American Security & Trust Co. v. Unknown Heirs at Law & Next of Kin of Spencer

82 F.2d 456, 65 App. D.C. 200, 1936 U.S. App. LEXIS 3016
CourtCourt of Appeals for the D.C. Circuit
DecidedJanuary 20, 1936
DocketNo. 6312
StatusPublished
Cited by1 cases

This text of 82 F.2d 456 (American Security & Trust Co. v. Unknown Heirs at Law & Next of Kin of Spencer) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit 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. Unknown Heirs at Law & Next of Kin of Spencer, 82 F.2d 456, 65 App. D.C. 200, 1936 U.S. App. LEXIS 3016 (D.C. Cir. 1936).

Opinion

MARTIN, Chief Justice.

This case was commenced in the lower court by the American Security & Trust Company, a corporation, as executor under the last will and testament of Mary Ann Spencer, deceased, for the purpose of securing a construction by the court of certain items in the will of testatrix. The court entered a decree construing the will, and the executor has appealed from this decree. The present issue relates solely to the questions arising upon the construction of the will.

The will in question was executed by Mary Ann Spencer, a resident of the District of Columbia, on August 1, 1907. Her death occurred on June 8, 1919. She had never married, and, so far as appears, had no brother or sister. Her father died in the year 1854, and her mother died in the year 1874, without having remarried. Her father and mother were both buried in the Congressional Cemetery in the city of Washington, D. C.

Miss Spencer was employed for many years as a clerk in the United States Treasury Department at a salary of about $1,500 a year. She was a woman of eccentric mode of life, having no relatives living in the District of Columbia after her mother’s death, and apparently having no intimate relations with any of her collateral kin.

At the time of the execution of the will, Miss Spencer possessed an estate having a value between $30,000 and $40,-000. The will, which was duly admitted to probate by the lower court sitting as a probate court, reads as follows:

“Last Will and Testament of Mary Ann Spencer.

“In the Name of God, Amen.

“I Mary Ann Spencer of Washington, D. C. being of sound mind, memory and understanding, considering the certainty of death and the uncertainty of the time thereof, and being desirous to settle my worldly affairs, and thereby be the better prepared to leave this world when it shall please the Almighty to call me hence, do therefore make and publish this my last Will and [457]*457Testament, in manner and form following, that is to say:

“First, and principally, I commit my soul into the hands of Almighty God, and my body to the earth, to be decently buried at the discretion of my execut — • hereinafter named; and my Will is, that all my just debts and funeral expenses shall be paid out of my estate, as soon after my decease as shall be found convenient;

“Second, I give, devise and bequeath to Mary A. Deffenbaugh three thousand dollars.

“Third — Miss Margaret L. Wallace of New York one thousand dollars.

“Fourth. All the rest, residue, and remainder of my estate shall be expended on vault and suita&e monuwi.

“I constitute and appoint the American Security and Trust Company with full power to sell, convey at public sale, and to pass title to all the real estate of which 1 may be seized at the time of my death, wheather acquired before or after the making of this will, and all my personal estate except that specifically bequeathed by second and third items.

“As soon as Arlington Cemetery shall be opened for the burial of the Public I desire to have the remains of my parents, John and Catherin Spencer, removed from Congressional Cemetery to Arlington Cemetery for final burial. I desire to be buried with my parents.

“And Lastly, I do hereby constitute and appoint the American Security and Trust Company to execut- for me this my last Will and Testament, and I desire that my execute hereinbefore named shall not be required to give bond for the performance of the duties of that office. Further, it is my will and desire that the aforegoing devise — of this Will shall operate upon and pass all real, estate hereafter acquired and owned by me at the time of my death, and shall take effect as if made on the last day of my life; hereby revoking and annulling all former wills by me heretofore made, ratifying and confirming this and none other to be my last Will and Testament.

“In Testimony Whereof, I have set my hand and seal to this, my last Will and Testament, at Washington, D. C., this 1st day of August in the year of our Lord one thousand nine hundred and seven.

“Mary Ann Spencer. [Seal.]”

No codicil was ever added to the will.

Miss Spencer’s estate increased in value after the execution of her will, until at the time of her death in 1919 it represented a value of about $78,000. Since the time of her decease the estate has increased in value so that at present it has a value of $140,-000, which would leave more than $100,-000 after the payment of all legacies and costs.

The question involved in the present controversy arises upon the provision of the will relating to the burial of testatrix and the payment of the expenses incident thereto.

In order that the question may be somewhat simplified, we copy the provisions of the will relating particularly to the issue, omitting the other parts thereof:

“First, and principally, I commit my soul into the hands of Almighty God, and my body to the earth, to be decently buried at the discretion of my execut— hereinafter named. * * *

“Fourth, All the rest, residue, and remainder of my estate shall be expended on vault and suita&e monumt. * * * As soon as Arlington Cemetery shall be opened for the burial of the Public I desire to have the remains of my parents, John and Catherin Spencer, removed from Congressional Cemetery to Arlington Cemetery for final burial. I desire to be buried with my parents.”

It is conceded that Arlington Cemetery has not been opened for the burial of the public, and that, because of the regulations and enactments adopted with reference to it, it is certain that the cemetery never will be opened for public burial. It is also conceded that neither the testatrix nor her father nor mother would come within the regulations permitting burial in Arlington Cemetery. Accordingly, it is impossible for the executor to cause the burial of testatrix or her father and mother in Arlington.

After the decease of the testatrix, her body was buried by direction of her executor in the Congressional Cemetery at Washington. Owing to the lack of space in the lot where her father and mother were buried, it was not feasible to bury her body by their side or in the same lot. Therefore her body was buried at some distance from their graves.

In view of these circumstances, the question arose whether the body of testa[458]*458trix should be allowed to remain in its present grave or removed to another site selected by the executor, and whether the entire “rest, residue and remainder” of her estate, which now amounts to $140,000, which would leave more than $100,000 after the payment of all leg'acies and costs, should be expended in erecting a vault and monument at her grave; or whether, if her body is to remain where buried, a reasonable sum to be taken from the estate shall be used for erecting a suitable vault and monument over her grave and the remainder of her estate being otherwise undevised shall be treated as intestate property.

After a reference to the auditor and a report by him, the trial justice found the following to be the proper conclusions of law relating to the issue upon the facts outlined above:

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Related

In re the Probate of the Will of Baeuchle
276 A.D.2d 925 (Appellate Division of the Supreme Court of New York, 1950)

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Bluebook (online)
82 F.2d 456, 65 App. D.C. 200, 1936 U.S. App. LEXIS 3016, Counsel Stack Legal Research, https://law.counselstack.com/opinion/american-security-trust-co-v-unknown-heirs-at-law-next-of-kin-of-cadc-1936.