In re Davis

12 Ohio Cir. Dec. 29
CourtOhio Circuit Courts
DecidedMarch 15, 1901
StatusPublished

This text of 12 Ohio Cir. Dec. 29 (In re Davis) is published on Counsel Stack Legal Research, covering Ohio Circuit Courts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Davis, 12 Ohio Cir. Dec. 29 (Ohio Super. Ct. 1901).

Opinion

Marvin, J.:

The case in the court of common pleas was a proceeding in error to the probate court.

The order of the probate court sought to be reversed, is an order approving and confirming an account filed in that court by Joseph Davis as the executor of the will of William Hutchins, deceased, and overruling the exceptions filed to said account by Mary Hutchins, widow of said deceased.

The facts are as follows: Said William Hutchins died testate, in Cuyahoga county, Ohio, September 11, 1894, leaving said Mary Hutchins his widow.

His will was duly admitted to probate in the probate court of said county, and letters testamentary were issued thereon to said Joseph Davis on or about September 22, 1894.

No provision is made, in said will, for said widow, nor is she mentioned therein.

By the terms of said will certain general legacies are bequeathed to relatives of the testator and others.

Then follows this: “ My will is also that my live stock and farming utensils of every kind be sold within six months of my death, the Enterprise Mills, my interest in the business of Stoueman & Hutchins, with what of real estate is not sold of any and all kinds shall be disposed of, and business settled up if possible within two years of my death, and further the proceeds arising therefrom, with all from any and all sources, due to me from mortgages, bank or bills unpaid at my death, be used in paying all before specified as my indebtedness and to my legatees and the charities and the balance be divided between,” then the names of those to whom this balance is bequeathed are given.

The' account, under consideration, is entered on the docket of the probate court as a partial account, but is found by said court, as shown by the bill of exceptions, to be a final account of the executor. This account was filed on May 12, 1896, and shows a balance of some $4,700 due to the widow upon her distributive portion of the decedent’s estate, without making any allowance to her for interest on any part of her said distributive portion, and without including anything for real estate sold by the executor.

The testator, at the timeof his death, was the owner of real estate, which was sold by the executor on June 25, 1895, under an order of the probate court, made in proceedings brought in that court by the executor, to which proceedings said widow was a party, and out of the avails of such sale she was paid the proper amount as the value of her dower interest in such real estate; after such payment to her and the payment of the expenses of the sale there remained of the avails of such sale of real estate about $15,000.

All of the debts of the testator and all the general legacies made in the will, together with all costs and expenses of administration, except as to the sale of said real estate, were paid out of the personal estate of the deceased. On or about October 26, 1896, the executor paid to said widow on her distributive portion of said estate the sum of $5,000, and at the same time he paid to the residuary legatees the amount to which they were entitled under said will. Said widow at the date last aforesaid, and at other times, requested payment of the money coming to her on her distributive portion of the estate.

[31]*31The exceptions filed to the account raised two questions, viz.:

First. Is this widow entitled to have distribution computed upon an amount made up both of the personal estate and the avails of the sale of the real estate ?

Second. Is she entitled to interest on her distributive portion ot the estate?

As said in the beginning, the probate court overruled the exceptions to the account and answered both these questions in the negative.

The court of common pleas affirmed the judgment of the probate court as to the first question, but reversed it as to the second, holding that said widow was entitled to interest on all her distributive portion of said estate which was not paid to her within one year after the appointment of the executor, and then finding that certain payments had been made to her by the executor after the decision of the probate court, gave credit to the executor for such payments, and computing interest on her portion of the estate from one year after the executor’s appointment up to the time of the several payments made to her, both before and after the filing of the account, fixed the amount still to be paid to her, and ordered the executor to pay the same to said widow. The executor files his petition in error in this court, seeking to reverse said order of the court of common pleas, in so far as it finds the widow entitled to interest, and the widow files her cross petition in error seeking to reverse such order in so far as it affirms the judgment of the probate court.

Coming, then, to a consideration of the question as to whether the widow is entitled to have the avails of the sale of the real estate included in the amount upon which her distribution is to be computed.

It is urged in support of the claim that the widow is so entitled, that the provisions of the will directing a sale of the real estate by the executors, and that “ the proceeds arising therefrom, with all, from any and all sources, due to me from mortgages, bank or bills, unpaid at my death, be used in paying all before specified as my indebtedness and to my legatees and the charities,” constitute an equitable conversion of the real estate into personalty, and that as the widow is entitled to distribution out of the entire personal estate, it necessarily follows that the avails of the sale of the real estate must be included in making the computation. That an equitable conversion may be made by will is abundantly settled by the authorities (see Denham v. Cornell, 7 Hun., 662, and authorities there ciled), but it is as well settled that no such conversion can defeat the widow of her dower without her consent.

By Sec. 4186, Rev. Stat., it is provided that “ A widow * * * who has not relinquished or been barred of the same shall be endowed of an estate for life in one-third of all. the real property of which the deceased consort was seized as an estate of inheritance at any time during the marriage,” etc.

It follows that if the claim here made for the widow is sustained, she is entitled to have the real estate which was sold by the executor, treated as to her as equitably converted into personalty for one purpose, and as not so converted for another purpose, and so that she will get the benefit of the provisions of Sec. 4188, Rev. Stat., in this real estate, and at the same time get the benefit, as to the same property, of Sec. 4176, Rev. Stat., which provides for her upon distribution of the personalty. These two claims . seem to be inconsistent. As shown by the facts already recited, she was [32]*32a party to the proceedings for the sale of this real estate, and was paid for her dower interest out of the avails of such sale.

Section 5963, Rev. Stat., provides for the election by the widow of a testator, where any provision is made in the will for her, whether she •will accept the provisions made for her by the will, or be endowed of the lands of the deceased consort and take her distributive share of the personal estate. If the contention made here on behalf ol the widow is sustained, no provision made for her in the will, and rejected by her, could have been so much to her advantage as the fact that she was not mentioned in the will at all; this surely would seem to be at least a curious situation.

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12 Ohio Cir. Dec. 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-davis-ohiocirct-1901.