40 Wis. 238 | Wis. | 1876
Lead Opinion
The learned counsel for the defendants insist that the judgment of the circuit court awarding the property described in the complaint to the plaintiffs, is erroneous on two grounds: First, because the devise made by M. Thomasina Ginker in her will was for a charitable use or purpose, and was valid by the laws of this state; and second, because the judgment of the probate court giving a construction to the will and assigning the real estate absolutely in fee simple to the defendants, to be owned and held by them in common, share and share alike, is conclusive on the plaintiffs, and all other persons having or claiming any interest in the estate of the testatrix at the-time that judgment was rendered.
The first inquiry then is, Can this devise be sustained under the laws of this state? The question is new in this state; is of vital importance as affecting the law of charitable uses and trusts; and is surrounded with great difficulty, in whatever aspect it is considered. On the part of the defendants it is claimed and insisted, that the devise is to a charitable use or purpose, and is legal and valid. In support of this view it is forcibly argued, that the devise is to trustees who are natural persons capable of taking and holding the estate for the benefit of the beneficiaries named; that the trust is so expressed and defined that it can be enforced by a court without resort to the ey pres doctrine exercised by the English court of chan-
We have alluded to this question because it was so ably discussed in the argument of this and another cause before us for decision, though the view which we have taken of the case renders it unnecessary to consider whether the law of charities had its origin in that statute or not. But were it otherwise, we could not possibly add anything to a discussion which has already been exhausted on both sides, and in which some of the greatest lawyers and judges have been engaged. 2 Story’s Eq. Jur., ch. 32; 2 Kent, 363 et seq.; Vidal et al. v. Girard’s Ex'rs, 2 How. (U. S.), 127; Fontain v. Ravenel, 17 id., 369; Williams v. Williams, supra; Owens v. Missionary Society,
The language in the first section is sufficiently comprehensive and explicit to embrace all uses and trusts in lands; and the question is, Does it not include charitable uses and trusts in lands ? If so, no .charitable use or trust is valid which does not come within the statutory requirements. Whether the case before us conforms to these requirements, will be subsequently considered. The inquiry now is, whether there is any ground, in view of the well settled rides of construction, for introducing an exception in the statute, and for holding that it does not include charitable uses and trusts in
Our statute of uses and trusts is mainly copied from the statute of New York on the same subject. A great diversity
“ The question,” says the learned judge, “long controverted and the subject of frequent discussions in the courts of tbis state, and wbicb has exercised the best minds upon the bench and at the bar, whether the law of charitable uses, as it existed in England at the time of the revolution, and the jurisdiction of the court of chancery over the subject, became, upon the adoption of the constitution of 1777, and still continues to be, the law of this state, notwithstanding our statute of ‘ Uses and Trusts ’ and our laws against perpetuities, is directly presented by this appeal.
“ All the learning upon tbis branch of the law, as well as the reasons wbicb bave led learned- and astute judges to different conclusions, appear in the reported decisions of the courts of tbis state, commencing in 1844 witb Shotwell v. Mott (2 Sandf. Ch., 46), in wbicb Yice-Chancellor SaNdeoed held in favor of the doctrine that the revised statutes relative to uses and trusts do not apply to charitable uses, and upon the same review of the history of the law in England and of the statute of 43 Eliz., as affecting the jurisdiction of the court of chancery over sucb uses, and for the same reasons wbicb bave since led other judges to the same results. The germ of the whole discussion is found in Shotwell v. Mott, and the views*261 of the vice-chancellor were followed and sustained by great research, and an able argument of the late Judge Deitio, who may be said to be the leading champion of this doctrine, in Williams v. Williams (4 Seld., 525). All that can be profitably said or suggested in favor of the existence of the law of charitable uses in this state, is well and forcibly said by the two judges named. The doctrine has never been accepted by the profession and the courts as the recognized law, but has been vigorously opposed, and its opponents have never lost an opportunity of resisting its incorporation into the body of the law, as settled by the adjudications of the courts.
