Emrick v. Trustees of Gratis Township

25 Ohio Law. Abs. 217, 9 Ohio Op. 468, 1937 Ohio Misc. LEXIS 952
CourtMontgomery County Probate Court
DecidedOctober 18, 1937
StatusPublished

This text of 25 Ohio Law. Abs. 217 (Emrick v. Trustees of Gratis Township) is published on Counsel Stack Legal Research, covering Montgomery County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Emrick v. Trustees of Gratis Township, 25 Ohio Law. Abs. 217, 9 Ohio Op. 468, 1937 Ohio Misc. LEXIS 952 (Ohio Super. Ct. 1937).

Opinion

OPINION

By WISEMAN, J.

This matter comes on to b.e heard on the petition of Charles A. Emrick, executor of the estate of William K. Fouts, deceased, praying the construction of the will and codicil in certain particulars. The decedent, William K. Fouts, executed his will on August 17, 1929 and a codicil to said will on February 23, 1932. The said testator died July 30, 1935 and on September 23, 1935 said last will and testament and codicil were probated in the Probate Court of Montgomery County, Ohio.

In Item Two of said will, the testator left One Thousand Dollars to the trustees of Gratis Township, Preble County, Ohio, “to be held by said trustees as a perpetual fund ilie income of which to be used for the perpetual care of my cemetery lot in Fairview Cemetery, located at Gratis, Preble County, Ohio;” and “such part of said income from said principal fund as shall not be required to keep up my cemetery lot may be used by said trustees for the benefit of said Fairview Cemetery as they may see fit.” Item Three of said will was revoked by the provisions in the codicil in which he left the residue of his property, real, personal and mixed to the trustees of German Township, Montgomery County, Ohio, which fund is -to be known as the William K. Pouts Memorial Fund, “the increased income off of said fund to be applied and pay for necessities of the poor and needy children of said German Township, Montgomery. County, Ohio, annually.”

The principal issue before the court is to determine whether or not these two bequests, being in the nature of charitable trusts, are valid.

It is contended that these bequests are invalid as being in violation of the provisions of §10512-8, GC, which is the statute against perpetuities. It is further contended that the' provisions of the will and codicil respecting the manner in which the income from the fund shall be used by the trustees of Gratis Township and the trustees of German Township, respectively, aro so indefinite and vague in their true intent and purpose and for that reason should be found by the court to be void.

In the examination of the law respecting the validity of charitable trusts, it is found that a distinction is made between charitable trusts of a public nature and those which may be considered to be of a private character.

By the great weight of authority, the law favors the validity oá gifts for public charitable purposes and the? courts have been rather liberal in construing wills wherein charitable trusts are created. This is so even though in some respects the trust created is in the nature of a perpetuity.

The trusts created by the testator, in his [218]*218will and codicil are in the nature of public charitable bequests. Such trusts have been upheld by the courts of this stale.

As early as 1839 the Supreme Court of Ohio, in the case of Trustees, McIntire Poor School v Zanesville Canal & Manufacturing Co., 9 Oh St 203, in which the testator left property to the Zanesville Canal & Manufacturing Company for the education of poor children of Zanesville, held that the purpose and intent of the testator was sufficiently definite and that the trust was not invalid for the reason that the particular persons to be benefited were not named, and that discretion would necessarily be exercised by the trustees, and whether the person to be benefited was in being or not, and whether the bequest could be carried into exact execution or not, nevertheless the court would sustain the legacy.

In 1851 the will of John Mclntire again came before the Supreme Court of Ohio for construction, relative to the question as to who were the proper objects of his bounty, since the city of Zanesville had in the meantime grown and embraced territory which was not part of the city of Zanesville at the time the will was probated. The Supreme Court held that:

“It is also considered as a settled rule,' that such a gift to a charitable use ,’s to receive a more liberal construction.”

The court held that sufficient discretion could be exercised by the trustees in selecting the objects of the testator’s bounty by granting aid to poor children in the city of Zanesville as it may be found whenever the grateful duty was to be performed.

In the case of Urmey’s Executor v Wooden et, 1 Oh St 161, the syllabus reads as follows:

“A residuary clause in a will in these words:
“The remainder of my estate I do hereby give and devise to the poor and needy, fatherless, etc., of two townships named, “o such poor as are not able to support themselves, to be divided as my executors may deem proper without any partiality,’ is valid and effectual for the purposes therein expressed.
“The courts of chancery in this state, upon general principles independently of the statute of charitable uses, 43 Elizabeth, have jurisdiction to enforce such trusts.”

In the Urmey case, the heirs made a contention similar to that which is made in the case at bar, that the bequest was uncertain and indefinite as to the objects of the bequest and therefore void. The court on page 164 say:

“Although the jurisdiction of courts of chancery over charitable bequests of this character has been the subject of much controversy, it seems to have been always agreed, from an early period in the Roman law to the present time, that such gifts are to receive a most liberal construction.”

The court on page 164 in commenting on the application of the Statute of Charitable Uses, 43 Elizabeth, stated that the principles of that statute have been incorporated into American jurisprudence and cited the case of Whitman v Lex. 17 Serg. & Rawle, page 88, wherein a bequest of a sum of money was made to two churches to lay out the interest annually in bread for the poor of the congregation, the Supreme Court of Ohio uses this language:

“This bequest was sustained by Chief Justice Gibson in a very masteriy opinion covering the whole ground. He arrived at the conclusion that it was immaterial whether the persons to take were in esso or not, or whether the church was then a corporation or not, or how uncertain the objects might be, provided there was a discretionary power vested anywhere over ihe application of the testator’s bounty to the objects intended — that if the intention sufficiently appeared in the bequest, it would be held valid.”

The court then cites with approval the case of Inglis v The Sailors’ Suug Harbor, 3 Pet. 99, in which a bequest to the chancellor of New York, and others, in trust to erect an asylum for the purpose of supporting aged, decrepid, and worn out sailors, was sustained. It cites also with approval the John Mclntire will case, decided by the Supreme Court which has heretofore been mentioned. On page 165 in commenting on the contention that the provision ivas invalid and indefinite the court say:

“In this case, the property is by the will expressly vested in the executors, and they are made trustees to apply the fund from time to time to relieve the necessities of the poor and needy in the townships [219]*219named. The trustees exist to take and hold the property and they are charged to seek out and apply it to the objects of the testator’s bounty. These objects are as clearly pointed out as the nature of the case will admit, and as little as possible left to the discretion of his trustees.”

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Related

Wagner v. Schrembs
184 N.E. 292 (Ohio Court of Appeals, 1932)
Post v. Rohrbach
32 N.E. 687 (Illinois Supreme Court, 1892)
Howe v. Hodge
38 N.E. 1083 (Illinois Supreme Court, 1894)

Cite This Page — Counsel Stack

Bluebook (online)
25 Ohio Law. Abs. 217, 9 Ohio Op. 468, 1937 Ohio Misc. LEXIS 952, Counsel Stack Legal Research, https://law.counselstack.com/opinion/emrick-v-trustees-of-gratis-township-ohprobctmontgom-1937.