Defendants-appellants, Alan W. Havighurst and Douglas A. Havighurst, have taken the instant appeals from the entry of a declaratory judgment favorable to plaintiff-appellee, First National Bank of Southwestern Ohio (“FNB”), in its capacity as the executor for the estate of Walter E. Havighurst. 1 Appellants present on appeal three assignments of error, in which they challenge the balance struck by the probate court in weighing the evidence before it, the dénial of then-demands for a jury trial, and various evidentiary rulings. Finding no merit to any aspect of the challenges advanced on appeal, we affirm the judgment of the court below.
The parties’ dispute centers on a charitable trust created by the last will and testament of FNB’s decedent, Walter E. Havighurst (“testator”). The testator executed the will creating the trust on September 7, 1988, and amended it by a codicil dated October 11, 1989. The testator died on February 3, 1994, and, on February 11 of the same year, the will was admitted to probate.
The will made specific bequests of money and/or property to the testator’s heirs, including the appellants, and to Miami University, where the testator had served as a professor until his retirement. The will then bequeathed the balance of the testator’s estate to FNB, in trust, and directed that it “be used * * * to promote and fund educational projects through the Miami University International Center * * * for building cross-cultural understanding between the peoples of the United States of America and the Union of Soviet Socialist Republics.”
On October 20, 1994, FNB, as executor of the testator’s estate, filed an action in the Probate Division of the Butler County Court of Common Pleas, seeking declaratory relief regarding the viability of the trust in the wake of the December 1991 dissolution of the USSR. Specifically, FNB sought declarations that the trust created no reversionary interest in the testator’s heirs; that the will creating the trust authorized FNB, as trustee, to fund “programs related to the [USSR] as it previously existed * * * [and] programs related to the people and institutions previously or currently located within the areas formerly occupied by the [USSR]”; and that the trust was to be funded and executed according to its terms.
*174 Appellants each responded to FNB’s complaint with an answer and a counterclaim for declaratory relief. In their counterclaims, as subsequently amended, appellants sought declarations that the political, economic and social conditions of the USSR at the time that the will was executed differed significantly from the conditions at the time that the complaint was filed; that the trust cannot be carried out in accordance with its terms; that Miami University’s conduct and its status as an instrumentality of the state of Ohio precludes the preservation of the trust under any equitable doctrine; that the proposed gift by trust has thus failed; and that the residuary estate thus constitutes intestate property that must pass pursuant to R.C. 2105.06, the statute of descent and distribution. Douglas Havighurst, in his counterclaim, additionally and in the alternative sought the implementation of a plan that would require the participation of the testator’s heirs and would promote “conflict management]];] * * * the reduction of tribal, racial, and ethnic aggression; and [the] management of nuclear materials.”
The matter was tried to the probate court, and on December 15, 1995, the court entered its opinion and judgment entry of declaratory judgment, in which it construed the will to preserve the trust. On February 20, 1996, the court, upon appellants’ motions, issued its amended entry of declaratory judgment and findings of fact and conclusions of law, and these appeals ensued.
I
In their first assignment of error, appellants contend that the probate court erred in declining to declare that the testator’s attempted gift in trust had failed and, upon such declaration, to distribute the trust assets to the heirs at law, when the dissolution of the USSR necessitated the termination of the trust. Appellants thus, in effect, assail the dismissal of their amended counterclaims and, in essence, challenge the balance struck by the probate court in weighing the evidence adduced at trial. We find no merit to this challenge.
A probate court, in a declaratory judgment action, is authorized to construe a will and to declare the rights and legal relations of persons interested in the administration of an estate or a trust. See R.C. 2101.24(A)(T)(k), 2721.03 and 2721.05(C). The court below, in its amended entry of declaratory judgment, declared that the trust created by the testator’s will was a charitable trust and that the will created no reversionary interest in the testator’s heirs. The court construed the will’s use of the term “Union of Soviet Socialist Republics” to also mean the “former Union of Soviet Socialist Republics” and construed the will’s use of the term “Soviet Union” to also mean the “former Soviet Union.” Finally, the court ordered that the trust be “fully funded and carried out in accordance with its terms.”
