Lanza v. DiFronzo

56 Ohio Law. Abs. 310
CourtCuyahoga County Probate Court
DecidedJuly 1, 1949
DocketNo. 405770
StatusPublished
Cited by1 cases

This text of 56 Ohio Law. Abs. 310 (Lanza v. DiFronzo) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lanza v. DiFronzo, 56 Ohio Law. Abs. 310 (Ohio Super. Ct. 1949).

Opinion

[311]*311OPINION

By BREWER, J.

This cause came on to be heard on the petition for the construction of the last will and testament of Antonio DiFronzo, deceased. The Court has been asked to interpret Item 15, which provides as follows:

“The balance of my estate to go for Masses for the repose of the souls of myself and by beloved wife, Maria DiFronzo.”
Certain non-resident defendants, by way of answer, maintain that the instrument 'under consideration “is not a charitable or religious bequest, and that by reason thereof, the doctrine of cy pres does not apply; that Item 15 is ambiguous, uncertain, without beneficiary who might enforce same, and by reason thereof, the said answering defendants, the next of kin and heirs at law of the decedent are entitled to the residuum or balance of the estate of said decedent.”

The defendant, St. Therese Church, in its answer, maintains the residuary bequest is valid, and asks the Court to determine that St. Therese Church is the organization entitled to all the benefits as provided by Item 15.

The cardinal rule for construction of a will is for the Court at all times to ascertain and give effect to the true intention of the testator gathered from the will as a whole, and the Court should go far in trying to place himself in the position of the testator at the time of his making the will. To accomplish this, parol evidence is often permitted to show decedent’s relationship with and affection for those persons who are the natural objects of his bounty. These general rules of law have been so often reiterated by the courts of this State, that citations of authority are unnecessary.

Applying them in the light of testimony offered in the case at bar, we find that the decedent, Antonio DiFronzo, had lived in Garfield Heights for many years; that his wife predeceased him; and that there were no surviving issue of the marriage; that the decedent’s father and mother were both dead; and that his nearest next of kin were one sister and [312]*312nieces and nephews, most of whom reside in Italy, and whom the decedent had not seen for some years.

The testimony discloses further that both the decedent and his wife were devout Catholics, and clearly established that for many years the decedent and his wife were members and regular attendants of St. Therese Church. When both the decedent and his wife died, the last rites were administered to them by the Pastor of St. Therese Church, and their funeral services were conducted in St. Therese Church.

Evidence was offered by the pastor and assistant pastor of St. Therese Church relative to Canon Law, disclosing that membership in various parishes is determined as the result of boundaries, and that if a member desires to be a member of another church not within his parish, he must receive special permission, which is disclosed on the Parish Church’s records. In the instant case it was admitted that the census cards of both the decedent and his wife would establish that they had for many years prior to their deaths been members of St. Therese Church. All of the foregoing testimony is undisputed.

Summing up the evidence, it can be logically concluded that the decedent and his wife were primarily devoted to their church and the faith it represented. It can further be concluded that the motivating force which made the decedent deeply religious during his life, created the desire on his part that after his death a major portion of his estate be used for the repose of the souls of his wife and himself. This he attempted to do by leaving his residuary estate for the saying of Masses.

The question in the main, therefore, is whether a gift for the saying of Masses is valid in Ohio. There appears to be but two reported cases relative thereto in this State. Neither ■of these provide any guidepost for the Court in seeking the rule of interpretation applicable to the instant controversy.

In Fugmann v. Theobald, 12 C. D. 720, the, Court in a two-line paragraph decision found a bequest to a pastor of a Roman Catholic Church for the saying of Masses was not a gift for charitable use under the statute then in effect, §5915 GC, now §10504-15 GC. In reversing the lower Court in part (see 4 O. D. 65) it in fact sustained the gift for the saying of Masses, by holding that it was a gift to the Pastor rather than a charitable bequest, because holding otherwise would have invalidated the gift, it having been made within one year from the date of testator’s death. Although this may be considered legal gymnastics, it demonstrates how far a Court will go to sustain a gift of this type.

[313]*313The other reported case is the Estate of Riley, 138 Oh St 145. The question decided in that ease was whether a gift for the saying of Masses was taxable. The finding by the Supreme Court was an affirmation of the decision of this Court, in which this case had its origin, and at the time that case was decided, the question of whether gifts for Masses were a charitable use was not considered.

On February 14, 1938, this Court in an unreported decision (Case No. 244751) in a matter to construe a will, (Margaret M. Dempsey v. Christ the King Church) found that income to be used for the saying of Masses created a valid charitable trust.

This Court is asked by the next of kin to “reverse its decision in the Dempsey case”. It would appear to this Court that if the true nature of Masses were explained and the designation of the object of the payment made clear, there would be no room for any opinion other than that a gift for Masses is charitable. Gifts for Masses have been known to law for many centuries. Political consideration, at the time of the reign of King Edward VI, for the first time were held to be invalid under ecclesiastical and common law. Prior to that time such gifts, through the continent, had been held to be for a charitable purpose and religious use.

When Edward VI ascended the throne such gifts by statutory enactment arising out of political considerations were held to be invalid and the property conveyed thereby was forfeited to the crown. The theory behind the legislation was that such gifts were for superstitious uses and not for legitimate charitable purposes.

In the United States the doctrine of superstitious uses relative to masses has never been recognized. See Vol. 3, Page on Wills, Sec. 1221. Vol. 1 Scott on Trusts, par. 124.4, and Vol. 3 Scott on Trusts, 371.5.

Relative thereto, in Delaware Trust Co. v. Fitzmaurice, 21 Atl. Rep. (2d) 388, the Court said:

“* * * Whatever might have been the real basis of the later English rule, that such a gift was for a superstitious use, and, therefore void, that rule can have no place in a State that recognizes and guarantees that right of religious freedom to all.* * *”

Careful study of Canon Law and judicial decisions would disclose that the Roman Catholic Church regards Masses as a sacrifice to God.

In In re Kavanaugh’s Estate, 126 N. W. Rep. 672, on page 675, the Court stated:

[314]*314“According to the doctrine of the Catholic Church as established by the proof in this case, the whole church profits by every Mass, since the prayers of the Mass include all of the faithful, living and dead. The sacrifice of the Mass contemplates that all mankind shall participate in its benefits and fruit.

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Related

In re Shanahan
101 N.E.2d 917 (Sandusky County Probate Court, 1951)

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Bluebook (online)
56 Ohio Law. Abs. 310, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lanza-v-difronzo-ohprobctcuyahog-1949.