroll Business Services 887:, and was heard by the 1061:, 396 U.S. 435 (1970). 916:Black's Law Dictionary 868:American Law Institute 484:Disclaimer of interest 289:Interest in possession 77:Legal history of wills 940:"Cy Pres Settlements" 427:Estate administration 345:Reversionary interest 150:Testamentary capacity 1040:382 U.S. 296 (1966), 722:Thirteenth Amendment 453:Power of appointment 418:Dishonest assistance 189:Lapse and anti-lapse 183:Property disposition 946:Class Action Watch. 384:Governing doctrines 1095:The New York Times 1027:2006-12-14 at the 1008:2006-12-14 at the 989:2006-12-14 at the 944:Federalist Society 798:Uniform Trust Code 784:Uniform Trust Code 460:Simultaneous death 375:Supplemental needs 121:Attestation clause 1135:Rapazzini, Mark, 936:Theodore H. Frank 802:charitable trusts 796:have enacted the 732:England and Wales 688:charitable trusts 598: 597: 227:Pretermitted heir 176:No-contest clause 16:(Redirected from 1176: 1159:Wills and trusts 1143: 1133: 1127: 1126: 1124: 1123: 1106: 1100: 1099: 1082: 1076: 1075: 1068: 1062: 1056: 1050: 1047: 1041: 1038: 1032: 1019: 1013: 1000: 994: 981: 975: 972: 966: 963: 957: 954: 948: 947: 932: 919: 913: 769:Northern Ireland 660: 657: 654: 651: 648: 635: 634: 631: 630: 627: 624: 621: 618: 615: 612: 602:cy-près doctrine 590: 583: 576: 397:Cy-près doctrine 363:Asset-protection 128:Residuary clause 103:Holographic will 53: 30: 21: 18:Cy-pres doctrine 1184: 1183: 1179: 1178: 1177: 1175: 1174: 1173: 1149: 1148: 1147: 1146: 1134: 1130: 1121: 1119: 1108: 1107: 1103: 1084: 1083: 1079: 1070: 1069: 1065: 1057: 1053: 1048: 1044: 1039: 1035: 1029:Wayback Machine 1020: 1016: 1010:Wayback Machine 1001: 997: 991:Wayback Machine 982: 978: 973: 969: 964: 960: 955: 951: 934: 933: 922: 914: 910: 905: 851: 834:Evans v. Newton 826: 822:Evans v. Newton 786: 781: 740: 734: 714:Francis Jackson 658: 655: 652: 649: 609: 605: 594: 515:Forced heirship 489:Inheritance tax 381: 310: 261: 180: 164:Insane delusion 157:Undue influence 139: 112: 40: 28: 23: 22: 15: 12: 11: 5: 1182: 1180: 1172: 1171: 1166: 1161: 1151: 1150: 1145: 1144: 1142:, May 7, 2021. 1128: 1101: 1088:(2007-11-26). 1077: 1063: 1059:Evans v. Abney 1051: 1042: 1033: 1014: 995: 976: 967: 958: 949: 938:(March 2008). 920: 907: 906: 904: 901: 860:Richard Posner 850: 847: 830:Augustus Bacon 825: 819: 785: 782: 780: 777: 736:Main article: 733: 730: 596: 595: 593: 592: 585: 578: 570: 567: 566: 565: 564: 559: 553: 552: 547: 542: 534: 533: 525: 524: 523: 522: 517: 512: 507: 499: 498: 497:Related topics 494: 493: 492: 491: 486: 480: 479: 474: 468: 467: 462: 456: 455: 449: 448: 443: 438: 430: 429: 423: 422: 421: 420: 414: 413: 407: 406: 400: 399: 393: 392: 390:Pour-over will 380: 379: 378: 377: 366: 365: 360: 354: 353: 347: 346: 342: 341: 337: 336: 333: 331:Life insurance 327: 326: 321: 309: 308: 303: 298: 292: 291: 285: 284: 278: 277: 272: 260: 259: 253: 252: 247: 239: 238: 232: 231: 230: 229: 224: 222:Elective share 218: 217: 211: 210: 204: 203: 198: 192: 191: 179: 178: 172: 171: 166: 160: 159: 153: 152: 138: 137: 131: 130: 124: 123: 111: 110: 105: 99: 98: 93: 87: 86: 80: 79: 71: 70: 64: 63: 55: 54: 46: 45: 26: 24: 14: 13: 10: 9: 6: 4: 3: 2: 1181: 1170: 1167: 1165: 1162: 1160: 1157: 1156: 1154: 1141: 1138: 1132: 1129: 1118: 1117: 1112: 1105: 1102: 1097: 1096: 1091: 1087: 1081: 1078: 1074:. 3 May 2019. 