119 Wis. 262 | Wis. | 1903
Lead Opinion
The testatrix, Abby S. Harris, by her will,, now before us, has earned the right that her name be writ large among those who loved their fellowmen, and has sought to give her charity practical efficacy in a most wise and admirable field and generous form. Much as we must admire-such efforts to promote the welfare of her fellows, we are-nevertheless burdened with the duty of testing the scheme-adopted by the testatrix by the rules and limitations which the legislature has deemed wise to impose for the protection of the welfare of the community in other directions.
The appellants contend that the scheme involves such suspension of the power of alienation as is forbidden by sec..
The question is one purely of statutory construction. However fully members of this court may believe in a policy which would permit perpetuities in charitable grants, we should transcend our rightful powers should we attempt to establish or enforce such a policy in defiance of legislative declaration of a different one. We may therefore dismiss from present consideration those decisions of courts elsewhere, acting under different statutory conditions, in support of either a liberal or a restrictive policy. Our original statute on the subject (secs. 14, 15, ch. 56, N. S. 1849) was taken in hcec verba from New York, and declared:
“Sec. 14. Every future estate shall be void in its creation, which shall suspend the absolute power of alienation for a longer period than is prescribed in this chapter; such power of alienation is suspended, when there are no persons in being, by whom an absolute fee in possession can be conveyed.
“Sec. 15. The absolute power of alienation shall not be suspended, by any limitation or condition whatever, for a longer period than during the continuance of two lives in being at the creation of the estate, except in the single case mentioned' in the next section.”
In this there is no express exception of grants to charitable uses. The words are general, and only in defiance of their literal force could any such exception be allowed. At the time.they wore adopted from New York, no court of last resort had placed any qualification upon their literal meaning. True, an assistant vice chancellor (Sandford) had expressed an opinion that charities were intended to be excepted (Shotwell v. Mott, 2 Sandf. Ch. 46), but he, of course, spoke without final authority, subject to review by higher courts. The literal efficacy of this statute apparently was neither questioned nor affirmed in Wisconsin until Ruth v. Oberbrunner, 40 Wis. 238, in 1876, in which it was decided that the cognate
“In section 2039 amendment is made to allow grants or devises in perpetuity to literary or charitable corporations. It*270 is thought that this ought not to be extended to religious corporations, but left only to those which are formed for advancing literary or charitable ends. The decision in Ruth v. Oberbrunner, 40 Wis. 238, shows a defect in the law as it is, which is generally admitted to require amendment. We have endeavored to afford it without too great innovation. In that spirit it is provided that corporations under our laws can alone enjoy the benefit of such a grant, because they are within legislative control under the constitution, while they •can readily be formed to possess all necessary powers for the full enjoyment of all the benefits which should follow such a provision in the law.”
According to all canons of construction, such a history as this ought to exclude any supposition that the legislature in 1878 intended a further exception in favor of all grants for charitable purposes. Such a supposition would convict them •of utter redundancy in the newly enacted express exceptions. It would ignore the maxim, expressio unius esi exclusio alte-rius, and would deny to the general words of prohibition their natural meaning and force. As an original question of construction, we should feel entirely clear that any suspension of the absolute power of alienation, excepting those expressly exempted in the statute itself, for whatever purpose, charitable or otherwise, was intended to be prohibited by the legislature in 1878. Such view of the legislative intent and understanding is confirmed by various enactments excepting grants for specific charitable purposes. Illustrations are subd. 4, sec. 561j, Stats. 1898, authorizing grants to the board of control for any purpose connected with institutions under their management, and providing, “No such conveyance or devise shall be subject to the limitations provided in ■other cases;” also subd. 3, sec. 389, Stats. 1898, authorizing gifts for benefit of university, “without being subject to the limitations and restrictions provided by law in other cases.” The latter enactment is understood to have been prepared by one of the commissioners who drafted sec. 2039, R. S. 1878.
“The English doctrine of perpetuities applied to estates both real and personal, and grew up by a series of judicial decisions. Perry on Trusts, secs. 377, 379. It appears to have been applied to private trusts, but not to trusts for charitable uses, which usually are essentially and indefinitely permanent. Perry, secs. 384, 687, 736;”
and then proceeded to quote from Odell v. Odell, 10 Allen, 1, 6, the reasons in support of such policy. No attempt was made to declare that our statute makers had adopted that policy, but the statutes were east aside for the reason that they applied only to real estate, from which consideration the court proceeded to reason that all grants of personalty, whether for charitable or private uses, were intended to be relieved from any restraints as to perpetuities. That this was the ground of decision is rendered even more obvious by the accompanying case of Gould v. Taylor Orphan Asylum, where it is said (46 Wis. 117, 50 N. W. 423):
“The same view is taken of the will in this case as of the will in Dodge v. Williams, that the whole scope and tenor of the will demonstrate that the power of sale was mandatory, and that it is therefore to be considered as a will of personalty only. In this view, the principles upon which the charitable*272 bequests are sustained in Dodge v. Williams are as applicable to this as to that case.”
