First Citizens Trust Co. v. Harris

13 Ohio Law. Abs. 163, 1932 Ohio Misc. LEXIS 1281
CourtOhio Court of Appeals
DecidedMarch 1, 1932
DocketNo 2070
StatusPublished

This text of 13 Ohio Law. Abs. 163 (First Citizens Trust Co. v. Harris) 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
First Citizens Trust Co. v. Harris, 13 Ohio Law. Abs. 163, 1932 Ohio Misc. LEXIS 1281 (Ohio Ct. App. 1932).

Opinion

HORNBECK, J.

It is a cardinal rule of construction of wills that in determining the intent of the testator advantage shall be taken of anything which appears within the four corners thereof in the light of circumstances surrounding the testator at the time of the execution’ of his will. There are also certain principles which must be borne in mind. In Ohio, in case of doubt, the law favors the vesting of the largest possible estate at the earliest date possible under the will. Linton v Laycock, 33 Oh St, 128; Bolton v Bank, 5 Oh St, 293.

“A devise of lands should be construed to convey the entire estate of the testator in such lands in as far as he can lawfully dispose of the same, unless it clearly appears from the will that the testator meant to dispose of a smaller estate.”

Page on Wills, 654.

These general principles have been carried into specific statutory law in Ohio. §10580, GC:

“Every devise in a will of lands, tenements, or hereditaments, shall convey all the estate of the devisor therein, which he could lawfully devise unless it clearly ap[165]*165pears by the will that the devisor intended to convey a less estate.”

Thus, we begin the consideration of the meaning of Item VI of the will of William G. Deshler, charged with the obligation of granting to his children named in the Item the greatest possible estate and vesting at t he earliest possible moment consonant with reasonable interpretation of the language by him employed and the purpose to limit this quality of estate must appear by clear language. We find certain indicia, helpful in determining the meaning of the testator in the language employed in Item VI of his will independent of technical rules of construction.

Item VI was a residuary item, dealing as the item states with real, personal and mixed property. It included not only the leal estate under immediate consideration, but a substantial amount of personal property. The beneficiaries specifically named in the Item were all the children of testator, the natural objects of his bounty. There is nothing in the instrument, save and except it be found in a rule of construction, which breathed any purpose to limit or entail the estate granted to his children. The record discloses that Mr. Deshler had in his lifetime executed many trusts in which there appeared the avowed intent to restrict the benefits thereof to those of the Deshler line. It is obvious that he knew how to accomplish such a purpose. This is clearly disclosed in a part of the language in the Deshler Hotel trust.

“My intention is to set apart by this trust, the above named property so that it can not be aliened, taken away or subjected Lo any contingency, but shall remain for the sole use of the beneficiaries hereto, so long as the law will permit.”
“My reason for this disposition of this property, is that it is ancestral, and where I was born, and I desire to pass it down the family line in the manner hereinafter provided, so far as the law will allow,” etc.

When in his will he made no statement respecting a purpose to restrict any estate therein devised and bequeathed to those cf the Deshler line, if it has any meaning whatever, it tends to support the theory that he had no purpose to so restrict estates therein created. We find some significance in the use of the phrase in the last paragraph of Item VI: “Among all of my remaining children.” When the testator made his will, all of his children and all of the children named in Item VI were living. He knew that within reasonable probability he would die before the greater number of his children and if one child or even two children predeceased him there would still be at his death a number of remaining children. It was, therefore, natural for him to characterize those who might survive as “all of my remaining children.” If the will is construed as contended for by the Deshler heirs a contingency may have arisen where one child only would have been a survivor to take which fact must have been known to the testator and would have suggested the use of the words: “child or children” instead of “all my remaining children.” We appreciate that “children” may, as required by the context of the will or the circumstances, be construed to mean “child.” But accepting the language used by the testator, in its natural meaning, it seems probable that he would not have said “all of my remaining children” had he intended that it should apply in one contingency to one remaining child.

In Mr. Deshler’s will we have no preceding life estate to take effect before his children come into the estate which is created for them by Item VI. The only provision made for Mr. Deshler’s widow was the privilege of using their home for two years after his decease. The trust deeds offered in evidence were effective on and after the date of execution whereas the will speaks from the date of the death of the testator.

In our judgment, it likewise is significant as tending to support the conclusion that the testator did not desire to hold the avails of Item VI within the Deshler blood possibly to the last member thereof, that he made no provision whatever for placing the very considerable personal estate therein bequeathed in a trust.

Of course this was not required and without such provision the money would pass to the children without restriction but if he intended the real estate to be held in the Deshler line in one contingency until the death of the last surviving child it is probable that he would have made such specific provision for the personal estate.

The first clause of Item VI standing alone dearly passes to the children therein named an absolute fee simple title to the real estate included in the devise. The difficulty arises from the contingencies following this specific devise and bequest in the second and third clauses of the Item. Had the Item concluded with the first paragraph the statutory law of Ohio would have directed the course of descent by [166]*166§10581, GC, the effect of which would have been, if any of the devisees had died before the testator to have passed his share to his children, if any living; if no child living, (hen to the survivors. If the testator had chosen to employ the specific language of §10581 GC in Item VI, there could have been no doubt of its meaning. We see no reason whatever requiring a conclusion that because a testator has substantially accomplished, in the use of (he language, the purport and effect of a specific statute it should require construction that he did not mean that which the statute, itself, imports. In other words, there is no rule of construction against construing the second and third clauses of Item VI as written with a purpose to prevent lapse, if that was the intention of the testator. We are of opinion that such was the purpose of Mr. Deshler by the second and third clauses of Item VI. There are two reasons which may have actuated the testator in writing in the lapse proviso and in choosing the language used in the second and third paragraphs of the Item instead of relying upon §10581, GC. First, it prevented the issue of a child of testator or the survivors of the child taking under the statute and placed them in the relation of devisees under the will. This changed the obligation of one succeeding as issue of a child of testator to take subject to any indebtedness which may have been due from the parent to the testator. Baker et v Carpenter, 69 Oh St, 15.

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Cite This Page — Counsel Stack

Bluebook (online)
13 Ohio Law. Abs. 163, 1932 Ohio Misc. LEXIS 1281, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-citizens-trust-co-v-harris-ohioctapp-1932.