In re Estate of Morris

39 Ohio Law. Abs. 187, 1943 Ohio Misc. LEXIS 254
CourtJackson County Probate Court
DecidedJune 23, 1943
StatusPublished
Cited by1 cases

This text of 39 Ohio Law. Abs. 187 (In re Estate of Morris) is published on Counsel Stack Legal Research, covering Jackson 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 Morris, 39 Ohio Law. Abs. 187, 1943 Ohio Misc. LEXIS 254 (Ohio Super. Ct. 1943).

Opinion

OPINION

By SLAVENS, J.

Ed F. Jones and E. Paul Evans, hereinafter designated as the petitioners, were appointed administrators d.b.n. c.t.a. of the estate of David Morris, deceased, who, during his lifetime, was a resident-of Madison Township, Jackson county, Ohio.

The petitioners instituted the present proceeding to determine-the identity of those who are entitled to the residue of the estate-of their decedent. After the payment of certain specific legacies-there remains for distribution approximately $16,000.00. The petitioners allege that their decedent left no surviving spouse, no surviving children or their lineal descendants, no surviving parent, no-surviving brothers or sisters, either of the whole or of the half blood, .no surviving lineal descendents of deceased brothers or sisters; no surviving paternal or maternal grandparent, no surviving lineal' descendants of decaesed paternal grandparents or either of them- and no surviving lineal descendants of deceased maternal grandparents or either of them.

Item 4 of the last will and testament of the testator reads as-follows:

I hereby nominate and appoint Benner Jones, of Jackson. Ohio,. Executor of my Will and Estate, and I direct that no Bond be required of him as- such Executor, and in the event of the death, refu[189]*189sal or inability of said Benner Jones to serve as such Executor, I direct that the Probate Court appoint some suitable person as Administrator with the Will annexed, with the same power, authority and discretion conferred upon my Executor herein, and I authorize, empower and direct that my said Executor, if necessary so to do to reduce the same to cash or money, shall sell and dispose of all of my •estate and property, real and personal, of every kind, character and description, at public or private sale within his discretion, without’ the order or intervention of any court therefor, at such times and on such terms and conditions as he shall deem proper, and to execute and deliver all writings, deeds, transfers and assignments therefor, to complete a valid and regular sale or sales therefor, and after payment of all my debts, costs, charges and lawful expenses • of the administration of my estate and the payment and satisfaction of Items 1, 2 and 3 hereof, the residue of the proceeds and assets of my estate and property in the hands of my Executor for distribution shall be by my Executor divided and distributed to and among my next of kin and heirs at law under the statutes of descent and distribution of the State of Ohio, and in the order and proportion therein provided.

The last will and testament of David Morris was executed on the 10th day of August, 1940. The testator died on the 2nd day of .Deceihber, 1940. The last will and testament was admitted to probate in this court on the 23rd day of January, 1941.

The decedent, David Morris, was the son of Ann Davis Morris, who was the daughter of Mary Jones Davis. Mary Jones Davis was the sister of Benjamin Jones, David D. Jones, and Joshua Jones. Benjamin Jones and Joshua Jones had no children. David D Jones, their brother and also the brother of Mary Jones Davis (the grandmother of David Morris, decedent herein), was the father of eight children, all of whom were deceased at the date of the death of David Morris except Sallie D. Jones, who died without issue on September 8, 1941. Sallie D. Jones had three brothers and four sisters, ■all of whom were deceased at the date of the death of David Morris, but all left lineal descendants surviving them, except Elizabeth Jones. The lineal descendants of the brothers and sisters of Sallie "D. Jones were made parties defendant herein.

David Morris was the son of Timothy Morris. Timothy Morris was the husband of Ann Davis Morris, and they were the parents of an undisclosed number of children in addition to David Morris. These children either died in infancy or pre-deceased David Morris, and none left descendents. The first name of the father of Timothy Morris is unknown but it is established that he was the only brother of Mary Morris, who married Lewis Lewis. To the marriage of Mary Morris and Lewis Lewis was born a son, John L. Lewis, who had no brothers or sisters. John L. Lewis, deceased prior to David [190]*190Morris, was the father of five children, all of whom, survived David Morris, and who were made parties defendant herein.

The competing groups for the residue of the estate of David Morris are the members of the Lewis family, whose grandmother was the only sister of - Morris, the grandfather of David Morris; the lineal descendents-of the children of David D. Jones; and the executors of the estate of Sallie D. Jones, the daughter of David D. Jones.

The question involved is not one for the construction of the WilL of the decedent, and no evidence was presented as indicative of the testator’s supposed intention. The provisions of the will are clear, plain and unambiguous. The question involved is the determination of the identity of those persons who shall be entitled to participate in the residue of the estate in accord with the provisions of Item 4 of the Will.

It is apparent that the Statute of Descent and Distribution is the polar star and guidepost, for by reference to it the Court must ascertain not only who are to participate in the residue of the estate but also in what proportion they are to take.

It is admitted by all parties and the evidence clearly establishes, that there is no person or class of persons or classes of persons embraced within the provisions of paragraphs one, two, three, four, five, six and seven of §10503-4 GC.

The evidence indicates that ¶8 of §10503-4 GC, in its present form is the controlling paragraph of the Statute of Descent and Distribution referred to in the will of the testator and there have been no-amendments to §10503-4 GC, since the date of the execution of this. Will. Paragraph 8 of §10503-4 GC, is as follows:

“If there be no paternal grandparent or no maternal grandparent, then such one-half to the lineal descendants, if any, of such deceased grandparents, per stirpes; if there be no such lineal descendants, then to the surviving grandparent or grandparents or their lineal descendants, per stirpes; if there be no surviving grandparents or their lineal descendants, then to the next of kin of the-intestate. There shall be no representation among such next of kin.”

It was further established that David Morris left surviving him no paternal grandparent or maternal grandparent, or their lineal descendants. The controlling words in ¶8 of §10503-4 GC are “then to the next of kin of the intestate. There shall be no representation among such next of kin.”

To affectuate the direction of the testator it becomes necessary to determine the identity of the “next of kin and heirs at law under the Statutes of Descent and Distribution of the State of Ohio”.

Section 10503-2 GC is of assistance in this particular and if. is therein provided:

[191]*191“In the determination of intestate succession, next of kin shall be determined by degrees of relationship computed by the rules of Civil Law.”

Under the civil law the degree of consanguinity is computed by going from the intestate to the common ancestor and from the common ancestor to the claiming heir. (Adams and Hosford, Ohio Probate Practice, page 493). This method is explained in 14 O. Jur., page 174, as follows

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Related

In re Estate of Fields
65 N.E.2d 70 (Ohio Court of Appeals, 1944)

Cite This Page — Counsel Stack

Bluebook (online)
39 Ohio Law. Abs. 187, 1943 Ohio Misc. LEXIS 254, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-morris-ohprobctjackson-1943.