1073: 1067: 1064: 1060: 1055: 1052: 1046: 1043: 1037: 1034: 1030: 1026: 1023: 1018: 1015: 1011: 1007: 1004: 999: 996: 992: 988: 985: 980: 977: 971: 968: 962: 959: 953: 950: 945: 941: 937: 931: 929: 927: 925: 921: 917: 912: 909: 902: 900: 898: 894: 890: 889:Supreme Court 886: 882: 881: 880:Frank v. Gaos 876: 871: 869: 865: 861: 856: 853:In 1986, the 849:Class actions 848: 846: 843: 839: 835: 831: 828:U.S. Senator 823: 820: 818: 814: 812: 806: 803: 799: 795: 791: 790:United States 783: 779:United States 778: 776: 774: 770: 766: 761: 756: 753: 749: 745: 739: 731: 729: 727: 723: 719: 715: 711: 707: 706: 700: 695: 693: 689: 685: 681: 676: 673:) is a legal 672: 668: 664: 663:modern French 644: 640: 639: 633: 603: 591: 586: 584: 579: 577: 572: 571: 569: 568: 563: 560: 558: 555: 554: 551: 548: 546: 543: 541: 538: 537: 536: 535: 531: 526: 521: 518: 516: 513: 511: 508: 506: 503: 502: 501: 500: 495: 490: 487: 485: 482: 481: 478: 475: 473: 472:Laughing heir 470: 469: 466: 463: 461: 458: 457: 454: 451: 450: 447: 444: 442: 439: 437: 434: 433: 432: 431: 428: 424: 419: 416: 415: 412: 409: 408: 405: 402: 401: 398: 395: 394: 391: 388: 387: 386: 385: 376: 373: 372: 371: 370:Special needs 368: 367: 364: 361: 359: 356: 355: 352: 349: 348: 344: 343: 340:Life interest 339: 338: 334: 332: 329: 328: 325: 322: 320: 317: 316: 315: 314: 307: 304: 302: 299: 297: 294: 293: 290: 287: 286: 283: 280: 279: 276: 275:Discretionary 273: 271: 268: 267: 266: 265: 258: 255: 254: 251: 248: 246: 243: 242: 241: 240: 237: 233: 228: 225: 223: 220: 219: 216: 213: 212: 209: 206: 205: 202: 199: 197: 194: 193: 190: 187: 186: 185: 184: 177: 174: 173: 170: 167: 165: 162: 161: 158: 155: 154: 151: 148: 147: 146: 145: 144: 136: 133: 132: 129: 126: 125: 122: 119: 118: 117: 116: 109: 106: 104: 101: 100: 97: 94: 92: 91:Will contract 89: 88: 85: 82: 81: 78: 75: 74: 73: 72: 69: 65: 61: 57: 56: 52: 48: 47: 44: 39: 35: 31: 19: 1139: 1131: 1120:. Retrieved 1116:The Register 1114: 1104: 1093: 1086:Liptak, Adam 1080: 1066: 1058: 1054: 1045: 1036: 1017: 998: 979: 970: 961: 952: 911: 878: 874: 872: 852: 833: 827: 821: 815: 807: 787: 757: 741: 708:, where the 702: 696: 692:class action 670: 666: 601: 599: 557:Criminal law 520:Totten trust 396: 383: 382: 351:Testamentary 312: 311: 264:Common types 263: 262: 257:Constructive 182: 181: 141: 140: 114: 113: 58:Part of the 1164:English law 703:Jackson v. 510:Blind trust 477:Advancement 465:Slayer rule 324:Spendthrift 313:Other types 1153:Categories 1122:2018-08-10 903:References 765:common law 671:aussi près 643:Law French 530:common law 319:Protective 296:Charitable 60:common law 893:remanding 436:Intestacy 335:Remainder 306:Incentive 250:Resulting 201:Abatement 196:Ademption 108:Oral will 1025:Archived 1006:Archived 987:Archived 897:standing 864:misnomer 817:trust". 773:Scotland 752:mortmain 726:freedmen 710:testator 705:Phillips 675:doctrine 656:so close 638:see-PRAY 562:Evidence 550:Property 540:Contract 441:Testator 358:Honorary 115:Sections 788:In the 744:England 718:slavery 667:si près 650:  446:Probate 301:Purpose 245:Express 143:Contest 96:Codicil 43:estates 836:, the 824:(1966) 794:states 684:equity 680:courts 528:Other 236:Trusts 62:series 38:trusts 792:many 748:Wales 701:case 532:areas 169:Fraud 68:Wills 34:Wills 771:and 758:The 746:and 647:lit. 600:The 545:Tort 270:Bare 41:and 682:of 669:or 1155:: 1113:. 1092:. 942:. 923:^ 899:. 813:. 712:, 665:: 661:, 645:, 641:; 629:eɪ 617:iː 36:, 1125:. 1098:. 1031:. 1012:. 993:. 659:' 653:' 632:/ 626:r 623:p 620:ˈ 614:s 611:ˌ 608:/ 604:( 589:e 582:t 575:v 20:)

Index

Cy-pres doctrine
Wills
trusts
estates

common law
Wills
Legal history of wills
Joint wills and mutual wills
Will contract
Codicil
Holographic will
Oral will
Attestation clause
Residuary clause
Incorporation by reference
Contest
Testamentary capacity
Undue influence
Insane delusion
Fraud
No-contest clause
Lapse and anti-lapse
Ademption
Abatement
Satisfaction of legacies
Acts of independent significance
Elective share
Pretermitted heir
Trusts

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