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made bequests of $10,000 to each of Bell’s children and $2,000 to
her grandson. The 1981 will contained an “in terrorem” clause,
providing that, if any beneficiary should contest the will, he or
she should receive nothing. In a codicil to the 1981 will,
executed on December 10, 1982, decedent, among other things, made
an additional bequest to Bell of another $100,000.
Decedent’s final will is dated June 29, 1990. It, together
with a trust agreement and codicil (together, the will), disposed
of decedent’s property. Petitioner Kyle C. Brooks, an attorney,
assisted decedent with estate planning and drafted the will.
Bell is a principal beneficiary under the will. Pursuant to
the will, she received the following property, valued as shown:
Partial interest in a residence
located at 325 Wyoming Ave. 1$400,000
Cash 350,000
Rookwood Collectibles 14,134
Cemetery Plots 3,750
Automobile 13,000
Personal Items 34,476
Total 815,360
1 Value of the entire residence.
Pursuant to the will, various Masonic and fraternal
organizations received bequests totaling $22,000, as follow:
Cincinnati Lodge of Elks #5 $1,000
Cincinnati Court, Royal Order of Jesters 1,000
Wyoming Masonic Lodge F&AM #186 10,000
Wyoming Chapter #146 Royal Arch Masons 1,000
Cincinnati Royal & Select Masters #1 1,000
Cincinnati Commandery #3 Knights Templars 1,000
Ancient Accepted Scottish Rite 1,000
Syrian Temple AAONMS 1,000
Cincinnati Chapter Triangle Fraternity 5,000
Total 22,000
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Last modified: May 25, 2011