Weller v. Weller

32 Ohio N.P. (n.s.) 329, 1934 Ohio Misc. LEXIS 1465
CourtOttawa County Court of Common Pleas
DecidedApril 5, 1934
StatusPublished

This text of 32 Ohio N.P. (n.s.) 329 (Weller v. Weller) is published on Counsel Stack Legal Research, covering Ottawa County Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weller v. Weller, 32 Ohio N.P. (n.s.) 329, 1934 Ohio Misc. LEXIS 1465 (Ohio Super. Ct. 1934).

Opinion

Allyn, J.

This cause came on to be heard on the petition of the plaintiff, Adele Chittenden Weller, as the surviving spouse of Barzillai Worth Weller, deceased, asking for the construction of the provisions in the will of Barzillai Worth Weller, deceased, in favor of said spouse, and for the judgment of the court, and upon certain questions presented in said petition, and upon the answer of the defendant Oscar Leslie Teagarden and the reply of the plaintiff thereto, all of the other defendants being in default for pleading.

The following facts are not in dispute.

The said Barzillai Worth Weller died on May 3, 1932, leaving his widow the said Adele Chittenden Weller and no children. , Surviving him was his mother, Eunice V. Weller. At the time of his death, he was president of The J. Weller Company of Oak Harbor, Ohio. He left a last will and testament which is now before the court for construction and interpretation, a copy of which is as follows:

“I, Barzillai Worth Weller of the village of Oak Harbor, Ohio, do make and publish this my last will and testament.

“Item First: It is my last will that all my just debts and funeral expenses be paid out of my estate and soon after my decease as may be found convenient.

“Item Second: I give, devise and bequeath to my wife, Adele Chittenden Weller, if she survives me, all of my property both real, personal and mixed, of every kind and nature and wheresoever situated, except the capital stock owned by me in The J. Weller Company, to be hers absolutely and forever.

[331]*331“Item Third: If my said wife, Adele Chittenden Weller, shall not survive me then I give and bequeath to Charles W. Sowles and Clara C. Sowles, 58 Lockwood Court, Walnut Hills, Cincinnati, Ohio, three fourths (%) of all my life insurance policies and the earnings thereon, if any, subject to the item hereinafter set forth providing for the payment of my debts.

“Item Fourth: If my said wife, Adele Chittenden Weller, shall not survive me then I give, and bequeath to Eloise Sowles Kraemer, 510 Meadow Road, Chicago, Illinois, one fourth (34) of all my life insurance policies and the earnings thereon, if any, subject to the item hereinafter set forth providing for the payment of my debts.

“Item Fifth: If my said wife shall not survive me then I give, devise and bequeath all of my property of every kind and nature wheresoever situated, except my life insurance hereinabove bequeathed and except the capital stock ownd by me in The J. Weller Company, to Oscar Leslie Teagarden of Oak Harbor, Ohio.

“Item Sixth: I give and bequeath all of the capital stock in the J. Weller Company owned by me at the time of my decease to Oscar Leslie Teagarden, trustee, upon the following terms and conditions, to-wit:

“My said trustee shall have the full power and authority to control said capital stock, to vote the same, draw the dividends thereon and do all other matters and things in and concerning said stock commonly -done by the owner thereof, except that the said Oscar Leslie Teagarden shall not have the right to sell or dispose of said stock during the life of my said wife, Adele Chittenden Weller, without the consent of the said Adele Chittenden Weller.

“If the said Adele Chittenden Weller shall consent in writing to the sale of said stock then my said trustee shall have the right to sell said stock at such price as shall be agreed upon between the said Adele Chittenden Weller and my said trustee.

“If said stock be sold then the proceeds thereof shall remain in said trust fund and be invested in government or municipal bonds or in such other securities as shall be approved by a reputable banker in Ottawa county, Ohio, and consented to by said Adele Chittenden Weller.

“It being my desire that said capital stock be kept in said trust and not sold if a fair return can be made upon the same.

“Of the net income from said capital stock in said trustee shall pay to my said wife, Adele Chittenden Weller, during [332]*332her lifetime the sum of Five Thousand Dollars per year or such part of said Five Thousand Dollars ($5,000.00) as said stock shall earn. All of net income in excess of said Five Thousand Dollars ($5,000.00) shall be paid to the said Oscar Leslie Teagarden,

“The net income shall be divided each year and said trustee shall furnish to the said Adele Chittenden Weller an itemized statement showing the net earnings of such capital stock for the year at the time settlement is made with the said Adele Chittenden Weller for her share of said net earnings,

“Said trustee shall serve without any compensation whatsoever and shall serve without giving bond, unless a demand be filed by the said Adele Chittenden Weller that said trustee give bond, in which case said trustee shall give bond in twice the amount of the value of said capital stock in said trust fund and the premium for said bond shall be paid out of the earnings of said capital stock.

“Said trust shall cease and determine at the death of my said wife, Adele Chittenden Weller and said trustee shall, after paying all of the obligations of said trust, transfer all the principal of said trust fund to the said Oscar Leslie Teagarden and shall pay the net earnings of said capital stock remaining in his hands undistributed and not exceeding the sum of Five Thousand Dollars ($5000.00) to the estate of the said Adele Chittenden Weller, regardless of whether the death of the said Adele Chittenden Weller occurred in the middle of a fiscal year or not.

“All the rest, residue and remainder of said trust fund shall pass to the said Oscar Leslie Teagarden as his absolute property.

“Item Seventh: I further request that a suitable marker be purchased by my executrix hereafter named to conform to the other markers now on the Weller family lot and that the expense of so doing be paid as a debt of my estate.

“Item Eighth: I further provide that all of the debts owed by me, if any, at the time of my death shall be paid out of my life insurance.

“I request that no appraisement be made of any of my household goods.

“I hereby nominate and appoint my beloved wife, Adele Chittenden Weller, to be executrix of this my last will and testament and hereby request that the Probate Court in which this will is probated to permit my said executrix to qualify and act without giving bond.

“I hereby revoke all other wills by me heretofore made.

[333]*333“In Testimony Whereof, I have hereunto set my hand and subscribed my name at Port Clinton, Ohio, this 14th day of December, 1929.

“Barzillai Worth Weller”

“The foregoing instrument was signed at the end thereof by the said Barzillai Worth Weller in our presence and we heard him acknowledge the same as his last will and testament and at his request and in his presence we hereunto respectively subscribe our names as attesting witnesses at Port Clinton, this 14th day of December, A. D, 1929.

Ruel Crawford, resides at Port Clinton, Ohio.

Edna Hess, resides at Port Clinton, Ohio.”

The said will was duly admitted to probate by the Probate Court of Ottawa county, Ohio, and on or about the 14th day of June, 1932, letters testamentary were duly issued thereon by said court to the said Adele Chittenden Weller who duly qualified and entered upon her duties as such executrix.

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Bluebook (online)
32 Ohio N.P. (n.s.) 329, 1934 Ohio Misc. LEXIS 1465, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weller-v-weller-ohctcomplottawa-1934.