That no exemption from tbe statute against perpetuities in favor of charitable grants of realty was declared in these two cases is fully confirmed by the next case on the subject, De Wolf v. Lawson, 61 Wis. 469, 21 N. W. 615, where was a devise of realty, in trust to rent the same for twenty years, and to pay the net rents to two specified churches for the support of the preaching of the gospel therein, admitted to be a charitable purpose. The devise was assailed by the successful counsel in Gould v. Taylor Orphan Asylum, and the opinion written by the same justice. They both assume, in brief and opinion, that the statute prohibits perpetuities in real estate for any charitable uses save only such as are expressly excepted by the amendment of 1878, and, notwithstanding a vigorous contention that such statute did not apply to charities at all, supported by citation of Dodge v. Williams, Williams v. Williams, and Shotwell v. Mott, the court decided this devise void because the express exception was too limited to include it. Surely, if Dodge v. Williams and Gould v. Taylor Orphan Asylum, had decided anything adverse to this, Cole, C. J., and Mr. Fish must have known it.
In Webster v. Morris, 66 Wis. 366, 28 N. W. 353, certain perpetual charitable trusts were sustained by holding that the estate was converted into personalty, and that “the statute applies only to real estate.” Again, as already stated, the statute was applied to charitable devises in Beurhaus v. Cole, 94 Wis. 617, 69 N. W. 986, although counsel for the city urged its nonapplicability on the same grounds, and cited the same cases now relied on. Further, after Harrington v. Pier, already referred to, came the case of Becker v. Chester, 115 Wis. 90, 91 N. W. 87, 650, where this court, after great consideration and debate, decided to adhere to the conclusion reached in Dodge v. Williams, to the effect that by adoption of our statute prohibiting perpetuities in real estate our leg
It is said, however, that New York, whose decisions, following those above cited, fully support tbe doctrine that tbe legislative scheme or policy was intended to wholly abrogate that of tbe common law, has changed its policy, and now recognizes charitable grants as unhampered; but this change of policy has not resulted from any modification of tbe views of its courts as to tbe construction, force, or effect of tbe statutes wbicb we adopted and have maintained. It has been accomplished by tbe legislature, wbicb in 1893 changed the former statutes. True, tbe enactment making tbe change was given a construction broader than some might think permissible, but none the less tbe change has been accomplished by the legislature, and not by the judiciary. Allen v. Stevens, 161 N. Y. 122, 55 N. E. 568.
Our conclusion on this subject is both that tbe statutes, as an original question of construction, prohibit suspension of the power of alienation for tbe forbidden period, whether tbe grant be for charitable or other purposes, save for tbe express exceptions; also that all tbe prior decisions of this court are in support of such a construction, and tbe question is not an open one in this state. If tbe policy is unwise, it can be further modified for tbe future by tbe legislature, without sacrifice
II. We must therefore proceed to consider whether the bequests and devises under which respondent claims do involve such suspension of absolute power of alienation as is prohibited by secs. 2038, 2039, Stats. 1898. Inspection of the will makes apparent that the testamentary scheme involves a division of the title into two stages, and a separation of the property itself into two, if Jiot three, classes, to each of which stages of title and classes of property different rules of law may apply.
First, there is a period of three years in gross during which all the property is permitted to remain in the hands of three trustees, and is claimed to be inalienable within the prohibition of sec. 2039, Stats. 1898. While the question was perhaps an open one in Wisconsin at the time this case was tried at circuit, it is now settled that the present statute permits suspension of the power of alienation for a gross term not exceeding twenty-one years. Kopmeier’s Will, 113 Wis. 233, 89 N. W. 134. Ilence the ruling of the circuit judge sustaining the devise as against this objection has already been confirmed by this court.
Again, the contention that the fund to be realized out of all the property, real and personal, apart from the homestead, is so tied up in perpetuity, even after it reaches the city, as to be forbidden, is very completely overruled by the recent decision in Becker v. Chester, 115 Wis. 90, 91 N. W. 87, 650, and the cases there cited. We there held, in reaffirmation of the doctrine of Dodge v. Williams, 46 Wis. 70, 1 N. W. 92, 50 N. W. 1103, that neither statute nor rale of common law in this state prohibits perpetuities in personalty. We also held that the absolute power of alienation of real estate is not suspended, within the purview of the statute, when a trustee or other donee of the legal title is given power and au
Thus we are brought to the question whether, after the homestead reached the city of OsKkosh, the absolute power of alienation was to be so suspended that the statute renders void the estate attempted to be conferred upon that corporation. That such estate was a future one at the time the will took effect cannot be doubted, for there intervened the vesting of legal title in the three trustees, Bouck et al., for a term not exceeding three years. If the grant to the city was as trustee merely, with the equitable beneficial interest in others,, suspension of the power of alienation would probably be obvious, for the instrument conferring the legal title upon the city by most obvious implication restrains it in perpetuity from ever parting with that parcel of land. Restraint upon alienation is not inconsistent with a mere legal title in trust for others, and its disobedience, or any abandonment of the enjoined use, may be prevented by a court of equity at the instigation of those who are to enjoy the benefits as cestuis que trustent. Kopmeier's Will, 113 Wis. 233, 89 N. W. 134. It becomes important, then, to ascertain what sort of title to the homestead the will directs to be conveyed to the city of OsKkosh.
In considering the quality of such title, it is first to be noted that the will nowhere declares that such land is to be held in trust by the city. The sole declaration is that the
“But no person, can be both trastee and cestui que trust at the same time, for no person can sue a subpoena against himself. Therefore, if an equitable estate and a legal estate meet in the same person, the trust or confidence is extinguished,, for the equitable estate merges in the legal estate.”
