Hite, Exr. v. Hook

96 N.E.2d 23, 87 Ohio App. 493, 43 Ohio Op. 298, 1949 Ohio App. LEXIS 618
CourtOhio Court of Appeals
DecidedSeptember 12, 1949
Docket1989
StatusPublished
Cited by1 cases

This text of 96 N.E.2d 23 (Hite, Exr. v. Hook) 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
Hite, Exr. v. Hook, 96 N.E.2d 23, 87 Ohio App. 493, 43 Ohio Op. 298, 1949 Ohio App. LEXIS 618 (Ohio Ct. App. 1949).

Opinion

McClintock, J.

This action originally was filed in the Court of Common Pleas of Licking County, in which David L. Hite, as executor of the estate of C. B. Hook, requested the court to construe the provisions of the will of C. B. Hook, especially item 9 which reads as follows:

“Item 9: — All the rest and residue of my property, both real and personal, I give, devise and bequeath to Dwight M. Warner, in trust however for the following uses and purposes, to wit:

“My said trustee shall invest such proceeds and shall use the income therefrom and such of the principal as may be necessary to adequately provide for my wife, Hattie Hook, all the care that she may need during her lifetime and at her death to provide her with proper burial and monument. He shall use his own discretion as to the proper requirements of my said wife. At her death the balance of moneys and trust properties in his hands shall be turned over to my foster son, Henry Cullison, in absolute ownership.”

The matter was submitted to the court below on an agreed statement of facts, which is as follows:

“1. It is agreed facts that Hattie Hook, the wife of C. B. Hook, deceased, mentioned in item 9, of his will, predeceased the said C. B. Hook, testator, some three and one-half months.

“2. That the only question involved is the construction of item 9 of the said C. B. Hook’s will.

“3. That the legacy mentioned in item 9 consists of practically $13,000, in the nature of a note and mortgage.

“4. That said property is in the hands of David L. Hite, as executor of the estate of C. B. Hook, deceased.

*495 “5. It is a further agreed fact that George Hook is the sole surviving legal heir of C. B. Hook, deceased.

“6. It is further agreed that said will has been duly probated and that David L. Hite has been duly appointed and qualified as executor of said will.

“7. It is further agreed that Henry Cullison is the foster son of C. B. Hook, the testator.

“8. It is further agreed that C. B. Hook had not spoken to or associated with George Hook for many years prior to his death.”

After due consideration the court, in consideration of item 9 of the will, decreed :

“That the true intention of the testator expressed by C. B. Hook in his last will and testament, controls the construction of said item, and that it was his intention that any property remaining in the residue of his estate after the same was used for the benefit of his wife, Hattie Hook, during her lifetime should belong absolutely to Henry Cullison, foster son of the testator; that the termination of the preceding estate by the death of Hattie Hook did not cause the lapse of the entire interest set forth in item 9, but that the property referred to therein should be delivered absolutly to Henry Cullison. The court further finds that it would be a useless thing to transfer the assets to Dwight M. Warner, as trustee, as he would immediately have to transfer these assets over to Henry Cullison.”

A motion for new trial was overruled. Thereafter George Hook, one of the defendants in the court below, hereinafter called defendant, filed an appeal to this court on questions of law and fact. However, such defendant filed his assignments of error and bill of exceptions, and in fact considered the appeal as one on questions of law only, and this court will so consider it.

For his assignments of error defendant says:

*496 “1. That the judgment of the court is contrary to law.

‘ ‘ 2. That the court erred in finding that the termination of the preceding estate by the death of Hattie Hook, did not cause a lapse of the entire interest set forth in item 9 of C. B. Hook’s will.”

Hattie Hook, who by the will was given-a life estate, having died before the testator, C. B. Hook, it is the claim of defendant that this legacy, as set forth in item 9, lapsed and that the assets in the hands of the executor should pass as intestate property to George Hook, the brother of the testator, as his only heir at law.

It is the accepted rule in Ohio that in cases such as the instant one courts ascertain and enforce the intention of the testator, except where forbidden by positive rules of law. Such intention is to be ascertained from a consideration of the will as a whole and not from its fragments. Courts will attempt to find this intention by construing every part of the will with reference to every other part, so that, if possible, effect may be given to every provision.

What was the intention of the testator in this case, •as we consider item 9 of the will? It expressly provides for the use of the income and the principal by Hattie Hook, his wife, for all the care that she may need during her lifetime, and that at her death the balance of moneys and trust properties shall be turned over, to his foster son, Henry Cullison, “in absolute ownership.”

It is to be considered that the testator had recognized his brother, George • Hook, and directed that he be paid $1,000 which was left to the testator for life by nis father. If it was the intention of the testator that under any circumstances his brother, George Hook, was to receive any further legacy from his estate, he certainly would have said so in his will.

*497 Must this trust fail because the one who was given a life estate died before the testator? It is claimed by defendant that this legacy in item 9 lapsed, inasmuch as the stepson was not a relative of the testator as provided in Section 10504-73, General Code. This section has no application in this case, for the reason that a life estate and a remainder are set forth in the will, and for the further reason that under ordinary circumstances a man makes a will to dispose of his entire estate and, if his will is susceptible of two constructions by one of which the testator disposes of the whole of his estate and by the other he disposes of a part of his estate only and dies intestate as to the remainder, the courts will prefer the construction by which the whole of the testator’s estate is disposed of, as this construction is reasonable and consistent with the general scope and provisions of the will.

We find in 4 Page on Wills, 166, Section 1416, the following :

“If a life estate or some other particular estate is given to A with remainder to B and his heirs, the death of A before the death of the testator does not cause the remainder or other estate, dependent on the particular estate, to fail.

a # # #

“A gift to support A for life, and at his death to divide among designated beneficiaries, does not lapse because of A’s death before testator.”

In support of these propositions, as set forth in 4 Page on Wills, supra, we cite the following authorities:

Elliott v. Brintlinger, 376 Ill., 147, 33 N. E. (2d), 199, in which it is stated:

“2. Same general rule as to when remainder is accelerated.

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Bluebook (online)
96 N.E.2d 23, 87 Ohio App. 493, 43 Ohio Op. 298, 1949 Ohio App. LEXIS 618, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hite-exr-v-hook-ohioctapp-1949.