*175 We note at the outset that, in the opinion accompanying the initial entry of declaratory judgment, entered on December 15, 1995, the probate court, having construed the terms “Union of Soviet Socialist Republics” and “Soviet Union” to preserve the trust, concluded that its application of the doctrines of cy pres and deviation would have yielded the same result. The court’s amended entry of declaratory judgment and its findings of fact and conclusions of law, entered on February 20, 1996, superseded the court’s December 1995 opinion and entry of judgment, yet manifested the purpose expressed by the court in its superseded opinion to construe the will to uphold the trust without resort to the doctrines of cy pres or deviation. We agree that any discussion of the doctrines would be superfluous. Therefore, we do not reach those aspects of appellants’ challenge on appeal that are predicated upon the probate court’s alleged misapplication of the doctrines.
Turning then to the merits of appellants’ first assignment of error, we note that a court’s sole purpose in construing a will is to ascertain and effectuate the intention of the testator. The court must discern the testator’s intention from the language of the will.
Carr v. Stradley
(1977),
The court below preserved the trust by construing the terms “Union of Soviet Socialist Republics” and “Soviet Union” to also mean the “former Union of Soviet Socialist Republics” and the “former Soviet Union.” The court’s construction of these terms was based upon its conclusions that the testator’s “primary purpose” in creating the trust was “educational”; that “[t]he testator intended the terms ‘Union of Soviet Socialist Republics,’ ‘Soviet Union,’ and ‘Soviet’ to primary be [sic] descriptive of the ‘peoples’ that inhabited that area of the world”; and that the testator did not intend that the continued existence of the USSR as a “political entity” be an “integral factor in * * * the creation and administration of the [trust].” These conclusions were, in turn, based upon the court’s reading of the text of the will creating the trust and upon testimony adduced at trial that the word “peoples,” as used in the will, could be construed to mean the “ethnic * * *, cultural * * *, linguistic, [and] religious communities” within a “geographical area.”
Appellants’ counterclaims were predicated upon the assertion that the testator’s aim in creating the trust was to ease Cold War tensions between the United *176 States and the USSR and that, with the demise of the USSR and the concomitant end of the nuclear threat that was the Cold War’s most salient feature, the trust has failed in its essential purpose. As we noted above, the probate court found the language of the will and the evidence adduced at trial to bespeak a purpose on the part of the testator in creating the trust that was educational rather than political, and more personal than institutional. Furthermore, the evidence was uncontroverted that the region still possesses a nuclear capacity that, with the demise of the USSR as a political entity and the consequent destabilization of the region, continues to pose a threat to the United States.
The Ohio Supreme Court in
C.E. Morris Co. v. Foley Constr. Co.
(1978),
II
In their second assignment of error, appellants challenge the denial of their demands for a jury trial. This challenge is equally untenable.
The Seventh Amendment to the United States Constitution secures the right to a jury trial in a civil action. This guarantee is not, however, applicable to the states.
Minneapolis & St. Louis RR. Co. v. Bombolis
(1916),
The right to a jury trial may also be extended by statute. R.C. 2721.10 governs the determination of issues of fact in a declaratory judgment action and provides that “such issue[s] may be tried and determined in the same manner as issues of fact are tried and determined in other civil actions in the court in which the proceeding is pending.” R.C. 2101.31, which governs the determination of issues of fact in proceedings before a probate court, provides that “[a]ll questions *177 of fact shall be determined by the probate judge, unless he orders them tried by a jury * * *.”
Appellants endorsed upon their answers and counterclaims demands for a jury trial. The probate court, upon FNB’s motion and following a hearing on the matter, exercised the discretion conferred by R.C. 2101.31 and denied appellants’ jury demands.
Appellants contend that the probate court’s denial of their demands for a jury trial constituted an error of law and an abuse of discretion. We disagree.
A
The Ohio Supreme Court in
Renee v. Sanders
(1953),
R.C. 2101.24(A)(l)(j) and (k) grant the probate court exclusive jurisdiction “[t]o construe wills” and “[t]o render declaratory judgments.” R.C. 2101.24(B)(1)(b) grants the probate court jurisdiction, concurrent with the general division of the common pleas court, “to hear and determine * * * [a]ny action that involves * * * a charitable trust.”
