In Re Estate of Shafer

65 N.E.2d 902, 77 Ohio App. 105, 32 Ohio Op. 380, 1944 Ohio App. LEXIS 440
CourtOhio Court of Appeals
DecidedFebruary 21, 1944
Docket461
StatusPublished
Cited by7 cases

This text of 65 N.E.2d 902 (In Re Estate of Shafer) 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 Shafer, 65 N.E.2d 902, 77 Ohio App. 105, 32 Ohio Op. 380, 1944 Ohio App. LEXIS 440 (Ohio Ct. App. 1944).

Opinion

Guernsey, P. J.

This is an appeal on questions of law and fact from a judgment of the Probate Court of Hancock county, overruling exceptions of Mary Alice' Shafer to the inventory of the estate of Alvin Ross Shafer, deceased, filed by Aubrey R. Moul, administrator with the will annexed, and adjudging that Trudie L. Shafer is entitled to the exempt property set off to her in schedule A-l and to the year’s allowance set off to her in schedule P in the inventory and appraisement.

In her exceptions to thé inventory, Mary Alice Shafer, who is the sole legatee and devisee under the last will and testament of Alvin Ross Shafer, pleads the terms of a separation agreement made and entered into by and between the decedent Alvin Ross Shafer and Trudie L. Shafer, his wife and surviving spouse, under date of J une 16, 1943, as barring Trudie L. Shafer from any rights in the property set off to her as exempt in schedule A-l and to the year’s allowance set off to her in schedule P, as the surviving spouse of Alvin Ross Shafer.

To these exceptions, Trudie L. Shafer filed a reply in which she pleads that she is the only true and lawful surviving spouse of Alvin Ross Shafer, deceased, and that the separation agreement dated September 13, 1941, which the exceptor cites as a bar, is and was null and void and ineffective as against her for the following reasons:

“That said separation agreement itself recites and shows that no actual consideration was paid to Trudie *107 L. Shafer other than one-half of the money and property already legally due her independently of the agreement. There was absolutely no consideration to support the release provisions of the agreement, quoted in full by the exceptor. That said agreement was a fraud upon Trudie L. Shafer, as she received absolutely nothiiig for the alleged release provisions and' was obtained by Alvin Ross Shafer taking his wife to his own counsel and without having any legal counsel of her own to explain the highly technical nature of the instrument itself.

“That after signing the instrument, Trudie L. Shafer and Alvin Ross Shafer became reconciled and lived together and specifically agreed between themselves that the separation agreement be abrogated and have no legal effect whatsoever.”

The prayer in this reply is that the court dismiss the exceptions filed to the allowance set forth in the inventory ; for an order setting aside the alleged separation agreement; and for such other and further relief as may be proper.

To this reply, the exceptor, Mary Alice Shafer, filed a pleading which she designated “answer and reply of Mary Alice Shafer” and which amounts to a general denial of the allegations thereof.

Neither the exceptions filed by Mary Alice Shafer nor the pleading designated “answer and reply of Mary Alice Shafer” contains any averments which show the contract of separation to have been fair, reasonable and just to Trudie L. Shafer under the then existing circumstances.

Under the provisions of Section 6, Article IV’of the Constitution of Ohio the only appellate jurisdiction conferred on the Court of Appeals is in the trial of chancery cases, that is, a retrial of the facts in such cases.

As the jurisdiction of the Court of Appeals is pre *108 scribed by the Constitution it cannot be enlarged-or diminished by statute.

The question therefore arises as to whether this case is a chancery case, within the purview of such constitutional provision, and retriable upon the facts.

By the provisions of Section 8, Article IY of the Constitution of Ohio, jurisdiction in probate and testamentary matters and in the settlement of accounts of executors and administrators is conferred upon the Probate Court. By virtue of the constitutional provisions conferring such jurisdiction, the Probate Court has plenary power fully to dispose of any of those matters properly before the court, and such power comprehends the power to adopt and apply such remedies, legal or equitable, as may be suitable for such purpose. Insofar as these matters are concerned, Section 10501-53, General Code, prescribing that the Probate Court shall have plenary power at law and in equity fully to dispose of any matter properly before the court, unless the power is otherwise limited or denied by statute, adds nothing to the jurisdiction of the court.

However, the procedure of the court in the exercise of its jurisdiction may be prescribed by statute, and is so prescribed in matters of exceptions to accounts and inventories.

The jurisdiction conferred on the Probate Court by the Constitution comprehends jurisdiction of all matters which were the subject of adjudication in the instant case, and although the attack on the validity of the separation agreement, made by Trudie L. Shafer in her reply to the exceptions of Mary Alice Shafer to the inventory, invoked a remedy which ordinarily may be invoked only in chancery cases, such remedy was incidental to the exercise by the Probate Court of the jur *109 isdiction conferred on it by the Constitution, and did not change the character of the case from a probate and testamentary matter, and an accounting by an executor or administrator, into a chancery case. See In re Estate of Gurnea, 111 Ohio St., 715, 146 N. E., 308; Squire, Supt. of Banks, v. Bates, 132 Ohio St., 161, 5 N. E. (2d), 690.

The court, therefore, sua sponte determines that'the case is not a chancery case; that, therefore, it does not have jurisdiction of the appeal as an appeal upon questions of law and fact; and that the appeal stands as an appeal upon questions of law only and will be so considered, a bill of exceptions, assignments of error and briefs of the parties having been heretofore filed herein perfecting the appeal as an appeal upon ■questions of law.

As disclosed by the bill of exceptions, the following facts are in evidence in this case:

Trudie L. Shafer was married to Alvin Ross Shafer, the decedent, on September 10, 1940, following his divorce on such date from Mary Alice Shafer.

After her marriage she expended $2,976.46 in improvements to the real estate occupied by herself and husband, the title to which was in the name of Alvin Ross Shafer.

Under date of October 26, 1940, Alvin Ross Shafer executed and delivered to her a deed conveying to her an undivided one-half interest in such premises.

The premises mentioned are the'premises referred to in the separation agreement.

Under date of September 13, 1941, Trudie L. Shafer and Alvin Ross Shafer entered into a separation agreement in writing, which is in the words and figures following :

“These articles of separation, made and concluded *110 at Findlay, Ohio, this 15th day of September, 1941, by and between A. R. Shafer and Trudie L. Shafer, husband and wife, witnessetfi:

“That whereas, the parties have agreed upon an immediate separation, and

“Whereas, the said A. R. Shafer has this day paid to the said Trudie L.

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Bluebook (online)
65 N.E.2d 902, 77 Ohio App. 105, 32 Ohio Op. 380, 1944 Ohio App. LEXIS 440, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-shafer-ohioctapp-1944.