Chandler v. Pomeroy

46 F. 533, 1891 U.S. App. LEXIS 1312
CourtU.S. Circuit Court for the District of New Jersey
DecidedJune 1, 1891
StatusPublished
Cited by1 cases

This text of 46 F. 533 (Chandler v. Pomeroy) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chandler v. Pomeroy, 46 F. 533, 1891 U.S. App. LEXIS 1312 (circtdnj 1891).

Opinion

Bradley, Justice.

The bill in this case is filed by Frank R. Chandler, as trustee and executor of the last will and testament of George P. Pomeroy, deceased, against Josephine Pomeroy, Julia Pomeroy Morrison, and her husband, William F. Morrison, and Alfred Mills, surviving executor of the last will and testament of George Pomeroy, deceased. Its primary object is to enforce and carry out an agreement alleged to have been made by and between the said George P. Pomeroy, on the one part, and the said Josephine and Julia, (with her husband,) on the other part, in, relation to the division and settlement of the estate of the said George Pomeroy, father of the said George P. Pomeroy,' Josephine, and Julia, and the estate of Edward Pomeroy, deceased, their brother. The agreement sought to be enforced is alleged to have been made by certain telegraphic communications and correspondence between the parties in March and April, 1887, culminating in a written agreement dated April 13, 1887, which is set out in the bill. The agreement relied on is that which is supposed to have been arrived at in this correspondence, and not that which is contained in the written document afterwards signed and executed by the parties. But the rule is so imperative that previous negotiations and correspondence are merged in a written agreement finally executed, that I have no hesitation in deciding that the prayer of the bill cannot be granted in the aspect in which the complainant has presented his case. But as all the facts are set forth, including the written agreement, and as the bill prays for general and alternative relief, it is perhaps allowable to look at the case as if it were based upon the written agreement itself, which the complainant contends is not repugnant to, but consistent with, the agreement first made and relied on.

The facts of the case, as exhibited by the pleadings and evidence, may be briefly stated as follows: George Pomeroy, of Madison, Morris county, Ñ J., died June 24, 1880, leaving a large estate, real and personal, and leaving his wife, Abba S., and four children, George P., Edward, Julia, and Josephine, him surviving. He also left a will, bearing date July 22, 1875. Aside from unimportant legacies and directions, the main provisions of the will are as follows: (1) Securities to the amount of $50,000 were directed to be placed with the New York Life Insurance & Trust Company, in trust for the testator’s wife during her natural life, the interest to be paid to her, and upon her death the principal to be divided equally between the three younger children, Edward, Julia, and Josephine. (2) Securities to the amount of $30,000 were directed to be placed with the same company in trust for the testator’s son George during his natural life, the interest to be paid to him, and at his death the principal to be equally divided between the said three younger children and the survivors of them. If, at the time of the division, either of the three children should have died leaving issue then surviving, such issue to take by representation. (3) The testator empowered his executors, or the survivor of them, to sell his real estate, [535]*535and to place the first $100,000 received from the said sales with the said trust company in trust, $60,000 thereof for Julia, and $50,000 for Josephine, during their natural lives, respectively; and, at the death of either, to pay the principal of her share to her issue surviving her, (if any,) and if no such issue, to pay the same to the surviving daughter and to Edward, and the survivors of them, or their issue. (4) All the rest and residue of his property, real and personal, the testator gave to the said three younger children, Edward, Julia, and Josephine, their heirs and assigns, to be equally divided between them; but, if either should die belore the testator without issue, the said residue was given to the survivors. These provisions of the will were subject to a specific direction with regard to the testator’s homestead at Madison, which he desired to be kept up by the said three younger children so long as they could live harmoniously together, his wife living with them; and a certain part of the homestead described in the will w'as not to be sold, leased, or partitioned without the consent of his wife and of said three children; and, if either of them should marry, he or she should not remain in the homestead without the consent of the others. Subject to this specific direction, the homestead was included in the residue, with the rest of the property not otherwise disposed of. The testator appointed his son Edward Pomeroy and Alfred Mills the executors of his will, and after his death they regularly proved the same. The testator’s wife and all his children survived him. George, the eldest, soon after the testator’s death, married a Miss Cowles, of Cleveland, daughter of Edwin Cowles, and had a son by her, born May 27,1881. The wife of George shortly after died.

The bill states that the testator’s property, at the time of his death, amounted, as estimated by himself, to about $538,000 of personal estate, and $355,000 of real estate. The inventory of the personal property made by the executors, however, amounted to only about $480,-000. Edward took charge of the personal assets, and placed with the New York Life Insurance & Trust Company, as directed by the will, securities to the amount of $50,000 in trust for the widows and also to the amount of $30,000 in trust for his brother George, and paid to his sisters annually about $2,000 apiece for their support. He engaged in the business of a broker in Now York, and his sisters became apprehensive that he used the funds of the estate for his own purposes. The w'idow having died in February, 1883, he took possession of the $50,000 held by the New’York Company in trust for her. The sisters, Julia and Josephine, on the 2d of February, 1885, received from Edward $50,000 apiece in securities. They must have been entitled at that time to at least $150,000 apiece from the personal estate. Being unable to procure any further settlement from Edward, in September, 1885, they instituted a suit against him in the supreme court of New York. This suit was pending at the time of Edward’s death, which took place 6th of March, 1887. He died without issue and unmarried, leaving a will, dated October 23,1886, by which, after some pecuniary legacies, amounting in the aggregate to $6,500, he gave all the residue of his estate to [536]*536bis brother George, (who was then in Paris,) and made him his sole executor. He had become alienated from his sisters, probably on account of their efforts to enforce their claims against him. Julia had in the mean time marriéd Rev. William F. Morrison. It is apparent that when Edward died his sisters were justly entitled to demand from him or his estate at least $100,000 apiece, without including interest; and their brother George, as Edward’s chief legatee, was only entitled to what remained of his estate after they were satisfied and paid.

But now happened a most extraordinary thing. Laying out of view the preliminary correspondence before referred to, a written agreement was brought about between George P.

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Related

Chandler v. Pomeroy
96 F. 156 (Third Circuit, 1899)

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Bluebook (online)
46 F. 533, 1891 U.S. App. LEXIS 1312, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chandler-v-pomeroy-circtdnj-1891.