In Re Estate of Martin

185 N.E.2d 785, 115 Ohio App. 515, 21 Ohio Op. 2d 166, 1962 Ohio App. LEXIS 709
CourtOhio Court of Appeals
DecidedMarch 15, 1962
Docket341
StatusPublished
Cited by10 cases

This text of 185 N.E.2d 785 (In Re Estate of Martin) 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 Martin, 185 N.E.2d 785, 115 Ohio App. 515, 21 Ohio Op. 2d 166, 1962 Ohio App. LEXIS 709 (Ohio Ct. App. 1962).

Opinion

Crawford, P. J.

This cause is presented as an appeal on questions of law from a declaratory judgment of the Probate Court determining that a purported agreement among the heirs and devisees of Myrtle D. Martin, deceased, is valid. The judgment entry directs the executor to proceed with the administration in accordance with the will and to discharge his duties under the law, as if there were no contract.

The question presented is whether the Probate Court had jurisdiction to render the declaratory judgment.

The agreement provided for a division of the estate different from that provided in the will.

Section 2721.02, Revised Code, reads as follows:

“Courts of record may declare rights, status, and other legal relations whether or not further relief is or could be claimed. No action or proceeding is open to objection on the ground that a declaratory judgment or decree is prayed for. The declaration may be either affirmative or negative in form and effect. Such declaration has the effect of a final judgment or decree.”

This was originally Section 12102-1, General Code. The first sentence thereof read:

“Courts of record within their respective jurisdictions shall have power to declare rights, status, and other legal relations whether or not further relief is or could be claimed. * * ” (Emphasis added.)

It will be noted that upon the adoption of the Revised Code the words, “within their respective jurisdictions,” were omitted.

Section 1.24, Revised Code, provides that the Revised Code is not intended to change the law as theretofore expressed and that its provisions are to be construed as restatements and not *517 as new enactments of the corresponding section or sections of the General Code. Hence, the variation of language in the Revised Code did not affect the jurisdiction of the court.

The Probate Court is a court of limited jurisdiction, with such authority only as is specifically conferred upon it by statute. Appellees claim the Probate Court has jurisdiction in this instance by virtue of the following provisions of Section 2101.24, Revised Code, in effect at the time of filing the petition for declaratory judgment:

“Except as otherwise provided by law, the Probate Court has jurisdiction:

6 i # # #

“(B) To grant and revoke letters testamentary and of administration ;

“(C) To direct and control the conduct and settle the accounts of executors and administrators and order the distribution of estates;

i Í * # #

“ (K) To construe wills;

“ (L) To render declaratory judgments;

“ (M) To direct and control the conduct of fiduciaries and settle their accounts;

# # #

“Such jurisdiction shall be exclusive in the Probate Court unless otherwise provided by law.

“The Probate Court shall have plenary power at law and in equity fully to dispose of any matter properly before the court, unless the power is expressly otherwise limited or denied by statute. * * *”

Besides setting forth the jurisdiction of the Probate Court, Section 2721.05, Revised Code, enumerates the situations in which an executor may obtain a declaratory judgment, as follows :

“Any person interested as or through an executor, administrator, trustee, guardian, or other fiduciarary, creditor, devisee, legatee, heir, next of kin, or cestui que trust, in the administration of a trust, or of the estate of a decedent, an infant, lunatic, or insolvent, may have a declaration of rights or legal relations in respect thereto in any of the following cases:

*518 “ (A) To ascertain any class of creditors, devisees, legatees, heirs, next of kin, or others;

“(B) To direct the executors, administrators, trustees, or other fiduciaries to do or abstain from doing any particular act in their fiduciary capacity ;

“(C) To determine any question arising in the administration of the estate or trust, including questions of construction of wills and other writings.”

The cause was begun in the Probate Court by the filing of a petition on August 23, 1960, by W. P. Noble, as executor of the estate of Myrtle D. Martin, deceased. The facts alleged in this petition are stipulated to be true. These facts are as follows:

Plaintiff, appellee herein, is the executor of the estate of Myrtle D. Martin, deceased, having been so appointed by the Probate Court on December 18, 1958. Defendant Clara Snider, appellant herein, and defendants Gertie Whiteside and W. P. Noble (the same person who is executor), appellees herein, are sisters and brother of the decedent and are the sole beneficiaries under her will.

On November 5,1958 (after the death of Myrtle D. Martin), these three entered into a contract, agreeing among other things not to contest the will, to effect a certain division of the assets of the estate and for the payment of inheritance taxes in a certain manner.

Defendant Clara Snider now claims that contract is null and void and that she is not bound thereby. Her reason for such contention is not stated, nor is it relevant to the present question.

The petitioner says that he needs a declaratory judgment of the court as to his duty, rights and other legal relations and those of the defendants.

The assets of the estate consisted of certain personal property in Ohio and of substantial real and personal property in Michigan. The Michigan real estate was transferred to defendant Clara Snider on October 1, 1959. Ancillary administration charges in Michigan and the Michigan inheritance taxes were paid out of personal assets in that state. The Ohio inheritance tax was equally divided between the three beneficiaries. The time within which to contest the will has expired. No ob *519 jection to the appointment of W. P. Noble as executor has been made.

The petition sets forth the will, dated August 9, 1956, devising and bequeathing to Clara Snider the Michigan real estate and its contents, and bequeathing the residue of the estate in equal portions to the brother and two sisters, above named.

The petition also sets forth the contract, which is as follows:

‘ ‘ Whereas, all the parties hereto are heirs at law of Myrtle D. Martin, and whereas the said Myrtle D. Martin died at Bloomingburg, Ohio, leaving a will dated on the 9th day of August, 1956; and, whereas, a controversy has arisen among the parties concerning said will;

‘ ‘ It is hereby agreed by and between the parties hereto that none of the parties hereto shall contest, or cause to be contested, the said last will and testament of the said Myrtle D. Martin;

“It is further agreed that no party to this agreement shall object to the appointment of W. P. Noble as executor of the last will and testament as provided in said last will and testament.

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Bluebook (online)
185 N.E.2d 785, 115 Ohio App. 515, 21 Ohio Op. 2d 166, 1962 Ohio App. LEXIS 709, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-martin-ohioctapp-1962.