Obviously, a deed of premises to A.,.to be irsed by him only for a residence for himself, would not create a trust. It would create merely some form of legal title, either complete or.limited, and the right to insist on such limits would be a legal one. The devise under consideration seems almost as simple as the last illustration. The land in question is given to be used as a site for a public library. The maintenance of a public library and ownership of a site therefor is one of the strictly corporate functions of the corporation to which legal title is givfen. Secs. 931-936, S. & B. Ann. Stats.; sec.
Tbis being so, and tbe direction of tbe will being tbat tbe property be conveyed to it absolutely, with no limitation except such as results from the direction that a public library be perpetually maintained thereon by expenditure of all the income of tbe fund consisting of tbe devised property and tbe equal sum contributed by the city, tbe title taken is a fee; either fee-simple absolute or a base or conditional fee, according as the limitation be considered repugnant to tbe grant and void, or a valid condition subsequent upon which title shall determine. Sec. 2026, Stats. 1898; 1 Washburn, Real Prop. (5th ed.) 83. The taking of such complete title is, however, subject to tbe further inquiry whether the attempted limitations upon the use or disposal bring the sitúa-' tion within the statute against perpetuities, so as to render the attempted estate void. That, then, is the next question.
When a fee is granted, limitations inconsistent with a fee, either on the use or on the grantee’s freedom of conveyance, are deemed to be void, as repugnant to the main purpose of the grant, unless, by reasonably direct language, disobedience of such limitations is declared a condition subsequent upon which the title conveyed is to terminate. The law does not permit the grantor to convey full title to land, and yet to restrain the conduct of the grantee with reference thereto in respects essential to a fee, though equity does recognize such
If the intent of the testator was merely to vest a fee in the city upon condition subsequent that it should terminate and be. divested upon failure to use the homestead as a library site, or to devote all income from the other property to maintenance of a public library, then, as we hold that no equitable title is created, it follows that the rest of the legal title is in some one else, either vested or contingent, or both vested and contingent. Either there is remainder to the class composed of the heirs of testatrix and those of her husband, or a re-versionary right by descent in the heirs of testatrix alone. Whether one or the other is immaterial, for in either case the interest of remaindermen or reversioners is vested, within the definition of our statute pertaining to the subject of per-petuities (sec. 2037, Stats. 1898), which declares an estate to be vested “when there is a person in being who would have an immediate right to the possession of the lands upon the ceasing of the intermediate ol" precedent estate.” • Obviously, if the city’s intermediate estate were to terminate at this moment, the persons entitled to take as remaindermen or re-versioners are in being. This subject and the meaning of this statute are so fully treated in Moran’s Will, 118 Wis.
We therefore conclude and hold that (a) the title conferred upon the city is not in trust, but a fee; (b) if the restraints upon use or disposal of the homestead are limitations merely, they are so repugnant to the grant as to be void; and (c) if a condition subsequent is imposed thereby, so that on breach of those' limitations the fee is to determine, the future estate in possession dependent upon such condition is so vested that the absolute power of alienation is not meanwhile suspended; and, ultimately, that the devise first to trustees, and then to the city of Oshkosh, is valid.
It is urged by appellants that such conclusion as we have now reached conflicts with the decision in Beurhaus v. Cole, 94 Wis. 617, 69 N. W. 986, in which case two parcels of real estate were granted to the city of Watertown “in trust” to be used in perpetuity, one as the location for “a home for aged and poor people of the city,” the other, outside the city limits, as “a driving park and agricultural grounds.” The obvious 'distinction between the two cases is that in the present we conclude that no trust was created, while in the former it was conceded by both litigants and assumed by the court that the only title conferred on the city was in trust and as trustee, so that express or necessarily implied prohibition against alienation was effectual. Whether the court might have reached a different view as to the quality of the title granted as to one or other of the parcels of land, had the question been raised and investigated, we need not decide. Its ultimate decision was based on an assumed condition which does not exist here. It may properly be remarked, however, that there were circumstances in the Gole Case, absent here, tending to support at least the contention that only a trust
Eor tbe reasons stated, we bold that tbe assignment and •distribution of certain portions of tbe estate to tbe trustees, Bouch et ad., for tbe purposes expressed in tbe final or’der of tbe county court, was in accordance with law, and, there being no other complaint of that order, that its affirmance by tbe circuit court was without error.
By the Court. — Judgment affirmed.
Dissenting Opinion
(dissenting upon a prvmary question, but concurring in the judgment). Tbe inspired apostle proclaimed more than 1800 years ago: “Charity never faileth.” That sentiment has ever dwelt in tbe heart of man as tbe better part of him. It has been crystallized into tbe governmental system of every civilized community and in none more ■significantly than those blessed with tbe common law. Courts of chancery bave been for centuries, and from their earliest history, its special guardian. In their administration it was
The public misfortune that would be involved in a loss of tire great charity which the benevolent woman designed for the people of her city has been averted, but by pure accident, so to speak, since it does not seem likely that she, or her advisers, had in mind at the time her scheme was put in form that invention of courts, made to permit avoidance of the statute on the subject of perpetuities, that a conveyance to a corporation for a particular purpose of a charitable nature does not create a use or involve a trust implying an equitable title in others, but is a conveyance of the whole title subject to be defeated upon a condition subsequent; nor have in mind the conditions subsequent, expressly embodied in the devise, — as a means of saving the creation from being destroyed by the statute. It is not probable that any one concerned in the matter suspected want of power in the donor to do with her own what she wished, the purpose being public and there being no fatal indefiniteness in her creation.
