In re Estate of Wilson

14 Ohio N.P. (n.s.) 443, 31 Ohio Dec. 663, 1913 Ohio Misc. LEXIS 132
CourtColumbiana County Probate Court
DecidedJune 27, 1913
StatusPublished

This text of 14 Ohio N.P. (n.s.) 443 (In re Estate of Wilson) is published on Counsel Stack Legal Research, covering Columbiana 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 Wilson, 14 Ohio N.P. (n.s.) 443, 31 Ohio Dec. 663, 1913 Ohio Misc. LEXIS 132 (Ohio Super. Ct. 1913).

Opinion

Farr, J.

Aaron IT. Wilson, late of this county, died testate on or about the 13th day of November, A. D. 1911, and his last will and testament was thereafter duly admitted to probate in this court. By the terms of said will his executor was not required to give bond for the discharge of his duties relating to said trust, and letters testamentary were granted to Wilson IT. Rukenbrod in accordance therewith.

Ira B. Wilson, a grandson and an heir at law of the decedent, filed a motion on the 19th day of May, A. D. 1913, to require bond of said executor. Said motion recites that the said Ira B. Wilson is the only surviving child and heir at' law of TIomer H. Wilson, deceased, who was the one of the only two children of said decedent, and whose death occurred before that of decedent; that Wilson IT. Rukenbrod, son of Elizabeth Rukenbrod, the only other heir at law of decedent, Aaron IT. Wilson, is the sole beneficiary by deed and by said last will of all the estate and property of testator; that actions are now pending in the [445]*445court of common pleas of this county to set aside said deed and will; that said executor is wasting the said estate, and is appropriating the same to his own use as against the rights of said Ira B. Wilson and is, in various manners, converting said assets to his own use and pleasure.

Said motion is sworn to in due form of law by said Ira B. Wilson. This cause was heard upon said motion and no evidence was offered by either party. Section 10607, General Code, provides as follows:

“Section 10607. When two or more persons are appointed executors, none shall intermeddle or act as such but those who give bond as before prescribed; except that when, by the terms of a last will, the testator expresses a wish that his executor may execute it without giving bond, the court admitting it to probate, at its discretion may grant letters testamentary, with or without bond; and when granted without bond, at any later period, upon the application of a party interested, may require bond to be given, and on default in giving it the executor may be removed. ’ ’

It is clear from the foregoing that when bond is excused the court at its discretion may grant letters with or without bond and when .granted without bond, at any later period, upon the application of a party interested, may reqnire bond to be given. Who, therefore, is a “party interested”? As defined by Webster’s New International Dictionary, it is one who has a “share or concern in some project o.r affair.” One who is “involved,” as “financially interested,” or who is “concerned in a cause or its consequences, liable to be affected or prejudiced, concerned, for one’s own advantage.” It is likewise defined in 16 Ency. of L. (2d Ed.), page 1102, as follows: “Concern * * * any right in the nature of property but less than title. ’ ’

Even a creditor may move to require bond (Smith v. Phillips, 54 Ala., 8), and the proponent of a will who is executrix and legatee under an alleged later will than that admitted to probate (Woerner’s Am. Law of Administration, Section 543, page 572; Cunningham v. Sousa, 1 Redf, 462). The case last cited is quite similar in principle with the case at bar. In the light of the foregoing it must be conceded that Ira B. Wilson, one [446]*446of the two only heirs at law of the decedent, who now has actions pending in the court of common pleas of this county, in which he, as plaintiff, seeks to set aside the deed and last will of his said grandfather, who by said instruments conveyed away from him all right and interest in said estate, is such “party interested” as to permit him to move to require bond. However, said motion is sworn to, and it is held in the American Law of Administration, by Woerner, Section 543, page 572, that:

‘ ‘ In such ease any person who has an interest in the estate may interpose to move for'an order requiring security. And when the interest is averred positively and under oath, it can not be questioned on the trial of an application for security.” Merchants Will, Tuck, 17; Smith v. Phillips, 54 Ala., 8; Cottrell v. Brock, 1 Bradf., 148.

It is so averred in the case at bar, and aside from the facts conceded, which clearly show Ira B. Wilson to be “an interested party,” as defined by the authorities above cited, it would seem that the interest can not be questioned when averred positively under oath.

Ira B. Wilson being a “party interested,” should bond be required at his request"? Section 10607, General Code, provides that the court “upon the application of a party interested may require bond to be given.” Rockel, Section 83a, Giauque Settlement Dec. Estates, p. 308, Whittaker’s Prob. Code, Section 5996, p. 489.

In 18 Cyc., 130, it is stated: “Bond should be required, if the court deems it necessary or prudent or some person interested in the estate demands it.”

It should be observed here that the statutes of most of the states are very similar in regard to bonds of administration and the foregoing test is applicable in the case at bar; therefore if the court deems it necessary or even prudent, careful or judicious, or if some one interested in the estate demands it, bond should be required.

It was likewise held in case of Gibson, Excr., v. Fishbaok et al. 60 S. W., 396, as follows:

[447]*447‘ ‘ 1. Kentucky Statutes, Section 3887, vests a sound discretion in the court to determine whether or not it is proper that an executor shall give bond, though the will directs that bond shall not be required; and this discretion'is not limited to cases of insolvency, or of fraud, or bad faith, but includes all circumstances showing it to be proper that a bond should be required. ’ ’

The Kentucky statute, Section 3887, which the foregoing case construes, is obviously very similar to Section 10607, General Code, of this state, since it rests the question in the sound discretion of the court and therefore the court need go no farther than to determine whether it would be “prudent” or “proper” for the executor to give bond. Evidence of bad faith not necessary under statute to authorize the court to require bond (Grisby v. Cocke’s Excr., 85 Ky., 314; 3 S. W., 418; 13 Ky. Law Rep., 143). Mr. Rockel, a recognized authority on probate practice in this state, at Section 85 observes as follows:

“I think, however, it may be stated that it is a general rule among probate judges that where any party in interest demands that the bond be given that it will then be required, otherwise the directions- of the testator will be followed.”

The foregoing is well in keeping with reason and every principle of right. Why should one who is entrusted with the administration of an estate hesitate to give bond for his faithful stewardship, even though excused by the one by whom he is chosen? The very fact that he is excused charges him with the exercise of the utmost good faith, which, when challenged by any party interested, should elicit his immediate and cheerful response in the way of every reasonable assurance of absolutely fair dealing in the discharge of his duties relating to the trust.

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Related

Cotterell v. Brock
1 Bradf. 148 (New York Surrogate's Court, 1850)
Smith v. Phillips
54 Ala. 8 (Supreme Court of Alabama, 1875)
Grigsby's Guardian v. Cocke's Ex'r
3 S.W. 418 (Court of Appeals of Kentucky, 1887)

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Bluebook (online)
14 Ohio N.P. (n.s.) 443, 31 Ohio Dec. 663, 1913 Ohio Misc. LEXIS 132, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-wilson-ohprobctcolumbi-1913.