Rudolph v. Schmalstig

25 Ohio Law. Abs. 249, 9 Ohio Op. 452, 1937 Ohio Misc. LEXIS 976
CourtCourt of Common Pleas of Ohio, Hamilton County
DecidedSeptember 29, 1937
StatusPublished
Cited by1 cases

This text of 25 Ohio Law. Abs. 249 (Rudolph v. Schmalstig) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Hamilton County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rudolph v. Schmalstig, 25 Ohio Law. Abs. 249, 9 Ohio Op. 452, 1937 Ohio Misc. LEXIS 976 (Ohio Super. Ct. 1937).

Opinion

OPINION

By GORMAN, J.

This is an action to 'construe the will of the late Charles Schmalstig of this county, who died on or about August 4, 1935, and whose will was admitted to probate in this county on August 29, 1935.

After directing the payment of his debts and funeral expenses in the fourth, fifth and sixth items of the will, be made twenty-one specific bequests in cash to various individuals and institutions. These bequests total $7,300 in amount. In the seventh item it is provided:

“It is my will that the legacies bequeathed in Items 4th, 5th, 6th sub-items or clauses a, b, c, d, e, f, g, h, i, j, k, 1, m, n, o, p, q, r and s of said Item Sixth shall be paid from income received by my executors and shall be paid at their convenience and I hereby expressly provide that none of said legacies shall at any time bear interest.”

After making several miscellaneous bequests and directions, the testator provided:

“Item Thirteenth: All the rest, residue and remainder of my estate of whatever kind, nature and description and wheresoever situated, I give, devise and bequeath to Julius Mathias Schmalstig and Charles Francis Blum, in trust however, for the uses and purposes in this my will stated in Items Fourteenth and Fifteenth hereof. Under the powers hereinafter given them, they shall keep the trust estate invested and make re-investments. They shall have, hold and manage the same for and during the natural lives of my nephews and nieces, namely, Julius Mathias Schmalstig, Emma Elizabeth Hughes, Gertrude Eleanora Mary Distel, Martha Clara Huelsmann, Carl William Schmalstig, Clara Annabella Tilly, Petranella Wilhelmina B. Chambers, Charles Francis Blum, Margaretha Marie Rudolph, Elsie Louisa Philomena Rudolph, Angelina Mary Josephine Amelia Schlueter, Carl Henry Rudolph and Francis Xavier Rudolph, living- at my decease; and for and during the natural lives of their respective children and grandchildren living at my decease; and for and during the natural life of the longest liver of said- nephews and nieces and said’ children and grandchildren living at my decease and for and [251]*251during the twenty-one (21) years next succeeding the death ol such longest liver of them.
“Item Fourteenth: The income of the trust estate created' in Item Thirteenth hereof during the term of said trust as in said Item fixed or to the termination of said trust by vote as herein authorized shall be used and applied as follows:
“Said trustee shall:
“(a) Fay all the expenses of the trust and a reasonable compensation to themselves for their services, which compensation shall be equally divided.
“(b) They shall next pay to my brother, George Schmalstig for and during his natural life the sum of One Hundred and Fifty ($150) Dollars each quarter of a ■ year.
“(c) The remainder of the income shall be paid quarterly as follows:
“To Julius Mathias Schmalstig; to Emma Elizabeth Hughes; to Gertrude Eleanora Mary Distel; to Martha Clara Huelsmann; to Clara Anuabella Tilly; to Petranella W. B. Chambers; to Charles Francis Blum; to Angelina Mary Josephine • Schluter; to Carl Henry Rudolph and Carl William Schmalstig, each a two-twenty-eights (2/28) part thereof for and during their natural lives.
“To Margaretha Marie Rudolph; to Elsie L. O. Rudolph and Francis Xavier Rudolph, each a one-twenty eights (1/28) part thereof for and during their respective natural lives, but as each of these last three named hereafter become married, the share of each so marrying shall and is hereby increased for and during his or her natural life to a two-twenty-eighth (2/28) part instead of said one-twenty-eighth (.1-28) part.
“To Anna Maria Schmalstig, widow of my deceased brother Julius J. Schmalstig, a two-twenty-eighth (2/28) part thereof during her natural life, to cease however, on her re-marriage.
“Should any of those above named entitled at any time to a two-twenty-eighth (2/28) part of said income (except said Anna Maria Schmalstig) die before me or after me, then such two-twenty-eighth (2/28) part shall pass for life to his or her respective descendant or descendants per stirpes and thereafter in succession for life as a descendant dies to his or her descendant or descendants per stirpes and in default of a descendant or descendants, such payment shall lapse.
“And it is my will that undistributed income at each quarter arising either by the division of the income into twenty-eight parts or by lapses, shall be distributed at the next quarterly distribution of income.
“Item Fifteenth: Should the trust created in Item Thirteenth hereof not terminate within forty (40) years from my death, then1 at the end of forty (40) years from my death, the persons then sharing in the distribution of the income of the trust estate excepting my brother George and Anna Maria Schmalstig, shall by vote determine whether the trust shall continue in force or shall stand terminated as of a fixed day and a majority vote shall be conclusive on all. Those incapacitated to vote by reason of non-age or mental incapacity shall be represented by their guardians. It is my will that on the last day of the trust as limited as to time in Item Thirteenth hereof, or by vote as in this item permitted, my said trustees shall pay and distribute the trust estate among my nephews and nieces of my blood living at the time of such distribution and the descendants then living of my nephews and nieces of my blood that are then deceased, such distribution to be per capita and not per stirpes. Provided, however, should my brother George and Anna Maria Schmalstig both or either be then living, then my said trustees shall retain a sufficient fund, the income of which will enable them to pay to my said brother, said One Hundred and Fifty ($150) dollars each quarter, which sum shall be paid her in lieu of such two-twenty-eighth (2/28) part of the income as hereinbefore directed to be paid to her. And as and when either of said two named dies, a distribution of so much of the fund as will not be required to be further kept to produce an income necessary to make the payments to the survivor of them shall be distributed among my nephews and nieces of my blood living at such death and to the descendants living at such death of my nephews and nieces of my blood that are then deceased, such distribution to be per capita and not per stirpes; and the remainder of the fund shall be distributed-on the death of the survivor of said two among my nephews and nieces of my blood living at the death of such survivor and to the descendants living at the death of such survivor of my nephews and nieces of my blood that are then deceased, such distribution to be per capita and not per stirpes.”

Julius Mathias Schmalstig and Charles F. Blum were appointed as executors under the will.

[252]*252It is claimed in brief by the plaintiff, that because of the provisions of the seventh item, the provisions of the thirteenth item violate the rule against perpetuities in that there is a possibility' that the legal title to the estate may not vest during lives in being and twenty-one years thereafter.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Thomas v. Harrison
92 Ohio Law. Abs. 175 (Cuyahoga County Probate Court, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
25 Ohio Law. Abs. 249, 9 Ohio Op. 452, 1937 Ohio Misc. LEXIS 976, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rudolph-v-schmalstig-ohctcomplhamilt-1937.