Kelley v. Talifer

31 Ohio Law. Abs. 602, 1940 Ohio App. LEXIS 1223
CourtOhio Court of Appeals
DecidedApril 8, 1940
DocketNo. 117
StatusPublished
Cited by2 cases

This text of 31 Ohio Law. Abs. 602 (Kelley v. Talifer) 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
Kelley v. Talifer, 31 Ohio Law. Abs. 602, 1940 Ohio App. LEXIS 1223 (Ohio Ct. App. 1940).

Opinion

OPINION

By GEIGER, J.

This matter is before this court upon an appeal from the order and judgment of the Court of Common Pleas of Shelby County.

The petition recites, so far as the matters relate to the question at issue, that the plaintiff-executor is in doubt as to the meaning and effect of the provisions of the will, especially the residuary clause. The will contains the clause:

[603]*603“Any and all other property of which I may die seized is to be divided equally among my surviving children.”

It is asserted that the question arises as to whether, under this clause, the property is to be divided equally among the children of the testator who survived him or whether in said distribution the heirs at law of a child of the testator who died after the execution ,pf the will and before the death c-f testator, should participate in said division, and whether the heirs at law of two chldren who died prior to the execution of the will and prior to the death of the testator, should participate.

Five individuals are named as the children of the decedent; one of the defendants is the only child of John Glynn, a son of the testator, who died on the second day of April, 1937. after the execution of the will and before the death of the testator; the other named defendants are the only children and heirs at law of a daughter of Martin J. Glynn who died on the 22nd day of September, 1911, prior to the execution of the will and of the death of the testator; six other defendants named are the only children of Ellen Glynn McGreevy, a daughter of the testator who died on the 12th of October, 1919, prior to the execution of the will and prior to the death of the testator.

The last will is attached and need not be detailed at length. It recites that Martin Leonard Glynn, ninety-two years of age, made the will; that by the third item he bequeathed to his son, John, $1000.00; to his daughter, Mary Glynn Talifer, $1000.00; to his two grandchildren, children of his daughter, Margaret, deceased, the sum of $500.00 each; to his daughter, Sarah Sanzenbacher, the sum of $1000.00; to seven grandchildren, the children of Ellen Glynn McGreevy, the sum of $200.00 each; to his daughter, Emma Glynn Kelley, the sum of $1000.00; to his son Arthur Glynn, the sum of $200.00 less $100.00, which goes to tae testator; to his son. Albert Glynn, certain real estate in fee simple. I-Ie further devised to his son Albert, certain real estate upon certain named conditions as to payment to his four other children of a total sum of $833.33 to be divided among the last four named children, the said sum to be in addition to the bequests formerly mentioned. At the end of the long paragraph making up the third- item of the will with the bequests above enumerated, he provides:

“Any and all other property of which I may die seized, is to be divided equally among my surviving children.”

Seven defendants, Irma DeBrosse and six others, file a joint answer making formal admissions and alleging that the intent and meaning of the testator was that the residue of said estate be divided equally among the children of the testator or their legal representatives and that those children which predeceased the testator, or their legal representatives, whether they died prior to the making of the will or thereafter, are each entitled to the share which the child would have taken had he survived the testator. These answering defendants admit that Mary Glynn Talifer and four others are children of the decedent surviving him; that Lester J. Glynn is the only heir of John Glynn, a son of the testator, who died after the execution of the will but before the death of the testator. They admit that Martin Leonard and Blanche Shappie are the children of Margaret Glynn Leonard, a daughter of the testator who died on the 22nd of September, 1911, prior to the execution of the will and the death of the testator; they admit that Irma DeBrosse and four others are the only children of Ellen Glynn McGreevy, a daughter of the testator who died on the 12th of October, 1919, prior to the execution of the will and the death of the testator. These answering defendants pray that the court proceed to construe the will, etc.

A joint answer is filed by Sarah Sanzenbacher and three others (four of the five surviving children), in which they make certain formal admissions and in which it is alleged that at the time of the execution of the will, de[604]*604cedent made a specific devise to each of his heirs living at that time and then bequeathed the residue of his estate to his "surviving children” and that his only “surviving children” at the time of his death were the four then answering and that the true intent of the testator was to give specific property to each of his children and grandchildren living at the time of the execution of the will with the residue to such of his “children” as survive him at the time of his death and that there were but five persons coming within the class of surviving children that are entitled to share in the residue at the time of the death of the testator. They admit that John Glynn, a son, died on the 2nd day of April' 1937, and that the defendant, Lester, is his only child. They pray for construction of the will.

There was an agreement among all that the matter should be heard and decided by the court. The court rendered a comprehensive opinion, which was journalized, to the effect that the defendant, Lester J. Glynn, is entitled to be paid the bequest made to his father, John, the father having died prior to the death of the testator and that he is further entitled to one-fourth of the $833.33 which the testator required his son, Albert, to pay to John and three others; that Martin Leonard and Blanche Shappie, grandchildren, are each entitled to be paid their specific bequests and neither is entitled to receive any part of the property disposed of by the residuary clause; that the defendant, Irma DeBrosse and four others are entitled to receive the monetary bequests and none are entitled to any portion of the property disposed of by the residuary clause, that Mary Glynn Talifer and three others are entitled to receive the monetary bequests and that the defendant, Albert Glynn, is entitled to the land devised; that Mary Glynn Talifer, Sarah Sanzenbacher, Emma Glynn Kelley, Arthur Glynn and Albert Glynn, being surviving children of the testator, are each equally entitled to receive and be paid one-fifth of the property disposed of by the residuary clause.

Exceptions were reserved to those adversely affected.

Certain of the defendants enumerated gave notice of appeal from the finding of the court, made on December 20, 1939, as above ’ indicated. The appeal is on questions of law and fact.

The rules governing the interpretation of wills have been so frequently stated that they need not be here elaborated. Suffice it to say that a cardinal rule is to give effect to the intention of the testator, to be ascertained from the language used as applied to the subject matter, read in the light of the surrounding circumstances at the time of the execution of the will.

The court should ascertain what the testator meant by the words used, but where the intention remains in doubt, resort must be had to settled rules of construction for aid in the solution of the difficulty.

In Item III the testator uses, with apparent understanding, words with well defined meanings such as “son”, “daughter”, “grandchildren”, “fee simple”, “my children”, who are also designated “heirs”.

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Related

Shalkhauser v. Beach
233 N.E.2d 527 (Cuyahoga County Probate Court, 1968)
Bartels v. Bartels
139 N.E.2d 695 (Meigs County Probate Court, 1956)

Cite This Page — Counsel Stack

Bluebook (online)
31 Ohio Law. Abs. 602, 1940 Ohio App. LEXIS 1223, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kelley-v-talifer-ohioctapp-1940.