Albery v. Sessions

2 Ohio N.P. 237

This text of 2 Ohio N.P. 237 (Albery v. Sessions) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Franklin County, Civil Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albery v. Sessions, 2 Ohio N.P. 237 (Ohio Super. Ct. 1895).

Opinion

PUGH, J.

There are two independent controversies in this cause for decision.

The plaintiffs, as trustees and executors, desire and pray for instructions, advice and judgment relative to their powers and duties. They [238]*238also ask for otherjcelief in the nature of the specific execution of a contract. That relief, if granted, will redound to the benefit of the contemplated “Sessions Academy of Art.”

Mary J. Sessions combats the construction which the plaintiffs place on their powers and duties, and resists their application for the relief which they seek for the benefit of the Academy of Art.

In this controversy the plaintiffs and Mary J. Sessions are the combatants.

The contention of the plaintiffs is, that Francis O. Sessions, in his lifetime, and Mary J. Sessions, his wife, made mutual, “twin,” wills; that by these wills they made a testamentary compact or contract.

If such a compact was made, and their construction of it is faithful, Francis C. Sessions agreed to, and did, devise and bequeath his homestead and his furniture, piano, bookcase, carpets, books on art, paintings, statuary, and pictures, in the event that his wife, surviving him, should not dispose of them, to the Academy of Art, and Mary J. Sessions agreed to, and did, devise certain of her real estate, designated as the “Sessions Block,” the “JohnsonBuilding,” Chittenden Place lots and Morrison lot, and also agreed to, and did, bequeath $10,000 in money, to the Academy of Art. Further, the plaintiffs contend that Francis C. Sessions, by his will, gave them power to use, in a certain contingency, such an additional portion of his estate for the benefit of the academy as they, in their judgment, should determine to be necessary; that being, also one of the stipulations of the compact.

The homestead is valued at $53,000; the furniture, carpets, paintings, etc., were not valued. The four parcels of real estate devised by Mrs. Sessions are valued at $318,000. By the will of Sessions a lot was devised to the First Congregational church for a parsonage; his library, except books on art, was bequeathed, after his wife’s death, to the city library; about $35,000 was given in pecuniary legacies to divers of his relatives and other persons, and for specific purposes, named in the will; all of his money invested in the banking business of Sessions & Co., aggregating $30,000, after payment of the debts of the firm to the estate, was given to W. H. Albery and Francis M. Sessions, and all of the residue of his estate was devised and bequeathed to the First Congregational church of this city, for purposes therein specified.

Excluding the homestead and the parsonage lot, his real estate is valued at about $42,300; while his personal property, after payment of debts and expenses, and after deducting the specific legacy to W. H. Albery and F. M. Sessions, and pecuniary legacies to relatives, etc., is valued at about $20,000.

By her will Mrs. Sessions gave $40,000 to the Marietta college, $40,000 to the Oberlin c ollege, $40,500 in pecuniary legacies to relative sand others; a tract of 326 acres of land, situated in Nebraska, and a lot in Indiana she gave to relatives; and she made certain societies of the Congregational church of the United States her residuary devisees and legatees.

The claim of the executors is that the execution of each of these wills was a consideration for the execution of the other, and thus a testamentary compact or contract was entered into by and between Mr. and Mrs. Sessions, which could not be rescinded or revoked without the consent of both parties manifested in the lifetime of both; and that, since Mrs. Sessions, after her husband’s death, did revoke her will, she should be decreed to specifically execute her contract.

The revocability of ordinary wills by their authors is not controverted, but it is insisted that these are more than wills in the ordinary sense.

[239]*239The oilier controversy is waged by the executors and the First Congregational church. .

The pretension of the executors is that, even if Mrs. Sessions could legally revoke her will, the homestead of Mr. Sessions, his furniture, piano, carpets, books on art, paintings, pictures and statuary, except such as has fallen to her share under a compromise, and such other portions of his estate as they may deem necessary, under what may be respectfully called the elastic provision of his wili, should be dedicated and devoted to the creaüon and nurture of the Academy of Art, although it may result in the extinguishment of the pecuniary, specific and residuary legacies.and devises.

The pretension of the trustees of the church is, that, since the wills were revocable, and Mrs. Sessions has revoked her will, the purpose of Mr. Sessions to establish the Academy of Art has failed, the trust in its favor has lapsed, the academy was “still-born,” and, therefore, all of the' property which by his wilt was given to the academy, as well as all of the property not otherwise specifically disposed of, comes to the church as residuary legalee and devisee.

Mrs. Sessions is not, interested in this controversy, of in its decision.

The merits of the first controversy will be first determined.

Ancient and modern law declare that mutual wills may be so made by two persons that if either revokes his will, secretly or clandestinely, the other will be entitled to relief in the nature of specific execution, or in damages. To authorize either to exercise the liberty of repenting and recanting his share of the testamentary provisions he must first give the other due notice of his purpose.

But to make mutual wills thus irrevocable, as it were, they must rest upon a mutual agreement, and one must be the condition or consideration for the execution of the other.

It is absolutely essential to be as explicit and clear on this subject as one is able. To render a satisfactory decision — satisfactory at least to the author of it — be must have a definite conception of the rule and its limitations.

In countries where the civil law governs, if two persons execute wills at the same time, each knowing the provisions of the other’s will as well as his own, and each giving all of his property, or a specific part of it, to the other, neither testator can disannul his will, in the lifetime of both, without giving notice to the other.

But that never was the rule in the country from which we either inherit, absorb or borrow many of our laws; nor is it the modern law of any of the states of the Union.

In Hobson v. Blackburn, 1 Adams Eq., 274, a mutual will of the character I have described was avowed to be “unknown to the testamentary law of this country,” but might be valid “as a compact.”

In Day ex parte, 1 Bradford’s Reports, 476, this construction was affirmed of that decision:

“So far as this judgment proceeded upon the revocability of a will by a subsequent testamentaiy paper duly executed, notwithstanding any contract to the c mtrary, the decision is beyond criticism.”

This statement in confirmed by Jarman on Wills (6th American edilion), 29, and 1 William’s Ex’rs (7th American edition) 9, 174.

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Bluebook (online)
2 Ohio N.P. 237, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albery-v-sessions-ohctcomplfrankl-1895.