Fisher v. Wagner

71 A. 999, 109 Md. 243, 1909 Md. LEXIS 13
CourtCourt of Appeals of Maryland
DecidedJanuary 13, 1909
StatusPublished
Cited by17 cases

This text of 71 A. 999 (Fisher v. Wagner) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fisher v. Wagner, 71 A. 999, 109 Md. 243, 1909 Md. LEXIS 13 (Md. 1909).

Opinion

Boyd, C. J.,

delivered the opinion of the Court.

Richard D. Fisher, in his own right, as executor of Robert A. Fisher and as administrator of the estate of Samuel W. Fisher filed a petition asking the Court to ascertain and declare the true meaning and effect of the will of Robert A. Fisher, and to guide and direct him in the administration and distribtion of the fund referred to in the petition. The questions-for our determination arise in this way: James I. Fisher, by his will, dated Movember 13th, 1866, and admitted to probate August 14th, 1877, directed that, after setting aside his wife’s dower and thirds, the residue of his estate should be divided equally among his four children, Robert- A., Richard D., Aminta E., who afterwards married Charles Green, and Mary M. Wagner, hut provided that the shares of his two daughters should be held in trust for them for life, with remainder to their children. Mrs. Wagner died several years ago, leaving four, children who are of age and are parties to this proceeding, and Mrs. Green died on the 16th day of March, 1908, without leaving issue.

The portion of the will of James I. Fisher material to this case is as follows: “But in case my said daughter, Aminta E., shall depart this life without leaving a child or children, or descendant or descendants of a child of hers, living at the time of her death, or in case she should leave a child or children, or descendant or descendants thereof, living at her decease, and such child or children and descendant' or descendants shall all subsequently depart this life under twenty-one- *245 years of age and without issue living at the time of his, her or their respective deaths, then in trust that the said last mentioned one-fourth part or share of the said rest, residue and remainder of iny estate and property aforesaid shall be disposed of in manner following: One equal third part thereof shall go to and I do hereby give, devise and bequeath the same to my son, Robert A. Fisher, above named, liis heirs, executors, administrators and assigns, absolutely and forever,” etc.

Robert A. Fisher, after leaving to his wife, Emily P. Fisher, all the household furniture and plate of which he ndght die possessed, disposed of his estate by will dated February 3rd, 1877, as will be hereafter shown. He died on the 4th day of February, 1881, without leaving children, and his wife, whom he married in 1871, died in 1893. When he made his will he was forty-four years of age, had some property in his own right and his father, who was then nearly eighty years of age possessed an estate of about half a million dollars. His wife was ten years his junior and to use the language of the qtetiiion, “although the only issue of their marriage so far had been an infant, whose' premature birth, in April, 1873, cut short its chance of life, he and his wife were both in good health and still in the prime of life, and there was no reason to anticipate that they would have no other children for whom to make provision in his will.” James 1 Fisher, his father, died on July 30th, 1877, and Robert A. served with Richard D. and their mother as one of the executors of and trustees under James I. Fisher’s will, and was familiar with its provisions, including that creating the trust for the benefit of Axninta E. Green. The only child of Mrs. Green, which was born in December, 1871, died on March 28th, 1878, having never shown any promise of health or strength. At the time of its death, Mrs. Gi’een had been married nearly nine years, was in the forty-third year of her age, while her husbaixd was then seventy years old, and the petition alleges that Robert A. Fisher therefore knew for some time before his own death that “one-third of the remainder *246 after his said sister’s life estate under her father’s will was for all practical purposes sure to come ultimately to him or his representatives.” The Safe Deposit and Trust Company of Baltimore was substituted as trustee in place of Mr. Richard D. Fisher, and now has a fund in hand ready for distribution.

The appellees contend: (1) That the interest in the contingent remainder created by the will of Tames I. Fisher, above quoted, which would have been taken by Robert A. Fisher, if he had survived the happening of the contingency, could not pass by any will made by him; and (2) That if it could, the language used by him in his will was not adequate to transmit this interest. If the views of the appellants are correct, the fund will go to the children of Richard D. Fisher, while if those of the appellees prevail, one-half will go to him and the other half to the children of Mrs. Wagner. The latter are the appellees—the Court below having determined by its decree: “That no interest in the contingent remainder limited in the will of Tames I. Fisher upon the death of Aminta E. Green, passed under the will of Robert A. Fisher, and that he died intestate threeof, and the same vested in the next of kin of said Robert A. Fisher living at the death of said Aminta E. Green.”

