Lore v. Habermeyer

52 N.W.2d 885, 261 Wis. 266, 1952 Wisc. LEXIS 221
CourtWisconsin Supreme Court
DecidedApril 8, 1952
StatusPublished
Cited by33 cases

This text of 52 N.W.2d 885 (Lore v. Habermeyer) 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
Lore v. Habermeyer, 52 N.W.2d 885, 261 Wis. 266, 1952 Wisc. LEXIS 221 (Wis. 1952).

Opinions

Brown, J.

Sec. 253.03 (2), Stats., puts jurisdiction in the county court, — concurrent with the circuit court, — to determine title to or interest in real and personal property in so far as that is necessary for the complete administration of an estate.

Jurisdiction of the subject matter is conceded because of the statute. However, appellant submits that concurrent jurisdiction requires the county court to concur in the practice by which controversies over titles to realty are presented to the circuit court. Hence he argues, — though to do him justice, without much fervor, — that the court’s jurisdiction should have been invoked by a summons and complaint served by the claimant on the administrator óf Mr. King’s estate.

[269]*269When the personal representative of the deceased holds and asserts title to personalty which is also claimed by another person it has been the practice for that other to apply to the county court for the surrender of his property, whereupon the issue of ownership has been tried and determined. It was so done in Estate of Nols (1947), 251 Wis. 90, 28 N. W. (2d) 360, and in Estate of Abddulah (1934), 214 Wis. 336, 252 N. W. 158, both approved by this court, and in other cases. When the legislature, in 1949, by sec. 253.03 (2), Stats., added real estate to the properties whose title might be adjudicated in county courts if that were necessary to the settlement of an estate, we find no reason to believe that it had any intention to modify the procedure which was already operating satisfactorily in those courts in respect to the ownership of personalty. The words of sec. 253.03 (2) which give the county court concurrent jurisdiction to try real estate titles “. . . to the same extent and with like effect as such matters and controversies may be heard, tried, and determined in courts of general jurisdiction” refer to the scope and effect of the adjudication, not to the practice by which the result is reached. Appellant traces the statutory history of the Milwaukee county court and concludes that it is more restricted in this respect than other county courts and must conform to circuit court procedure. We can only say that we do not believe so. Accordingly, we hold that the learned trial judge did not err in entertaining the proceeding, presented to his court by petition and order to show cause. We turn, then, to the real problem.

An estate held by two persons in joint tenancy is one which the cotenants enjoy equally during their lives and which goes wholly to the survivor as an estate of inheritance upon the death of either of them. The question now before us is whether this right of survivorship is affected when one tenant murders the other. In some jurisdictions it is held [270]*270that the circumstances of the death are immaterial and the right of survivorship takes its customary course. Welsh v. James (1951), 408 Ill. 18, 95 N. E. (2d) 872. Other states refuse to permit the wrongdoer to profit from his crime and withhold from him that which he would have taken if the death had not been due to his illegal act. Perry v. Strawbridge (1908), 209 Mo. 621, 108 S. W. 641. Wisconsin is committed to the latter view. In Estate of Wilkins (1927), 192 Wis. 111, 211 N. W. 652, we considered the case of one “K.” who was the legatee of Wilkins and who, not knowing of the legacy, murdered Wilkins and immediately committed suicide. The county court determined that, because of his deed, the murderer took nothing under the will. Mr. Justice Doerfler, speaking for this court said (p. 119) :

“. . . by his [the judge’s] decree he in effect held that the will became inoperative at the time of the death of the testatrix, in so far as the rights of K. were concerned, and with this holding we fully agree.
“The equitable doctrine that a man shall not profit by his own wrong dates back centuries in the history of the common law, and is as old as equity itself. It is recognized, as far as we are able to determine, in the laws of all civilized communities. It lies at the foundation of every religious faith, and may be said to be one of the cornerstones of the Christian religion. It is vitally essential to the administration of justice, and a careful search of our statutes fails to reveal that it was ever modified or abrogated. It therefore exists at the present day in Wisconsin, with all the force which it possessed throughout the ages, and this court in holding as it does in this opinion does not intrench upon the legislative field, but, on the contrary, its holding is in harmony with the spirit and intent of the legislature. No system of laws permits a criminal to profit by his own crime, for if this were so, the very object of all law would be subverted.”

