In re Evans v. Evans-Sanford

2020 Ohio 5315
CourtOhio Court of Appeals
DecidedOctober 29, 2020
Docket20CA3901
StatusPublished
Cited by1 cases

This text of 2020 Ohio 5315 (In re Evans v. Evans-Sanford) 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 Evans v. Evans-Sanford, 2020 Ohio 5315 (Ohio Ct. App. 2020).

Opinion

[Cite as In re Evans v. Evans-Sanford, 2020-Ohio-5315.]

IN THE COURT OF APPEALS OF OHIO FOURTH APPELLATE DISTRICT SCIOTO COUNTY

In the Matter of: :

William Evans, Jr. : Case No. 20CA3901

Plaintiff-Appellant, :

v. : DECISION AND JUDGMENT ENTRY Margaret Kathryn Evans-Sanford :

Defendant-Appellee. : RELEASED 10/29/2020

APPEARANCES:

William H. Evans, Jr., Youngstown, Ohio, pro se appellant.

Bruce W. MacDonald, Greenup, Kentucky, for appellee.

Hess, J. {¶1} Appellant William Evans, Jr. appeals the probate court judgment dismissing

with prejudice his action against his mother, Margaret Evans-Sanford, in which he

contested his father’s will. In his complaint filed November 2017, Evans alleged that his

father died in 1995 and an application to probate the will was made in March 1996. Evans

alleged that he did not learn of the will or the 1996 probate proceedings until November

2016. He attached a copy of the will and a multitude of filings related to the probate

proceedings to his complaint. The probate court dismissed Evans’s action pursuant to

Civ.R. 12(C) and 12(B)(6), finding no theory under which it could grant Evans judgment.

The probate court also found Evans’s action barred by the applicable statute of limitations

governing the contest of a will. Scioto App. No. 20CA3901 2

{¶2} Evans raises three assignments of error. He contends that the trial court

erred in interpreting the will “in a manner counter to the obvious intents of the testator.”

He contends that his father’s intentions were to leave certain real estate, plus $10,000.00

to him and the probate court erred when it found that his father, William Evans, intended

to leave his entire estate, after the payment of debts, to his wife, Margaret Kathryn Evans

(NKA. Evans-Sanford). We find that the will is unambiguous. It directs that all lawful debts

be paid and the reminder of William Evans’s estate be given to his beloved wife, Margaret

Kathryn Evans. The other legatees and devisees in the will would inherit only in the event

Margaret Evans should predecease William Evans. As Margaret Evans-Sanford is alive,

the condition that would allow William Evans, Jr. to inherit land or money was never

triggered. William Evans, Jr. is entitled to receive nothing under the will. We overrule his

first assignment of error.

{¶3} Evans also contends that the 1996 probate proceedings established that he

is the sole heir to certain real estate, plus $10,000. However, we find nothing in the record

to support Evans’s contention. The probate forms Evans references for support were filed

by the executor and did not have the same legal weight as a probate court order. We

overrule his second assignment of error.

{¶4} Last Evans contends that the probate court erred in granting a motion for

judgment on the pleadings because there are material facts in dispute. However,

because the trial court correctly determined that Evans’s action was barred by the statute

of limitations, the existence of disputed material facts, if any, is irrelevant. We overrule

Evans’s third assignment of error and affirm the judgment of the probate court. Scioto App. No. 20CA3901 3

I. FACTS & PROCEDURAL HISTORY {¶5} William Evans, Jr. filed an action in November 2017 in the Scioto County,

Ohio Court of Common Pleas, Probate Division in which he contested the will of his father

William Evans. Evans sued his mother, Margaret Evans-Sanford, who is William Evans’s

surviving spouse and was the executor of the will. In his complaint, Evans alleged that his

father died in 1995 and probate proceedings concerning his father’s will occurred in March

1996. Evans contends that he did not learn of the existence of the will or the probate

proceedings until November 2016. Evans alleged that, according to his father’s will, he

was entitled to receive certain real estate, plus $10,000.00. He also contends that his

mother fraudulently deprived him of his inheritance because she knowingly and

intentionally concealed the will and the probate proceedings from him. Evans attached a

copy of a “Waiver of Notice of Probate of Will” that bears his signature and the date

“2/22/96” but he alleged that this signature is a forgery. He sought: (1) a declaratory

judgment that he was entitled to certain property, plus $10,000.00 under the will; (2) an

injunction to compel compliance with the will; (3) compensatory and punitive damages in

excess of $25,000.00; and (4) that he be served with any certificates or waivers that were

filed in the 1996 probate proceedings.

{¶6} Evans attached his father’s will and a number of documents from the 1996

probate proceedings to the complaint. The will named Margaret Kathryn Evans as the

executor and provided in relevant part:

I, William H. Evans, * * * being of full age and of sound mind and memory, do make, publish and declare this to be my last Will and Testament, hereby revoking all wills and codicils by me heretofore made.

ITEM I. I direct that my funeral expenses, all lawful debts, charges and allowances payable by law be paid as soon as practicable after the time of my decease. Scioto App. No. 20CA3901 4

ITEM II. All the rest, residue and remainder of my estate, including property both real and personal, of every kind and description, wheresoever situate, I give, devise and bequeath to my beloved wife, MARGARET KATHRYN EVANS, absolutely and in fee simple.

The will also contained provisions in the event Margaret Kathryn Evans predeceased him

or died within 30 days following his death, that certain real estate, plus $10,000 would go

to his son William Evans, Jr., $10,000 to his daughter-in-law, and the reminder of his

estate to his two grandsons, equally. It is undisputed that Margaret Kathryn Evans did not

predecease her husband and that she survived him by more than 30 days.

{¶7} Evans also alleged that he is incarcerated in prison with a sentence of 15

years to life. See State v. Evans, 4th Dist. Scioto No. 05CA3002, 2006-Ohio-2564. Evans

attached a document to his complaint in which he stated that he filed a previous action

against his mother and his ex-wife in 2013. See Evans v. Evans, 4th Dist. Scioto No.

14CA3647, 2015-Ohio-378. In his 2013 action, which he brought in the General Division

of the Court of Common Pleas, Scioto County, he made allegations concerning his

father’s will, which the trial court dismissed. We affirmed the trial court’s dismissal of his

complaint and, concerning his allegations about his father’s will, we determined:

Evans also fails to state any viable claim concerning his father’s will. He alleges that his father died in 1995, but he makes no allegations that any wrongful acts concerning his father’s will occurred prior to his death, at the time of his father’s death, or during the six or seven years following it. He states that he does not know if any changes to his parents’ wills occurred, but he assumes that there may have been some illegal changes. His assumption is based on his understanding that, at some point in either 2001 or 2002, his mother made “a subtle and brief mention” that he was “cancelled” out of the will of his father and mother. Complaint ¶9. Even if we accept the allegations of his complaint as being true, we cannot construe any possible civil claim for relief. And we also agree with the trial court that to the extent any possible claim concerning his father’s will exists, jurisdiction over it lies with a probate court.

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Related

Evans v. Ohio Atty. Gen.
2021 Ohio 1146 (Ohio Court of Appeals, 2021)

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2020 Ohio 5315, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-evans-v-evans-sanford-ohioctapp-2020.