In Re Bowlus

416 P.2d 711, 197 Kan. 351
CourtSupreme Court of Kansas
DecidedJuly 14, 1966
Docket44,537
StatusPublished
Cited by7 cases

This text of 416 P.2d 711 (In Re Bowlus) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Bowlus, 416 P.2d 711, 197 Kan. 351 (kan 1966).

Opinion

197 Kan. 351 (1966)
416 P.2d 711

In re The Trusteeship of the Will of Thomas H. Bowlus, Deceased.
SCHOOL DISTRICT No. 10, ALLEN COUNTY, KANSAS, Appellant,
v.
ALLEN COUNTY STATE BANK, Trustee Under the Will of Thomas H. Bowlus, Deceased, Appellee.

No. 44,537

Supreme Court of Kansas.

Opinion filed July 14, 1966.

Stanley E. Toland, of Iola, argued the cause, and Frank W. Thompson, of Iola, was with him on the briefs for the appellant.

Howard M. Immel, of Iola, argued the cause and was on the brief for the appellee.

Clyde Hill, of Yates Center, was on the brief pro se, as amicus curiae.

Mitchell H. Bushey and J.D. Conderman, both of Iola, and Robert F. Stadler, of Humboldt, were on the brief for the intervenors, Charles H. Apt, et al.

The opinion of the court was delivered by

FONTRON, J.:

The appellant, School District No. 10, Allen County, Kansas, has appealed from three orders entered by the District Court of Allen County. The first order of which complaint is made directed the District School Board or Board of Education to report annually concerning its administration of property left in trust under the will of Thomas H. Bowlus; the second order contained various directives to the School Board, and the third retaxed specific costs to the School District. In this opinion, we will refer to School District *352 No. 10 as District, to the School Board or Board of Education as Board, and to the Allen County State Bank as Trustee or Bank.

Since the time this appeal was argued, a motion was filed to substitute Unified School District No. 257, Allen County, Kansas, in place of School District No. 10. The motion is resisted by the Bank and by the Allen County Community Junior College, which claims to be a successor in part to District 10. Because the motions raise questions which properly should be presented to the trial court in the first instance, we do not pass thereon but consider the appeal as presented to us.

Certain background material is essential to an understanding of the issues appearing in this case. Mr. Bowlus, a substantial and public-spirited resident of Iola, Kansas, who was possessed of an interest in things cultural, died on December 17, 1960, leaving a will in which he devised his residuary estate in trust to the Allen County State Bank. The will directed the Trustee to raze the testator's home as soon as the personal property therein was divided and thereupon the real estate should become the property of the District for a site on which to erect, from trust funds, a Fine Arts and Cultural Center (hereafter called the Center) "for the use and purposes and for the benefit of the children of the City of Iola, or as are enrolled in the Iola School System and the citizens of the area," provided the Board made known its acceptance of the benefits of the trust within six months from the date of Mr. Bowlus' death.

The will further provided that construction of the Center be commenced on the property within two (2) years from the testator's death; that when the Center was finished, a lot lying across the street be conveyed by the Trustee to the District for use by it in connection with the Center; and that upon completion of the Center, the Trustee should hold the residue of the trust property for a period of fifteen (15) years, expending from the revenue "such sums as in the opinion of the School Board, with the concurrence of the Trustee, are necessary for the maintenance, repair, remodeling, rebuilding, furnishing, equipping or enlarging of such building."

At the end of the fifteen (15) year period, the Trustee was directed to sell the assets then remaining in the estate and to deliver the entire cash balance in its hands to the Board of Education of School District No. 10, or such successor district as encompassed the major part of Iola, "to be expended as said Board may see fit, by official action, in the perpetuation of cultural education within *353 and of the school district." The will further provided that should the District fail to accept under the will, or in the event the premises were used for purposes other than a Fine Arts and Cultural Center, the trust as to said District should fail and the trust proceeds should then be used in part for a shelter house for the citizens of Iola and the balance paid over to the Kansas University Endowment Association to establish a Bowlus Scholarship Fund.

Other provisions of the Bowlus will, in our opinion, are not essential to the disposition which must be made of this appeal and will not be detailed at this time.

Within six months after Mr. Bowlus died, the Board notified the Trustee of its acceptance of the benefits under the trust, and on October 25, 1962, on the petition of the District, the trust estate was transferred to the District Court of Allen County, Kansas, under the provisions of K.S.A. 59-2402d.

The Fine Arts and Cultural Center was substantially completed and ready for use in the fall of 1964. We gather, from all accounts, that the structure was and continues to be a noble edifice, fit to grace and serve the finest of communities, and a facility to quicken the pulse of every true student and lover of the Arts. The Center was dedicated with appropriate ceremonies on September 27, 1964, and appears to have been in continuous use since that auspicious occasion.

On August 19, 1964, the District Court, for the benefit of the Trustee and the Board, construed that section of the Bowlus will which provided for the expenditure of such trust revenue as might be needed to maintain, equip, repair, remodel, furnish and enlarge the building. In its decision, the court pinpointed the items which came within those categories and designated the purposes for which trust funds could be used in maintaining the Center. The establishment of a revolving fund was also authorized by the court at this time.

No further judicial action appears of record until February 1, 1965, at which time the court, on its own initiative, entered a "Rule and Order for Future Hearings." This order provided that the Trustee file annual accounts commencing March 31, 1965, and that the Board make yearly reports beginning April 1, 1965, respecting the uses to which the Center was being devoted. Language employed by the court in this order provides the first indication, so far as we can ascertain from the record, that discord was developing over the Board's operation of the Center.

*354 In response to the court's order, the Board, on April 8, 1965, file a comprehensive report purporting to answer the specific inquiries posed by the court. On May 4, 1965, the Honorable Clyde Hill, of Yates Center, was appointed as amicus curiae to assist the court and a hearing on the Board's report was commenced on May 19. Both the court and the Board called witnesses, in whose examination amicus curiae participated.

When the hearing had been concluded, the trial court, on June 30, 1965, filed an order entitled "Findings and Directions" to which the District duly objected. We deem it unnecessary to summarize the several findings, observations and comments with which the court accompanied its order.

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416 P.2d 711, 197 Kan. 351, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bowlus-kan-1966.