Jackson v. Shinnick

3 Ohio N.P. 211

This text of 3 Ohio N.P. 211 (Jackson v. Shinnick) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Franklin County, Civil Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jackson v. Shinnick, 3 Ohio N.P. 211 (Ohio Super. Ct. 1896).

Opinion

PUGH J.

This is the second item of George White’s will: “I give and devise unto my daughter, Margaret Jackson, and all my grand-children, all of my estate of every kind, share and share alike. If, at the time of my death, my daughter Margaret, or any of my grand-children now living, shall have deceased, then my estate shall go to the survivors, their heirs and assigns, share and share alike. ”

The first codicil to the will is of no importance in the solution of the case.

The material part of the second codicil is couched in this language: “It is my will that item 2nd of my will be and the same is hereby so changed” as to exclude my grand-daughter Emma Campbell, I having since said 17th day of February, 1886, conveyed to said Emma, certain real estate which I consider fully equal to her full proportion of my estate; I hereby revoke so much of item 2nd in my said will as would include said Emma, and I hereby give and devise to my daughter Margaret Jackson, and all my other grand-children, not including said Emma, all my estate of every kind, share and share alike,. * * * * With the change above made, I hereby approve and confirm all my will and codicil as my last will. ”

Bessie Elerick, one of the defendants, was the only child of Margaret E. Elerick, deceased, who was a grand-child of George White.

George White died August 17, 1892, while Margaret B. Elerick died January 14, 1892.

Edward F. Shannon, another defendant, was the only child of George F. Shannon, deceased, who was also a grand-child of George White, and died October 5, 1895, several months before White’s will was executed.

By Section 5971 of the Revised Statutes, it is provided : “When a devise of real or personal estate is made to any child or other-relative of the testator, if such child or other relative, shall have been dead at the time of the making of the will, or shall die thereafter, leaving issue surviving the testator, in either case, such issue shall take-the estate devised in the same manner as the devisee would have done, if he had survived the testator; * * * unless a. different disposition shall be made or required by will. ”

In Woolej vs. Paxson, it was resolved that this statute applies to a devise to a. class, as to children.

Glasses may be designated by the terms,, heirs, children, grand-children, brothers, sisters, nieces, and the like.

Two questions arise upon the will and second codicil, the facts recited, and the-statute quoted.

1. Does the second codicil abrogate the-provision of survivor contained in the original will?

Do the two great grand-children, Bessie Elerick and Edward F. Shannon, take the respective shares of their parents in White’s-estate?

If, before White died, either Margaret Jackson,or any of the grand-children,living at that time, that is, when the will was-made, had died, the whole estate would have devolved upon the survivors and their heirs. Since Margaret, a grand-child, had been dead several months before that, a strict grammatical construction of the language would vindicate the conclusion that Margaret Elerick was not included with the-other grand-children, “now” (then) “living.” This constructions turns upon the words of the will, “nowliviDg.” But the-obvious intention of the testator must prevail over the strict grammatical construction of his testamentary language. When he made his will, George White knew that Margaret Elerick was dead. He ordained that his estate, not part of it, not all except the share of Margaret Elerick, but all of it, should “go to the survivors, their heirs and assigns, share and share alike. ” Since they were to have all of it, how could the child of Margaret Elerick be entitled to a share? This provision in favor of the survivors constituted a “different disposition” as meant by Section 5971 of the Revised Statutes, which prevented Bessie Elerick from taking thereunder her mothers’ share.

Did the second codicil disannul the prevision as to survivorship? The words, “I hereby give and devise to my daughter Margaret Jackson, and to all my other grandchildren, not including said Emma, all my estate of every kind,share and share alike,” isolated from the context of the codicil, make it manifest that he intended to retract the disposition of the will to the survivors.

But the whole of the will and the whole of the codicil must be laid side by side, and construed together, and a meaning given to every word, if posible, in order to arrive at the purpose of the testator. Does conformity to this rule, logically, force one to a differ[213]*213ent conclusion? First in this codicil, the testator declared : “It is my will that item second of my will be, and the same is hereby, so changed as to exclude my granddaughter, Emma Campbell, as a legatee under my said will.” It is true as council in argument stated, that the draughtsman of the codicil did not perceive the distinction between the terms legatee and devisee, but his want of perception is of no practical moment.

Again, the testator declares: “I hereby revoke so much of item second in my said will as would include said Emma.” If the testator only designed to change the will so as to exclude Emma Campbell from a participation in the division of his estate; if he only revoked so much of it as would include her in that participation, how can it be concluded that he intended to revoke the disposition of the property to the survivors and their heirs and assigns? These two provisions of the codicil, insulated from the contents, make it obvious that he did not intend to revoke the disposition of the will in favor of the survivors.

But this conclusion rests upon the assumption that these declarations of a purpose to change and revoke the will, in one particular, imply that he did not intend to, and did not, in fact make any other change and revocation of the will.

In truth, however, this was not all the change of revocation ; for, Immediately following these two declarations, he said : “And I hereby give and devise to my daughter Margaret Jackson, and to all my other grand-children, not including said Emma, all of my estate of every kind, share and share alike. ” If he did not intend to revoke the disposition of the survivor, this testamentary declaration was superfluous, because he had previously, in the will, expressed the same purpose iust as clearly. Gould any other reason for that reiteration be conceived? I think a fair translation of this codicil might be expressed thus: “It is my will that item second of my will be, and the same is hereby so changed as to exclude my grand-daughter Emma Campbell, as a legatee and devisee under my said will; because I have, by deed, given her a full proportion of my estate, and I hereby revoke so much of said item second as would include Emma; and I also hereby give and devise to my daughter Margaret Jackson, and to all my other grand children, not including said Emma, all my estate of every kind, share and share alike. ’ ’

It is true that there is no expressed revocation of the disposition of the will in favor of the survivors; but a revocation necessarily inferred from the terms of a codicil is just as effective as a revocation clearly expressed in the codicil.

Collier vs. Collier, 3 Ohio St., 369.

It is also true that the functions of a codicil are to add to the will, “to enlarge or restrict or modify some of its provisions,” and that it does not, like a subsequent will. wholly supercede the previous will or wills. Id. 373.

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Bluebook (online)
3 Ohio N.P. 211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-shinnick-ohctcomplfrankl-1896.