Birman v. Sproat

546 N.E.2d 1354, 47 Ohio App. 3d 65, 1988 Ohio App. LEXIS 1232
CourtOhio Court of Appeals
DecidedApril 6, 1988
Docket87-CA-29
StatusPublished
Cited by18 cases

This text of 546 N.E.2d 1354 (Birman v. Sproat) 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
Birman v. Sproat, 546 N.E.2d 1354, 47 Ohio App. 3d 65, 1988 Ohio App. LEXIS 1232 (Ohio Ct. App. 1988).

Opinion

Brogan, J.

This appeal concerns the resolution of a will contest action in the Miami County Court of Common Pleas, Probate Division. Appellant, Constance Birman, appeals from the trial court’s decision granting summary judgment to Frances Sproat et al., appellees.

This action began with a complaint by Birman to contest the last will (and codicil) of Vearl N. Sproat, deceased. She alleged that she was the daughter and heir at law of the deceased and that he lacked testamentary capacity to execute the will and that the execution of the will was procured by undue influence of the named executrix Frances Sproat, also the will’s proponent.

In the will attached to the complaint, Vearl Sproat made several small bequests to his son and four stepdaughters, as well as the Friedens Lutheran Church ($500 to each). Sproat left the residue of his estate to his wife, Frances Sproat, and named her executrix of the will. The will was purportedly executed on July 27,1979, and was duly witnessed. In a codicil, dated February 27,1985, the alternate executor was replaced by Mr. Sproat’s stepdaughter.

In separate answers, the appellees as named beneficiaries in the will raised various defenses, inter alia, the failure to state a claim and appellant’s lack of standing to bring the will contest action since she was born out of wedlock to Vearl Sproat. They admitted that the 1979 will with its 1985 codicil was the last will of Vearl Sproat but denied it was executed without testamentary capacity or under undue influence of Frances Sproat.

The appellees then moved for summary judgment and attached the affidavit of Frances Sproat who stated she was the surviving spouse of Vearl Sproat, having been married to him prior to the date of the execution of the last will.

She further attested that on July 27,1979, and February 27,1985, Vearl Sproat was fully and completely of sound and disposing mind and memory and was mentally and physically competent. She also stated her husband understood the nature of the business in which he was engaged, comprehended the nature and extent of his property, held in his mind the identity of those who have natural claims upon his property, was able to appreciate his *66 relationship to the members of his family, and in regard to all these matters was able to form a rational judgment and convey such information to his attorney who drew his will and codicil. She stated the last will and codicil of her husband, Yearl Sproat, which she filed, contained the signature of her husband.

She further stated Sproat executed his will and codicil without her knowledge, encouragement, influence, or presence. She denied exerting any influence over her husband regarding his last will or codicil. She further stated Sproat never married Birman’s mother, acknowledged Birman, designated her as an heir at law, adopted her, or made provision in the will for her.

Appellant countered the motion for summary judgment with authenticated court records that established that on July 28, 1950, Vearl Sproat was found guilty in the Municipal Court of Piqua, Ohio, in a bastardy proceeding wherein the jury adjudged him to be the father of the illegitimate child of the complainant therein, Betty Hollis. Nowhere in these records is the identity of the child mentioned.

In her answer, Frances Sproat admits that appellant is the daughter of Yearl Sproat but denies that she is an heir at law. Carol Thayer, Cheryl Jessup, Cathy Flora, Janet Paul, and James Sproat deny appellant is an “heir at law” as the same is defined in R.C. 3111.01 et seq.

The appellees offered the deposition of Constance Birman in support of their motions for summary judgment. Birman stated she was born September 2,1948, and her mother is Betty Jane Weber and her natural father was Vearl Sproat. She stated that her mother and father were not married at the time of her birth, and her birth certificate contained Vearl Sproat’s name as her father, but she was unaware who supplied this information. She also stated she never met her father and had never communicated with him, and that when she was very young she saw a picture of her father and herself when she lived with her maternal grandparents, Clifford and Mary Hollis.

Birman stated that she did not know of her father’s mental condition at the time he made his last will and testament, she had no evidence that he was not competent to make a will in 1979 or 1985, and she had no idea whether someone influenced her father in the making of his last will. She further stated she had no witnesses to produce that her father executed his will under the undue influence of Frances Sproat or that he was incompetent to execute the will and codicil.

Birman stated that she did not know whether her father mistakenly left her out of his will, but she believed he should have included her in his will because “he was my father, and I feel he should have supported me through the years.”

In her first assignment of error, appellant contends the trial court erred to her detriment when it sustained the motions for summary judgment on the issue of testamentary capacity. See, also, R.C. 2107.74.

Appellees contend that the trial court erred in determining that Constance Birman had standing to bring this will contest action because she was not a “necessary party” as defined in R.C. 2107.73(B), to wit: an heir who would take property pursuant to R.C. 2105.06 had the testator died intestate. Appellant contends the standing issue is not before the court because the trial court resolved the standing issue in appellant’s favor and that ruling was not cross-appealed. An appellee, however, need not take a cross-appeal if he seeks only to sustain the trial court’s judgment. Webster v. Pullman Co. (1935), *67 51 Ohio App. 131, 4 O.O. 549, 200 N.E. 188.

R.C. 2105.17 specifically provides that children “born out of wedlock shall be capable of inheriting * * * from * * * their mother * * *.” In White v. Randolph (1979), 59 Ohio St. 2d 6, 13 O.O. 3d 3, 391 N.E. 2d 333, the Ohio Supreme Court upheld the Ohio statutes of descent and distribution, including R.C. 2105.17, which deny the right of an illegitimate child to inherit from a natural father unless the father has taken steps to legitimatize the child by marrying the mother and acknowledging the child, by acknowledging the child pursuant to R.C. 2105.18, by designating the child as his heir at law under R.C. 2105.15, by adoption, or by making provision for the child in his will.

The court noted in the decision in upholding the rationality of the classification of R.C. 2105.17, at 8, 13 O.O. 3d at 5, 391 N.E. 2d at 334:

“ ‘It has long been recognized in Ohio that proof of paternity, especially after the death of the alleged father, is difficult, and peculiarly subject to abuse. One of the resultants of such abuse would be the instability of land titles of real estate left by intestate fathers of illegitimate children.’ ” (Citing the appellate opinion below of Judge Holmes, now Justice Holmes.)

In Beck v. Jolliff (1984), 22 Ohio App. 3d 84, 22 OBR 237, 489 N.E. 2d 825, the Knox County Court of Appeals held the word “child” as used in R.C.

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Bluebook (online)
546 N.E.2d 1354, 47 Ohio App. 3d 65, 1988 Ohio App. LEXIS 1232, Counsel Stack Legal Research, https://law.counselstack.com/opinion/birman-v-sproat-ohioctapp-1988.