McHugh v. McCole

72 N.W. 631, 97 Wis. 166, 1897 Wisc. LEXIS 36
Wisconsin Supreme Court·Decided October 22, 1897·Published·Cited by 20 cases

Opinion

PiNNEY, J.

The record does not disclose how much of the testator’s estate cqnsisted of realty, or how much of personal property. It may be fairly assumed from the seventh or residuary clause of the will, disposing of “ all the rest, residue, and remaider of the testator’s estate, real or personal,” to the Roman Catholic bishop of G-reen Bay, Wisconsin, “ to be by him used for the benefit and behoof of the Roman Catholic Church,” that the testator owned both real" and personal estate, and that it was understood that there might be a residue or remainder of either real or personal estate not required for the payment of the legacies specified in the will. The will contemplates, as to the legacies therein named, that it should be executed in personalty exclusively, and that any residue of real estate which it might not be necessary to sell in order to pay said legacies should pass under the residuary clause in the will. It was plainly the intent of the testator that, for the purpose of satisfying said legacies, his executor should convert, if need be, all his real estate into money. If the said provisions of the will are valid, the doctrine of equitable conversion would apply to the extent that the provisions of said will may be valid; and the court would deal with the estate as personalty. Dodge v. Williams, 46 Wis. 97; Webster v. Morris, 66 Wis. 399. It will be seen upon an examination of the record that if a residue of realty remained unsold, the sale of which was not necessary for the payment of such bequests, the validity of [173] -the will as a devise of such realty will be determined by .principles involved in the determination of the validity of the bequests above stated. All the contested provisions of the will are essentially trust provisions, and appear to be void for uncertainty and wholly incapable of being executed by a court of equity by virtue of its judicial jurisdiction over private trusts. Unless they can be so executed, they must necessarily fail; for it is settled that the doctrine of ay fres— as it existed in England and as it has been applied in some of the states of the American Union, whereby trust provisions are administered and executed as near to the presumed intention of the donor or founder as may be — is not recognized or acted upon by the courts of this state as a part of the judicial power of the state. The doctrine rests upon a prerogative or sovereign power, is not strictly judicial.in its nature, and consequently the courts of the state cannot exercise it. Will of Fuller, 75 Wis. 435; Heiss v. Murphey, 40 Wis. 276; Ruth v. Oberbrunner, 40 Wis. 238.

We are of opinion that the trust provisions in question are void for uncertainty, in that no certain and competent-beneficiaries are named who may come into a court and claim and establish their right to the fund and to the execution of the trusts of the will;, and no method has been prescribed or pointed out for the administration of the several funds or their application to the purposes of the supposed trusts. The testator has not fully defined his trust purposes, but has left them so indefinite that it is impossible for the court, in the exercise of its judicial functions, to administer them after the manner of private trusts, without in substance making a new will for the testator, or at least new and effective provisions to carry his supposed intentions into effect. Will of Fuller, 75 Wis. 435. In order that these trusts shall •be sustained, they must be of such a clear and definite nature that the court can deal with them in the exercise of its ordinary judicial functions, and render them effective. Web[174] ster v. Morris, 66 Wis. 366; Heiss v. Murphey, 40 Wis. 276; Estate of Hoffen, 70 Wis. 522. The position that the disputed trust provisions of this will are hopelessly indefinite and uncertain, for the reasons stated, is supported by very many recent and well-considered cases, and by arguments which we are compelled to regard as unanswerable. It was conceded by the learned counsel for the party seeking to maintain these several disputed provisions that, regarded as trusts, they must necessarily fail. That they are trust provisions, imposing active duties upon the trustee, does not, Ave think, upon a consideration of their terms, admit of doubt or question.

1. The bequest of $300 to the bishop of Fond du Lac, Wisconsin, is “ to be used by him for the benefit and behoof of the Protestant Episcopal Church of Fond du Lac, Wisconsin.” The Protestant Episcopal Church of the diocese of Fond du Lac is not, so far as we are advised, a body corporate or legal entity, capable in law of taking, claiming, or asserting any right in court to this fund, and could not, as against the personal representatives and distributees of the testator or do,nor, apply for and have it paid over. It consists, as we understand, of several churches or organizations, and there has been no selection, or provision for any, as to which of said ohurches, or what members of either of them, are to take or to participate in the donor’s bounty, or to what extent, nor has there been authority conferred on any one to make such selection. In the absence of such provision the court will be powerless to make any such selection without any plan or scheme, oy fres, for the distribution of the funds.

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McHugh v. McCole, 72 N.W. 631, 97 Wis. 166, 1897 Wisc. LEXIS 36 (Wis. 1897).

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