Sexton v. Barry

163 Ohio St. (N.S.) 124
CourtOhio Supreme Court
DecidedApril 13, 1955
DocketNo. 34079
StatusPublished

This text of 163 Ohio St. (N.S.) 124 (Sexton v. Barry) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sexton v. Barry, 163 Ohio St. (N.S.) 124 (Ohio 1955).

Opinion

Taft, J.

At the outset, it may he observed that no relief can be given by the Probate Court under complainant’s petition, except with respect to some property of the estate of Patrick Sexton, deceased. See emphasized portion in above quotation of Section 10506-67, General Code. See also Section 10506-73, General Code, and In re Estate of Leiby, 157 Ohio St., 374, 105 N. E. (2d), 583.

Therefore, in order to sustain complainant’s contention that the Probate Court has jurisdiction to give some relief, we would have to decide that the personal property, for which a receipt was given to the executrices in 1930 by those entitled to life interests therein, either (1) could not lawfully have been distributed as it was by the executrices to themselves as those entitled to life interests therein, or (2) remained at least in part property of the estate of Patrick Sexton even after distributed by the executrices to those entitled to life interests therein, or (3) again became property of the estate of Patrick Sexton, deceased, on the termination of those life interests therein.

It is arguable that words, such as those found in the first three sentences of paragraph 4 of Patrick Sexton’s will, would require the executrices to hold the residue either as executrices or as trustees and pay only the income therefrom to themselves as life tenants, especially where such residue was composed entirely. of money and negotiable bonds. See In re Will of von Kleist, 265 N. Y., 422, 193 N. E., 256; Lapham v. Martin, 33 Ohio St., 99, 104, 105; Ratliff v. Warner, 32 Ohio St., 334, 340, 342, 343. If so, they could not lawfully distribute that residue before the termination of the life interests therein. However, if, in his will, Patrick Sexton expressed an intention that possession of the residue should be given to the two daughters to whom he gave life interests therein, that expressed intention must be given effect. Posegate v. South, 46 [131]*131Ohio St., 391, 21 N. E., 641; In re Will of von Kleist, supra; 33 American Jurisprudence, 708, Section 222; 3 Woerner’s American Law of Administration (3 Ed.), 1557, Section 456.

In the fourth sentence of paragraph 4 of his will, Patrick Sexton gave to his two named daughters “so long as they shall share said use and income” and to the one of them, “to whom all of said use and income may accrue,” the “full power and authority to convert” the residue of his estate “into money without the intervention of any court.” The life beneficiaries could certainly not convert any part of the residue into money without having possession of the residue; and they could not so convert it without the intervention of a court if, in doing so, they were acting as executrices or trustees under the supervision of the» Probate Court. Further on in this sentence, the life beneficiary daughters are given “full power to invest and reinvest” the residue. This power would necessarily include a right to possession and control over the residue. Although there is a direction in the third sentence of paragraph 4 of the will for conversion into money at the end of the life interests, there is nothing in the language of the will which requires the executrices to make that conversion. See Posegate v. South, supra; Flickinger v. Saum, 40 Ohio St., 591, 600, 601; Lapham v. Martin, supra, 103. It certainly would not be necessary to have either an administrator or executor or a Probate Court trustee to arrange for such a conversion into money at the end of the life interests.

In our opinion, the language of paragraph 4 of the will clearly expresses an intention that possession of the residue should be delivered to Patrick Sexton’s two daughters as life beneficiaries thereof. That being so,'the money and liberty bonds, for which a receipt was given to the executrices, could lawfully be distributed by the executrices to themselves as those en[132]*132titled to life interests therein. Furthermore, such distribution could lawfully be made without requiring security from the distributees. Posegate v. South, supra, 396; In re Will of von Kleist, supra; Buckman’s Trustee v. Ohio Valley Trust Co., 288 Ky., 114, 155 S. W. (2), 749, 138 A. L. R., 436. See annotations at 14 A. L. R., 1075, 101 A. L. R., 273, 138 A. L. R., 447; Lapham v. Martin, supra; Lapham v. Martin, 38 Ohio St., 538. Thus, in Buckman’s Trustee v. Ohio Valley Trust Co., supra, it is stated:

“* * * where the life tenant is given the possession and use of the property, it is not incumbent upon the executor to require a bond of him. The remainder-man, or someone representing him, may step in, however, and require the execution of a bond, if the life tenant shows a disposition to waste or destroy the property. ’ ’

When such distribution was made, the property so lawfully distributed would thereupon cease to be either property of the estate of Patrick Sexton or subject to any further administration as a part of that estate. Flickinger v. Saum, supra; Ratliff v. Warner, supra; Langley v. Farmington, 66 N. H., 431, 27 A., 224, 49 Am. St. Rep., 624; 3 Woerner’s American Law of Administration (3 Ed.), 1554, 1557, Sections 454, 456.

Thus in Posegate v. South, supra, after a determination that the words of the will expressed an intention that the life tenant was to have possession of the personal property with respect to which she had been given a life estate, it was said in the court’s opinion at page 396:

“It may be, that a court of equity, would have compelled the widow to furnish the legatees of the remainder, an inventory of the property received by her from the executor [see annotation, 45 A. L. R., 519]; and, that a proceeding might have been maintained by them against her to require,security against [133]*133its improper disposition, likely to defeat their estate in it. * * * Bnt we are of opinion, no duty was im: posed upon the executor, to exact an inventory from the widow when he delivered the personal estate to her according to the requirement of the will, or to institute proceedings to protect the donees in remainder; nor, is he responsible for any disposition made of the property by the widow after it lawfully came to her possession, or thereafter accountable for it, in his representative capacity. It cannot be claimed, that any express duty is enjoined by the will upon the executor, with respect to the estate in remainder. He is not required or directed to take charge of the unconsumed personalty, and divide it among the children. It is given by the will directly to them, to be equally divided among them. ’ ’

In the opinion by Lehman, J., in In re Will of von Kleist, supra, it is stated:

“When the testator bequeathed to his children the usufruct of his property with remainder to their issue, it is clear that he intended that the remaindermen should have the right to hold the custodian of the property responsible for the property when the time comes for delivery to them. Where a testator indicates that possession of a fund should be delivered to a life tenant, the life tenant becomes substituted as custodian f-or the executor and is alone accountable for its payment to the remainderman.”

In Langley v. Farmington, supra, it is said in the opinion:

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Related

Buckman's Trustee v. Ohio Valley Trust Co.
155 S.W.2d 749 (Court of Appeals of Kentucky (pre-1976), 1941)
Langley v. Farmington
27 A. 224 (Supreme Court of New Hampshire, 1891)
In Re the Will of Von Kleist
193 N.E. 256 (New York Court of Appeals, 1934)
In Re Estate of Stafford
65 N.E.2d 701 (Ohio Supreme Court, 1946)

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Bluebook (online)
163 Ohio St. (N.S.) 124, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sexton-v-barry-ohio-1955.