143 Wis. 90 | Wis. | 1910
Lead Opinion
.The following opinion was filed May 24, 1910:
The respondents, heirs at law, attack the will under consideration upon the grounds: (1) That it is void, independent of any statute, for uncertainty and indefiniteness; (2) that it attempts to create a private trust in violation of ■statute; and (3) that if it attempts to create a public trust it is nevertheless void because under the equity powers of the ■court it is too indefinite and uncertain to be enforced. On the part of the appellant it is insisted that the will is simple, the intent plain, and the purpose lawful; that it creates a public charity and as such is valid. Respondents rely mainly upon McHugh v. McCole, 97 Wis. 166, 72 N. W. 631. Starting with the proposition laid down in McHugh v. McCole, supra, that the trust was private and, therefore, too indefinite and uncertain to be enforced by a court of equity, the court easily reached the conclusion that the be>quest for masses was void. No proof was made in the Mc-Hugh Case that the masses were not private in their nature and for the sole benefit of the souls of the giver and others specifically mentioned. No evidence was offered as to the nature of masses, whether public or private, and the court rested its opinion upon the idea that the trust was purely private. Had the court started with the proposition that a
Counsel for respondents insist that the bequest violates sec. 2081, Stats. (1898). If, as was assumed in the McHugh Case, the trust were private, there would be much force in this contention, since under this section the trust must be fully expressed and clearly defined on the face of the instrument creating it. But this argument is based upon the proposition that the trust created in the case before us is a private trust, not a public charity. So we are brought to the question whether a bequest for masses is a public charity.
Bequests for religious purposes date very far back in judicial history. Some reference is made to them and cases collected in a quaint old book entitled “Law of Charitable Uses, Revised and Much Enlarged; with Many Cases in Law Both Ancient and Modem,” printed in 1676 under the cen-sorship of Erancis North. At page 35 of this work is found a will dated January 17, 1524, from which we quote some of the “items.”
“Item, I Will, after my decease, that A. my wife, have my House called 0. during her natural Life, and she to keep up the reparations of said House, and the Lords Rent to pay, and she to find four Tapers of four pounds of Wax; that is, one before the Rude under the Rude Loft, and another before our Lady; another before St. Thomas, and one before St. Anthony.
“Item, I Will, That she keep mine Obit every year during her Life, and to have every year three Priests, and they to have Eight pence a piece, and two dozen of Bread, and a Kinderkin of double Beer, and two Cheeses, price of 'Twenty pence.
“Item, I Will, and appoint after my decease That all and ■singular my Evidences, and my Copies, that they be delivered into the custody of the Churchwardens of the Parish of Peter and Paul, of T. aforesaid.
“Item, I Will, That after the natural life of A. my wife, .that them my House called C. with all the Appurtenances be*96 longing thereunto, as is more plainly specified by my deeds;. that it shall remain evermore unto the Church aforesaid;, First, to keep mine Obit yearly, and the four Tapers of four-pounds of Wax. Moreover, I Will, That after the decease-of A. my wife, that the Churchwardens do buy six pounds of Wax, and make the common Light, and the Taper before the-Fude, to the full of two pounds of Wax apiece, and so to continue for evermore; and the residue of the Eent to remain to the reparations of the Church aforesaid.”
Also, on page 41, another will, dated July 1, 1523, by the-terms of which there was given “several of her Lands to the use of the Priests Service, in the Church of St. Peter in Stowe-Market, to pray for her Soul, and the Souls of her Husbands and others, for 99 years and the Lands to be sold by her Co-Feoffees, and the one half of the Money to go to the making of the High-way, between Stowe and Ipswich;, and the other to be divided, one part to a Priest, to say Prayers in the said Church of S. Peter, for her Soul, and the Souls of the afore-rehearsed. . . !”
The following authorities also relate to charitable bequests-pertaining to religious purposes: Baker v. Sutton, 1 Keen, 224; Felan v. Russell, 4 Ir. Eq. 701; Powerscourt v. Powerscourt, 1 Molloy, 616; Moggridge v. Thackwell, 1 Ves. Jr. 464; Phillips v. Aldridge, 4 Term Rep. 264; Tyson, Charitable Requests, ch. 10, p. 118; In the Matter of Michael’s Trust, 28 Beav. 39; Tudor, Charities and Mortmain.
