Chupp v. Tomas

216 N.E.2d 658, 7 Ohio Misc. 204, 36 Ohio Op. 2d 317, 1966 Ohio Misc. LEXIS 279
CourtCuyahoga County Probate Court
DecidedMay 9, 1966
DocketNo. 669075
StatusPublished

This text of 216 N.E.2d 658 (Chupp v. Tomas) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chupp v. Tomas, 216 N.E.2d 658, 7 Ohio Misc. 204, 36 Ohio Op. 2d 317, 1966 Ohio Misc. LEXIS 279 (Ohio Super. Ct. 1966).

Opinion

ANdebws, Chief Referee.

This is a declaratory judgment action brought by Robert J. Chupp, the son and only child of John Chupp. It involves problems relating to the so-called “half- and-half” statute, Section 2105.10, Revised Code.

Most of the facts are of record. In addition, the parties have filed a stipulation of facts.

John Chupp died testate on February 13, 1955, owning an undivided one-half interest in two parcels of real estate. He owned no other property. Julia Chupp (also known as Julia Csupp) was his surviving spouse, and the sole legatee and de-visee under his will. She thereby became the owner of John Chupp’s undivided one-half interest in the two parcels. She was also the executrix of his estate.

Pursuant to the inventory filed in and approved by this court in the administration of John Chupp’s estate, Julia Chupp was allowed $3,500 for her year’s allowance under Section 2117.20, Revised Code, and $2,100 for her statutory exemption under Section 2115.13, Revised Code. In addition, she defrayed the expense of John Chupp’s funeral in the amount of $2,167.78, making a total of $7,767.78 for the three items.

[206]*206During the administration of the estate of John Chupp, his executrix, Julia Chupp, filed no accounts. However, on March 10, 1956, she filed, as executrix, a final statement, in which she declared:

“That there are no debts against the estate of John Csupp and that all of the real estate belonging to said estate have (sic) been transferred to her as sole beneficiary under the terms of the Last Will and Testament of said John Csupp.
“Affiant further states that all of the costs of administration including attorney’s fees have been fully paid.”

John Chupp and John Csupp are one and the same person.

The final statement was approved, and the estate was closed.

Robert J. Chupp is the ‘ ‘ surviving son and sole heir of John Chupp” (Stipulation p. 2). Julia Chupp died intestate on December 5, 1964, and Robert J. Chupp (her stepson) was appointed the administrator of her estate. After John Chupp’s death, Julia did not remarry, nor did she ever have any children of her own.

At the time of her death, Julia Chupp owned the identical undivided one-half interest in the two parcels of real estate received by her under her husband’s will. She also owned the remaining undivided one-half interest in the two parcels, but that interest is not involved in this litigation.

Figuring from the inventory and appraisal, it appears that an undivided one-half interest in Parcel No. 1 is valued at $3,500, and in Parcel No. 2 at $8,000, making a total of $11,500.

At the commencement of the present action, Julia Chupp’s only heirs were her brother, John Tomas, and her sister, Eliza-bith (or Elizabeth) Csabina, both of whom resided in “Slovakia.” During the pendency of the action, John Tomas died, leaving as his heirs four children, all living in “Slovakia.”

Plaintiff contends that under Section 2105.10, Revised Code (the half-and-half statute), he is entitled to inherit and receive title to the undivided one-half interest in the two parcels, and he asks this court to so declare.

Defendants, the heirs of Julia Chupp, contend that plaintiff is entitled to only one-half of the undivided one-half interest in the property; in other words, to only an undivided one-fourth interest in each parcel.

[207]*207Defendants contend also that the $7,767.78 referred to above, representing Jnlia Chupp’s year’s allowance and statutory exemption, and the payment by her of her husband’s funeral expenses, should be adjudged a lien in favor of defendants against plaintiff’s undivided interest in the property. With this contention, plaintiff disagrees. He denies that any claim or lien exists against the property. He argues that Julia Chupp waived her right to her year’s allowance and statutory exemption and to her claim for reimbursement for the payment of John Chupp’s funeral expenses.

