Hagler v. Hagler

4 Ohio App. Unrep. 513
CourtOhio Court of Appeals
DecidedJune 4, 1990
DocketCase No. CA90-01-001
StatusPublished

This text of 4 Ohio App. Unrep. 513 (Hagler v. Hagler) 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
Hagler v. Hagler, 4 Ohio App. Unrep. 513 (Ohio Ct. App. 1990).

Opinion

Per Curiam.

This cause came on to be heard upon an appeal, transcript of the docket, journal entries and original papers from the Fayette County Court of Common Pleas, transcript of proceedings, and the briefs of counsel, oral argument having been waived.

Now, therefore, the assignments of error having been fully considered are passed upon in conformity with App. R. 12(A) as follows:

This is an appeal by plaintiff-appellant, Jessie E. Hagler, executrix of the estate of Roy R. Hagler, from a decision of the Fayette County Court of Common Pleas construing the will of Roy R. Hagler.

Roy R. Hagler died on July 31, 1989 and Jessie E. Hagler, his surviving spouse, was appointed executrix of his estate On September 27, 1989, in her capacity as executrix, she filed a complaint to construe the will naming as parties defendants-appellees, Jessie E. Hagler, Julie Jo Hagler and John Andrew Hagler, the legatees and devisees named in the will. In the complaint, she alleged that she was in doubt as to the true construction of Item Three of the will.

The parties submitted written memoranda to the trial court. Jessie Hagler, as executrix and [514]*514individually, argued that the will conveyed a fractional share of the estate in fee simple to the surviving spouse or, in the alternative, a life estate with the power to consume. Julie Jo Hagler and John Andrew Hagler, the children of Roy Hagler's deceased son, argued that the will was unambiguous and that it conveyed a life estate to the surviving spouse with a supervised power of consumptionfor her support.Roy David Hagler, the decedent's son, did not file a memorandum or that it was "his conclusion that his father intended a fee simple estate to his mother."

On January 8,1990, the trial court issued an opinion and judgment entry holding that there was no ambiguity or uncertainty in the will and that it conveyed a life estate to the surviving spouse. The court also held that in addition to the income from the life estate; the will conveyed to the surviving spouse a limited power to invade the corpus of the life estate for her necessary support, subject to the conditions of the will, and the power to invest or reinvest the corpus of the life estate without order of the court. This appeal followed.

Jessie Hagler presents two assignments of error for review. In her first assignment of error, she states that the trial court erred in construing the will as conveying a life estate to the surviving spouse, thus ignoring the respective positions of all the parties and the applicable law. She argues that the entire residue of the estate should be distributed to the surviving spouse in fee simple or that the court should have found that the surviving spouse received a life estate with an unlimited power to consuma We find this assignment of error is not well-taken.

In construing a will, the sole purpose of the court should .be to ascertain and carry out the intention of the testatoi; which must be determined from the words contained in the will. Carr v. Stradley (1977), 52 Ohio St. 2d 220, paragraph one of the syllabus, following Townsend's Exrs. v. Townsend (1874), 25 Ohio St. 477. "All the parts of the will must be construed together, and effect, if possible, given to every word contained in it." Id. at 224.

We find no ambiguity in the testator's will. Item Three of the will, when read in total, establishes a complete plan for the disposition of the estate; bearing in mind the federal estate and gift tax consequences.

Item Three of the will begins as follows:

"ITEM THREE: In the event my wife, Jessie E. Hagler, survives me, then I give, bequeath and devise all the rest, residue and remainder of my estate; after payments are made under Items One and Two, as follows:
"(a) I give, bequeath and devise to my said wife, Jessie E. Hagler, to have and to hold for and during the period of her natural life, [a fractional amount of the residuary estate determined with reference to federal estate and gift tax.]"

This paragraph unambiguously conveys a life estate to the surviving spouse.

The will then describes the procedure for calculating and distributing the property included in the life estate It goes on to state:

"I desire my said wife shall enjoy all the income from said property devised and bequeathed by this Item of my Will, and if said income proves inadequate her necessary support, she shall be permitted to use such part of the principal as shall be required for necessary support. My said wife shall first meet all of her needs and requirements out of any property available for her before she may invade said principal for her necessary support. I further direct that my said wife shall obtain an order from the Probate Court in the county in which she resides finding that an invasion of the principal is necessary for her support.
"My said wife is hereby empowered to invest and reinvest any part of the property devised and bequeathed to her under this Item of my Will and in connection with said investing and reinvesting of said property she is hereby authorized to sell, handle and dispose of, convey and transfer any part of said residue property without order of any Court."

These paragraphs begin by giving the surviving spouse the right to enjoy the income from the property included in Item Three (a). It is a fundamental rule that in the absence of an intention to the contrary in an instrument in which present and successive interests are created, the life tenant is entitled to the income of the property in which she has a life interest. See DeWeese v. Piqua Memorial Hospital Assn. (1948), 85 Ohio App. 310. The testator also gave the life tenant a limited right to invade the principal for her support, subject to court approval, if the income from the life estate and other assets available to her become inadequate. This was coupled with a power of disposition.

Appellant first argues that the words giving her the power to "sell, handle, and dispose of, convey and transfer" the property gives her a complete power of disposition which enlarges the [515]*515life estate into a fee simple. We disagree. A life estate expressly created by the testator will not be converted into a fee simple merely because it is coupled with a limited power to disposition. In such a situation, the will grants only a life estate and a power of disposition under certain conditions. Tax Commissioner v. Oswald (1923), 109 Ohio St. 36; Erman v. Erman (1956), 101 Ohio App. 245, 247-48.

"A power is not property, but a mere authority, and an absolute power of disposal is not inconsistent with an estate for life only. The gift of such power will not enlarge the life estate previously given, but confers an authority in addition thereto. One may have a life estate and yet be empowered to convey an estate in fee simple." Oswald, supra, at 51. Thus, while standing alone the language granting the power of disposal might seem to grant a fee, when it is read in conjunction with the language unambiguously granting a life estate, it is evident the testator intended to grant a life estate and a power.

Appellant next argues that, under the will, the surviving spouse receives an unlimited power to consume and that the conditions imposed must be construed as precatory. She relies upon Johnson

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Related

Erman v. Erman
136 N.E.2d 385 (Ohio Court of Appeals, 1956)
Deweese v. Piqua Memorial Hospital Assoc.
82 N.E.2d 870 (Ohio Court of Appeals, 1948)
Kern v. Kern
136 N.E.2d 675 (Ohio Court of Appeals, 1955)
Tax Commission v. Oswald
141 N.E. 678 (Ohio Supreme Court, 1923)
Carr v. Stradley
371 N.E.2d 540 (Ohio Supreme Court, 1977)

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Bluebook (online)
4 Ohio App. Unrep. 513, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hagler-v-hagler-ohioctapp-1990.