Hollister v. Witherbee

24 Ohio Law. Abs. 312, 9 Ohio Op. 37, 1937 Ohio Misc. LEXIS 1025
CourtCourt of Common Pleas of Ohio, Hamilton County
DecidedJune 24, 1937
StatusPublished

This text of 24 Ohio Law. Abs. 312 (Hollister v. Witherbee) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Hamilton County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hollister v. Witherbee, 24 Ohio Law. Abs. 312, 9 Ohio Op. 37, 1937 Ohio Misc. LEXIS 1025 (Ohio Super. Ct. 1937).

Opinion

OPINION

By MACK, J.

Gardner Phipps a resident of Hamilton County died July 7, 1881, leaving a last will and testament dated February 7, 1880, duly admitted to probate by the Probate Court of Hamilton County, Ohio, on July 19, 1881.

Testator was survived by seven children, viz., Gardner E. Phipps, Alice L. Phipps (afterwards by marriage Alice L. Kortright), George Phipps, Ada Phipps, Sarah M. Phipps, Charles A. Phipps and Elizabeth C. Bradford.

[313]*313Said Gardner E. Phipps died intestate in 1890 without issue and his estate has been completely administered in the Probate Court of Hamilton County, Ohio.

Said Alice L. Kortright afterwards died, leaving a will probated in the state of New York in '1892, her estate having been completely administered. She had only one child who is now the defendant, Alice G. Witherbee.

George Phipps died January 4, 1919, and his last will and testament was probated in the Probate Court of Butler County, Ohio, January 20, 1919, and his estate has been completely administered. He never had any child or children.

Ada Phipps died May 13, 1922, a resident ■of New York and her last will and testament was probated in said state June 13, 1922, and her estate has been completely administered. She had no child or children but had adopted the defendant, Alice G. Witherbee, as her child in the state of New York, in the year 1898.

Sarah M. Phipps died July 27, 1925, a resident of New York, and her last will and testament was admitted to probate in said state on August 18, 1925, and her estate has been completely administered. She never had any child or children.

Charles A. Phipps died a resident of Massachusetts, June 30, 1935, at five o’clock A. M. and his last will and testament was admitted to probate in said state. Said estate is now in process of administration. He never had any child or children.

Elizabeth C. Bradford died a resident of New York, on June 30, 1935, at nine o’clock P. M. Her last will and testament -was admitted to probate in said state and her estate is now in process of administration. She had no child or children.

By the will of said Gardner Phipps his wife was given certain real estate for life and household furniture, horses, harness, carriage, etc. He bequeathed to his executors his stock in five companies, to hold the same during the life of his wife, and after payment of taxes, etc. and $12,000 to his wife, to distribute the residue of the income of said stocks “equally among my children, their heirs and assigns.”

All the rest and residue of his estate was bequeathed m trust for his seven children. named, “and their heirs.”

He empowered his trustees to lease or sell the whole or any part of his property, and provided "the proceeds of every such sale shall be distributed equally among my said children, their heirs and assigns, subject to the qualifications hereinafter made as to said Elizabeth C. Bradford, George Phipps and Charles A. Phipps, in Items 7 and 8 hereof.”

By Item 7 he provides that Elizabeth C. Bradford shall be charged with $10,000 advanced to her.

By Item 8 he provided that when distribution is made, the first $20,000 distributable to each of his sons George Phipps and Charles A. Phipps shall be paid to his son Gardner E. Phipps, in trust for said sons respectively, each receiving semi-annually the net income.

He also directed as follows in Item 8:

“Upon the death of each of my said sons, I direct said trustee to assign and deliver the property so held in trust for said son to the issue of said son, if any; and if he die leaving no issue him surviving, then his wife; and if he leave no wife, then to my other children, their heirs and assigns.”

By Item 9 he provided that on the death of the survivor of his executors the property held in trust under the provision as to the rest and residue of his estate, he does give, devise and bequeath “to my said children, and to their heirs and assigns forever, subject, however, as to said Elizabeth C. Bradford, George Phipps and Charles A. Phipps to the provisions of Items 7 and 8 hereof.”

Plaintiff herein is the trustee of the fund for Charles A. Phipps under Item 8 of the will of said Gardner Phipps. Said Charles A. Phipps having died on June 30, 1935, without issue and without surviving spouse, it has become the duty of plaintiff trustee to make distribution under said Item 8 of the will of Gardner Phipps to his “other children, their heirs and assigns.” Being in doubt as to the true construction of said language of Item 8, plaintiff prays the direction of the court as to the proper distribution of the funds remaining in the hands of plainiff trustee.

Concisely stated, the situation at the death of said Charles A. Phipps on June 30, 1935, was this: His sister Elizabeth C. Bradford survived him. There was then no surviving issue of the other brothers and sisters of said Charles A. Phipps, except that his sister Alice Kortright was survived by her daughter Alice G. Witherbee. His sister Ada Phipps had ■then surviving her her adopted daughter, Alice G. Witherbee. The estates of the following sisters and brothers of Charles A. Phipps had then been completely administered, viz,, Gardner E. Phipps, Alice L. [314]*314Kortright, George Phipps, Ada Phipps, Sarah M. Phipps.

Estates of said Charles A. Phipps and his sister Elizabeth C. Bradford are now in process of administration.

On behalf of the personal representatives of Elizabeth C. Bradford it was claimed that distribution should be made by plaintiff herein entirely to them, and on behalf of defendant Alice G. Witherbee it was claimed that distribution should be made in six portions, viz., one to her and one to the personal representatives of each of the deceased brother and sisters of Charles A. Phipps.

In support of such claim as to the distribution of said funds the arguments and briefs were based, with learning and ingenuity, upon the adjudications relating to the subjects of interests which are vested, and subject to be divested, on the one hand, and on the other hand, those relating to whether the expression “other children their heirs and assigns” are words of purchase or of limitation. In view, however, of the conclusion reached by the court, it is deemed unnecessary to consider such arguments.

Adjudications on the construction of wills occupy a very large part of the legal lore, and it has been wisely said that precedents guide only when the language of the will and all the facts and circumstances are' identical with those in the quoted adjudication. See Brasher v Marsh, 15 Oh St 103, at 109, per White, J. In this state there is a wealth of authority admonishing in what manner a court should approach the construction of a will.

Over one hundred years ago our Supreme Court, speaking through Judge Bur-net, in Executors Of Decker v Executors of Decker, 3 Ohio 157, at 169, said:

“The intention of the testator is the polar star by which we are to be guided.”

This has been repeated ever since in so many Ohio adjudications that it is scarcely necessary to do more than refer to one of the recent opinions of our Supreme Court, viz., Anderson v Gibson, 116 Oh St 684, in which this cardinal rule is again crystallized as one of the syllabi, and wherein Marshall, C. J., said at page 687:

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Cite This Page — Counsel Stack

Bluebook (online)
24 Ohio Law. Abs. 312, 9 Ohio Op. 37, 1937 Ohio Misc. LEXIS 1025, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hollister-v-witherbee-ohctcomplhamilt-1937.