Kelly v. Snider

46 N.E.2d 811, 37 Ohio Law. Abs. 334, 1942 Ohio App. LEXIS 878
CourtOhio Court of Appeals
DecidedApril 9, 1942
DocketNo. 415
StatusPublished

This text of 46 N.E.2d 811 (Kelly v. Snider) 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
Kelly v. Snider, 46 N.E.2d 811, 37 Ohio Law. Abs. 334, 1942 Ohio App. LEXIS 878 (Ohio Ct. App. 1942).

Opinion

OPINION

By HORNBECK, J.

This is an appeal on questions of law from a judgment of the Probate Court dismissing the petition of plaintiff. The plaintiff, as administratrix of the éstate of Clarisca M. Green, deceased, instituted her action for construction of Item VII of the last will and testament of Clarisca M. Green to the effect that the administratrix as personal representative of the estate of Charles L. Marshall, deceased, was entitled to a bequest wfhieh originally amounted to the sum of $1,000.00, under Item VII of the will of Clarisca M. Green. The Item is as follows:

“ITEM SEVEN. I Give, Devise and Bequeath to my brother Charles Marshall, the sum of one thousand ($1000.00) Dollars. At this time I do not know where my brother is located, but it is my wish that said money be placed upon interest in some safe investment and held for a period of ten years, and if my said brother is not heard from during that period of time, then it is my will that said money and its accumulations be divided equally among my own nieces and nephews, and the nieces and nephew of my deceased husband, Glenn Green, as follows — Pearl Darnell, Lexington, Kentucky; Marie Hess, Cincinnati, Ohio; Mary Klebahm, Cincinnati, Ohio; Robert DePoy, Cincinnati, Ohio; Earl DePoy, Cincinnati, Ohio; Lewis DePoy, St. Marys, Ohio; Katherine Kelly, Springfield, Ohio; Natle Green, Oakland, Illinois; Hortense Martin, Oakland, Illinois, and Dalton- Green of Gregory, Texas. It is further my will and desire, in the event any one of said nieces or nephews should die without heirs before this will takes effect, then that his or her share shall pass to and belong to the surviving nieces and nephews, share and share alike.”

The will was executed in 1936. The testatrix died in 1940. Charles L. Marshall has two living children, Catherine Kelly and Ralph Marshall, both adults. A former wife of Charles Marshall and the mother of the children secured a divorce from Charles Marshall in 1920.

In August, 1940, Catherine Kelly, as an heir at law of Charles L. Marshall, made application to the Probate Court of Champaign County under the “Presumed Decedents’ Act”, §10509-25, et seq., to declare the said Charles L. Marshall legally dead. Upon proceedings duly had, the Court entered a decree to the effect that Charles L. Marshall was presumptively dead and issued letters testamentary to plaintiff. Whereupon, the administratrix demanded of the executor of the estate of Clarisca M. Green the payment to her of the bequest created by Item VII of the will.

It is the claim of plaintiff that the legacy vested in Charles L, Marshall immediately upon the death of the testatrix; that the [336]*336condition in the Item is a condition subsequent which has become impossible of performance by operation of law; that the vested estate in Marshall is not divested by reason of his death but because thereof passes to his heirs at law. Counsel for plaintiff cites and relies upon the following cases,

Parker v Parker, 123 Mass., 584;

Burnham v Burnham, 79 Wis., 557; 48 N. W., 661;

Connor, et al v Sheridan, 116 Wis., 666, 93 N. W., 835.

We have been favored with the opinion of the trial judge who found that the legacy vested in Charles L. Marshall upon the death of the testatrix; that the Item carried a condition subsequent, which by reason of the terms thereof precluded the construction of the will as contended for by the plaintiff. We have carefully read the opinion and find it to be well reasoned and, in our judgment, sound in its conclusion.

To reduce the Item to the simplest terms, it would read substantially as follows,

I give to my brother, Charles Marshall, the sum of one thousand ($1000.00) dollars. At this time I do not know where my brother is located, * * * and if he is not heard from for a period of ten years, then said bequest, with accumulations, shall be divided equally among my nieces and nephews and the nieces and nephew of my deceased husband.

Whether or not the condition is precedent or subsequent, or a conditional limitation,- is, in our judgment, not controlling. If it is a condition subsequent, rhen, although the bequest was vested, the right to its possession did not subsist unless and until decedent’s brother was heard from within a period of ten years. If it is a condition precedent then its vesting and the right to possession accrues only upon observance of the condition, namely, the hearing from the brother during the period of ten years following the effective date of the will.

Upon full consideration of the whole Item, it could very well be held to be a condition precedent, as it meets all the elements of such a condition. t

“If the time for performance is expressly fixed or limited by the will, it tends to show that the condition is precedent rather than subsequent.” Page on Wills 753.

It has been held that when the sole question before the Court is whether a condition has been performed, it is not material whether it is precedent or subsequent. Boggus v Crail, 224 Ky. 97.

“If a valid and operative condition is broken, the gift fails whether the condition is precedent or subsequent.” Page on Wills 772.

The purpose and intent of the testator, as expressed in Item VII is clear. Whether the bequest vested in Charles Marshall at Testatrix’s death, or, whether it vested only when and if he was heard from, during a period of ten years after the probate of her will, it is clear that during the period up to ten years that he was not heard from the money was not to be given into his possession but to be held and invested. If he was heard from or appeared within the ten year period, he took the bequest with its increase. If he was not heard from during the ten year period, then at the conclusion of that period the bequest did not pass to the heirs at law of Charles Marshall but to those persons designated in the will and it passed [337]*337under the will and not by operation of law.

The heir at law who caused the proceedings to declare Charles Marshall dead, and the order of the court thereunder, was not a compliance with the condition, nor did such action preclude the performance of the condition. The sole effect of the action to declare Charles Marshall dead was to emphasize the fact that he had not been heard from for a period of seven years as this is the basis for the determination of the Probate Court that one is presumptively dead. But the order which the Court makes is only that Charles Marshall is presumptively dead and the Presumed Decedents’ Act recognizes that he may appear and sets up the procedure by which he may be restored to any real property or personal estate which he has lost by reason of the order. So, in this case, notwithstanding the order of the Probate Court, Charles Marshall may, within the period provided in the Item of the will, appear and claim the bequest to which he would be entitled. However, his heirs at law, if he be dead, •can not avoid the plain terms of the condition which clearly are not met by the declaration that he is presumptively dead because of the fact that he has not been heard from. If the presumption of ■death, arising by the order of the Probate Court, is never disturbed then clearly its effect would be to divest Charles Marshall of any right to the bequest because of the terms of the condition.

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Related

Boggess v. Crail
5 S.W.2d 906 (Court of Appeals of Kentucky (pre-1976), 1928)
McCourt's Estate
120 A. 130 (Supreme Court of Pennsylvania, 1923)
Parker v. Parker
123 Mass. 584 (Massachusetts Supreme Judicial Court, 1878)
Burnham v. Burnham
48 N.W. 661 (Wisconsin Supreme Court, 1891)
Connor v. Sheridan
93 N.W. 835 (Wisconsin Supreme Court, 1903)

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Bluebook (online)
46 N.E.2d 811, 37 Ohio Law. Abs. 334, 1942 Ohio App. LEXIS 878, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kelly-v-snider-ohioctapp-1942.