Brandon v. City National Bank & Trust Co.

121 N.E.2d 26, 95 Ohio App. 457, 54 Ohio Op. 98, 1953 Ohio App. LEXIS 737
CourtOhio Court of Appeals
DecidedMarch 20, 1953
Docket4847
StatusPublished
Cited by3 cases

This text of 121 N.E.2d 26 (Brandon v. City National Bank & Trust Co.) 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
Brandon v. City National Bank & Trust Co., 121 N.E.2d 26, 95 Ohio App. 457, 54 Ohio Op. 98, 1953 Ohio App. LEXIS 737 (Ohio Ct. App. 1953).

Opinion

Wiseman, P. J.

This is an appeal on questions of law from a judgment of the Probate Court of Franklin County.

The testator, Frederick A. Miller, bequeathed the residue of his estate in shares to his wife, his son, and his daughter, Frances Ann Miller, for life. The widow having elected to take under the law, the share of the daughter amounted to one-third of the assets available for distribution, and was of the approximate value of $450,000. The testator directed that at the death of his daughter, the share bequeathed to her for life should be divided among her children or'their issue in fee simple.

The administration of the estate nearing completion, the daughter filed an application for distribution of her share. The executors instituted a proceeding in the nature of an action for a declaratory judgment. *460 concerning matters affecting distribution. The two proceedings were consolidated and evidence was presented. The order from which this appeal was taken directed that the daughter’s share was to be paid by the executors to a trustee, to be held and managed for the benefit of the daughter during her life and to be distributed to the remaindermen at her death. Prom this order, the daughter took this appeal.

The order of the Probate Court was based on its findings of fact and conclusions of law, which are incorporated in the order. No bill of exceptions has been filed. The trial court found that the testator, Frederick A. Miller, died in 1948, at which time the daughter was indebted to the decedent in the sum of $58,620.64; that in 1945, she received cash and stock of the value of $215,323.58 from the estate of her grandfather; that the daughter and her husband received other moneys during the five succeeding years ; that the total amount received from 1945 to 1950 aggregated $453,866.95; and that an itemized statement filed with the court by the daughter as of January 1, 1951, together with her testimony, shows that as of that date the net value of her estate was $41,524. This amount did not include the above mentioned indebtedness to the instant estate. In 1945, the daughter moved with her family to the state of California, where she has since resided and where she intends to maintain a permanent domicile. The trial court found that in February or the early part of March 1948 the testator learned of the financial situation of the daughter, and that, thereafter, the testator contemplated mailing a change in his will, which was never consummated, the testator having been stricken with illness on March 22, 1948, from which he died on May 6, 1948.

Thus, it appears from the findings of fact that the appellant (daughter) within a few years consumed the inheritance which she received from her grandfather’s *461 estate, and, also, approximately $102,000 paid to her during the years 1948, 1949 and 1950, as income from her father’s estate as well as other moneys, the total amount aggregating over $470,000, and that on the date of her father’s death she was insolvent.

On the basis of this factual situation, the trial court concluded:

‘ ‘ Frances Ann Miller Brandon has not demonstrated her ability to handle an estate of the character and size of which she is the life beneficiary, but on the contrary has demonstrated her inability to handle an estate of such size as life tenant; and delivery of possession to her of her share as life tenant would imperil the integrity of that share and result in severe, if not total, loss to the minor remaindermen and severe injury to the life tenant.

“The court therefore concludes that, in the exercise of its plenary power and duties in respect to the administration and distribution of this estate, the competency of the life tenant of each share must be considered in order to safeguard all interests created by the decedent’s will; and with that obligation it has a responsibility to the minor remaindermen and contingent remaindermen to safeguard the corpus of the shares to the life tenants until the delivery of each share of corpus to the ultimate beneficiaries.

“The court further concludes that the application of Frances Ann Miller Brandon for immediate delivery to her as life tenant of her share of the decedent’s estate should be denied; and, in the exercise of the court’s plenary power, in order to safeguard the corpus of the estate devised to the children and issue of Frances Ann Miller Brandon until the date of its delivery to them, and in order to protect their interests, the corpus of the estate in which Frances Ann Miller Brandon has an interest as life tenant should be distributed by the executors to a trustee, for the benefit *462 of Frances Ann Miller Brandon during her life and the persons who will be entitled to the ownership thereof at her death. ’ ’

The court decreed and ordered as follows:

“It is therefore decreed and ordered that the application of Frances Ann Miller Brandon for an order directing immediate distribution and delivery to her of such part of the estate assets to which she is entitled to possession as life tenant be, and the same is hereby, denied * * * and that the City National Bank and Trust Company of Columbus be and it is hereby appointed trustee to receive from the executors of the estate of Frederick A. Miller, deceased, the share of said decedent’s estate bequeathed to Frances Ann Miller Brandon for her life and at her death to her issue

In her assignments of error, appellant claims that the Probate Court erred (1) in ordering appellant’s share as life tenant placed in the hands of a court-appointed trustee; (2) in ordering that the rights, powers and privileges granted appellant as life tenant under decedent’s will be vested in a court-appointed trustee; and (3) in construing provisions in the will affecting the rights of the appellant to be precatory and not mandatory and by preferring the interest of the remaindermen over the interest of the life tenant.

The appellant contends that the provisions of the will should be followed; that the Probate Court did not possess plenary power to make the order; and that the provisions of Section 10509-185, General Code, control the manner of making distribution to a life tenant.

In item III of the will, the testator provided that the appellant, as a life tenant, should have full power and authority to manage, control, invest and reinvest, sell, convey and exchange property held by her as life tenant and to exercise other beneficial rights as she may *463 deem proper, “notwithstanding any statute or rule of law or equity to the contrary. ’ ’

Item III provides further:

‘ ‘ It’ being my intention to facilitate the use of such shares by the respective life tenants thereof, 1 direct that my property shall not be held by my executors or by any trustee or trustees for the benefit of any life tenant, but that my executors shall deliver to the respective life tenants aforesaid the property which is allocated to their shares and the executors shall thereupon be relieved of all liability for the property so delivered and the court shall not have authority to direct otherwise.” (Emphasis ours.)

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Cite This Page — Counsel Stack

Bluebook (online)
121 N.E.2d 26, 95 Ohio App. 457, 54 Ohio Op. 98, 1953 Ohio App. LEXIS 737, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brandon-v-city-national-bank-trust-co-ohioctapp-1953.