Ruth v. Oberbrunner

40 Wis. 238
CourtWisconsin Supreme Court
DecidedAugust 15, 1876
StatusPublished
Cited by36 cases

This text of 40 Wis. 238 (Ruth v. Oberbrunner) 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
Ruth v. Oberbrunner, 40 Wis. 238 (Wis. 1876).

Opinions

Cole, J.

The learned counsel for the defendants insist that the judgment of the circuit court awarding the property described in the complaint to the plaintiffs, is erroneous on two grounds: First, because the devise made by M. Thomasina Ginker in her will was for a charitable use or purpose, and was valid by the laws of this state; and second, because the judgment of the probate court giving a construction to the will and assigning the real estate absolutely in fee simple to the defendants, to be owned and held by them in common, share and share alike, is conclusive on the plaintiffs, and all other persons having or claiming any interest in the estate of the testatrix at the-time that judgment was rendered.

The first inquiry then is, Can this devise be sustained under the laws of this state? The question is new in this state; is of vital importance as affecting the law of charitable uses and trusts; and is surrounded with great difficulty, in whatever aspect it is considered. On the part of the defendants it is claimed and insisted, that the devise is to a charitable use or purpose, and is legal and valid. In support of this view it is forcibly argued, that the devise is to trustees who are natural persons capable of taking and holding the estate for the benefit of the beneficiaries named; that the trust is so expressed and defined that it can be enforced by a court without resort to the ey pres doctrine exercised by the English court of chan-[255]*255eery, or without invoking the aid of any prerogative power or jurisdiction except such as is of a purely judicial nature. The cestui que trusts or beneficiaries, it is said, are a well ascertained body or society of individuals, whose rights as such are and will ever remain a proper subject of easy and accurate judicial inquiry and determination — the existence of the order of St. Dominican and St. Catharine’s Female Academy of the city of Eacine being a matter of general notoriety, so spoken of in the will of the testatrix, and so appearing from the evidence in the cause. The devise, therefore, is not like an undefined gift to charity where there is no trustee, nor any designated cestui que trust, which the courts in this country, and especially the courts of New York, have refused to uphold and execute. But it is precisely such a charitable use and trust as the courts of that state, notwithstanding the statute of uses and trusts, have sustained and enforced, and will continue to protect and enforce, unless the doctrine of the earlier decisions of the court of. appeals relating to charitable uses is to be looked upon as overruled by a decision of very recent date. Some high and most respectable adjudications in New York are cited by counsel in support of this position; but it must be admitted that the decisions and reasoning of judges of much eminence, in other cases in that state, have raised grave doubts as to the accuracy of the earlier decisions. The question, too, has been somewhat embarrassed by the different views entertained in regard to the origin of equity jurisdiction over charities; some holding that it was almost' entirely founded on the statute of 43 Eliz., while others claim that this statute “ was not introductory of any new principles, but was only a new and less dilatory and expensive method of establishing charitable donations, which were understood to be valid by the laws antecedently in force.” Denio, J., in Williams v. Williams, 8 N. Y., 525-542. Mr. Spence, in his work on Equitable Jurisdiction (vol. 1, p. 587), while speaking on this subject, observes that “ where gifts of personal estate [256]*256were made by act inter vimos, to persons capable of taking, for definite charitable purposes or uses, and where lands, or the use of lands, were by deed or will directed to be applied for the like purposes, the court of chancery, apparently under its general power to enforce the performance of trusts, entertained jurisdiction of trusts of this description equally as of private trusts. Where there was no trustee, or where there was a trustee and the trust was indefinite, as for the poor generally, if applications to the court of chancery were ever made and sustained, as some high authorities have maintained, it must have been at the instance of some person on behalf of the king as parens patries; but there is no memorial, at least amongst the records that have yet been published, or to be discovered from the searches that have been made in the repertories of the court, of any information on behalf of the crown to the court of chancery for such a purpose before the time of Elizabeth.” He closes his remarks by saying: There was nothing to exclude the court of chancery from exercising its authority under its general jurisdiction for compelling trustees properly constituted to apply the rents and profits of charity estates according to the trust reposed in them. It seems, however, that no bill could have been sustained to establish a charity which was void at law for want of sufficient devisee, prior to the statute 43 Eliz.”

We have alluded to this question because it was so ably discussed in the argument of this and another cause before us for decision, though the view which we have taken of the case renders it unnecessary to consider whether the law of charities had its origin in that statute or not. But were it otherwise, we could not possibly add anything to a discussion which has already been exhausted on both sides, and in which some of the greatest lawyers and judges have been engaged. 2 Story’s Eq. Jur., ch. 32; 2 Kent, 363 et seq.; Vidal et al. v. Girard’s Ex'rs, 2 How. (U. S.), 127; Fontain v. Ravenel, 17 id., 369; Williams v. Williams, supra; Owens v. Missionary Society, [257]*25714 N. Y., 380; Beekman v. Bonsor, 23 id., 298, 575; Levy et. al. v. Levy et. al., 33 id., 97; Bascom v. Albertson, 34 id., 584; Holmes et al. v. Mead, 52 id., 332. It may be admitted tbat tliis devise would be sustained in England, and by some courts in tliis country where the doctrine of ey pres prevails. But the concession does not obviate or remove the serious objections taken to it under our statutes. By sec. 1, ch. 84, E. S., it is enacted that uses and trusts, except as authorized and modified in this chapter, are abolished; and every estate and interest in lands shall be deemed a legal right, cognizable as such in the courts of law, except when otherwise provided in this title.” By the next two sections, every estate held as a use was confirmed as a legal estate, and any person who, by virtue of any grant or devise, was entitled to the actual possession of lands and the receipt of the rents and profits thereof in law or equity, must be deemed to have a legal estate therein of the same quality and duration and subject to the same conditions as his beneficial interest. And section 5 provides that every disposition of lands, whether by deed or devise, shall be directly to the person in whom the right to the possession and the profits shall be intended to be vested, and not to any other to the use of or in trust for such person, and if made to one person for the use of another, except as otherwise provided in the chapter, no estate or interest, legal or equitable, shall vest in the trustee.

The language in the first section is sufficiently comprehensive and explicit to embrace all uses and trusts in lands; and the question is, Does it not include charitable uses and trusts in lands ? If so, no .charitable use or trust is valid which does not come within the statutory requirements.

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Bluebook (online)
40 Wis. 238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ruth-v-oberbrunner-wis-1876.