In its complaint, FNB invoked the jurisdiction conferred upon the probate court by R.C. 2101.24 and sought declaratory relief involving the charitable trust created by the testator’s will. Appellants’ counterclaims sought contrary declaratory relief regarding the trust. R.C. 2101.31, therefore, controlled the proceedings at trial and vested the probate court with the discretion to determine whether the factual issues presented in the complaint and the counterclaims would be tried to a jury.
*178
We perceive the relief sought in FNB’s complaint and appellants’ counterclaims to be predominantly equitable in nature. See
Gearhart v. Richardson
(1924),
B
Our analysis of appellants’ alternative challenge to the denial of their jury demands proceeds from the R.C. 2721.10 requirement that issues of fact in a declaratory judgment action be tried “in the same manner as issues of fact are tried and determined in other civil actions in the court in which the proceeding is pending.” R.C. 2311.04, which governs the proceedings in the general division of the common pleas court, provides:
“Issues of fact arising in actions for the recovery of money only, or specific real or personal property, shall be tried by a jury * * *.
“All other issues of fact shall be tried by the court, subject to its power to order any issue to be tried by a jury * *
Thus, the determination of whether factual issues in a declaratory judgment action will be tried to a jury, while purely a matter of discretion in the probate court, may be a matter of right in the general division of the common pleas court.
Appellants assert that this statutory scheme creates an irrational legislative distinction, in violation of the equal protection guarantees of Section 2, Article I of the Ohio Constitution and the Fourteenth Amendment to the United States Constitution. This challenge fails in its central premise.
We note at the outset that the Ohio Supreme Court in its decision in
Renee, supra,
The constitutionally secured guarantee of equal protection under the law “ ‘implies that all litigants similarly situated may appeal to courts for both relief and defense under like conditions, with like protection, and without discrimination.’ ”
Conley v. Shearer
(1992),
As we noted above, the probate division and the general division of the common pleas court have concurrent jurisdiction to hear and determine an action involving a charitable trust. R.C. 2101.24(B)(1)(b). FNB, therefore, could have instituted and maintained its declaratory judgment action in either the probate division or the general division of the common pleas court.
Once FNB chose to proceed in probate court, appellants’ options were limited. As between courts of concurrent jurisdiction, the court that first acquires jurisdiction over the parties has exclusive jurisdiction to adjudicate the matter.
Kane v. Kane
(1946),
Appellants’ equal protection challenge is thus premised upon their contention that had FNB instituted its declaratory judgment action in the general division, rather than the probate division of the common pleas court, R.C. 2311.04, rather than 2101.31, would have governed the proceedings at trial and would have mandated that the factual issues be tried to a jury. We are not persuaded, however, that R.C. 2311.04 would have conferred upon appellants a right to a jury trial on the factual issues presented in the complaint and in their counterclaims.
*180
As we noted above, R.C. 2721.10 and 2311.04 mandate a jury trial of factual issues arising in a declaratory judgment action instituted in the general division of the common pleas court if the action is construed to be
“for the recovery
of money only, or specific real or personal property.” The right to a jury trial thereby conferred depends upon the nature and character of the relief sought.
Erie Ins. Group v. Fisher
(1984),
When the relief sought is equitable, R.C. 2311.04 confers no right to a jury trial.
Erie Ins. Group, supra,
In its complaint, FNB sought declaratory relief involving the charitable trust created by the testator’s will. Appellants, in their counterclaims, sought contrary declaratory relief regarding the trust, including a declaration that the proposed gift by trust has failed and that the residuary estate thus constitutes intestate property that must pass pursuant to the statute of descent and distribution.
The factual issues thereby presented cannot'be said to have arisen in an action “for the recovery of money only, or specific real * * * property.” Nor are we persuaded that appellants’ counterclaims transformed the action into one “for the
*181
recovery of * * * personal property.” Even if we were to so characterize appellants’ counterclaims, based upon their prayer for a declaration requiring the intestate distribution of the property, such relief would merely be incidental to the declaratory relief sought and would ripen only upon the entry of declaratory relief favorable to appellants. See
Murello Constr. Co., supra,
We conclude, instead, that the relief sought was primarily and predominantly equitable. See
Gearhart, supra,
In the absence of such a right, the challenged statutory scheme does not, with respect to appellants, create the legislative distinction upon which their equal protection argument rests. We, therefore, hold that the probate court’s exercise of the discretion conferred by R.C. 2101.31 to deny appellants’ demands for a jury trial did not violate their constitutionally secured rights to equal protection under the law. 4
Having thus determined that the probate court’s denial of appellants’ demands for a jury trial constituted neither an error of law nor an abuse of discretion, we overrule the second assignment of error.