The appellant administrator stands in the^shoes of Henry King. He may have only what King would have if King were living. If King still lived and claimed what his admin[271]*271istrator now claims, his whole claim would be predicated upon his unlawful act. It is, of course, unknown who would have survived except for the murder. The one thing certain is that King was the survivor because he murdered his wife and all his claims as such survivor grow out of the murder. Under the principles quoted from Estate of Wilkins, supra, such claims may not be allowed.

Many text writers and a few courts say that legal title shall pass to the slayer but equity will declare him to be a constructive trustee who holds the estate (except for his right to enjoy a one-half interest during his lifetime), for the benefit of his victim’s heirs, to whom the entire estate will pass upon such trustee’s death. Ames, Lectures on Legal History, pp. 310-322; 3 Scott, Trusts, pp. 2380-2404, secs. 492-494; Ellerson v. Westcott (1896), 148 N. Y. 149, 42 N. E. 540; Restatement, “Restitution, pp. 763-775, secs. 187, 188. We are committed by Estate of Wilkins, supra, page 118, to the view that no estate, in trust or otherwise, passes to the slayer upon the death of the slain. Appellant submits that this is an interference by the court with statutes of descent and that it works attainder and corruption of blood, in violation of our átate and federal constitution. No statutes of descent are involved. The devolution of the property is an incident of joint tenancy. The property does not pass to the survivor by inheritance nor according to any laws of descent. Such statutes as there are argue strongly against the possibility of a cotenant husband terminating the joint tenancy by murder. The learned trial court analyzed secs. 246.01, 246.03, and 235.01 (2), Stats., thus:

“The first statute quoted provides that the real estate in question shall not be subject to disposal by Henry King. The second statute quoted provides that the real estate and personal property in question shall not be subject to disposal by Henry King, and the third statute quoted provides that the real estate in question may not be alienated by Henry [272]*272King, by deed or otherwise, without the consent of his wife, Viola King.
“It is the decision of this court that by force of the above statutes Henry King was powerless to deprive his cotenant of her interests in the property in question and that since he could not deprive her thereof they must be held and considered to survive her death and upon the death of Henry King the joint tenancy terminated and the estate of the. victim became the sole owner of such property.”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of Blodgett
147 P.3d 702 (Alaska Supreme Court, 2006)
Estate of Merrill Ex Rel. Mortenson v. Jerrick
605 N.W.2d 645 (Court of Appeals of Wisconsin, 1999)
In RE ESTATE OF HACKL v. Hackl
604 N.W.2d 579 (Court of Appeals of Wisconsin, 1999)
Lakatos v. Estate of Billotti
509 S.E.2d 594 (West Virginia Supreme Court, 1998)
McDowell v. Trailer Ranch, Inc.
421 So. 2d 751 (District Court of Appeal of Florida, 1982)
Maine Savings Bank v. Bridges
431 A.2d 633 (Supreme Judicial Court of Maine, 1981)
Gedlen v. Unborn Children of Safran Ex Rel. Kaiser
306 N.W.2d 27 (Wisconsin Supreme Court, 1981)
Kempaner v. Thompson
394 So. 2d 918 (Supreme Court of Alabama, 1981)
State Ex Rel. Miller v. Sencindiver
275 S.E.2d 10 (West Virginia Supreme Court, 1980)
Preston v. Chabot
412 A.2d 930 (Supreme Court of Vermont, 1980)
Jamestown Terminal Elevator, Inc. v. Knopp
246 N.W.2d 612 (North Dakota Supreme Court, 1976)
State Farm Life Insurance v. Smith
331 N.E.2d 275 (Appellate Court of Illinois, 1975)
Larendon Estate
266 A.2d 763 (Supreme Court of Pennsylvania, 1970)
Johansen v. Pelton
8 Cal. App. 3d 625 (California Court of Appeal, 1970)
Saltares v. Kristovich
6 Cal. App. 3d 504 (California Court of Appeal, 1970)
In re the Estate of Bobula
227 N.E.2d 49 (New York Court of Appeals, 1967)
Whitfield v. Flaherty
228 Cal. App. 2d 753 (California Court of Appeal, 1964)
Jezo v. Jezo
127 N.W.2d 246 (Wisconsin Supreme Court, 1964)
Hargrove v. Taylor
389 P.2d 36 (Oregon Supreme Court, 1964)

Cite This Page — Counsel Stack

Bluebook (online)
52 N.W.2d 885, 261 Wis. 266, 1952 Wisc. LEXIS 221, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lore-v-habermeyer-wis-1952.