It is much to be regretted that this court, upon a review of its entire judicial history, has reached the conclusion that it
Some reference seems proper, if not necessary, to the statement found in the opinion of my brethren, that counsel for respondent, in their brief, made an unwarranted use of Harrington v. Pier, 105 Wis. 485, 82 N. W. 345, in that they gave heed to obiter discussion in the opinion. The court used this language in the opinion here: “Counsel urge that expressions found in the opinion in Harrington v. Pier, 105 Wis. 485, 82 N. W. 345, invite the profession to believe the' question is still an open one,” referring, as will be seen, to the question of whether realty conveyed in trust for a charitable use is excepted from the statute on the subject of perpetuities. Now we have searched the brief of counsel with all the care we can devote to the matter in order to discover what “expressions” are referred to, but cannot find anything that at all satisfies the court’s suggestion, except language to the effect that In the Harrington Gase the reasoning and conclusion of the New York court in Levy v. Levy, 33 N. Y. 97,
It may be that that part of my brethren’s opinion above discussed goes upon the theory that a proposition decided in the Harrington Case, though presented for decision and vital to the right of the matter in some aspects thereof, was not germane thereto because not necessarily decided, some other point being decisive of the case, in any aspect thereof, hence that such proposition might have been entirely omitted, and the discussion thereof be properly regarded as obiter. I cannot think for a moment that such a position would be considerately taken, and I have the strongest evidence thereof in this ease where the grounds are stated for the decision, as we will hereafter show. If I am wrong in this, then the sugges
We deem it well settled that it is proper to consider and decide every question on appeal that might influence the final result in any aspect of the matter. Dodge v. Williams is a striking example of that method of judicial treatment of a subject, and the regard which has been shown for the points decided by such treatment is a clear demonstration of what I have said. The case is peculiarly significant because what is there said in deciding a nonessential proposition, and the conclusion reached, after being referred to repeatedly by individual justices in subsequent cases as obiter, were later decided to be judicial determination of the highest importance. There, counsel who attacked the trust appealed to the statutes on the subject of perpetuities and trusts. It would have been sufficient for that to have said that such statutes were confined to realty. However, evidently considering that such treatment of the matter would not be in all respects a fair response to the argument of distinguished counsel in the case, the court proceeded to show that the policy that dictated the statutes did not include charities. On that, reference to the fact that the common-law doctrine was in harmony therewith was proper, and such reference, in effect, was a decision on the subject, holding that our statutes should be so regarded; yet the court, ex industria, kept the door open on that question as to realty, using language to indicate that what was. said was not to be deemed an authoritative decision on that subject. The question was legitimately suggested for argument, and was decided, though not generally, because of the restriction which the court placed upon it. That must be so upon the general rule that all questions assumed to be involved and decided in reaching a conclusion on an ultimate issue are deemed to be as effectually solved as such ultimate issue itself.
We will now take up the task of comparing the situation in New York, when it returned to the doctrine of Williams v. Williams, with our own, endeavoring to show that the insurmountable difficulties to our doing likewise do not exist.
When our statutes were adopted the law of New York, without room for sound controversy, was supposed to be clearly voiced in Shotwell v. Mott, 2 Sandf. Ch. 46, decided in 1844. That decision, it must be assumed, was familiar to those responsible for our initial legislation at the time thereof. Therein, by the most emphatic language, it was held that the statutory system of New York did not deal with trusts for charitable purposes, and, inferentially, that conveyances for such purposes were not governed by general statutes, but by common-law principles. Perhaps it is true that in adopting such system here four years later it cannot be claimed that such construction was irrevocably embodied therein under the general rule on that subject; yet to reject it as not having any weight at all, worthy of mention, in regard to the legislative purpose, would not seem to be proper. We should not treat the decision as of such little importance, in view of the fact that it is now dignified by the highest
“The statute, modified as we find it, was adopted in this state in 1848. It bad then received a judicial construction in New York [referring to two cases, Shotwell v. Mott being one of them]. . . . They were received as tbe law of tbe state, and were never judicially questioned until 1850; and they have since been affirmed by tbe most carefully considered decision of tbe court of last resort, and tbe rule of that decision has been tbe established judicial construction of tbe statute for twenty years. With such judicial construction, so previously given, and so subsequently ratified and confirmed, tbe statute was adopted here; and by that construction this court is bound. And by that construction, charitable uses and trusts are excluded entirely from tbe statute.”
As above indicated, Shotwell v. Mott was followed by an unqualified adoption of tbe doctrine thereof in Williams v. Williams, tbe same being broadened out so as to plainly include all questions as to tbe power of tbe court to deal with' trusts for charitable purposes, characterized by indefiniteness of beneficiaries, and those as to tbe validity of conveyances by devise or otherwise for charitable uses, regardless of tbe statutes on tbe subject of trusts and tbe right to suspend tbe absolute power of alienation. Three years later, in Owens v. Missionary Soc. 14 N. Y. 380, it was overruled as to tbe power of a court of chancery to administer a trust with in
“Truth, crushed to earth, will rise again;
The eternal years of God are hers.
