Redkey v. Worthington

13 Ohio C.C. (n.s.) 177
CourtHighland Circuit Court
DecidedOctober 15, 1909
StatusPublished

This text of 13 Ohio C.C. (n.s.) 177 (Redkey v. Worthington) is published on Counsel Stack Legal Research, covering Highland Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Redkey v. Worthington, 13 Ohio C.C. (n.s.) 177 (Ohio Super. Ct. 1909).

Opinion

Joseph Worthington, a resident of this county, died on May 28th, 1906, testate. He appointed Martin Redkey executor of his will. Martin Redkey died March 18th, 1907, before the completion of the settlement of his trust under that will. Charles C. Redkey was appointed executor of Martin Redkey’s will. On October 13th, 1905, by the testimony as it is shown here, a will was executed by Joseph Worthington. Martin Red-key was present .and wrote the will. On the morning of October 14th, 1905, Martin Redkey repaired to the residence of Joseph Worthington and informed him that after thinking the matter [179]*179over he was doubtful as to whether or not certain clauses in the will, by which certain associations, which are to be hereafter named, and which were named in a contract or declaration of trust, would be valid, and that there might be some trouble after his death in regard thereto by virtue of the provisions of Section 5915 of our statutes, which provides that bequests, where persons have lineal descendants, to charitable associations, unless executed within a year before the death of the testator, are invalid. Thereupon the old will was destroyed and it was suggested that these associations or beneficiaries that were named in the will of October 13th, should be provided for by what they please to term a "trust instrument.”

Thereupon the following instrument was drawn up and signed:

"I, Joseph Worthington, of Highland county, Ohio, hereby appoint Martin Redkey a trustee in trust to receive and hold and after my death disburse the following sum of money and other valuable assets, to-wit: six thousand two hundred dollars, which sums are to be disbursed as follows, to-wit:
• "To the Trustees of East Monroe Methodist Church, one thousand dollars in perpetuity.
"To the Foreign and Home Missionary Societies and Womens Home and Foreign Societies of the Methodist Episcopal Church, one thousand dollars each.
"To the Wednesday Club Library Association of Leesburg, 0., the sum of two hundred, in perpetuity, the proceeds to be used to pay expense of keeping up said library. In the event the society disbands I direct my said trustee to collect and pay over to the Methodist Church of Leesburg,' 0., the said sum for the support of the church.
"Also in the event of the dissolution of the Angeline Johnson Altruistic Society, to recover the one thousand dollars previously given to it and pay the same to the Methodist Church of Leesburg for the benefit of the poor as provided for in another paper now on record in the recorder’s office, Hillsboro, O.
"To the Methodist Home for the Aged at Cincinnati, 0., one thousand dollars.
"In the event of the death of said trustee, I request the probate court to appoint a .trustee to serve in his stead and complete the trust as above set forth. - .
"I reserve the right to revoke this appointment at any time during my life.
[180]*180“In testimony whereof I have subscribed my name this 14th day of Oct., 1905.”
Signed “Joseph Worthington.” “Attest: J. W. Rains. Hattie Leaverton.”

Upon the death of Martin Redkey, the plaintiff below, William Worthington was appointed administrator de bonis non with the will annexed of Joseph Worthington’s estate, and he, as such administrator, brought suit against Charles C. Redkey and the different associations that are named in the paper which I have just read, for the purpose of recovering for the estate of Joseph Worthington the sum of sixty-two hundred dollars named therein.

Issues were made up and the whole contention rests upon the construction the court will be pleased to give to this instrument called a “declaration of trust,” and signed by Joseph Worthington.

It is claimed on behalf of the administrator for Joseph Worthington that this siim falls back into his estate, because the instrument is not such a one as is recognized by law to pass to the beneficiaries named the several sums of money therein provided, and the first question that presents itself for the consideration by the court is:

Did the instrument executed by Joseph Worthington create a valid trust, or did it fail by reason of some incompleteness or some informality ?

It is.claimed on behalf of the attorneys of the personal representative of Joseph Worthington’s estate that the instrument is invalid to pass title to those beneficiaries named,- because it is in the nature of a testamentary disposition, and not being executed according to the formalities prescribed by the statutes for the execution of wills, that it is for that reason invalid.

It is claimed on behalf of the attorneys for the beneficiaries named in the instrument that it is a valid declaration of a trust and that the money should be paid to them as indicated therein.

The Supreme Court of Ohio, in the 46 O. S., Mannix v. Purcell, has defined the elements of a trust as follows:

[181]*181“Wherever there is a trustee there is necessarily a subject of the trust — the estate; an object of the trust — the use, and a eeshd qyd trust — the beneficiary of the trust.”

And in the same case defines a trust thus:

“A trust is where property is conferred upon and accepted by one person on the terms of holding, using or disposing of it for the benefit of another.”

The counsel for the representative of the estate of Joseph Worthington rely upon three cases that have been cited, and decided by the Supreme Court of Ohio, as settling the construction that should be given to this instrument, and the learned trial judge below based his decision of the invalidity of that instrument upon those three cases.

It will therefore necessitate an examination of those cases to determine whether or not the learned judge below was correct in his conclusioh.

The first case is Phipps v. Hope, reported in 16 O. S., page 586, where one Joseph Hope had a note secured by mortgage in the sum of $4,000 and attempted to give that note to a young man by the name of Phipps, his nephew, who had worked for him and labored for him on his farm for a long time. He attempted to give it to him by the following language:

“The contents of this envelope is to be given to Thomas H. Phipps, in payment of wages‘for services rendered since he has been living ivith me on the farm.
“N. B. He is also authorized by me to indorse this note, and to collect and enter satisfaction at the recorder’s office in Chillicothe, when paid. Joseph Hope.”

The writing on each envelope is in these words and figures:

“January 13th, 1862. This is to be given to Phipps by the person legally authorized to examine contents. J. Hope.”

After the execution of this paper or these papers, the decedent, Joseph Hope, about March 26th, 18.62, received one year’s interest on said note, and the said note, together with the memorandum that he “ had upon the same and the envelope, were [182]*182continued in the possession of the attempted donor until after his decease.

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Related

Martin v. . Funk
75 N.Y. 134 (New York Court of Appeals, 1878)
Young v. . Young
80 N.Y. 422 (New York Court of Appeals, 1880)
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74 Miss. 37 (Mississippi Supreme Court, 1896)

Cite This Page — Counsel Stack

Bluebook (online)
13 Ohio C.C. (n.s.) 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/redkey-v-worthington-ohcircthighland-1909.