In Re Estate of Schulz

136 N.E.2d 730, 102 Ohio App. 486, 3 Ohio Op. 2d 41, 1956 Ohio App. LEXIS 668
CourtOhio Court of Appeals
DecidedAugust 3, 1956
Docket23824
StatusPublished
Cited by1 cases

This text of 136 N.E.2d 730 (In Re Estate of Schulz) 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 Schulz, 136 N.E.2d 730, 102 Ohio App. 486, 3 Ohio Op. 2d 41, 1956 Ohio App. LEXIS 668 (Ohio Ct. App. 1956).

Opinion

Hunsicker, J.

On July 29, 1955, an instrument in writing, dated October 26, 1950, was presented to the Probate Court of Cuyahoga County, Ohio, as the last will and testament of Emelie M. Schulz, deceased. Thereafter, several hearings were had relative to the probate of such will. On January 27, 1956, the trial court entered “the final order denying admission” of the instrument to probate. It is from the order so made that an appeal on questions of law is before this court.

The proponents of the will allege:

“1. Error in entering an interlocutory order denying the will of Emelie Schulz admission to probate, and error in making said interlocutory order final.
“2. Error in the admission and exclusion of evidence.” The instrument presented to the court for probate was a printed form, on which was typewritten the claimed will of the decedent. The attestation clause was in due and regular form and signed by two witnesses. The first witness signed “Mrs. *487 LeRoy Ritchie,” and above the name “LeRoy” was written “Rusha,” the given name of the witness. The second witness signed “Helen A. Lucal.” This latter witness was the wife of the ,attorney, now deceased, who prepared the instrument and who, accompanied by his wife, took it to the home of the decedent, who then lived in Brunswick, Medina County, Ohio. The instrument was signed by the witnesses in the home of the decedent. The signature at the end of the purported will is that of the decedent.

There were several hearings on the matter of probate, and each witness testified fully at two of them, their testimony in each instance being substantially as follows:

Mrs. Ritchie says she was called by a Mrs. Winter to the home of decedent to be a witness to a paper “so that if Millie [the decedent] got sick she [Mrs. Winter] could pay bills.” This witness said she did not know what she was signing; she was not told it was a will; and she did not see either the decedent or Mrs. Lucal, the other attesting witness, sign the instrument. Mrs. Ritchie admitted the signature is her handwriting, but she is vague as to why she signed “Rusha” above “LeRoy.” She remembers that the decedent was in an archway near her, and that there was a man present, but she was not introduced to him.

Mrs. Lucal, the other subscribing witness, said that, although she could not remember the occasion of the execution of this will, the signature is her handwriting. She said she “knew the purpose for which” she signed as a witness. She further testified, in response to interrogation by counsel, as follows:

“* * * Do you recall when you signed this whether or not you saw Mrs. Schulz sign? A. Miss Schulz you mean?
“Q. Yes, Miss Schulz. A. I can’t swear to it, but from having done that sort of thing for my husband before, I don’t think I would put my signature on it if I hadn’t seen her do it.
“Q. In other words, you knew the purpose for which you were signing? A. Yes.
“Q. And was Mrs. Ritchie there? A. I can’t remember. I presume she was, knowing the practice that followed. I mean, I had been a witness on a number of occasions, because my husband was an attorney, and it was just convenient to have me *488 be a witness, and I know that the procedure was to see everybody else signing; but as far as remembering exactly this particular occasion I can’t swear to it.
“Q. But you had done this on many occasions in the past? A. Several occasions; yes.”

Counsel for the proponents sought to ask the subscribing witnesses to this instrument whether Miss Schulz, the decedent, was, at the date of the instrument, “of sound mind and memory and not under restraint.” The answer to this question propounded to Mrs. Ritchie was not, upon objection, permitted to be given. This refusal on the part of the trial court is assigned as error by the proponents of the will, although Mrs. Lucal was asked this question, and she answered that Miss Schulz was then of full mind and memory and not under any restraint.

Under the circumstances herein, it was not prejudicial error to refuse to permit Mrs. Ritchie to testify on the same subject. It was otherwise shown that Miss Schulz was of full age.

At the beginning of consideration herein, we must note that this is not an action to contest a will, but an appeal from an order refusing to probate an instrument claimed to be the last will and testament of Emelie Schulz, deceased.

Section 2107.18, Revised Code (former Section 10504-22, General Code), provides:

“The Probate Court shall admit a will to probate if it appears that such will was attested and executed according to the law in force at the time of execution in the state where executed, or according to the law in force in this state at the time of death, or according to the law in force in the state where the testator was domiciled at the time of his death, and if it appears that the testator at the time of executing such will was of full age, of sound mind and memory, and not under restraint.” See, also, Section 2107.181, Revised Code.

There were thus certain matters for the proponents to establish in this case: (1) Was the will attested and executed according to the law in force in this state at the time of the death of Emelie Schulz? and (2) Was the testatrix, at the time of executing such will, of full age, of sound mind and memory, and not under restraint?

Certain questions arise with respect to the quantum and *489 quality of proof necessary to have a will admitted to probate, such as: Must the proof be by a preponderance of the evidence, or is it necessary only to show a prima facie case? Does it require the testimony of both subscribing witnesses to make a prima facie case, so that a proponent is at the mercy of the willful acts of a subscribing witness or is subject to the faulty memory of one or both witnesses to the purported will? Is there any value to be attached to the attestation clause, which in this case was printed in due form as an integral part of the instrument presented herein? Is there a greater degree of proof necessary when both subscribing witnesses are alive than when one or both of such witnesses are dead, mentally incompetent, or “gone to parts unknown”? See Section 2107.16, Revised Code (Section 10504-20, General Code).

In the case of In re Will of Elvin, 146 Ohio St., 448, 66 N. E. (2d), 629, the court laid down the following rules with respect to the subject herein:

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Bluebook (online)
136 N.E.2d 730, 102 Ohio App. 486, 3 Ohio Op. 2d 41, 1956 Ohio App. LEXIS 668, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-schulz-ohioctapp-1956.