Haddox, Exr. v. Jordan

173 N.E. 11, 36 Ohio App. 209, 9 Ohio Law. Abs. 254, 1930 Ohio App. LEXIS 586
CourtOhio Court of Appeals
DecidedJanuary 22, 1930
StatusPublished
Cited by3 cases

This text of 173 N.E. 11 (Haddox, Exr. v. Jordan) 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
Haddox, Exr. v. Jordan, 173 N.E. 11, 36 Ohio App. 209, 9 Ohio Law. Abs. 254, 1930 Ohio App. LEXIS 586 (Ohio Ct. App. 1930).

Opinion

Allread, J.

This action is for the construction of the will of Maud Crutchfield Baker, and particularly of Item Y thereof. The case was brought in the court of common pleas, which rendered a judgment in favor of the contention of Lowell W. Baker and *210 of Bernadine Baker Jordan. An appeal was taken to this court, where considerable evidence was taken.

The case has been presented in this court, and the item involved is as follows:

“Item Y. I hereby give and bequeath the sum of $2500.00 to the following church organizations, all of which are located in the City of Columbus, Franklin County, Ohio:
“A. St. Phillips Episcopal Church, located on Lexington Avenue of said city.
“B. Second Baptist Church located on Seventeenth Street of said city.
‘ ‘ C. The Union Grove Baptist Church located on Champion Avenue of said city.
“D. St. Pauls A. M. E. Church in said city.
“Said bequests in each instance, to be used by the proper officials of the church for the building of an addition to the church auditorium, and it is my request that each of said churches dedicate said addition to their church auditorium as the Maud C. Baker Memorial.
“I direct and authorize my executor to sell and to convert into cash all my government short time notes, bonds, War Savings Stamps, certificates of deposit, together with interest coupons thereon and from the proceeds of the sale of said notes, bonds, stamps and. certificates of deposit, to pay and make the bequests provided for in this Item.”

Maud C. Baker, in other items of her will, provided for her own burial and the expense thereof, provided for the payment of her debts, and bequeathed in Item II of the will to her brother and his children, Lowell Baker, Jr., and Bernadine Baker Jordan, or to the survivors of them, her real estate in the city *211 of Columbus. In Item III she gave to her half sisters and brothers a bequest of $50 each. In Item IV she gave to Charles H. Fullerton and Charles H. Patterson each the sum of $100. In Item VI of the will she gave her clothing, bedding, trunks, etc., to her half-sisters, and by Item VII she gave her jewelry to her niece, Bernadine Baker Jordan. In Item VIII she gave the residue of her estate to her niece, Bernadine Baker Jordan, absolutely. The principal item of her estate, outside of the real estate, is the bequest of Item V.rf

The ambiguity of Item V of the will relates to the amount of the bequest. It is contended by coun- - sel for the churches that the bequest should be $2,500 to each church. Counsel for the Bakers and Mrs. Jordan contend that the bequest to the churches should be a bequest of $625 to each church, or $2,500 in toto.

The first question is as to the competency of the testimony. We are clear that the scrivener is not a competent witness as to any conversations between him and the testatrix, or as to any instructions which she gave him. The rule is established in the case of Swetland v. Miles, 101 Ohio St., 501, 130 N. E., 22. This testimony is competent as to the information which he received after his appointment as executor and in the settlement of the estate. The testimony of other witnesses is competent only as to the situation surrounding his appointment by the testatrix and as to the amount and value of the property at the time of the execution of the will. The rule is well stated by the court, Judge Ranney, in Lessee of Worman v. Teagarden, Jr., 2 Ohio St., 380, where it was held:

*212 “In construing a will, grammatical accuracy need not be observed, and it should be read with a view to the situation and circumstances of the testator, in reference to the subjects of his dispositions, and the objects of his bounty.
“With these collateral aids to a correct interpretation, the will must speak for itself, and the intention of the testator be gathered from what appears on its face.”

The case of James v. Pruden, 14 Ohio St., 251, is a decision by Judge Ranney to the same effect. See, also, Townsend’s Executors v. Townsend, 25 Ohio . St., 477; Cultice v. Mills, 97 Ohio St., 112, 119 N. E., 200; Anderson v. Gibson, 116 Ohio St., 684, 157 N. E., 377, 54 A. L. R., 92; and Van Tilburg v. Martin, 120 Ohio St., 26, 165 N. E., 539.

The case of Charch v. Charch, Exr., 57 Ohio St., 561, 49 N. E., 408, in the third proposition of the syllabus, contains the following:

‘ ‘ The intent of the testator, the guide in the construction of a will, is to be gathered from a consideration of the entire instrument, and where any part of a will is ambiguous, oral proof may be heard of the circumstances of the testator at the time of the making of the will, of his estate, and of the objects of his bounty. But where a clause of a will, taken in connection with the whole, is not of doubtful import, and the words of the will are applicable to any subject, they are to be applied accordingly, and the intent of the testator must be derived from the language he has used. In such case, parol evidence cannot be admitted to contradict, add to, or explain the contents of the will.”

In the case of Leopold, Exr., v. Weaver, 9 Ohio *213 App., 379, this court construed a will according to the import thereof, and declined to take into consideration an affidavit of the testator not executed agreeably to the statutory provision for wills. This court also construed the will in the Doersam case, which was afterwards reported in the Supreme Court, and which is to be found in 115 Ohio State, at page. 139, 152 N. E., 387. In both the Leopold case and the Doersam ease this court felt bound to construe the will according to- its import. In other words, the court could not take into consideration extrinsic facts which tended to prove that the testátor actually intended to make a different distribution of the estate. This court has recently decided the case of Grindle v. Warner, 33 Ohio App., 532, 170 N. E., 31, from Clark county, in which a liberal construction was made of the Warner will, and a manifest mistake corrected.

Applying the authorities in this state to the case at bar, it is claimed that the will is clear upon its face and requires no extrinsic evidence. We must look at the entire will and obtain all the information imported therein. The courts of this state have held that a will is the most flexible of all instruments and may be readily corrected where the will itself shows a mistake or inadvertence either in respect to the subject-matter of the gift or the object of the will.

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Speakman Estate
20 Pa. D. & C.2d 587 (Montgomery County Orphans' Court, 1959)
In re Will of Maurer
31 Ohio N.P. (n.s.) 247 (Tuscarawas County Probate Court, 1933)
Haddox v. Jordan
9 Ohio Law. Abs. 254 (Ohio Court of Appeals, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
173 N.E. 11, 36 Ohio App. 209, 9 Ohio Law. Abs. 254, 1930 Ohio App. LEXIS 586, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haddox-exr-v-jordan-ohioctapp-1930.