Ohio Savings Bank & Trust Co. v. Clark

7 Ohio App. 6, 29 Ohio C.C. Dec. 433, 28 Ohio C.C. (n.s.) 1, 28 Ohio C.A. 1, 1916 Ohio App. LEXIS 217
CourtOhio Court of Appeals
DecidedJanuary 15, 1916
StatusPublished
Cited by14 cases

This text of 7 Ohio App. 6 (Ohio Savings Bank & Trust Co. v. Clark) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ohio Savings Bank & Trust Co. v. Clark, 7 Ohio App. 6, 29 Ohio C.C. Dec. 433, 28 Ohio C.C. (n.s.) 1, 28 Ohio C.A. 1, 1916 Ohio App. LEXIS 217 (Ohio Ct. App. 1916).

Opinions

Richards, J.

This action is brought by the executors for the purpose of obtaining the direction and judgment of the court as to the true construction of the will of Joseph L. Wolcott, deceased. There are in the case a very large number of defendants and they include all persons who are, or claim to be, beneficiaries under the will and codicil. On the trial of the action in the court of common pleas a decree was rendered, adjudging that the beneficiaries under the codicil were the brothers and sisters of the mother of the testator, and the descendants of such brothers and sisters. From this decree an appeal was taken by the plaintiffs and by Mary L. Wolcott, the widow. The controlling facts are not in dispute; but, be[8]*8fore proceeding to the merits of the case, it is proper to dispose of some preliminary questions raised by counsel.

Certain of the defendants contend that the executors are not authorized by law to bring an action for the purpose of obtaining a construction of this will and the codicils thereto, and that the action is prematurely brought. They insist that such action can not be maintained during the lifetime of the widow of Joseph L. Wolcott. The record shows that the debts of the estate have been fully paid and that the executors have on hand and under their control a large estate, consisting of non-ancestral property, and aggregating probably more than half a million dollars, and that it is necessary for the court to fix and adjudge the true construction to be placed on this will before the executors can properly conclude the administration of the trust reposed in them and make distribution of the estate; and no sufficient reason is perceived why this adjudication can not be had during the lifetime of the widow. Furthermore, the widow contends that she is entitled to the estate in fee, while other defendants claim interests therein. If her claim prevails, no duty to pay a collateral inheritance tax under Section 5331, General Code, is imposed on the executors; while, if the claims asserted by other defendants should prevail, such duty rests on them. We hold that the action is maintainable alike under the provisions of Section 10857, General Code, and under the general principles of equity jurisprudence.

It is further insisted that the action is one which can not be appealed to this court. Long before the [9]*9passage of the original statute, now known as Section 10857, General Code, courts of chancery were called on to, and did, adjudicate cases calling for the construction of wills, and the section cited is only declaratory of that early practice. Indeed, the statute itself provides for the remedy “as fully as formerly was- entertained in courts of equity.” We hold, therefore, that the action is one which may properly be brought into this court by appeal.

We reach, therefore, the merits of'the case, and are required to place a construction on the will and codicils left by Joseph L. Wolcott and to determine who are the beneficiaries thereunder. The will bears date of July 10, 1891, and makes a bequest of $5,000, which is not in dispute, and gives all the remainder of his property, after the payment of his debts, to his widow, Mary Louise Wolcott, and names her as one of the executors of his will. On December 11, 1899, Joseph L. Wolcott added a first codicil to his will, which codicil, omitting the execution, reads as follows:

“Whereas I Joseph L. Wolcott of Toledo Ohio did on the 10th day of July in the year 1891, make my last will and testament as of that day I do hereby declare the following to be a codicil to the same. After the payment of all my just and lawful debts I do hereby give and bequeath to my wife, Mary L. Wolcott for her use, for and during the term of her natural life, all my property real personal and mixed of whatsoever character and wheresoever located it being my intention thereby to insure to her the income of and from my property as aforesaid during her natural life,

[10]*10“At the death of my said wife all of said property as aforesaid I give and devise absolutely to the heirs óf my mother Caroline B. Cromack the same to go to said heirs per stirpes.”

On August 11, 1900, he made a second codicil, revoking the previous appointment of executors and appointing the plaintiffs in this action as executors of his last will and testament. The entire controversy in this action centers around the following language contained in the first codicil: “At the death of my said wife all of said property as aforesaid I give and devise absolutely to the heirs of my mother Caroline B. Cromack the same to go to said heirs per stirpes.”

As stated in the brief of counsel for plaintiffs, the precise question involved is, Who are the heirs of Caroline B. Cromack within the meaning of this provision in the first codicil? Before reaching a solution of this question it is necessary to consider not only the language used by the testator in his will and codicil, but his situation at the time of their execution. The terms of the codicil are such, that, before any construction can be given them, the practical necessity arises of ascertaining such facts as will place the court in the position of the testator.

As has been said, the first codicil was executed on December 11, 1899. The testator, Joseph L. Wolcott, died on December 1, 1900, leaving surviving him his widow, Mary L. Wolcott, but no lineal descendants, he never having had issue born to him. He did leave, however, surviving him, one half-brother, and the descendants of other half-brothers and half-sisters, the half-brothers and [11]*11half-sisters being the children of his father by a former wife. The widow, Mary L. Wolcott, duly elected to take under the will. The facts necessary to put the court in the situation of the testator at the time of the execution of this codicil are as follows:

Caroline B. Cromack, his mother, died in 1884. Her will was duly admitted to probate and in this will she referred to “my adopted daughter Carrie, Davis Clark,” and named her as one of her beneficiaries, but there is no evidence that Carrie Davis Clark was ever legally adopted as a daughter of Mrs. Cromack. Joseph L. Wolcott was the only child ever born to Caroline B. Cromack, and he and his .mother’s second husband,' Joseph C. Cromack, survived her. Joseph C. Cromack died about May 12, 1900, after the execution of the first codicil, but before the testator’s death. Car- ■ oline B. Cromack was also survived by a brother and sister, both of whom died in 1885, and also by the lineal descendants of three other brothers and three other sisters. These last named brothers and sisters died prior to her death. While there are a large number of defendants,' probably more than one hundred, claiming interests in the estate, they may all be grouped into four classes, as is so well and concisely done in the brief of counsel for plaintiffs. These four classes of claimants, as there.set forth, are the following:

(a) Descendants of Joseph C. Cromack, surviving husband of Caroline B. Cromack, deceased.

(b) Descendants of Carrie Davis Clark, the alleged adopted daughter of Caroline B. Cromack, deceased.

[12]*12(c) Descendants of the brothers and sisters of Caroline B. Cromack, deceased.

(d) Descendants of the half-brothers and half-sisters of Joseph L. Wolcott.

With these facts established, the court is, in a large measure, able to place itself in the situation of Joseph L.

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Bluebook (online)
7 Ohio App. 6, 29 Ohio C.C. Dec. 433, 28 Ohio C.C. (n.s.) 1, 28 Ohio C.A. 1, 1916 Ohio App. LEXIS 217, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ohio-savings-bank-trust-co-v-clark-ohioctapp-1916.