Ludington v. Patton

86 N.W. 571, 111 Wis. 208, 1901 Wisc. LEXIS 16
CourtWisconsin Supreme Court
DecidedSeptember 24, 1901
StatusPublished
Cited by82 cases

This text of 86 N.W. 571 (Ludington v. Patton) 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
Ludington v. Patton, 86 N.W. 571, 111 Wis. 208, 1901 Wisc. LEXIS 16 (Wis. 1901).

Opinions

The following opinion was filed June 20, 1901:

Maeshall, J.

While appellant’s counsel filed numerous •exceptions to the findings of fact, and exceptions to refusals to find as requested by them, and assigned error .generally ■on such exceptions, no particular error in that regard is found pointed out in the printed brief, nor is the subject there dismissed, nor was there anything in the oral argument by counsel for appellant to indicate that reliance for reversal is placed on such exceptions, other than the exception to the finding that appellant was not prevented from discovering her statutory rights by the conduct of defendants. The •contention is, as we understand it, that the conclusion of law upon the facts found should have been substantially in •accordance with the prayer of the complaint. While that •situation relieved us from any necessity of examining the evidence at any great length, in view of the importance of the case and its character the evidence has been examined, which has resulted in a conviction that the findings of fact cannot be disturbed under the rules governing that subject,^— except that part thereof wherein it was decided, in effect, that appellant was not prevented from discovering •and asserting her legal rights by the conduct of the defendants or any of them, other than by the failure of Yan Schaiclc •and Patton to fully disclose to her the knowledge they possessed as to the value of the estate and her rights therein before the contract was made; and the further conclusion that all the suggestions appellant’s counsel made as to the facts to be found were in terms or effect embodied in the findings filed, except one to the effect that appellant would [228]*228have asserted and enforced her legal rights in her husband’s estate had the executors and trustees performed their duty to her as such at the time of their acquirement of her rights. There does not seem to be any specific finding upon that point. The learned superior judge, in the conclusions of law, appears to have decided that, since appellant did not, within the year allowed to her by law, elect that she would not take the provision made by the will, and did not form any intent to so elect which was displaced by the misconduct of the executors and trustees towards her, the statute limiting the time for making such election operated upon her legal rights and extinguished them, leaving her remediless both in law and in equity, regardless of the fact that she voluntarily parted with such rights without any appreciation of their nature or value, or the manner of securing them, or the necessity for information on those points; and the duty of the executors and trustees to abstain from dealing with her for their own benefit or the benefit of others whom they represented, while she was in that state of mind, and regardless of whether, had they performed their full duty to her before such dealing, she might, or probably would, have declined to part with her rights without receiving an adequate compensation therefor. Of course, if the learned superior judge was right in that regard, then the subject matter of fact to which we have referred, not specifically covered by the findings filed, which omission is a subject of complaint by counsel, is immaterial.

Before proceeding to discuss the questions suggested in the foregoing, upon which the correctness of the judgment appealed from depends, it seems best to consider the contention made by the learned counsel for respondents, that the judgment is right on the evidence and the facts found which are strictly facts; that the conclusion reached by the trial court, that the trustees and executors were in duty bound to see that plaintiff understood and appreciated. her [229]*229legal rights before dealing ‘with her, is a conclusion of law and is wrong; that a restitution by appellant of the benefits she received under the contract she seeks to avoid was a condition precedent to any right of action to rescind it; and that she was guilty of laches.

It seems, by the argument of the learned counsel for respondents in support of the contention that the decision of the trial court is wrong, that the executors owed to plaintiff the duty to inform her as to her legal rights or to place her in the way of obtaining such information and not to deal with her till she possessed and appreciated such knowledge, that they misapprehend the scope of the decision. They argue that it was not the duty of the executors to do anything as regards instructing appellant or stimulating her to obtain information of her rights that would be liable to disturb the scheme of the will, and to that they cite, from 1 Lewin, Trusts (Flint’s Am. ed.), p. 286, and Perry, Trusts (5th ed.), § 433, the elementary principle that, “ Trustees would not be justified in doing any act at variance with the trust. If, for instance, they honestly believed that property accepted by them in trust for one belonged by right to another, they would not be justified in communicating to such other that he could successfully obtain the estate. Trustees have the custody of property, but do not keep the conscience of the cestui que trust.” We fail to see the application of that principle to the facts of this case. Yan Schaick and Patton stood in a far different relation to appellant than that of a mere trustee of the estate of Gov. Ludington for the particular uses and purposes expressed in the will. The entire property of the estate was willed to them for the uses and purposes expressed, and, just as effectually, for such other uses as the law in-grafted onto the will. The will did not disturb appellant’s legal rights, except provisionally. They were written into the instrument, by force of the statute, as effectually as if [230]*230they had been expressed by the testator himself, leaving appellant the alternative of taking one provision or the other. The executors and trustees were the trustees of the property for appellant the same in the one case as in the other. To compare her situation and her relations to the executors with those of a mere stranger to a trust, as a test by which to determine the measure of the duties which such executors owed to her, is to set up an obviously false standard. Therefore, counsel’s contention, in respect to the duty of Yan Schaick and Patton towards plaintiff, so far as based on such principle, cannot be adopted.

Coming nearer to the rule governing at this point in the case are Stephens v. Gibbes, 14 Fla. 331, 356, and Akin v. Kellogg, 119 N. Y. 441, cited by respondents’ counsel, to the effect that there is no duty resting upon the executor of a will making a provision for a widow, to inform such widow of her legal rights; but that she is presumed to know the law and that it is her duty to discover her rights for herself and to assert them. That such doctrine necessarily works oppressively in some cases cannot be denied.

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Cite This Page — Counsel Stack

Bluebook (online)
86 N.W. 571, 111 Wis. 208, 1901 Wisc. LEXIS 16, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ludington-v-patton-wis-1901.