Davidson v. Brate

337 N.E.2d 642, 44 Ohio App. 2d 248, 73 Ohio Op. 2d 253, 1974 Ohio App. LEXIS 2748
CourtOhio Court of Appeals
DecidedOctober 21, 1974
DocketCA 74-01-0012
StatusPublished
Cited by6 cases

This text of 337 N.E.2d 642 (Davidson v. Brate) 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
Davidson v. Brate, 337 N.E.2d 642, 44 Ohio App. 2d 248, 73 Ohio Op. 2d 253, 1974 Ohio App. LEXIS 2748 (Ohio Ct. App. 1974).

Opinion

Shannon, J.

This is an appeal from an order of the Court of Common Pleas of Butler County granting a motion to dismiss a Complaint and an Amended Complaint for declaratory judgment on the ground that both failed to state a claim upon which relief could be granted.

Plaintiffs, the appellants herein, are nephews and nieces and the sole heirs at law and next of kin of one Maud Warner, deceased. They sought a judgment declaring invalid certain provisions of documents which purported to be the last will and testament, with codicils, of Maud Warner. The Complaint alleged that those writings had been admitted to probate in Butler County as Maud Warner’s last will and testament and that the estate was being administered in the probate court there. Relief was sought pursuant to R. C. Sections 2721.01 through 2721.15, and Civil Rule 57. The plaintiffs alleged that they were persons interested under the will who were seeking a declaration of their rights, status and legal relations under such instrument.

In the fifth paragraph of their Complaint, plaintiffs *249 claim that “* # * the items and paragraphs * * * under which the defendant Myra G. Brate was nominated as executrix and * * * whereby all defendants became beneficiaries are separate and distinct from the other portions of the will” and that “the defendant Foster Brate [beneficiary and trustee for other beneficiaries under the will] had servr ed as attorney or legal advisor of Maud. Warner * * # and exercised undue influence and otherwise in validly provided for benefits to himself” and the other beneficiaries, none of whom had any natural claim to the estate.

Accordingly, plaintiffs prayed that the items referred to in paragraph five of the Complaint be declared invalid and null and that the plaintiffs be declared to be entitled to all benefits lost by the defendants. Defendants, the appellees, responded by their motion to dismiss the Complaint, contending that R. C. Chapter 2741 provides the exclusive remedy for contesting the validity of a will which has been admitted to probate.

The plaintiffs then filed a memorandum in opposition to the motion and incorporated therein a “Statement of Facts” setting forth allegations not contained in the Complaint. Essentially, these allegations touched upon criminal proceedings against Foster Brate and thé cancellation of his license to practice law in Ohio. Promptly, the defendant, Myra Brate, executrix, moved to strike the statement of facts and exhibits as immaterial to the issues.

Before either the motion to dismiss the Complaint or the motion to strike was ruled upon, the plaintiffs filed an Amended Complaint in which they pleaded substantially what had been alleged in the Complaint and what was contained in the statement of facts included in their memorandum.

The court dismissed the Complaint and the Amended Complaint because they failed to state a claim upon which relief could be granted, thus prompting this appeal, biff the record fails to reveal any ruling upon the motion to strike.

The singular assignment of error is:

“Where, in a declaratory judgment action, the complaint alleges that: (1) the attorney who drew a will and *250 his family were legal strangers to the testatrix; (2) parts of said will and codicils conferred substantial bequests, legacies, and other benefits upon said ex-attorney previously convicted for embezzling funds from an estate as well as benefits to the ex-attorney’s wife and his grandchildren; (3) the ex-attorney was named executor of the estate but deferred to his wife, who was named alternate executrix; then a complaint to declare those parts of the will invalid states a claim upon which relief can be granted, and a decision below dismissing the -declaratory judgment action' for failure to state a claim is erroneous.”

The first of the several arguments advanced by plaintiffs to support the assignment is that a will may be held valid in part, and void in part, if the rejection of the invalid provisions do not change the general scheme of disposition entertained by the testator. The Supreme Court, in Mears v. Mears (1864), 15 Ohio St. 90, at 95, referred to such a rule with apparent approval and some courts have since given it limited application. Plaintiffs urge that this rule of partial invalidity should be extended to comprehend instances where a will is being challenged on grounds of undue influence, admitting, however, that research has failed to unearth any case in Ohio so applying the rule.

We deem it unecessary to rule upon the question of whether the will involved here may be held valid in part and void in part (or to comment upon the court’s apparent failure to dispose of the motion to strike) because the dis-positive issue in the case is whether the will could be contested in an action for a declaratory judgment in which the Complaint alleged that undue influence had been exercised upon the testatrix; i. e., that she was under restraint when, the will was made.

R. C. 2721.03 (construction or validity of instrument) provides, in pertinent part:

“Any person interested under a * * * will * * * may have determined any question of construction or validity arising under such instrument * * * and obtain a declaration of rights, status, or other legal relations thereunder.”

Using the mandate established by. paragraph one of the syllabus in Sessions v. Skelton (1955), 163 Ohio St. 409, *251 that “the remedy afforded by the Declaratory Judgments Act is to be liberally construed and freely applied” as a fundament, plaintiffs predicate that the legislature did not intend the will contest statutes to be the exclusive basis for testing the validity of a will and that an action for declaratory judgment is an efficient and appropriate alternative.

We cannot agree. Bather, we are persuaded that in Ohio, despite the use of the word “validity” in B. C. 2721.-03, the exclusive method of challenging a will alleged to be invalid on the ground of undue influence is by a will contest action brought pursuant to B. C. Chapter 2741, and that in such instance an action for a declaratory judgment under B. C. Chapter 2721 does not lie.

Although State, ex rel. The Cleveland Trust Co., v. Probate Court (1960), 12 Ohio Op. 2d 307, involved an action for a writ of prohibition rather than one for declaratory judgment, it embodies a scholarly examination of the authorities bearing upon the issue confronting us.

The Court of Appeals for Cuyahoga County, in that case, declared the issue to be:

“Do the will contest provisions of Bevised Code, Sections 2741.01 to 2741.09, inclusive, afford the exclusive remedy for challenging the validity of a will that has been duly admitted to probate?” (Page 309.)

The court concluded that “numerous authoritative pronouncements of our Supreme Court clearly establish” that the will contest statutes afford the exclusive remedy for challenging the validity of a will that has been admitted to probate. See, State, ex rel. Cleveland Trust Co., v. Probate Court, supra

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Bluebook (online)
337 N.E.2d 642, 44 Ohio App. 2d 248, 73 Ohio Op. 2d 253, 1974 Ohio App. LEXIS 2748, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davidson-v-brate-ohioctapp-1974.