McKinney v. McKinney

24 Ohio Law. Abs. 68
CourtLake County Probate Court
DecidedJuly 1, 1937
StatusPublished

This text of 24 Ohio Law. Abs. 68 (McKinney v. McKinney) is published on Counsel Stack Legal Research, covering Lake County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McKinney v. McKinney, 24 Ohio Law. Abs. 68 (Ohio Super. Ct. 1937).

Opinion

OPINION

By SWEET, J.

In this action the plaintiff trustees seek construction of the will of Price McKinney. Price McKinney, Sr., died April 13, 1926, a resident of the village of Wickliffe in Lake County, leaving surviving him Lucy D. McKinney and three children, Rigan" McKinney, Elizabeth McKinney McIntosh and Price McKinney, Jr. His estate, consisting for the most part of personal property, was valued at approximately $12,000,000. His will disposing of said estate as probated April 22, 1926, was executed by him August 13, 1920. At that time he was 58 years of age, his wife was 34 years of age and the children were 12, 11 and 8 respectively. Testator’s will was drawn by Andrew Squire, an attorney-at-law of Cleveland.

The provisions of the will in question in this case are the second and third items which read as follows:

“Item II. All of the rest of my estate, of every kind and description,.! give, devise [69]*69and bequeath to my wife, Lucy D. McKinney, Harry Couiby and Andrew Squire, as trustees, to be held in trust by them and the survivors of them until my youngest child shall have attained the age of twenty-five (25) years, and then distributed, one third (1/3) to my wife, Lucy D. McKinney, and the balance equally between the children living at the time of my decease; or, in the event of the death of any child, leaving issue, then such issue shall receive the share that would have been received by such deceased child if living at the time of the distribution.
“Item III. Prom the net income received by my said trastees, I direct one-third (1/3) thereof shall be paid to my wife as received; the remaining two-thirds (2/3) shall be held in trust for the benefit of my children during the life of the trust, except that my trustees shall expend from each child’s share such an amount as may be necessary for the proper care and education of each of my said children until each child shall attain the age of twenty-one (21) years after which time the trustees shall be authorized to turn over to such child such portion or all of the income belonging to such child, as the trustees shall deem for the interest of such child, until the youngest child shall have attained the age of twenty-five (25) years, when everything remaining in the possession or under the control of the trustees shall be distributed, so that each child shall receive his or her proper share. All income received for the children and not expended for them shall be invested and reinvested in such manner as the trustees shall deem for the best interests of the children.”

Item One of said will provided for certain pecuniary legacies which are not questioned.

Price McKinney, Jr., died October 16, 1935, unmarried and without issue at the age of twenty-four years. His mother and brother and sister survive him.

Interpretation of the will of Price McKinney, Sr. is sought .to determine what disposition is to be made of the share of Price McKinney, Jr., to-wit, whether it goes to his estate, to the surviving children of Price McKinney, Sr. or to the heirs of Price McKinney, Sr. as a lapsed legacy. The administrator of Price McKinney, Jr. claims that his decedent had a vested interest in his share of the trust estate which became absolute upon ■ his death without issue. . The brother and sister claim that testator’s intention as gathered from the entire will was to create an estate contingent upon his reaching the age of twenty-five (25) years; that the gift is one to the children as a class, the members of which are to be determined at the time of distribution; that the surviving children therefore take the share of Price, Jr. The principal issue is whether the gift was vested or contingent.

Upon examining the provisions of the will to determine testator’s intention we find several, expressions and provisions which when taken together convince the court that testator intended to create vested interests in his children, enjoyment of principal being withheld until the time specified for distribution.

It will be noted, first, that testator disposes of the entire residue of his estate under the provisions in question and specifically provides that the share passing to his children shall go to the children living at the time of his decease. Testator has thus definitely fixed the members of the class and the time at which they are to be ascertained. In such case if we were to construe the bequest as contingent the death of any of the children without issue prior to the vesting of his interest, would result in intestacy. The law presumes that testator did not intend to die intestate as to any part of his estate and in case of ambiguity prefers a construction vesting estates at the earliest time consistent with the intention of testator.

Page on Wills, Second Edition, paragraph 1121:

“In legacies, as in devises, wherever testator’s language is ambiguous, or obscure, or doubtful, a construction is preferred which will make a legacy vested rather than contingent, or, if contingent, will make it vested as soon as possible.”

Page on Wills, Second Edition, paragraph 1110;

"As between vested and contingent interests, vested interests are preferred in construction, especially in a gift to lineal descendants of testator, and in a gift of the residue, since, otherwise, intestacy may result. Any doubt will be resolved in favor of vesting, and an interest will be held to be contingent only if testator’s intention is clearly shown * *

Also Thompson on Wills, Second Edition, paragraph 362; 41 Ohio Jur. 727.

[70]*70Testator makes a gift of the residue to trustees “to be held in trust by them and the survivors of them until my youngest child shall have attained the age of twenty-five. (25) years, and then distributed, one-third (1/3) to my wife, Lucy D. McKinney, and the balance equally between •the children living at the time of my decease.” In this provision testator has used only words indicating futurity and not words of condition or contingency. If he had desired to make the bequest contingent upon a child reaching the age of twenty-five, his eminent counsel and himself could easily have chosen appropriate words to have accomplished such purpose. That they did not do so is significant. It is also significant that testator does not provide that he gives the property to the children at such future time but merely uses the words “and then distributed,” conveying the idea that the property in the hands of the trustees belongs at all times to his children and that merely the control, custody and management thereof is vested in the trustees until the time fixed by him at which he considered they would be capable of controlling and managing the property themselves. In other words, testator himself treats the gift to the trustees as a gift to the wife and children. Several cases where gifts were similarly made to trustees “until” the legatee attains a certain age, and “then” to such legatee have been collected together in the note to Shackley v Homer, L.R.A. 1915 C at page 1143, in which the courts have almost uniformly held that testator in the use of such words intended merely to withhold possession of an estate which vested in interest at the time of his decease.

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Bluebook (online)
24 Ohio Law. Abs. 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckinney-v-mckinney-ohprobctlake-1937.