But Error, wounded, writhes in pain,
And dies among her worshippers.”
was yet to be demonstrated to its fullest extent. In Holmes v. Meade, 52 N. Y. 332, the fundamental error in Owens v. Missionary Soc., that judicial authority to administer a charitable trust depended upon tbe statute of 43 Elizabeth and tbat its repeal in New York left tbe courts there helpless in tbe matter, was repeated, and in tbe subsequent decisions bolding tbat tbe general language on the subject of trusts and.
Lest it be thought that this opinion contains undue criticism ■of the New York court, before we are through we will verify what we have said by quoting from the language used by the eminent chief justice who wrote the opinion in Allen v. Stevens. We yield to no one in respect for that distinguished court. That it drifted into error after Williams v. Williams is but one of the many evidences that courts, however able, are presided over by men, hence, in the nature of things, must be fallible in fact, however much, in a legal sense, within particular cases, they are deemed to be infallible.
In In re Taylor Orphan Asylum, 36 Wis. 534, this court asserted, in language of tbe plainest character, tbat tbe jurisdiction of' our judicial system included .all tbat of common-law courts of chancery in superintending and compelling tbe execution of trusts for charitable uses, such power extending to corporate as well asp private trustees. Witness tbe language of tbe court:
“In cases of charity, to be administered by trustees, whether private persons or corporations, a court of equity has jurisdiction, at tbe instance of tbe attorney general or other proper party, to take an account, and to correct abuse or misuse of tbe trust funds; and even to remove delinquent or improvident trustees. . . . Tbe court puts itself in motion, without suit or suitor; and this, not blindly or arbitrarily, but in conformity with wise and settled usage. ... In tbe absence of a visitor of right or by appointment, the visit-atorial power would probably dévolve upon tbe state, and be exercised by or under tbe authority of the circuit court.”
Tbe statute “does not confer tbe jurisdiction; it only gives tbe summary proceeding, in furtherance of a jurisdiction already inherent in tbe court.”
Tbe conflict between this court and tbat of New York at tbe time tbat language was used will readily be observed without stopping to point tbe same out. Tbe doctrine respecting tbe power of tbe court over charitable trusts, and tbat beneficiaries to appear in court for tbe purpose of moving it in tbe
In Ruth v. Oberbrunner, 40 Wis. 238, it was said expressly, that the statute on the subject of trusts, and, inferentially, the statute on the subject of perpetuities, extended to and included conveyances for charitable purposes. In the opinion the court followed so closely the decisions of New York, as to the subject of judicial power to administer a charitable trust, as to pretty clearly suggest that the question was an open one here, not referring, however, to In re Taylor Orphan Asylum, to which we have alluded. It is significant in that respect that Chief Justice Eyaw, who wrote the opinion in the former case, did not participate in deciding the latter and that subsequently he took occasion to absolve himself from all personal responsibility for what was there said. Heiss v. Murphey, 40 Wis. 276, soon followed, where the New York doctrine, that a” conveyance for a charitable purpose with indefiniteness of beneficiaries to appear in court and enforce the trust is void, was adopted, it being apparently overlooked that the parent view was that judicial power in that regard was dependent upon the statute of 43 Elizabeth and that the same was not in force in New York, having been expressly repealed at an early day. The features of both of those cases to which we have referred were expressly discredited as not being binding judicial authority or sound
hly brethren refer to the quotation in Chief Justice Ryan’s opinion in Dodge v. Willianns, taken from Odell v. Odell, 10 Allen, 1, as if it were a mere oratorical flourish, so to speak, used to embellish the opinion, saying that it was used without any intention of declaring “that our statute-makers had adopted that policy,” the statutes being “cast aside for the reason that they applied only to real estate;” the court then proceeding “to reason that all grants of personalty, whether for charitáble or private uses, were intended
“When charitable bequests in this state begin to outrun reasonable provision for the poor, and seriously impede the alienation of property, it will be time enough for a statute of mortmain. The silence of the legislature hitherto, and the observation of all men, are sufficient to show that the time .has not yet come, if it ever should.”
When we remember that it was then the law of New York that the abolition of the common-law system of charitable trusts and the substitution in its place of a system allowing, in effect, conveyances of property to be held in perpetuity for charitable purposes by means of a corporate grantee with powers expressly defined by the legislature, was to all intents and purposes a system of mortmain restrictions and was so held (Wetmore v. Parker, 52 N. Y. 458; Bird v. Merklee,
After disposing of the first proposition in Dodge v. Williams as indicated, this was stated as a matter to be decided:
“Strenuous objections to the charitable bequests in the will before the court, were founded on the statutes prohibiting perpetuities, and regulating uses and trusts.”
That was treated under three heads, either being deemed an effective answer thereto in favor of the trust. These are the heads: (1) Does the statute apply? (2) If not, does the common-law rule respecting perpetuities as to both real and personal property apply? (3) Is the common-law rule respecting perpetuities in force in this state ? Each was treated and answered in favor of the maintenance of the trust under consideration. As to the first it was said:
“It is almost sufficient to say, for the purposes of this case, that both of these statutes are expressly limited to realty.”
