In re Estate of Meyer

82 N.E.2d 856, 53 Ohio Law. Abs. 97, 1948 Ohio Misc. LEXIS 253
CourtMontgomery County Probate Court
DecidedMay 15, 1948
DocketNo. 106464
StatusPublished
Cited by1 cases

This text of 82 N.E.2d 856 (In re Estate of Meyer) 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 Meyer, 82 N.E.2d 856, 53 Ohio Law. Abs. 97, 1948 Ohio Misc. LEXIS 253 (Ohio Super. Ct. 1948).

Opinion

OPINION

By LOVE, J:

This cause came on to be heard on the complaint of Roland F. Meyer and Charles C. Scheibenzuber, two of the heirs, devisees, and legatees of Ella M. Meyer, deceased, filed under the authority of §10506-67 GC, the evidence, and briefs of counsel.

The complainants allege that the executrix, “Hazel M. Sweetman has now, or did have, in her possession, and has concealed, or conveyed away, goods, chattels and effects belonging to the Estate of said Ella M. Meyer, deceased ....’’ The complainants then proceed to list a number of diamonds and other items of jewelry, a wrist watch, silver table settings, [98]*98china, clocks, glassware, and miscellaneous household goods as the property in the possession of the executrix.

The complainants have also filed exceptions to the supplemental inventory and appraisement filed subsequent to the filing of the complaint. By agreement of the parties both proceedings were heard together and consequently will' be passed upon at this time.

. It appears from the evidence submitted that Ella M. Meyer died testate on or about March 21, 1946 leaving surviving her three children, Hazel M. Sweetman, the person against whom the complaint is made, Irene Wasmuth, and Mara M. Hill, and three grandchildren who are descendants of two deceased daughters, namely, Phyllis E. O’Keefe, Roland F. Meyer, and Charles C. Scheibenzuber, the latter two of whom are the complainants and the exceptors herein. The will of Ella M. Meyer in effect devises all real and personal property to the executrix for the purpose of converting the same into cash and distributing the proceeds so that her five children or their descendants will each receive a one-fifth (1/5) share. After her will was probated, Hazel M. Sweetman was duly appointed executrix on the 16th day of May, 1946; and on June 5, 1946 she filed an inventory and appraisement of the estate and failed to list any personal goods and chattels but listed only real estate at an appraised value of $17,500.00. Said inventory and appraisement was approved on the 29th day of June, 1946, no exceptions having been filed thereto.

The evidence further discloses that the beneficiaries, with .the possible exception of Charles C. Scheibenzuber, had had conversations with the executrix about dividing the jewelry and the household goods. It appears that the executrix had decided upon such a plan because the decedent wanted her jewelry divided among her three surviving daughters but that they would select a piece to be given to Phyllis O’Keefe’s mother. Whoever received a diamond was to pay for it when the estate was settled. The executrix also discussed a division of household goods and that a dinner would be arranged some time in the future at which time the household goods would be divided. Charles C. Scheibenzuber testified that he did not know of the arrangements as they pertained to the jewelry but did recall some conversation about a dinner party at which the household goods were to be divided. He requested a set of dishes. The testimony discloses that the only article given away by the executrix was a Starr piano of little value. It was given to Phyllis O’Keefe. This article is not in issue as it was given with full knowledge of the parties, and no wrongful conduct is charged either on the [99]*99par-t of the complainants, Phyllis O’Keefe, or the executrix. As nearly as can be ascertained, it appears from the testimony that the conversations referred to above took place prior to June 7, 1946. The three grandchildren denied knowing the contents of the will. While the Court does not believe that this denial adds much to the issues to be decided, it nevertheless holds that they were chargeable with knowledge from the date said will was probated, the 16th day of May, 1946, notice of the hearing having been previously waived by all of the next of kin including the complainants. Sometime in March or April of 1947 the complainant Roland F. Meyer inquired of the executrix through her attorney why the unreported assets had not been included in the inventory, claiming that he had no previous knowledge of the contents of the inventory and appraisement. The evidence discloses that the executrix’s excuse was that she did not deem it necessary to include these articles since all the personal assets were heirlooms. The evidence discloses that her attorney subsequently advised her that all assets must be included in an inventory and appraisement. On or about May 12, 1947 the- complainants formally demanded that the inventory be made complete and shortly thereafter were notified that a supplemental inventory and appraisement would be taken June 10, 1947. The evidence shows that none of said complaining parties appeared at the time or the place where said inventory and appraisement was taken. Instead on June 9, 1947 at 12:15 p. m. the complaint was filed. On June 5 the Court ordered the three estate appraisers to actually view the property to be submitted to them by the executrix. On June 9 the attorney for the estate, Clarence J. Stoecklein,'took the oath of the appraisers. The evidence shows that the appraisers appeared at decedent’s home about 8:30 or 9:00 on the morning of June 10, the appraisement was made, Hazel M. Sweetman made her affidavit, her attorney taking the acknowledgment, and the instrument was filed on said day at 11:46 a. m. Upon filing the complaint the Court in conformance to law set a date for said matter to be heard and ordered a writ of citation against the executrix. The writ was received by the Sheriff of Montgomery County on June 10, 1947 at 8:31 a. m., residential service of the same-on Hazel M. Sweetman was made on June 10 (no time shown), and the return was filed in this Court on June 11, 1947 at 8:55 a. m. It would appear from all the evidence that Hazel M. Sweetman had, in accordance with complainants’ demand contained in their letter of May 12 (Complainants’ Exhibit 3) to her attorney, disclosed all assets to the Court before re[100]*100ceiving a writ of citation on the complaint which had been filed the day before the supplemental inventory was filed.

Exceptions to the supplemental inventory and appraisement were filed on June 16, 1947, and an order was made setting the hearing for the same day and hour as the hearing on the complaint. Exceptors allege that certain assets were omitted from said inventory and that the value assigned to the items does not represent their true value. The supplemental inventory and appraisement as filed listed jewelry appraised at $3035.00 and household articles at $828.00, total-ling $3863.00.

At the outset the Court wishes to dispose of several matters before deciding the main point at issue.

The exceptors (also complainants) have failed to show that the executrix has in her possession any property of the decedent in addition to that listed in the original and the supplemental inventory and appraisement or that the value of the items listed in the supplemental inventory is not the true value; accordingly the exceptions to the supplemental inventory and appraisement are overruled at exceptors’ costs. The aforesaid holding shall also be considered as a finding of fact as to any issue raised by the complainants that the executrix is in possession of or is concealing any other assets not disclosed by either the original or the supplemental inventory and appraisement.

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Related

State v. Harmon
2017 Ohio 320 (Ohio Court of Appeals, 2017)

Cite This Page — Counsel Stack

Bluebook (online)
82 N.E.2d 856, 53 Ohio Law. Abs. 97, 1948 Ohio Misc. LEXIS 253, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-meyer-ohprobctmontgom-1948.