In re Estate of Jacoby

79 Ohio Law. Abs. 239
CourtButler County Probate Court
DecidedJuly 1, 1958
DocketNo. 29040
StatusPublished
Cited by2 cases

This text of 79 Ohio Law. Abs. 239 (In re Estate of Jacoby) is published on Counsel Stack Legal Research, covering Butler County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Jacoby, 79 Ohio Law. Abs. 239 (Ohio Super. Ct. 1958).

Opinion

OPINION

By WALSH, J.

Lillián Jacoby died testate on the 30th day of July, 1955. Her Last Will and Testament, executed on the 17th day. of December, 1954, was admitted to probate by this Court on the 17th day of August, 1955. [240]*240An action was thereafter filed in the Common Pleas Court of this County, contesting the validity of said Will, and a trial was had, resulting in a verdict of the jury and a judgment of the Court, sustaining the WU1.

Upon application of the Executor, this Court on February 19, 1957, fixed the amount and ordered a payment of fees to the attorneys employed by the Executor to defend the Will, allowing compensation to counsel for the Executor in the sum equal to six percent (6%) of the gross value of said estate, and to credit himself with such payment in his accounting herein.

This entry was endorsed as follows:

“Have seen F. P. N. B. Hamilton Community Home” and there were no other endorsements on said entry.

An application was filed on May 27, 1957, by the Community Home Association of Hamilton, Ohio, residuary legatee and Devisee named in the Will of Lillian Jacoby, deceased, alleging that the Court in exercising its discretion invested in the Court, should tax and charge the expense proportionately to and against the beneficiaries of said Last Will and of said Estate whose interests were protected and preserved thereby, in accordance with their respective proportionate interest in, and benefits derived from said estate.

To that application, a motion was filed August 2, 1957, by Richard A. Wilmer, one of the beneficiaries of the Last Will and Testament of Lillian Jacoby, deceased, and moved that the Court strike from the files, the application of the Community Home Association of Hamilton, Ohio.

In said motion, it is the contention of Richard A. Wilmer, that the order of the Court allowing compensation for Executor’s attorneys, is a final order and might have been appealable but is not otherwise reviewable by this Court.

The Court finds that it is necessary to first rule upon the motion before considering the application or the contention, or intentions that may have, or not have, been expressed in the Last Will and Testament of Lillian Jacoby.

The entry allowing compensation for Executor’s attorneys does not mention from what fund, or by whom, such fees should be paid. It merely states that the attorneys are entitled to the. compensation, and that the Executor is authorized to pay said sum to the attorneys, and to credit himself with such payment in his accounting herein. These monies then necessarily would be paid from the general funds of the estate. Inasmuch as exceptions could be taken to the Executor’s accounting any time up to and including the final account, this Court is of the opinion that the question raised by the applicant, the Hamilton Community Home of Hamilton, Ohio, was not determined in the entry allowing compensation for the Executor’s estate. ■

Therefore, it is the opinion of this Court that the applicant had a legal right to file its application asking for a determination as to whether such expenses should be apportioned or non-apportioned among the beneficiaries. The motion not being well taken is overruled.

[241]*241The Court understands the law to be, that if said expenses are non-apportioned then the burden of paying these expenses will fall upon the residuary Legatee and Devisee, the Hamilton Community Home, Hamilton, Ohio.

The Last Will and Testament is as follows:

“I, Lillian Jacoby residing at 1015 South Main Street in the City of Middletown, Butler County, Ohio, being of full age and of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all • Wills and codicils heretofore made by me.
“ITEM I: I direct that all of my just debts, funeral and testamentary expenses be paid out of my estate as soon after my decease as may be found practicable.
“ITEM II: I give and devise my farm of 246 acres on the West Elkton Road in Wayne Township, Butler County, Ohio, to my good friend and former neighbor whom I have known since early childhood, Richard A. Wilmer of Middletown, Ohio.
“ITEM III: I give and devise my home, 1015 South Main Street, Middletown, Ohio, together with all furniture and effects therein except my jewelry and rings hereinafter mentioned to my good friend Mrs. Jack Wilson now residing at 14th and Main Streets in the City of Middletown.
“ITEM IV: I give and bequeath to the said Richard A. Wilmer all of my shares of capital stock in the Inside Realty Company, a corporation of Hamilton, Ohio.
“ITEM V: I give and bequeath all of my rings and jewelry to Mary Wilmer the wife of Richard A. Wilmer, to be held by her for her daughter, Mars» Allyson, until said daughter becomes old enough to take care of them.
“ITEM VI: I give and bequeath to Lallie Shearer whom I haVe known for many years and who is now living with me at my home in Middle-town the sum of $5,000.00.
“ITEM VII: I give and bequeath to the twin boys of Elvin Wagner of Middletown the sum of $2,000.00 each which I hope will aid in their education.
“ITEM VIII: I give and bequeath the sum of $2,000.00 each to Becky and Vicki Perkins, the daughters of Emma Perkins of Middle-town, Ohio.
“ITEM IX: I give and’bequeath to my cousin, Henry Kenworthy of Preble County, the sum of $5,000.00.
“ITEM X: All the rest and residue of my estate I give, devise and bequeath to the Hamilton Community Home of Hamilton, Ohio. Subject to the payment of taxes provided by Item XI of this Will.
“ITEM XI: All taxes due and payable to the State of Ohio or the tfnited States Government on the administration of my estate I direct to be paid out of the body of my estate and not charged against the individual devisees or legatees herein named.
“ITEM XII: Should any of the legatees or devisees herein, named [242]*242file action to contest this Will or file any claim for services against my estate, I direct that any devise or legacy herein provided for them shall lapse and be of no effect.
“ITEM XIII: I hereby nominate and request the Probate Court to appoint my good friend, John D. Andrews, whom I have known for many years as Executor of this my Last Will and Testament. If for any reason said John D. Andrews is unable or unwilling to serve in such capacity, I nominate and request the Probate Court to appoint his partner and associate, Richard W. Berridge, as executor of this Will.
“I hereby authorize my said Executor to compound, compromise, and otherwise settle and adjust any and all claims, debts and demands against or in favor of my estate, and 1 further authorize my said Executor to execute and deliver all instruments in writing necessary or incidental to the proper fulfillment of the foregoing powers.
“IN WITNESS WHEREOF, I have hereunto subscribed my name to this my Last Will and Testament this 17th day of December, 1954.”
Lillian Jacoby (signed)

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Cite This Page — Counsel Stack

Bluebook (online)
79 Ohio Law. Abs. 239, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jacoby-ohprobctbutler-1958.