Harrington v. Pier

50 L.R.A. 307, 82 N.W. 345, 105 Wis. 485, 1900 Wisc. LEXIS 151
CourtWisconsin Supreme Court
DecidedFebruary 2, 1900
StatusPublished
Cited by93 cases

This text of 50 L.R.A. 307 (Harrington v. Pier) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harrington v. Pier, 50 L.R.A. 307, 82 N.W. 345, 105 Wis. 485, 1900 Wisc. LEXIS 151 (Wis. 1900).

Opinions

Marshall, J

The vital question presented for adjudication on this appeal is, Is the bequest to trustees to. promote temperance work in the city of Milwaukee void for uncertainty? That involves the coitsideration of several cases where the important questions involved have been decided by this court, but without such a strict adherence to a definite judicial policy in each case and reasons given for the conclusions reached that it can be said, even at this late day, that we have an established system, based on entire harmony of judicial decisions, by which trusts for charitable purposes can be tested when their validity is challenged. The importance, always recognized, of protecting the individual right of every person to devote his private fortune to the public good so far as practicable without the violation of any legal principle, and of making all efforts to that end effective to accomplish the donor’s purpose, cannot be overestimated. Few things occur in the administration of justice more lamentable than the occasional strangling of some wise and noble purpose to devote the savings, or part of them, of a life of industry, to the upbuilding of the human race at some point or in some field, and the diversion of what was intended for some public benefit to private use, directly contrary to the will of him whose last days were solaced with the thought that his public benefactions would build an enduring monument to his memory in the hearts of grateful people, and the hope of eternal rewards for such well-doing believed to be waiting for bestowal. That idea prevailed with the fathers of the common law so far back that neither the memory of man nor judicial records run to the contrary. It became crystallized as a part of the common law of England long prior to the statute of 43 Eliz. ch. 4, to the effect that gifts to charitable uses should be highly favored and construed by the most liberal judicial rules that the nature of each case, as presented, would admit of, rather than that the gift should fail, and the intent of the donor fail of accomplishment. The judicial system in regard to such gifts was transplanted to [491]*491and became a part of the common law of this country and it has been so judicially declared in all or nearly all the ■states, barring the effect upon it of the statute of Elizabeth, except in states where, by statute, such system has been modified or abrogated. Just where this state stands on the •question, as before indicated, cannot be stated and the statement supported with that entire harmony of adjudications which should be sought for on a branch of the law of such importance. If that difficulty can be met and existing obscurities cleared up, so far as they affect the case before us, and a conclusion be reached as the result of an established harmonious judicial system entirely consistent in all its parts, this decision will have a significance far beyond the mere fact of justice done in the particular case.

The doctrine of equitable conversion is of importance on both appeals, but more particularly on the appeal of the residuary legatees. It is deemed best to take up that subject at this point, and it will result in disposing of the appeal of the residuary legatees first.

The will requires the executrix to convert the real property of the testatrix into money and to distribute the entire estate as personal property in the manner indicated therein. In the absence of any circumstances sufficient to do away with the force of that direction, it worked an equitable conversion of the testatrix’s real property into personalty, and required the will and every part of it to be treated as if dealing with property of the latter character in law and in effect, as of the death of the testatrix. The rule is that where there is a positive direction in a will to convert the real property into personalty, or there is á power of sale in a will and bequests of such a character as to plainly indicate a testamentary intent that such power shall be executed to provide the means of satisfying them, or where the provisions of a will cannot be carried out without converting the realty into personalty, and the conditions are such that the testator [492]*492must have contemplated that such conversion would take’ place to that end, courts of equity deal with the estate as. persona^ property from the time the will takes effect, — from the death of the testator. Chandler's Appeal, 34 Wis. 505; Dodge v. Williams, 46 Wis. 70; Milwaukee Protestant Home v. Becher, 87 Wis. 409; Hunt's Appeals, 105 Pa. St. 128; Given v. Hilton, 95 U. S. 591; King v. Woodhull, 3 Edw. Ch. 79; Rice, Real Prop. 32; 3 Redf. Wills, 141; Roper, Legacies (1st Am. ed.), 341. True, a general direction to sell all the real property for some one or more purposes named in a will does not always work a conversion thereof into-personalty where a necessity therefor does not exist and there is not a clear intent that at all events the testator’s purpose-was to distribute his estate as personal property. If it appear that the direction to convert the realty into money was coupled with and to merely effect some particular purpose susceptible of satisfaction by a sale of part of the realty-only, or if the bequest for such purpose be void, and the will evidences that the execution of the power of sale was made-dependent upon the purpose to be accomplished, the application of the doctrine of equitable conversion of realty into personalty ends where the absence of necessity for it begins. The mere circumstance, however, that bequests can be satisfied without a full execution of the power of sale, or be coupled with invalid bequests, is not so inconsistent with an-intent that the whole estate shall be treated as personal property as to preclude the application of the doctrine of equitable conversion in such- circumstances, if that be manifestly necessary to effect the testator’s intent gathered from the-entire will. As said in Given v. Hilton, supra, 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 estate shall be treated as personal property even though a necessity therefor does not exist, but such evidence is not conclusive on the question. The court, in [493]*493all cases where there is any obscurity, either in the literal ■sense of the language of the will or the application of such language to the facts, must resort to familiar rules for the judicial construction of such instruments, and when the real •thought of the testator, in mind when he made the will, shall have been discovered with clearness, if within the reasonable meaning of the language used to express it, such thought ■must be held to have impressed the property, of which the testator died seised or possessed, with a character consistent therewith.

The doctrine of equitable conversion, as above stated, is elementary.1 It has often been applied by this court, particularly in the class of cases to which this belongs, one of the most significant instances being in Dodge v. Williams; 46 Wis. 70. The application of it to the will in question, if the ‘bequest to promote temperance be valid, is not contested on •either appeal. Such application, in the event stated, is of importance on the theory that the statute of uses and drusts and the prohibition • of perpetuities in real estate apply to gifts of real property for charitable uses, but not to ■personal property. Such theory has much support in decisions of this court. It has been rather taken for granted than directly decided, since

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Bluebook (online)
50 L.R.A. 307, 82 N.W. 345, 105 Wis. 485, 1900 Wisc. LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harrington-v-pier-wis-1900.