Wiley v. Bricker

11 Ohio Cir. Dec. 429
CourtOhio Circuit Courts
DecidedSeptember 15, 1900
StatusPublished
Cited by3 cases

This text of 11 Ohio Cir. Dec. 429 (Wiley v. Bricker) 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
Wiley v. Bricker, 11 Ohio Cir. Dec. 429 (Ohio Super. Ct. 1900).

Opinion

VOORHEES, J.

Plaintiff as executor of the last will and testament of Ada M. Bricker, deceased, brought an action in the court of common pleas of this county, under Sec. 6202, Rev. Stat., asking direction of the court respecting the estate and the construction of the eighth item of her will, which is in words following:

“ Item 8th. I give and bequeath to my sister Harriet E. Bricker and my brother Joseph P. C. Bricker, each one fourth of the residue of my estate; and to the children of my brother John T. Bricker, remainifig one-half of such residue; said bequest to the children of my brother John T. Bricker to be shared by them equally, and to be paid to them .respectively as they arrive at the age of majority,the shares of said children to be kept at interest by my executor until so paid.”

At the time of the execution of the will and the death of the testatrix, said John T. Bricker had only three children, namely, William T. Bricker, Albert T. Bricker and Mary T. Bricker; William T., the eldest, became of age on December 19, 1899; and the testatrix, Ada M. Bricker, died prior thereto, to-wit: on October 26, 1887. Since the death of the testatrix, and before said William T. Bricker became of age two other children were born to the said John T. Bricker, namely, Ellen and Margaret Bricker.

The contention, and the only contention, arises under the eighth item of the will, and is between the children of John T. Bricker, who were born prior to and were living at the time of the execution of the will, and prior to the death of the testatrix, and the two born after her death, and before said William T. Bricker, the eldest child of John T. became of age.

The former contend that they are entitled to the bequest mentioned in said eighth item, exclusive of the two children born after the making of the will.

The bequest in this case, is to the children of the testatrix’s brother, John T. Bricker, without naming them, or in any way designating them as by number, or children then living.

The general rule, that a will speaks as of the death of the testator, is subject to the qualification that, when a testator expressly refers to a condition of things as existing at the time of the execution, it will speak as of that date. Board of Ed. v. Ladd, Admr., 26 Ohio St., 210-213.

[431]*431.Under this rule of construction or exception, if the testator devises property to children as a class, whom he describes as now living, meaning at the execution of the will, only those who are living at that date will be entitled to take, to the exclusion of the heirs of those who have died before the execution, and of children who are born subsequently thereto. And a devise to children who are specifically named, is a devise to them as individuals and not as a fluctuating class. 2 Underhill on the law of Wills, section 552.

Where the gift is simply to the children of the testator, or to the children of A, and it is not preceded by a prior life estate, but is stated in general terms to be payable when the beneficiaries attain twenty-one years of- age, such children only will take who are in being at the death of the testator, or who come into existence before the eldest child, who is also living at the death of the testator, shall attain twenty-one years of age, including in each case a child en ventre sa mere, and the issue of a child deceased between the death of the testator and the date of distribution. Ib., section 554.

“ WThere a legacy is given to a class of individuals in general terms, as to the children or grandchildren of a person named, and no period is fixed for distribution, the time for distribution will be the death of the testator. Viner v. Francis, 2 Cox C. C., 190; Devisme v. Mello, 1 Bro. C. C., 537; 2 Jarman on Wills (6 Ed.), 1010, and the cases cited. * * * But, where the distribution is by the terms of the will deferred to some time after the testator’s death, the gift will embrace not only all the children or members of the class living at the death of the testator, but all those who shall subsequently come into existence and are living at the time designated for the distribution. If the bequest is a present bequest, the beneficiaries who are in esse at the death of the testator will take vested interest in the fund, but subject to open and let in after-born children who shall come into being and belong to the class at the time appointed for the distribution, and, where the distribution is postponed until the attainment of a given age by the children, the legacy will apply only to those who are living at the death of the testator and who shall come into existence before the first child attains the age named, this being the period when the fund is first distributed with respect to any member of the class.”

Where the members of a class take vested interest in a legacy distributable at a period subsequent to the death of the testator, but subject to open and let in after-born children, they take their vested interest in their share subject to the distribution of those shares as the members of this class are increased by future births, and, on the death of any of the children previous to the period for distribution, their shares will go to their respective representatives. Tucker v. Bishop, 16 N. Y., 402; Thomas v. Thomas, 149 Mo., 426, s. c. 73 Am. St. Rep., 405.

The rule as to ascertainment of the class to take a gift to be paid at a certain age, or to such as attain a certain age, is concisely laid down in Theobald on Wills, 143, 144, and cited in 2 Jarman on Wills, (5 Am Ed.) p. 712, note 13 :

“ First — If any member of a class attain twenty-one in the testator’s lifetime, the class is fixed at the testator’s death (not including a child en ventre at the testator’s death).
“ Second — If not, all born at the testator’s death and coming into existence before the eldest attain twenty-one, are admitted.”
[432]*432“It has also been established,” says Jarman, lb, “ that where the period of distribution is postponed until the attainment of a given age by the children, the gift will apply to those who are living at the death of the testator, and who come into existence before the first child attains that age, i, e., the period when Lhe fund becomes distributable in respect to any one object, or member of the class. * * * Thus, where a legacy is given to the children, or to all the children of A, to be payable at the age of twenty-one, or to Z for life, and after his decease to the children of A, to be payable at twenty-one, and it happens that any child in the former case at the death of the testator, and in the latter at the death of Z, have attained twenty-one, so that his or her share would be immediately payable, no subsequently born child will take; but if at the period of such death no child should have attained the age of twenty-one, then all the children of A, who may'subsequently come into existence before one shall have attained that age will be also included. (In short, whichever event happens last marks the period of distribution and for ascertaining the class.)”
“The judicial disposition, ” says Schouler on Wills, (2 Ed.) sec. 530', “ is to let in subsequent issue and near relations of a class as generously as possible where the terms of the will justify a distinction.

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Bluebook (online)
11 Ohio Cir. Dec. 429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wiley-v-bricker-ohiocirct-1900.