Heermans v. Schmaltz

7 F. 566, 10 Biss. 323, 1881 U.S. App. LEXIS 2258
CourtU.S. Circuit Court for the District of Eastern Wisconsin
DecidedMay 28, 1881
StatusPublished
Cited by2 cases

This text of 7 F. 566 (Heermans v. Schmaltz) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Eastern Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heermans v. Schmaltz, 7 F. 566, 10 Biss. 323, 1881 U.S. App. LEXIS 2258 (circtedwi 1881).

Opinion

Dyer, D. J.

This is an action of ejectment, to recover the ■possession of 140 acres of land in Milwaukee county, occupied by the defendant Schmaltz, as lessee of the defendant Merrick, who claims ownership in hostility to the title of the plaintiff. The defence consists of a denial of the plaintiff’s title, and of adverse possession for a period of 20 years, which possession is also asserted for a period of 10 years under claim of title founded upon a deed from one Ellis Worthington to Levi J. Merrick, father of the defendant Levi 0. Merrick.

The case has been tried without a jury, the parties having [567]*567stipulated to submit it to the court. By regular chain of conveyances from the government, the plaintiff proved title in one Joseph Fellows, the plaintiffs grantor, now deceased. By deed of trust executed October 10, 1868, Fellows conveyed the premises in question, with other lands in Pennsylvania and other states, to the plaintiff; the granting clause in the deed, with its provisos, being as follows:

“JS! o w, therefore, I, the said Joseph Hollows, in consideration of the premises, also of one dollar to me paid by the said John Ifeennans, the receipt whereof is acknowledged, have sold, and by these presents do grant, release, and convey unto the said John Hoonnans, his heirs and assigns, forever, all my real and personal estate situated in the several states aforesaid, to have and to hold the same unto the said John 1 leermans, Ills heirs and assigns, forever: provided, always, that the said John llecrmans shall sell the said granted lands hv retail for t he best prices that can be got for the same, and convey the same in foe-simple to purchasers, with covenants of warranty binding my heirs to warrant and defend the titles to the lands so to bo sold and conveyed; and, until the said lands shall be sold as aforesaid, he shall rent such of them as can be rented for the best prices that can be got. He shall col loot all debts owing to me, and execute deeds as aforesaid for all lands now under contract of sale, on the payment of debts owing on them, respectively. The avails of the said real and personal estate shall be paid, distributed, and disposed of as follows: First, to defray the expenses of this trust, to wit, 5 per cent, commission on all monoy received and paid out, and all necessary and reasonable expenditures in and about the execution of the trust, including local agencies ; secondly, during my life the residue of all moneys received shall be paid over to me, or appropriated to my uses under my direction.; thirdly, after my decease, and after the payment of all my just and legal debts and the expense of the trust as aforesaid, the residue shall be distributed as directed in a writing supplementary to this deed, to be executed by me hereafter; or in case that such writing shall not be executed, then the said residue shall he distributed to my heirs according to the laws of the state of Hew York.”

By a supplementary instrument in writing, executed October 15, 1868, Fellows directed the avails of his property and certain real estate to be distributed and conveyed, after his decease, among certain relatives named, in certain specified proportions, with further directions that the shares of such of the residuary shareholders as should die before his decease should be distributed among their children, respectively, according to law. These instruments were executed in the state of New York, where Fellows resided, and where he died on the [568]*568twenty-ninth day of April, 1873. On the part of the defendants proof was made of a bond for a deed, dated January 26, 1857, from Fellows, by E. Worthington, his attorney, to Levi J. Merrick, by which Merrick agreed to pay $3,500 for the land, $1,000 dollars of which was to be represented by a note for that amount, payable September 1, 1857, with 10 per cent, interest, and the balance was to be secured by note and mortgage bearing 7 per cent, interest, and payable January 25, 1860.

As a further basis of title, the defendant put in evidence a warranty deed of the premises in question, from Ellis Worthington and wife to Levi J. Merrick, executed May 1, 1857, but not recorded until May 18, 1865. This was followed by proof o'f a deed from Levi J. Merrick to the defendant Levi C. Merrick, executed May 8, 1878, and a lease from the defendant Merrick to the defendant Schmaltz, executed April 30, 1879. Proof was also made of the execution of a lease of a portion of the premises, dated November 19, 1858, from Levi J. Merrick to one John Gappon, for the term of five years. Certain other documentary evidence in support of the defendants’ claim of title was introduced, consisting of a mortgage deed of 20 acres of said land, executed by Isaac Cappon and wife to Levi J.Merrick, November 23,1866 ; a contract foi’ a deed of the whole of the premises in question, dated October 12, 1874, from Levi J. Merrick to Casper Traxel and the defendant Schmaltz; and a release of said premises by the Bank of Milwaukee, executed August 11,1857, from the alleged lien of a judgment recovered July 1, 1857, by the bank, against Ellis Worthington. Proof was also made of possession of the premises by Levi J. Merrick, and those claiming under him, as hereafter more fully stated.

The first question which arises is, what interest or title, if any, was vested in the plaintiff by the instrument of conveyance from Fellows to him, executed October 10,1868, in connection with the supplementary instrument of date October 15,1868 ? It is claimed by the plaintiff that this conveyance is a valid deed, conveying the premises to the plaintiff as [569]*569trustee of an express trust, and vesting the legal title in him. On the other hand, the validity of this instrument is attacked on the ground that, if it has any force whatever, it can only be considered a power in trust, created for the benefit of the donor during his life; that as it provides for the disposition of the residue of the property after his death, it could, on the happening of that event, only take effect as a will; that no valid trust is created either under the New York or Wisconsin statute of uses and trusts; that whatever trust was declared, lapsed on tbo death of Fellows, and did not survive him; that the granting clause in the conveyance, by which the fee is attempted to be conveyed, is repugnant to the other parts of the deed; and therefore that the plaintiff has no such interest or title as enables him to maintain this action. The statute of Wisconsin in force when this conveyance was executed, and now known as section 2081 of the present Revision, provided as follows:

“ Express trusts may be created for any or either of tlie following purposes : (1) To sell lands for the benefit of creditors ; (2) to sell, mortgage, or lease lands for the benefit of legatees, or for the purpose of satisfying any charge thereon; (3) to receive the rents and profits of lands, and apply them to the use of any person during the life of such person, or for any shorter term, subject to the rules prescribed in the last preceding chapter; (4) to receive the rents and profits of lands, and to accumulate the same, for the benefit of any married woman, or for any of the purposes and within the limits prescribed in the preceding chapter; (5) for the beneficial interests of any person or persons, when such trust is fully expressed and clearly defined upon the face of the instrument creating it, subject to the limitations as to time prescribed in this title.”

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Bluebook (online)
7 F. 566, 10 Biss. 323, 1881 U.S. App. LEXIS 2258, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heermans-v-schmaltz-circtedwi-1881.