Redkey v. Worthington

22 Ohio C.C. Dec. 63
CourtOhio Circuit Courts
DecidedOctober 15, 1909
StatusPublished

This text of 22 Ohio C.C. Dec. 63 (Redkey v. Worthington) is published on Counsel Stack Legal Research, covering Ohio Circuit Courts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Redkey v. Worthington, 22 Ohio C.C. Dec. 63 (Ohio Super. Ct. 1909).

Opinion

WALTERS, J.

Action by Charles C. Bedkey, as executor of the last will and testament of Martin Bedkey, deceased, against William Worthington, as administrator de bonis non with the will annexed of Joseph Worthington, deceased, the Board of Home Missions and Church Extension of the Methodist Episcopal Church, the Board of Foreign Missions of the Methodist Episcopal Church, the Woman’s Foreign Missionary Society of the Methodist Episcopal Church, the.Woman’s Home Missionary Society of the Methodist Episcopal Church, the Methodist Home for the Aged, the Trustees of the East Monroe Methodist Episcopal ^Church, the Leesburg bank of Leesburg, Ohio, and George L. Garrett, Trustee.

Charles C. Bedkey, as executor, etc., plaintiff in error, against William Worthington, as administrator, etc., defendant in error, is in this court on petition in error to reverse the judgment of the court of common pleas.

Joseph Worthington, a resident of this county, died on May 28, 1906, testate. He appointed Martin Bedkey executor of his will. Martin Bedkey died March 18, 1907, before the 'completion of the settlement of his trust under that will. Charles C. Bedkey was appointed executor of Martin Bedkey’s [65]*65will. On October 13, 1905, by the testimony as it is shown here, a will was executed by Joseph 'Worthington. Martin Redkey was present and wrote the will. On the morning of October 14, 1905, Martin Redkey repaired to the residence of Joseph Worthington and informed him that after thinking the matter over 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 to the same by virtue of the provisions of Gen. Code 10504 (R. S. 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 13, 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 Women’s Home and Foreign Societies of the Methodist Episcopal Church, one thousand dollars each.

To the Wednesday Club Library Association of Leesburg, Ohio, the sum of two hundred dollars, 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, Ohio, the said sum for the support of the church.

[66]*66Also 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 reeorde'r’s office, Hillsboro,. Ohio.

To the Methodist Home for the Aged at Cincinnati, Ohio,, 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.

.1 reserve the right to revoke this appointment at any time-during my life.

In testimony whereof I have subscribed my name this 14th day of October, 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. Red-key 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 sum falls back into his estate because the instrument is not such a one as is recognized by law to pass, to the beneficiaries namied, 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 ere-[67]*67ate 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 these 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. s

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 Mannix v. Purcell, 46 Ohio St. 102 [19 N. E. Rep. 572; 2 L. R. A. 753; 15 Am. St. Rep. 562], has defined the elements of a trust as follows:

“Wherevfer there is a trustee there is necessarily a subject of the trust — the estate; an object of the trust — the use, and a cestui que 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 upon the invalidity of that instrument upon those three cases.

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

The first case is Phipps v. Hope, 16 Ohio St. 586, where one Joseph Hope had a note secured by mortgage in the sum of $4,000, and he attempted to give that note to a young man by the name of Phipps, his nephew, who had worked for him [68]*68and labored for him on his farm for a long time, and he attempted to give it to him by the following language:

“The contents of this envelope is to be given to Thomas H.

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Bluebook (online)
22 Ohio C.C. Dec. 63, Counsel Stack Legal Research, https://law.counselstack.com/opinion/redkey-v-worthington-ohiocirct-1909.