In re Trust Under the Hartman Will

28 Ohio N.P. (n.s.) 76, 1930 Ohio Misc. LEXIS 1202
CourtOhio Probate Court of Franklin County
DecidedMay 20, 1930
StatusPublished

This text of 28 Ohio N.P. (n.s.) 76 (In re Trust Under the Hartman Will) is published on Counsel Stack Legal Research, covering Ohio Probate Court of Franklin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Trust Under the Hartman Will, 28 Ohio N.P. (n.s.) 76, 1930 Ohio Misc. LEXIS 1202 (Ohio Super. Ct. 1930).

Opinion

Bostwick, J.

Before entering upon a technical discussion of the authorities cited, it is thought proper to make a few general observations in connection with this case.

It is well to remember that we are dealing directly with a removal of a trustee and indirectly, in a measure, with the appointment of a successor trustee; that the law governing the removal and appointment of trustees differs materially from that which applies to executors, administrators and guardians. In each of such latter cases, the appointment is either governed by the will of the testator or is provided for by statute giving the next of kin or ward where of sufficient age, the right to the appointment [77]*77or right to choose the appointee. No such statutory authority obtains in the case of the appointment cf a substitute or successor trustee, where the will contains no designation, express or implied, of any one or more of the beneficiaries to choose such trustee.

While the law does not give those beneficially interested in the trust the right to select, or even the right of audience or conference in the matter, yet in this case the court was ready at all times to hear them, statements to the contrary notwithstanding, and even waited patiently for a period of over a week after the vacancy occurred, but no person beneficially interested in the trust appeared, until counsel finally came and made application for the appointment of a trustee satisfactory, as alleged, to a majority of the legatees interested.

Counsel for the applicants, in their supplemental brief, stated that the beneficiaries believed that they were unfairly treated.

The court recognizes the fact that disappointed litigants often attribute the cause of their disappointment to unfair treatment. We reflect, however, that during our thirteen years on the bench of this court, a period during which all counsel who appeared for these applicants many times have been engaged in cases pending before us, that never before, so far as we recall, has there been incorporated in a brief or pleading any statement or implication of unfairness on the part of this court. We do not claim to even approximate perfection nor seek immunity from criticism; but do assert that, judicially, our endeavors have always been exerted at least in the direction of fairness.

While considerable latitude was used in oral argument and some extraneous matters used in comment, and at times suggestions of thinly veiled threats appeared, the court has endeavored to avoid considering them or to be led into a discussion of that which cannot materially assist in the solution of these rather intricate problems.

The matter now before this court for decision arises on a certain written demand, filed by the beneficiaries of the [78]*78trust under the will of Dr. Samuel B. Hartman, deceased. Said application was filed on March 14, 1930, and is in the following language:

“Application of heirs for removal of Trustee.
“Now comes Sallie A. Hartman, Maribel Hartman Hughston, Maribel Hartman Finnell, Kathleen Hughston Cunningham and Virginia Hartman Hughston and represent to the court that they are substantially all and more than one-half in number and extent of interest of the heirs and next of kin of Samuel B. Hartman, deceased, and of the legatees named in his last will and testament, and that they are substantially all and more than one-half in number and interest of the persons having an interest in the trust established by the last will and testament of Samuel B. Hartman, deceased, now being administered in the Probate Court of Franklin county, Ohio, and of which estate the above court appointed the Ohio National Bank of Columbus as trustee to succeed Earl S. Davis, the trustee named in said will, who died on March 1, 1930, and the undersigned further represent that they are substantially all and more than one-half in number and interest of the persons having an interest in the aforesaid estate controlled by the Ohio National Bank, as such trustee.
“The undersigned, pursuant to the statute for such cases made and provided, hereby make this, their written application to the court, to remove the said the Ohio National Bank as such trustee, and the undersigned respectfully request and demand that it be removed forthwith.”

Dr. Hartman died January 30, 1918, leaving a last will and testament, which was duly probated in this court. Under said will a rather elaborate trust was established for the purpose of controlling certain real estate, chattels, stocks, securities and other property comprising the greater portion of the estate of the testator in the aggregate sum or value of many thousands of dollars and possibly running for as long as fifty years. The testator directly nominated Mr. Earl S. Davis, of Columbus, as his executor and trustee. Mr. Davis qualified as executor February 7, 1918. He qualified as trustee January 11, 1919. On March 1, 1919, the executorship was closed and Mr. Davis continued as trustee until the time of his death.

[79]*79Dr. Hartman, when he executed his will, looked forward to the time when Mr. Davis might die and when it would be necessary for a successor trustee to be appointed. In Item 1 of his will, the testator stated :

“I here appoint Earl S. Davis * * * my executor and trustee * * * to execute the trusts mentioned in and created by this will; and in case of his * * * death before the full execution of the trusts herein and hereby created, I hereby confer upon the person or persons who shall lawfully be appointed to act and shall duly qualify as my executor and trustee, all of the powers imposed upon said person or persons and all of the duties herein and hereby conferred and imposed upon said Earl S. Davis.”

Earl S. Davis died on March 1, 1930, and, of course, a successor trustee became a necessity.

Because of the peculiar nature of the trust and the rather definite language used by the testator, the court had concluded that the successor should be an individual who could give his whole time to the management of the trust. The court was much influenced in this direction by the language used by the testator in the first codicil, that “my said executor and trustee shall devote all his time to his duties as such executor and trustee.”

But the beneficiaries under this trust objected to the appointment of an individual as successor trustee, and insisted that a local bank or trust company would better protect the trust because of its freedom from death and also because of the fact that it would not be necessary to incur the expense of giving a bond. By two written instruments filed by their attorneys March 10, 1930, the beneficiaries requested the appointment of the City National Bank & Trust Company of Columbus as such trustee. Later the court was advised by the attorneys of the beneficiaries, that if the court desired, the City National Bank & Trust Company might be passed over and the appointment given to the Huntington National Bank, of this city.

Upon due consideration the court decided to appoint neither the City National Bank & Trust Company nor [80]*80the Huntington National Bank, and without any further direction or conference or approval by the beneficiaries, or their attorneys, appointed the Ohio National Bank of Columbus as such successor trustee. This bank had neither asked the appointment nor had it been recommended therefor.

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28 Ohio N.P. (n.s.) 76, 1930 Ohio Misc. LEXIS 1202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-trust-under-the-hartman-will-ohprobctfrankli-1930.