There is much conflict in the early and some in the late cases as to what is and what is not a public charity. Many of the bequests in England were held void as being to superstitious uses, but no such rule or principle obtains 'in this, country; hence the decisions declaring gifts or bequests void as gifts to superstitious uses have no application here. McHugh v. McCole, 97 Wis. 166, 180, 72 U. W. 631. The doctrine of superstitious uses under the statute of 1 Edw. VI., c. 14, under which devises for masses were held void, has never obtained in the United States, where there is absolute
Indeed, the question is not new in this state. In McHugh v. McCole, supra, it was held that, had the bequest been direct to a bishop or priest for masses for the repose of the souls of the persons named in the will, it would have been valid, but that the contested provisions of the will were void trusts and not valid personal bequests. No claim is made by appellant that the trust is private. The main questions for determination, therefore, are whether the bequest for masses is a public charity and sufficiently definite for enforcement by a court of equity. No proof was made in the McHugh Case that masses are public in their nature or for the benefit of mankind generally, and whether the court should have taken notice of this fact without proof we need not consider here, because in the casq before us such proof was made. It was shown by competent evidence that the sacrifice of the mass is a public service, not alone fox the repose of the souls of the deceased members mentioned, but for the benefit of all mankind, and so understood by all members of the Catholic church. So while the masses may be intended to benefit the souls of the departed mentioned, the benefits are public as well, therefore come within the designation of a public charity. Masses are religious observances and come within the religious or pious uses which are upheld as public charities. Schouler, Petitioner, 134 Mass. 426; Rhymer’s Appeal, 93 Pa. St. 142; Hoeffer v. Clogan, 171 Ill. 462, 49 N. E. 527; Webster v. Sughrow, 69 N. H. 380, 45 Atl. 139; Seda v. Huble, 75 Iowa, 429, 39 N. W. 685; Sherman v. Baker, 20 R. I. 446, 40 Atl. 11. A gift to be applied consistently with existing laws for the benefit of an indefinite number of persons by bringing their hearts under the influence of education or religion is a charity. Jackson v. Phillips, 14 Allen, 539. In Hoeffer v. Clogan, supra, the bequest was of certain property “to sell the same and expend the proceeds
According to the doctrine of the Catholic church as established by the proof in this case, the whole church profits by every mass, since the prayers of the mass include all of the faithful, living and dead. The sacrifice of the mass contemplates that all mankind shall participate in its benefits and fruit.
“The mass is the unbloody sacrifice of the cross, and the object for which it is offered up is in the first place, to honor and glorify God; secondly, to thank Him for His favors; third, to ask His blessing; fourth, to propitiate Him for the sins of all mankind. The individuals who participate in the fruits of this mass are the person or persons for whom the mass is offered, all of those who assist at the mass, the celebrant himself, and for all mankind, within or without the fold of the church.”
So it seems clear upon reason and authority, under the doctrine of the Catholic church as established by the evidence in this case, that a bequest for masses is a charitable bequest, and valid as such, although the repose of the souls of particular persons be mentioned.
But it is said that the present bequest is too indefinite and uncertain to be enforceable and is void under the statutes of this state and independent of any statute. The contention that the will is void for uncertainty independent of any statute
“The scheme of charity must be sufficiently indicated, or a method provided whereby it may be ascertained, and its object made sufficiently certain to enable the court to enforce the execution of the trust according to such scheme and for such object. It must be of such a tangible nature that the court can deal with it. The mere direction to expend money for charitable purposes at large is too indefinite to be carried into execution.” [66 Wis. 391; 105 Wis. 508.]
The certainty must be determined, not with reference to sec. 2081, Stats. (1898), or that which is required in regard to private trusts, “but with reference to those liberal rules for judicial construction applicable to charitable trusts.” Harrington v. Pier, supra.
