Krumm, Exr. v. Cuneo

47 N.E.2d 1003, 71 Ohio App. 521, 38 Ohio Law. Abs. 599, 26 Ohio Op. 468, 1943 Ohio App. LEXIS 593
CourtOhio Court of Appeals
DecidedJanuary 11, 1943
Docket3499
StatusPublished
Cited by8 cases

This text of 47 N.E.2d 1003 (Krumm, Exr. v. Cuneo) 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
Krumm, Exr. v. Cuneo, 47 N.E.2d 1003, 71 Ohio App. 521, 38 Ohio Law. Abs. 599, 26 Ohio Op. 468, 1943 Ohio App. LEXIS 593 (Ohio Ct. App. 1943).

Opinion

OPINION

By BARNES, J.

The above-entitled cause is now being determined as an error proceeding by reason of plaintiff’s appeal on questions of law from the judgment of the Probate Court of Franklin County, Ohio.

Plaintiff-executor filed his action in the Common Pleas Court, seeking instructions as to distribution of certain funds in his hands, particularized as the personal estate possibly coming to decedent from her deceased husband prior to her death. There is some controversy as to whether or not the particular property in question came to plaintiff’s decedent through the will of her decedent.

If not, there would be no question but what her decedent’s estate would be distributed under the plain provisions of Section 12 of her will. If the particular property came to her through the will of her husband, then the question arises as to whether or not she took an absolute estate therein, or only a life estate with remainder *601 over to named relatives of John Peirano, husband of plaintiffs'decedent.

The trial court was the Probate Court of Franklin County, Ohio. That court determined that under the will of John Peirano who died in March, 1927, the particular personal property now m. question passed to the widow, Caroline Peirano, absolutely, and that-the attempted devise over was void. The trial court did noi pass-on the question as to whether or not the property in question came-into plaintiff’s decedent’s hands through the will of her deceased husband, or in some other manner, but for the purposes of his conclusions and decision, assumed that it did come to plaintiff’s decedent through the will of her husband, since following his analjsisthe results would be the same.

■ In the first instance we will follow the same order of analysis-as did the trial court and upon the same presumption. The pertinent portion of the will of John Peirano reads as follows:

“Item 1. I direct that all my just debts and funeral expenses be paid out of my estate as soon as practicable after the time of my decease.

Item 2. I give and devise to my wife, Caroline Peirano, for and during her natural life, all of my real estate wheresoever situate. After her death I give and devise to my nephews the following real' estate: To Frank L. Peirano, the property known as 424-26-East-Long Street; to Albert Peirano, the property known as the Northeast corner of Ninth and Long Streets and also the property known as-the Southeast corner of Summit Street and Seventh Avenue; to-Stephen Peirano, the property known as the Southeast corner of Main and Seymour Streets, to my nieces, Mrs. Clara Meier and Mrs.. Bertha Betz, the property known as Nos. 79, 81 and 83 Cleveland. Avenue, absolutely and in fee simple.

Item 3. I give and bequeath to my wife, Caroline Peirano, all my personal property of every kind and description, wheresoever situate, but in case she should die and leave any part of the personal property unconsumed, or undisposed of, then in that event, the part so remaining shall be divided equally between my nephews, Frank, Albert and Stephen Peirano, and nieces, Mrs. Bertha Betz and Mrs. Clara Meier, share and share alike.”

The present controversy involves only Item 3 of the above quoted will.

Courts of Ohio have had under consideration a great many cases involving the construction of the item of a will wherein was presented the issue as to whether or not the language of the testator constituted an absolute estate in fee simple in the first taker or a life estate with the remainder over at some future time on the happening of some future event.

*602 Courts have universally held that the pole star and paramount question in all cases of this character is ascertaining the intent of the testator, and when the intent is so determined, absolute estates will be reduced to life estates unless in so doing violence will be done to the express language used in the will, or where the attempted remainder is void for uncertainty, repugnacy or in violation of the plain rules of law that a remainder may not be engrafted upon an absolute estate in fee simple In most of the reported eases where it is held that the first devisee only takes a life estate, even though the language used in the first part of the bequest would be sufficient standing alone to pass an absolute and fee simple estate, yet the language immediately following, granting power, disposition or use for support, bettering of condition, or similar language, discloses an intent of limiting the estate and under such conditions it has been held that the first estate is one for life and the remainder over is legal. The leading case under this class is that of Johnson v Johnson, 51 Oh St, p. 446. This case followed the announcement made by the Supreme Court in the case of Baxter v Bowyer, 19 Oh St, 490, and Home v Lippardt, 70 Oh St, 261. In the later case of Tax Commission v Oswald, 109 Oh St, 36, the case of Johnson v Johnson, supra, was again cited, approved and followed. Judge Robert Day, in rendering the opinion in this case at page 42 lists numerous decisions by the Supreme Court in which the principles announced in the case of Johnson v Johnson, supra, were followed, and in at least three of the cases the memo, opinions stated, “Affirmed”, upon the precedent of the Johnson case.

The case of West v Aigler, Admr., et, 127 Oh St, 370, is somewhat 'different in its factual conditions, but Bevis, J., in rendering the ■opinion of the court, makes some observations that are applicable to the general proposition. We find the following principle announced in all the cases that it is a general rule that a fee may not be cut down in subsequent clauses of the will, but if the language was such as to indicate an intention to grant a life estate to the first taker with a remainder over that the court will construe the will as a whole, giving full force and effect to the intention expressed in the will. It will, therefore, be observed that courts in cases of this ■character are forced to consider two principles diametrically opposed, as follows: (1) The general rule that a fee may not be cut down in subsequent clauses of a will; and (2) If the language is such as to clearly indicate an intention to grant a iife estate to the first taker with remainder over, courts will construe the will as a whole •giving effect to the intention exnressed in the will, notwithstanding that the language making the beauest to the first taker, standing ■alone, would pass an estate absolute and in fee simple.

*603 With these principles in mind, what should be the proper construction of Item 3 of the will of John Peirano?

It is conceded that the first few lines of John Peirano’s will,, standing alone, gives an absolute estate to his wife, Caroline. It will be further observed that under Item 2 the testator gave to his wife, Caroline, all his real estate for life. It is argued that it affirmatively appears in the will that he understood the difference between a fee simple estate and a life estate. No similar language is used under Item 3. This argument is germane, but not necessarily conclusive. It will be observed further that following the language which admittedly standing alone passes an absolute estate, no powers, absolute or limited, are included.

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Bluebook (online)
47 N.E.2d 1003, 71 Ohio App. 521, 38 Ohio Law. Abs. 599, 26 Ohio Op. 468, 1943 Ohio App. LEXIS 593, Counsel Stack Legal Research, https://law.counselstack.com/opinion/krumm-exr-v-cuneo-ohioctapp-1943.