Caswell v. Lermann

88 N.E.2d 405, 85 Ohio App. 200, 40 Ohio Op. 148, 1948 Ohio App. LEXIS 668
CourtOhio Court of Appeals
DecidedOctober 18, 1948
Docket615
StatusPublished
Cited by13 cases

This text of 88 N.E.2d 405 (Caswell v. Lermann) 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
Caswell v. Lermann, 88 N.E.2d 405, 85 Ohio App. 200, 40 Ohio Op. 148, 1948 Ohio App. LEXIS 668 (Ohio Ct. App. 1948).

Opinion

Carpenter, J.

This was an action to contest a will. It was commenced on February 4, 1947. At the close of plaintiff’s case, a motion for a directed verdict for defendants was granted and judgment was entered *201 thereon. This appeal on questions of law was taken by plaintiff.

A motion to dismiss the appeal was filed by defendants. This was submitted to the court at the same time the appeal on the merits was argued.

The basis of the motion is that the appeal “is not taken from the final judgment.”

The following material facts are undisputed:

The judgment was entered on February 11, 1948; a motion for a new trial was timely filed on February 20th; the journal entry overruling the motion on June 25th, and the notice of appeal was seasonably filed on July 12th and the appeal was “from a judgment rendered by the Court of Common Pleas * * ' on the 25th day of June, 1948.”

As the court understands the defendants’ motion to dismiss, it is not contended that the motion for a new trial or the notice of appeal was not filed in time. The sole contention is that because the notice of appeal specifies that the appeal was taken from the order overruling the motion for a new trial and not from the judgment, “that therefore this matter is not appeal-able matter as made and provided for by Jaw.”

On one or the other of two bases, this motion may be overruled:

1. That by the act of the General Assembly passed June 28, 1945, 121 Ohio Laws, 366 “relative to the definition of a new trial and time for perfecting appeal,” an order overruling a motion for a new trial and vacating a judgment is a final order as defined by Section 12223-2, General Code, and hence one from which an appeal may be taken.

In the recent decision of McAtee v. Western & Southern Life Ins. Co., 82 Ohio App., 131, 81 N. E. (2d), 225, the court reasoned that by the terms of that section of the General Code, as amended, granting a motion for *202 a new trial now includes the vacation of the previously entered judgment; hence under the rule announced in Cox v. Cox, 104 Ohio St., 611, 136 N. E., 823, the order overruling such motion is a final order and the proper subject of an appeal. To the same effect, by the same court, is Williams v. Martin, 82 Ohio App., 395, 81 N. E. (2d), 806.

2. But if that conclusion is not correct, and this notice of appeal should have specified the judgment of February 11th as the action of the court from which the appeal should have been taken, no prejudice resulted to the defendants.

Immediately following the enactment of the Appellate Procedure Act in 1935, this court and some other Courts of Appeals tended to apply rather strict and literal interpretations of the terms and provisions of that act in respect to the procedure to effect an appeal. By a series of decisions, the Supreme Court has disapproved that practice and made manifest its purpose to give liberal construction to appellate matters as is directed by Section 10214, General Code.

These decisions started with Loos v. Wheeling & Lake Erie Ry. Co., 134 Ohio St., 321, 16 N. E. (2d), 467, and Capital Loan & Savings Co. v. Biery, 134 Ohio St., 333, 16 N. E. (2d), 450, decided on the same day. In the latter case there was no formal notice of appeal filed. The journal entry overruling the motion for a new trial closed with the statement “and defendants hereby give notice of appeal.” This entry was approved by both counsel. With two judges dissenting, this was held sufficient. In his opinion, Judge Myers said:

“Although not complying in a technical sense with Section 12223-5, General Code, it appears to have served the purpose intended.
“Manifestly, the purpose of such a notice is to ap *203 prise the opposite party of the taking of an appeal. Since such journal entry was approved by counsel for both parties, both had actual notice thereof. Under the circumstances plaintiff could not be prejudiced or taken by surprise. There was only one judgment and only one court from which and to which an appeal could be taken. ”

In Mosey v. Hiestand, Trustee, 138 Ohio St., 249, 34 N. E. (2d), 210, in two cases, specific dates were given for the judgments from which the appeals were taken. They were both wrong, yet, following Couk v. Ocean Accident & Guarantee Corp., Ltd., 138 Ohio St., 110, 33 N. E. (2d), 9, the appeals were sustained and the right of appellants to amend the notices was recognized. In the recent decision of In re Guardianship of Wisner, 148 Ohio St., 31, 72 N. E. (2d), 751, these decisions were cited and followed, and the importance of liberality in procedural matters, as required by Section 10214, General Code, was emphasized.

In Bank of Elmore Co. v. Damschroder, 69 Ohio App., 15, 42 N. E. (2d), 781, and the recent decision in Williams county, American Security Corp. v. Martin, 83 Ohio App., 477, 84 N. E. (2d), 306, this court followed the above cited decisions. In each of those cases, as in this case, there was but one judgment and one notice of appeal which was timely filed and served to inform the defendants of the plaintiff’s intention to appeal to the Court of Appeals. No claim is made here that prejudice or surprise has resulted to defendants. The motion to dismiss the appeal will be overruled.

The will in contest was signed by Frank S. Latham as testator on August 3, 1943. He died on August 6, 1946. The pleadings admit that the will was duly probated on September 6, 1946.

*204 The plaintiff’s interest in the will was that by a former will executed December 15, 1939, he was given a beneficial interest which would be destroyed by this will. This was a sufficient interest to qualify him to bring this action. Kennedy, Exr., v. Walcutt, 118 Ohio St., 442, 161 N. E., 336. Latham was a widower and had no relatives. Plaintiff, Myron J. Caswell, and the testator were very aged men, had been friends and had business dealings with each other for many years. Mr. Latham had acknowledged some indebtedness to plaintiff.

For some years before 1943, Mr. Latham’s sight and hearing had been failing, and at the time of the execution of this will, both were quite dim. Since 1937, defendant Albert F. Lermann had been Latham’s attorney. For him he had drafted the 1939, will. From the evidence it appears that shortly before the will in contest was drawn, Latham discussed with Lermann the changes he wanted to make in his will. These included the omission of the legacy to plaintiff and the inclusion of one to Lermann, who was also made one of two residuary beneficiaries. In other respects, there was little change from the 1939 will.

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Bluebook (online)
88 N.E.2d 405, 85 Ohio App. 200, 40 Ohio Op. 148, 1948 Ohio App. LEXIS 668, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caswell-v-lermann-ohioctapp-1948.