American Security & Trust Co. v. Sullivan

72 F. Supp. 925, 1947 U.S. Dist. LEXIS 2417
CourtDistrict Court, District of Columbia
DecidedJuly 28, 1947
Docket29602
StatusPublished
Cited by11 cases

This text of 72 F. Supp. 925 (American Security & Trust Co. v. Sullivan) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
American Security & Trust Co. v. Sullivan, 72 F. Supp. 925, 1947 U.S. Dist. LEXIS 2417 (D.D.C. 1947).

Opinion

CURRAN, Associate Justice.

This is an action brought by the American Security and Trust Company, a corporation created by and existing under the laws of the District of Columbia, and doing business in said District, as Trustee under the Will of Thomas C. Sullivan, deceased, to have the will construed and to obtain the Court’s instructions with respect to the proper distribution of the trust estate created by said will.

The following defendants are sued as nephews and nieces of Thomas C. Sullivan, deceased, all of whom were named as dis-tributees who survived the life beneficiary, Anna J. Stith:

Defendant # 1 — Walter S. Sullivan

Defendant # 6 — Edith M. Sullivan Roeser

Defendant # 8 — Elizabeth Sullivan Miller

Defendant #15 — Estelle Sullivan Zeibold

Defendant #16 — Earl Sullivan

Defendant #17 — Walter Sullivan

Defendant #18 — Charles P. Sullivan

Defendant #19 — Clara Sullivan Davidson

Defendant #20 — Edna Sullivan Messick

Defendant #21 — Ruth Sullivan Fetterhoff

Defendant #22 — Nellie Sullivan (Elicker) Ankay

Defendant #23 — Anna Myrtle Sullivan (Burkit) Hetzler

Defendant #26 — Fannie Sullivan Alderson

Defendant #31 — Edna MacFadden Smith

Defendant #33 — Paul Freeman Oakes

, The complaint alleges that the following named defendants are sued in their hereinafter described capacities:

Charles Sullivan, who was a nephew of the said testator, died intestate in 1909 leaving him surviving the following children: Gladys C. White, defendant #2; Mildred C. Hawes, defendant #3 and Warren J. Sullivan, defendant #4.

Samuel M. Sullivan, who was a nephew of the testator, died in 1935 leaving no issue him surviving. Joseph P. Murphy of Denver, Colorado, was appointed his Administrator, but the administration of this estate has been closed and the said Joseph P. Murphy is now deceased, and, therefore, the unknown heirs at law, next of kin, legatees, devisees and alienees of the said *928 Samuel M. Sullivan are named parties defendant #5.

James Sullivan, nephew of the said testator, died in 1931 and his wife, Amelia L. Sullivan was the duly appointed adminis-tratrix of his estate. Said Amelia Sullivan is now deceased and Martha S. Pray, daughter of James Sullivan, is his only issue and is named as defendant #7.

Thomas C. Sullivan, II, nephew of the said testator, predeceased the testator, leaving surviving children Chester T. Sullivan, defendant #9; Anna Sullivan Madden, defendant #10 and Alma Sullivan Hunt, who died leaving surviving her, Paul M. Hunt, her husband, who is named as defendant #11, Paul M. Hunt, Jr., her son, who is named as defendant #12 and Dolores Hunt Doolan, her daughter, who is named defendant #13.

Oliver Sullivan, nephew of the said testator, died intestate in 1937, leaving him surviving, as his only issue, his daughter, Cleo Marguerite Sullivan Rech, who is named defendant #14.

Grace Sullivan Sherman, a niece of the said testator, died in 1935, leaving her surviving, W. T. Sherman, her husband .and Administrator of her estate, and who is named as defendant #24; and Howard C. Sherman, her only child, who is named defendant #25.

Walter McFadden, who was a nephew •of the testator, died in 1939 leaving him surviving his wife, Margaret S. McFadr den, Executrix of his estate and named defendant #27 and #28. Said defendant is sued both as the widow of Walter McFadden as well as Executrix of his estate. Walter McFadden also left him surviving, two daughters: Martha McFadden Wood-mansee, who died intestate leaving her surviving her husband, Paul Woodmansee, who is named defendant #29 and the other daughter, Marian McFadden, who is named as defendant #30.

Jean Sullivan Oakes, who was a nephew •of the testator, died intestate in 1918 and plaintiff alleges that he left no issue surviving him and, therefore, the unknown heirs at law, next of kin, legatees, devisees .and alienees of Jean Sullivan Oakes are named parties defendant #32.

Lawrence Miller, who was a nephew of the testator, died intestate in 1929 leaving no issue him surviving, but was survived by his widow, Elizabeth Sullivan Miller, who is defendant #8. The unknown heirs at law, next of kin, legatees, devisees and alienees of the said Lawrence Miller, deceased, are also named as parties defendant #34.

Clyde Sullivan Emrich, who was a nephew of the testator, died intestate in 1938 leaving him surviving, his widow, Gera D. Emrich, who is named as defendant #35; a daughter Gera Louise Emrich Morgan, who is named defendant #36, and a son, Brooks Emrich, who is named defendant #37.

The unknown heirs at law, next of kin, legatees, devisees, and alienees of Thomas C. Sullivan, deceased, are named as parties defendant #38.

The above described parties defendant are su'ed, plaintiff alleges, as the only persons, so far as it has been able to discover, who have any claim to or interest in the trust estate created by the Will of the testator, either as beneficiaries described in the will, or as next of kin, if it should be determined that Thomas C. Sullivan died intestate as to any part of his residuary estate.

Thomas C. Sullivan died on or about March 11, 1908, leaving a last will and testament dated December 10, 1907, which was duly admitted to probate and record, as a will of both real and personal property, by order of this Court entered on June 25, 1908, in Administration #15230. By this will, the testator devised and bequeathed his residuary estate to the plaintiff, the American Security & Trust Company, in trust, to pay the net income to his stepdaughter, Anna J. Stith, for life and when the annual net income did not equal $3,000 the plaintiff was instructed to make up the deficiency out of the corpus of the estate. The will then provided:

“Upon the death of my stepdaughter, Anna J. Stith, I direct that the trust herein created shall cease and determine, and that the trust fund and estate remaining in the hands of the trustee hereunder shall *929 be disposed of in the manner following, viz:

“The trustee hereunder shall make distribution of the same in equal shares to my nephews and nieces, the child or children of anyone or more of said nephews and nieces deceased, taking the parents (sic) share. A list of the names and residences of the nephews and nieces is herewith attached and made a part of this Will.”

On the last page of the Will appears the following: “List of names and residences of the nephews and nieces, beneficiaries under the final distribution of the estate of Thomas C. Sullivan” followed by a list of the twenty-five nephews and nieces.

Anna J. Stith, life beneficiary under the trüst, died on April 8, 1944, and the plaintiff has made payments of $2,000 each, totalling $30,000, as partial payment of their respective shares, to Defendants Nos. 1, 6, 8, IS, 16, 17, 18, 19, 20, 21, 22, 23, 26, 31 and 33 such numbered defendants constituting those of the named nephews and nieces who survived the life tenant.

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Bluebook (online)
72 F. Supp. 925, 1947 U.S. Dist. LEXIS 2417, Counsel Stack Legal Research, https://law.counselstack.com/opinion/american-security-trust-co-v-sullivan-dcd-1947.