Baker v. Alexander

156 N.E. 223, 24 Ohio App. 117, 4 Ohio Law. Abs. 583, 1926 Ohio App. LEXIS 556
CourtOhio Court of Appeals
DecidedFebruary 8, 1926
StatusPublished
Cited by4 cases

This text of 156 N.E. 223 (Baker v. Alexander) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baker v. Alexander, 156 N.E. 223, 24 Ohio App. 117, 4 Ohio Law. Abs. 583, 1926 Ohio App. LEXIS 556 (Ohio Ct. App. 1926).

Opinion

Houck, J.

This is an appeal from the judgment of the common pleas court of Richland county, and the question involved is the proper construction of item 10 of the codicil and item 29 of the will of Eva P. Knox, late of that county.

The questions raised in this case were ably presented by counsel in oral argument and written briefs.

Eva P. Knox, unmarried, and without issue, died January 29, 1924, and her will was probated February 20,1924. The settlement account of the executors discloses that the personal property has been fully administered; that all debts and specific bequests have been paid; that distribution to the residuary legatees has been made; and that the real estate remains intact and consists of a large farm situated in the southern part of Richland county.

Item 10 of the codicil reads: “I hereby revoke item 26 in my said will and instead thereof it is my will that all the rest, residue and remainder of my property, if any, both real and personal, and wheresoever the same may be situated, I give, devise and bequeath to Laura Alexander,” etc., “share and share alike or to their heirs share and share alike.”

Item 29 of the will reads: “It is further my will and I hereby direct my executor hereinafter named that he shall not close the administration of my estate until the expiration of five years after my death, and that he shall not sell any of my real estate during the first four years of his trust, but may sell it thereafter.”

*120 The question submitted by the executors to the court is as to a proper construction and interpretation of the residuary clause in item 10 of the codicil when taken in connection with item 29 of the will wherein the executors are directed not to close the administration of said estate for five years after the death of testatrix, and not to sell the real estate during the first four years.

The questions propounded by the executors grow out of the language used in item 29 of the will, and may be stated as follows:

(a) Are the executors authorized and empowered to sell the real estate, after four years, and distribute the proceeds among the devisees named in item 10 of the codicil?

(b) Are the executors to hold the real estate in trust until they sell it and account for the net profits to the devisees named in item 10 of the codicil?

(c) Can'the executors legally close the administration of the estate before five years?

After all, the decisive question in this case is: What authority, if any, under the will or codicils is given to the executors to sell said real estate, or to in any way, manner, or form hold it in trust? Nowhere in the will or the codicils is such authority found, or could be properly claimed to exist, unless it be in the language used in item 29 of the will.

It will be observed that by item 10 of the codicil the testatrix gives the fee simple of the real estate in question to the residuary devisees named therein. Thus having parted with the fee, it must so pass, unless the provisions of item 29 of the will create *121 a trust iu the executors, which gives them authority to sell such real estate and distribute the proceeds to the residuary devisees.

We think it will not be disputed that if the language of a will is plain, and its meaning obvious, the court has no right to qualify or control such language in any way by conjecture or doubt arising from extraneous facts.

We further find and hold that, in the interpretation and construction of words, phrases, and language used in a will, if they are within themselves clear, plain, and unambiguous, the most that can be done is to expound them in their common, natural and ordinary sense. In such cases the words and language alone best declare and set forth their true meaning.

True, the intention of the maker of a will must be determined from the entire instrument, if there be anything that will throw light upon the item or items claimed to be ambiguous, but here there is nothing in the other items of the will or codicils that refers even in the remotest way to the item in dispute, or that would in any way add to or take from what seems to be the plain meaning of the language used.

If the language in the questioned item means what these common and ordinary words and sentences appear to convey, they need no construction. It occurs to us that the testatrix had in mind more than anything else the objects of her bounty—the devisees of her real estate—and not the manner, the form in which, or by whom, it should be distributed to them after her death. We reach this conclusion from the plain meaning of the language *122 used in item 10 of the codicil and item 29 of the will.

If the language under review is given its plain and ordinary meaning we must and do find that no trust estate in the executors was intended, and certainly none placed in them so far as the realty is concerned. We are clearly convinced that the restraint sought to be imposed on the devisees, in the present case, by the provision in item 29 of the will, “that my executors shall not close the administration of my estate until five years after my death,” etc., is null and void, and against public policy.

We need but cite a few authorities to sustain our views. In 3 Tiffany on Real Property (2d Ed.), page 2311, we find this rule laid down: “The fact that a restriction upon the right to alienate a vested estate in fee simple is to endure for a limited time only does not, by weight of authority, render the restriction valid.”

The following is clearly in point: “We are entirely satisfied that there has never been a time since the statute quia emptores when a restriction in a conveyance of a vested estate in fee simple, in possession or remainder, against selling for a particular period of time, was valid by the common law. And we think it would be unwise and injurious to admit into the law the principle contended for by the defendants’ counsel, that such restrictions should be held valid, if imposed only for a reasonable time. It is safe to say that every estate depending upon such a question would, by the very fact of such a question existing, lose a large share of its market value * * *. The only *123 safe rule of decision is to hold, as I understand the common law for ages to have been, that a condition or restriction which would suspend all power of alienation for a single day, is inconsistent with the estate granted, unreasonable and void. Certainly the law of real estate, as to the incidents and nature of the several species of estates and the effect of the recognized instruments and modes of transfer, is of too much importance to be sacrificed .to the unskillfulness, the whims or caprices of a few peculiar individuals in isolated cases.” Mandlebaum v. McDonell, 29 Mich., 78, 107 (18 Am. Rep., 61).

It must be remembered that no direct authority, at least in words, is given the executors to make distribution of any proceeds from sale of real estate. All power given, so far as the will or codicils disclose, is as follows:

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Cite This Page — Counsel Stack

Bluebook (online)
156 N.E. 223, 24 Ohio App. 117, 4 Ohio Law. Abs. 583, 1926 Ohio App. LEXIS 556, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-v-alexander-ohioctapp-1926.