De Wolf v. Frazier

73 N.E.2d 212, 80 Ohio App. 150, 49 Ohio Law. Abs. 244, 35 Ohio Op. 485, 1947 Ohio App. LEXIS 659
CourtOhio Court of Appeals
DecidedMay 10, 1947
Docket139
StatusPublished
Cited by9 cases

This text of 73 N.E.2d 212 (De Wolf v. Frazier) 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
De Wolf v. Frazier, 73 N.E.2d 212, 80 Ohio App. 150, 49 Ohio Law. Abs. 244, 35 Ohio Op. 485, 1947 Ohio App. LEXIS 659 (Ohio Ct. App. 1947).

Opinion

OPINION

By WISEMAN, PJ.

This is an appeal on questions of law and fact from the judgment of the Probate Court of Shelby County, Ohio, rendered in an action for declaratory judgment, in which the court construed the will of Ella Miller, deceased.

The said Ella Miller died testate, a resident of Shelby County, Ohio, October 18, 1940, leaving a last will and testament, which was duly admitted to probate in the Probate Court of Shelby County, Ohio, on October 29, 1940, on which date Jesse L. Frazier duly qualified as Executor of said will.

The chief beneficiary under t'he will of Ella Miller was her sister, Agnes Frazier, who died testate, a resident of Shelby County, Ohio, on October 24, 1945, leaving a last will and testament, which was duly admitted to probate in the Probate Court of Shelby County, Ohio, on November 8, 1945, in which Jesse L. Frazier, the surviving spouse of Agnes Frazier, was named the chief beneficiary.

The plaintiffs, Jean Bull De Wolf and Georgialee Bull Fur-niss, are the children of Sleeter Bull, who is a nephew of Ella Miller, deceased, and on March 2, 1935, the date on which the will of Ella Miller was executed, resided in Urbana, Illinois.

The will of Ella Miller, in Item 5, provides as follows:

“Item 5. The balance of my estate both real and personal of every description be given to my sister, Ag'nes Frazier, of Sidney, Ohio, if she still be living, to do with and use as she *246 see best fit to do. And after her death what is left if any be given to my nephews children which are now living, of Ur-bana, Illinois, to share and share alike.”

In the will of Agnes Frazier the substantial part of the .estate is disposed of in Item 4, which is as follows:

“Item 4. I- give, devise, and bequeath the rémainder of my property,-real and personal, of every kind and description wheresoever situate, which I may own or have the right to dispose of at the time of my decease, to my husband, Jesse L. Frazier, absolutely and in fee simple.”

Under the will of Ella Miller, there passed to Agnes Frazier certain personal property and a piece of real estate. During her lifetime Agnes Frazier possessed all the personal property and occupied the real estate. At the time of the death of Agnes Frazier there remained in her possession certain personal property and said real estate.

The plaintiffs claim that under the will of Ella Miller a life estate, with power to consume, was given to Agnes Frazier, and the remainder, in fee simple, to the plaintiffs; that upon the death of Agnes Frazier they became the absolute owners in fee simple of all of said property, which was pnconsumed. The defendant contends that Agnes Frazier took a fee simple estate in all said property under the will of Ella Miller, and that the attempted disposition of the property unconsumed by Agnes Frazier was void.

What estate vested in Agnes Frazier, under Item 5 of the will of Ella Miller? If she was vested with an estate in fee simple, upon her death such property passed under her will to the defendant, Jesse L. Frazier; if she was vested with a life estate, with power to consume, upon her death such property as remained unconsumed passed to the plaintiffs.

In a will construction suit the cardinal rule for the court to follow is to ascertain and give effect to the intention of the testator. The intention of the testator must be gathered from the four corners of the will. Rules of construction are to be followed only as they are found to be aids to a determination of that intention.

