Davis v. Warner, Admr.

192 N.E. 270, 47 Ohio App. 495, 18 Ohio Law. Abs. 26, 1933 Ohio App. LEXIS 305
CourtOhio Court of Appeals
DecidedDecember 12, 1933
StatusPublished
Cited by3 cases

This text of 192 N.E. 270 (Davis v. Warner, Admr.) 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
Davis v. Warner, Admr., 192 N.E. 270, 47 Ohio App. 495, 18 Ohio Law. Abs. 26, 1933 Ohio App. LEXIS 305 (Ohio Ct. App. 1933).

Opinion

Sherick, P. J.

This action was originally commenced in the Probate Court of Morrow county on the 12th day of December, 1932. Thereafter the cause was heard upon appeal by the Court of Common Pleas, and a different conclusion was therein reached. On September 14, 1933, error proceeding was instituted in this court. The matters presented are of more than passing interest inasmuch as the. proceeding is one under the declaratory judgment statutes, Sections 10505-1 to 10505-10, inclusive, General Code, enacted as a part of the new Probate Code. Its effective date was January 1, 1932. These named sections had a short life. They now stand repealed and supplanted by General Code Sections 12102-1 to 12102-16, inclusive, which are known as the “Uniform Declaratory Judgments Act”, and whose effective date is October 10, 1933.

It is apparent from the dates recited that the remedy invoked must be measured by such relief as is pro *497 vided in repealed Sections 10505-1 to 10505-10, inclusive, General Code.

The original petition was filed by Forrest McClelland as executor of the will of Frank McClelland, deceased. It recites that the testator died on January 29, 1932, and thereafter, on February 4, next, his will was admitted to probate; that his widow, Leah McClelland, died intestate on February 9, 1932, without having made an election to take under the will, and that the husband and wife died without issue. It is averred that the debts of the testator’s estate have been fully paid, and there remains in the executor’s hands the sum of $20,045.84, which he stands ready to pay to the legatees named in the will, the balance to be paid to the heirs of the deceased couple under the laws of descent and distribution.

It is pleaded that numerous questions have arisen as to the distribution to be made; a copy of the will is attached; and the direction and judgment of the court is prayed for.

The will gives all property, real and personal, to the wife for life, and at her death all is to go to testator’s nephews and nieces by blood, all of whom are parties hereto. The widow is survived by a brother and sister, they are parties herein, as is also the brother as administrator of his deceased sister. The brother as administrator was the appellant in the intermediate court.

T. B. Mateer, as assignee of one of the blood nephews of the testator, files an answer to the petition, and avers the facts to be that, prior to July 18, 1931, the testator and his widow entered into an agreement whereby at the death of either the property of the other was to go to the survivor for life, and at the death of the survivor the property of the testator was to go to his nephews and nieces, and the wife’s property to her heirs at law. We here mention this averment because it is now claimed that the court erred in *498 not receiving the agreement in evidence. There is no hill of exceptions here filed. We are therefore unable to say that error was committed thereby. In the absence of such, the presumption is otherwise, and we will indulge no other.

It is first urged that the Common Pleas Court was without jurisdiction to hear the appeal for two reasons: First, that the appellant administrator had given no bond, that he did not appeal in the interest of his trust, but in his individual capacity as one of the two heirs at law of his deceased sister, and, hence, that the filing of notice of his intention to appeal was not sufficient. This claim is without merit. The fact that he might eventually receive something as an heir at law out of his deceased sister’s estate does not make his appeal one for his sole benefit. The widow’s estate would primarily benefit by an advantageous judgment, and his interest, if any there might subsequently be, would only be secondary. We hold that Section 11209, General Code, has direct application, and that the giving of notice of intention to appeal was sufficient.

The • second reason assigned is that the Common Pleas Court was without jurisdiction to render a declaratory judgment. It is contended that the then Section 10505-1, General Code (114 Ohio Laws, 320, 362), provided that Probate Courts only had jurisdiction to so do, and that jurisdiction was exclusive in that court. This court held in the case’of Wagner v. Schrembs, 44 Ohio App., 44, 184 N. E., 292, that the Court of Common Pleas had no original jurisdiction in such matters, but it was not there determined that that court had no appellate jurisdiction in such a proceeding.

It is provided by the Constitution of Ohio that the Court of Common Pleas shall have such jurisdiction as shall be fixed by law. And we find it then enacted, in Section 10505-5, General Code, that such an appeal might be taken to the Court of Common Pleas, as in other matters. This section must therefore conclu *499 sively refute the second reason assigned. The proceeding was appealable to the Court of Common Pleas.

It was the judgment of the Probate Court that the entire estate of the testator should go to his nephews and nieces under the provisions of the will. The Court of Common Pleas reached the conclusion that the widow, having failed to make an election within the time prescribed by law, took under the statute of descent and distribution, and hence her estate was entitled to the one-half of her husband’s estate. These contrary judgments reflect the reason for this proceeding in error.

It is now claimed by counsel for the legatees that Section 10504-60, General Code, does not apply in this instance for the reason that the widow died prior to the filing of the schedule of debts, and that the section can only apply when a widow dies within one month after such schedule is filed. In other- words, the plaintiffs in error claim that a surviving spouse cannot make an election until after such schedule is filed and service of citation made upon her.

We believe it to have been the general understanding, judicially recognized, that, after the expiration of the period of one year in which an election might have been made, after citation had been issued, as provided in Section 10567, General Code, now repealed, an election could not be made. It amounted to and was a statute of limitation. This section is now supplanted by Section 10504-55, General Code, which shortens the time of limitation to thirty days. The new section, however, contains- a further salient provision, in that it repeals old Section 10566, General Code, which provided that a citation to make an election should issue forthwith after probate of the will. The Legislature now recognizes in Section 10504-55, General Code, that this was unfair, in that a widow should not be forced to elect before it could be known just what indebtedness stood against the estate, when the estate’s value *500 was undeterminable. Hence the present act’s direction and change in this respect is but a postponement of the time of issuance of. the citation. It was not the intention of the statute to say that an election could not be made until after a schedule of debts had been filed and citation issued. Such was not the practice under the old law and should not be under the new.

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Bluebook (online)
192 N.E. 270, 47 Ohio App. 495, 18 Ohio Law. Abs. 26, 1933 Ohio App. LEXIS 305, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-warner-admr-ohioctapp-1933.