Blume v. Thompson

15 Ohio N.P. (n.s.) 97
CourtAuglaize County Court of Common Pleas
DecidedJuly 1, 1913
StatusPublished

This text of 15 Ohio N.P. (n.s.) 97 (Blume v. Thompson) is published on Counsel Stack Legal Research, covering Auglaize County Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blume v. Thompson, 15 Ohio N.P. (n.s.) 97 (Ohio Super. Ct. 1913).

Opinion

Matthias, J.

On July 4th, 1912, L. N. Blume died, leaving Harriet O. Blume, his widow, his sole heir at law. His estate, at the time of his death, was valued at approximately $125,000 above indebtedness.

On December 7th, 1911, he had executed a will, which was duly admitted to probate, in the first item of which he expresses a desire for the prompt payment of his debts and funeral expenses. By item second he gives and devises to his wife, Harriet C. Blume, lot No. 18, situated in the village of Wapakoneta, county of Auglaize and state of Ohio, “to be hers absolutely and in fee simple.”

[98]*98Item three thereof is as follows:

“I give, bequeath and devise to my beloved wife, Harriet C. Blume, all the remainder of my property, both real and personal, of whatsoever kind and wheresoever situated, which I may own or have the right to dispose of at my death stated, with the understanding that she, my said wife, shall'have the right to use, sell or dispose of, except as hereinafter stated, any or all of said property, real or personal, for her own comfort, convenience or benefit in any manner she may see fit during her lifetime.”,

The fourth item of said will provides that, “out of the property remaining at the death of my said wife I give and bequeath the following amounts respectively to the following named persons in the order named, to-wit:” Here follows a list of bequests to a number of individuals named, including therein the following clause: “To Harriet, Wesley, Lewis' B. and Ethel King, the four children of Harriet King (a widow), formerly intermarried with Frederick Sallava, my wife’s brother, the sum of two hundred and fifty ($250) dollars each.” Item fifth is, “I next give and bequeath the sum of five hundred dollars ($500) to each of the following named churches in Wapakoneta,” and six churches are there named. Item sixth is, “I next give and bequeath the sum of five hundred dollars ($500) to each of the following named lodges in Wapakoneta,” naming six fraternal orders, and then provides: “said sum to be paid to the proper trustees or officials of each of said societies. ’ ’

Item seventh of said will is as follows:

“Provided there are sufficient funds left out of my estate after the payment of the bequests, legacies and devises made in this will, I next give and bequeath to the board of education of the school district of Wapakoneta, Ohio, the sum of fifty thousand dollars ($50,000) or such other less sum as may be left for the purpose, for the purchase of the necessary land erection of a building and maintenance of same for a combined Public Library and Young Men’s Christian Association building, to be called the ‘Blume Library and Y. M. C. A.,’ for the use and benefit of all the people and citizens of Wapakoneta and vicinity, the same to be in charge of and under the con[99]*99trol of said board of education. All tbe above gifts and bequests are to take effect at the death of my said wife and are to be paid out of the property then remaining at her death, unless my said wife chooses to carry out any of said bequests before her decease.”

The remaining portions of said will, copied in full, are as follows: ■

‘ ‘ Eighth. I request and suggest to my said wife that as soon as convenient for my wife after my death that she, my said wife, shall pay over to the. First National Bank, of Wapakoneta, Ohio, the sum of forty thousand dollars ($40,000) in cash, stocks or bonds, acceptable to said bank, but only upon the condition and provided that the acceptance of the same be acted upon by the board of directors of said'bank by resolution that said bank shall pay to my wife as long as she lives four (4) per cent, interest on said sum of $40,000, payable semi-annually, and at the death of my said wife said sum of $40,000 shall become absolutely the property of.said bank; the carrying out of this eighth clause of my will and the payment of said sum of $40,000 to said First National Bank of Wapakoneta, shall be entirely discretionary with and at the option of my said wife, and if she does not desire nor care for any reason to pay over said sum of $40,000 to said First National Bank, then it shall not be obligatory upon her to do so and this clause shall be null and void.”
“Ninth. All the residue of my property, real or -personal, still remaining at the death of my said wife and after the payment of above gifts and bequests, I desire shall go to and be divided between my lawful heirs, according to law, with the understanding that heirs of the half blood shall count and be considered the same as heirs of the whole blood, and provided further that Charles J. Thompson, my wife’s nephew, shall receive a share of said residue of my estate the same as if he were a full and lawful heir, viz: The same share as my half sisters and half brothers; and except that my sister, Harriet C. South and her three sons, Rufus B. South, Arthur L. South, and Dwight D. South, my nephews, shall receive no share of said residue nor any part off my estate whatsoever. I nominate and appoint Harriet C. Blume, my wife, to be sole Executrix of this Will and request that she be not required to give bond and that no inventory or appraisement be made of my estate.”

[100]*100On May 11th, 1912, testator executed a codicil to said will, which is as follows:

“I, L. N. Blume, of Wapakoneta, Ohio, do make, publish and declare this to be my codicil to my last will above set forth, I hereby revoke and annul the bequest of $500 made to the Catholic Church of Wapakoneta, Ohio, as set forth in item fifth of my will, having recently executed and delivered two notes for $500 each, payable to Wm. Russ of said Catholic Church, not yet due, which said note shall be in lieu of the $500 bequest to the other churches. I hereby ratify and confirm my said Will in all other respects.”

Under favor of Section 10857 of the General Code, Harriet C. Blume, as executrix, of said will, brings this action, and asks the direction and judgment of the court upon all of the provisions of said will that are in anywise ambiguous or uncertain, and that said will be so construed that plaintiff may be guided and instructed by the decree of the court as to the meaning, application and effect of the various provisions of said will, and that she be given such direction as is necessary to properly administer the trust imposed upon her by the terms of said will.

Said Harriet Blume, as the widow of L. N. Blume, under favor of Section 10567 of the General Code, has also filed an answer, in which she also asks such a construction of the terms of .said will as is necessary to advise her of her rights thereunder so that she may be thus aided in making her election whether to accept the provisions of said will or take distributive share of said estate under provision of the law.

The first question which arises, and the first particular in which we find it necessary to construe and determine the meaning of said will, is with reference to the quality and quantity of the estate devised and bequeathed to said Harriet C. Blume. This question is foremost because the determination of others depends somewhat upon the conclusion reached with reference to this one.

Before taking up these Various portions of this will, in what seems to us the most logical order, we deem it well to first indulge in some generalization with reference to the rules that [101]

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28 U.S. 320 (Supreme Court, 1830)

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Bluebook (online)
15 Ohio N.P. (n.s.) 97, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blume-v-thompson-ohctcomplauglai-1913.