Mathieson v. Craven

164 F. 471, 1908 U.S. App. LEXIS 5314
CourtU.S. Circuit Court for the District of Delaware
DecidedJune 1, 1908
DocketNo. 271
StatusPublished
Cited by5 cases

This text of 164 F. 471 (Mathieson v. Craven) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mathieson v. Craven, 164 F. 471, 1908 U.S. App. LEXIS 5314 (circtdel 1908).

Opinion

BRADFORD, District Judge.

Thomas Jamison made his will June 3, 1864, and died on or about December 8, 1864. Ilis son Albert Jami-son died without issue on or about July 2, 1864. Thomas Jamison left to survive him three sons, Edgar Jamison, Clarence Jamison and Oliver V. Jamison. Edgar Jamison died on or about May 1, 1886, leaving to survive him two children, Vesta E. Jamison, now intermarried with James D. Bastían, and Catherine P. Jamison, now intermarried with [472]*472George F. Mathieson. The amended bill is filed by Catherine P. Mathieson and George F. Mathieson, and states:

“That the said Vesta L. Bastían consents to the relief sought in this bill and to all proceedings had and to all orders or decrees made or that may be made by the court in this cause.”

Thomas Jamison at the time of his death was possessed of certain personal property and seized in fee of three tracts of land, viz: (1) The “Jamison Corner Farm,” of about two hundred acres; (.2) the “Capelle Farm,” of about two hundred and twelve acres, and (3) the “Homestead Farm,” of about two hundred and thirty acres, all situate in New Castle County, Delaware. The testator after making sundry bequests, unnecessary to be considered in this connection, and creating a charge of $4,000 on the “Jamison Corner Farm,” devised that farm, subject to the charge, in trust, to permit Albert Jamison, who died in the testator’s lifetime, to “use, occupy, rent and receive the rents, issues and profits of said farm during the term of his natural life, for his proper use and benefit,” remainder, in case of the death of Albert Jamison without leaving issue, to the testator’s sons, Edgar, Clarence and Oliver “and their issue, the heirs and assigns of such issue, subject to the same conditions and limitations as their own shares are respectively subject to, under this will.” The testator devised the “Capelle Farm” and the “Homestead Farm” in trust, to rent the same and collect, expend and invest the rents as thereinafter provided, “until the majority of my youngest son who shall live to attain the age of twenty-one years” and thereupon to “raise out of or charge upon the said farms respectively, such sum or sums as shall be necessary to make equal the shares of my sons Edgar, Clarence and Oliver as hereinafter provided, and subject to such charge and conditions”; and in further trust, to permit and suffer “my son Clarence to use, occupy and rent and to receive the rents, issues and profits of the said ‘Capelle Farm’ during the term of his natural life for his proper use and benefit, and in case of the death of the said Clarence leaving a child or children, or the issue of such, remainder to such child or children, or the issue of such, their heirs and assigns, free and discharged from the aforesaid trust”; and in further trust, to permit and suffer “my son Oliver to use, occupy •and rent, and to receive the rents, issues and profits of the said ‘Homestead Farm’ during the term of his natural life for.his proper use and benefit, and in case of the death of the said Oliver leaving a child or children, or the issue of such, remainder to such child or children, or the issue of such, their heirs and assigns, free and discharged from the aforesaid trust.” The testator also undertook to create a trust in “my said executor and the guardian hereinafter named and appointed for my minor children * * * to invest all the rest and residue of my estate, not herein otherwise disposed of in bonds and mortgages as aforesaid, interest payable semi-annually and keep the same so invested until the majority of my youngest son who shall live to attain the age of twenty one years,” and thereupon he desired “my trustees aforesaid to have the said ‘Capelle Farm’ and the said ‘Homestead Farm’ valued at their just and true value in money by three substantial men of the neighborhood, and that to such valuation the trustees shall add the four [473]*473thousand dollars and all interest accrued thereon which hereinbefore is charged upon the ‘Jamison Corner Farm’ and all the rest and residue of my estate invested as first directed in this item and also any other legacies or devises to which my said sons Edgar, Clarence and Oliver may become entitled, and the aggregate sum thus ascertained to apportion in equal shares among my sons Edgar, Clarence and Oliver, and their issue, the issue in all cases taking their parents share.” He further provided that “in the said apportionment my said son Clarence to take the said ‘Capelle Farm’ with such incumbrances or additions as may be necessary to equalize the shares of the said Edgar, Clarence and Oliver, and the said Oliver to take the ‘Homestead Farm’ with such like incumbrance or addition, but the share of the said Edgar shall be in money invested in good bonds and mortgages as aforesaid, the interest payable to him, after such apportionment, semi-annually during his natural life and from and immediately after his death the principal and all interest accrued thereon payable to his child or chib dren, or the issue of such.” He further provided that “the rents and profits arising from the Capelle and Homestead farms and the interest of all sums invested as in this Item prescribed, and so much thereof as shall be necessary shall be expended by the said guardian in the maintenance and education of my said sons, Edgar, Clarence and Oliver” and that the residue, if any, should be “invested for their benefit, first deducting yearly a sum not exceeding one hundred and fifty dollars, to be expended on each of the said farms, to keep the same productive and in good condition.” He further provided that “in case of the death of any of my said sons Edgar, Clarence and Oliver without leaving any child or children, or the issue of such, the share of the one so dying shall go to the survivor or survivors, and the issue of such as may be deceased, subject to the same conditions and limitations as their own shares respectively, hereinbefore designated.” Tie further provided that “it is my will and I hereby appoint and request my esteemed friend shall have the guardianship of any child or children living at my decease during the minority of such” and “I nominate and appoint my valued friend Thomas J. Craven my executor and the said executor and guardian, trustees to effectuate the trusts hereinbefore set" forth and declared.” Oliver V. Jamison, the youngest son of the testator, attained his majority May 3, 1878. and is one of the parties defendant in this suit. Letters testamentary were granted to Thomas J. Craven who was appointed both executor and trustee by the testator, and Craven duly qualified, and undertook the administration of the decedent’s estate and accepted the trusts imposed on him by the will. All of the debts and funeral expenses of the testator have been paid by the executor, who also has paid all legacies mentioned in the will except that to Edgar Jamison and his children, Mrs. Mathieson and Mrs. Bastían. Craven, Ihe trustee, soon after Oliver V. Jamison attained his majority, had the “Capelle Farm,” the “Homestead Farm” and the “Jamison Corner Farm” valued at their “just and true value in money” by “three substantial men of the neighborhood,” the valuation according to the information and belief of the complainants of each of the farms being “upwards of twelve thousand dollars.” The amount of the valuation made of the three farms is [474]

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

Related

Nunnelly v. First Federal Bldg. Loan Ass'n of Ogden
154 P.2d 620 (Utah Supreme Court, 1944)
Dobler v. Smith
1930 OK 572 (Supreme Court of Oklahoma, 1930)
Walrath v. Roberts
12 F.2d 443 (N.D. California, 1925)
Mathieson v. Craven
228 F. 345 (D. Delaware, 1915)

Cite This Page — Counsel Stack

Bluebook (online)
164 F. 471, 1908 U.S. App. LEXIS 5314, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mathieson-v-craven-circtdel-1908.