Counsel also contend that, since the estate of the testator consisted principally of real estate, and the will not providing for a disposition of the lands to any one, it is void. But this contention brings us again to the distinction between a private trust and a public or charitable bequest. In the former, statutory certainty is required, while in the latter it is not. The certainty of beneficiaries in cases of private trusts does not
“It follows that indefiniteness of beneficiaries who can invoke judicial authority to enforce the trust, want of a trustee if there he a trust in fact, or indefiniteness in details of the particular purpose declared, the general limits being reasonably ascertainable, or indefiniteness of mode of carrying out the particular purpose, does not militate against the validity of a trust for charitable uses. Given a trust, with or without a trustee, a particular purpose — as education, or relief of the poor, as distinguished from a bequest to charity generally,— and a class great or small, and without regard to location, necessarily, as ‘worthy indigent females,’ or ‘indigent young men studying for the ministry,’ or ‘resident poor,’ or ‘indigent children of. Rock county,’ or ‘the boys and girls of California’ (People ex rel. Ellert v. Cogswell, 113 Cal. 129, 45 Pac. 270), and we have a good trust for charitable uses. The court, through its strictly judicial power, may fill the office of trustee if necessary, the trustee can select the immediate beneficiaries or objects within the designated class and scheme; he can determine upon the details necessary to effect the intention of the donor within the general limits of his declared purpose, and execute the trust accordingly; and the proper public agencies, if necessary, can invoke judicial power to enforce such execution.”
Sec. 2075, Stats. (1898), which provides that “Every disposition of lands, whether by deed or devise, hereafter made, except as otherwise provided in these statutes, shall be directly to the person in whom the right to the possession and the profits shall be intended to be vested, and not to any other, to the use of or in trust for such person, and if made to one or more persons in trust for or to the use of another no estate or interest, legal or equitable, shall vest in the trustee,” is also relied upon by respondents as rendering the will void. But this Statute is not controlling in cases of public, trusts where
In Harrington v. Pier, 105 Wis. 485, at page 492 (82 N. W. 345, 347), quoting from Given v. Hilton, 95 U. S. 591, this court said:
“The blending of real estate and personal property in one fund for all the purposes of the will is generally regarded as ■evidencing intent that the whole estaté shall be treated as personal property, even though a necessity therefor does not exist ; but such evidence is not conclusive on the question.”
It seems clear that the testator intended' an equitable conversion. The main question in the case before us, therefore, is whether a bequest for masses is a charitable bequest, and, this being determined in the affirmative, we easily reach the ■conclusion that the will is valid. In Dodge v. Williams, 46 Wis. 70, 1 N. W. 92, 50 N. W. 1103, and Harrington v. Pier, 105 Wis. 485, 82 N. W. 345, it is determined, after an exhaustive review of the authorities, that chancery had jurisdiction over public trusts or charities in England before the statute of 43 Elizabeth, c. 4, and such chancery jurisdiction be
After the decision of this court in Danforth v. Oshkosh, 119 Wis. 262, 97 N. W. 258, the legislature passed ch. 511,. Laws of 1905, which amends sec. 2039, Stats. (1898), by adding to the exceptions from the operation of that section real estate devised to a charitable use. So that since the passage of this amendment the statute against perpetuities (sec. 2039) does not include devises to a charitable use. However, we need not consider the effect of this amendment. Because of the doctrine of equitable conversion we are only dealing with personal property. In so far as McHugh v.
It follows that the bequest for masses is valid, and that the judgment of the court below must be reversed.
By the Court. — The judgment is reversed, and the cause remanded for further proceedings in accordance with this opinion.
Dissenting Opinion
The following opinion was filed May 24, 1910:
(dissenting). Eighty acres of presumably ag~ ricultural land worth $6,000 mortgaged for $1,500, personal property of a value not disclosed, and $400 in money, subject to unsecured debts of $917, were disposed of by the testator by will in these words:
“After the payment of my just debts and funeral expenses, I give, devise and bequeath all the rest of my property, both real estate and personal property, for masses for the repose of my father’s and mother’s and sister’s and brother’s and my own soul. The masses will be said according to the directions, of Thomas J. Fenton and *J. P. Watt of Maple Grove, Wis.,. and I hereby appoint them to direct when and where to say-said masses. I hereby appoint J. P. Watt of Maple Grove,, Wis., as executor of this my last will and testament.”