Note the significance of the words “almost sufficient,” clearly indicating that the other propositions, yet to be treated, were regarded as important. As to the second it was said that the policy of the common law respecting perpetuities does not extend to trusts for charitable purposes. Then, speaking presently, using the language of an eminent judicial writer, obviously for the reason that it perfectly expressed what was in the mind of the court — language which included citations of decisions made, under both common law and the statutory system from which ours was taken, — this was said:
“This rule of public policy which forbids estates to be indefinitely inalienable in the hands of individuals does not apply to charities. These being established for objects of*297 ■public, general and lasting benefit, are allowed by the law to ■be as permanent as any human institution can be, and courts' will readily infer an intention in the donor that they should be perpetual. If an alienation of the estate becomes essential to the beneficial administration of the charity, it may be authorized by a court of chancery;”
thus plainly disposing of the proposition of whether the common law policy as to charities had been changed by any legislative enactment, in favor of the negative. Taking up the .last proposition, it was said:
“But were this otherwise, the statute limiting the rule ■-against perpetuities to realty, manifestly abrogates the English doctrine as applicable to personalty.”
If there is not a clear decision of the three independent propositions, each treated as sufficient in itself to support the final judgment and each in that regard being well nigh as important as the other, I must admit that I am unable to understand plain English language and apply it to elementary principles as to what is and what is not to be regarded as decided in a case. If I am not right, then what becomes of that -doctrine, found everywhere in the books treating upon the subject, — that which has been announced over and over again hv this court: that every proposition assumed to be in a case, •treated and decided as a basis for a final judgment, is to be •deemed to have been as effectually decided as the ultimate question passed upon? School Trustees v. Stocker, 42 N. J. Law, 115; Giffert v. West, 37 Wis. 115; Quackenbush v. W. & M. R. Co. 71 Wis. 472, 37 N. W. 834; South Bend C. P. Co. v. George C. Cribb Co. 105 Wis. 443, 81 N. W. 675; Becker v. Chester, 115 Wis. 90, 127, 91 N. W. 87, 650; Pray v. Hegeman, 98 N. Y. 351.
The significance of the foregoing warrants us in emphasizing the fact that the idea that the result in Dodge v. Williams, 46 Wis. 70, 50 N. W. 1103, and its companion case rested wholly on the decision of the proposition as to whether the •seommon-law rule regarding perpetuities respecting person
But to recur to tbe question of whether the court, in Dodge v. Williams, used the language as to the policy of the law on the subject of perpetuities not including charities as a mere oratorical embellishment of the opinion, there being no intention to suggest that such policy was recognized in our statutes. Significance is given to the language of Justice Cole’s opinion in the companion case:
“It is therefore to be considered as a will of personalty. In this view the principles upon which charitable bequests are sustained in Dodge v. Williams are as applicable to this as to that case.”
We see in that a reference to the principles generally decided in Dodge v. Williams, respecting the matter, and not to one of them only. It seems that the learned justice referred to all that the court in the former case assumed to be vital for the purposes of the decision thereof, even though the decision of one of them might have been sufficient upon which to base the judgment. That Justice Cole did not refer specifically to the subject of whether the common-law rule, respecting perpetuities was abrogated by statute as to personalty, must be clear from the fact, before indicated, that he later regarded wliat was said in Dodge v. Williams on the subject as merely the personal views of the chief justice.
Erom what has been said it would seem that no obstacle can be found in our judicial history to the adoption of the doctrine of Williams v. Williams, in anything decided until after 1879 and it would not be claimed that any decision prejudicial to such adoption was rendered thereafter till De Wolf v. Lawson, in 1884. That is suggested as directly in point. The devise there in controversy was to executors to pay rents and profits in equal proportions for a period of years to the trustees of the Baptist and Methodist Church so
It is said by my brethren here that in the brief of counsel and in the opinion of the court there it was assumed that the trust was one for charity. We do not so understand it. Counsel argued the question briefly, saying that charitable trusts were not excepted from the statutory regulation as to per-petuities, citing Ruth v. Oberbrunner, 40 Wis. 238, which had been overruled, as we have seen. In the opinion there are at least three significant circumstances leading to the conclusion that the trust was regarded as private by the court: Eirst. Although the question was raised by counsel, there is not a word from the beginning to the end of the opinion referring to the trust as one of a charitable nature. Second. One of the mooted questions was whether the trust was char
Beurhaus v. Cole, 94 Wis. 617, 69 N. W. 986, decided in 1897, remains to be considered. The effect of sec. 2038, Stats. 1898, upon trusts for charitable uses was there presented for decision. ■ It was decided, but without, I venture to say, much study of tbe subject, it being taken for granted that the statute governed. The opinion indicates that. I take my full share of the responsibility and confess, for myself, that I did not give the matter the attention that it ought to have received, not then appreciating the condition of the law, as the study of recent years has enabled me to do. There is little more.that can be said as to the Beurhaus Case. It is now six years old. The proposition there passed upon was regarded, it seems, as an original question. No previous adjudication of the court was referred to. So little study was devoted to the subject that when the whole field respecting charities, as it appears in our books, passed in review in Harrington v. Pier, 105 Wis. 485, 82 N. W. 345, three years later, neither the writer of the opinion who endeavored to collate every decision previously made here touching the subject, nor any other member of the court, recalled the ease. Doubtless if the later case had involved directly the question previously decided it would have been brought to the attention of the court by counsel, or, if not, the court would have recalled it. Certainly, the decision is too fresh to be a bar to the court’s now declaring the law correctly, if a mistake was then made.
