Burke, Exr. v. Crawfordsville Tr. Co., Admr.

2 N.E.2d 817, 103 Ind. App. 1, 1936 Ind. App. LEXIS 163
CourtIndiana Court of Appeals
DecidedJuly 1, 1936
DocketNo. 15,619.
StatusPublished
Cited by3 cases

This text of 2 N.E.2d 817 (Burke, Exr. v. Crawfordsville Tr. Co., Admr.) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burke, Exr. v. Crawfordsville Tr. Co., Admr., 2 N.E.2d 817, 103 Ind. App. 1, 1936 Ind. App. LEXIS 163 (Ind. Ct. App. 1936).

Opinion

Dudine, J.

Grace Divine Law died leaving a last will (with a codicil) which provided for a charitable trust. She left surviving her, as her sole heirs at law, Blanche Sloan Williams, a niece, Blanche D. Harding and Anna D. Montgomery, her sisters, and William Divine Davis, a nephew. Said last two heirs at law died since testatrix’s death, and appellee administrators were duly appointed, with reference to their respective estates.

This is an action instituted by appellees asking for a construction of said will and codicil. The complaint alleged that the amount provided for the charitable trust would be insufficient for the “avowed purpose and intent of said testatrix,” and therefore the court should declare the proposed trust “impracticable, inoperative and of no effect”; and there being no other disposition of said funds, made in the will or codicil, the funds in *3 tended for said trust should be distributed to said heirs at law of the testatrix.

The issues having been closed, the cause was submitted to the court for trial, a special finding of facts, and conclusions of law.

The court found that “it would be impracticable and impossible to carry out the . . . charitable intent of the testatrix . . .,” that decedent died intestate as to said funds, and that said funds should be distributed to said heirs at law.” The court stated three conclusions of law, which were in effect as follows: 1. The law is with the plaintiff. 2. The provisions of the will which purport to provide the charitable trust are wholly void, inoperative and of no effect, and decedent died intestate as to said funds. 3. Said funds should be distributed to the appellees in equal shares.

Judgment was rendered in accordance with the conclusions of law.

Appellant filed a motion for new trial, which was overruled. Thereupon this appeal was perfected. The following alleged errors are presented: 1. The court erred in each of its conclusions of law. 2. The court erred in overruling the motion for new trial.

The will and codicil were introduced in evidence, and it was shown by the evidence that after the payment of all debts, legacies and costs of administration, approximately $40,000.00 would remain available for said trust. The relationship of appellees to testatrix was also ■shown. No other evidence was introduced except a line of evidence showing how certain homes for aged people in Indiana and elsewhere in the United States are financed, and showing the cost of maintaining said homes, and except opinion evidence of witnesses who were connected with said homes, as to whether or not it would be possible to establish and maintain a suitable *4 home for such purpose with no more than $40,000.00 available.

The court found the facts as to the death of Grace Divine Law, as to her leaving a will and codicil and as to the probation thereof, and incorporated a copy of the will and codicil in the finding. The court further found the facts as to the relationship of appellees to the testatrix, and the fact that “after the payment of all debts, legacies, expenses and costs of administration . . . there will remain for the purposes designated ... as charitable approximately the sum of $40,000.00.”

The court further found facts as to the cost of maintaining the various homes which were referred to in the testimony, and as to how said homes are financed.

On account of the pertinency of facts found by the court and numbered sixteen and seventeen, we deem it expedient to set said facts out in full. They were as follows:

“No. 16. The Court further finds that it would be impracticable to undertake, and impracticable and impossible to establish, maintain and operate a home for the care and support of aged men and women in Montgomery County, Indiana, as intended by the testatrix, Grace Divine Law, under item twelve (12) of said last will and testament, with and upon an original trust fund in the sum of forty thousand dollars ($40,000.00), and that the cost of establishing, maintaining and operating such a home would soon exhaust the whole corpus of said trust fund without realizing the object and intent of the testatrix, and that to attempt to realize the object and intent of the testatrix would result in failure and in a needless, useless and wasteful expenditure of trust funds, and that after the establishment of such home, all the income that could be reasonably expected to be available to such a home would not be sufficient to meet the necessary and ordinary expenses incident to the proper operation and management of such a home and to pro *5 vide for the proper support and maintenance of any aged person therein.
“No. 17. The Court further finds that it would be impracticable and impossible to carry out the specific charitable intent of the testatrix under item twelve (12) of the said last will and testament of Grace Divine Law, deceased.”

We are called upon to determine whether the court erred in its conclusions that the provisions in the will for the trust are “wholly void, inoperative and of no effect,” and in the conclusion that the funds available for said trust should be distributed to the heirs at law. A determination of those questions requires a construction of the will and codicil, and particularly a construction of item 12 of the will, which provides for the trust.

In construing wills courts should recognize the rule of law that every man has the right to make his own will. Courts have no more right to make wills for the dead, than they have to make contracts for the living. Herron v. Stanton, Admr. (1920), 79 Ind. App. 682, 147 N. E. 305. It is the policy of the law to uphold every provision of a will and to avoid a construction that any provision of the will is void, if that can be done without violating established rules of construction.

“In construing a will, or any item or provision thereof, the primary object is to ascertain the intention of the testator. Steiglitz v. Megatz (1914), 182 Ind. 549, 105 N. E. 465. The intention of the testator must be ascertained from the language used in the will; . . . A construction of a will resulting in partial intestacy will be avoided, unless the language of the will is such as to compel it. Hardy v. Smith (1919), 71 Ind. App. 688, 123 N. E. 438. . . .” Herron v. Stanton, Admr., supra, p. 690. “Gifts to charitable uses should be highly favored, and construed by the most liberal judicial *6 rules that the nature of each case, as presented, will admit of, rather than that the gift should fail and the intent of the donor not be accomplished.” Dykeman v. Jenkins (1913), 179 Ind. 549, 555, 101 N. E. 1013.

We will now consider testatrix’s last will and codicil with the above rules of construction in mind. We shall also keep in mind the fact that we are called upon to ascertain testatrix’s intention, as expressed in her will and codicil, and that we are not called upon to determine whether the heirs at law shall or shall not receive the funds intended to be used for testatrix’s charitable intention.

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Bluebook (online)
2 N.E.2d 817, 103 Ind. App. 1, 1936 Ind. App. LEXIS 163, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burke-exr-v-crawfordsville-tr-co-admr-indctapp-1936.