Finklea v. Jordan
Finklea v. Jordan
Opinion of the Court
The opinion of the Court was delivered by
The reasoning of the Chancellor is entirely satisfactory to show that the plaintiff was executor, according to the tenor of his brother’s will. Indeed it is so alleged in the bill. But it is insisted that the bequest of the residue of the fund to arise from the sale of the land was not made to the plaintiff as executor, and that “ being residuary devisee of the land by the express terms of the will, he was entitled to a decree for the land upon payment of testator’s debts, which he had offered to do,” — or at least to a decree for the sale of the land, and payment of the debts, and the surplus to be paid to him.
The general proposition is not questioned, that, where a legacy is given to a person appointed executor, the presumption is that it is given to him in that character, and that the burthen of proof is on him, to show something in the nature of the legacy, or other circumstances arising ou the will, to repel that presumption.
The primary object of the testator’s bounty was his wife. A particular portion of his estate is set apart for the payment of his debts. His brother and executor is to have the trouble of administering the estate, and for his compensation, or in lieu of commissions, is to receive any balance which may remain of the fund especially set apart for the payment of debts and expenses, thus relieving his wife from the trouble or charge in the management and settlement of his estate, and bequeathing to her the residue of his estate, except only the portion thus set apart. If the portion set apart had been a bond which his executor was to collect, and, out of the proceeds pay testator’s debts, and retain the balance, if any, in lieu of commissions, it would not be doubtful that the presumption would prevail, and that, although the executor was the testator’s brother, he could only entitle himself to the bequest by assuming and discharging his official duties. It is not perceived that the character of the property set apart affects the conclusion.
It is ordered and decreed that the decree of the Circuit Court, dismissing the plaintiff’s bill, be affirmed.
Decree affirmed.
It does not appear who concurred with the Chief Justice, hut as nothing appears to the contrary, it is presumed the Court was unanimous.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.