Lesesne v. Witte

5 S.C. 450, 1875 S.C. LEXIS 2
CourtSupreme Court of South Carolina
DecidedJanuary 16, 1875
StatusPublished
Cited by1 cases

This text of 5 S.C. 450 (Lesesne v. Witte) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lesesne v. Witte, 5 S.C. 450, 1875 S.C. LEXIS 2 (S.C. 1875).

Opinion

The opinion of the Court was delivered by

Moses, C. J.

However far the earlier decisions may have gone in construing as a trust the mere expression of a wish, entreaty or confidence, attached to a devise or legacy, the inclination of the Courts in more modern times, as Mr. Story, in the second volume of his Equity Jurisprudence, § 1069, says, “is not to extend this doctrine of recommendatory trusts.” Mr. Jarman, in his work on Wills, Vol. 1, 329, expresses himself to the like effect.

Though the language used may convey the wish or desire of the testator, as to the use of the property devised, if it does not impose an obligation which can be enforced in a Court of Equity, it cannot be held to control or qualify the absolute interest which is con[460]*460ferred by the previous disposition. Where an absolute right is given, words which are to annex a limitation to its free and uncontrollable exercise must not only be mandatory, but, in themselves, show the manner in which they are to operate, so that the purpose of the testator may clearly appear — how or in what degree he- intended to affect the original gift by restrictions entirely inconsistent with its independent enjoyment.

A mere general expression of affection and favor, even in regard to the children of a testator, has never been held, where, by his will, the estate in unrestricted terms was given to the wife, to convert it into a life interest, unless such disposing intention in their favor is manifest from the words employed. If there is nothing to control the use of the property in the hands of the first taker, and he may appropriate it exclusively to his own purposes, there will be wanting that certainty which is necessary to give effect to the recommendation as a trust.

It is not urged that the will under which the appellant claims uses any mandatory words in any way limiting the absolute right of the widow to the real estate devised. It is contended, however, that the precatory expression by the testator of confidence in her judicious use of it, for the benefit of herself and children, creates such a trust as must entirely destroy the exclusive interest, which, without these superadded words, she would take in the property. It will be observed that there is no direct gift to the children, on whose behalf the trust is sought to be established by the respondent, to shield him from the relief claimed by the complaint, nor are there any words interposed directory to the wife, either as to the mode of her use of it, or at all indicating how or to what extent the children should have its enjoyment. Indeed, such appears to have been his confidence in her affection and judgment, that, though having his children at the time in his mind, instead of conferring on them any express or definite interest in his estate, he prefers to give her the unrestricted power over his whole property, in the confident belief that it would thereby be the more advantageously used for their benefit.

Is this confidence, thus reposed in his wife, which was the declared inducement to the disposition in her favor, to be controlled, unless a clear trust, which would be inconsistent with the right so plainly first conferred upon her, is shown to have been intended by thesuperadded words? He has, in the most solemn instrument a man [461]*461can execute, testified to the confidence which he had. in her, and no authority has been produced to the Court which could justify it in annexing terras or qualifications which would declare that he did not intend what he said. The manner in which she might use the property was to be in entire accord with her judgment. There is no control as to the mode in which she should employ it. Its use was to be subject to her own determination. For aught that appears, she could not better exercise the discretion with which she is invested than by a sale of these very premises. Their conversion into money may be the most judicious use which she can make of them, and may fully justify the confidence which her husband had in her when'he constituted her his sole devisee and legatee.

We are not disposed to extend the rule which the Courts have adopted in regard to the force and effect of devises created by mere words of recommendation. More especially should it be narrowed to the limits prescribed by the authority of decided cases, where there is no mode of ascertaining, as is the one before us, to what extent the trust is to operate. The vagueness in the direction as to the proportions which the supposed beneficiaries shall enjoy, where the benefit may be claimed by more than one, and the want oí description of the manner in which the trust is to be executed, may well be urged against its existence. As observed by Mr. Lewin, in his treatise on Trusts and Trustees, 169, “ the difficulty that would attend the execution of such imperfect trusts is converted by the Court into an argument that no trust was really intended. Nor will the devise be construed into a trust if it appears, from the context, that the first taker was to have a discretionary power to withdraw any part of the subject, from the object of the wish or request.”—Knight vs. Knight, 3 Beav., 174.

The words of the will here are not as strong in favor of the children as those in Pope vs. Pope, 10 Sim., 1, where the testator, after “ trusting that his wife will, from the love she bears him and their dear children, so husband and take care of what property there may be, for their good, and, should she marry again, then she may convey to trustees, in the most secure manner possible, what property she may7 then possess, for the benefit of the children, as they may severally need or deserve, taking justice and affection for her guide.” It was held that no trust was created in favor of the children, and so we are bound to hold here.

There is no branch of equity jurisdiction in which the Court is [462]*462allowed the greater exercise of a sound and reasonable discretion, “ which governs itself, as far as it may be, by general rules and principles,” than that which relates to the specific performance of agreements. As was said by Lord Eldon, in Radcliffe vs. Warnington, 32 Ves., 331, “ the jurisdiction is not compulsory upon the Court, but the subject of discretion. The question is not what the Court must do, but what it may do, under the circumstances.”

“ Time is not generally deemed, in equity, to be of the essence of the contract, unless the parties have expressly so treated it, or it necessarily follows, from the nature and circumstances of the contract.”—Story’s Eq. Juris., § 776.

The aim of the Court is to ascertain the real intention of the parties, from an examination of all the circumstances attending the contract, and to give effect to such intention, when discovered. After an examination of all the cases brought before him on the argument of Upwell vs. Knight, 1 Y. and C. Excheq., 415, (note to § 776, Story Eq. Juris.,) Mr. Baron Alderson lays down what he regards the governing principle: “It is to examine the contract, not merely as a Court of law does, to ascertain what the parties have in terms expressed to be the contract, but what is, in truth, the real intentions of the parties, and to carry them into effect.” The effect of time, in regard to the specific performance of agreements, is considered and discussed in Thompson vs. Dulles, 5 Rich.

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Related

Starratt v. Morse
332 F. Supp. 1038 (D. South Carolina, 1971)

Cite This Page — Counsel Stack

Bluebook (online)
5 S.C. 450, 1875 S.C. LEXIS 2, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lesesne-v-witte-sc-1875.