With reference to the first issue, it is clear that plaintiff is entitled to an undivided one-half interest in the two parcels of real estate, rather than to an undivided one-quarter interest. The pertinent part of Section 2105.10, Revised Code, reads:

“When a relict of a deceased husband or wife dies intestate and without issue, possessed of identical real estate or personal property which came to such relict from any deceased spouse by * * * devise * * #, such estate, real and personal, except one half thereof which shall pass to and vest in the surviving spouse of such relict, shall pass to and vest in the children of the deceased spouse from whom such real estate or personal property came * * * If there are no children or their lineal descendants, such estate, except for the one-half passing to the surviving spouse of such relict, shall pass and descend as follows:”

Inasmuch as Julia Chupp left no surviving spouse or issue, the undivided one-half interest received by her under John Chupp’s will goes to Robert J. Chupp, the plaintiff, who is John Chupp’s only child. The very language of the second sentence quoted above (which is followed by the lines of descent from which the statute derives its “half-and-half” name) shows that it is inapplicable if there are children of the first deceased spouse.

In his reply brief, counsel for the defendants concedes that an undivided one-half of the property came to Julia Chupp through her deceased spouse’s will. Counsel then concludes that under the half-and-half statute, only one-half of the one-half comes to plaintiff. But this completely overlooks the quoted language of the statute. Perhaps counsel is confused by the clause “except one half thereof which shall pass to and vest in ■the surviving spouse of such relict.” Had Julia Chupp remar[208]*208ried and left a spouse surviving her, that spouse would have received one-half of the undivided one-half interest, and Robert J. Chupp the other one-half of the undivided one-half interest. It is the surviving spouse of the relict who is entitled to the one-half, and where there is no surviving spouse of the relict, the child of the previously deceased husband takes all of the “identical” property owned by the relict. The matter is well put in a recent law review article.

“ * * * the key to a proper understanding of the statute is gathered from its purpose to protect the children of a deceased spouse who had transferred property to a relict without consideration. These (and their issue) are the primary beneficiaries of the statute, and if the relict or intestate died without leaving issue or a surviving spouse, they take all the identical property.” Carmack, Common Problems in Administration of Decedents’ Estates, 14 Cleveland-Marshall L. Rev. 179 at 183-184 (1965). See also Merrick-Rippner, Ohio Probate Law, Text 25 (14), Example No. 6 (1960), presenting the same situation as that in the instant case.

Plaintiff’s brief refers to In re Estate of Sherick (1957), 167 Ohio St. 151, 146 N. E. 2d 727. Defendants claim that this case is not germane to the issue. I do not agree with them. In the Sherick case, Abram L. Sherick died testate in 1917. Under his will the sole legatees and devisees were Elsie C. Sherick, his second wife, and two sons of his first marriage, who were his only lineal descendants, heirs at law, and next of kin.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Riley, Admr. v. Keel
85 N.E.2d 123 (Ohio Court of Appeals, 1946)
Miller v. Miller, Admr.
197 N.E. 134 (Ohio Court of Appeals, 1934)
Russell v. Roberts
7 N.E.2d 811 (Ohio Court of Appeals, 1936)
Kaczenski, Exr. v. Kaczenski
193 N.E.2d 731 (Ohio Court of Appeals, 1962)
McColm v. Orebaugh
178 N.E. 280 (Ohio Court of Appeals, 1931)
Roberts v. Jones
91 N.E.2d 817 (Ohio Court of Appeals, 1949)
Miller v. Miller, Admr.
194 N.E. 450 (Ohio Supreme Court, 1935)
Kluever v. Cleveland Trust Co.
173 N.E.2d 183 (Ohio Court of Appeals, 1961)
Battista v. Feihl
191 N.E.2d 597 (Cuyahoga County Probate Court, 1963)

Cite This Page — Counsel Stack

Bluebook (online)
216 N.E.2d 658, 7 Ohio Misc. 204, 36 Ohio Op. 2d 317, 1966 Ohio Misc. LEXIS 279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chupp-v-tomas-ohprobctcuyahog-1966.