Durbin v. Durbin

153 N.E.2d 706, 106 Ohio App. 155, 6 Ohio Op. 2d 414, 1957 Ohio App. LEXIS 732
CourtOhio Court of Appeals
DecidedNovember 20, 1957
Docket446
StatusPublished
Cited by5 cases

This text of 153 N.E.2d 706 (Durbin v. Durbin) 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
Durbin v. Durbin, 153 N.E.2d 706, 106 Ohio App. 155, 6 Ohio Op. 2d 414, 1957 Ohio App. LEXIS 732 (Ohio Ct. App. 1957).

Opinions

Middleton, P. J.

This is an appeal on questions of law from a judgment of the Court of Common Pleas in favor of the defendants and against the plaintiff.

Plaintiff brings this action to contest the will of his mother, Mary L. Durbin. The facts, so far as pertinent to the issues involved, are as follows:

Decedent died May 5, 1955, and on April 25, 1956, her will was admitted to probate in the Probate Court of Hardin County. The six-month period in which an action to contest her will could be brought expired October 25, 1956. On October 8, 1956, plaintiff filed his petition in the Court of Common *156 Pleas to contest the will. The executors of the will, all devisees, legatees and heirs at law, were named as defendants and legally served with summons.

Item 8 of the will of Mary L. Durbin is as follows:

“I give and bequeath my stock in the Kenton Savings Bank of Kenton, Ohio, as follows: eleven (11) shares to Florence El Durbin; nine (9) shares to Margaret M. Durbin; nine (9) shares to Mary Diane Durbin; and nine (9) shares to Sara Elizabeth Durbin. It is my express desire that the above named legatees shall have and enjoy any and all dividends paid on said stock, but I expressly direct that none of said stock shall be sold by any of said degatees unless with the consent and approval of Addison C. Johnston, President of the Kenton Savings Bank of Kenton, Ohio.”

Addison C. Johnston, named in this item of her will, was not made a party defendant nor has any summons been issued or served upon him.

After the expiration of the six-month period, the defendants, on November 10, 1956, filed a motion to dismiss plaintiff’s petition for the reason that Addison C. Johnston is not named as a party in plaintiff’s petition, nor was any summons issued for or served on him and that under item 8 of the will of Mary L. Durbin, Addison C. Johnston is an interested person and required to be made a party, as set forth in Section 2741.02 of the Revised Code. The court below sustained this motion to dismiss, and it is from that judgment that this appeal is prosecuted.

The sole question presented in this appeal is this, to wit, is Addison C. Johnston such an interested person as required him to be made a party in the action to contest the will, pursuant to the provisions of Section 2741.02 of the Revised Code?

The provisions of Section 2741.01 we find have been a part of the statutes of Ohio from at least 1831. The language has been changed from time to time, but in every amendment or change in the statute the persons entitled to contest a will are stated to be, “any person interested,” “a person interested in a will,” “a person interested therein,” and as now appears in the present law, “a person interested in a will or codicil.”

The statute in its present form has been in effect since *157 prior to 1880. The earliest date we have been able to find, where the provisions of Section 2741.02 appear, is 1878. 75 Ohio Laws, 781, Chapter 15, Section 2. In that Act the provisions contained in Section 2741.01, Revised Code, appear as Section 1, and the provisions of present Section 2741.02, Revised Code, appear as Section 2. Section 1 provides, “o person interested therein may contest the validity of a will or codicil * * Section 2 provides, “all the devisees, legatees, and heirs of the testator, and other interested persons * * * must be made parties to the action.”

It must be assumed that the Legislature was referring to the same class of persons when it used the descriptive words, “a person interested therein,” in defining persons who may contest the validity of a will, and the descriptive words, “other interested persons,” in naming those persons necessary to be made parties in an action to contest the validity of a will.

There is nothing in these sections to support the belief that the Legislature intended to make any distinction between “interested persons” in one section, and “interested person” in the other section.

Judge Donahue, in his opinion in Chilcote, Gdn., v. Hoffman, 97 Ohio St., 98 at page 109, 119 N. E., 364, L. R. A., 1918D, 575, states:

“The language of Sections 12079 and 12080, General Code, is substantially the same* In the former section, the words ‘a person interested’ are used. In the latter section, the words, ‘other interested persons.’ These words are identical in meaning. ’ ’

An interested party, within the meaning of Section 2741.01, Revised Code, has been defined by the courts of Ohio many times. In Chilcote v. Hoffman, supra, an interested party is defined as one who at the time of the commencement of the action to contest a will has a direct, pecuniary interest in the estate of the putative testator, that would be impaired or defeated if the instrument admitted to probate is a valid will.

In Bloor v. Platt, 78 Ohio St,., 46, at page 49, 84 N. E., 604, Judge Davis, in his opinion, states:

“Construing all these enactments together it seems clear to us that the expressions, ‘any person interested,’ ‘a person *158 interested in a will or codicil’ and ‘other interested persons’ are equivalent * * *. Any person who has such a direct, immediate and legally ascertained pecuniary interest in the devolution of the testator’s estate as would be impaired or defeated by the probate of the will, or be benefited by setting aside the will, is ‘a person interested.’ ”

The quality or character of the interest in a will necessary to support one’s right to contest a will, and the quality or character of the interest held by one required to be made a party to such contest action are the same.

Applying the above tests to the item under consideration, does Addison C. Johnston qualify as an interested person, requiring him to be made a party in the action to contest? Certainly ho does not have any direct, immediate or pecuniary interest in the will. He is not appointed trustee to take possession of the stock, nor is he given any title to or interest in the stock itself. Whether the will is sustained or set aside would in no way directly affect him. Thus tested, we are of the opinion that Addison C. Johnston is not an interested person in the will of Mary L. Durbin, and it was not necessary to make him a party in the action to contest the will.

In the opinion of the writer the reference in item 8 of the will to Addison C. Johnston as “President of the Kenton Savings Bank of Kenton, Ohio,” does not enlarge, change or affect in any way, the claimed interest of Addison C. Johnston in the will or the stock referred to. The words, “President of the Kenton Savings Bank of Kenton, Ohio,” are in my opinion merely words of identification. While such identification may furnish an explanation of the testator’s reason for naming Addison C. Johnston, it does not change the extent or character of the interest which Addison C. Johnston would have in the absence of such identification.

It is asserted by the defendants that the interest of Mr.

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Bluebook (online)
153 N.E.2d 706, 106 Ohio App. 155, 6 Ohio Op. 2d 414, 1957 Ohio App. LEXIS 732, Counsel Stack Legal Research, https://law.counselstack.com/opinion/durbin-v-durbin-ohioctapp-1957.