Blair v. Brown

47 N.E.2d 804, 71 Ohio App. 27, 25 Ohio Op. 368, 1942 Ohio App. LEXIS 659
CourtOhio Court of Appeals
DecidedApril 27, 1942
Docket3875
StatusPublished
Cited by1 cases

This text of 47 N.E.2d 804 (Blair v. Brown) 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
Blair v. Brown, 47 N.E.2d 804, 71 Ohio App. 27, 25 Ohio Op. 368, 1942 Ohio App. LEXIS 659 (Ohio Ct. App. 1942).

Opinion

Overmyer, J.

This proceeding was filed in the Probate Court of this countj7' (later transferred by it to the Common Pleas Court) by the present testamentary trustees under the will of Clarence Brown, late of Toledo, Ohio, seeking the construction of his will in several respects, and the direction of the court as to their duties in the distribution of income of the residuary estate, and as to the final distribution of a “remainder and residue” of some four million dollars of the residuary estate which apparently will be on hand in August 1942, when by the terms of the will such final distribution shall be made by them.

All parties in interest being before the court, the cause was submitted in the Common Pleas Court and a finding, judgment and decree there entered, from which judgment this appeal on questions of law and fact is being prosecuted by a group of defendants, twenty-one in number, referred to during the hearings, the briefs and herein as “the charities,” the names of which will hereinafter appear in item XXXI of the will. The contending parties are the charities and certain of the individual legatees named in the will.

The two principal questions presented for answer are: First, did the individual legatees named in the will receive a vested or a contingent interest in the *29 bequest set up in item XXXII of the will? Second, are the corporations and associations (the charities) named in item XXXI to .share with the individual legatees in the distribution of the “remainder and residue” of the residuary estate referred to in item XXXII?

The will involved was executed by Mr. Brown, himself a lawyer of great ability, assisted by two equally capable lawyers, on June 4, 1918, and Mr. Brown died on July 30, 1918, leaving his widow but no children surviving.

The will is in the following words, omitting the signature and attestation clauses:

“Know all men by these presents, that I, Clarence Brown, of Toledo, Ohio, do make, publish and declare this my last will and testament, hereby revoking any .and all wills heretofore by me made.

“Item I. It is my will that my .just debts and funeral expenses be paid after my decease as soon as it is practicable.

“Item II. I give and devise to my wife, Carrie L. Brown, for and during the term of her natural life, my residence in Toledo, Ohio, being the north ninety-five (95) feet of the south one hundred forty-five (145) feet of lot number one hundred forty-eight (148) in Scottwood Addition of said city of Toledo, Ohio; together with all and singular my household furniture and effects, wearing apparel, furniture, books, plate, pictures, jewelry, automobiles and all other articles of personal property used in or about my said residence. My said wife may, at any time during her lifetime, sell, convey and dispose of by gift or otherwise the real estate and personal property aforesaid, or any part or portion thereof, and any sale, conveyance, or disposition of any or all of the real estate and personal property aforesaid so made *30 by my said wife shall vest in the purchaser or donee a good and sufficient title thereto, in fee simple.

“In the event my said wife, Carrie L. Brown, does not survive me, or in the event that she does survive me then upon her death, the real estate and personal property aforesaid, or such part or portion thereof as shall remain undisposed of by my wife under the provision aforesaid shall go to my niece, Myra Gould Summers, of Toledo, Ohio, in fee simple. In the event of the death of the said Myra Gould Summers prior to my death, if my wife does not survive me, or prior to the death of my wife if my wife does survive me, then the real estate and personal property aforesaid shall pass to and vest in fee simple in the heirs of the body of said Myra Gould Summers her surviving.

“Item III. I give and bequeath to my said wife Carrie L. Brown the sum of two hundred fifty thousand dollars ($250,000) in securities owned by me at the time of my decease. The securities comprising said bequest shall be such as may be selected by my said wife in the amount aforesaid at the value placed thereon by the appraisers of my estate, or, at the option of my said wife, at the current market prices of said securities at the time such selection is made. My said wife shall make such selection of said securities within ninety days after the appraisement of my estate and said bequest.shall be paid immediately after such selection is made.

“The bequest in this Item III contained shall have preference over all other bequests made in this instrument and there shall be no distribution of any of my estate or any payment made upon any other such bequest until payment of said bequest to my wife has been made in full.

“Item IV. I give-and bequeath to my sister Hallie B. Hastings, of Toledo, Ohio, the sum of five thousand *31 dollars ($5,000), to be paid to her as soon after my decease as is practicable.

“I further give to my said sister the sum of three thousand dollars ($3,000) per year, payable in equal monthly installments upon the first of each and every calendar month for and during the term of her natural life. Said payments shall be made by my executors during the administration of my estate, and thereafter by my trustee hereinafter appointed from the funds in their hands, arising from my residuary estate, as' hereinafter defined. In the event that my said sister Hallie B. Hastings shall be living at the time of the final distribution of my estate it is my will and I hereby direct that my trustee or my executors, as the case may be, before such distribution is made, shall purchase from a standard life insurance company doing business within the state of Ohio, an annuity in the amount aforesaid upon the life of the said Hallie B. Hastings payable to her.

“Item V. I give and bequeath to Mary C. Brown, the wife of my brother Charles H. Brown, of Knox•ville, Tennessee, the sum of fifteen thousand dollars ($15,000); said payment to be made in three equal .annual installments; the first of said payments to be made as soon as convenient after the date of my decease and the other two payments to be made equally upon the first two anniversaries of my decease. If, however, the said Mary C. Brown should die before ■said payments, or any one of them is made, I hereby direct that my executors or my trustee hereinafter named, set aside the amount which may remain of ■said bequest unpaid upon her death, and pay the income therefrom to her husband Charles H. Brown, or in the event neither Mary C. Brown nor Charles H. Brown shall survive me, said bequest or the balance remaining unpaid of the principal and interest thereof *32 shall be paid to the children of the said Charles H. Brown and Mary C. Brown then living, share and share alike.

“Item VI. I give and bequeath to Mary Elizabeth Brown and Harriet Brown, of Knoxville, Tennessee, and to each of them, daughters of the said Charles H„ Brown and Mary C. Brown, the sum of fifteen thousand dollars ($15,000); said payments to be made in three equal annual installments, the first of said payments to be made as soon as convenient after the date of my decease, and the other two payments to be made-annually upon the first two anniversaries of my decease.

“Item VII.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
47 N.E.2d 804, 71 Ohio App. 27, 25 Ohio Op. 368, 1942 Ohio App. LEXIS 659, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blair-v-brown-ohioctapp-1942.