Augenstein v. Augenstein

737 N.E.2d 613, 107 Ohio Misc. 2d 44, 2000 Ohio Misc. LEXIS 28
CourtMarion County Court of Common Pleas
DecidedFebruary 2, 2000
DocketNo. 97 CV 0270
StatusPublished
Cited by1 cases

This text of 737 N.E.2d 613 (Augenstein v. Augenstein) is published on Counsel Stack Legal Research, covering Marion 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
Augenstein v. Augenstein, 737 N.E.2d 613, 107 Ohio Misc. 2d 44, 2000 Ohio Misc. LEXIS 28 (Ohio Super. Ct. 2000).

Opinion

Richard M. Rogers, Judge.

I. Prologue

This matter came on for trial to the bench on the complaint of the plaintiff, Earl R. Augenstein, the complaint of the intervenor, Eleanor Augenstein, and the answer of the defendants. The original complaint was filed by Earl R. Augen-stein, father of the defendants, alleging that two quitclaim deeds executed by him on February 20, 1996 were procured by fraud, and requesting that the deeds be [48]*48declared void. The plaintiff, Earl R. Augenstein, died on November 11, 1997. The surviving spouse of Earl R. Augenstein, Eleanor Augenstein, moved for leave to intervene in the action, which was allowed. On December 10, 1998, the parties filed a stipulation that the judgment of this court would apply equally to the estate of Earl R. Augenstein and to Eleanor Augenstein.

The facts demonstrate that the decedent, Earl R. Augenstein, entered a nursing home in January 1995. At that time, he still owned approximately one hundred sixty acres of land that had been in the family for many years. Earl’s previous spouse, the mother of the three defendants, John Augenstein, Marilyn Trefz, and Jim Augenstein, died in 1994. During his stay in the nursing home, the defendants managed Earl’s farm in conjunction with Jim’s farm on adjoining acreage. Jim’s wife, Jackie, acting through a power of attorney, had been paying all of Earl’s bills from Earl’s checking account, even prior to his entering the nursing home. After Earl entered the nursing home, a divorce action was filed between Jackie and Jim, and Jim moved into the house on Earl’s farm. The power of attorney was later granted to John Augenstein. During his stay in the nursing home, Earl became acquainted with Eleanor Chapman, now known as Eleanor Augenstein, the intervening plaintiff.

In February 1996, Earl R. Augenstein executed two documents that purported to transfer his one-hundred-sixty-acre farm to his three children, John, Marilyn, and Jim, reserving a life estate for himself. In March 1996, Earl left the nursing home and took up residence with Eleanor, and they were married soon thereafter. At the time that Earl left the nursing home, Jim was still in Earl’s house with the divorce pending. Jim soon moved out of Earl’s house, and Earl and Eleanor moved in.

, The death of Earl has created a question of entitlement in his estate, and, specifically, the contested interests in the real property. Should the plaintiffs be successful in this action, Eleanor would be entitled to share in Earl’s estate, which would then include the contested real estate. Accordingly, during the pendency of this action, Eleanor asked for and received a preliminary injunction, prohibiting John, Marilyn, and Jim from interfering with her use of the farmhouse. Jim has continued to farm the tillable acreage, although not without friction between the parties.

The complaint was stated in terms of fraud and asked that two quitclaim deeds, which purported to convey the farm of Earl R. Augenstein to “himself, Earl R. Augenstein, for the remainder of his natural life, remainder equally to his children, James G. Augenstein, John R. Augenstein, and Marilyn K. Trefz,” the defendants, be held invalid. The allegations of the complaint of Eleanor Augen-stein were essentially the same.

[49]*49At trial, the plaintiffs attacked the deeds in question on two fronts. First, the plaintiffs alleged that the language utilized in the deeds was inadequate to convey an immediate fee simple interest in the real property. While this issue was not included in the pleadings, all parties addressed the issue, and the court finds that the issue was tried by mutual consent.

Second, the plaintiffs contended that the defendants exerted undue influence on the decedent, Earl R. Augenstein, and also engaged in fraud to persuade Earl to sign the deeds. If plaintiffs were to succeed on the first issue, the second would be rendered moot. Therefore, the court will first consider the adequacy of the questioned deeds.

II. The deeds

A. Arguments

The plaintiffs presented expert testimony from Mark Sinkhorn, an attorney who is employed by Lawyer’s Title and who regularly passes on the sufficiency of deeds for purposes of issuing title insurance. Sinkhorn questioned the validity of the deeds, specifically, the unusual language employed in the deeds. He was not convinced that the deeds made a “present conveyance out.” He was distressed by the “atypical form,” the absence of the use of terms such as “heirs,” and stated that the document “does not express intention clearly.” Sinkhorn acknowledged that R.C. 5302.18 provides for creating an interest in oneself, but felt that the statute was inapplicable in this situation. He was also unhappy with the questions that would be created if one of the named children/grantees predeceased the grantor. However, it is significant to note that Sinkhorn would not say that the document was void.

The defendants countered with the expert testimony of Michael Braunstein, a Professor of Law at Ohio State University since 1986. Professor Braunstein opined that preparation of a deed is largely a matter of the intention of the grantor. He did say that he was not familiar with the traditional language in Ohio practice. However, in commenting on Sinkhorn’s opinion, he stated that lawyers tend to be conservative, especially in real property matters. He concluded that the deeds at issue clearly expressed the grantor’s intention, granting a “right to possession, and control, and upon your death it passes to your children.” In his opinion, this language is consistent with a current intention to transfer. He further stated that “intent is important in construing the deed,” and that the “intent expressed by the document should control.” He further relied on R.C. 5302.18, which states: “A deed in which a grantor is also a grantee is effective to convey the interest in the title of the grantor or grantors to all of the grantees in the proportion and manner indicated in the deed.”

[50]*50B. Findings

The court finds that the déeds are sufficient for the purposes intended, that is, to convey the subject properties to James G. Augenstein, John R. Augenstein, and Marilyn K. Trefz, while reserving a life estate to Earl R. Augenstein. Ohio does not require the use of specific language to convey property. R.C. 5301.02. If the intent is clear, and the deed is properly executed, it is sufficient to convey the property. See Laymon v. Bennett (1944), 75 Ohio App. 233, 42 Ohio Law Abs. 561, 30 O.O. 581, 61 N.E.2d 624.

The intent in the subject deeds is clear and unambiguous. Although certain circumstances could have created problems for the remaindermen, and while such considerations might be important to one who guarantees the title, those matters are not at issue in this case. “Common words appearing in a written instrument will be given their ordinary meaning unless manifest absurdity results, or unless some other meaning is clearly evidenced from the face or overall contents of the instrument.” Alexander v. Buckeye Pipe Line Co. (1978), 53 Ohio St.2d 241, 7 O.O.3d 403, 374 N.E.2d 146, paragraph two of the syllabus; see, also, Aultman Hosp. Assn. v. Community Mut. Ins. Co. (1989), 46 Ohio St.3d 51, 54, 544 N.E.2d 920, 923.

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Bluebook (online)
737 N.E.2d 613, 107 Ohio Misc. 2d 44, 2000 Ohio Misc. LEXIS 28, Counsel Stack Legal Research, https://law.counselstack.com/opinion/augenstein-v-augenstein-ohctcomplmarion-2000.