Maclean v. J. S. Maclean Co.

123 N.E.2d 761, 70 Ohio Law. Abs. 102
CourtOhio Probate Court of Franklin County
DecidedJanuary 26, 1955
DocketNo. 155750
StatusPublished
Cited by2 cases

This text of 123 N.E.2d 761 (Maclean v. J. S. Maclean Co.) is published on Counsel Stack Legal Research, covering Ohio Probate Court of Franklin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Maclean v. J. S. Maclean Co., 123 N.E.2d 761, 70 Ohio Law. Abs. 102 (Ohio Super. Ct. 1955).

Opinion

OPINION

By McClelland, PJ.

DECISION ON PETITION FOR DECLARATORY JUDGMENT

This matter comes before the court on a petition filed herein by Jane S. MacLean for declaratory judgment on certain matters set forth in the petition. She alleges that she is the surviving spouse of John S. MacLean, deceased, who died on November 20, 1952, intestate, leaving, in addition to the plaintiff, a daughter by the plaintiff, three children oy a former marriage, and grandchildren of said decedent who are the children of a deceased son of said decedent by said former marriage.

She alleges that she and the decedent were married on April l, 1922, and that Julie MacLean Nisongef is the only issue of said marriage; that the other defendants are the three children of said decedent by said former marriage, the children of a deceased son of said decedent by said former marriage, and the wife of said deceased son.

She further alleges that about August 30, 1940, decedent notified the plaintiff, in writing, that he had then and there left their borne and abandoned her with intent to live separate and apart, and that they did continuously reside separate and apart until his death.

She further alleges that on September 15, 1953, she was appointed and [104]*104qualified as administratrix of his estate; that on December 2, 1953, she filed in the Probate Court an inventory and appraisement disclosing that the assets of the estate of said decedent amounted to $44,474.64, and that the inventory failed to disclose any stock of The J. S. MacLean Company as assets of the estate. She furth.er alleges that she is entitled to one-third of his estate in addition to the sum of $2500.00 exempt from administration and $3000.00 allowed by the appraisers of said estate for her support for one year.

She further alleges that on or after October 9, 1953, it came to her knowledge that on December 31, 1950, decedent without an adequate and full consideration in money or money’s worth, transferred by gift five nundred and twelve (512) shares of common capital stock of the defendant, The J S. MacLean Company, which shares then and there constituted the controlling interest in said corporation, to the defendants, Margaret M. Stratton. Flora M. Reeder, John Norman MacLean, and Eleanor H. MacLean, one hundred and twenty-eight (128) shares being given to each, all of the shares so transferred being then of the reasonable market value of $115,200.00, said gift being made upon the condition that John Norman MacLean and Eleanor H. MacLean forthwith purchase, at their appraised value, the shares then and there given to Margaret M. Stratton and Flora M. Reeder. She further alleges that she is informed and therefore avers that John Norman MacLean and Eleanor H. MacLean are now the owners of said five hundred and twelve (512) shares.

The plaintiff further alleges that the gift is testamentary in character, that it was made in contemplation of death and .was made with intent to deprive plaintiff of her distributive share in the estate of said decedent as provided by the statutes of descent and distribution.

Plaintiff further alleges that after deducting debts, estate taxes and costs of administration, the interest of plaintiff as surviving spouse in the estate of said decedent as set forth in the inventory and appraisement filed herein will be approximately $11,000.00, and that had the aforesaid shares of stock of The J. S. MacLean Company been retained by the decedent, at his death decedent’s estate would have been in excess of $180,000.00 and plaintiff’s share therein under the statutes of descent and distribution would have amounted to at least $60,000.00.

Plaintiff further alleges that the decedent made no provision for her in lieu of or to compensate her for the amount from which she was deprived by reason of the aforesaid alleged gift, and had not said alleged gift been made, the share of their daughter, Julie MacLean Nisonger would have been about $25,000.00 instead of about $6,000.00. No provision for the daughter was otherwise made.

Plaintiff further avers that the alleged gift was fraudulent and .void as to the rights of the plaintiff to a distributive share therein and that said shares of stock were, and are, in fact, assets of said estate; that plaintiff is entitled to a distributive share therein, and that the value thereof should be considered in computing the amount due plaintiff as surviving spouse under the statutes of descent and distribution; that said alleged gift of December 31, 1950, was of no force and effect when executed and was in fact testamentary in character and made in contemplation of death, and a mere device and subterfuge by which the decedent attempted to [105]*105deprive the plaintiff of a right to a distributive share of said stock and chat the same is null and void and of no force and effect.

To this petition a joint answer was filed by The J. S. MacLean Company, Margaret M. Stratton, Flora M. Reeder, John Norman MacLean, and Eleanor H. MacLean, in which the truth of some of the allegations of the petition was admitted and in which others were denied.

When this matter came on for hearing counsel for the parties deposited with the court a stipulation which the court might consider as an agreed statement of facts upon which its decision should be rendered. In addition thereto, the deposition of Elizabeth Neff Fry, a daughter of the plaintiff by a former marriage, was offered and received. The testimony of this witness was confined largely to the notice of leaving the home and the contents of a certain letter, to which reference will hereinafter be made.

The testimony of Jane Neff Trucksie was also taken at the time of the hearing and to which reference will hereinafter be made.

At the hearing of this matter a certain document, marked plaintiffs exhibit “1” was admitted as evidence in addition to the stipulation of facts nereinbefore referred to. We will note' the essential elements of that exhibit. It recites that John A. MacLean has for many years been engaged in the manufacture of builders’ millwork, store and office fixtures, and that he has recently organized a corporation known as The J. S. MacLean Company, with a capital stock of $100,000.00, and is about to transfer the assets of his business to the corporation and receive therefore one thousand .(1000) shares of the capital stock of said corporation of the par value of $100.00 each, fully paid up. The contract recites that whereas certain differences and questions have arisen among the parties hereto, namely, John S. MacLean, J. H. MacLean, Archie A. MacLean, Flora MacLean Reeder and Margaret MacLean Stratton, largely by re'ason of the marriage of said John S. MacLean, and whereas John S. MacLean desires to make provision during his lifetime for his four children above named, the other parties thereto. The agreement was executed on the 6th day of January, 1923, and recites that John S. MacLean will transfer and assign or cause to be issued to said J. H. MacLean. Archie A. McLean, Flora MacLean Reeder and Margaret MacLean Stratton, each, one hundred and twenty-two (122) shares of the capital stock of The J. S MacLean Company. The remainder of the stock, to-wit, five hundred and twelve (512) shares to be issued to John S. MacLean. The third paragraph of said contract consists of the following language:

“Upon the death of said John A.

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Cite This Page — Counsel Stack

Bluebook (online)
123 N.E.2d 761, 70 Ohio Law. Abs. 102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maclean-v-j-s-maclean-co-ohprobctfrankli-1955.