In re Estate of Myers

26 Ohio N.P. (n.s.) 57, 1925 Ohio Misc. LEXIS 1491
CourtAshland County Court of Common Pleas
DecidedNovember 19, 1925
StatusPublished

This text of 26 Ohio N.P. (n.s.) 57 (In re Estate of Myers) is published on Counsel Stack Legal Research, covering Ashland County Court of Common Pleas 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 Myers, 26 Ohio N.P. (n.s.) 57, 1925 Ohio Misc. LEXIS 1491 (Ohio Super. Ct. 1925).

Opinion

Graven, J.

This case comes into this court on an appeal from the probate court, from an order overruling exceptions to the determination of the inheritance tax in the estate of F. E. Myers, deceased.

The probate court found and determined that the gross value of said, estate (including the property of the value of $5,281,140.25, distributed by decedent in contemplation of death, or to take effect in possession or enjoyment at or after death) is $12,293,440.30, composed as follows: personalty $11,455,360.30; real estate $838,080.00; that the debts and costs of administration are estimated at $1,-912.00, and that no one is entitled to dower in said real estate; and the probate court further found' that the net actual value of said estate, which might be subject to inheritance tax, is $11,390,336.33 .

The total amount of tax assessed was ordered to be paid by J. C. Myers, the administrator; and to the order of the probate court determining said inheritance tax, John C. Myers as administrator and John C. Myers as individuál, Helen Myers Miller, and Mary Myers Parker, children of F. E. Myers, deceased, in connection with other interested parties, filed certain exceptions as follows:

1. That in determining the amount of the inheritance taxes due from them said auditor, acting as such appraiser, and the probate court, included as having been given, transferred or distributed to them by the decedent in contemplation of his death, or by gift or transfer intended to take effect in possession or enjoyment at or after death certain gifts made to said exceptors on the following dates, and in substantially the amounts, viz., December 22, 1921, $1,238,188.96; January 12, 1923, $600,000.00; May 14, 1923, $420,000.00; August 24, 1923, $3,022,951.29.

2. That the findings and determination by said auditor as such appraiser and by the probate court that said gifts or transfers to said several exceptors were made by [59]*59the decedent in contemplation of death, or were intended by him to take effect in possession or enjoyment at or after such death are contrary to the evidence and contrary to the facts.

3. That said order of said probate court is contrary to and without warrant of law.

Said exceptors later filed additional exceptions on the ground that the valuation of a certain parcel of real estate situated at the southeast corner of Euclid avenue and East Fourth street of the city of Cleveland, Ohio, was valued by the auditor and the probate court at $420,000.00, when it should have been valued at $350,000.00, and also excepted to said order of the court for the reason that certain exemptions should have been deducted from the value of various gifts made by the decedent as of the time said gifts were made. However, in exceptors’ brief filed herein, beginning on page 2, it is stated that “On this appeal, the principal and almost sole question is that with reference to the property so valued by said administrator at $5,221,140.25, that the decedent admittedly gave away in his lifetime.”

It is conceded by the administrator and the other ex-ceptors herein that the decedent, without a valuable consideration, substantially equivalent in money or money’s worth to the full value of such property, gave and transferred to the exceptors herein within two years prior to his death, property of the value of $5,281,140.25.

That the amounts and dates of said respective gifts were made without a valuable consideration substantially equivalent in money or money’s worth to the full value of such property, and that said gifts were made within two years prior to the death of the transferror is expressly conceded by the exceptors herein, and, under Section 5332-2, General Code, hereinafter recited, must therefore “Be deemed to have been made in contemplation of death, unless shown to the contrary.”

[60]*60The paramount question therefore, to be determined by this court on appeal, is as to whether the exceptors have, under the law and the evidence herein, shown to the court .that said gifts were not made in contemplation of death.

The city of Ashland, Ohio, and the Tax Commission of Ohio, assert that the testimony and the evidence before the county auditor and the probate court, were entirely insufficient to sustain the claims of the exceptors.

Section 5332-2, General Code, provides:

“Any transfer of property from a resident * * *, if shown to have been made without a valuable consideration substantially equivalent in money or money’s worth to the full value of such property, if so made within two years prior to the death of the transferror, shall, unless shown to the contrary, be deemed to have been made in contemplation of death within the meaning of this title.
“It shall be the duty of the persons by whom the application for determination of tax is filed to set forth in detail therein a list of all such transfers * *

It is evident under the provisions of this section that the burden is upon the exceptors herein to show that the gifts were not made in contemplation of death.

Section 5332, General Code, recites:

“A tax is hereby levied upon the succession to any property passing, in trust or otherwise, to or for the use of the person, institution or corporation, in the following cases * * *.
“3. When the succession is to property from a resident * * * by deed, grant, sale, assignment or gift made without a valuable consideration, substantially equivalent in money or money’s worth to the full value of such property:
“(a) In contemplation of the death of the grantor; or
“(b) Intended to take effect in possession or enjoyment at or after such death * *
“In contemplation of death,” as defined by Section 5331, General Code, is as follows:
“In contemplation of death means that (the) expectation of death which actuates the mind of the person on the execution of his will.”

[61]*61. The amount of the tax, according to computations of the appraiser, based upon his said total valuation of $11,330,336.33, was $445,968.46, and the order of determination by the probate court which was entered pro forma based upon the report of said appraiser was for that amount. The distributees of the estate, namely the three children of the decedent, have waived their objections to the valuation at which the appraiser included the items making up his said total of $6,109,196.08, and the administrator proportionately from the distributive shares of each of said children has paid to the county treasurer a total tax of $234,197.85, that being the amount of the tax, without interest, computed upon successions to property of said total value of $6,109,196.08. The difference between said $445,968.46, representing the total amount of tax claimed by the appraiser; and said amount of $234,197.85, so paid by the administrator, such difference being $211,770.61, is the amount, except interest, in dispute in this proceeding.

On this appeal the principal and almost the sole question is that with reference to the property so valued by said appraiser at $5,221,140.25, that the decedent admittedly gave away in his lifetime.

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Bluebook (online)
26 Ohio N.P. (n.s.) 57, 1925 Ohio Misc. LEXIS 1491, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-myers-ohctcomplashlan-1925.