Horton v. Board of Education of Methodist Protestant Church

201 P.2d 163, 32 Wash. 2d 99, 1948 Wash. LEXIS 342
CourtWashington Supreme Court
DecidedDecember 16, 1948
DocketNo. 30501.
StatusPublished
Cited by14 cases

This text of 201 P.2d 163 (Horton v. Board of Education of Methodist Protestant Church) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Horton v. Board of Education of Methodist Protestant Church, 201 P.2d 163, 32 Wash. 2d 99, 1948 Wash. LEXIS 342 (Wash. 1948).

Opinion

Jeffers, J.

This action was instituted in the superior court for King county by Caroline E. Horton, as sole surviving trustee under the last will and testament of Dexter Horton, deceased, against the Board of Education of the Methodist Protestant Church, a corporation, Lauren Trethe-wey, Hazel Trethewey Rohne, and Myrtle Jones, for the purpose of obtaining a decree terminating, disposing of, and closing a certain trust; for designation as to whom the money remaining in the trust fund provided for under the will should be paid; for an allowance to herself as trustee in closing the estate; and for an allowance by way of attorney’s fees for counsel who have represented her in the matter.

While some testimony was introduced at the trial, we are of the opinion such testimony did not tend to show any fact or facts in addition to the stipulated facts material to a decision of the questions raised herein. We are, therefore, of the opinion that the questions raised are pure questions of law and involve the construction of the will of Dexter Horton, particularly that clause in the will creating the trust fund here involved.

*101 Dexter Horton had three daughters, Caroline E. Horton (plaintiff herein), Nettie Horton Jones, deceased, and Rebecca Horton Briggs, deceased. Defendant Myrtle Jones is the daughter of Nettie Horton Jones. Defendant Hazel Trethewey Rohne is the great-granddaughter of Dexter Horton, and defendant Lauren Trethewey is the great-grandson of Dexter Horton, these defendants being the children of Laura Briggs Trethewey, who was the daughter of Rebecca Horton Briggs.

While Lauren Trethewey, Házel Trethewey Rohne, and Myrtle Jones were made defendants, their contentions in this action are the same as those of plaintiff, Caroline E. Horton.

Defendant Board of Education of the Methodist Protestant Church claims to be the assignee of all the right, title, and interest in and to the trust fund herein involved, by virtue of assignments and conveyances" from the Methodist Protestant University of Kansas City, Kansas, referred to in subd. 4A of the third section of the will of Dexter Horton.

It was stipulated that the correct name of the university mentioned and intended herein was “The Kansas City University,” a corporation organized under the laws of the state of Kansas.

Dexter Horton died on or about July 28, 1904, being then a resident of the city of Seattle, King county, Washington, leaving his last will and testament bearing date November 11, 1903. Thereafter, the will was duly admitted to probate and administered in accordance with the provisions therein contained. While several provisions of the will will be referred to and set out in this opinion, the main question here presented involves the construction to be given to the following provisions appearing in subd. 4A of the third section of the will:

“4. My said executors and trustees shall set apart the sum of one hundred thousand dollars, and divide the same into three equal parts, to be known and designated ‘A’, ‘B’ and ‘C’ and safely invest the same in safe and sound interest bearing securities and use and apply the principal and interest to accrue thereon to the following uses and purposes, that is to say:
*102 “ ‘A’ The interest to accrue on part ‘A’ or so much thereof as shall be necessary and expedient for the maintenance, support and education of my dear granddaughter, Ida E. Briggs, of Seattle, the daughter of my deceased daughter Rebecca Horton Briggs, and her husband Benjamin F. Briggs, deceased. If said interest shall be insufficient for the purposes, then in that event my said executors or trustees, in their discretion are authorized and empowered to use so much of the principal for such purposes as they shall deem necessary and expedient. And after her death and the payment of her funeral and other expenses, I order and direct my said executors and trustees to pay unto the Methodist Protestant University of Kansas City, Kansas, all of the unexpended principal and interest thereof, if any, to have and to hold the same forever.”

The first section of the will provides:

“First: I give, devise and bequeath unto my executors hereinafter named and unto'the survivor or survivors of them, as trustees, all of my money, property and estate of what name or nature soever and wheresoever situate, with full and ample power, authority and discretion as I would have if living, to hold, control and manage, to bargain, sell, convey, mortgage, lease or otherwise to manage, control, dispose of, settle and distribute, the same or any part thereof or interest therein, with or without notice, in one or more parcels, at such times and for such prices as in their best judgment shall be deemed for the best interest of my estate, beneficiaries and legatees; and in aid of and to limit and control such power, I order and direct my Executors and Trustees to hold the New York Building and the Seattle Building and the Lands under and appurtenant thereto as one parcel and to sell or distribute the same together as one parcel at such time as in their best judgment they can do so without sacrificing my estate and the interests of my beneficiaries, and I expressly relieve any and all purchasers of any duty or liability as to the proper application of the proceeds or moneys paid to my executors and trustees, all in Trust however to and for the following uses and purposes, that is to say: ...”

Subdivision 4 of the sixth section of the will provides:

“Upon the decease of my said wife, and after the payment in full of each and every of the bequests and legacies in this will stated, if there shall remain any part of my estate, I give, devise and bequeath all the rest, residue and remainder thereof unto my children Nettie Horton Jones and *103 Caroline Horton, share and share alike; provided however, if at the time of such final distribution of such residue, there shall be then living a great grandchild or grandchildren, the descendants of my deceased daughter, Rebecca, as specified in the fourth subdivision of the third clause of this will,- then said residue shall be divided and distributed to my said daughters, so that each shall receive one third thereof and the said grandchild or grandchildren the remaining third thereof.”

It is admitted that Lauren Trethewey and Hazel Trethe-wey Rohne are the only living great-grandchildren of Rebecca Horton Briggs.

The seventh section provides:

“Seventh: I hereby nominate and appoint my daughter Caroline E. Horton of Seattle, my daughter Nettie Horton Jones and her husband W. G. Jones of Everett, and my grandnephew Charles E. Horton, and the survivor or survivors of them, without bonds, without and waiving letters, to be the executors and trustees of this my last will and testament, and after probate of this will, I order and direct that my estate shall be managed and settled without intervention, supervision, direction or control of the probate court or other court. I authorize my executors to compromise, compound and settle any claims and demands due me or to my estate, in such cases and upon such terms as they shall deem expedient; and I revoke all former wills by me made.”

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Bluebook (online)
201 P.2d 163, 32 Wash. 2d 99, 1948 Wash. LEXIS 342, Counsel Stack Legal Research, https://law.counselstack.com/opinion/horton-v-board-of-education-of-methodist-protestant-church-wash-1948.