Abram v. Wilson

220 N.E.2d 739, 8 Ohio Misc. 420, 37 Ohio Op. 2d 288, 1966 Ohio Misc. LEXIS 402
CourtCuyahoga County Probate Court
DecidedOctober 18, 1966
DocketNo. 694690
StatusPublished
Cited by1 cases

This text of 220 N.E.2d 739 (Abram v. Wilson) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Abram v. Wilson, 220 N.E.2d 739, 8 Ohio Misc. 420, 37 Ohio Op. 2d 288, 1966 Ohio Misc. LEXIS 402 (Ohio Super. Ct. 1966).

Opinion

Merrick, P. J.

This case is before this court on a Petition for Declaratory Judgment to construe the last will and testament of Ernest Abram, deceased, and to determine the rights of the parties in the estate of Ernest Abram, deceased.

The facts are as follows: Ernest Abram died on November 21, 1965, survived by a married brother, Louis H. Abram, aged 75; a married niece, Jean Abram Goldfarb, aged 42; a single niece, Frieda Abram, aged 47; two grandnieces, Roberta Goldfarb, aged 13, and Phyllis Harriet Goldfarb, aged 10; and one grandnephew, Lewis Howard Goldfarb, aged 8.

In issue in this case is the validity of Items II, IX, XI, XIII, and XXT of the last will and testament: the rights of certain of the parties in the event they renounce the provisions of the will for their benefit; and, the rights of the surviving spouse in the event she elects to take under the last will and testament of her deceased husband.

[422]*422The controversy centers primarily upon the provisions in Item XXI of the will, which provides as follows:

“All the rest and residue of my estate, of whatever nature and description and wheresoever the same may be situate, which I may own or have the right to dispose of at the time of my decease, following the bequests hereinbefore made, I give, devise and bequeath to my beloved grand-nieces and grand-nephews share and share alike, upon the youngest of said children reaching the age of thirty-five (35) years. In the interim, such residue shall remain in trust and my Trustee hereinafter named is directed in its sound discretion to pay from the income of such residue and any other bequests that might fall within said residue at the happening of any event, the income thereof to the respective devisees or legatees until the youngest of said children shall have reached the age of thirty-five (35) years, when said trust with reference to said residue shall terminate and all real estate, securities and cash shall vest absolutely in said grand-nieces and grand-nephews, share and share alike, absolutely and in fee simple.”

The overriding question in this case is whether the provision in Item XXI of the will violates Section 2131.08, Revised Code, which embodies what is usually referred to as “the common law rule against perpetuities.”

Section 2131.08, Revised Code, provides in part as follows:

“No interest in real or personal property shall be good unless it must vest, if at all, not later than twenty-one years after a life or lives in being at the creation of the interest. * * *”

The gift in Item XXI of the will vests in the ‘ ‘ grand-nieces ’ ’ and “grand-nephews” when the youngest reaches the age of thirty-five. Under the rule set forth in Section 2131.08, Revised Code, does the gift vest within the limitation set forth therein, i. e., within twenty-one years after the measuring life or lives at the creation of the interest?

The gift in Item XXI to the “grand-nieces” and “grandnephews” is a general class gift. Everhard v. Brown (1945), 75 Ohio App. 451, 62 N. E. 2d 901; Jones v. Lewis (1941), 70 Ohio App. 17, 44 N. E. 2d 735. The general rule followed in Ohio is that the class must be determined within the rule against perpetuities; if, there is any possibility that the gift to the class [423]*423will not vest in every possible member of the class within the rule, the gift must fail. 42 Ohio Jurisprudence, Perpetuities, Section 15, page 469.

In this case, therefore, it is necessary for all of the grandnieces and grandnephews of the decedent to be in existence within twenty-one years after the measuring life or lives at the creation of the trust. If there is any possibility some may be born subsequent to the limitation period, the gift must fail. Obviously, from the facts elicited at the hearing, it is clearly possible for Louis, the brother of the decedent, to have children (nephews and nieces to the decedent) who survive those of his children who were in being at the death of the decedent, and who, in turn, bear children (grandnephews and grandnieces to the decedent). The gift therefore may not vest within the limitation period of the rule and is invalid. See Large v. National City Bank of Cleveland (1960), 85 Ohio Law Abs. 11 (Probate Court Cuyahoga County).

It has been argued by the trustee that it was not the intention of the decedent to create a class gift to his grandnieces and grandnephews, but only to create a gift for the benefit of his grandnephew and grandnieces who were living at the time of his death. However, the intention of the testator, gathered from the language employed in his will, was clearly to create a class gift for the benefit of his “grand-nieces” and “grandnephews.” At the time of making his will, the testator had but one grandnephew and two grandnieces, yet he employed the wording “grand-nieces and grand-nephews” twice in Item XXI. On the other hand, in Item XI of his will the testator gave collector’s items and heirlooms to “my beloved grandnieces and grandnephew.” The rule of law is succinctly stated in 56 Ohio Jurisprudence 2d, Wills, Section 521, page 54:

“While,...., the purpose of construction as applied to wills is unquestionably to arrive at the intention of the testator, that intention is not that which existed in the mind of the testator, but that which is expressed by the language of the will. The question always in the mind of the court must be not what the testator should have done, but what he did do, and what he meant by the words which he actually employed. If language of a will is plain? and the meaning obvious, the court cannot [424]*424qualify or control the language hy conjecture or doubt arising from extraneous facts. The testator must be presumed to have meant what he said. * * * ”

In addition to the invalidity of the bequest in XXI for the reason that the class might not be determined within the rule against perpetuities, the gift would also fail under the rule espoused in Thomas v. Harrison (1962), 92 Ohio Law Abs. 175, 191 N. E. 2d 862, due to the power of the trustee under XXI to pay income to the beneficiaries only in its sound discretion. In this case, as in the Harrison case, the interest of the beneficiaries is rendered contingent and void because it depends upon the exercise of the trustee’s discretion.

With regard to whether the gifts in Items IX, XI and XIII of the will fail as a result of the invalidity of Item XXI, the law is clear that such gifts will not fail unless they form an essential part of the general scheme of the will and are inseparable from the invalid bequest. The rule, as stated in 42 Ohio Jurisprudence 2d, Perpetuities, Section 55, at page 503, is:

“ * * * where the various provisions of a will are in fact independent, and not for the carrying out of a common or general purpose, those which are contrary to the rule may be rejected, and the valid provisions upheld. The test is whether the rejected parts may be expunged without essentially changing the general testamentary scheme. This can usually be done when it is clear that the gifts which do not transgress the rule are so independent that it is manifest that the testator would have desired that they should stand if he had been aware of the invalidity of the rest; * *

It is apparent that these gifts are independent of the gift in Item XXI, and therefore are valid.

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Bluebook (online)
220 N.E.2d 739, 8 Ohio Misc. 420, 37 Ohio Op. 2d 288, 1966 Ohio Misc. LEXIS 402, Counsel Stack Legal Research, https://law.counselstack.com/opinion/abram-v-wilson-ohprobctcuyahog-1966.