Graham v. Bergin

18 Ohio App. 35, 1 Ohio Law. Abs. 471, 1923 Ohio App. LEXIS 233
CourtOhio Court of Appeals
DecidedMay 5, 1923
StatusPublished
Cited by7 cases

This text of 18 Ohio App. 35 (Graham v. Bergin) 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
Graham v. Bergin, 18 Ohio App. 35, 1 Ohio Law. Abs. 471, 1923 Ohio App. LEXIS 233 (Ohio Ct. App. 1923).

Opinion

Allread, J.

This action was brought to iuvali[36]*36date certain trusts set forth in Item 6 of the will of Virginia W. Gay, and to establish a resulting trust in favor of the heirs. For these purposes, the petition, in our judgment, states a cause of aotion.

The testatrix was a widow of advanced age, and childless. Her estate amounted, at her death, to about $525,000. By the fourth item of the will she provided $50,000 as a hospital fund to be administered in her home town of Vinton, Iowa. By the fifth item she made certain specific bequests, comparatively small, to relatives and friends. The remainder of her estate was disposed of by the sixth item, which item purports to create a foundation for the construction and maintenance of a “Home for Aged Women.” There were certain annuities to the sister, and other relatives, for life, charged against the income of the trust fund, and a provision was made for the accumulation of the fund. The paramount purpose of the sixth item was the trust for the establishment and maintenance of a home for aged women. The institution was to be called the “Virginia Gay Home for Aged Women.” It was to be located in, or conveniently near to, Columbus, Ohio. The character of the building and the general management of the trust were provided for in detail. The will evidently was written by a non-lawyer, probably by the testatrix.

The beneficiaries were thus described:

“There are women of reasonable culture and refinement, some of much culture and, refinement, who are so unfortunate as to be homeless and without ability to secure one or its comforts and enjoyments. Among these will be found some, it [37]*37may be many, of those who have spent the prime of life teaching in our common schools. It is for such as these that reside in the State of Ohio that I desire to establish and endow a suitable ‘home’ one that shall be for them a home in the truest and best sense of the word. Of such women only those who have attained at least the age of fifty-five years and for any good reason is unable to support herself, or readily charge others with her support, shall lie admitted to this ‘Home.’ ”

■Preference is thus given to school teachers. Provision is also made for the admission of suitable women for pay, in case the Home is not filled by the regular beneficiaries. Following the general description of beneficiaries the will provides:

“Either of my two nieces Virginia or Anne P. Graham, shall be admitted to the home on her application and continue resident therein during her pleasure, except for reasons commanding the assent of every trustee. I have two friends, Mary P. Edgerton, of Waterloo, Iowa, and Frances. V. Washington, of Washington, District of Columbia . — and many worthy near kinswomen. Should any of these friends or near kinswomen be so unfortunate as to be left without adequate means of support or ability to supply such means and there is no one who is legally bound and able to furnish such support and can be readily made to perform such duty then such one shall be admitted to said home without regard to age.”

The testatrix also prescribed that if either of these nieces entered the Home she was to observe conditions and report the same to the trustees.

By one of the codicils Mrs. Helen Watson and Mrs. Johanna Tiner were added, and placed upon [38]*38an equality with Mary P. Edgerton and Prances P. Washington.

The validity of the charitable trust is challenged:

(1) Because private and non-charitable trusts are mixed therewith.

(2) Because of the provision for accumulation of the fund.

The question whether the charitable trust is vitiated by the inclusion in Item 6 of so-called private trusts has been argued pro and con. The respective counsel, with characteristic industry, learning and ability, have cited and reviewed almost a wilderness of oases from the common law, and from the federal and state courts, dealing with the mixing and fusion of charitable trusts with those of a private and personal nature. In the Court of Common Pleas the case was referred to Hon. George B. Okey, as Special Master Commissioner, who upheld the charitable trust. Upon exceptions, the Court of Common Pleas, Hon. Edgar B. Kinkead, presiding, held the charitable trust invalid because of the fusion therewith of private bequests and private trusts.

It would be a needless task to undertake to review or reconcile the general drift of the cited cases. There is perhaps no branch of the law of wills upon which there is a wider diversity of opinion in the cases than that involving the validity of charitable trusts. Before considering cases from the common law, and from other states, we deem it important to ascertain the vision which our own courts employ in the consideration of charitable trusts. In England the common law favored the heir and preferred that the estate should flow in the channels of inheritance. Charitable trusts were [39]*39therefore strictly construed, and many were defeated for slight or technical reasons. This was changed by the statute of 43d Elizabeth. While the statute of 43d Elizabeth was never in force in Ohio, yet the courts of this state from the beginning adopted the spirit of that statute in upholding and sustaining charitable trusts.

Judge Ranney, in the case of Urmey’s Exrs. v. Wooden, 1 Ohio St., 160, held to the rule of favorable construction in accordance with the spirit of the Elizabethan statute. It is significant to note that Judge Ranney states in the opinion that the statute of Elizabeth had been construed “with almost extravagant liberality. ’ ’ The opinion of Judge Ranney has been approved in all the Ohio cases, including the recent case of Palmer v. Oiler, Exrx., 102 Ohio St., 271. In the latter case, Chief Justice Marshall, referring to the statute of 43d Elizabeth, says that under that statute “the utmost liberality was exercised in the establishment and in the administration of charitable trusts.” So that the Ohio cases clearly uphold the rule of liberal construction in favor of charitable trusts.

Following the case of Palmer v. Oiler, and evidently considered with it, was the so-called Sturges Will case, reported as Dirlam, Exr., v. Morrow, 102 Ohio St., 279. In the.Sturges case the majority of the Supreme Court did not undertake to question the rule of liberal construction, but declared that the Sturges will was void for uncertainty. We have a right to infer that the Sturges will was beyond salvation even by the rule of liberal construction.

The rule of liberal construction having been clearly and definitely established in this state we [40]*40can eliminate cases from other states of a technical nature, or those which follow the common law prior to the statute of Elizabeth.

The doctrine that charitable and non-charitable trusts should not be .fused comes from the common law. The reasons, were founded, in part at least, upon the statutes of mortmain and those against perpetuities. Charitable trusts naturally run in perpetuity, and are available to an indefinite class falling within the description of the charity.

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Cite This Page — Counsel Stack

Bluebook (online)
18 Ohio App. 35, 1 Ohio Law. Abs. 471, 1923 Ohio App. LEXIS 233, Counsel Stack Legal Research, https://law.counselstack.com/opinion/graham-v-bergin-ohioctapp-1923.