The testator was a member of the Roman Catholic church-It will be noticed that the property is not devised or bequeathed to any designated person nor expressly in trust, nor is there any suggestion on the face of the instrument that the testator himself intended any public benefit. This last may have been supplied, however, by proof of the fact that he was. a Roman Catholic, and that according to the tenets of that faith the celebration of masses, although expressly for the souls of certain designated deceased persons, nevertheless inures to the benefit of all participants in the ceremony and to-the benefit of all mankind. A power, however, is given to. two named persons to direct when and where the masses shall
I have no doubt that any person in this state by private bequest can devote all or any part of his property to pay for masses by giving it to some designated person competent to take. I have no doubt that the celebration of masses for the souls of the dead constitutes a “public charity” or a “pious use” within the meaning of these terms at common law; and I have no doubt that the court will not permit a charitable trust to fail for want of a trustee, but will appoint one to carry it out; and I have no doubt that under the statutes of
“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 and twenty-one years thereafter, except in the single case mentioned in the next section, and except when real estate is given, granted or devised to a charitable use or to literary or charitable corporations which shall have been ■organized under the laws of this state, for their sole use and benefit, or to any cemetery corporation, society or association.” Sec. 2039, Stats. (1898), as amended by ch. 511, Laws of 1905.
This is as far as the case was presented by the appellant, and so far I agree with him. But we have in our state constitution (sec. 18, art. I) as follows:
“The right of every man to worship Almighty 'God according to the dictates of his own conscience shall never be infringed ; nor shall any man be compelled to attend, erect or support any place of worship, or to maintain any ministry, against his consent; nor shall any control of, or interference with, the rights of conscience be permitted, or any preference be given by law to any religious establishments or modes of worship; nor shall any money be drawn from the treasury for the benefit of religious societies, or religious or theological seminaries.”
Under this constitutional provision, can this state through its courts or legislature compel, direct, or regulate the celebration of masses? Gould the attorney general on relation of any of the beneficiaries of this trust, or on his own motion, maintain an action to compel or direct the saying of these masses ? I think not. If he could not, the charitable trust, if one is created, is invalid, because a charitable trust that cannot be enforced is not valid. 2 Perry, Trusts (4th ed.) §§ 108, 711. This question has usually arisen with reference to such great degree of indefiniteness that it has been
If, however, it be contended that the court may change the nature of the charitable trust by not only appointing a trustee, but also by imposing upon him active duties (other than sale and conversion into money), not found in the will, or if it be considered that charitable uses are not executed by the1 statute, then we have a case where the use of land is held in this state upon a tenure long ago obsolete, also forbidden by our state constitution. If the land is not required to be sold, but may be held in trust indefinitely and the rents and profits devoted to paying for masses for the designated souls and incidentally for all mankind, the legal title must be in the trustee appointed by the court, the beneficial use in the religious association which receives all the rents and profits and says the masses for the public, or in the public. This is-a replica of the tenure of frankalmoign or the tenure of divine service. The use of land cannot be held on any such' tenure in this state, as T understand the law.
“Tenure in frankalmoign, in libera eleemosyna, or free alms, is that whereby a religious corporation, aggregate or sole, holdeth lands of the donor to them and their successors forever. The service which they were bound to render for these lands was not certainly defined; but only in general to pray for the soul of the donor and his heirs, dead or alive; and therefore they did no fealty (which is incident to all other services but this), because this divine service was of a higher and more exalted nature. This is the tenure, by*108 •which almost all the ancient monasteries and religious houses held their lands, and by which the parochial clergy . . . hold them at this day. . . . And, even at present, this is a tenure of a nature very distinct from all others; being not in the least feudal, but merely spiritual. For if the service be neglected, the law gives no remedy by distress or otherwise to the lord of whom the lands are holden; but merely a complaint to the ordinary or visitor to correct it. Wherein it materially differs from what ivas called tenure by divine service; in which the tenants were obliged to do some special divine services in certain; as to sing so many masses, to distribute such a sum in alms, and the like; which, being expressly defined and prescribed, could with no kind of propriety be called free alms; especially as for this, if unperformed the lord might distrain without any complaint to the visitor. All such donations are indeed now out of use; for, since the statute of Quia Emptores (18 Edw. I.), none but the king can give lands to be holden by this tenure.” 1 Cooley’s Blackstone, book II, pp. 101, 102, V; People v. Van Rensselaer, 9 N. Y. 291, 334-336.
