Kurtz v. Kurtz

175 N.E. 694, 123 Ohio St. 425, 123 Ohio St. (N.S.) 425, 9 Ohio Law. Abs. 478, 1931 Ohio LEXIS 358
CourtOhio Supreme Court
DecidedMarch 25, 1931
Docket22468 and 22494
StatusPublished
Cited by1 cases

This text of 175 N.E. 694 (Kurtz v. Kurtz) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kurtz v. Kurtz, 175 N.E. 694, 123 Ohio St. 425, 123 Ohio St. (N.S.) 425, 9 Ohio Law. Abs. 478, 1931 Ohio LEXIS 358 (Ohio 1931).

Opinion

Robinson, J.

An action was begun in the court of common pleas of Franklin county by the executors *426 of the estate of Charles L. Kurtz, deceased, for a construction of their decedent’s last will and testament, and the direction of the court in respect thereto. The item in question of the will reads as follows:

“Second: I give, devise and bequeath to William M. Kurtz of Westerville, Ohio, and to Charles J. Kurtz of Columbus, Ohio, all of my property, both real and personal, who will make certain provision and distribution, as follows: To my daughter, lone Kurtz — one-fifth of the same; to my daughter, Eleanor K. Beaton — one-fifth of the same; to my son, Charles J. Kurtz — one-fifth of the same; to relatives of my deceased wife, Vivian E. Kurtz — one-fifth of the same, as my executors have been otherwise instructed; and the remaining one-fifth share to be distributed as I have likewise instructed my executors.”

The record discloses that the will was duly executed and admitted to probate in Franklin county, Ohio, and that William M. Kurtz and Charles J. Kurtz were duly appointed as executors thereunder. The petition alleges and the record shows that the executors did not receive any instructions from the testator other than the will itself. The record shows that the testator’s wife, Vivian E. Kurtz, deceased in October of 1922; that the testator executed the above will in February of 1923; that the testator deceased in March of 1929; that Ernest E. Ebersole was the only brother of Vivian E. Kurtz and her nearest relative at the time of her decease, as well as at the time of the execution of the testator’s will and at the time of the testator’s death; that Vivian E. Kurtz died without issue, and was a stepmother to testator’s three children mentioned in the will; *427 that Caroline Cadwell, Myrta Healey, Ralph Rowley and Daisy Rowley Schmidt are cousins of the testator ’s deceased wife; that in addition to her brother Ernest E. Ebersole, Vivian E. Kurtz had a half-brother and numerous other relatives; that the testator had affection for some of the remote relatives of Vivian E. Kurtz.

In the trial court it was held that the fourth one-fifth clause is invalid as to the clause “as my executors have been otherwise instructed,” and that the other words of that clause are sufficient to cast that portion of the estate upon the next of kin of the deceased wife; that the fifth one-fifth clause of the will is indefinite as to the beneficiaries; and that the attempted provisions thereof fail.

Three separate petitions in error were filed in the Court of Appeals, which, by consent of the parties, were there consolidated, the cause reviewed, and the judgment of the court of common pleas affirmed. The same groups filed separate motions here for an order of this court requiring the Court of Appeals to certify its record. These motions were sustained, and the cases are here heard as one.

There is no controversy as to the beneficiaries of the first three one-fifth clauses of the above item of the will.

It is the contention of the executors and the three children of the testator that both the fourth one-fifth clause and the fifth one-fifth clause are void for indefiniteness of beneficiary or beneficiaries, and therefore such executors must distribute to the heirs at law of the testator.

It is the contention of Ernest E. Ebersole that the word “relatives” in the fourth one-fifth clause con *428 templates next of kin, and that therefore it was the intention of the testator that his executors distribute to him, and that the intention of the testator with reference to the fifth one-fifth clause was the same as his intention with reference to the fourth one-fifth clause, and that therefore the executors must distribute to him that fifth as well as the fourth one-fifth.

It is the contention of the other relatives of Vivian E. Kurtz that the testator, as to the fourth one-fifth and the fifth one-fifth clauses, conferred upon his executors the power of appointment from all such relatives, and that his executors must exercise such power and make selection of a distributee, or of distributees, from all the relatives of Vivian E. Kurtz for two-fifths of the estate.

Both lower courts held that the will was not ambiguous. They were probably technically correct, notwithstanding the fact that to give effect to the fourth one-fifth clause the court was obliged to ignore certain language therein contained, and to interpret “relatives” in the singular and as meaning “next of kin,” and was unable to determine at all who was the intended beneficiary of the fifth one-fifth clause. Perhaps the will could better be designated as “incomplete” than as “ambiguous.”

It is apparent, by the statement of the testator in his will, that he believed that he had instructed his executors to whom of his wife’s relatives, and in what manner and proportion, they should distribute the fourth one-fifth of his estate, and to whom and how generally they should distribute the fifth one-fifth of his estate.

While the record discloses that the executors never *429 received such or any instruction, that fact is not significant, since proof of such instruction, in so far as it is made to appear by the provisions of the will, must have rested wholly in parol. If this' state is to be classed with the jurisdictions recognizing the power of a testator to incorporate provisions in his will by reference, the provision of Section 10505, General Code, ‘ ‘ except nuncupative wills, every last will and testament must be in writing,” would preclude the inclusion by reference of any thing other than an existing manuscript or some other material thing which might fall within the general classification of a writing.

We are not advised as to the exact wording of the legislation of those jurisdictions that have recognized the power of a testator to incorporate by reference. In all jurisdictions, however, the right to dispose of property by will rests upon statutory enactment. We know of no authority in any jurisdiction thgt has gone so far as to permit the incorporation by reference of instructions resting wholly in parol, or that has gone beyond the power to incorporate by reference a paper writing, schedule, or document physically in existence at the time of the execution of the will, and of such materiality as to permit of identification by description.

In Wilcox v. Attorney General, 207 Mass., 198, 93 N. E., 599, Ann. Cas., 1912A, 833, and Sims v. Sims, 94 Va., 580, 27 S. E., 436, 64 Am. St. Rep., 772, it was affirmatively held that a reference to a parol instruction is ineffective and void under the statute of wills.

The courts below had no difficulty in arriving at the .conclusion that the clause “as my executors have *430 been otherwise instructed” was ineffective to identify any person as testator’s beneficiary, or to impose any legal' duty upon his executors with reference thereto, and therefore ignored the clause entirely.

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Cite This Page — Counsel Stack

Bluebook (online)
175 N.E. 694, 123 Ohio St. 425, 123 Ohio St. (N.S.) 425, 9 Ohio Law. Abs. 478, 1931 Ohio LEXIS 358, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kurtz-v-kurtz-ohio-1931.