Most Reverend Noll v. Lincoln National Bank & Trust Co.

70 N.E.2d 187, 117 Ind. App. 554, 1946 Ind. App. LEXIS 208
CourtIndiana Court of Appeals
DecidedDecember 12, 1946
DocketNo. 17, 422.
StatusPublished
Cited by5 cases

This text of 70 N.E.2d 187 (Most Reverend Noll v. Lincoln National Bank & Trust Co.) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Most Reverend Noll v. Lincoln National Bank & Trust Co., 70 N.E.2d 187, 117 Ind. App. 554, 1946 Ind. App. LEXIS 208 (Ind. Ct. App. 1946).

Opinion

Bowen, J.

The appellee Lincoln National Bank and Trust Company of Fort Wayne, as trustee under the last will of George W. Lowe, deceased, as plaintiff, filed a bill in the nature of a bill of interpleader, setting forth that such trustee had administered the various funds coming into its hands and had made distribution thereof to the various legatees in accordance with the will, but that a question had arisen under Item 2 of said last will as to the bequest made of a part of the residuary estate to “Allen County Orphans’ Home in Allen County, Indiana, one-tenth,” and setting forth that there remained in the hands of the said trustee the sum of $9,600, representing the one-tenth of the trust estate payable under the bequest to the Allen Couny Orphans’ Home, in addition to the sum of $19,873.43 which had not been distributed to the beneficiaries under the will; and that the trustee did not know to whom the $9600 and one-tenth of the $19,873.43 should be distributed. The prayer was for an order requiring the defendants to interplead and litigate between themselves as to their rights to the funds in question.

By the terms of the will the testator gave and devised by Item 2 of said will the residue of his estate in trust, and provided for certain life annuities which were *558 terminated by the deaths of Elinore L. Lowe, the decedent’s wife, and his sister Emma Gruber, and by the acceptance of the sum of $25,000 in settlement of the life annuity of Bertha M. Gruber. The will further provided that upon the deaths of said Elinore L. Lowe, Emma Gruber and Bertha M. Gruber, all of said trust estate should be reduced to cash and, after paying all charges and expenses, the balance in the hands of the trustees was given and devised as follows: “. . . to the following persons and benevolent and religious institutions in the following proportions, to-wit: 1st. To Allen County Orphans’ Home, in Allen County, Indiana, one-tenth . . . ,” and this was followed by a listing of nine separate one-tenth bequests to appellants, hereinafter designated as residuary legatees.

The appellee County Department of Public Welfare of Allen County claimed the bequest of the one-tenth residuary estate in question upon the basis of the contention that it succeeded to all the rights, duties and powers of the Board of Commissioners of the County of Allen and the Board of Children’s Guardians of Allen County in connection with the care, support and education of orphans who might become proper charges upon the county; that the Board of Commissioners of Allen County supervised and took part in the management of the Allen County Orphans’ Home, established and maintained by an association which took the corporate name of the “Allen County Orphans’ Home”; that the purpose of said association was to maintain a home for the care, support and education of orphan children; that it was the express purpose of said association to manage such home, with such support as it might be entitled to under the statutes of the State of Indiana and granted to it by the Board of Commissioners of Allen County; that the Board of Commission *559 ers erected upon land owned by the county a home for such orphan children and, since the organization of such association, had continuously maintained, managed and supervised said home, and had made necessary repairs and improvements upon said home; that the Board of Commissioners of Allen County supervised and took part in the management of said home and the children therein until the 22nd day of March, 1920, when by agreement with said association the said Board of Commissioners took over the direct management and control of said institution and continued the same until it was succeeded by the appellee County Department of Public Welfare; that the' name of the institution. was changed to “Allen County Children’s Home”, which is still its name, and that the said Allen County Orphans’ Home mentioned in decedent’s will is the same and identical institution as the Allen County Children’s Home now under the control and supervision of said appellee, and that said appellee is entitled to the funds in question.

The aforementioned appellee further claimed the bequest on the basis of the application of the ey pres doctrine in that there were three institutions in Allen County caring for orphan children at the time the testator executed his will: the St. Vincent’s Orphans’ Home, the Reformed Orphans’ Home, and the Allen County Orphans’ Home; that the latter was the only one located in Allen County which was not established by or connected with any church or*religious sect or organization; that by the provisions and directions of Item 2 of the will, the testator manifested his intention to give the portion of his estate in the first, second and third of said directions for the benefit of all of the orphans of said county; that the Board of Commissioners of Allen County took over the institution known *560 as the Allen County Orphans’ Home; and that appellee is the only one qualified to accept such bequest arid to carry out the charitable objects and purposes of the testator.

The appellants, designated in this appeal as residuary legatees, asserted their claims collectively to the one-tenth share of the residuary estate in question and individually to a one-ninth share of said disputed bequest on the ground that such bequest was an absolute bequest to the Allen County Orphans’ Home without any terms of trust or of charitable object or purpose attached. The appellants further claimed that when the voluntary association informally went out of existence and the home operated by it ceased to be a privately operated orphans’ home and became a public county institution maintained and operated by the taxpayers of Allen County prior to the testator’s death, the bequest to said Allen County Orphans’ Home lapsed, and the share of such lapsed legacy inured to the benefit of the remaining residuary legatees, automatically increasing their shares from one-tenth to one-ninth.

Appellant Bertha M. Gruber claimed the one-tenth share of the residuary estate in question and joined the residuary legatees in claiming such legacy had lapsed by reason of the alleged passing out of existence of the Allen County Orphans’ Home prior to the testat- or’s death, but contended further that she as the sole heir of George W. Lowe, deceased, became entitled to the same as intestate property. She also contends that the bequest to the Allen County Orphans’ Home and the other so-called residuary legacies are void for the reason that they were each and all in violation of the Indiana statute against perpetuities.

This cause was venued from Allen Superior Court No. 2 to the Wells Circuit Court where the issues were *561 finally joined and the cause tried by the court without the intervention of a jury. At the conclusion of the trial the court stated its-, special finding of facts in nineteen paragraphs and, upon such finding so stated, formed conclusions of law as follows:

(1) That the law was with the County Department pf Public Welfare.

(2) That the cross-complainant, County Department of Public Welfare, was entitled to receive the funds in the hands of the trustee, .payable in discharge of the bequest in favor of the Allen County Orphans’ Home.

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Bluebook (online)
70 N.E.2d 187, 117 Ind. App. 554, 1946 Ind. App. LEXIS 208, Counsel Stack Legal Research, https://law.counselstack.com/opinion/most-reverend-noll-v-lincoln-national-bank-trust-co-indctapp-1946.