Goodfellow v. Wilson

32 Ohio Law. Abs. 569
CourtOhio Court of Appeals
DecidedJune 15, 1940
DocketNo. 414
StatusPublished
Cited by1 cases

This text of 32 Ohio Law. Abs. 569 (Goodfellow v. Wilson) 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
Goodfellow v. Wilson, 32 Ohio Law. Abs. 569 (Ohio Ct. App. 1940).

Opinions

OPINION

By GEIGER, J.

This is an appeal on questions of law from a judgment of the Probate Court in favor of plaintiff.

The legal question for determination appears from the pertinent parts of the agreed statement of facts. Edgar Goodfellow died November 30, 1938, testate, leaving surviving him his widow, the plaintiff. The Goodfellows had no children. Nancy T. Goodfellow, mother of testator, died March 20, 1938, eight months before the testator. The testator left no children, brothers or sisters or parents surviving him or lineal descendants of any of them. All the defendants, excepting the Fifth Union Trust Company of Cincinnati, Ohio, trustee, are lineal descendants of testator’s paternal or’maternal grandparents. The will of decedent with two codicils was probated December 21, 1938. Testator by the will of date October, 1928, by Item II thereof, made a specific bequest of $5,000.00 to his mother, by Item III gave certain personal effects to his wife, and by Item IV the residuary estate was placed in trust, and the First National Bank & Trust Company of Springfield, Ohio, named trustee. Testator directed that the trustee pay to his widow the sum of $50.00 per week, and gave it authority in its discretion to pay a greater sum for the benefit of the widow, if required. The item further provided that upon the death of Stella Goodfellow the trust should terminate and the trustee pay, transfer and deliver over the trust funds to testator’s mother, Nancy T. Goodfellow. The will made no other or further provision.

The first codicil of date May 29, 1931, revoked the $5,000.00 bequest made by testator to his mother, and provided that it should become a part of his residuary estate and pass by the terms of his will.

At the time plaintiff filed her petition she had not made her election under [571]*571§10504-55 GC, and sought a declaratory judgment determining her rights under the will. Subsequently, plaintiff, as surviving spouse of defendant, made her election to take under the statute of descent and distribution.

It is the claim of the plaintiff, which was supported by the trial judge, that, by virtue of her election under §10504-55 GC, she took one-half of decedent’s estate, and that by virtue of §10503-4(4) GC, she took the whole of the remaining one-half of said estate as the surviving spouse. The bequest to testator’s mother having lapsed, there are no children of testator or their lineal descendants and no surviving parent or parents of the intestate.

It is the claim of defendants-appellants that the widow by her election under §10504-55 GC, is' limited to not to exceed one-half of the net estate of decedent.

We have been favored by the extended and well considered decision of the trial judge, who was of opinion that the case of Miller v Miller, 129 Oh St 230, was decisive of the question presented in favor of the plaintiff, and that it inferentially overruled the case of Zizelman v Mayer, 27 Oh Ap 512, upon which defendants placed considerable reliance.

Sec. 10504-55 GC, provides that after the probating of the will a citation shall issue to the surviving spouse, to' elect whether to take under the will or under the statute of descent and distribution, “but in the event of election to take under the statute of descent and distribution, such spouse shall take not to exceed one-haif of the net estate”.

It is agreed that the spouse here elected “to take under the statute of descent and distribution”. The question is — does the further language “such spouse shall take not to exceed one-half of the estate” define and limit the extent to which she may take at all, or — is she entitled as an heir-at-law under §10503-4 GC, to take all of the' remaining one-half of the estate of decedent? Flaintiff’s claim is that upon the death of decedent’s mother the residuary remainder given to her by the will lapsed, and that after the election of plaintiff to take her share under §10504-55 GC, the whole of decedent’s estate became undisposed of and was intestate property, and that the devolution of the other half was controlled-by §10503-4 GC. j

Counsel for the respective partiesl present considerable argument purposed to establish that the intent of the testator may be determined from the language of the will and codicils, the circumstances attending the execution and subsequent thereto.

We are satisfied that, on the question which we are called upon to decide, we receive no assistance whatever from the will itself. It may be urged with much force that the testator, having spoken specifically respecting the extent to which he desired his widow to share in his estate it would be foreign to his intention to permit her to receive a greater part. On the other hand — it is said that testator indicated a purpose to give his estate to his wife because the relatives who now claim are only remotely related to him and he revoked the $5,000.00 bequest to his mother, placed it in his residuary estate, made no addition to or modification of his will after his mother’s death. Both of these claims are conjectural and not at all helpful in the problem with which we are confronted.

The matter to be determined is a question of law and although the assignments of errors are numerous they may be encompassed in the proposition that the judgment is contrary to law.

Much time and attention in the later briefs are given to a controversy on the question of the intestacy of decedent.

There is no question that he died testate, but the remainder in h>s residuary estate having lapsed it must pass as [572]*572intestate property, and if the widow is not restricted by her election, she will also take as an heir-at-law.

(To this point the above decision was written by Hornbeck, PJ., who now finds himself unable to concur in the , decision reached by the majority of the Court. From this point the opinion is written by Geiger, J., Hornbeck, PJ. writing a dissent).

The proper solution of the question presented in this case depends upon the correct interpretation of §10504-55 GC, relating to the election by a surviving spouse. There is no difficulty with the section except as to what may be the correct interpretation of the provision “but in the event of election to take under the statute of descent and distribution such spouse shall take not to exceed one-half of the net estate”. Must this provision be interpreted as controlling the final devolution of the estate of a testator who has made a provision for the surviving spouse, which is specifically rejected, as in this case?

Sec. 10504-61 GC, provides that if the surviving spouse elects to take under the will such spouse shall be thereby barred of all rights to the intestate’s share of the estate and shall take under the will alone, unless it plainly appears that the provision was intended to be in addition to the intestate estate. The spouse in this case refused to take under the will.

Before we can correctly determine the effect of the positive provision of §10504-55 GC, that upon election to take under the statute such spouse shall take “not to exceed one-half of the net estate”, we must determine, if possible, to what the “net estate”, mentioned in the statute, refers.

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Related

Schardt v. Prexler
67 N.E.2d 549 (Ohio Court of Appeals, 1946)

Cite This Page — Counsel Stack

Bluebook (online)
32 Ohio Law. Abs. 569, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goodfellow-v-wilson-ohioctapp-1940.