Balduf, Exr. v. Evans

118 N.E.2d 848, 95 Ohio App. 292, 53 Ohio Op. 208, 1953 Ohio App. LEXIS 716
CourtOhio Court of Appeals
DecidedJune 8, 1953
Docket4720
StatusPublished
Cited by3 cases

This text of 118 N.E.2d 848 (Balduf, Exr. v. Evans) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Balduf, Exr. v. Evans, 118 N.E.2d 848, 95 Ohio App. 292, 53 Ohio Op. 208, 1953 Ohio App. LEXIS 716 (Ohio Ct. App. 1953).

Opinion

Conn, J.

The executor of the estate of Robert J. Evans, deceased, began an action in the Probate Court to construe the will of such decedent. The devisees *293 and legatees were made parties defendant. Each of the defendants was served with summons or entered an appearance, except one, which omission is not material here.

On page two of the petition are the following averments :

“During the last sickness of Robert J. Evans in March, 1951, defendant Lucille M. Evans, as the agent, at the direction of Robert J. Evans, got out of the metal box in the back room of the Evans home, the sum of fourteen hundred dollars and deposited the same, along with other funds, in a commercial account in the name of ‘(Mrs.) Lucille M. Evans, agent’ in The Ohio Citizens Trust Company, of Toledo, Ohio. Also in the metal box in the back room in the Evans home at the time of decedent’s death were two bank books, to wit:

“ (a) Savings account number 45,462 in the name of Robert J. Evans with The Home Building and Savings Company; balance January 1, 1951, $708.78.

“(b) Savings account number S 3,054 in the name of Robert J. Evans with The Toledo Trust Company; balance March 5, 1951, $936.80.”

It is alleged further by plaintiff that he is in doubt as to the true construction of such will in respect to the fifth item thereof, “and can not safely proceed without the direction of the court as to whether said $1,400 and the proceeds represented by said two bank accounts pass to Nell Balduf” under such item, which is as follows:

“Fifth. I give and bequeath to Nell Balduf all cash in the box in the desk in the back room of my house.”

A copy of the will of decedent is attached to the petition and made a part thereof. It appears that defendant Lucille M. Evans, under the eighth item of testator’s will, was named as residuary legatee.

*294 The defendant Lucille M. Evans filed an answer to plaintiff’s petition, wherein, by reference to paragraphs, certain allegations of the petition were admitted, and such defendant averred that “there was no box on the desk in the back room.” Defendant Evans admitted that the contents of the box, as described in the petition, had been removed, and that $1,400-was deposited in the bank. Following a general denial, defendant Evans joined in the prayer of plaintiff’s petition that the court find that the $1,400 and the credit represented by the bank books are a part of the residue of decedent’s estate.

The defendant Nell Balduf filed her answer wherein she admitted the allegations in certain paragraphs of plaintiff’s petition by reference to the numbers thereof, notwithstanding the paragraphs were not numbered. Each defendant adopted this method of pleading, which is not approved for the reason that confusion arises as to issues of. fact raised on the pleadings.

Answering further, defendant Balduf averred that testator, Robert J. Evans, for many years kept and maintained the metal lockbox, mentioned in his will, on the desk in the back room of his home; that its location was temporarily changed from time to time by the testator and others at his direction from its usual place on such desk to other locations in the same or other rooms in his residence; that it was the custom, practice and habit of the testator to keep in such box substantial currency, money, cash, checks, bankbooks, money orders and other funds, and to use same to pay current bills and expenses; that it was the further practice of testator, when incapacitated, to direct others to remove certain specified sums from the box for the payment of current expenses and in event of severe illness to orally appoint Lucille M. Evans as his agent *295 to deposit the currency from the box in a bank account in her name as agent in order that she might pay current bills and expenses; that upon his recovery, testator would direct her to reduce the account to currency and restore it to said metal box; and that Lucille M. Evans did act as agent for testator in 1948 and again in 1951 with respect to the currency in the box.

Defendant Balduf averred further that on November 16,1951, the Probate Court had ordered.Lucille M. Evans to restore the funds and the amounts of certain checks to the plaintiff, which she had previously removed from the box in accordance with the instructions of testator, excepting amounts disbursed in payment of current bills, and also to pay to plaintiff the amount of cash found in testator’s wallet, which he had previously taken from the box.

Such defendant alleged further that it was the intention, purpose and will of testator that, under the fifth item of his will, she should have ‘ ‘ all the currency, checks, money orders, bankbooks and other evidence of indebtedness owned by him and customarily kept by him in such metal lockbox,” and that testator on many occasions had advised the defendant that the contents of the metal box had been left to her by his will.

Defendant Balduf prayed that the court find the true intention of the testator as expressed in the fifth item of his will, and order and adjudge that “all money, currency, money orders, checks and bankbooks customarily kept by said testator in said metal box shall pass to and vest in Nell Balduf.”

No other pleadings were filed, and the affirmative allegations in the answers, to which reference has been made, were not traversed. It has been held that in an action brought by executors under favor of Section 10504-66, General Code, for the construction of a will, *296 the petition raises all the issues and that no other pleadings are required. Hood v. Garrett, 53 Ohio App., 464, 5 N. E. (2d), 937. However, it appears to be the practice for interested parties to interplead, and for the court to consider all factual issues raised by the pleadings.

In the instant case, the defendant Evans, referred to hereinafter as appellee, moved the court for judgment on the pleadings. The motion was heard and submitted “for judgment on the pleadings,” was granted, and judgment was entered, the journal entry reciting “that the property described in plaintiff’s petition and in the answer of the defendant Nell Balduf, passes under ‘item eight’ [the residuary clause] of the decedent’s last will and testament.” From the judgment of the trial court, defendant Balduf, referred to hereinafter as appellant, appealed on questions of law. Such appellant assigns as error the action of the trial court in entering judgment on the pleadings.

The practice of entering judgment on the pleadings was known to the common law. This authority of the court has been confirmed and extended in our procedure by statute. Section 11601, General Code. In considering a motion for judgment on the pleadings, the court is required to apply the rule of liberal construction in favor of the party opposing the motion and, also, to give him the benefit of every reasonable inference that tends to support the sufficiency of the pleadings.

In passing on the issue raised by such motion, all allegations of fact well pleaded and not denied are considered as true. This rule is uniformly recognized.

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175 N.E.2d 781 (Marion County Probate Court, 1960)
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Biggs v. Bernard, Exr.
130 N.E.2d 152 (Ohio Court of Appeals, 1954)

Cite This Page — Counsel Stack

Bluebook (online)
118 N.E.2d 848, 95 Ohio App. 292, 53 Ohio Op. 208, 1953 Ohio App. LEXIS 716, Counsel Stack Legal Research, https://law.counselstack.com/opinion/balduf-exr-v-evans-ohioctapp-1953.