Having now shown that while the New York court had a series of decisions departing from Williams v. Williams, 8 N. Y. 525, covering nearly half a century, when Allen v. Stevens, 161 N. Y. 122, 55 N. E. 568, was decided, and that
To give proper point to the foregoing, one must have in view the precise language of the New York act. We give it here:
“SeotxoN 1. No gift, grant, bequest, or devise to religious, educational, charitable, or benevolent uses, which shall, in other respects be valid under the laws of this state, shall be deemed invalid by reason of the indefiniteness or uncertainty of the persons designated as beneficiaries thereunder in the instrument creating the same. If in the instrument creating such a gift, grant, bequest, or devise there is a trustee named, to execute the same, the legal title to the lands or property given, granted, devised, or bequeathed for such purposes shall vest in such trustee. If no person be named as trustee then the title to such lands or property shall vest in the supreme court.
“Section 2. The supreme court shall have control over gifts, grants, bequests, and devises in all cases,” etc. “The attorney general shall represent the beneficiaries in all such cases and it shall be his duty to enforce such trusts by proper proceedings in the court.” Ch. 701, Laws N. Y. 1893.
By comparing this with what has been said, -it will be easily seen that the essential features of that law are thoroughly entrenched in our jurisprudence without any legislation whatever. That is of such importance that it will bear reiteration. It will be noted that the legislature, ex in-dustria, negatived any purpose to make any trust valid theretofore considered invalid, except so far as expressly otherwise provided, thus, it would seem, plainly saying that s<* far as charitable trusts were affected by the statutes on the subject of perpetuities, such effect remained as before. Leading
“That decision, it would seem, should have settled the question in this state; but the struggle between the advocates of a liberal policy towards charities and the opponents of suck policy did not stop with such decision.”
Thus it. will be seen that the contention between the advocates of the two policies was given only the dignity of a struggle between rivals respecting sound public policy. The court gave the history of that struggle in detail, till it resulted in the complete success of the opponents, spoken of, since which time, it was said, “No attempt to create an original charity has survived the test of an application by the courts of the rules of law to the language employed by the testatorNumerous instances were cited of devises and bequests of great importance to the public failing by the unfortunate departure from the early position of the court; and it was said, in effect, that the great wrong thus inflicted, and the means thereof, needed no comment; that from the point of sight where the judicial history and its effect upon the public could be measured, “the legislature could discover nothing but wrecks of original charities, charities that were dear to the hearts of their would-be founders, and the execution of which would have been of inestimable value to the public;” but that prior to that period it could be seen that, had it not been for the disturbance of the salutary doctrine of Williams v. Williams, holding that charitable trusts were “not subject to strangulation by the rule against indefinite beneficiaries, the mischiefs referred to would not have occurred.” The legislature “not only saw that a great wrong had been and was being done to the public by the loss of many devises and bequests for the purpose of founding orig
This other significant circumstance, which distinguishes our court from that of New York as regards departing from ancient landmarks, must not be overlooked. There, in conformity to the construction of the statutes given, that they included trusts for charitable uses, it was held that a devise or bequest for such a use to a corporation to be formed is void unless such corporation is by the terms of the devise or bequest to be called into being within the time allowed for the vesting of future estates. Tilden v. Green, 130 N. Y. 29-47, 28 N. E. 880; Burrill v. Boardman, 43 N. Y. 254; Shipman v. Rollins, 98 N. Y. 311. Here, when there was a difference of opinion as to whether the common-law rule regarding per-petuities respecting personal property was in force, it was held that a bequest for the use of a corporation to be formed, no provision being made as to the creation thereof within the time that the future vesting of the title might be suspended, was good (Webster v. Morris, 66 Wis. 366, 28 N. W. 353),
Another insurmountable obstacle said to exist to our lining up with tbe general rule that charity is excepted from tbe general rules, statutory or otherwise, on tbe subject of per-petuities, is that, where it prevails in tbe face of written laws in letter declaring to tbe contrary, tbe statutory system is different from ours. On that, all opposing authorities seem to have been easily set aside. I dissent from the suggestion that any such diversity of systems exists. Those elsewhere are precisely or substantially like our own, as I read them. Whatever difference exists between the provisions here and those elsewhere, are not in the systems, but in the different views thereof, which is really attributable to the circumstance that in such struggles as that spoken of by the New York court the advocates of applying to written laws those liberal rules that were so effective at common law in excluding charities from general restrictive policies, legislative or otherwise, did not always prevail. To be convinced that such is the case, one has but to compare our statute and the decision •of this court now made, with those of Indiana, California, and many other states. Richmond v. Davis, 103 Ind. 449, 3 N. E. 130; Estate of Hinckley, 58 Cal. 457. In Texas, in face of a constitutional prohibition against perpetuities, it was held that charities were not included therein. Paschal v. Acklin, 27 Tex. 173, 196; Bell Co. v. Alexander, 22 Tex. 350. In 5 Am. & Eng. Ency. of Law (2d ed.) 902, it is said that charitable trusts are not within the rules against per-petuities, nor are they affected by or within the scope of the statute.
