Bockert v. Bockert

81 N.E.2d 549, 82 Ohio App. 274, 37 Ohio Op. 571, 1945 Ohio App. LEXIS 515
CourtOhio Court of Appeals
DecidedMay 10, 1945
Docket193
StatusPublished
Cited by2 cases

This text of 81 N.E.2d 549 (Bockert v. Bockert) 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
Bockert v. Bockert, 81 N.E.2d 549, 82 Ohio App. 274, 37 Ohio Op. 571, 1945 Ohio App. LEXIS 515 (Ohio Ct. App. 1945).

Opinion

Metcalf, P. J.

On March 17, 1944, the last will and testament of Wallace Bockert, deceased, was admitted to probate in the Probate Court, Pickaway county, Ohio. This will named as executor and sole legatee and devisee a brother of the decedent, Gordon Bockert, the defendant, appellee herein.

*275 On March 31, 1944, Hárry Bockert, plaintiff, appellant herein, a brother of the decedent and of the defendant, filed in the Common Pleas Court of Pickaway county, Ohio, a petition contesting the validity of this last will and testament, and, at the time the petition was filed, a praecipe was left for service upon Gordon Bockert. On April 14, 1944, the return of the sheriff was filed showing service on Gordon Bockert as devisee-legatee.

On September 30, 1944, a motion was filed on behalf of Gordon Bockert asking that the petition be dismissed for the following reasons:

•“1. The duly qualified, appointed, and acting executor of the estate of Wallace Bockert, deceased, has not, as required by statute, been made a party to this action within the time required by statute, to wit, six months.

“2. No praecipe for the issuance of summons for service on the executor of the estate of Wallace Bockert, deceased, has ever been filed with the clerk of this court by the plaintiff herein, nor has any summons been issued or service of summons had on said executor within the timé required by statute, to wit, six months.

“3'. The plaintiff’s cause of action to contest the will has not been' commenced within the statutory time, to wit, six months.”

While the motion was pending and the court was deciding the same, counsel for plaintiff left a praecipe for service of summons on Gordon Bockert as executor and return has been made showing service on October 9, 1944, on him as executor.

This appeal on questions of law is from the order and judgment of the Court of Common Pleas in sustaining the motion of the defendant and dismissing the petition of plaintiff.

*276 The defendant, Gordon Bockert, is not named as executor in the caption of the 'petition, but the body of the petition does contain these significant allegations: “Letters testamentary thereon were issued by said court to the defendant, Gordon Bockert, as sole executor thereof, who thereupon qualified,” and “By the terms of said paper writing, the defendant, Gordon Bockert, was named as the sole devisee and legatee of said Wallace Bockert.” The petition alleges also that the plaintiff and defendant are the only heirs at law.

Section 12080, General Code, reads:

“All the devisees, legatees, and heirs of the testator, and other interested persons, including the executor or administrator, must be made parties to the action.”

Section 12087, General Code, provides that an action to contest a will or codicil shall be brought within six months after it has been admitted to probate.

Section 10504-32, General Cqde, provides that if no contest be made within six months, the probate shall be forever binding except as ■ to certain conditions therein set forth.

The questions here for solution may be summarized as follows: Does the fact that the executor is not included in the caption of the petition as such executor but individually as sole devisee and legatee and one of the heirs at law, where the petition shows that such devisee and legatee was appointed as executor, contravene Section 12080, General Code? And further, if service of summons is not made upon such, executor during the six months prescribed by Section 12087, General Code, may the same be made after the expiration of the six-month period? These questions áre not new in Ohio. One of the early cases, that of Bradford v. Andrews, 20 Ohio St., 208, 5 Am. Rep., 645, *277 held that where a petition for such a contest is filed within the statutory period of limitation, although only a part of the parties interested are made parties thereto, the right of action is saved as to all who are ultimately made parties notwithstanding some of them are not brought into the case until after the period of limitation has expired.

The Supreme Court in the case of McCord v. McCord, 104 Ohio St., 274, 135 N. E., 548, which case is relied upon by defendant in the instant case, discusses the question of the limitation of action in reference to will contests wherein sex-vice of summons was had upon the executor only and not upon the deviseelegatee and heirs of the testator. The court referred to Section 11230, General Code, which, in effect, provides that an action shall be deemed to be commenced, within the meaning of this chapter, as to each defendant, at the date of the summons which is served on him or on a codefendant who is united in interest with him. And although the court stated that the executor was a necessary party, it was pointed out that he would not be united in interest with the other defendants, the heirs, legatees and devisees. It was, therefore, held that the service of summons on the executor did not toll the statute of limitation as to the deviseelegatee and heirs of the testator for the reason that they were not united in interest with the executor.

The Supreme Court again considered the question rathe case of Draher v. Walters, 130 Ohio St., 92, 196 N. E., 884, and it would seem that since the decision in-that case there should be no further difficulty with the-question presented in the instant case. However, there-seems to be a varied application of the rules laid down in the Draher case. In the Draher case the testator’swill was admitted to probate on'January 21, 1933. One of the defendants, a legatee-devisee, was served' *278 ■on May 5, 1933, and the return thereof was made on May 8, 1933. The codefendants, also legatees, were not served until approximately nine months after the will was admitted to probate.

The defendants filed a motion for the dismissal of plaintiff’s petition on the ground that service was made on only one of the defendants within the time set by statute for the commencing of an action to contest the will. This motion was sustained by the trial •court and the petition was dismissed, .which judgment was affirmed by the Court of Appeals. The Supreme Court reversed the judgment. The syllabus reads:

“Service of summons upon one of the legateedevisee 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 the executor. Actual service of summons can thereafter be made upon the remainder of the defendants of that •class.” (Emphasis ours.)

The court, in the body of the opinion, reasoned as follows:

“Section 11230, General Code, provides: ‘An action shall be deemed to be commenced within.the meaning of this chapter, as to each defendant, at the date of the summons which is served on him or on a codefendant who is a joint contractor, or otherwise, united in interest with him. * * * ’

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Cite This Page — Counsel Stack

Bluebook (online)
81 N.E.2d 549, 82 Ohio App. 274, 37 Ohio Op. 571, 1945 Ohio App. LEXIS 515, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bockert-v-bockert-ohioctapp-1945.