Lewis, Admr. v. Thompson

52 N.E.2d 331, 142 Ohio St. 338, 142 Ohio St. (N.S.) 338, 27 Ohio Op. 262, 1943 Ohio LEXIS 368
CourtOhio Supreme Court
DecidedDecember 15, 1943
Docket29544
StatusPublished
Cited by9 cases

This text of 52 N.E.2d 331 (Lewis, Admr. v. Thompson) 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
Lewis, Admr. v. Thompson, 52 N.E.2d 331, 142 Ohio St. 338, 142 Ohio St. (N.S.) 338, 27 Ohio Op. 262, 1943 Ohio LEXIS 368 (Ohio 1943).

Opinion

Matthias, J.

The single question of law presented by the record is whether a sale of real estate and an unconditional conveyance thereof revokes a specific devise of that same property contained in a will theretofore executed, where a note given by the purchaser for the unpaid balance of the purchase price is secured by a mortgage executed to the.testatrix as security for such note.

It is contended by counsel for the devisees that in such situation there is only a change from absolute ownership of the property to a mortgage interest therein by way of .security, which does not constitute an ademption or revocation of the devise. This contention is based upon the theory, as urged by counsel, that “the unpaid purchase money mortgage was merely an altered form of the interest and estate of the testatrix in the property.”

*341 Many cases have been cited which, in onr view of the question before us, have no application. The decision of the issues presented in this case is primarily dependent upon and determined by the provisions of Sections 10504-51 and 10504-52, General Code. They read as follows:

Section 10504-51. “A conveyance, settlement, deed, or other act of the testator, by which his estate or interest in property previously devised or bequeathed by him, is altered, but not wholly divested, shall not be deemed a revocation of the devise or bequest of such property, but such devise or bequest shall pass to the devisee or legatee, the actual estate dr interest of the testator, which would otherwise descend to his heirs, or pass to his next of kin; unless, in the instrument by which such alteration is made, the intention is declared, that it shall operate as a revocation of such previous devise or bequest.”

Section 10504-52. “But if the provisions of the instrument by which such alteration is made, are wholly inconsistent with the terms and nature of the previous devise or bequest, such instrument will operate as a revocation thereof, unless the provisions depend on a condition or contingency, and such condition be not performed, or contingency does not happen.”

These sections should, of course, be read and construed together. They originally were enacted together and have so continued in substantially the same language. They were before this court for consideration in the case of Brush v. Brush, 11 Ohio, 287. With reference to these provisions, the court in the opinion, following a recitation of the statutory provisions, stated as follows:

“Thus, when there is a will devising the whole estate, and a subsequent conveyance or deed which does not divest the whole estate, it does not revoke the will, but the devise operates pro tanto upon that portion not divested.
*342 “The'rule is this: If the will conveys the whole estate, and the subsequent disposition, by deed or otherwise, does not transfer the whole estate, but leaves a ■ portion which would descend as at law, the devise attaches to such descendable portion, and carries it to the devisee.”

It seems entirely clear from the plain language of the statute that a conveyance which wholly divests the testator’s title to property is to be deemed a revocation of the devise or bequest of such property, but if the estate or interest of the testator is merely altered, either by a conveyance of a portion of his title to the property previously devised or by a conveyance of his entire title to a portion of that property, the remaining portion of the estate or interest of the testator devised which would otherwise pass under the law of descent and distribution “shall pass to the devisee or legatee” under the terms of the will.

Where, however, the disposition of the property subsequent to the execution of the will is unconditional and complete and therefore “wholly inconsistent with the terms and nature of the previous devise or bequest,” a revocation thereof results.

We have here no question of interposed condition or contingency. If the subsequent disposition were of only a partial interest in the subject matter of the devise, but leaving the residue of the estate devised still in the testator, only a partial revocation or ademption would result, it being only to the extent to which the estate devised was disposed of, and the devise as to the residue would remain effective.

By such statutory provision the strictness, whereby a mere alteration of estate or interest in the property devised wrought a revocation of the devise, was obviated. Such is the clear purpose of the enactment of the statuté. Its terms should not be extended by judicial interpretation or construction.

*343 In this case the testatrix, subsequent to the execution of her will, conveyed her entire interest in the real estate described in her will, passing title thereto fully and completely to the grantee by warranty deed. Surely the provisions of such instrument “are wholly inconsistent with the terms and nature of the previous devise. ’ ’ Pull title to and ownership of the land passed to and vested in the grantee. The-testatrix did not own it at the time of her death. It had been “wholly divested” and hence the devise was thus entirely nullified. The mortgage executed by the grantee was a mere security for the note given for the balance of the purchase price. It was only a lien on the land then owned by the grantee of the testatrix.

The general rule applicable is stated as follows in 69 Corpus Juris, 1007, Section 2207:

“A subsequent sale or conveyance of property specifically devised or bequeathed, nothing else appearing, constitutes an ademption, although it would be possible to follow the proceeds of such sale, and even though the property sold has not been fully paid for and a mortgage has been taken to secure the purchase price.”

And further in Section 2215 as follows:

“* * * a sale of real estate owned by the testator, even though it is not completely paid for and the testator takes back a mortgage on the same land, is, in the absence of anything to the contrary, su.eh a change, despite the retention of the security or mortgage interest, as gives rise to an ademption, although, of eóurse, it may be otherwise where the testamentary interest given consists of a share in the proceeds of the land, and, where the testator has merely entered into an executory contract for the sale of land, it has been held, in accordance with general rules respecting the effect of executory contracts to work an ademption, that the testamentary provision is not adeemed thereby. An at *344 tempted conveyance by tbe testator, which for any reason fails of etfect, is an insufficient basis for an ademption.”

In an editorial note in 65 A. L. B., 632, it is said:

“It may be stated as a general rule, well supported by a majority of the authorities, that a change from absolute ownership of real property to a mortgage interest by way of security, or from a mortgage interest to the absolute ownership of the mortgaged property, revokes or adeems a devise or legacy of the interest given by will.

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Cite This Page — Counsel Stack

Bluebook (online)
52 N.E.2d 331, 142 Ohio St. 338, 142 Ohio St. (N.S.) 338, 27 Ohio Op. 262, 1943 Ohio LEXIS 368, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-admr-v-thompson-ohio-1943.