Ill
In their third and final assignment of error, appellants challenge the probate . court’s exclusion of evidence relevant to the testator’s intention in establishing the trust and to the issue of whether the trust had failed in its purpose. We find no merit to any aspect of this challenge.
A
As we noted above, the probate court preserved the trust by construing the terms “Union of Soviet Socialist Republics” and “Soviet Union” to also mean the “former Union of Soviet Socialist Republics” and the “former Soviet Union.” .This construction was based, in part, upon testimony by a witness for FNB that the word “peoples,” as used in the will, could be construed to mean the “ethnic * * *, cultural * * *, linguistic, [and] religious communities” within a “geographical area.” Appellants contend that the probate court precluded them from *182 demonstrating that the proposed “change [in] nomenclature” would effect a substantive change in the provisions of the trust, when the court sustained FNB’s objection to defense counsel’s attempt to elicit testimony, upon cross-examination of the witness, that the trust “is impractical and in fact impossible to carry * * * out as written.”
The question posed by defense counsel, in essence, sought expert opinion testimony on the dispositive issue posed by appellants’ counterclaims, i.e., whether the trust had failed in its essential purpose. Evid.R. 702 and 704 permit expert opinion testimony that embraces the ultimate issue to be decided by the trier of fact if (1) the witness is qualified as an expert “by knowledge, skill, experience, training or education”; and (2) “scientific, technical, or other specialized knowledge” will assist the trier of fact to understand the evidence or to decide an issue of fact.
The witness from whom the excluded testimony was sought was qualified as an expert on “international affairs,” not the law. He, therefore, did not possess the qualifications to render an expert opinion on the legal effect of a “change [in] nomenclature” on the trust. Alternatively, the probate court might well have concluded that whatever specialized knowledge the witness did possess would have been of no assistance to the court, as the trier of fact, in resolving the issue before it. We, therefore, find no error in the court’s exclusion of this testimony.
B
Appellants also sought, without success, to introduce into evidence a will that the testator allegedly executed in 1987 to show the testator’s intention in executing the 1988 will creating the trust. As we noted above, a court, in construing a will, may look beyond the language of the will and consider extrinsic evidence to aid in its determination of the testator’s intention when the language of the will creates doubt as to its meaning.
Oliver,
C
Finally, the probate court sustained FNB’s objection to defense counsel’s attempt to elicit, on cross-examination of FNB’s international affairs expert, *183 testimony as to whether, at the time that the will creating the trust was executed, “the mind that wrote [the will] and understood and signed it could * * * possibly have been thinking the same [as] we are thinking today.” We perceive no error in the court’s exclusion of this testimony.
The witness clearly lacked the requisite firsthand knowledge to offer testimony or to express a lay opinion as to the testator’s “thinking” in executing the will creating the trust. See Evid.R. 602 and 701. The court, again, might reasonably have excluded expert opinion testimony to that effect, either on the ground that the witness was not qualified to express an expert opinion on the matter or on the basis that expert opinion testimony would not have been helpful to the court’s resolution of the issue. See Evid.R. 702. Furthermore, we cannot say that the court’s refusal to consider such extrinsic evidence relevant to the testator’s intention constituted an abuse of discretion.
Finding no merit in any of appellants’ evidentiary challenges, we overrule the third assignment of error.
Having thus considered and found wanting each of appellants’ three assignments of error, we affirm the judgment of the trial court.
Judgment affirmed.
Notes
. These appeals have been consolidated for purposes of briefing, argument, and disposition.
. State and federal law provide essentially the same standard for assessing an equal protection violation.
Adkins v. McFaul
(1996),
. This principle may be seen as a logical extension of the Ohio Supreme Court’s decisions in
Nordin v. Coulton
(1943),
. Appellants lack standing to mount a third-party equal protection challenge to this legislative scheme. See
Cincinnati v. Thompson
(1994),
