Wisner v. Ogden

30 F. Cas. 388, 4 Wash. C. C. 631
CourtU.S. Circuit Court for the District of District of Columbia
DecidedApril 15, 1827
StatusPublished
Cited by5 cases

This text of 30 F. Cas. 388 (Wisner v. Ogden) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wisner v. Ogden, 30 F. Cas. 388, 4 Wash. C. C. 631 (circtddc 1827).

Opinion

WASHINGTON. Circuit Justice.

This is a bill in equity brought by some of the next of kin of Oliver Barnet, according to the statute of distributions of the state of New Jersey, against the administrator of Elizabeth Bar-net, the executrix of the said Oliver Barnet, appointed by the orphan’s court of this state, pending a controversy in that court concerning the validity of the asserted will of the said Elizabeth, and the rest of the next of kin of Oliver, the testator. The merits of the controversy depend upon the true construction of one of the clauses in the will of Oliver Barnet, deceased; and this question, as well as many others of minor importance, comes before the court for decision upon a special demurrer to the bill, filed by Isaac Ogden the administrator, pendente lite, of Mrs. Barnet. It becomes necessary, therefore, to state the material parts of the bill, upon which the different questions are raised. The bill alleges that Oliver Barnet, a citizen of this state, departed this life in December 1809, without issue, leaving his wife (the aforesaid Elizabeth,) and one brother named Joseph, and the children of a deceased sister Sarah Wisner, viz. Poly-dore B. Wisner, Henry B. Wisner, one of the plaintiffs, Harriet, the wife of Libeus Lath-rop, and Mary, the wife of Oliver W. Ogden. That Joseph, the brother, and Polydore, the nephew of the testator, afterwards died; the former leaving two sons, Gideon and Iehabod, to whom he devised all the residuum of his personal estate; and the latter, leaving the other plaintiffs, his children. That Oliver Barnet, being at the time of his death seised and possessed of a large real and personal estate, and entitled to a considerable amount of outstanding debts, duly executed his last will and testament, in which is contained the following clause, viz.: “I give and bequeath to my beloved wife, Elizabeth Barnet, her heirs, and assigns, forever, all my estate both real and personal, excepting my outstanding debts, which I order my said wife, whom I hereby constitute and appoint my sole executrix, to this my last will and testament, to collect, and give three persons that I shall hereafter direct her to give the same unto.” That the testator gave no direction to his wife as to the three persons to whom she should pay these outstanding debts; whereby they are to be considered (as the bill alleges) as un-disposed of; and passed to the executrix as assets to pay debts, and to distribute according to the statute of distributions of New Jersey. The bill then charges that Elizabeth Barnet duly proved the above will, and took upon herself the burthen of its execution. That she collected all the outstanding debts, and placed the amount at interest, on bonds, mortgages, and other securities, which remained due at the time of her death, which happened in June 1825. That she left a paper purporting to be her last will and testament, which was fraudulently imposed upon her, whereby she was made to appoint Jonathan Ogden, since deceased, and Isaac Ogden, her executors; which paper, being offered for-probate, was caveated, and is now sub judice in the orphan’s court, where administration of her estate and effects, pen-dente lite, was granted to the said Isaac Ogden, who has possessed himself of all the evidences of the outstanding debts of Oliver Barnet. The bill further charges, that Ieha-bod and Gideon Barnes, Libeus Lathrop, and Harriet, his wife, and Oliver W. Ogden, and Mary, his wife, all of them citizens of the state of New Jersey, although equally entitled with the plaintiff, Henry B. Wisner, to the share of the outstanding debts of Oliver Barnet, as the representatives of Sarah Wis-ner, having refused to unite with the plaintiffs in this suit; and for this reason, they are prayed to be made defendants. The prayer of the bill is for an account as to a moiety of the outstanding debts, one fourth [390]*390of which is claimed as belonging to the children and grand children of Mrs. Wisner, and the other fourth to the two sons and devisees of Joseph Barnet; the bill admitting that the other' half belonged to the widow of the testator. •

The demurrer to this bill assigns eleven causes, the whole of which may be considered under the following heads: (1) The construction of the will of Oliver Barnet. (2) The bar of the act of limitations; and (3) The want of proper parties. The first presents the important question, since, if it be determined against the plaintiffs it renders the consideration of the other objections unnecessary; and if, in their favour, it will dispose of all the objections except those which come under the second and third heads.

I. It is contended in behalf of the representatives of Mrs. Barnet, that, by the omission of the testator to name the three persons to whom the outstanding debts were to be given, his widow became entitled to them —(1) As residuary legatee; if not so, then, (2) that she took them as undisposed of, in the character of executrix; and if in neither of these characters, then, (3) as a trustee by implication, upon a trust which the omission to name the cestui que trusts prevented her from executing; and consequently, that the property excepted from the devise to her, cannot be considered as undisposed of, but it remained with her, discharged of the trust.

1. In support of the first ground upon which the claim of Mrs. Barnet is asserted, the counsel for her administrator cited, and relied upon the case of the Duke of Marlborough v. Lord Godolphin, 2 Ves. Sr. 61. I have examined that case with atttention, and am clearly of opinion, that it is, in all its essential features, unlike the present. The Earl of Sunderland, by his will, devised to his wife £30.000, and, after some other bequests. he gives all the rest and residue of his personal estate to his eldest son Robert Lord Spencer, except such other legacies as he should indorse on his will in nature of a codicil. He afterwards indorsed on his will, that the £30,000 given to his wife should be to her use for life only, and after her death, to be distributed amongst such of his children, and in such proportions, as she, by any instrument in writing, in nature of a will, or by deed should appoint. His widow made a will, and thereby gave certain portions of the above sum to two of the children, who died in her life time, and the legacies to them were consequently lapsed. One of the questions in the cause was, whether those legacies passed under the residuary clause to Robert Lord Spencer, or were un-disposed of, and belonged to the children of the first testator. Lord Hardvicke decided that they were not withdrawn by the exception from the residuary bequests, and of course could not be considered as money undisposed of. That a residuary legatee or executor, stands in the place of an heir to take whatever may fall in, without the intention of the testator, as by operation of law; and consequently that the lapsed legacies must fall under the bequest to the residuary legatee. Now it is manifest that that case differs from the present in two essential particulars. In the first place, the £30,000 was not in fact excepted from the residuary bequest, the exception, as to its terms, being not of any specific sum or article, but “of such other legacies as he the testator should indorse on his will in the nature of a codicil.” But the £30,000 was disposed of in the body of the will, and not by the indorsement, which operated merely as a modification of the bequest of that sum made by the will, by limiting the interest of the wife to a life estate, and disposing of the remainder among such of her children as she should appoint; but no legacy is given by the indorsement upon which the exception could, or was intended to operate.

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Cite This Page — Counsel Stack

Bluebook (online)
30 F. Cas. 388, 4 Wash. C. C. 631, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wisner-v-ogden-circtddc-1827.