Colburn v. Grant

16 App. D.C. 107, 1900 U.S. App. LEXIS 5277
CourtCourt of Appeals for the D.C. Circuit
DecidedFebruary 7, 1900
DocketNo. 952
StatusPublished
Cited by4 cases

This text of 16 App. D.C. 107 (Colburn v. Grant) 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
Colburn v. Grant, 16 App. D.C. 107, 1900 U.S. App. LEXIS 5277 (D.C. Cir. 1900).

Opinion

Mr. Justice Morris

delivered the opinion of the Court:

This case comes to us by appeal from a- decree of the Supreme Court of the District sitting in equity. It was heard in that court upon bill,answer and an agreed statement of facts, which together constitute the record in the case. There is no controversy, therefore, as to the facts, at least as to the substantial facts, upon which a decision is sought; the controversy is as to the inference to be drawn from them. The facts are these:

On May 27, 1872, one Augustus G. P. Colburn died in Newark, in the State of New Jersey, leaving a will, executed two days before his death, whereby he devised to his son George Fitzjames Colburn, who appears to have been his only surviving child, although this is merely matter of inference, for and during his natural life, a certain dwelling house and lot in the city of .Newark, with power to the trustees named in the will, who were his said son, George Fitzjames Colburn, and John W. Taylor, Esquire, a prominent lawyer of Newark, to sell the same at any time, and [109]*109the proceeds of sale to invest as advantageously as practicable, and the income thereof to pay over to the said son George Fitzjames Colburn during his lifetime. The will further provided that, upon the son’s death, the property should go to his wife, if she survived him, for the time of her widowhood; and upon the death of both, to the son’s issue in fee simple, if any issue he should leave; and upon the death of the son without leaving issue, which was the contingency that happened, the income of the property or of its proceeds should be paid at stated and convenient times to the brothers and sisters of the testator, and the survivors and survivor of them, in equal shares, and upon the death of all of his brothers and sisters, the principal sum was to vest absolutely in the children of one brother, Hervey Colburn. The said George Fitzjames Colburn was made residuary devisee and legatee of the estate; and this son and John W. Taylor were appointed executors of the will.

Shortly after the death of the testator the real estate mentioned was sold by the executors or trustees under the will, and realized the net sum of twenty-seven thousand dollars, part of which was paid in cash and the remainder in instalments which were collected by the trustee Taylor in course of time. Of the proceeds of sale the sum of five thousand dollars came into the hands of George Fitzjames Colburn, and remained intact with him until his death. He removed in the year 1873, which was the year immediately following his father’s death, from Newark to this city of Washington, and died here a widower and without issue in September, 1897. The remainder of the proceeds of sale, amounting to twenty-two thousand dollars, came under the exclusive management and control of the other trustee, John W. Taylor, who, as already stated, was a prominent lawyer in Newark, and was regarded by the general public as a man of business integrity, and as such seems to have had many estates committed to his care. At his death, however, which occurred by his own hand, on November 20, 1893, it was [110]*110found that he had squandered all these estates, and among them the portion of the estate of Augustus G. P. Colburn, which had been permitted to remain in his hands. Excepting the sum of five thousand dollars, which has been mentioned as having been taken charge of by George Fitzjames Colburn himself, the latter left the whole estate, consisting of the sum of twenty-two thousand dollars, as stated, “ to the collection, management, and discretion of the said Taylor, who handled the same without the co-operation, supervision or knowledge of the said George Fitzjames Colburn, the latter only requiring from said Taylor the.payment of the income of said estate to him, said George Fitzjames Colburn, as provided by said will.”

Upon the death of Taylor, George Fitzjames Colburn, as surviving trustee, made claim against Taylor’s estate for the amount of the trust fund squandered by him; and upon his claim,, for twenty-two thousand dollars, he received a dividend of three thousand three hundred and forty-two dollars and forty-five cents ($3,342.45). It seems to be understood that nothing further is to be had from that source. To the-amount so recovered the children of Hervey Colburn, who had then become entitled to the reversion to it, released all claim in September, 1895; and with it George Fitzjames Colburn purchased an annuity, which he enjoyed until his death two years afterwards.

A fact deemed of some importance by counsel on both sides is that the trustees under the will of Augustus G. P. Colburn acted without bond. The will is silent on that subject; but the fact is stated in the agreed statement.

Upon the death of George Fitzjames Colburn in 1897, he left a will whereby the defendant, Robert E. Grant, was appointed his executor, and disposition was made of his estate, which consisted entirely of personalty. In his estate was-found the sum of five thousand dollars of the estate of his father which has been mentioned, and which sum was turned over by the executor Grant to the trustee substituted [111]*111in the place of George Fitzjames Colburn and John W. Taylor for the estate of Augustus G. P. Colburn upon proceedings instituted for the purpose in the Supreme Court of the District of' Columbia, in which proceedings all the parties to this suit were parties, except the said trustee who was therein appointed. Why such trustee was appointed is not quite apparent, since no trust seems to have remained to be performed under the will of Augustus G. P. Colburn; but this is probably unimportant.

As already stated, George Fitzjames Colburn survived his wife, and died without having remarried, and without issue. He survived also all the brothers and sisters of Augustus G. P. Colburn, except one; and that one died three months after him. Thereupon, the interest in this devise or bequest under the will of Augustus G. P. Colburn became vested in the children of the latter’s brother Hervey Colburn; and these, joining with the trustee, appointed as above stated, instituted this suit against the executor and the estate of George Fitzjames Colburn to enforce against it the liability claimed to have been incurred by George Fitzjames Colburn as co-trustee by reason of the defalcation of John W. Taylor.

Most of the facts here stated appear in the bill and answer filed in the case, and are made definite by the agreed statement of facts. In the answer, however, it is further stated, although the statement is claimed not to be responsive to anythiug in the bill of complaint, that the management and control of the trust fund of twenty-two thousand dollars of the estate of Augustus G. P. Colburn was left with John W. Taylor, “with the full knowledge of the parties in interest, and without opposition on their part;” that Taylor “had continued to remit regularly from 1873 to 1893 to said George Fitzjames Colburn the income from said sum of twenty-two thousand dollars under his control, and no reason for doubting his honesty or integrity or as to the proper management of the estate in his possession had ever arisen.” And it appears that the estate, or the investment of it, was [112]*112in tlie city of Newark, where Taylor resided and was a prominent lawyer, held in high esteem, while George Fitzjames Colburn resided in the District of Columbia.

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Cite This Page — Counsel Stack

Bluebook (online)
16 App. D.C. 107, 1900 U.S. App. LEXIS 5277, Counsel Stack Legal Research, https://law.counselstack.com/opinion/colburn-v-grant-cadc-1900.