Kirkbride v. Hickok

98 N.E.2d 815, 155 Ohio St. 293, 155 Ohio St. (N.S.) 293, 44 Ohio Op. 297, 1951 Ohio LEXIS 568
Ohio Supreme Court·Decided April 25, 1951·No. 32256·Published·Cited by 17 cases

Opinion

Stewart, J.

The question of law presented to us is a narrow one. It is whether Section 10504-5, General Code, renders a bequest to charities, made in a will executed within one year before the death of the maker, void or merely voidable at the instance of the next of kin named therein, and whether the acceptance of *299 the benefits, as provided in a will, by the next of kin of the testator constitutes a waiver of their rights under Section 10504-5 and confirms the bequests to the charities.

Section 10504-5 provides:

“If a testator dies leaving issue of his body, or an adopted child, living, or the lineal descendents of either, and the will of such testator gives, devises or bequeaths the estate of such testator, or any part thereof, to a benevolent, religious, educational or charitable purpose, or to this state or to any other state or country, or to a county, city, village or other corporation, or association in this or any other state or country, or to a person in trust for such purposes, or municipalities, corporations or associations, whether such trust appears on the face of the instrument making such gift, devise or bequest or not; such will as to such gift, devise or bequest, shall be invalid unless it was executed according to law, at least one year prior to the death of the testator.”

■ The language of this section is clear and unambiguous. Where a testator dies leaving issue of his body, or an adopted child, and his will contains devises or bequests to charitable institutions, such devises or bequests are invalid unless the will was executed at least one year prior to the death of the testator.

In the present case the testator died within a year after executing his will, and under the provisions of the statute the bequests he made to the charities are invalid. This statute has been construed by this court in the following cases:

Patton v. Patton, 39 Ohio St., 590; Board of Trustees of Ohio State University v. Folsom, 56 Ohio St., 701, 47 N. E., 581; Davis v. Davis, Exr., 62 Ohio St., 411, 57 N. E., 317; Theobold v. Fugman, 64 Ohio St., 473, 60 N. E., 606; Thomas v. Trustees of Ohio State University, 70 Ohio St., 92, 70 N. E., 896; and Barrett, *300 Admr., v. Delmore, 143 Ohio St., 203, 54 N. E. (2d), 789, 153 A. L. R., 192.

In none of those cases has the statute been treated otherwise than as a limitation on the power of a testator to make charitable bequests, where the testator dies within a year after making his will, and ail hold that property so devised or bequeathed does not under such circumstances pass to charitable institutions.

The charities contend, however, that, even conceding-the gifts to them are invalid because of Section 10504-5, the children of the testator have waived the application of the provisions of the section by reason of having elected to take the income provided for them for the period of 20 years and by their express election in their answers to take under the will.

It is the contention of the charities that application the provisions of Section 10504-5 may be waived' and they rely upon the opinion of this court in the case-of Thomas v. Trustees of Ohio State University, supra.

The Thomas and Folsom cases were concerned with the will of Henry F. Page which contained a devise to-the Ohio State University and provided that if such devise should fail or be held void for any cause, it should then go to the children of two of testator’s deceased brothers.

In a codicil he fully empowered his daughter to-ratify, and confirm his bequest to the university, and if she exercised this power the devise over to the children of his-deceased brothers “is revoked.”

Page died within a year from the making of the will, so that the devise to the university became invalid by virtue of Section 5915, Revised Statutes (Section 10504-5, General Code).

The daughter exercised the power given her by the will by executing and delivering a deed for the property to the university.

The Page will was construed by this court in the *301 Folsom, case which held that the children of testator’s brothers could take nothing under the will as the action which would defeat their remainder had taken place, namely, the making of a deed to the university by the testator’s daughter.

In that case the court said that there might be a question as to what construction the law might place on the will as between the university and the heirs of the daughter. This latter question was the point at issue in the Thomas case, which held that the power conferred by the testator upon his daughter and heir at law was not a devise in trust to or for the university but a naked power to appoint to a designated object and therefore was not rendered invalid by the statute.

This court held further that a deed of confirmation expressly purporting to execute such power and conveying the property which had been devised was operative to invest the university with a perfect title to the property therein described.

In both the Folsom and Thomas cases it was conceded that the bequest to the university was invalid because the testator died within a year after making his will.

However, the testator provided for the property to go to others but gave his daughter and heir at law power to transfer the property to the university and in case she exercised the power the bequest over was voided. She exercised the power and therefore the bequest over was voided, and if the university was not entitled to the property under the exercise of the power the property would have descended to the testator ’s daughter as intestate property.

The Thomas case held simply that since she had exercised the power and had conveyed the property to the university the university received a perfect title thereto.

The logic of the Thomas case is apparent.

*302 It is obvious that in any ease there can be no question of the right of children of a testator to make a conveyance and gift of property bequeathed to charities, and if they perfect such conveyance and gift the charities would undoubtedly receive it.

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Kirkbride v. Hickok, 98 N.E.2d 815, 155 Ohio St. 293, 155 Ohio St. (N.S.) 293, 44 Ohio Op. 297, 1951 Ohio LEXIS 568 (Ohio 1951).

98 N.E.2d 815 (Kirkbride v. Hickok) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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