Gravier v. Gluth

163 Ohio St. (N.S.) 232
CourtOhio Supreme Court
DecidedApril 27, 1955
DocketNo. 34060
StatusPublished

This text of 163 Ohio St. (N.S.) 232 (Gravier v. Gluth) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gravier v. Gluth, 163 Ohio St. (N.S.) 232 (Ohio 1955).

Opinion

Matthias, J.

The single question of law presented to this court is: Did the Court of Appeals commit error in affirming the judgment of the Court of Common Pleas dismissing the action for want of jurisdiction for the reason it was not commenced within the time required by law?

In the decision of this matter it is necessary to refer to certain pertinent statutes which establish the right to contest a will, as they were in effect at the time of [235]*235the commencement of this action, and which are as follows:

Section 12079, General Code. “A person interested in a will or codicil admitted to probate in the Probate Court, or Court of Common Pleas on appeal, may contest its validity by a civil action in the Common Pleas Court of the county in which such probate was had. ’ ’

Section 12080, General Code. “All the devisees, legatees, and heirs of the testator, and other interested persons, including the executor or administrator, must be made parties to the action.”

Section 12082, General Code. “An issue must be made up, either by pleadings or an order on the journal, whether or not the writing produced is the last will or codicil of the testator, which shall be tried by a jury. The verdict shall be conclusive, unless a new trial be granted, or the judgment is reversed or vacated * * *.”

Section 12087, General Code. “An action to contest a will or codicil shall be brought within six months after it has been admitted to probate, but persons under any legal disability may bring such action within six months after such disability is removed; and provided further, that the rights saved to persons under disability shall not be effective as against a bona fide purchaser for value, a fiduciary who has acted in good faith, or a person delivering or transferring property under authority of a will to a duly appointed fiduciary or to any other person. ’ ’

Section 10504-32, General Code. “If within six months after a will is admitted to probate, no person interested files an action to contest the validity of the will, the probate shall be'forever binding, saving, however, to persons under any legal disability * * *.”

As stated above, the petition of the plaintiffs, Leona E. Gravier, Anna Bechler and Charles P. Bechler, was filed within the six-month limitation period, and serv[236]*236ice of summons was had on the executrix and on the sole legatee within that period but no service was had within that time on the three heirs at law named in the petition as defendants. Immediately prior to the filing of the amended petition, the situation in this case was similar to that which existed in Case v. Smith, Admx., 142 Ohio St., 95, 50 N. E. (2d), 142, decided by this court July 14, 1943. That action was brought against the legatee, the administratrix and the known heirs and the unknown heirs of the decedent, and as in this case summons was issued on the legatee individually and on the administratrix but no summons was served on the heirs at law or next of kin. As in the instant case, the Court of Common Pleas dismissed the petition for want of jurisdiction and entered judgment in favor of the legatee and the administratrix.

. The syllabus of that case is as follows:

“1. No right exists to maintain an action to contest the validity of a will except as it is specifically provided by statute. (McVeigh v. Fetterman, 95 Ohio St., 292, approved and followed.)

“2. The provisions of the statutes relative to an action to contest the validity of a will are mandatory; the enjoyment of the right is dependant upon compliance with the conditions and limitations therein contained.

“3. The sole beneficiary, under a will, who is neither an heir at law nor next of kin of the decedent, is not ‘united in interest’ with decedent’s heirs at law or next of kin.

‘ ‘ 4. An action to contest the validity of a will is not commenced as to the heirs at law of testator by service of summons upon such sole beneficiary within six months from the date of probate where such sole beneficiary is neither an heir at law nor next of kin of decedent. (McCord v. McCord, 104 Ohio St., 274, approved and followed.)

[237]*237“5. In such action where none of the heirs at law or next of kin is served with summons and no person ‘united in interest’ with them is served within six months from the date of probate there is a failure of compliance with Section 12080, General Code, specifying who must be made parties, and the Court of Common Pleas is without jurisdiction to entertain such action. ’ ’

In the case of Peters v. Moore, 154 Ohio St., 177, 93 N. E. (2d), 683, the executrix duly appointed by the Probate Court was not named as a defendant in the petition to contest the will of the decedent, and no summons was issued or served on her. This court in that case held in the syllabus as follows:

“1. In Ohio the right to contest the validity of a will is statutory.

“2. The exercise of that right is subject to the conditions imposed by such statutes. (Paragraph one of the syllabus in the case of McVeigh v. Fetterman, 95 Ohio St., 292, and paragraph two of the syllabus in the case of Case v. Smith, Admx., 142 Ohio St., 95, approved and followed.)

“3. Under the provisions of Section 12080, General Code, all the devisees, legatees, and heirs of the testator, and other interested persons, including the executor or administrator, must be made parties to an action to contest a will.

“4. Under those provisions it is mandatory and jurisdictional that the executor be made a party to such action.

“5. In such an action the court is without jurisdiction unless the executor is made a party and a summons, duly followed by service, is issued within six months after the will has been admitted to probate. (Draher v. Walters, 130 Ohio St., 92, overruled as to that part of the syllabus relating to an executor; and paragraphs two and three of the syllabus in the case [238]*238of McCord v. McCord, 104 Ohio St., 274, approved and followed.)

“6. It is not a compliance with this requirement when a person occupying the positions of heir, legatee and sole executor is made a party in his individual capacity as heir and legatee but not in his distinctive, official, fiduciary capacity as executor, and another person is sued as executor.”

The record in the instant case discloses that all the heirs of the testator were not named in the petition as defendants, and that the defendant heirs at law who were named were not served within the six-month period. Thus, at the expiration of this period of limitation, there was an absence of necessary parties, both as nominal defendants in the action and as actual parties lawfully summoned.

The amended petition filed after the expiration of the statutory period of limitation names as plaintiffs the original plaintiffs, nine heirs at law who were unnamed in the petition, and the three heirs at law who were denominated in the petition as the defendants and “his only next of ldn and heirs at law,” so that the amended petition names as defendants only the sole legatee and the executrix.

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Related

Draher v. Walters
196 N.E. 884 (Ohio Supreme Court, 1935)
Peters v. Moore
93 N.E.2d 683 (Ohio Supreme Court, 1950)
Case v. Smith, Admx.
50 N.E.2d 142 (Ohio Supreme Court, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
163 Ohio St. (N.S.) 232, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gravier-v-gluth-ohio-1955.