In re Estate of Jones

29 Ohio Law. Abs. 148, 15 Ohio Op. 250, 1939 Ohio Misc. LEXIS 1088
CourtOhio Probate Court of Franklin County
DecidedApril 3, 1939
DocketNo 83817
StatusPublished

This text of 29 Ohio Law. Abs. 148 (In re Estate of Jones) is published on Counsel Stack Legal Research, covering Ohio Probate Court of Franklin County 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 Jones, 29 Ohio Law. Abs. 148, 15 Ohio Op. 250, 1939 Ohio Misc. LEXIS 1088 (Ohio Super. Ct. 1939).

Opinion

OPINION

By McClelland, j.

This matter comes on to be heard upon the motion of the administrator of the estate of Allen H. Jones, deceased, to remove from his office the person appointed to ascertain the value of the provisions made oy will for the spouse of the deceased, and the value of the interest which the spouse might have in the property of the deceased-under the laws of descent and distribution.

It will be necessary that we state chonologicaily the essential facts which have been developed- in this hearing. The facts are as follows:

Allen H. Jones and Bertha Jones were husband and wife, and-living together as such on April 2, 1936, at which date a guardian was appointed for-both because of mental incompeterfcy found -by the Probate Court - to exist on the part .of both of- -them.--

[149]*149On August 21, 1938, Allen H. Jones, the husband, died, leaving a last will and testament, which was admitted to probate on September 13, 1938.

On December 28, 1938, the guardian ot Bertha Jones resigned, and Arthur L. Rowe was appointed as the successor guardian. On January 3, 1939, the' guardian of Bertha Jones, together with the administrator of the estate of Allen H Jones appeared m tne Probate Court ot Franklin County, Ohio, and called to the Court’s attention the fact that the surviving spouse, Bertna Jones, was incompetent and unable to make an election in her own behalf. In pursuance of that suggestion, the Court, on January 16, 1939, appointed J. Weller Igo as the person to investigate and make a report as authorized by §10504-63 GC. On the same day, the administrator of the estate of Allen H. Jones filed an action in the Probate Court of Franklin County, Ohio, to construe the will of the deceased. On February 10, 1939, the administrator of tne estate of Alien H. Jones resigned, and a successor administrator was appointed. J. Weller Igo accepted the appointment above referred to and qualified. On January 26, 1939, Bertha Jones died, and an administrator of her estate was appointed and qualified on January 30, 1939.

It appears from the record that Allen H. Jones died leaving his incompetent spouse and two daughters by a former marriage as his sole and only next of kin. The administrator de bonis non with the will annexed of Allen H. Jones has filed the above mentioned motion to 'dismiss J. Weller Igo, for the reason that the incompetent spouse made no election to take under the will or under the law during her lifetime, and ’that by reason of her death she is conclusively presumed to have taken under the will. The particiular statutes with which we have to deal m this matter are as follows:

“Sec. 10504-55 — Election by Surviving ^Spouse:— After' the pióoate of the will 'and filibg ' of; 'the "inventory, appraise'tbéht and: schedule 'of'debts, the pro*bate 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, to elect whether to take under the will or under the statute of descent and distribution; but in the event of election to take under the statute of descent and distribution, such spouse shall take not to exceed one-half of the net estate. Such election shall be made not later than one month after service of the citation to elect, or if no citation has been issued, within nine months after the appointment of the executor or administrator or the further time allowed by the court therefor for good cause shown, on motion filed before the expiration of such period, and when made shall be entered upon the minutes of the court.”
“Sec. 10504-66 — Failure To Make Election: Presumption: — If the surviving spouse fails to make such election in person or by written instrument, or dies, at any time before the expiration of the time limit provided by law without having made such election, such spouse shall be conclusively presumed to have elected to take under the will and such spouse who fails to elect and the heirs, devisees and iegatees of such spouse who dies without having elected and those claiming through or under them shall be bound accordingly, and persons may deal with the property of the1 decedent in- accordance therewith.
“Sec. 10504-63 — Election Made By One Under Legal Disability, How: — When because of unsound mind, or other legal disability, the surviving spouse is unable- to make an election, as soon as the facts come to the knowledge of the probate court, at any time within the time allowed by law for election, it shall appoint some suitable person to ascertain the value of' the provision •made for- such spouse in lieu of the provisions made by law, and. the value of the rights by law in the estate of the deceased consort.”
“Sec. 10504-64 — Entry:—On the return of-the report of' ' the person appointed to make such investigation, the [150]*150court shall determine whether the provision made by the testator tor one surviving spouse, in the. will or the provision by law, is better for such spouse, and shall elect accordingly. It shall thereupon record upon its journal the election for such spouse under dis-ability, by virtue of the proceeding herein provided, which election, when so entered, shall have the same force and effect as an election made by one not under such disability.
“Sec. 10504-58 — Election Time Extended: — When proceedings for advice, or to contest the validity of a will, are begun within the time allowed by law for making the election, if the will ]S not set aside, the election, may be made within three months after the final disposition thereof.”

It is apparent from the record that the above statutes have been complied with as far as possible fully to protect the interests of the surviving spouse. The only issue therefore in this case is whether the death of the incompetent spouse within the time limit for making election raises the presumption that she shall take under the will of her deceased husband.

Had the surviving spouse, Bertha Jones, been competent at the death of her husband, and remained so until her death, no question could have arisen because that circumstance would fall directly under the provisions of §10504-60 of the probate code, and she would have been conclusively presumed to have elected to take under the will. But she was not competent to make an election, and the court then invoked its authority under §10504-63, and appointed a person to determine what she would have under the will, and what She would have under the statute.

The record discloses that on the same day upon' which' Mr. Igo was appointed, an action was filed by the administrator to construe the will of Mr. Jones. This automatically extended the time ■for the election to any time within three ■months after the final disposition., of the. will construction case.

The surviving spouse died on January 26, 1939, without having made an election, or without any election having been made for her. It is the contention of the administrator that under that circumstance she is conclusively presumed to have elected to take under the will. In our opinion, the law does not, and will not, in any manner prejudice the rights, of an incompetent person, but on the contrary, will fully protect the rights of that person. The court in this case could not have made an election because the information was not before it as to what she would receive under the law, or what she would receive under the will. The will had not yet been construed.

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Bluebook (online)
29 Ohio Law. Abs. 148, 15 Ohio Op. 250, 1939 Ohio Misc. LEXIS 1088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jones-ohprobctfrankli-1939.