Barlow v. Winters National Bank & Trust Co.

61 N.E.2d 603, 145 Ohio St. 270, 145 Ohio St. (N.S.) 270, 30 Ohio Op. 484, 160 A.L.R. 423, 1945 Ohio LEXIS 420
CourtOhio Supreme Court
DecidedMay 16, 1945
Docket30221
StatusPublished
Cited by9 cases

This text of 61 N.E.2d 603 (Barlow v. Winters National Bank & Trust Co.) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barlow v. Winters National Bank & Trust Co., 61 N.E.2d 603, 145 Ohio St. 270, 145 Ohio St. (N.S.) 270, 30 Ohio Op. 484, 160 A.L.R. 423, 1945 Ohio LEXIS 420 (Ohio 1945).

Opinion

Hart, J.

The sole question to be determined is: Where real estate is devised in a childless testator’s will to a trustee therein named, and the surviving spouse elects to reject the provisions of the will in *274 her behalf and to take her interest in the estate under the statute of descent and distribution, is her interest in such estate in the nature of a distributive share measured in money, or does title to a statutory share in such real estate pass to her in fee simple as an estate of inheritance, subject to the payment of debts of the estate?

The answer to the foregoing question will determine the collateral question, directly involved in this litigation, whether one-half of the rents from the real estate owned by Ray K. Barlow in his lifetime, collected and held since his death by the trustee named in his will, must be paid to his spouse as his heir-at-law, or to other devisees under the will on the theory that she does not take a fee in the real estate but only a distributive share of the estate in money.

The pertinent part of the statute of descent and distribution, Section 10503-4, General Code, provides:

“When a person dies intestate having title or right to any personal property, or to any real estate or inheritance in this state, such personal property shall be distributed, and such real estate or inheritance shall descend and pass in parcenary, except as otherwise provided by law, in the following course: * * *

“4. If there be no children, or their lineal descendants, three-fourths to the surviving spouse and one-fourth to the parents of the intestate equally, or to the surviving parent; if there be no parents, then the whole to the surviving spouse.”

All parties concede that, in case of intestacy of a deceased spouse, the surviving spouse who is entitled to take under this statute takes an estate of inheritance in the real estate.

Where there is a will and the surviving spouse is not satisfied with the provisions of the will, she, by virtue of Section 10504-55, General Code, may elect to *275 take under the statute of descent and distribution. That section, however, places a limitation on the provisions of Section 10503-4, General Code, to the effect that “in the event of election to take under the statute of descent and distribution, such spouse shall take not to exceed one-half.of the net estate.”

Plaintiff claims that the limitation imposed by Section 10504-55, General Code, changes the inheritable quality of the estate which the surviving spouse takes in case she elects not to take under the will, and gives her only “one-half of the net estate,” measured in money; and that the surviving spouse under such circumstances does not take as an heir-at-law, but as a distributee of her share in money at the close of the administration of the estate. On the other hand, the surviving spouse claims that Section 10504-55, General Code, does not limit or change the qu.ah.ty but only the quantity of the estate which she takes by her election, and that she still takes such portion as an heir-at-law under Section 10503-4, General Code.

The Probate Court found that the widow was entitled to one-half of the net estate remaining after deducting her exemption, the year’s allowance, debts of the estate and cost of the administration; that the widow did not take one-half interest in fee simple in the real estate; and that the one-half of the net estate should not include income from the real estate collected by the trustee.

The Court of Appeals held that the Probate Court erred in ordering and decreeing “that the interest which such widow takes in the assets of said estate is not that interest which is taken by a surviving spouse if the decedent dies intestate; that such spouse does not take a fee simple in an undivided one-half of the real estate; that the interest which she takes is in the nature of a distributive share which under the statute is made a charge on all the assets of said *276 estate.” The Court of Appeals further held that upon the election of the widow to reject the will of the decedent, there being no children, the widow became vested with a fee simple title to one-half of the real estate of the decedent, relating back to the date of the death of the decedent, and to one-half of the decedent’s personal estate, both subject to one-half the debts and the liabilities of the estate; that the term “net estate” as employed in Section 10504-55, General Code, has no limitation which would restrict the widow to a distributive share measured in money; and that the interest taken by such widow in the assets of the decedent is of the same quality as that taken by the surviving spouse where the decedent dies intestate, but such share is limited in quantity not to exceed one-half of the net estate.

The Court of Appeals further found that the Probate Court erred in ordering and decreeing that “where the testator devises real estate to a trustee, upon the appointment of the trustee, his title relates back to the date of the death of the testator and such trustee is entitled to collect rents and profits from said real estate after the death of the testator, but such rents and profits do not become a part of the net estate in determining the widow’s share.”

The Court of Appeals held that where the testator devises real estate to a trustee, the trustee, upon his appointment, takes title thereto which relates back to the date of the death of the testator, and such trustee is entitled to collect rents and profits from the real estate after the death of the testator, but, upon the election of the surviving spouse to reject the provisions of the' will and take under the statute of descent and distribution, the trustee is divested of that portion of the fee simple title to the real estate which the surviving spouse takes by law (in this case, one-half), *277 and the surviving spouse is vested with such portion, in fee simple, relating back to the date of the death of the testator. The court further held that upon her election to reject the will, the widow’s interest consisted of one-half of the net real estate and one-half of the net personalty of the decedent, plus the income from both types of property, after the testator’s death.

The substituted plaintiff claims that her position, in seeking to have the judgment of the Court of Appeals reversed, is supported by the decision of this court in the case of Miller v. Miller, Admr., 129 Ohio St., 230, 194 N. E., 450.

In the Miller case the court had under consideration the estates, of two decedents. On April 29,1932, Harry B. Miller, died testate without issue or surviving parent. His will gave Clara J. Miller, his widow, a life estate in all his property with a right to use the corpus, if necessary, for her comfort and support. On May 4, 1932, five days later, she died intestate without issue and without having made an election to take under the will of her deceased husband or under the law. The administrator with the will annexed of the estate of Harry B. Miller filed an action in the Common Pleas Court for direction as to the distribution of the estate and that court decided that .Clara J.

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Bluebook (online)
61 N.E.2d 603, 145 Ohio St. 270, 145 Ohio St. (N.S.) 270, 30 Ohio Op. 484, 160 A.L.R. 423, 1945 Ohio LEXIS 420, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barlow-v-winters-national-bank-trust-co-ohio-1945.