“ Three of the eight judges who participated in the decision of Williams v. Williams, dissented from the judgment. The intimation of the chancellor in Potter v. Chapin (6 Paige, 639) is against the validity of a trust of real estate except as authorized by the revised statutes, by which, he says, ‘ all general trusts are abolished. No decision of this court since Williams v. Williams has sanctioned the principles of that case, as applied to charitable uses; but, on the contrary, it has been in terms disaffirmed and overruled, and the weight as well as the current of authority is now the other way, and to the effect that there can be no trusts of realty except such as are permitted by the revised statutes (1 E. S., 727, § 45; id., 728, § 55). The cases in this court, as well as in other courts, are well and ably considered by Judge Poetee in Bascom v. Albertson (34 N. Y., 584), and the whole question as to the law in this state in respect to charitable uses thoroughly examined. In that opinion and the cases referred to by the learned judge, it is very satisfactorily demonstrated that the system of charitable uses, as recognized in England, has no existence in this state; that the courts cannot establish or sustain a trust or use which is not within our statute of uses and trusts; in other words, that the statute relative to uses and trusts is general, and contains no saving clause in favor of charities. It would be a work of supererogation to go over*262 tbe ground again at this time. The opinion of Judge Poktee was adopted by seven of the eight judges of the court; and we recognize the case as a correct exposition of the law in this respect, and that they are not saved by implication. It is proper to state that the reporter misapprehended the intimation of the chief judge in Burrill v. Boardman (43 N. Y., 263). It was only intended to say that, in the view of the court, the question of charitable uses, which had been argued at great length by the counsel, was not in that case. It was not intended to intimate that it was an open question.”
Thus it will be seen that the later, and, as it seems to us, the better doctrine of the court of ajopeals is, that “ the sweeping provisions of the revised statutes, abolishing all uses and trusts except those specially named, are sufficiently general and comprehensive to include all charities, and, if these are saved, it must be by some exception expressed in or implied from the terms of the statute itself.” If the statute before its enactment here had received a construction in New York by the court -of last resort to the effect that it did not apply to charitable uses and trusts, there would be good grounds for holding that it was adopted by the legislature with such construction. But such was not the case. The decision in the Shotwell case was by the assistant vice-chancellor, and, though confessedly able and learned, is not binding as authority. It is entitled to the same respect and consideration as a decision of a circuit judge of equal learning and ability, and no more. The legislature of this state, in subsequently enacting the statute of uses and trusts, would probably attach no more, weight to it than to the previous intimation of the chancellor in Potter v. Chapin, already referred to. Certainly it is impossible, in view of this diversity of sentiment among the. judges prior to 1849, as to the effect of the statute, to say that it had an established judicial construction in New York when it was adopted here.
The express trusts retained by the New York statute are
On the argument, no importance was attached to the act of incorporation obtained subsequent to the commencement of this action; and it is clear upon the authorities that the question presented is not affected by that circumstance. Owens v. The Missionary Society of the M. E. Church, 14 N. Y., 380, and White et al. v. Howard et al., 46 id., 144. Besides, notice of Us pendens was duly filed when the suit was commenced.
It is further insisted that the devise in question is good as a devise in trust for the • lives of the trustees, or the longest liver of them, when it would wholly fail. But if we are right
Other objections were taken to tbe devise. It was objected that it violated tbe statute of perpetuities, and was void on that ground. A devise to a charity would seem to require that tbe property be held in perpetuity for tbe charity. But it will be seen that tbe trust authorized by tbe fifth subdivision must be limited in time. Tbis consideration raises a doubt whether that provision was intended to apply to a charitable use or trust at all. For tbe purposes of tbis case we bave assumed that it did, and bave so considered tbe question. "We do not see bow tbis objection is to be overcome, but will not express a definite opinion upon tbe point.
The other objection, that the order of St. Dominican and St. Catharine’s Female Academy, being unincorporated voluntary associations, could not therefore take the devise as beneficiaries, we do not consider. The decision in Downing v. Marshall as to the bequest to the Home Missionary Society, an unincorporated association, sustains the objection here; but we will not dwell upon it.