It is said that, to hold that the adoption of that feature of
Now a word as to whether sec. 2039, as amended by the Eevision of 1878, in connection with the explanatory note ■of the revisers, should have the effect which the court has attributed thereto. The revisers were all distinguished for ■their general learning and professional attainments. Two of them, subsequent- to their work upon the statutes, became honored members of this court, and performed official services here of inestimable value. The others were their peers in knowledge of the law. I yield to no one in respect for the •collective judgment of those men. If it includes what my
It is" elementary, -and statutory as well (sec. 4985, Stats. 1898), that the effect of the amendment above mentioned, and the continuance of the statute otherwise, was merely to leave the law as it was before, with the a-dded feature. Then, we have, in effect, a legislative declaration based on the advice of the distinguished revisers, that, aside from the “defect,” so called, the common law respecting charities would not be deemed affected by the statute. That we deem to be of the highest importance in this discussion.
The Eevision of 1818 went into effect the 1st day of November of that year. A few months thereafter Dodge v. Williams, 46 Wis. 70, 1 N. W. 92, 50 N. W. 1103, was argued and decided. It must be presumed that this court was familiar with the amendment to which we have referred, and the judgment of the revisers as well. Upon one phase of the case, as we have seen, the question of whether the statute disturbed the common law as to charities, was vital. Ruth v. Oberbrunner was pressed upon the attention of the court as controlling in the matter. The whole subject was discussed and considered, the conclusion reached being that there was no statutory restriction in this state respecting conveyances of property for charitable purposes. All said in Ruth v. Oberbrunner inconsistent therewith was expressly discarded as not the law. The law was declared to be in all respects as claimed by Mr. Dixon in his argument in the former case. Thus it would seem, without room for reasonable controversy, the supposed “defect” in the statute, to which the revisers referred, was clearly removed. The letter and spirit of the decision is that no such “defect” existed and that the common law, in its entirety, on the subject of charities, was entirely free from any statutory restrictions in this state. In all that, do we not have the will of the legislature,
. I concur in the decision of the court as regards what I have felt justified in characterizing as the accidental features to which the splendid charity which Mrs. Harris created owes its safety from destruction, and would add another, which was urged upon the attention of the court by counsel for re-S2iondent. It is this: The city of Oshkosh had express legislative authority to'take the title to realty by the means the title to that in question was conveyed to it, and to hold such title for the purposes for which the conveyance was made. That, by necessary inference, involved the holding of such property in perpetuity. If it were true- that the effect of the statute ón conveyances for charitable purposes is, as a general rule, all that is claimed for it, such express authority, pro tanto, repealed the statute; perhaps the better way to put it would be, created an exception thereto. That is supported by reason and by abundance of authority. Levy v. Levy, 33 N. Y. 124-130; Bascom v. Albertson, 34 N. Y. 598.
I have now expressed my views at great length, but not too great, I trust, considering the all-important nature of the subject involved. As indicated at the outset, it was not without much consideration and hesitation that I reached the conclusion respecting my duty to write this opinion. It has been prepared in no spirit of disputation, though it has taken somewhat of that form, at some points. That seemed unavoidable. I cannot, however much I may think it is wrong, hope to change the judicial policy from which I so entirely dissent, by anything I have said or can say. Nevertheless, I conceive it to be incumbent upon me to give the reasons which impel me to dissent from my brethren on an important matter involving the public policy of the state, to the end that if the law be declared wrongly, I may not be held responsible there
It is now, seemingly, np to the legislature, as it was in Hew York in 1893, to say whether a broad policy as to devises of property to charity shall prevail in this state, or not. It will, in the light of the decision in this case, be unmistakable that if the public desire is that men of wealth shall at least be permitted to have a free hand in devoting their property to the benefit of mankind instead of to mere selfish or private ends, legislative aid or command must be had in the matter. Why should such free hand hot be permitted? That is the policy which generally prevails in every section of our country. Why should Wisconsin be an exception? The legislature must answer that. The responsibility for the continuance of the exception rests with that branch of the govern.ment, regardless of whether it is responsible for having created it or not. If what I have written shall so emphasize that, situation as to stimulate remedial action, placing our state in the front rank of communities as regards favoring devises of privately accumulated wealth to charitable objects, it will be a “consummation devoutly to be wished.” Shall we have incorporated into our system the thought, so beautifully expressed : “Charity in thought, speech, and deed, challenges the admiration and affection of mankind. Christianity teaches it as its crowning grace and glory, and the inspired apostle exhausts his powerful eloquence in setting forth its beauty and the nothingness of all things without it.”' “Though” one “speak with the tongues of men and of angels and have not charity” he is “become as sounding'brass or a tinkling cymbal; and though” he “have the gift of prophecy and understand all mysteries and all knowledge, and though” he “have all faith so that” he “could remove mountains and have not charity” he is “nothing.” 1 Cor. XIII.
Dissenting Opinion
(dissenting upon an important question, lout concurring in the decision). I concur in the judgment of this court resulting in affirmance of the judgment of the circuit court in this case. I cannot concur in many of the grounds advanced in the opinion of the court as the basis of the decision. It is my opinion that the statutes of this state prohibiting perpetuities and regulating uses and trusts do not apply to trusts for charitable uses; and, if this case be held to come within such statutes, the authority granted by legislative enactment, to the city of OsMcosh to maintain a public library is, in effect, a repeal pro tanto of such statutes.
I therefore concur in the views expressed in the opinion of Mr. Justice Maesi-iall.