In re Estate of Reed

114 N.E.2d 314, 65 Ohio Law. Abs. 129, 1952 Ohio App. LEXIS 1381
CourtClark County Probate Court
DecidedNovember 12, 1952
DocketNo. 31241
StatusPublished
Cited by3 cases

This text of 114 N.E.2d 314 (In re Estate of Reed) is published on Counsel Stack Legal Research, covering Clark 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 Reed, 114 N.E.2d 314, 65 Ohio Law. Abs. 129, 1952 Ohio App. LEXIS 1381 (Ohio Super. Ct. 1952).

Opinion

OPINION

By GRAM, J.

Florence B. Reed, a resident of the Village of Donnelsville, Clark County, Ohio, died testate on the 22nd day of December, 1951, leaving her husband and a daughter by a previous marriage surviving her. The will of said decedent was duly probated on December 29th, 1951, and the surviving spouse, Andrew Reed, was appointed Executor of said will on January 2nd, 1952. The Inventory in said estate discloses that the only estate possessed by decendant was real estate located in the [130]*130Village of Donnelsville, Clark County, Ohio, of the appraised value of $12,000.00. An exemption of $2,400.00 was set off to the surviving spouse. It also appears from the Schedule of Debts that at the time of her death, there were claims against her estate aggregating $5,602.94, which included a claim of the surviving spouse of $812.22 covering funeral and cemetery expenses paid by the surviving' spouse and approved by the Probate Court.

After providing in Item First of her will for the payment of her just debts, funeral expenses, expenses of last sickness, costs and expenses of administration, Item Second of her will made the following provision:

“I give and devise all real estate located in the Village of Donnelsville, Clark County, Ohio, that I may own at the time of my decease to my beloved husband, Andrew Reed, for and during the period of his natural lifetime, and at his death, to my daughter, Delia C. Adams, the same to be hers absolutely and in fee simple.”

Item Third of decedent’s will is as follows:

“All the rest and residue of my estate at the time of my decease, of whatsoever kind or nature and wheresoever the same may be situated, I give, devise and bequeath to my said husband, Andrew Reed, and to my said daughter, Delia C. Adams, share and share alike, the same to be theirs absolutely.”

By Item Fourth, in the event her daughter should not survive her, she gave, devised and bequeathed all property herein given, devised and bequeathed to her, to her granddaughter, Lynn Adams, the same to be hers absolutely.

On the 8th day of February, 1952, the surviving spouse and Executor, Andrew Reed, rejected the provisions of said will and elected to take under the statute of descent and distribution.

On February 13th, 1952, the said Andrew Reed, by his attorney, filed a petition to purchase, at the appraised value, the real estate involved in the estate. In said petition he alleged that he was the duly appointed, qualified and acting Executor of the Last Will and Testament of Florence B. Reed, and as such was a defendant; that he and defendant, Delia C. Adams, daughter of said decedent, were all the persons entitled to the next estate of inheritance from the decedent in said real estate under the will of said decedent and his election to take under the statute of descent and distribution; also that there was a mortgage in the approximate amount of $3,500.00 which was a lien upon the premises and payable to Jacob M. Harner, Trustee of Clarence M. Stewart.

[131]*131Subsequently on April 21st, 1952, said Andrew Reed, by his attorney, filed an amended petition setting forth that Florence B. Reed died seized of certain specifically described real estate in the Village of Donnelsville, Ohio; that said parcel of land, together with the mansion house or dwelling thereon, constituted the home of decedent and himself as plaintiff at the time of decedent’s death; that the real estate had been appraised under an order of the Court in the sum of $12,000.00 and said appraisement was approved by the Court within one month of the filing of the petition; that said real estate was not specifically devised; that plaintiff desired to acquire said property as provided by law; that as surviving spouse of decedent, prior to the filing of this amended petition, plaintiff had duly elected to take under the statute of descent and distribution and not under the terms of the will. Similar allegations were made as to his qualification as Executor of the Last Will and Testament of his wife and as a defendant in this action; also that he and Delia C. Adams, daughter of deceased, were all the persons entitled to the next estate of inheritance from the decedent in said real estate under the will of decedent and plaintiff’s election to take under the statute of descent and distribution; followed by an allegation as to the mortgage referred to above.

Plaintiff repeats the prayer of his petition that he be permitted to purchase said real estate at the appraised value thereof in accordance with the statute made and provided, and that the Court authorize and direct that a Commissioner be appointed by the Court to execute a proper deed conveying to him such real estate on such terms and conditions as the Court may direct under the law.

On May 2nd, 1952, counsel for the daughter, Delia C. Adams, filed a demurrer to the amended petition alleging that the allegations contained in the amended petition do not state a cause of action.

Briefs were submitted to the Court on August 12th and August 26th, 1952, by counsel for decedent’s daughter and for the surviving spouse and Executor, respectively.

In his brief supporting the demurrer counsel for decedent’s daughter emphasizes the fact that at the time of the execution of the will on July 1, 1950, §10509-89 GC was in full force and effect, and within the knowledge of testatrix; also that Item II, noted above, specifically disposed of the real estate located in the Village of Donnelsville, Ohio, and owned by decedent at the time of her death; that Item III of the will disposed of the balance of her estate “of whatever kind or nature and wheresoever the same may be situated,” clearly [132]*132evidencing her desire that any other real estate should be governed by said Item III. Counsel urges that by the usual rule of looking at the will of testatrix to determine her intention there can be no doubt that she specifically desired that the specific real estate located in the Village of Donnelsville, Ohio, should pass in the way set forth in said Item II and that she specifically devised same in a specific manner. He points out that to say that the legislators, in the enactment of the above mentioned statute, intended that real estate must be described by metes and bounds or by lot numbers to meet the requirement of the statute would be to read into the statute an intention completely at variance with the seemingly clear intention of the Legislature when the statute was adopted before testatrix drew her will. He also urges that when the Legislature used the word “specifically” in §10509-89 GC it meant “in a specific manner” and that means having a specific aim and object in view.

In summarizing his contention, counsel insists that the testatrix, with full knowledge of the statute, devised her completely identifiable real estate without any uncertainty in a certain manner to certain people, and the rest and residue of her estate in another way; that her surviving spouse elected to take under the law, rather than the will, thereby acquiring an undivided one-half interest in her real estate rather than a life estate in the whole and now seeks to avoid the limitation contained in §10509-89 GC by purchasing the remaining one-half of the real estate at the appraised value. He concludes with the plea that the demurrer be sustained.

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Cite This Page — Counsel Stack

Bluebook (online)
114 N.E.2d 314, 65 Ohio Law. Abs. 129, 1952 Ohio App. LEXIS 1381, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-reed-ohprobctclark-1952.