Conrad v. Sarver

124 N.E.2d 749, 97 Ohio App. 199, 55 Ohio Op. 453, 1954 Ohio App. LEXIS 701
CourtOhio Court of Appeals
DecidedMarch 2, 1954
Docket5028
StatusPublished
Cited by3 cases

This text of 124 N.E.2d 749 (Conrad v. Sarver) 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
Conrad v. Sarver, 124 N.E.2d 749, 97 Ohio App. 199, 55 Ohio Op. 453, 1954 Ohio App. LEXIS 701 (Ohio Ct. App. 1954).

Opinion

Per Curiam.

This is an appeal on questions of law from a judgment of the Probate Court, dismissing the second amended petition of plaintiff after the sustaining of a demurrer thereto, plaintiff electing not to plead further. There are two grounds for the demurrer, first, that the second amended petition does not state a cause of action, and, second, that several causes of action are improperly joined.

The court sustained the demurrer on both grounds. In the second amended petition, the ’ plaintiff avers that the final account of the executrix of decedent’s estate was approved and confirmed on October 2, 1950, and that she was the owner and holder of notes payable to her and signed by decedent in his lifetime under dates of November 20, 1937, for $5,000, November 9, 1938, for $1,500, April 22,1939, for $1,500, and November 22, 1939, for $1,500, all past due and unpaid at the time of the death of Sarver. Plaintiff alleges also:

“That in the spring of 1937, she had a nervous breakdown which the deceased knew about at all times hereinafter set forth; that from then on and for years thereafter this applicant was unable, either mentally or physically, to handle her affairs which deceased knew about; that the deceased, knowing of her condition persuaded and induced this applicant to loan bim the sums as appearing in the notes above described.”

She alleges further:

“That because of her condition she was unable to protect her interest in the within estate and that her inability continued during the time said estate was being administered and so continued until approximately six months prior to the filing of the original petition herein.”

*201 She alleges further that the executrix did not make disclosure to the court of the obligations owing by the deceased at the time of his death, of which the executrix knew before she made final distribution of the assets of the estate and before she filed her final account, and that her conduct was a fraud upon the court and an irregularity on her part in obtaining a final judgment approving her final account.

Plaintiff prays that the final order of the court approving and confirming the final account of the executrix be reopened, that the executrix be ordered either to recognize and allow the claim of plaintiff as presented to her, or in the alternative to disallow the claim and to notify plaintiff of such disallowance in writing and her reason for so doing and for all other relief to which plaintiff is entitled, either in law or in equity, in the premises.

We give particular» attention to the first branch of the demurrer, which questions the sufficiency of the allegations of the second amended petition to state a cause of action. A sustaining of the second ground of the demurrer would not affect the merits of the cause. Hizar, an Infant, v. Cowan, 51 Ohio App., 1, 199 N. E., 196.

The briefs of the parties take a wide range and discuss many aspects of the case. Numerous cases are cited by counsel for plaintiff, particularly affecting Sections 10509-118 and 10506-40, General Code, which cases were decided before the present sections were enacted. The last amendment to Section 10506-40, General Code, was effective' September 29, 1945, and the last amendment to Section 10509-118, General Code, became effective August 22, 1941.

The claim of the plaintiff is that she was under legal disability at all times from a period prior to the execution of the notes which she claimed were unpaid until *202 about six mouths prior to the filing of her petition; that decedent, with knowledge of her incapacity, prevailed upon her to loan the money for which the notes were given; that this act was at all times known to the executrix; that at all times up to and including the date when her final account was approved and settled, defendant-executrix had knowledge of the existence of the indebtedness to plaintiff; that, notwithstanding, she closed her account and distributed the assets of the estate; and that this conduct on the part of the defendant, as executrix, constituted fraud.

There is some difference between counsel for the parties as to whether the equitable jurisdiction of the Probate Court is broad enough to accord any relief to the plaintiff, if her second amended petition states a cause of action. It is recognized that the equitable jurisdiction of the Probate Court is to dispose of any matter properly before the court, unless the power is otherwise limited or denied by statute. Section 10501-53, General Code. We are satisfied that if the petition states a cause of action the Probate Court had sufficient equitable jurisdiction to grant part, if not all, of the relief sought.

The basis for the vacation of the order settling the final account of the executrix is found in Section 10o06-40, General Code, which, in part, provides:

“The order of the court upon the settlement of an account shall have the force and effect of a judgment. Such order may be vacated only as follows:
“ (a) Such order may be vacated for fraud, upon motion of any person affected thereby * * * if such motion is filed * * * within one year after discovery of the existence of the fraud. Any person who is subject to any legal disability may file such motion at any time within one year after the removal of such disability *203 * * * or his guardian or a successor guardian may do so during the period of such disability.”

Two questions are immediately projected by the application of this section to the facts pleaded:

(1) Was the plaintiff under legal disability?
(2) Do the facts pleaded constitute fraud?

Legal disability is defined as follows in Section 10512-2, General Code:

“The term ‘legal disability’ as used in this act shall include the following: (a) persons under the age of twenty-one years; (b) persons of unsound mind; (c) persons in captivity; (d) persons under guardianship of the person and estate or either.”

Manifestly, the test here is whether the second amended petition charges that the plaintiff, during the material period involved, was a person of unsound mind. The specific language of her petition is that “this applicant was unable, either mentally or physically, to handle her affairs. ’ ’

We held’ as follows in the case of In re Estate of Price, 87 Ohio App., 23, 93 N. E. (2d), 769, in the first paragraph of the syllabus:

“The term ‘legal disability,’ as used in Section 10509-134, General Code, is defined in Section 10512-2, General Code, and applies to ‘persons of unsound mind. ’ The words, ‘ of unsound mind, ’ under the provisions of Section 10213, General Code, include every species of mental deficiency or derangement.”

Judge Wiseman in writing the opinion in that case relied upon Lowe, Gdn., v. Union Trust Co., 124 Ohio St., 302, 178 N. E., 255, wherein the court construed the phrase, “of unsound mind,” as found in Section 10213, General Code. The court in

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193 N.E.2d 305 (Ohio Court of Appeals, 1963)
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Cite This Page — Counsel Stack

Bluebook (online)
124 N.E.2d 749, 97 Ohio App. 199, 55 Ohio Op. 453, 1954 Ohio App. LEXIS 701, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conrad-v-sarver-ohioctapp-1954.