The devise being void, the property descended to the heirs-at-law. After the final settlement of the account of the executors, the probate court, by an order or judgment made under the provisions of cb. 103, R. S., assigned the residue of the estate of M. Thomasina Ginlcer to the defendants, to be held and owned by them absolutely in fee simple. The remaining question to be considered relates to the effect of tbis order or judgment upon the rights of the parties. -The counsel for the defendants contend that, regardless of the question whether or not the will was valid to pass the property to the defendants in trust or in fee, still tbis order or judgment is binding and conclusive upon all the parties in interest until set aside or reversed by a direct proceeding instituted for that purpose; that it cannot be attacked in a collateral action, and therefore
It is not necessary to enter upon an examination of the cases bearing upon the question of the construction of orders and judgments of probate courts. In certain matters these orders and judgments are conclusive upon the questions adjudicated. The counsel for the defendants, however, clearly point out a vital difference between the jurisdiction and powers of these courts and those of courts of general jurisdiction. The former are limited strictly and precisely to the powers conferred by statute, and what is irregularity and error merely in a court of general jurisdiction, to be corrected on error or appeal, becomes with them in many cases defect of jurisdiction, and renders their judgments void. Eor certain purposes the order or judgment of distribution may be deemed conclusive and final. In Loring, Adm'r, v. Steineman et al., 1 Metc., 204, the court held that “ a decree of distribution made by a probate court, after such notice as the court, in its discretion, shall thinlc proper to order, is so far conclusive as to protect an administrator acting in good faith, in conforming to it.” Kellogg v. Johnson, 38 Com., 269, states the same doctrine. We do not find it necessary to question the soundness of these decisions. Nor do we think the conclusion which we have reached is necessarily in conflict with the decisions in Emery v. Hildreth, 2 Gray, 228; Peters v. Peters, 8 Cush., 529;
The cases of Nash v. Church, 10 Wis., 303, and Kane v. The Rock River Canal Co., 15 id., 179, as to the effect of a judgment of partition, do not seem to require any special comment. Those decisions rest upon the peculiar provisions of the statute in that class of cases, and cannot be invoked in aid of the claim of the defendants here.
It follows from these views that the judgment of the circuit court must be affirmed.
By the Cou/rt.— Judgment affirmed.
Rehearing
On a motion for a rehearing, a brief was filed for the appellants, signed by Fuller & Dyer as attorneys, and L. S. Dixon of counsel, in which it was urged that the court had not only decided the questions, whether the judgment of the probate court was conclusive against the plaintiffs, and whether the will created a valid trust for a charitable use, which were the only questions raised and discussed by the appellants’ counsel at the former hearing, but had also decided that, treating the trust as merely a passive one,' the beneficiaries could not take the legal title under the statute, because they were a mere voluntary association, and that the devise therefore wholly failed, and the title passed to the heirs. Counsel contended at length that there is no absolute rule of
In the brief for the appellants on this motion, signed by Van Buskirk & Ritchie, with Fred. Winkler of counsel, it was contended, among other things, that, inasmuch as the court had decided that there was “ no possible ground for saying that this trust, whether passive or active, is fully expressed and clearly defined in the will,” and that “ this was essential to impart to it validity,” it followed of necessity that the title passed to the heirs.
The learned counsel for the appellants have moved for a rehearing in this cause, or for a modification of the sentence in the opinion which reads as follows: “ The devise being void, the property descended to the heirs-at-law.” It is said that the proposition of law embraced in this paragraph was not distinctly and fairly presented by the record, and was not discussed on the former argument either in the printed briefs or orally before the court. The counsel therefore aslc that we do not attempt to decide the question definitely at this stage of the cause, but reserve our judgment upon it until such time as it shall be fairly presented and argued. It does not occur to us that there is any valid objection to our complying with 'this request of counsel. It is true, the question as to what would become of the legal title if the devise or trust should be held void, was not discussed on the former argument. It seemed to me, however, a neces
The learned counsel for the respondents observe, in their argument filed in opposition to the motion for a rehearing, and against any modification of the opinion on the question suggested, that the motion or request is most remarkable and unprecedented in the history of judicial proceedings, being, as it is said, nothing more than an attempt to extort from this court an expression of an opinion upon a hypothetical case. An attempt of this kind, it is remarked in substance, could not have been expected -from one who had occupied an exalted judicial office in the state, and is to be looked upon as an effort, through eminent ability and the possible influence of his former position, to gain some advantage. The counsel responsible for these remarks probably did not stop to consider how improper or unjust they were to all concerned, or they would not have made them. No effort is made to obtain an expression of opinion upon any question, but the court is asked to withhold its judgment upon a point until further argument. That is all.
By the Coii/rt. — Motion denied.