The answer of the appellees admits the facts alleged in the petition, but the inferences sought to be drawn from those alleged in paragraphs four and five and the argument based thereon they leave to the judgment of the Coiirt. It is proper to say that the proceeding is entirely friendly .and the respective parties seem to be wholly free from those feelings which so often exist, and are sometimes made manifest by the record, in cases involving controversies over estates, although the arguments of counsel were exceptionally able, and the rights of the parties under the law fully and thoroughly presented according to their respective contentions.

As there was no appeal from the decree of August 3i*d, 1908, declaring that Stanley K. Green has not “by virtue of being the adopted son of Aminta E. Green, any right, title *247 or interest as one of the next of kin or heirs at law of Robert A. Fisher, brother of the said Aminta E. Green, in or to any part of the property now held” by the trustees, we are not called upon to pass on that, but would add that as the Act of 1892, which provided for the adoption of children in Alaryland and giving such adopted children certain rights, was passed some years after the death of James I. Fisher, there would seem to be no doubt that Stanley R. Green was correctly adviised, as he in effect stated in his answer, that he was not entitled to any interest in the fund in controversy.

3. As Airs. Green died without leaving any issue, if Robert A. Fisher had survived her, he would undoubtedly have taken a share in the remainder left Airs. Green, under the clause of his father’s will above quoted, but the question is whether he had such an estate, right or interest in that sharp as he could dispose of by will. The contingency attached to his taking it did not in any way relate to his capacity to take', and there was no contingency as to who was to take, but Robert A. Fisher was distinctly named as the one. The learned counsel for the appellees argued that the distinction made by some authorities between the case of a person designated to take a remainder upon the happening of a future contingency and that of persons who belong to a class which is to take in the same event is highly artificial. Such distinction, however, has not only been recognized in this State, but it seems to us to be a logical one. If a testator names a person

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Gallaudet University v. National Society of the Daughters of the American Revolution
699 A.2d 531 (Court of Special Appeals of Maryland, 1997)
Estate of J. S. Ferry v. Lucas
361 P.2d 900 (California Supreme Court, 1961)
In Re Clayton's Trust Estate
74 A.2d 1 (Court of Appeals of Maryland, 1950)
Simon v. Safe Deposit & Trust Co.
59 A.2d 199 (Court of Appeals of Maryland, 1948)
Hammond v. Piper
44 A.2d 756 (Court of Appeals of Maryland, 1945)
Smyth v. . McKissick
24 S.E.2d 621 (Supreme Court of North Carolina, 1943)
Livingston v. Safe Deposit & Trust Co.
146 A. 432 (Court of Appeals of Maryland, 1929)
Walker v. Shugert
141 A. 261 (Supreme Court of Pennsylvania, 1928)
Reilly v. MacKenzie
134 A. 502 (Court of Appeals of Maryland, 1926)
Mackenzie v. Mackenzie
4 Balt. C. Rep. 450 (Baltimore City Circuit Court, 1926)
Jenkins v. Tormey
4 Balt. C. Rep. 520 (Baltimore City Circuit Court, 1920)
Hill v. Purdy
46 App. D.C. 495 (D.C. Circuit, 1917)
Moroney v. Haas
115 N.E. 648 (Illinois Supreme Court, 1917)
McClurg v. Myers
98 A. 491 (Court of Appeals of Maryland, 1916)
Jenkins v. Bonsal
83 A. 229 (Court of Appeals of Maryland, 1911)
Schapiro v. Howard
78 A. 58 (Court of Appeals of Maryland, 1910)
Clarke v. Fay
91 N.E. 328 (Massachusetts Supreme Judicial Court, 1910)

Cite This Page — Counsel Stack

Bluebook (online)
71 A. 999, 109 Md. 243, 1909 Md. LEXIS 13, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fisher-v-wagner-md-1909.