Ballard v. Ballard

26 Ohio C.C. (n.s.) 490
CourtLucas Circuit Court
DecidedOctober 6, 1916
StatusPublished

This text of 26 Ohio C.C. (n.s.) 490 (Ballard v. Ballard) is published on Counsel Stack Legal Research, covering Lucas Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ballard v. Ballard, 26 Ohio C.C. (n.s.) 490 (Ohio Super. Ct. 1916).

Opinion

Chittenden, J.

Error to the court of common pleas.

This action was begun by the plaintiffs in error in the court of common pleas to contest the validity of the last will and [491]*491testament of Jerome Ballard. At the conclusion of all the evidence both the plaintiffs and the defendants made a motion to direct a verdict in their favor respectively. Upon consideration of this motion the trial court directed the jury to return a verdict finding the paper writing to be the valid last will and testament of Jerome Ballard. The will is as follows:

“WILL.
“Last Will and Testament.
‘1 In the name of the Beloved Father of all: Amen.
“I, Jerome & Loretta County of Sandusky, and State of Ohio, being about 64 & 65 years of age, and being of sound and disposing mind and memory, do make, publish and declare this my last will and testament, hereby revoking and making null and void all other last wills and testaments by me made heretofore.
“First. My will is, that all my just debts and funeral expenses shall be paid out of my estate, as soon after my decease as shall be found convenient.
“Second. I give, devise and bequeath to
“I, Jerome & Loretta Ballard have both agreed that the one that lives the longest shall have the entire property, both farm & personal property & everything on the farm, and about the house to keep or dispose of in any way. Pie or she shall see fit during their lifetime, then at our decease everything in the house shall go to Ida Ballard all furniture, silver ware, beds, bedding, books, pictures & in fact everything in the house is hers, Ida shall have Jennie Ballards wearing apparel, jewelry & other things give something to each of her 3 sisters, Nettie, 'Cora and Mirtie Ballard, there will be sufficient means & Ida shall settle all expenses, all chattels or other loose property can be sold for that purpose, the silver watch shall be brother Joshua Ballards, the gold one shall go to Win Ballard, the 18 acres of land more or less on west side of road unless sold previous, shall go to Charles Calkins of Albert Lea, Minnesota and to his heirs after him, the 60 acres situated in York township shall be Ida Ballards wholly provided it is in our possession at the time of our death.
‘ ‘ In testimony whereof, we have set our hand to this our last will and testament at York, this 1st day of March, in the year of our Lord One thousand eight hundred and ninety-nine.
“his
“Jerome X Ballard Loretta Ballard “mark
“The foregoing «instrument was signed by the said Jerome and Loretta Ballard in our presence and by published [492]*492and declared as and for onr last will and testament and at their request, and in our presence, and in the presence of each other, we hereunto subscribe our names as attesting witnesses at York, this 1st day of March, A. D. 1899.
“B. F. Rogers
“resides at Clyde, Ohio.
‘1 Charles Everett
“resides at York Township, 0.”

Counsel for plaintiffs in error contend that this paper writing can not be construed to be a valid last will and testament under the decision announced by the Supreme Court of this state in the case of Walker v. Walker, 14 O. S., 157. It is claimed that the will is joint both in form and substance, and the result of a compact between the signers thereof, and that such a will is unknown to the testamentary law of this state as declared in the case cited.

The defendants in error argue that the ease of Walker v. Walker has no application to this case and is not an authority against the validity of the will here in question. They assert that the limitation placed upon the case of Walker v. Walker by the case of Betts v. Harper, 39 O. S., 639, is such as to completely eliminate the case of Walker v. Walker as an authority to be considered in this case. The Supreme Court was not unanimous in the decision reached in the ease of Walker v. Walker, and the opinion in that case shows that the court undertook to limit the decision within very narrow boundaries. While the court in the later case of Betts v. Harper did not undertake to overrule the earlier decision, they called attention to the limitations placed by the court itself upon the questions decided and declined to extend the scope of the case in any way.

It is urged upon this court that if it should find that the decision in Walker v. Walker does not announce a corret conclusion and is found to be in conflict with the later decisions of courts of last resort upon this subject, it should not feel bound by that decision. Although this court has final jurisdiction in a large class of cases it has at all times declined to overrule decisions of the Supreme Court of this state, but, on the contrary has felt bound to follow such decisions so far as they govern eases under consideration. Any case "that would call for [493]*493the overruling of a decision of the -Supreme Court would undoubtedly be of such interest as to cause the Supreme Court to take jurisdiction thereof in which tribunal former decisions of that court might properly be overruled.

The case at bar is one of unusual interest and has been skillfully argued by counsel for plaintiffs and defendants, both orally and in briefs. The questions presented which at first appeared to be complex become quite clear upon á careful examination of the will itself.

It is conceded that the will was properly executed before witnesses and that the parties at the time were competent to execute a will and were not under any restraint or undue influence. The evidence introduced on the trial was principally directed toward showing that Loretta Ballard at the time of the making of the will was possessed of property. It appears that at the time of their marriage some time before the year 1860, each had by inheritance property of approximately the value of two thousand dollars. That thereafter real estate was purchased, the title to which was taken in the name of Jerome Ballard. It does not appear just how the property was paid for, nor do we think this is important in the view we take .of the ease. Thereafter real estate was sold and purchased, the title being taken in the name of Jerome Ballard. Later through the interposition of a third party this real estate, or at least a considerable portion thereof, was transferred to Loretta Ballard, and about a year before the making of the will Loretta Ballard deeded the property to her husband, Jerome Ballard, and at the time of her death there was no real estate the title to which was in her name.

There was some evidence tending to show that at the time of her death she owned a few pieces of household furniture and perhaps some small amount of money. It is claimed that it is shown from the evidence that Mrs. Ballard had some beneficial interest in this real estate might have been asserted by her. Such interest, however, could not have been greater than a tenancy in common and it was decided by the Supreme Court in Betts v. Harper, supra,

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Bluebook (online)
26 Ohio C.C. (n.s.) 490, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ballard-v-ballard-ohcirctlucas-1916.