Readman v. Ferguson

13 App. D.C. 60, 1898 U.S. App. LEXIS 3190
CourtCourt of Appeals for the D.C. Circuit
DecidedJune 7, 1898
DocketNo. 783
StatusPublished
Cited by2 cases

This text of 13 App. D.C. 60 (Readman v. Ferguson) 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
Readman v. Ferguson, 13 App. D.C. 60, 1898 U.S. App. LEXIS 3190 (D.C. Cir. 1898).

Opinion

Mr. Justice Morris

delivered the opinion of the Court:

As the questions of law involved in the case are suggested by the grounds assigned for the demurrer, it is proper that these should be stated. They are five in number, as-follows:

1. That the courts of Louisiana had acquired jurisdiction of the cause and of the issues therein, and of the sub: ject-matter'of controversy; and that the proceedings were-there pending undetermined, that being also the place of domicile of all the parties.'

2. That inasmuch as the bill of complaint admitted the invalidity of the will as a disposition of personal property* such personal estate should not be subjected to the payment, of the two legacies mentioned.

3. That inasmuch as.these legacies are neither expressly nor by necessary implication made a charge upon the realty of the decedent, the complainants therefore are not entitled to any relief whatever in respect thereof.

4. That in as far as the bill seeks to perpetuate the tes^ [71]*71timonyof the attesting witnesses and to establish the validity of the will and codicil, the Supreme Court of the District of Columbia, as a court of equity, was without jurisdiction.

5. That the complainants showed no ground in their bill for equitable relief.

We are not advised upon which of these grounds the learned justice, who rendered the decree appealed from, rested his decision, or whether he held all of them to be well founded. We are of the opinion that no one of them is tenable.

1. The first ground of demurrer is to the effect that the courts of the State of Louisiana had jurisdiction of the parties, had acquired jurisdiction of the subject-matter of controversy ; that proceedings were there pending undetermined with respect to the very same question sought to be litigated here; and that, therefore, in pursuance of the rules of comity, which, it may be admitted, now more than ever govern the relations to each other of courts of different jurisdictions, it would be proper to stay proceedings here to await the result of the litigation between the parties in the State of their domicil. But it is very clear to us that there, is here no question whatever of comity. The courts of Louisiana have no jurisdiction of the subject-matter of this suit, and can not by any possibility acquire such jurisdiction.

It is well settled law, so well settled that we must regard it as elementary, that the validity of a will of real estate is to be determined by the laws and by the courts of the jurisdiction in which such real estate is situated, and not by any other law or by any other tribunal. Kerr v. Moon, 9 Wheat. 566; McCormick v. Sullivant, 10 Wheat. 192; Okie v. Bennett, 11 How, 33; 3 Amer. & Eng. Encyc. L. (1st Ed.), Title, Conflict of Laws, 632, where the cases upon the point are collected. And this is the doctrine in the State of Louisiana, as well as elsewhere. Lewis's Case, 32 La. Ann. 387; Hughes v. Hughes, 14 La. Ann. 85; Dunbar’s Case, 5 La. Ann. 159. In fact in the very proceedings to which refer[72]*72ence is had as having been instituted by two of the appellees in this case in the courts of Louisiana, and to which by the demurrer it was sought to have the courts of the District of Columbia defer, the Supreme Court of that State has emphatically reaffirmed the doctrine. In its opinion rendered on April 4, 1898, it said:

No decree of the court here, could give or take away any right in respect of landed property in another State possessed by the deceased at the time of her death, the title to which depended upon any will she left. The validity of such will, and its effect as conferring title to land in another State, were questions for the courts of that State, and beyond the jurisdictional power of our courts.”

The rule that, when one court of competent jurisdiction has the parties before it, and has acquired control of the subject-matter of controversy, another court of equally competent jurisdiction will not interfere while proceedings are pending in the former tribunal, has no application in the present case, for the reason already stated, that the courts of Louisiana have not acquired, and could not acquire, jurisdiction of the subject-matter of this suit.

2. The second ground of demurrer, which is to the effect that, in view of the admitted invalidity of the will as one of personalty, the personal estate of the deceased should not be subjected to the payment of the legacies mentioned in the will, is plainly irrelevant, since the bill of complaint does not ask any such appropriation of the personal assets. The prayer of the bill of complaint is for the establishment of the will as a will of real estate, for the perpetuation of the testimony of the attesting witnesses, for instruction to the complainants as trustees in respect to the payment of the legacies, and for general relief. It does not follow that all these things might not properly be done, even though the personal estate of the decedent should not for any reason be available for the satisfaction of the legacies, especially when it is apparent that the personal estate in any event is wholly insufficient to discharge them.

[73]*733. Nor do we regard the third ground of demurrer as more tenable than the second. The proposition here is that the complainants are not entitled to any relief in equity, because the legacies are not, either expressly or by necessary implication, made a charge upon the real estate of the decedent. It is a sufficient answer to this to say, in accordance with well-settled principles of law, that the legacies are here by necessary implication made a charge upon the whole estate of the decedent. This precise question was long since determined by the Supreme Court of the United States, in the case of Lewis v. Darling, 16 How. 1, and the authorities are well-nigh unanimous upon the subject. In the case cited the Supreme Court said:

“The rule in such a case is, that where a testator gives several legacies, and then, without creating an express trust, to pay them, makes a general residuary disposition of the whole estate, blending the realty and personalty together in one fund, the real estate will be charged with legacies; for, in such a case, the ‘residue’ can only mean what remains after satisfying the previous gifts. Hill on Trustees, 508. Such is the settled law, both in England and in the United States, though cases do not often occur for its applicátion. Where one does occur, a legatee may sue to recover the legacy, without distinguishing in his bill the estate into the two kinds of realty and personalty, because it is the manifest intention of the testator that both should be charged with the payment of the money legacies. Nor does this conflict at all with that principle of equity jurisprudence, declaring that generally the personal estate of the testator is the first fund for the payment of debts and legacies. The rule has its exceptions, and this is one of them.” And numerous cases are cited.

In view of this decision further elaboration of this point would be unnecessary and useless.

4. The fourth ground of demurrer is that a court of equity is without jurisdiction either to establish a will of real estate [74]*74or to perpetuate the testimony of the witnesses who have attested the instrument. This proposition, likewise, we must regard as wholly unsustained either by reason or by authority.

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13 App. D.C. 60, 1898 U.S. App. LEXIS 3190, Counsel Stack Legal Research, https://law.counselstack.com/opinion/readman-v-ferguson-cadc-1898.