Beverly v. Beverly

293 N.E.2d 562, 33 Ohio App. 2d 199, 62 Ohio Op. 2d 303, 1973 Ohio App. LEXIS 886
CourtOhio Court of Appeals
DecidedJanuary 12, 1973
Docket876
StatusPublished
Cited by2 cases

This text of 293 N.E.2d 562 (Beverly v. Beverly) 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
Beverly v. Beverly, 293 N.E.2d 562, 33 Ohio App. 2d 199, 62 Ohio Op. 2d 303, 1973 Ohio App. LEXIS 886 (Ohio Ct. App. 1973).

Opinions

Wiley, J.

A complaint was timely filed which contested the will of Clark L. Beverly, deceased, and named Sarah Beverly as defendant, in the caption, without further designation. Sarah Beverly was a devisee under the will, the surviving spouse, and the executrix named in the will. Only one service of summons was had upon Sarah Beverly and that was made without designating the capacity in which she was served.

After the statute of limitations had passed, Sarah Beverly as an individual filed a motion to dismiss the action *201 on the ground that the court lacked jurisdiction in that the executrix (Sarah Beverly) had not been made a party prior to the running of the statute of limitations. Before this motion was decided, the plaintiff filed a motion for leave to amend his complaint by adding Sarah Beverly a second time in the caption as executrix. The court ruled favorably upon plaintiff’s motion without having disposed of the defendant’s motion to dismiss. An amended complaint was filed which named Sarah Beverly in the caption as executrix and, also, individually after the six-months statute of limitations had run. Summons upon the amended complaint was served upon Sarah Beverly in her dual capacity. Thereafter, the defendant, Sarah Beverly as an individual, renewed her motion to dismiss on the grounds that the court lacked jurisdiction due to the running of the statute of limitations prior to the time that the executrix was named in the caption and properly served. The court sustained the defendant’s motion and dismissed the action. It is from the court’s judgment of dismissal that this appeal is made.

Plaintiff, the appellant herein, assigned as error the sustaining of the motion to dismiss the amended complaint after the sustaining of plaintiff’s motion for leave to amend the complaint.

Plaintiff first argues that the trial court, by ruling favorably for the plaintiff, by permitting the amendment of the complaint, had rendered the defendant’s motion to dismiss academic. That the trial court did not consider this argument valid is indicated by the granting of the defendant’s motion to dismiss. We find that the trial court did not err in permitting the plaintiff to reform the complaint, permitting defendant to renew the motion to dismiss, and then considering the motion to dismiss on its merits.

The second contention of the plaintiff is that the Ohio Rules of Civil Procedure do not require a defendant to be named in a representative or fiduciary capacity; furthermore, R. C. 2741.02, likewise, does not require it. That section, reads as follows:

“All the devisees, legatees, and heirs of the testator, *202 and other interested persons, including the executor or administrator, must be made parties to an action under Section 2741.01 of the Revised Code.”

The defendant contends that the wording of the Civil Rules, Rule 9A in particular, is not to be construed as effecting a substantial change in the historically developed case law with regard to the requirement of naming a person, who is both a legatee or devisee and an executor, as an individual and, also, as an executor in the caption of a will contest complaint and in separate service of summons as to each.

We find that the capacity to sue or be sued as stated in Civil Rule 9A has no bearing on the situation in which the word capacity has been used in connection with will contest decisions which have construed R. C. 2741.02.

Beginning with the case of Draher v. Walters (1935), 130 Ohio St. 92, and continuing to the present date, considerable differences of opinion among the judges have occurred.

The syllabus in Broker reads as follows:

“Service of summons upon one of the legatee-devisee defendants, in an action to contest the validity of a will, is to be deemed commencement of the action as to each of the defendants of that class, and also tke executor. Actual service of summons can thereafter be made upon the remainder of the defendants of that class.” (Emphasis added.)

In this case, all of the proper parties were named but the clerk issued summons for only one of the defendants who was an heir and was not the executor, and this omission was not noted until after the period had run for the filing of the action and the issuing of summons, as then required. After the discovery of the omission, an alias service of summons upon the other defendants was duly made. The defendants moved for the dismissal of the plaintiff’s petition on the ground that service was made on only one of the defendants within the time set by statute. The judgment of the court, as indicated by the syllabus, was rendered with a 4 to 3 decision. Judges Stephenson, Matthias and Zimmerman dissented and each wrote a short dissenting *203 opinion. Judge Zimmerman, in dissenting, stated, in part, as follows:

“My opinion is, of course, based on the existing statutes. If the rule for which I am contending should prove too harsh in too many cases, the situation could be remedied by the General Assembly.”

In Draher, it is to be noted that the executor was also bound “for the reason that the shadow follows the substance.” This would indicate that at least the majority of the court considered the real parties in interest to be the heirs, legatees and devisees. On the other hand, the majority did indicate that service upon the executor would not be considered sufficient to constitute commencement of action against the heir-legatee-devisee class. This view of the executor is not inconsistent with the view often expressed that the executor is not a real party in interest but, rather, a stakeholder for others. Cf. Burwell v. Maynard, 21 Ohio St. 2d 108.

Judge Matthias, in dissenting in Draher, made the statement at page 97, that he adhered to the holding of the court in McCord v. McCord, 104 Ohio St. 274, for the reason expressed by Judge Stephenson in his dissent in Draher. Judge Stephenson stated, at page 97, in part:

“The executor is in a class by himself. He is a party only because made so by statute, and unless he is served with summons within the time prescribed by law, the action dies as to all.”

Fifteen years later, in 1950, in Peters v. Moore, 154 Ohio St. 177, the court made the following statement in paragraph 5 of the syllabus:

“In such an action [a will contest] the court is without jurisdiction unless the executor is made a party and a summons, duly followed by service, is issued within six months * * *.”

It specifically overruled Draher v. Walters as to that part of the syllabus relating to an executor, and approved and indicated that the court was following paragraphs two and three of the syllabus in the case of McCord v. McCord (1922), 104 Ohio St. 274. These provided, in effect, that *204

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Cite This Page — Counsel Stack

Bluebook (online)
293 N.E.2d 562, 33 Ohio App. 2d 199, 62 Ohio Op. 2d 303, 1973 Ohio App. LEXIS 886, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beverly-v-beverly-ohioctapp-1973.