Dorfmeier v. Dorfmeier

123 N.E.2d 681, 69 Ohio Law. Abs. 15, 1954 Ohio Misc. LEXIS 368
CourtMontgomery County Probate Court
DecidedJune 19, 1954
DocketNo. 125539
StatusPublished
Cited by7 cases

This text of 123 N.E.2d 681 (Dorfmeier v. Dorfmeier) is published on Counsel Stack Legal Research, covering Montgomery County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dorfmeier v. Dorfmeier, 123 N.E.2d 681, 69 Ohio Law. Abs. 15, 1954 Ohio Misc. LEXIS 368 (Ohio Super. Ct. 1954).

Opinion

OPINION

By LOVE, J.

This cause came on to be heard upon the petition of William D. Dorfmeier, the duly appointed guardian of the estate of Frances Hope Meeks, surviving spouse of Carl B. Meeks, for authority to elect to purchase the mansion house of the decedent at the appraised value on behalf of his ward. The administrator of the estate of Carl B. Meeks, the minor children of the decedent, and all others having an interest in said property are properly before the Court by service of summons or by pleadings duly filed. The answers filed by the guardian ad litem for the minor children of the decedent and by the trustee for the suit of the incompetent generally deny all allegations of the petition.

The evidence discloses that the principal asset of the estate of Carl B. Meeks, deceased, is an undivided one-half (%) interest in the real estate which the surviving spouse through [18]*18her guardian seeks to elect to purchase and that the other undivided one-half (y2) interest is owned by the surviving spouse. The evidence further discloses that she has considerable credit against her deceased husband’s estate by virtue of her statutory exemption and years allowance and that she is also individually liable for the full amount of a mortgage on said property which she executed when she, was competent. The evidence does not disclose any additional liability to be incurred on behalf of the incompetent. The evidence further discloses that the tentative arrangements made by the guardian of Frances Hope Meeks following the purchase of the property will provide a home for this incompetent during trial visits from the Dayton State Hospital, will provide a home for the minor children of the incompetent, and will be a source of income for the support of the incompetent and her family. The evidence further discloses that the property sought to be purchased is a frame double house, one side of which was occupied by the decedent and his family during his lifetime. The other side is divided into two apartments, one on the first floor and one on the second floor which have been and still are rental units. The basement extends under both sides of the house and there is no garage on the premises. That side of the house which consists of the rental units provides a return of slightly in excess of five percent (5%) on the capital investment based upon present value.

Before considering the right of an incompetent spouse to purchase a mansion house at the appraised value, it must first be determined whether there is a mansion house to be purchased and the extent thereof. This fact is in issue because of the general denials which have been filed by the guardian ad litem and the trustee for the suit.

The statutory provision granting a surviving spouse the right to take land at the appraised value was enacted effective January 1, 1932. Sec. 10509-89 GC; 114 v. 320 (420). At that time the right to take included “the home and its contents.” Effective September 2, 1935 the sub-section was changed to substantially its present form as follows:

“(a) The mansion house, including the parcel of land on which the same is situated and lots or farm land adjacent thereto and used in conjunction therewith as the home of the decedent, and the household goods contained therein, at the appraised value as fixed by the appraisers.” (Emphasis supplied.)

The comment by the Probate and Trust Law Committee of the Ohio State Bar Association with reference to this change is as follows:

[19]*19“We also suggest that the words, ‘the home and its contents’ which have received almost as many different constructions as there are probate courts, be changed to, ‘the mansion house, including the parcel of land on which the same is situated and lots or farm land adjacent thereto and used in conjunction therewith as the home of the decedent, and the household goods contained therein,’ in the hope that this language will avoid much of the present difficulty.”

See Addams & Hosford Ohio Probate Practice, 3d Edition, Volume 1, page 917. There is no reported Ohio decision on this subject directly in point with the problem under consideration. In Re Estate of Burgoon, 80 Oh Ap 465, 36 O. O. 200 (1946), the Court was deciding whether the right of the surviving spouse to elect to purchase the mansion house enabled him to purchase two other buildings rented for business purposes which were located on the same tract of land but physically and completely separated from the structure used as the home. The Court of Appeals of the Third District held in the negative, and on page 470 the following definition of “mansion house” appears:

“Consequently it clearly appears that the parcel of land on which the mansion house is situated must be used in conjunction with the mansion house as the home of the decedent in order to come within the purview of the subdivision, and the subdivision as a whole constitutes an adoption by the Legislature of the common-law definition of mansion house as including the curtilage only.”
“Curtilage” is defined in Bouvier’s Law Dictionary, Baldwin’s Edition, 1934, at page 261 as follows:
“The enclosed space immediately surrounding a dwelling-house, contained within the same enclosure. * * *
“It usually includes the yard, garden, or field which is near to and used in connection with the dwelling.”

In the case of Scobey v. Fair, 70 Oh Ap 51, 24 O. O. 371 (1942), the court was deciding whether the surviving spouse was entitled to the rent from other apartments under the same roof as the mansion house and was construing §10509-79 GC (§2117.24 R. C.). On page 53 the court commented on the “mansion house” as used in the aforesaid Section as follows:

“But what should be the rule under the statute, if the mansion house happens to be the upstairs rooms of a store building, or a single fiat in a two, four or ten-suite apartment? If the family occupies one apartment and rents other apartments under the same roof surely it was not intended or contemplated that a surviving spouse might be entitled to the year’s rental of all other apartments which were let for profit. [20]*20The purpose of the statute was to preserve the home for the surviving spouse for the period of one year; and that which is used, possessed and occupied by the family as a home is the mansion house.”

Several definitions of “mansion house” appear in legal and judicial dictionaries. That from Bouvier’s Law Dictionary, supra, page 752, has been quoted by Ohio courts with approval and is as follows:

“The term ‘mansion-house,’ in its common sense, not only includes the dwelling-house, but also all the buildings within the curtilage, as the dairy-house, the cow-house, the stable, etc.; though not under the same roof nor contiguous.”

Reference to other definitions from such dictionaries shows that the term “mansion house” is quite often used interchangeably with “dwelling house” and “homestead.” Law Dictionary with Pronunciations, 2d Edition, Ballantine; Cyclopedic Law Dictionary, 3d Edition; Black’s Law Dictionary, Deluxe Edition; Stroud’s Judicial Dictionary, Third Edition. These definitions grew out of interpretations necessary in burglary prosecutions, homestead exemption matters, and, as in the case of Scobey v. Fair, supra, widow’s quarantine.

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Bluebook (online)
123 N.E.2d 681, 69 Ohio Law. Abs. 15, 1954 Ohio Misc. LEXIS 368, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dorfmeier-v-dorfmeier-ohprobctmontgom-1954.