Wheeler v. Hartshorn

40 Wis. 83
CourtWisconsin Supreme Court
DecidedJanuary 15, 1876
StatusPublished
Cited by6 cases

This text of 40 Wis. 83 (Wheeler v. Hartshorn) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wheeler v. Hartshorn, 40 Wis. 83 (Wis. 1876).

Opinion

Lyon, J.

I. When this cause was called for argument, it was made to appear that the notice of appeal had only been served on the plaintiffs and the clerk of the proper court, and not upon the residuary legatees, and in behalf of the latter the hearing of the cause was objected to, because they had not been served with such notice. The objection was overruled, ore terms, and the cause was argued at the bar by the counsel of the residuary legatees, with great learning and ability. It is now deemed proper to state briefly the grounds upon which such objection was overruled.

While an action brought by an executor to obtain construction of a will is not strictly an action of interpleader, yet it is ordinarily in the nature of an action in interpleader. 1 Red-field on Wills, 452 (ch. IX, § 36); 2 Story’s Eq. Jur., § 824. This is so when the executor merely sets out in his complaint the will, or the doubtful clauses thereof, states the adverse claims of the parties interested, and asks the court to determine the true construction of the will. In such a case the executor neither alleges nor seeks to establish any particular construction of the will, but leaves the whole -matter to be litigated by the parties interested (who stand upon the record as [96]*96defendants), and to be adjudicated by tbe court. Such a complaint differs in no essential element from a bill of inter-pleader. But for tbe fact tbat tbe legal interest of tbe executor in tbe personalty disposed of by tbe will, and wbicb is the subject of tbe controversy, is something more than tbat of a mere stakeholder, such a complaint would be purely a complaint of interpleader. 2 Story’s Eq. Jur., § 807.

Tbe notice of appeal must be served on the adverse party. Laws of 1860, ch. 264, sec. 3 (Tay. Stats., 1632, § 3). Previous to tbe adoption of tbe code, it was provided by statute in New York, tbat on an appeal from tbe order or decree of a vice chancellor, notice of tbe appeal should be served upon tbe solicitor of tbe adverse party. 2 R. S. (N. Y.), 178, § 60. In Potter v. Baker, 4 Paige, 290, it was intimated tbat on an appeal by a defendant to a bill of interpleader, another defendant, interested in tbe subject matter of tbe suit adversely to tbe appellant, was “ tbe adverse party ” within tbe meaning of tbe statute, and entitled to be served with a notice of appeal. In Thompson v. Ellsworth, 1 Barb. Ch., 624, it was held tbat, under a similar statute and rule of court, tbe party whose interest in relation to tbe subject matter of tbe appeal is in conflict with tbe reversal of tbe order or decree appealed from, or tbe modification sought for by tbe appeal, is “ tbe adverse party.” Tbe same construction was given to tbe section of tbe New York code of wbicb our sec. 3, cb. 264, Laws of 1860, is a copy, in Cotes v. Carroll, 28 How. Pr., 436, and Hiscock v. Phelps, 2 Lans., 106, Tbe point decided in tbe latter case is thus stated in a bead note: “Every party to an action, whether as plaintiff or defendant, who has an interest in sustaining a judgment or determination appealed from, is an adverse party ’ within sec. 327 of tbe code, and, as such, is entitled to notice of appeal.”

But it should be observed tbat in every case in wbicb tbe defendant appellant has been required to serve notice of appeal upon a codefendant adversely interested, tbe plaintiff bad [97]*97no interest in tbe questions involved in tbe appeal, and did not, in any manner, represent sucli codefendant. Snob would be tbe position of tbe respective parties to a pure bill of inter-pleader, or one in tbe nature of interpleader, where tbe plaintiff, having no interest in tbe controversy, merely states in bis bill the subject matter of the controversy, and tbe conflicting claims of tbe parties interested therein, and asks tbe court to require such parties to come in and litigate their rights to the end that tbe controversy may be judicially settled.

That tbe defendants, tbe residuary legatees in tbe present case, have an interest in sustaining tbe portion of tbe judgment appealed from, cannot be doubted. Hence, were this only an action in tbe nature of an action of interpleader, there is much authority for bolding that tbe residuary legatees should be served with notice of appeal. But this is something more than such an action. Instead of merely stating and asking tbe court to settle and determine the adverse claims under tbe will, tbe executors have constituted themselves tbe champions of tbe residuary legatees, and have asked tbe court to construe those clauses of the will in which tbe appellants have an interest, most favorably to such legatees. Tbe latter might have exhibited their cross bill against their codefend-ants, tbe appellants, or taken some equivalent proceeding tendering directly to tbe appellants an issue on tbe construction of those clauses of tbe will, to which tbe appellants might have interposed an answer or reply. Had they taken this course, tbe residuary legatees would, probably, have been entitled to service of-tbe notice of appeal.. But they have not done so. On the contrary, they have left tbe questions of construction in which tbe appellants are interested, to be litigated on tbe complaint of tbe executors and tbe answer of tbe appellants thereto. They have thereby accepted tbe championship of tbe executors, and have constituted tbe latter their representatives in that behalf; and able counsel appeared for tbe executors in this court, and vigorously maintained tbe cause of tbe residu[98]*98ary legatees against tbe appellants. Under these circumstances, we are of tbe opinion that tbe executors, and not tbe residuary legatees, constitute “tbe adverse party ” within the meaning of the statute of appeals, and that the latter are not entitled to be served with a notice of the appeal.

We have considered this question of practice, because it may become an important one in some future case. But probably it is of small • significance in the present case, for the reason* that, had we taken a different view of it, the appellants would, doubtless, have been permitted to perfect their appeal by making the proper service on the residuary legatees. Laws of 1860, ch. 261, see. IT.

II. The construction given by the court to those clauses of the will by which land in Pierce or St. Croix county is devised to Horace P. Hartshorn and Thomas Q. Hartshorn, two of the appellants, respectively, does not differ materially from the construction thereof claimed by the devisees. It will be remembered that each of the devisees claimed that he was entitled to a conveyance of an undivided interest, equivalent to the quantity of land devised to him, in all of the lands in Pierce and St. Croix counties of which the testator died seized; and that the court adjudged that each was entitled to the foe simple of the specified quantity of such lands, in severalty, the same to be selected by the executors, and to be of average quality and value. Had the court held that each devisee took an undivided interest under the will, as was claimed, and had the interest of each been set off to him, in severalty, by partition proceedings, the partition would have been made on precisely the same principles that the executors were directed to observe in selecting the lands which the devisees were to hold in severalty. N. S., ch. 142, sec. 26.

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Bluebook (online)
40 Wis. 83, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wheeler-v-hartshorn-wis-1876.