We recognize the rule that where a fee simple estate is clearly given and attempt to give a limitation over of the remainder is void. Vol. 41 O. Jur., p. 742, Sec. 626.' However, the difficulty which the court experiences in all such cases is in determining whether a fee simple estate is given. It is conceded that the will of Ella Miller was drawn by a lay *247 man, and not by a skilled draftsman. Thus, in arriving at the intention of the testatrix the court is required to give the words used their usual and ordinary meaning. In the use of the words “to my sister, Agnes Frazier, of Sidney, Ohio, if she still be living, to do with and use as she see best fit to do,” did Ella Miller intend to pass a fee simple estate? If there were no other provisions in the will to be taken into consideration it may be construed to pass a fee simple estate. However, the words, “to do with and use as she see best fit to do,” do not clearly and definitely show an intention to devise a fee simple estate. The fact that the testatrix used these words at all shows an intention to devise an estate less than a fee simple. If a fee simple estate were intended to be given no such words were required, for the reason that a fee simple estate carries with it the absolute power of disposal. Had these words been omitted the situation would have required the application of the rule that where an estate is devised to a person, generally, with no power of disposal expressed, but followed by devise to another person of what shall remain undisposed of at the death of the first taker, the first devisee takes a fee simple estate. While an unlimited power of disposal is an essential element of a fee simple estate, an unlimited power of sale is consistent with a grant of the life estate if the will as a whole is susceptible of such a construction. In order to ascertain the intention of the testatrix the two clauses granting an estate must be construed together. The remainder clause is as follows:

“And after her death what.is left if any be given to my nephews children which are now living, of Urbana, Illinois, to share and share alike.”

The language used in the second clause is as clear, plain and unequivocal as that in the first clause. Thus, this case does not fall in that catagory of cases which hold that where a fee simple estate is granted in one clause in plain and unequivocal language, such estate cannot be cut down by a subsequent clause of doubtful meaning. The plain and unequivocal language used in the remainder clause reflects the purpose of the testatrix as to the character of the estate which she intended to devise to Agnes Frazier. In ascertaining the •intention of the testatrix we have a right to assume that if the testatrix had intended to devise a fee simple estate to Agnes Frazier she would not have provided for a disposition of the remainder; neither would there have been a necessity for the use of a qualifying clause. We are required to give *248 meaning and effect to both clauses, if possible. If the remainder clause is given that construction and effect which a reasonable interpretation and plain and unequivocal words require, the court must conclude that the testatrix did not intend to pass a fee simple estate to Agnes Frazier, but rather a life estate with power to consume.

The rule that a remainder limited upon an estate in fee simple is void is applied only where it clearly appears that the chief beneficiary is to get an absolute interest. Yol. 41 O. Jur., p. 742, Sec. 626. In the instant case it does not clearly appear that the testatrix intended to give an absolute estate in fee simple to Agnes Frazier. Consequently, the remainder clause does not fall because of repugnancy.

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

Related

Margolis v. Pagano
528 N.E.2d 1331 (Clermont County Court of Common Pleas, 1986)
Estate of Koval v. Koval
221 N.E.2d 490 (Cuyahoga County Probate Court, 1966)
In re Knickel, Will
185 N.E.2d 93 (Marion County Probate Court, 1961)
In re Will of Iles
175 N.E.2d 781 (Marion County Probate Court, 1960)
Sheldon v. Lewis
158 N.E.2d 919 (Madison County Court of Common Pleas, 1959)
Howell v. Commissioner
28 T.C. 1193 (U.S. Tax Court, 1957)
Routzong, Exrx. v. Minsterman
115 N.E.2d 54 (Ohio Court of Appeals, 1952)
Reiss, Exr. v. Pearson
101 N.E.2d 7 (Ohio Court of Appeals, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
73 N.E.2d 212, 80 Ohio App. 150, 49 Ohio Law. Abs. 244, 35 Ohio Op. 485, 1947 Ohio App. LEXIS 659, Counsel Stack Legal Research, https://law.counselstack.com/opinion/de-wolf-v-frazier-ohioctapp-1947.