Murr v. Youse

80 N.E.2d 788, 52 Ohio Law. Abs. 321, 1946 Ohio Misc. LEXIS 210
CourtMontgomery County Probate Court
DecidedJuly 15, 1946
DocketNo. 104277
StatusPublished
Cited by1 cases

This text of 80 N.E.2d 788 (Murr v. Youse) is published on Counsel Stack Legal Research, covering Montgomery County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Murr v. Youse, 80 N.E.2d 788, 52 Ohio Law. Abs. 321, 1946 Ohio Misc. LEXIS 210 (Ohio Super. Ct. 1946).

Opinion

OPINION

By LOVE, J:

This matter comes on to be heard on a petition for declaratory judgment brought by Byron Murr as trustee of and for the beneficiaries under the will of Jacob S. Antrim, deceased, the answer of certain of the defendants, the evidence, and briefs of counsel.

Jacob S. Antrim died on January 26, 1901, and his last Will and Testament was duly probated by this Court on February 7, 1901 and is recorded in Will Record Z, page 21. He was survived by his widow, Carrie Y. Antrim, who died May 27, 1945.

That portion of the will this Court must construe in order to declare legal rights as propounded by the plaintiff is Items 6th and 7th which provide as follows:

“Item 6th: All the rest and residue of my estate, both real and personal, I direct that my Executor manage and care for and keep invested, as hereinafter provided, so far as he is able, during the natural life of my wife, Carrie Y. Antrim, and the net proceeds arising therefrom to be divided- as follows:
[323]*323“One hundred and fifty. (150) dollars per year, payable annually, to my brother, Cyrus Antrim.
“Seventy-five (75) dollars a year to my sister, Katura Eckert;, and the balance of said net income to be given absolutely to my wife, Carrie Y. Antrim, during her natural life.
“Item 7th: at the death of my said wife, Carrie Y. Antrim, I desire that my estate be closed up and that my Executor proceed to sell all real-estate then on hand belonging to my estate, and to collect all credits due the same, and to divide the proceeds as follows:
“To my brother-in-law, Charles Yhous, I give and bequeath the sum of Five Thousand (5000) dollars, in consideration of his having given up his position and coming to Dayton for the purpose of caring for me in my illness at one time, and in looking after my wife and our affairs.
“From said proceeds I also give and bequeath unto the Deaconess Hospital, of Dayton, Ohio, the sum of One Thousand (1000) dollars, and from said proceeds I give and bequeath to my friend, W. C. Kennedy, the sum of Two Thousand (2000) dollars, in recognition of friendship that has existed between us for a good many years.
“From said proceeds I also give and bequeath to Jacob' Antrim Crellin, Son of L. B. Crellin, the sum of Two Thousand (2000) dollars.
“I also give and bequeath from said proceeds to The Board of Education of Germantown, Ohio, the sum of Five Thousand (5000) dollars, to be used by said Board in erecting a Library Building, said building to be called The J. S. Antrim Library Building.
“I also direct that out of said proceeds my Executor, at the death of my wife, Carrie Y. Antrim, proceed to beautify my Cemetery lot in Germantown by the erection of some statutary, — bronze preferred — at a cost of Three Thousand (3000) dollars.
“It is my Will, and I further direct that in case there should not be sufficient funds to pay the foregoing bequests contained in this Item, in full, then that the said several bequests be reduced in proportion to the amount of such deficiency.
“All the rest and residue of said proceeds, if there be any, shall be divided equally between the children of my brothers, J. J. Antrim, Cyrus Antrim and F. T. Antrim, or their legal representatives.”

Cyrus Antrim died September 29, 1901, and Katura Eckert died March 14, 1922. Charles Yhous, also known as Chas. Youse, and W. C. Kennedy, legatees mentioned in Item 7 of [324]*324the will, pre-deceased Carrie Y. Antrim, the life tenant. They died on September 26, 1944 and in June of 1915 respectively.

While there are collateral questions which will be answered in the opinion; an answer to three main questions propounded by the plaintiff will adequately declare legal rights raised by the pleadings and the evidence. They are:

First: What is the time of vesting of the gifts made under Item 7 of the will of Jacob S. Antrim, deceased, particularly as it refers to Charles Yhous, W. C. Kennedy, and “the children of my brothers, J. J. Antrim, Cyrus Antrim and F. T. Antrim, or their legal representatives”?

Second: Does the proposed use of the five thousand dollar ($5,000.00) legacy to the Board of Education of Germantown, Ohio to erect a library building comply with the provisions of the will of the testator?

Third: What is the effect of the testator’s direction to the executor to spend three thousand dollars ($3,000.00) to beautify testator’s cemetery lot in Germantown, Ohio by the erection of “some statuary, — bronze preferred — ”?

The questions will be discussed and answered in order. Pertinent facts will be set forth and discussed under the appropriate question.

In considering the first proposition, the Court has read the elaborate and helpful briefs submitted by counsel and has given consideration to all the contentions made and has examined the authorities cited in the briefs. In determining the time at which the gifts vested, the Court is required to ascertain the intention of the testator. The cardinal rule in all will construction suits is to ascertain the intention of the testator and give effect thereto. The authorities cited in support of this proposition of law are so numerous that the Court finds no necessity to cite any cases in support thereof. Another principle of law which the Court is required to keep in mind is that rule of construction that the law favors the vesting of an estate on a date as early as possible; and, likewise, this rule is so well settled that the Court deems it unnecessary to cite cases in support of it. The latter rule, however, must yield to the cardinal rule which is that the intention of the testator as gathered from the whole will controls. What is this intention in construing the will from its four corners? In answering the question the Court will place itself in the shoes of the testator at the time of the execution of his Will giving effect to his intention as of the date of his death.

It is very apparent that the purpose uppermost in the mind of the testator was to provide an income for life to the [325]*325first object of his bounty, his wife. Every other consideration was secondary. At the death of his wife the next object was to reduce all property to cash and to distribute the proceeds to those persons selected by the testator and finally, if anything be left, the rest and residue was given to the children of his brothers “or their legal representatives.” He only provided an income for his wife for life thus protecting' the principal. His obvious intention was to postpone the payment o£ the principal until his wife’s death. There was nothing to interfere with the enjoyment of the gift except the rights to be enjoyed by Carrie Y. Antrim during her lifetime. The Court is struck by the forcefulness of the rules laid down in the case- of Ohio National Bank of Columbus v. Boone, 139 Oh St 361; 22 O. O. 414. It seems to be the leading case on the subject of vested estates. The syllabi of the Boone case are:

1. “Ordinarily, a will speaks as of the death of the testator.
2.

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Related

Rice v. Stanley
327 N.E.2d 774 (Ohio Supreme Court, 1975)

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Bluebook (online)
80 N.E.2d 788, 52 Ohio Law. Abs. 321, 1946 Ohio Misc. LEXIS 210, Counsel Stack Legal Research, https://law.counselstack.com/opinion/murr-v-youse-ohprobctmontgom-1946.