Jones v. Jones

192 N.E. 811, 48 Ohio App. 138, 15 Ohio Law. Abs. 39, 1 Ohio Op. 111, 1933 Ohio App. LEXIS 406
CourtOhio Court of Appeals
DecidedJune 26, 1933
DocketNo 2266
StatusPublished
Cited by2 cases

This text of 192 N.E. 811 (Jones v. Jones) 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
Jones v. Jones, 192 N.E. 811, 48 Ohio App. 138, 15 Ohio Law. Abs. 39, 1 Ohio Op. 111, 1933 Ohio App. LEXIS 406 (Ohio Ct. App. 1933).

Opinion

OPINION

By BARNES. J.

It is the claim of plaintiff Clarence M. Jones that Laura E. Hanna (nee Jones) held a defeasible fee in the premises, subject to be divested on condition that she die without issue, and that having died without issue the fee now vests by executory devise to the plaintiff Clarence M. Jones and Ellis O. Jones II, share and share alike.

Defendants contend that the said Laura E. Hanna (nee Jones) held a fee simple title to the premises at the time of her death, and having devised such premises to the defendants, the plaintiff has no interest therein.

The case is submitted on an agreed statement of facts which contains, among other things, a copy of the will of Ellis O. Jones 1. The agreed statement of facts, including the will, is so familiar to counsel that it will not be necessary to quote in full from cither, but we will content ourselves with general references to such parts as are germane and such quotations as may be necessary to render our conclusions understandable.

The determination of the question necessarily involves a construction of Item 20 of the will of Ellis O. Jones I, which reads as follows:

*41 “Twentieth: Should either of my said sons Clarence or Ellis Oliver, or my daughter, die without issue, the share of the one dying shall go to the others, share and share alike, or their heirs.”

It is admitted in the agreed statement of facts that the language, “or my daughter” referred to Laura E. Hanna (nee Jones), the only surviving daughter of the testator Ellis O. Jones I.

This language standing alone would unquestionably give to the three children a determinable fee subject to be divested by the death of either at any time without issue.

This announcement is very clearly set forth in the case of Briggs v Hopkins, Exr., et, 103 Oh St, 321, the syllabus reading as follows:

“Where there is a devise or bequest to one coupled with the provision that if he die without issue such property shall go to another, the words ‘die without issue’ are to be interpreted as referring to Hie time of the death of the first taker, unless a contrary intention and purpose of the testator is clearly manifested.”

A long list of cases is cited in the opinion, starting with Parish’s Heirs v Ferris, 6 Oh St, 563, and show this rule to be thoroughly established.

The last announcement of the rule is the very recent case of The Ohio National Bank v Harris et, 126 Oh St, 360.

It will be noted that the rule is qualified by this language, “unless a contrary intention and purpose of the testator is clearly manifested.”

This necessarily requires an examination of the entire will to ascertain, if possible, the purpose and intent of the testator.

This leads us at once to the dispositive provisions of the will in favor of the three children named, being Items 6, 8, 9, 21 and 22, quoted in full:

“Sixth: I give and bequeath to my son, Clarence M. Jones, the sum of Thirty Thousand ($30,000.00) dollars, the same to be paid to him within two years from the date of my death, without interest.”
“Eighth: I give, devise and bequeath to my son, Ellis Oliver Jones, when he shall arrive at the age of twenty four years (24) the sum of ten thousand ($10,000.00) dollars, and when he arrives at the age cf twenty six (26) years, the sum of ten thousand ($10,000.) additional. And it is my will, and I so direct, that from the date of his majority, provided, however. I die before he reaches his majority, until the said two sums are paid to him respectively, he is to be paid the interest accruing from the said sums; and if I survive the date of his majority, then from the date of my death.
“Ninth: I give, devise and bequeath to my daughter, Laura E. Jones, and to her heirs when she shall arrive at the age of twenty two (22) years; my two brick store buildings, known as 229 and 231 North High Street, Columbus, Ohio, the same being a perpetual leasehold, and which I value at the sum of sixty thousand ($60,000) dollars. I also give, devise and bequeath to my said daughter the sum of ten thousand ($10,000) dollars in cash, the same to be paid to her when she shall reach the age of twenty two (22) years, to be invested by her in improved real estate for her sole use and benefit forever.
“Twenty-first: It is my will and I so direct that when my daughter Laura arrives at the age of twenty two (22) years, ■being' the year, 1898, and provided it is not less than one year after my death, a distribution, shall be made of my estate, except as to my said son Raymond and my mother; first, by setting aside the sum of sixty thousand ($60,000.00) dollars in good interest paying securities, or good improved real estate, whichever my wife may prefer, the income of which to be hers for her sole use and benefit during her natural life, and to be controlled or managed by her or by her direction; this said sum of sixty thousand ($60,000) dollars to be in addition to that given her in previous sections of this will. And at the death of my wife, it is my will and I so direct, that what remains of said money and property so given her as aforesaid herein, shall be divided between my children, Clarence M. Jones, Ellis Oliver Jones and Laura E. Jones, and their heirs forever, share and share alike. ■
“Twenty-second: It is my will and I so direct that all the residue of my estate after paying the legacies and bequests heretofore made, be divided among my three children, Clarence M. Jones, Ellis Oliver Jones and Laura E. Jones, so that the share of each of my said three children in my estate shall be equal, except in this, that it is my intention that my son Clarence M. Jones shall have the sum of ten thousand ($10,000) dollars more than my son Ellis Oliver, in consideration of his services to me during my lifetime, and that my daughter, Laura, shall also receive the sum of ten thousand ($10,000) dollars more than my said son Ellis Oliver,”

*42 At this point it is proper to have in mind that so far as this case is concerned the real estate under Item 9, and Laura’s interest in the residuum under Item 22 are the only properties involved in this action. The $10,000.00 cash referred to in Item 9 is not involved. The $60,000.00 worth of property referred to in Item 21 was divided after the death of the widow of Ellis O. Jones I, and no part of the premises therein referred to is involved in this action. At this time it might be proper to note that following the death of the widow of Ellis O, Jones I, the three children and devisees of the remainder had litigation in which the same question was under consideration as in the instant case. In that case Clarence M. Jones, the plaintiff in this case, and Ellis Oliver Jones, the defendant in this case, took directly opposite positions to that which they are now urging. The trial court in that case held to the view that the language used in Item 20 under the manifest intention and purpose of the testator referred to the death of the children named before his death. The case was carried to the Court of Appeals and before decision, a settlement agreement was entered into and the case dismissed.

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Bluebook (online)
192 N.E. 811, 48 Ohio App. 138, 15 Ohio Law. Abs. 39, 1 Ohio Op. 111, 1933 Ohio App. LEXIS 406, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-jones-ohioctapp-1933.