Clark v. Trustees of Hardwick Seminary

3 Ohio C.C. 152
CourtOhio Circuit Courts
DecidedJanuary 15, 1888
StatusPublished

This text of 3 Ohio C.C. 152 (Clark v. Trustees of Hardwick Seminary) is published on Counsel Stack Legal Research, covering Ohio Circuit Courts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clark v. Trustees of Hardwick Seminary, 3 Ohio C.C. 152 (Ohio Super. Ct. 1888).

Opinion

Woodbury, J.

This is a petition filed by the plaintiff for the purpose of having construed by the court certain provisions in the will of James F. Clark, deceased.

The plaintiff alleges in her petition that she has been appointed executrix of the will of her husband, which will has been proven in the probate court of this county ; that-she has [153]*153caused an inventory and appraisal of all the property of said estate to be made, excepting the personal property in the dwelling-house, or homestead, of said decedent, and in the stables annexed thereto; that the 'property was appraised at $1,118,711.48; that included in’said- appraisal was real estate appraised at $161,000, of which'-the homestead was appraised at $85,000, and the store mentioned in said will at1 $3O,Q00. She alleges that she is the widow of James F. Clark, and has not yet elected to take undet^thh' i^ill; that since the probate of said will she has paid-off the legacies mentioned in said will down to item thirty-two of the will-, with the exception of the provision to her in item four of the will. Then she alleges that upon certain provisions of the will, and upon the facts bearing upon the intention of the testator, as here stated, differences of opinion exist between'certain beneficiaries under said will as to its proper construction and legal effect in the particulars following, to-wit: It is claimed that under the fourth clause of the will, in which the testator bequeaths to petitioner $250,000 in United StáteS Government bonds, or their equivalent, your petitioner takes only a life interest therein, and the income arising th'dfhfrom during her natural life, and that upon her decease said bonds, or their equivalent, belong unincumbered to'said estate, and are to be administered and distributed as such,:while your petitioner insists that they-are given to her absolutely, and may be disposed of by her at her own will and'pleasúre, She further alleges that under the thirty-second clause df salid will, where the testator provides as follows: “ The residue of my estate I give to my wife, Eliza Ann Clark, to be expendéd for her support during her life-time, and to be disposed of by her in any way she may think proper,” it is claimed by some of the beneficiaries provided for in said will, that upon a‘proper construction of said clause your petitioner is entitled-tó apply only a sufficient amount of the property thereinr referred to, or the income thereof, to provide for her support during her naturaL life, while, on the other hand, your petitioner insists that the intention of the testator, as therein expressed, fully empowers your petitioner to make such disposition of the whole or any part of the property as she- may desire and think|proper to do [154]*154without accountability to said estate or any of the other persons or corporations in said will provided for.

I need not read any more of the petition, but will proceed directly to the main question involved in the case.

First, as to the question of the admissibility of certain evidence. It is the testimony of J. D. Cleveland, who testifies substantially, without repeating his testimony, that in July, 1883, J. F. Clark came to his office with a will which he had.sometime prior to that date executed; that by the provisions of the fourth item of that will he had bequeathed to his wife during her natural life $250,000; that James F. Clark then told him that he'desired to change that item so that his wife would have the $250,000 out and out, and that there were such alterations made in the will as appear now in the will in controversy; that he made such changes as were then requested by Mr. Clark, and when the new will was drawn it was read over by Mr. Clark who said it was right, and that he then executed it, and the old will and-memoranda, which he had with him, were then destroyed.

Now the question is whether or not this evidence is competent. It is insisted on behalf of the petitioner in this case that the evidence is competent; that the court is entitled to be placed in the same position as the testator was at the time of the execution of this will; that petitioner may not only offer in evidence or show by parol what the property of the testator consisted'of, its nature,.but in addition who were his family, the claims they might'have upon his bounty, and in fact all of that class of circumstances which tend to prove the condition of the testator; and that she may go further and show, for the purpose of placing the court in the position of the testator at the time of the execution of the will, the instructions which he gave to the draughtsman of the will, and the contents of any memoranda which were furnished by James F. Clark to Mr. Cleveland when he drew the will.

The object and purpose of this evidence is to enable the court to place a proper construction, not only upon item four of the will, but upon the first paragraph of item 33 of the will, and the last paragraph of that item, as well as a paragraph to [155]*155be found in the last item, to-wit, item 34, of this will. The lines to which I refer in item 33, are : “ I further devise and bequeath that portion of my estate, real and personal, of which the use and income is given to my wife, Eliza Ann Clark, and to my daughter, Marion C. Tyler.” And the item further reads: “And so much of any residue given to my wife for support and disposition, as shall not have been expended, and any remainder of my estate, not herein disposed of, to be distributed at the death of my wife as to the estate so devised for her life, and on the death of my daughter, as to the estate in which she has a life’s use.” The paragraph which I mention in the last part of item 34 reads: “ My executrix is authorized to make sales of any stock or other securities herein set apart for my wife’s income excepting government bonds, and to re-in vest the proceeds of the same as she may deem necessary to secure safety and productiveness of income.”

Now, the object of this evidence is to show that while, in fact, those two items to .which I have referred had perfect application in the old will to item four, by this alteration in the new will in controversy those two provisions can have no just application to item four as it now stands, because it is contrary to the intent of the testator, as thus explained. Well it would seem that if there ever was a case where this testimony should be held to be admissible, that this is a case of that character. It seems as though the application of any rule which would have the effect of excluding this testimony, and, perhaps, in fact, to defeat the real intent of the the testator, would work a great wrong and injustice, and that through the rules of evidence.

There is nothing better settled than that the intention of the testator is to be derived from the will itself. You cannot, by parol, add words to a will, nor can you by parol take from a will any of its provisions; but, as I have said, the intent of the testator is to be derived from the will itself and it cannot remain in parol. The will must speak for itself.

There are many cases which go to the extent of holding that a latent ambiguity may be explained by parol, and the ground or reason of this is that a latent ambiguity is one which arises [156]*156outside of the will. There is no ambiguity in the will itself when you come to read the will, but when you come to apply it to the objects mentioned or specified in the will, there may arise, and often does, an ambiguity.

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Cite This Page — Counsel Stack

Bluebook (online)
3 Ohio C.C. 152, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-trustees-of-hardwick-seminary-ohiocirct-1888.