Bradford v. Micklethwaite

163 Ohio St. (N.S.) 301
CourtOhio Supreme Court
DecidedMay 11, 1955
DocketNo. 34102
StatusPublished

This text of 163 Ohio St. (N.S.) 301 (Bradford v. Micklethwaite) 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
Bradford v. Micklethwaite, 163 Ohio St. (N.S.) 301 (Ohio 1955).

Opinions

Zimmerman, J.

The sole question with which this court is now concerned is whether the Court of Appeals should hear and determine this controversy as on appeal on questions of law and fact, as contended by the appellants, or whether that court was correct in determining that the cause should be heard and disposed of as on appeal on questions of law only, without a retrial of the facts.

Concededly, the right of appellants to have the cause heard and determined by the Court of Appeals as on appeal on questions of law and fact is dependent on whether the proceeding is of an equitable nature and constitutes a chancery matter.

[303]*303Appellants urge that such is the case and that Section 10509-95 et seq., G-eneral Code (Section 2123.01 et seq., Revised Code), which provide for the determination of the persons entitled to a decedent’s property, create a situation analogous to the equitable remedy of interpleader; that an executor or administrator in asking for a determination of heirship is acting merely as a stakeholder or trustee; and that the court in adjudicating the rights of rival claimants acts as a chancellor.

In support of their position appellants rely principally on the cases of Cram v. Green, Admr., 6 Ohio, 429; Wagner v. Armstrong, 93 Ohio St., 443, 113 N. E., 397; Waters v. Corlett, Admx., 123 Ohio St., 632, 176 N. E., 565; and Warner, Supt. of Building & Loan Assns., v. Mutual Building & Investment Co., 128 Ohio St., 37, 190 N. E., 143.

None of the cases cited is factually similar to the instant case and we find none of them particularly helpful in deciding the precise question here presented.

Section 8, Article IV- of the Constitution of Ohio, provides:

“The Probate Court shall have jurisdiction in probate and testamentary matters, the appointment of administrators and guardians, the settlement of the accounts of executors, administrators and guardians, * * * and such other jurisdiction, in any county, or counties, as may be provided by law.”

The Determination of Heirship Act, comprising Sections 10509-95 to 10509-101, inclusive, General Code (Sections 2123.01 to 2123.07, inclusive, Revised Code), represents new legislation which became effective January 1, 1932. Such act provides for a special proceeding ancillary to the administration of an estate and gives permissive authority to an executor or administrator or other interested party to call upon the Probate Court for a determination of what persons [304]*304are entitled to a decedent’s property. And when an executor or administrator institutes such a proceeding in the Probate Court, that court has exclusive jurisdiction to make the adjudication. Kane v. Kane, 146 Ohio St., 686, 67 N. E. (2d), 783.

The question of what person or class of persons succeeds to the estate of a decedent is one of law governed by the statutes of descent in force at the time of his death, but the basis or grounds upon which a person claims to be heir of another is a question of fact. Ernull v. Whitford, 48 N. C. (3 Jones, Law), 474 (an action in ejectment reviewed on error from the Superior Court).

Procedure in the Probate Court is prescribed by statute, and where the statutes make no provision for a jury trial on questions of fact such questions are for the court alone. And merely because the right of trial by jury is not provided for does not make a chancery case out of one which in reality is not. 2 Ohio Jurisprudence (2d), 693, Section 99.

In most states an appeal may be taken from a judgment determining heirship. Section 10501-56, General Code (Section 2101.42, Revised Code), provides for an appeal from a judgment of the Probate Court to the Court of Appeals or to the Court of Common Pleas, a court of general jurisdiction. The latter part of the section reads:

“For the purpose of prosecuting appeals on questions of law, and of law and fact from the Probate Court, the Probate Court shall hereafter be deemed to be exercising judicial functions inferior only to the Court of Appeals and the Supreme Court. If, for any reason, a record has not been taken at the hearing of any matter before the Probate Court so that a bill of exceptions or a complete record may be prepared as provided by law in Courts of Common Pleas, then an appeal on questions of law and fact may be taken to [305]*305the Court of Common Pleas by a person against whom it is made, or whom it affects, from any order, decision, or judgment of the Probate Court in the manner provided by law for the prosecution of such appeal from the Court of Common Pleas to the Court of Appeals

In 26 Corpus Juris Secundum, 1135, Descent and Distribution, Section 82, the following statements appear :

“ * * * in some jurisdictions, on appeal to the appellate court after proceedings [to establish heirship] in the court of general jurisdiction on appeal from the probate court, the appellate court will review only the proceedings had in the court of general jurisdiction. [See In re Estate of Paus, 324 Ill. App., 58, 57 N. E. (2d), 212.] * * *

“In some states, on appeal from the probate court to a court of general jurisdiction, the court of general jurisdiction will try the case de novo * * *. Similarly, in some states, proceedings had in the court of general jurisdiction will be reviewed in the same manner as if the proceedings were in equity * * # the weight and sufficiency of the evidence is regarded as a question for the trial court, whose findings thereon ordinarily will be sustained, as variously expressed in different opinions, where supported by any evidence, or where not clearly against the weight of the evidence, or where the evidence is conflicting, or where there has not been legal error in submission of the case to the trial court.” (Emphasis supplied.) See In re Estate of Westerfield, 96 Cal., 113, 30 P., 1104.

In the second paragraph of the syllabus in the case of In re Estate of O’Connor, 114 Neb., 266, 207 N. W., 81, the court held:

“A proceeding begun in the county court, to determine whether petitioners are next of kin and heirs at law of a decedent, does not present a case calling for [306]*306the exercise of equitable jurisdiction, and does not fall within the provisions of Section 9150, Comp. St. 1922, requiring a trial of the issue of fact de novo in the Supreme Court.”

Now, by express statutory provision in Nebraska, an action for determination of heirship and the right of descent as to real and personal property belonging to a decedent is tried as an equity case in the District Court, and on appeal to the Supreme Court the case is tried de novo on the record presented. In re Estate of Bergren, 154 Neb., 289, 47 N. W. (2d), 582.

In In re Milton’s Estate, involving a claim of heir-ship, 182 Okla., 625, 627, 79 P. (2d), 612, 615, the court said:

“Section 1412, O. S., 1931 [58 Oklahoma Statutes, annotated, Section 735], provides:

“ ‘When the appeal is on questions of fact, or on questions of both law and fact, the trial in the District Court must be de novo,

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Related

Bales v. Superior Court
129 P.2d 685 (California Supreme Court, 1942)
In Re Bergren's Estate
47 N.W.2d 582 (Nebraska Supreme Court, 1951)
Strammer v. . Mendelson
91 N.E. 1131 (New York Court of Appeals, 1910)
Jones, Admr. v. Lewis
44 N.E.2d 735 (Ohio Court of Appeals, 1941)
Kane v. Kane
67 N.E.2d 783 (Ohio Supreme Court, 1946)
In Re Estate of Gurnea
146 N.E. 308 (Ohio Supreme Court, 1924)
Warner v. Mutual Building & Investment Co.
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Oglesbee v. Miller, Exr.
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176 N.E. 565 (Ohio Supreme Court, 1931)
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Squire, Supt. v. Bates
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Loos v. Wheeling & Lake Erie Ry. Co.
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Leashley v. Rezac
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Impson v. Kelley
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In Re Milton's Estate
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Bluebook (online)
163 Ohio St. (N.S.) 301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bradford-v-micklethwaite-ohio-1955.