Procter v. Mathers

17 Ohio App. 118, 1922 Ohio App. LEXIS 270
CourtOhio Court of Appeals
DecidedDecember 11, 1922
StatusPublished
Cited by3 cases

This text of 17 Ohio App. 118 (Procter v. Mathers) 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
Procter v. Mathers, 17 Ohio App. 118, 1922 Ohio App. LEXIS 270 (Ohio Ct. App. 1922).

Opinion

Cushing, J.

This cause is heard on appeal from the -court of common pleas of Hamilton county.

The question for consideration is the distribution of á fund in excess of $115,000, now in the hands of plaintiff as custodian, or as an alleged trustee.

The petition states that in 1917 a number of [119]*119Ohio citizens, cooperating with Major General Edwin F. Glenn, of the United States Army, then in command of the 83rd Division, stationed at Camp Sherman, Ohio, together with the service men of that division undertook to raise money throughout the state of Ohio to provide a fund for the benefit, aid and comfort of the men of the 83rd Division, and that pursuant thereto, football games and military exhibitions were given in various parts of the state, the money realized therefrom aggregating approximately $100,000. - This sum, at that time, was placed in the control of General Glenn, to be by him held as trustee. Disbursements were to have been made as he directed, for any of the purposes stated, namely, the benefit, aid and comfort of Ohio men in military service in the 83rd Division.

In May, 1918, no part of the fund had been .used or expended. Many of the Ohio men under General Glenn had been transferred to other divisions, and General Glenn was about to be sent overseas.

General Glenn entered into an arrangement by which the plaintiff, Procter, became the custodian, or alleged trustee, of the fund. It had increased by interest accumulation. Disbursements were to be made by plaintiff. He was authorized to use his judgment and discretion in such disbursements, limited, however, to the purpose for which the fund was created.

It was further arranged that he was to honor and execute any request made by General Glenn for an expenditure within the purposes for which the fund was held.

It was stipulated that if General Glenn did not within a year suggest an expenditure of any [120]*120or all ■ of the money for the Ohio soldiers in France, the fund should be held for the benefit of Ohio soldiers “here.”

About January 2, 1919, General Glenn requested plaintiff to deliver to him $2500 of said fund, to be used to pay expenses in compiling a history of the 83rd Division. Plaintiff was uncertain as to whether or not an appropriation of the money for this purpose would be within the provisions of the trust agreement. Desiring to comply with the request of General Glenn, he sent him $2500 of his own money, thus leaving the trust fund intact.

The petition recites that the original object for which the trust fund was obtained is impossible of accomplishment; that the year within which General Glenn could make a request for expenditures from the fund has expired; and that the fund has for many months been unused. The request is made in the petition that without further delay some provision be made for a use to which the fund may be put.

The petitioner suggests that in a proper distribution of the fund he should be authorized to pay himself out of it the sum of $'2500, advanced as aforesaid; that he be authorized to transfer the balance of the fund in accordance with the plan suggested by him; and that he be discharged from all further responsibility.

Defendants, Samuel Mathers and John Willys, admit the allegations of the petition and join in the request for the order prayed for in the plain tiff’s petition.

The American Legion, department of Ohio, was permitted to interplead. It stated that it is a [121]*121corporation under the laws of the state of Ohio, and is part of the American Legion, incorporated, under an Act of Congress of the United States, and is composed of men and women, living in the state of Ohio, who were in the military or naval service of the United States during the Great War, and claims that it is the organization best fitted by its membership and objects to carry into effect the purposes for which the trust fund was created, as described in plaintiff’s petition.

The intervenor, the American Legion, states the purposes of its organization to be as follows:

“For God and Country we associate ourselves together for the following purposes: To uphold and defend the Constitution of the United .States of America,- to maintain law and order; to foster and perpetuate a one hundred per cent Americanism; to preserve the memories and incidents of our association in the Great War; to inculcate a sense of individual obligation to the community, state and nation; to combat the autocracy of both the classes and the masses; to make right the master of might; to promote peace and good-will on earth; to safeguard and transmit to posterity the principles of justice, freedom, and democracy; to consecrate and sanctify our comradeship by our devotion to mutual helpfulness.”

The Historical Committee of the 83rd Division has intervened and prays that it be allowed the sum of $50,000 for. the purpose of preparing a detailed history of the 83rd Division, to include the story .of its existence from the time of its creation until its return' from overseas, and requests that the balance of the fund be turned over to the [122]*122American Legion, Department of Ohio, upon such terms as the court deems just and equitable.

The state of Ohio has intervened, and joins the plaintiff in the prayer of the petition.

Three members of the 83rd Division filed an answer on behalf of themselves, and all other members of the 83rd Division.

The first question presented is whether or not the purposes for which the fund was created have become inoperative and cannot be carried into effect; and whether the fund is now subject to execution as nearly as circumstances admit, by the application of the doctrine of cy pres.

Counsel in their briefs have attempted to question the jurisdiction of this court over the subject-matter of the action. This question was not presented to the court below, nor is it made by the pleadings.

Each party has requested the court to dispose of the fund according to its theory, and in a way different from the idea that prompted its creation. Each also claims that its plan is the one that will be as near to the original intention as circumstances will admit. In any event a court of equity is the only source of relief.

It may be that there are few, if any, cases similar to the one át bar. Reflecting on the method of the creation of the fund, it may be said that the fund necessarily falls within the class designated as charity, although the motive that prompted the giving was patriotism, superinduced by the humanitarian impulses of the donors.

In the case of Le Clercq v. Trustees, 7 Ohio, pt. 1, 217, at page 221, the court said:

“If the object of its creation can be obtained, the [123]*123court of chancery will enforce its execution. 9 Cranch, 52. Where circumstances are so changed, that the direction of the donor prescribing the use, can not be literally carried into effect, the legislature or the court, in those cases where general intention can be effected, may lawfully, in some cases, enforce its execution as nearly as circumstances admit, by the application of the doctrine of cy pres.”

The evidence supports in the main the allegations of the petition. At the time of the creation of the fund the country was aflame with patriotism and gratitude to the soldiers in the service of the country.

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Cite This Page — Counsel Stack

Bluebook (online)
17 Ohio App. 118, 1922 Ohio App. LEXIS 270, Counsel Stack Legal Research, https://law.counselstack.com/opinion/procter-v-mathers-ohioctapp-1922.