Fifth Third Union Trust Co. v. Athenaeum

169 N.E.2d 707, 84 Ohio Law. Abs. 208, 12 Ohio Op. 2d 188, 1959 Ohio Misc. LEXIS 264
CourtHamilton County Probate Court
DecidedMarch 25, 1959
DocketNo. 190323
StatusPublished
Cited by6 cases

This text of 169 N.E.2d 707 (Fifth Third Union Trust Co. v. Athenaeum) is published on Counsel Stack Legal Research, covering Hamilton County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fifth Third Union Trust Co. v. Athenaeum, 169 N.E.2d 707, 84 Ohio Law. Abs. 208, 12 Ohio Op. 2d 188, 1959 Ohio Misc. LEXIS 264 (Ohio Super. Ct. 1959).

Opinion

OPINION

By DAVIES, J.:

The Fifth Third Union Trust Company, as Trustee under Item IV of the Last Will and Testament of Richard K. LeBlond, deceased in a petition.for instructions, has asked for “judgment and direction of the Court as to which” of two defendants, The Athenaeum of Ohio, or the Institutum Divi Thomae, is entitled to an undivided one-fifth interest in the real estate referred to in said Item IV.

After making certain specific bequests, the testator, in Item IV of his will, gave the residue of his estate to the Fifth Third Union Trust, Company of Cincinnati, Ohio, with a direction that the trustee maintain such home or homes he might own at the time of his death and permit his wife, Loretto H. LeBlond, to occupy said home or homes, without charge, “so long as she shall live and desire to do so.”

The testator’s will also contains the following provisions:

“Upon the death of my wife,---or upon my death should I survive my wife, I direct the Trustee:

“(a) To convey my home, known as No. 3660 Vineyard Place, Cincinnati, Ohio, free of the Trust, to the Institutum Divi Thomae, the research department of The Athenaeum of Ohio, or its nominee, for its use, in fee simple and absolutely---,

[211]*211“I direct that my Executors or Trustee shall not sell or convey the real estate immediately hereinbefore described (the Vineyard Place property) without the consent of my wife---so long as she makes it her home. In the event that my said wife shall, during her lifetime, give written notice to the Trustees that she no longer desires to make said real estate her home, then the Trustees shall thereupon convey said real estate to the Institutum Divi Thomae, the Research Department of the Athenaeum of Ohio, or its nominee.”

Mr. LeBlond’s will was executed on January 6, 1948. He died on March 17, 1953. His wife, Loretto, died on January 3, 1958. In two codicils, executed on June 18, 1952, and on September 4, 1952, Mr. Le-Blond made changes in his original will, but they did not affect his real estate on Vineyard Place. In both codicils the testator ratified and confirmed his Last Will and Testament in all other respects.

The Athenaeum of Ohio is a corporation not for profit, organized under the laws of Ohio in the year 1928 for the purpose of controlling Catholic educational institutions within the Archdiocese of Cincinnati. Originally, the diocesan high schools, Our Lady of Cincinnati College, the Teachers College, St. Gregory Seminary, St. Mary’s Seminary, and later, as hereinafter set forth, the Institutum Divi Thomae, came under the control of the Athenaeum, which conferred degrees upon graduates of its member institutions.

The Institutum Divi Thomae came into existence on December 27, 1934, when, as a result of previous conversations between John T. McNicholas, Archbishop of Cincinnati, George Speri Sperti, who was a professor and director of the Basic Science Research Laboratory of the University of Cincinnati, and others, Archishop McNicholas, Dr. Sperti, Cletus A. Miller, Bertrand Bailey, Joseph H. Albers, and John C. Dempsey signed the following declaration:

“We the undersigned Archbishop of Cincinnati and President ex officio of the ‘Athaenum of Ohio’ hereby found the Institutum Divi Thomae and further declare said Institutum duly founded with all the rights and privileges belonging to such Institutions of higher learning.

“The purpose of aforesaid Institutum is to persue (sic) higher studies or graduate work under the inspiration of the Catholic Church and in conformity with the laws of the State of Ohio. Its special scope will be to study questions of Holy Scripture Theology, Philosophy, History and Law Etc. in so far as they are related to the Physical or Natural Sciences and to study ex professo Scientific questions of Higher Institutions of Learning or Graduate Schools.

“We hereby appoint the Reverend Cletus A. Miller Moderator of said Institutum and Dr. George Sperti and John C. Dempsey members of the Board of Regents of the ‘Institutum Divi Thomae.’

“In testimony whereof we have hereunto set our hand and placed our seal of the Archbishop of Cincinnati on the 27 day of December in the Year of Our Lord 1934.

“John T. McNicholas

Archbishop of Cincinnati

George Sperti

Cletus A. Miller

[212]*212Bertrand Bailey

Joseph H. Albers

John C. Dempsey.”

Dr. Sperti resigned his positions with the University, and, after further discussions and negotiations, John T. McNicholas, as Archbishop of Cincinnati, as President ex officio of The Athenaeum of Ohio, and as Trustee for St. Gregory Seminary, and George Speri Sperti, individually, on May 15, 1935, entered into a written contract which recited that The Athenaeum of Ohio was opening a new unit, to be known as the Institutum Divi Thomae, for theoretical and industrial research, in general science, with its location in St. Gregory Seminary for a period of six years. The agreement further provided that if it should be possible for the Archdiocese to erect a distinct building for theoretical and industrial research for the Institutum Divi Thomae it “shall be operated under the direction of and as an affiliate of the Athenaeum of Ohio” and that Dr. Sperti “shall be director of said Institutum Divi Thomae during his lifetime.”

The agreement provided that any patents and profits that might come from industrial research work, done at the Institutum, “shall belong absolutely, and unconditionally, to said George Speri Sperti, in his individual right.” At the end of each year, the Archbishop and Dr. Sperti agreed to determine what division of expenses would be made for theoretical research and for industrial research. The Archbishop undertook to seek donations for theoretical research and Dr. Sperti agreed to take care of the raising of funds for the expenses of industrial research. The Archdiocese advanced $135,000. for the operation of the theoretical and industrial research for the Institutum for a three year period.

Dr. Sperti agreed that he and the members of the staff of the Institutum would direct and supervise courses, and give lectures, on scientific subjects in Catholic colleges within the Archdiocese of Cincinnati and would help to train Priests, Brothers, Sisters, lay men and women, and thereby qualify them to take up scientific work in colleges and universities throughout the country, “and thus to help counteract the atheistic and anti-God movement that is spreading so rapidly among persons in the scientific world and the so-called intelligentsia.”

The agreement also provided that all equipment of the Institutum, both for theoretical and industrial research, should belong to Dr. Sperti, as his personal property, and that interested friends of the Institutum would seek donations to pay back the Archdiocese such sums of money as might be expended by it for the equipment of the Institutum.

On or about May 15, 1935, the Institutum, with Dr. Sperti as its director, began its operations in the basement of St. Gregory Seminary in Cincinnati. Its faculty and student body grew. Its program included the activities outlined in the aforementioned agreement. It outgrew its quarters.

Improved real estate was acquired at 1840 Madison Road, in Cincinati, and the Institutum was relocated at that address two years before Archbishop John T.

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Bluebook (online)
169 N.E.2d 707, 84 Ohio Law. Abs. 208, 12 Ohio Op. 2d 188, 1959 Ohio Misc. LEXIS 264, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fifth-third-union-trust-co-v-athenaeum-ohprobcthamilto-1959.