Cleveland Trust Co. v. Lowe

191 N.E.2d 196, 119 Ohio App. 303, 92 Ohio Law. Abs. 369, 27 Ohio Op. 2d 319, 1963 Ohio App. LEXIS 740
CourtOhio Court of Appeals
DecidedJune 6, 1963
Docket26343
StatusPublished
Cited by2 cases

This text of 191 N.E.2d 196 (Cleveland Trust Co. v. Lowe) 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
Cleveland Trust Co. v. Lowe, 191 N.E.2d 196, 119 Ohio App. 303, 92 Ohio Law. Abs. 369, 27 Ohio Op. 2d 319, 1963 Ohio App. LEXIS 740 (Ohio Ct. App. 1963).

Opinion

*370 Artl, J.

This is an appeal upon questions of law from a judgment of the Probate Court of Cuyahoga County, holding valid the exercise of a general testamentary power of appointment granted to Eva A. Lowe by the will of her deceased husband, Armstead M. Lowe, pursuant to which she appointed The Cleveland Society for the Blind, a charitable institution, as the beneficiary of the residue and remainder of the estate of said deceased husband, Armstead M. Lowe, held by The Cleveland Trust Company as Trustee, and the order of the court directing the Trustee to make distribution of said property to The Cleveland Society for the Blind.

The appellants, who are the surviving heirs at law and next of kin of Armstead M. Lowe, Deceased, are Kenneth M. Lowe, grandson, Allen W. Lowe, Jr., and Phyllis Ann Ruddy, great grandchildren, and also Earl V. Mizer, Trustee under the will of Allen W. Lowe, Deceased, under authority of the Probate Court of Cuyahoga County.

For the purpose of this opinion, the foregoing next of kin shall be designated as the appellants. The Society for the Blind shall be referred to as the “Society” and The Cleveland Trust Company as the “Trustee.”

The matter originated in the Probate Court of Cuyahoga County when on or about August 11, 1961, The Cleveland Trust Company as Trustee under the Will of Armstead M. Lowe, Deceased, filed in said court an Application for an Order of Distribution of the Trust and the termination thereof. The appellants were all notified as well as The Cleveland Society for the Blind. Each of the appellants filed separate answers in *371 said court, and thereafter answers were filed by The Cleveland Society for the Blind and the Attorney General of Ohio pursuant to Section 109.23, Revised Code.

The matter came on for trial on October 12, 1962, before a Referee of the Probate Court, upon stipulations of facts, briefs of the appellants, the Society, and the Trustee, and an answer brief by the appellants. There was no testimony offered by any party since all of the facts were stipulated, and the matter was submitted to the Referee upon the arguments of counsel, the briefs, and the stipulations filed.

Thereafter, the Referee rendered his written Report and Opinion to the court and on December 10, 1962, his finding, consistent with his report and opinion, was journalized by a journal entry signed by the Probate Judge of Cuyahoga County, Ohio.

The Journal Entry of the court provides:

“IT IS, THEREFORE, ORDERED, ADJUDGED AND DECREED THAT:
“1. ITEM V of Eva A. Lowe’s Will, in which, in the exercise of a general testamentary power of appointment granted to her by ITEM II of Armstead M. Lowe’s Will, she designated and appointed The Cleveland Society for the Blind ‘to take and hold the said residue and remainder of the estate of my said deceased husband,’ and directed ‘that the Trustee under his Will assign, transfer and convey all of such residue and remainder absolutely to the said The Cleveland Society for the Blind * * V is valid,
“2. The Cleveland Trust Company, Trustee under the will of Armstead M. Lowe is ordered and directed to carry out the aforesaid appointment by distributing to The Cleveland Society for the Blind the property remaining in the trust estate so created under the Will of Armstead M. Lowe, after making provision for the costs of administration, including trustee’s fees, court costs, and attorney fees.
“Exceptions are hereby allowed to Kenneth M. Lowe, Allen W. Lowe, Jr., Phyllis Ann Ruddy and Earl V. Mizer, trustee under the Will of Allen B. Lowe, Deceased.
FRANK J. MERRICK, PROBATE
JUDGE.”

*372 It is from this judgment and order that the appellants appealed to this court.

The assignments of error claimed by the appellants are as follows:

“1. The finding of the Referee as journalized by the Probate Judge is contrary to law;
“2. That such finding of the Referee is not sustained by the evidence;
“3. That such finding of the Referee is against the weight of the evidence;
“4. That the finding is contrary to and in violation of Section 2107.06, Revised Code, commonly known as the Mortmain Statute.”

Although the brief of the appellants sets forth that the finding of the Referee is not sustained by the evidence under Assignment of Error No. 2 and that such finding of the Referee is against the weight of the evidence under Assignment of Error No. 3, it should be noted that all of the evidence considered by the Referee was stipulated, and we observe that in the brief of the appellants we find no argument or contention that can properly be related to either of these assignments of error. We, therefore, approach the problem from the bases set forth under Assignments of Error Nos. 1 and 4, namely, that the Probate Court’s judgment is contrary to law and that the finding is contrary to and in violation of Section 2107.06, Revised Code, commonly known as the Mortmain Statute.

Armstead M. Lowe executed his Last Will and Testament on January 28, 1922, and died within one year, on December 22, 1922, a resident of Cuyahoga County, Ohio. He left surviving him his Widow, Eva A. Lowe, and his son, Charles F. Lowe, as his next of kin. Eva A. Lowe was the second wife of Armstead M. Lowe and was not the mother of Charles F. Lowe.

The Will of Armstead M. Lowe contains the following provisions :

“In case of my wife so surviving me and the said Janet Bremner continuing to remain with her performing services as above specified until the time of her death, the trustee shall from such time hold such trust fund for the use and benefit *373 of tbe said Janet Bremner during her life, paying her the net income thereof in like manner as above provided, and upon her death such trust fund shall pass to such person or persons as my wife may by last will, executed after my death, designate and appoint, or, in default of such appointment, then to such person or persons as the said Janet Bremner may by last will designate and appoint, and in case of neither of them making such appointment, the same shall be transferred to the benevolent institution known as the Altenheim, having its hospital situated on Detroit Avenue, in the City of Cleveland, Ohio, or the trustee of such institution, for its use in the maintenance of its said hospital.”

Thus, we see that the conveyance of testator’s property is to the Trustee, to be held and administered for the use and benefit of Janet Bremner during her life, “and upon her death the trust fund shall pass to such person or persons as my wife may by last will, executed after my death, designate or appoint, or in default of such appointment, then to such person or persons as the said Janet Bremner may by last will designate and appoint, and in case of neither of them making such appointment,” the same shall be transferred to another benevolent institution.

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Bluebook (online)
191 N.E.2d 196, 119 Ohio App. 303, 92 Ohio Law. Abs. 369, 27 Ohio Op. 2d 319, 1963 Ohio App. LEXIS 740, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cleveland-trust-co-v-lowe-ohioctapp-1963.