Campbell v. Johnson

79 N.E.2d 147, 83 Ohio App. 225, 51 Ohio Law. Abs. 258, 38 Ohio Op. 301, 1948 Ohio App. LEXIS 792
CourtOhio Court of Appeals
DecidedFebruary 9, 1948
Docket4058
StatusPublished
Cited by3 cases

This text of 79 N.E.2d 147 (Campbell v. Johnson) 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
Campbell v. Johnson, 79 N.E.2d 147, 83 Ohio App. 225, 51 Ohio Law. Abs. 258, 38 Ohio Op. 301, 1948 Ohio App. LEXIS 792 (Ohio Ct. App. 1948).

Opinion

OPINION

By MILLER, J.

This is a will contest case brought by Joseph C. Campbell II contesting the will of his father, Samuel H. Campbell.

The record discloses that Samuel H. Cambell died on June 9, 1933. His will was admitted to. probate on June 19, 1933. At that time appellant was a minor of about the age of nine years. He attained his majority on October 4, 1944, and filed his petition to contest the will on April 2, 1945, naming as defendants Barbara C. Johnson, formerly Barbara C. Duncan, Cynthia C. Duncan, and Robert P. Duncan as Executor and Trustee. The defendant Robert P. Duncan was named executor in the will and was also, named testamentary trustee. The first two named defendants and the appellant were the only beneficiaries named in the will. Service of summons was had upon the two first named defendants as individuals and upon Robert P. Duncan as Executor and Trustee. Robert P. Duncan, Appellee, fully performed and completed his duties as Executor and was discharged on September 25, 1934. He then assumed his duties as Trustee and has continued as such and *259 is now Trustee of the estate of the testator in accordanace with the provisions of the will. Service of summons was duly had upon all of these defendants prior to the tolling of the statute of limitations, Robert P. Duncan having been served as Executor and also as Trustee. A motion to strike was sustained and an amended petition was filed on October 14, 1946. Preparatory to trial an entry was journalized putting in issue the validity of a paper writing purporting to be the last will and testament of the said Samuel R. Campbell. On November '20, 1946, the defendants-appellees filed an application for léave to file a motion to quash the service of summons on Robert P. Duncan as Executor, submitting as proof in support thereof that according to the records of the Probate Court of Franklin County he had not acted in that capacity since September 25, ■1934. The Court granted leave to file said motion and it was sustained. Defendants then demurred to the amended petition on the ground of defect of parties, claiming that as Robert P. Duncan as Executor was no longer in the case, there was no representative of the estate and there was consequently a defect of parties defendant. An application for leave to file a second amended petition was granted. Thereupon Harry P. Nester was appointed • administrator de bonis non. The second amended petition was filed and the said Harry P. Nester entered his appearance as a party defendant in the capacity of administrator de bonis non. The defendants demurred to the sécond amended petition on the ground of defect of parties defendant, and the Court sustained this demurrer for the reason that the administrator de bonis non entered his1 appearance after the expiration of the statute of limitations.

The determinative questions on this appeal concern the correctness of the ruling on the motion to quash the service of summons and the order sustaining the demurrer to the second amended petition. It is admitted that the administrator was made a party after the tolling of the statute. Under this state of facts two questions are presented: First, was the appointment of an administrator de bonis non required under §12080 GC? Second, if required, was a member of his class and united in interest with him served as required by §11230 GC prior to the tolling of the statute of limitations by the serving of summons upon the testamentary trustee? If so, then the administrator de bonis non could be served after the required statutory period. The answer to the first question is found in §12080 GC, which provides:

“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.”

*260 It has been held, in numerous Ohio cases, that this section is mandatory. The word “must” connotes the idea of necessity and it has been held in Berg, et al. v Merchant, et al., 15 F. (2) 990, that the word “must” as it is employed in §12080 GC is not construable as “may”. Judge Donahue at page 991 of the opinion made the following observation:

“Sec. 12080 GC provides that ‘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’. While, under the provisions of §10213 GC, the words of a statute are to be liberally construed, unless the context requires a strict construction, and the courts of Ohio liave also held that the word ‘may’ shall be read ‘must’ where public interest or rights are concerned, or where something is directed to be done for the sake of justice or public good, yet the word ‘must’ is so imperative in its meaning that no case lias been called to our attention where- that word has been read ‘may’. Certainly there is no reason why it should be so read in this statute, which specifically provides that the heirs of the testator ‘must be made parties to the action’.”

The appellants have cited the case of Gurley, et al. v Wade Armentrout, et al., 6 O. C. C. (N. S.) 156 as being contra to the Berg case, supra. The Armentrout case, by coincidence, was decided by the Honorable Maurice H. Donahue while a member of the Circuit Court of Wayne County and the same Judge Donahue, at a later date decided the case of Berg v Merchant, et al., while a member of the United States Court of Appeals of this circuit. Evidently he had changed- his opinion as to the mandatory requirement of §12080 GC when he decided the Berg case. This Court held in the case of Hayes v Peak, decided June 28, 1934, being case No. 2416, that in an action contesting a will the executor is a necessary party and must be made a party as executor within the statutory time, although he has been sued as an individual within such time.

The case of Myers, Exrx. v Hogue, et al., 45 Oh Ap 330, presented the converse of the situation in the Berg case, in that the Court held that although the executrix was made a party in her representative capacity she was not by virtue of that fact made a party as an individual. The Court, after pointing out the mandatory character of §12080 GC, at page 335, said:

“An executor, as previously pointed out, has interests in an estate not possessed by a beneficiary. When summond into court in a will contest, it is these interests he would protect. *261 * * * The heirs at law well know the terms of §12080 GC, and that an executor has a duty to perform, and interests to protect, unlike those of a legatee or devisee.”

See also Sours v Shuler, 12 Abs 108; Bailey v Eakman, 12 Abs 290; Machovina, et al. v Machovina, et al,, 132 Oh St 171.

We are of the opinion that the imperative requirement of a statute may not be modified by a Court through a judicial decree. Any reading of exceptions into the statute would be judicial legislation. The Court must assume that the Legislature had a reason for requiring that the personal representative be made a party. We are therefore of the opinion that the administrator de bonis non was a necessary party defendant and the Court made no error in so ruling.

The next question for our consideration is whether or not the action against the administrator de bonis non was commenced within the required statutory period.

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Bluebook (online)
79 N.E.2d 147, 83 Ohio App. 225, 51 Ohio Law. Abs. 258, 38 Ohio Op. 301, 1948 Ohio App. LEXIS 792, Counsel Stack Legal Research, https://law.counselstack.com/opinion/campbell-v-johnson-ohioctapp-1948.