Heebsch, Exr. v. Lonsway

79 N.E.2d 663, 81 Ohio App. 361, 37 Ohio Op. 207, 1947 Ohio App. LEXIS 646
CourtOhio Court of Appeals
DecidedJune 5, 1947
Docket314
StatusPublished
Cited by2 cases

This text of 79 N.E.2d 663 (Heebsch, Exr. v. Lonsway) 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
Heebsch, Exr. v. Lonsway, 79 N.E.2d 663, 81 Ohio App. 361, 37 Ohio Op. 207, 1947 Ohio App. LEXIS 646 (Ohio Ct. App. 1947).

Opinion

Middleton, J.

This is an appeal on questions of law, from a judgment of the Common Pleas Court of Seneca county, in which appeal it is sought to reverse the judgment of that court construing a will.

The case was submitted below, on the following agreed statement of facts:

“It is admitted by the parties hereto that the facts, in this case are as follows:

“That one Robert B. McClellan, a resident of the city of Tiffin, Ohio, died on the 30th day of May, 1945, leaving a will, which was duly admitted to probate by the Probate Court of Seneca county, Ohio, on the-15th day of June, 1945, and that on said date, letters, testamentary were duly issued by the Probate Court to the plaintiff who is now the duly qualified and acting executor of said estate. That a copy of said will,, which is attached to the petition in this action, marked' ‘exhibit A,’ is-a true and correct copy of the last will and testament of Robert B. McClellan, deceased.

“That the defendants, Florence Lonsway, Mabel (Lonsway) Yonker, Ethel (Lonsway) Cunningham and Edith Hollingshead, are the only living legatees and devisees named in said will. That the legatee and' devisee, Marrie Grabach, named in item second and third of said will, died on January 23, 1945, being a nonrelative of the deceased testator. That the defendants named in this action, Florence Lonsway, Mabel (Lonsway) Yonker, Ethel (Lonsway) Cunningham, and Edith Hollingshead, are related to Robert *363 B. McClellan, deceased, being cousins of said deceased.

“That the defendant Mary E. Ritchie, is a sister of the deceased. .That the defendants, Faye Lovell, Mrytle Krutsinger, Pearl Krutsinger, Blanche Niswander, Clarence Chandler and Ray Chandler, are all ■of the nephews and nieces of the deceased; and they .and Mary E. Ritchie, his sister, are all of the next of kin of Robert B. McClellan, deceased. That the defendants, Faye Lovell, Mrytle Krutsinger, Pearl Krutsinger, Blanche Niswander, Clarence Chandler and Ray Chandler, are all of the children of their deceased mother, who was a sister of the said Robert B. McClellan, deceased.

“That the appraised value of the real and personal property of deceased’s estate amounted to the sum of :$21,822.73, and that all of the creditors have been fully paid and satisfied.”

The will of Robert B. McClellan, omitting the formal parts, is as follows:

“First. I direct that all my just debts and funeral ■expenses be paid out of my estate as soon as practicable after the time of my decease.

“Second, fit is my will and I hereby authorize ■and empower my executor hereinafter named to pay. to my housekeeper, Marrie Grabach, the sum of two ($2) dollars per week beginning January 29, 1934, for each and every week she has kept house for me ■during my lifetime.

“Third. All the property, real and personal, of ■every kind and description, wheresoever situate, which I may own or have the right to dispose of at the time of my decease, I give, devise and bequeath to the following persons, to wit: One-fifth to Florence Lonsway of Fostoria, Ohio; one-fifth to Mabel {Lonsway) Yonker, of Fostoria, Ohio; one-fifth to *364 Ethel (Lonsway) Cunningham of Fostoria, Ohio;, one-fifth to Edith Hollingshead of Fostoria, Ohio;, and one-fifth to Marrie Grabach, who is my present housekeeper.

“Fourth. I give my executor hereinafter named,, the power to sell any and all of my real estate that I may die possessed of without the intervention of any court, at either private or public sale as he may deem for the best interest of my estate, and I hereby authorize and empower him to make good and sufficient deed or deeds therefor.

“Fifth. I hereby request that my executor hereinafter named be given two years time in which to-sell my farm containing about one hundred and sixty-two (162) acres of land located in Seneca township,. Seneca county, and state of Ohio. And I further request that my executor hereinafter named rent the said farm to Henry Ward, the present tenant, for a period of two years upon the same terms and conditions the said farm is now rented. However, should the said Henry Ward, decide not to lease the said farm after my decease, I repose confidence in my executor -hereinafter named, that he will lease the-said farm to the best of his ability.”

The court is asked to construe items two and three of the will.

The court below, in construing those items, held that item three constituted a residuary clause, for the residue of the estate of the testator, to Florence Lonsway, Mabel (Lonsway) Yonker, Ethel (Lonsway) Cunningham, Edith Hollingshead and Marrie E; Grabach, and that Marrie E.' Grabach died before the-testator and, being a nonrelative of the testator, her interest in the residuary estate lapsed, and the sur *365 viving legatees and devisees, Florence Lonsway, Mabel (Lonsway) Yonker, Ethel (Lonsway) Cunningham and Edith Hollingshead took the lapsed portion of the residuary estate in equal portions.

The court found further that item two of the will did not constitute a bequest, but was a statement of a debt due from the testator to Marrie E. Grabach and the personal representatives of Marrie E. Grabach,, who is now deceased, are entitled to be paid the-amount of the debt.

The only error assigned and argued in the brief of the defendants, appellants herein, is that the judgment of the court below is not sustained by sufficient evidence and is contrary to law.

It is agreed that Marrie E. Grabach was not a child or other relative of the testator, and that she died before the testator.

It is also agreed that the bequests to Marrie E'.. Grabach, in item two and item three lapsed upon her death, prior to the death of the testator.

It is the contention of plaintiff, appellee herein, that item two is an acknowledgment of a debt, and not a bequest.

Item one of the will provides for the payment of the debts of the decedent.

Item two authorizes and empowers the executor to pay to Marrie Grabach the sum of two dollars per week, beginning on January 29, 1934, for each and every week she kept house for the testator.

Prior to the death of Marrie Grabach she and the testator entered into an agreement, by the terms of which Marrie Grabach acknowledged that she had been fully paid, and that the testator was not indebted to her in any sum. Then follows a provision for the. *366 maintenance of Marrie Grabach for the remainder of her life. This agreement was entered into on May 12, 1940.

Marrie Grabach died in January 1945, and the testator died in May 1945.

If item two were an acknowledgment of a debt, the debt was extinguished by that agreement; and if a debt and extinguished by the agreement, the testator had nearly five years in which to change this item if he so desired.

However, it is the opinion of this court that item two is not an acknowledgment, of a debt, but is a bequest in the nature of a gift.

Section 10504-73, General Code, is determinative pf the questions involved in this case. This section provides as follows:

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Related

Kellogg v. Campbell
209 N.E.2d 645 (Cuyahoga County Probate Court, 1965)
Commerce Natl. Bank v. Browning
158 Ohio St. (N.S.) 54 (Ohio Supreme Court, 1952)

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Bluebook (online)
79 N.E.2d 663, 81 Ohio App. 361, 37 Ohio Op. 207, 1947 Ohio App. LEXIS 646, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heebsch-exr-v-lonsway-ohioctapp-1947.