In re Estate of Crow

31 Ohio Law. Abs. 35, 1940 Ohio Misc. LEXIS 432
CourtMontgomery County Probate Court
DecidedJanuary 22, 1940
StatusPublished
Cited by2 cases

This text of 31 Ohio Law. Abs. 35 (In re Estate of Crow) is published on Counsel Stack Legal Research, covering Montgomery County Probate Court 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 Crow, 31 Ohio Law. Abs. 35, 1940 Ohio Misc. LEXIS 432 (Ohio Super. Ct. 1940).

Opinion

OPINION

By WISEMAN, J.

This matter comes on to be heard on the application to probate an instrument alleged to be the last will and testament of Rebecca E. Crowe, who died November 1, 1939, which in its entirety is as follows:

LAST WILL AND TESTAMENT OF REBECCA E. CROWE. J

Be it remembered that I, Rebecca E. Crowe of the city of Dayton, Montgomery County, Ohio, being of sound and disposing mind and memory and considering the uncertainty of life, dO' make, publish and declare this to be my last Will and Testament, hereby revoking all former Wills and Codicils whatsoever by me made.

ITEM I. I direct that all my debts and funeral expenses be paid as soon as practicable after my decease.

ITEM II. In case I have not already done so or contracted therefor I direct the executrix place a headstone not [36]*36to cost more than a Thousand Dollars ($1,000).

ITEM III. All the rest, residue and remainder of .the property oí whatever kind or nature, whether real, personal or mixed, and wheresoever situate, of which I may own or have the right to -dispose of at the time of my death, I give, devise and bequeath to

(Here appears a blank space. The end of Item III is about three inches above the bottom of the first page. Item IV begins on the reverse side at about one and one-half inches below the top of the page).

ITEM IV. I make, nominate and appoint Mrs. Easter Ritter of Dayton, Ohio to be executrix of this my last will and Testament, and I request that absolutely no bond be required of her as such, hereby authorizing and empowering my said executrix to compound, compromise, settle and adjust all claims and demands in favor of or against my estate; and to sell at private or public sale, at such prices and upon such terms of credit or otherwise as she may deem best the whole or any part of my real or personal property and to execute acknowledge and to deliver deeds and other proper instruments of conveyance, therefore to the purchaser or purchasers. No purchaser from my said executrix need see to the application of the purchase money to or for the purposes of the trust; the receipt of my executrix shall be a complete discharge and acquittance thereof.

IN TESTIMONY WHEREOF, I have hereunto set my hand and seal this

Rebecca E. Crowe.

Signed and acknowledged by the said Rebecca E. Crowe, to be her Last Will and Testament before us and in our presence, and by us signed as attesting witnesses in her presence, at her request, and in the presence of each other, this 26th day of December, 1938.

Harry McClellan residing at 923 Superior Ave.

Ernest B. Baldridge residing at 912 Five Oaks Ave.

The heirs oppose the probate of -this instrument as a will, contending that it is not dispositive, and not complete on its face.

The court is not satisfied to rest the issue- as to whether the instrument is dispositive in character, on item two in which the testatrix directs the executrix to expend $1,000 for headstone. The dispositive chai'aeter of this item not being free from doubt, the court would rather search for and apply the fundamental principle of law applicable thereto.

While the belief that an instrument must be dispositive in character to be a valid will -has been accepted as the law in Ohio, no case has been dicided by a court of superior jurisdiction which flatly determined this question. In the case of In re Williamson, 5 N. P. 1, (1897), the probate judge for Hamilton county held that an instrument which was not dispositive could not be probated as a valid will. This ruling was reversed by the Common Pleas Court in 8 O. D. 47 (1898), wherein the court ordered the instrument to be probated as a will on the ground that the testator intended the instrument to be a will. In the case of Moon v Harness, 15 C. C. N. S. 139 (1912), it was held that an instrument which contained a provision declaring his two granddaughters to be “each equal heirs with my own children,” was dispositive in character. Having held the instrument to be dis-positive in character, the court did not definitely decide that an instrument is required to be dispositive in character. In the case of Holmden v Craig, 16 C. C. N. S. 157 (1913), which was an action to quiet title, the court in its opinion states:

“All definitions of a will include the idea that it is a means of disposing of property, to take effect at the death of the testator. We must bear in mind that a will always disposes of property. It is clear, therefore, that a written instrument in the form of a will which makes no disposition of property is not a will.”

Upon an examination of this opinion it will be observed that this language [37]*37was largely obiter dictum, inasmuch as the will in question was dispositive in character. These cases lend little or no assistance to this court in determining the issue herein presented. The case at bar becomes one of first impression under the Probate Code as we find no reported case since 1932 in which this issue has been decided.

The heirs contend that an instrument which does not dispose of property is not a will, and cite in support thereof the following cases: Bailey v Bailey, 8 Ohio 239; Crane v Doty, 1 Oh St 279; Baker v Baker, 51 Oh St 217; Moon, Admr. v Stewart, 87 Oh St 349; Tax Commission v Parker, 117 Oh St 215.

In the authorities just cited, the courts have defined a will to be an instrument in which a person disposes of property to take effect after his death. In each of these cases is found language similar to that used by our Supreme Court in the case of Tax Commission v Parker, supra, as follows:

“ ‘A will is commonly defined as any instrument executed with the formalities of law, whereby a person makes a disposition of his property to take effect after his death.’ 28 Ruling Case Law, 58, Section 2.
“ ‘A will is a disposition of property to take effect on or after the death of the owner.’ 40 Cyc., 995.
“ ‘A written instrument, legally executed, by which a man makes disposition of his estate, to take effect after his death.’ Webster.”

While we find no case in Ohio, there are cases in other jurisdictions holding that if the instrument merely provides for the revocation of former wills, the payment of debts, and the naming of a person as executor, it will be sustained as a will even though it does not dispose of property.

In 41 O. Jur., page 266, is found the following statement: “It is well settled that an instrument naming an executor may be a valid will.” In the note,-a reference is made to 28 R. C. L. page 58, wherein it is stated:

“A will is commonly defined as any instrument executed with the formalities of law, whereby a person makes a disposition of his property to take effect after his death. The disposition of property is not an essential characteristic of a will, and an instrument simply nominating an executor may be a will. In fact it is not uncommon for a testator to make his will for the sole purpose of nominating an executor to administer his estate.” (Cases cited).

In 34 L. R. A. (N.S.) 968, is found a note reading as follows:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Hand
2016 Ohio 7437 (Ohio Court of Appeals, 2016)
In re Estate of Piasecki
201 N.E.2d 840 (Cuyahoga County Probate Court, 1964)

Cite This Page — Counsel Stack

Bluebook (online)
31 Ohio Law. Abs. 35, 1940 Ohio Misc. LEXIS 432, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-crow-ohprobctmontgom-1940.