In Re Estate of Bersin

129 N.E.2d 868, 98 Ohio App. 432, 57 Ohio Op. 475, 1955 Ohio App. LEXIS 651
CourtOhio Court of Appeals
DecidedJanuary 5, 1955
Docket253
StatusPublished
Cited by4 cases

This text of 129 N.E.2d 868 (In Re Estate of Bersin) 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
In Re Estate of Bersin, 129 N.E.2d 868, 98 Ohio App. 432, 57 Ohio Op. 475, 1955 Ohio App. LEXIS 651 (Ohio Ct. App. 1955).

Opinion

Hunsicker, J.

This is an appeal on questions of law from a judgment of the Probate Court of Medina County, Ohio.

Waldemar Bersin died on March 22, 1953. Anna Bersin is his surviving spouse. Waldemar Bersin had previously been married. His first wife, Lena, died, and he then married Anna in 1949. In 1934, Waldemar Bersin executed his last will and testament. No mention of Anna, the second wife and present surviving spouse, was made in such will. The will was admitted to probate on June 1, 1953, and on June 2, 1953, Walter Bersin was appointed executor under this will. On March 15, 1954 (more than nine months after the appointment of the executor), the “Inventory and Appraisement” was filed, and on that day Anna Bersin filed “Exceptions to the inventory and petition for increase of year’s allowance.”

No citation was issued by the Probate Court to Anna Bersin “to elect whether to take under the will or under Section 2105.06 of the Revised Code.” (Section 2107.39, Revised Code.) No explanation of the will and her “rights under such will, and by law, in the event of a refusal to take under the will” was made to Anna Bersin by the probate judge. (Section 2107. 43, Revised Code.)

On April 9, 1954, a hearing was had on the exceptions, and for the approval of the inventory. At this hearing the year’s allowance to Anna was increased, and the inventory and appraisement was thereupon approved.

On the very day of the hearing for approval of the inventory, and within 25 days of the time when the in *434 ventory and appraisement was filed — to wit, April 9, 1954 — Anna Bersin filed her written “Election of Surviving Spouse,” whereby she elected to take under the statute of descent and distribution.

On April 27, 1954, the executor, Walter Bersin, filed a written motion to strike the election of the surviving spouse from the files, for the reason that more than nine months had elapsed between the date of the appointment of the executor and the filing of the election of the surviving spouse, and for the further reason that any election at that time was precluded by the operation of the statute providing for election by the surviving spouse.

The Probate Court granted the motion to strike from the files such election by Anna, and ordered “that the surviving spouse shall take under the terms of the will.”

It is from this judgment that Anna Bersin appeals to this court, saying:

“1. The Probate Court erred in holding that the surviving spouse (appellant herein) shall take under the terms of the will of Waldemar Bersin, deceased.

“2. The Probate Court erred in granting the executor’s motion to strike the widow’s election to take under the law from the files.

“3. The Probate Court erred in requiring the widow to elect prior to the time an inventory and appraisal was filed in said estate.

“4. The Probate Court erred in failing to issue a citation to the surviving spouse to elect whether to take under the will or under the law.

“5. Other errors apparent on the face of the record, to the manifest prejudice of this appellant.”

The questions raised by this appeal involve the statute on “Election by surviving spouse,” and various related sections; to wit, Section 2107,39, Revised *435 Code, Section 2107.41, Revised Code, Section 2107.43, Revised Code, and Section 2115.02, Revised Code. These may be stated as follows:

1. Is a surviving spouse required to elect, where no mention of such spouse is made in the will, and where such will was executed prior to the marriage of the deceased to this surviving spouse?

2. Can a surviving spouse exercise his or her right of election after the period of nine months from the appointment of the executor?

3. Is a surviving spouse required to make an election before the inventory and appraisement is filed, when such inventory and appraisement is filed more than nine months after the appointment of the executor?

The marriage of Waldemar Bersin to Anna after the execution of this will did not act as a revocation of the will, since a subsequent marriage, in the absence of a statute on the subject, does not constitute a revocation of a will made by a testator prior to the marriage. Mundy’s Exrs. v. Mundy, 15 C. C., 155, 8 C. D., 44; 57 American Jurisprudence, Wills, Section 526 et seq.

Section 2107.39, Revised Code (former Section 10504-55, General Code), in its pertinent part, now reads as follows:

‘ ‘ After the probate of a will and filing of the inventory, appraisement, and schedule of debts, the Probate Court on the motion of the executor or administrator, or on its own motion, forthwith shall issue a citation to the surviving spouse, if any be living at the time of the issuance of such citation, to elect whether to take under the will or under Section 2105.06 of the Revised Code. If such spouse elects to take under such section, such spouse shall take not to exceed one half of the net estate and unless the will shall expressly *436 provide that in case of such election there shall be no acceleration of remainder or other interests bequeathed or devised by the will, the balance of the net estate shall be disposed of as though such spouse had predeceased the testator. The election shall be made within one month after service of the citation to elect, or if no citation is issued such election shall be made within nine months after the appointment of the executor or administrator. On a motion filed before the expiration of such nine months and for good cause shown, the court may allow further time for the making of the election. The election shall be entered on the journal of the court.” (Emphasis ours.)

Section 2107.41, Revised Code (former Section 10504-60, General Code), says, in the pertinent part, as follows:

“If the surviving spouse dies before probate of the will, or, having survived such probate, thereafter either fails to make the election provided by Section 2107.39 of the Revised Code or dies before the expiration of the time set forth by such section without having made such election, such spouse shall be conclusively presumed to have elected to take under the will and such spouse and the heirs, devisees, and legatees of such spouse who dies either before or after probate of the will without having elected, and those claiming through or under them shall be bound thereby, and persons may deal with the property of the decedent accordingly * * *.” (Emphasis ours.)

To make an election, then, under Section 2107.39, Revised Code, required either some positive act by the surviving spouse, Anna, indicating her intention, or the lapse of time under the conditions set out in this statute. It must be remembered that Anna Bersin could have made an application to extend the nine-months period, but that was not done in this case.

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Cite This Page — Counsel Stack

Bluebook (online)
129 N.E.2d 868, 98 Ohio App. 432, 57 Ohio Op. 475, 1955 Ohio App. LEXIS 651, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-bersin-ohioctapp-1955.