The constitution of this state, like those of New York, Minnesota, and Arkansas, provides (see. 14, art. I) : “All lands within this state are declared to be allodial, and feudal tenures are prohibited.” Allodial is defined by Blackstone as “land possessed by a man in his own right without owing any rent or service to any superior.” 2 Blackstone, 105.
“Held in free and absolute ownership, as contradistin-.guished from feudal tenures, which are prohibited in the same sentence and by the very next words, and the prohibition of which, with their servitudes and reservations, and all the attendant hindrances and obstacles in the way of free and ready sale and transfer of real property, constituted the ■chief object of the provision.” Barker v. Dayton, 28 Wis. 367, 384, 385.
I do not think the words “feudal tenure” in the constitution should be given any such strict construction as to permit all tenures of the feudal age which were not according to the ■distinctions then made strictly feudal. Neither does it
Concurrence Opinion
The following opinion was filed June 10, 1910:
(concurring). I choose to add a few words-to the able opinion for the court by my Brother Kerwik, in order to make more significant that preservation of the public trust intended by the donor does not depend upon the doctrine of equitable conversion, and treat, briefly, some suggested infirmities in the trust, made during our consideration, which might otherwise cause doubt as to the soundness of the court’s conclusions.
The full reintrenchment in the jurisprudence of this state of the common-law doctrine of charities was significantly commenced in Dodge v. Williams, 46 Wis. 70, 1 N. W. 92,
An idea was advanced that the constitutional right of immunity from interference in religious matters stands in the way of public enforcement of a trust of the character created. The answer to that is that no public enforcement would ever in any event be required, except as to contractual features. The constitution does not exempt religious orders or ministers of the gospel from their obligations of contract. In that field they are amenable to the law of the land the same as individuals in any other field. If one should devise his property to a minister of the gospel or a church society to build a church edifice and the devisee should accept the trust, could such donee be.heard successfully to claim immunity from legal coercion to carry out the agreement? That simple proposition, it would seem, shows clearly that if the donee of a trust for masses accepts the offer he thereby makes a promise subject to enforcement like any other promise. He could not for a moment in any court be heard to say, I will not keep my agreement and am entitled to protection in my breach under my constitutional immunity from interference in religious matters. The attorney general in proceeding to enforce such a trust is merely asserting the inviolability of a public contract.
The suggestion that the title to the property, considered as realty, by force of the statutes (secs. 2012 and 2073, Stats. 1898), is in the beneficiaries, since there is no power of disposition. That view overlooks the fact that the statutes have ■ nothing to do with trusts for charity; that in such cases the legal title is always in the trustees and the equitable title in the beneficiaries. Many mistakes have been made by con•fusing private with charitable trusts, as shown in Harrington v. Pier, supra. In the latter, though the trustees have no
This further reason why a conveyance of realty in trust for perpetual charitable uses is not valid was advanced: that the very constitutional status of titles to real estate precludes-such a trust. In that reference was made to art. I, sec. 14,. of the constitution, declaring that “all lands within this state are declared to be allodial, and feudal tenures are prohibited.” By that, it is suggested, “all hindrances and obstacles in the way of free and ready sale of real property are nugatory.” The logic of that idea would render void all restraints upon the conveyance or use of real estate. No one-would possess authority to hold, convey, or enjoy such property for a limited purpose or period. That doctrine was advanced in Barker v. Dayton, 28 Wis. 367, but rejected as-unsound though ingenious. The argument of counsel who-contended for the doctrine which is contrary to the practice under our constitution since its adoption and similar constitutions elsewhere, reasoned from the lexical meaning of the-word “allodial” standing alone. This court rejected counsel’s logic, holding: that-the use of the term- “and feudal ten-