Brenneman v. Seeds

71 N.E.2d 724, 48 Ohio Law. Abs. 208, 34 Ohio Op. 516, 1946 Ohio Misc. LEXIS 199
CourtOhio Probate Court of Franklin County
DecidedDecember 2, 1946
DocketNo. 114817
StatusPublished

This text of 71 N.E.2d 724 (Brenneman v. Seeds) is published on Counsel Stack Legal Research, covering Ohio Probate Court of Franklin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brenneman v. Seeds, 71 N.E.2d 724, 48 Ohio Law. Abs. 208, 34 Ohio Op. 516, 1946 Ohio Misc. LEXIS 199 (Ohio Super. Ct. 1946).

Opinion

[209]*209OPINION

By MCCLELLAND, PJ.

This matter comes before the Court upon the application of the executrix for the construction of the will of Robert L. Seeds, deceased. The court wishes to state at the outset that some of the provisions of this will are most unusual, and, further that it is rather unfortunate that the devisees or legatees under the will have proceeded under their own respective constructions of same and have dealt with the assets of the estate accordingly before coming to a court for a declaration of their rights thereunder. This procedure has made it quite difficult for the court in handling the administration of this estate.

We will now come to the various items of the will and will take them up in the order in which they appear therein.

As to item two the testator has earmarked certain funds which should be exhausted in the payment of certain debts named in the will. If those funds existed, or any part of those funds existed, at the time of the death of Mr. Seeds, they should be used as far as possible in the payment of the debts mentioned in item two. Should those funds be more than sufficient to pay the debts therein enumerated, then the remainder should be subject to the payment of the other debts of the estate.

The testimony discloses that Mr. Seeds sometime prior to his death used a thousand dollars therein mentioned and deposited it in a joint account payable to him or Anita S. Brenneman. She withdrew that money under the terms of the joint account and has used a portion thereof as directed by Mr. Seeds. It is our opinion that she became a trustee of that fund for his benefit. The remainder of the fund should be used under such instructions as he gave her as trustee and should any be left then the remainder should be turned into the estate and used for the payment of his debts.

Tlie next question involves the construction of item four. This item and the next succeeding one has not only given this court but counsel and all the other parties considerable difficulty. Under this item the testator devises to his daughter, Anita S. Brenneman, the use of his undivided half interest in the single dwelling described as 1262 Fair Avenue, during the lifetime of his sister, Lenora M. Seeds. It is to be noted that Anita S. Brenneman is not given the income from the undivided half, but is entitled to the use of said undivided half of his property. The testimony discloses that at the time the will [210]*210was executed, and also at the time of the death of the testator, Lenora M. Seeds was the owner of an undivided half interest in the property and, Robert L. Seeds, the testator, was the owner of the other undivided half interest. Therefore they were tenants in common and not tenants in severalty and the interest of each one attached to every particle of the real estate. It therefore became impossible for Anita S. Brenneman to use the half interest devised without also using the undivided half interest of her tenant in common. It was also impossible for Lenora M. Seeds to occupy or use her undivided half interest without occupying or using the undivided half interest owned by Robert L. Seeds during his lifetime and the use of which was devised to Anita S. Brenneman. Prom a reading of the will, especially items four and five thereof, and from the testimony received by the court in construing same, we find that it was the intention of Robert L. Seeds-that his sister, Lenora M. Seeds, should use or live in the home owned by him and her during the remainder of her life. It was also the intention of Robert L. Seeds that Anita S. Brenneman should also use or live in that home during the remainder of the life of Lenora M. Seeds. If the court limits the construction of this item of the will to the enjoyment by Anita S. Brenneman of only the half interest owned by the decedent, it must then hold that it is impossible to. perform and carry out the provisions of item four of the will, and therefore the court would have to declare that item inoperative. Inasmuch as item five is so intimately connected with item four of the will, the court would be compelled to likewise declare that item inoperative.

It is the duty of the court to so construe a will, if possible, to make it effective, and also, if possible, to carry out the intention of the testator.

Now, coming to, the rights of Lenora M. Seeds under the terms of the will. It is oiir opinion that Lenora M. Seeds not only has her undivided half interest which she owned independently of the will, but she and Anita S. Brenneman also have an estate equally during the life of Lenora M. Seeds in the undivided half of the real estate mentioned in item four. Anita S. Brenneman also, has an estate for years, limited by the death of Lenora M. Seeds, or at least the right to occupy or use Lenora M. Seeds’ undivided half of the property owned by her. This is a most unusual situation, but in our opinion it. is the only construction that a court can arrive at and thereby make that item operative.

If we are correct in the foregoing construction, then it became the duty of Lenora M. Seeds to permit Anita S. Brenneman to use that particular real estate on equal terms with [211]*211herself. Lenora M. Seeds, however, after a certain length of time declined to further personally occupy the property, but withdrew from it, put her personal belongings in certain rooms, locked them and denied Anita S. Brenneman access to same. Subsequent thereto she sold her undivided interest, and her vendee then brought an action in the Common Pleas Court to partition and sell the same. The property was sold and Lenora M. Seeds received her half of the proceeds of that sale and Anita S. Brenneman was compelled to vacate the property. It is contended by counsel for Lenora M. Seeds that the purchasers of the property offered to permit Anita S. Brenneman to remain in same. This was not disputed, but should Anita S. Brenneman have accepted that offer she would have occupied the property by virtue of the permission of the owners rather under the will of Robert L. Seeds.

It is a fundamental principle of law that a devisee or legatee under a will cannot enjoy the benefits of a will and fail to assume the burdens placed upon him or her by the same instrument.

This proposition has been well settled by the Supreme Court of Ohio in the case of Huston v. Cone, reported in 24 Oh St 11, where the court uses the following language:

“It is a well settled principle of equity, that where a will assumes to give to one of its beneficiaries property belonging to. another person, for whom provision is likewise made in the will, the latter is bound to elect whether he will claim the property so disposed of or take the provision made for him in the will, and that he cannot have both.”

The Supreme Court of Ohio, in the case of Hibbs v Insurance Company, 40 Oh St 543, uses the following language:

“The doctrine of election, as stated by an approved text writer, requires, that if a testator has elected to dispose of property which is not his own, and has given a benefit to the person to whom that property belongs, the devisee or legatee accepting the benefit so given to him must make good the testator’s attempted disposition; but, if on the contrary he chooses to enforce his proprietary rights against the testator’s disposition, equity will sequester the property given to him, for the purpose of making satisfaction out of it to the person whom he has disappointed by the assertion of those rights.”

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Bluebook (online)
71 N.E.2d 724, 48 Ohio Law. Abs. 208, 34 Ohio Op. 516, 1946 Ohio Misc. LEXIS 199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brenneman-v-seeds-ohprobctfrankli-1946.