Provident Savings Bank & Tr Co. v. Volhard

7 N.E.2d 234, 54 Ohio App. 327, 23 Ohio Law. Abs. 269, 54 Ohio C.A. 327
CourtOhio Court of Appeals
DecidedJanuary 13, 1936
StatusPublished
Cited by3 cases

This text of 7 N.E.2d 234 (Provident Savings Bank & Tr Co. v. Volhard) 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
Provident Savings Bank & Tr Co. v. Volhard, 7 N.E.2d 234, 54 Ohio App. 327, 23 Ohio Law. Abs. 269, 54 Ohio C.A. 327 (Ohio Ct. App. 1936).

Opinion

OPINION

By MATTHEWS, J.

This case comes to this court on appeal from the Court of Common Pleas of Hamilton County.

The plaintiff is the trustee under Item 5 of the last will and testament of William Volhard, deceased, and seeks the instructions of the court in regard to the true construction of such will. The decedent left surviving him his son Walter V/. Vol-hard and his adopted daughter Annie Hoff-mann. Since the death of William Vol-hard, the testator, his son has died testate. The defendants in this case are Annie Hoffman, the adopted daughter, and those claiming through Walter W. Volhard, the son, and a specific legatee, who will not be affected by the decision in any event.

As we view it, the only provisions of the will that bear upon the question presented are Items 4, 5, 6 and 7. These are:

“Item 4. Forty (40%) percent of the residue and remainder of my estate after all debts and claims of administration are paid, and all of my interest in the Eagle Counter and Leather company and The Acme Tanning Company, also my residence, wherever it may be located, I give, devise and bequeath to my son, Walter W. Vol-hard and his heirs, to have and to hold forever.
“Item 5. Sixty (60%) percent of said residue of my estate, not including my interest in the Eagle Counter and Leather Company and The Acme Tanning Company, I give to the Provident Savings Bank 6 Trust Company of Cincinnati to be held by it in trust for my said son until he becomes forty (40) years of age, when said Provident Savings Bank & Trust Company shall turn over to him the total sixty (60%) percent so held in trust for him; he to receive quarterly all interest, dividends or other income from said sixty (60%) percent, after deducting all lawful expenses caused by the management of my said estate.
“Item 6. In case of my said son’s death before mine, without leaving issue of his body, the above trust shall not take effect and I give, devise and bequeath all of his share as stated in Items Four and Five (4 and 5) to the above named Annie Hoff-mann, if alive, less the amouirt set out in Item 7 below.
“Item 7. In case of my said son’s death before mine I give and bequeath to his widow, if still a widow at my death, the sum of Ten Thousand ($10,000) Dollars.”

In Item 2 the testator referred to the adoption of Annie Hoffman, recited the adoption “was declared null and void by *271 her parents” and then gave her $15,000 "in full of any and all claims that she and her heirs may have or may have had on account of said adoption.”

Walter W. Volhard died before he reached the age of forty years.

The extraneous evidence as well as the terms of the will itself shows that the testator had affection for and regarded as objects of his bounty both Annie Hoff-mann and Walter W. Volhard. There is evidence also indicating that Walter W. Volhard was improvident and dissipated to a degree and that the testator sought to protect him against those traits and habits by creating the trust.

It is the contention of the defendants claiming through Walter W. Volhard that he acquired a vested estate under Item 5, and that, therefore, as his representatives they are entitled to receive the corpus of the estate created by that item from the trustee. On the other hand, Annie Hoff-mann contends that the estate never vested and also that in any event it is the import of the terms of the will that she should take upon the death of Walter W. Volhard before reaching the age of forty years.

Of course, the fundamental rule for the construction of wills is that the lawful intention of the testator as expressed must prevail, and in determining that intention the court is admonished by all the adjudicated cases to assume a non-technical mental attitude, to think not as a lawyer thinks, but as far as possible, as the testator himself thought. All other rules of construction are secondary — and unimportant if the intention of the testator is expressed clearly, no matter what words are used.

Now if these provisions of this will are read as of the date they were written, as they should be read, no ambiguity or uncertainty arises at all. After making specific bequests, he gave his entire estate to his son by Items 4 and 5, if his son survived him. To guard against intestacy, in the event his son died before him without issue, he provided that Annie Hoffman should take the property that the son would have taken had he survived. While apparently Annie Hoffmann would have inherited the estate if the son died without issue before the testator, it is clear from the terms of the will that the testator had some doubt as to whether she still occupied the status of an adopted daughter, and that was an additional reason for that provision. And as his son’s widow would inherit nothing from the testator, he provided by Item 7 that in the event the son’s death occurred before his, she would receive $10,000.

Had the son lived until the termination of the trust created by Item 5, no one would have suggested that this will did not constitute a perfectly clear and complete disposition of this estate. Why should his death before that change the situation?

It is said that the will contains a bequest by implication to Annie Hoffmann of the trust fund conditional upon the son’s death during the trust period. A careful reading of the entire will fails to disclose any word or combination of words which convey that meaning. If such an intent is to emanate from this will, it must result from an “invisible radiation” from the whole text notwithstanding no word or combination of words can be pointed out which express such an intention.

It is urged that the authorities recognize bequests by implication; and that is true but language must be found in the will itself that under the circumstances express that intention. Counsel relies on Crane v Doty, 1 Oh St 279, in which the court at page 284 said:

“Prom a careful examination of all the authorities within our reach, bearing upon this question, we are led to the conclusion, that, in order to raise an estate by implication, the two following circumstances must concur: First: an interest or estate in the property less than the whole, must be created expressly by the will, in order that it may appear that the testator had the disposition of the property in his mind. Second: the person to take by implication, must be named or described in connection with the raising of such interest or estate. The familiar example put in the elementary books is a devise of lands by a man to his heir after the death of his wife. Here an evident intention appears to postpone the heir until the death of his wife, and she will therefore take a life estate by implication. But if the devise were to a stranger, instead of the heir, the same implication would not arise, for it would not sufficiently appear that he did not intend the heir to take the estate in the meantime. Indeed it is always a question of intention to be derived from the words of the will; but it must appear from the will that the testator has attempted to dispose of the property, and in such disposition, has used the name of the person to take by impli *272

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Related

Summers v. Summers
699 N.E.2d 958 (Ohio Court of Appeals, 1997)
In re Estate of Rees
87 N.E.2d 397 (Cuyahoga County Probate Court, 1947)
McKinney v. McKinney
24 Ohio Law. Abs. 68 (Lake County Probate Court, 1937)

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Bluebook (online)
7 N.E.2d 234, 54 Ohio App. 327, 23 Ohio Law. Abs. 269, 54 Ohio C.A. 327, Counsel Stack Legal Research, https://law.counselstack.com/opinion/provident-savings-bank-tr-co-v-volhard-ohioctapp-1936.