Marsh v. Wilson

216 N.E.2d 73, 6 Ohio Misc. 167, 35 Ohio Op. 2d 363, 1966 Ohio Misc. LEXIS 295
CourtCuyahoga County Probate Court
DecidedApril 22, 1966
DocketNo. 677800
StatusPublished
Cited by1 cases

This text of 216 N.E.2d 73 (Marsh v. Wilson) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marsh v. Wilson, 216 N.E.2d 73, 6 Ohio Misc. 167, 35 Ohio Op. 2d 363, 1966 Ohio Misc. LEXIS 295 (Ohio Super. Ct. 1966).

Opinion

Andrews, Chief Referee.

This is an action to construe the will of Florence M. McDonald. The action is brought by the executor of the will.

I am asked to construe Item II, which reads as follows:

“All of the residue and remainder of my property I give and devise in equal shares to Albert Wilson of Toronto, Canada, son of my late husband’s niece Jean Wilson; The Little Sisters of the Poor of Cleveland, Ohio and Our Lady of Peace Church of Cleveland, Ohio.”

The question presented is whether each of the three beneficiaries is entitled to one-third of the residue or whether Mr. Albert Wilson is entitled to one-half and each of the others to only one-fourth.

[168]*168Assuming for the moment that the intention was to give one-third to each of the named beneficiaries, proper punctuation required the insertion of a semi-colon between the word “Ohio” and the word “and,” so that the last part of the item would read: “* * * The Little Sisters of the Poor of Cleveland, Ohio; and Our Lady of Peace Church of Cleveland, Ohio.”

On this point, the following quotations are apposite:

“A semi-colon is used in lists of names with addresses, titles, or figures, where a comma alone would not separate items or references clearly.” Webster’s New Collegiate Dictionary (1961) p. 1150, col. 1.
“The comma is the natural mark to use between the units of enumerations, lists, series (unless the units are long or contain commas within them, when semi-colons would be used * * *).” (Emphasis author’s.) Perrin, An Index to English (1939) 138.

And at page 536, Mr. Perrin states as one of the situations in which a semi-colon is “usually found”:

“To separate units that contain smaller elements separated by commas. These may be items in a series, enumerations, figures, scores, or clauses with commas within them.”

Obviously, the semi-colon at the end of the description of Albert Wilson was correct under the above principles.

From the omission of the semi-colon between the word “Ohio” and the word “and,” counsel for defendant Wilson argues that only two “equal shares” are bequeathed, namely, one to Albert Wilson and the other to the two charities, half and half. Calling attention to the fact that the will was drafted by a lawyer (which is conceded), counsel asserts that the court can assume that the lawyer is an educated man with a college education and a law degree, and that he drafted the will in accordance with the desires of the testatrix. In the absence of anything in the will to the contrary, continues counsel, the court can also presume that the will is grammatically correct and that the punctuation was inserted in accordance with proper usage.

Of course our task is to carry out the intent of the testatrix as manifested in her will. In attempting to do so, we should not over-emphasize punctuation. As stated in a “comment note” in 70 A. L. R. 2d 215 (1960) at 221:

“Problems have frequently arisen as to the effect of pune[169]*169tuation. in grouping or setting off, or otherwise identifying, persons designated to take under a will, and the courts have frequently in such a situation applied the rule that the punctuation may be disregarded to effectuate the testator’s intention as manifested in the testamentary language and the context of the will.”

And see 56 Ohio Jurisprudence 2d, Wills, Section 565 (1963):

“Mere punctuation, if it renders doubtful or ambiguous the intention of the testator, may be disregarded if from other circumstances a reasonable construction of the testator’s intention may be achieved.”

In 4 Bowe-Parker, Page on Wills, Section 30.24, p. 152, the following appears:

“Since the law deduces testator’s intention from the whole will, courts may insert punctuation, when necessary to explain the meaning, where the testator has omitted this aid to clearness.”

To the same effect, see 70 A. L. R. 2d 215 (1960) at 220. Of course, these authorities do not mean that the court actually alters the will by inserting the proper punctuation mark. Eather, they mean that the court may consider the applicable portion of the will as though the proper punctuation mark were present.

As observed in the brief of counsel for defendant Wilson, the language and organization of wills vary so much that decision by precedent in actions to construe a will becomes difficult of attainment. See 157 A. L. R. 668 (1945) at 669, referring to á statement by Sir William Jones that “no will has a brother.”

On the other hand, there is no doubt that general principles (such as those given above) and sometimes decided cases, afford useful guidelines to a court. In that respect, the case of Youtsey v. Bowman (Com. Pl. 1907), 6 N. P. (N. S.) 381, 18 Ohio Dec. 577, although not on all fours factually with the present case, is enlightening. The question was whether a provision for abatement of legacies, if made necessary because of insufficient funds, applied to certain bequests. Said the court:

“Suppose a semi-colon instead of a comma had preceded the last clause in Item XIV, would there have been any possible doubt as to the intention of the testatrix? Mere punctuation, [170]*170if it renders doubtful or ambiguous the intention of the testatrix, may be disregarded if from other circumstances a reasonable construction of the testatrix’s intention may be arrived at. There is no language in the will which specifically shows any intention to abate or reduce the two legacies to Mary Ann Sullivan and plaintiff. The bequests to them are positive and direct, with no limitation whatever, and, as we have said before, any intention to have their legacies abate could easily and in simple words have been used to disclose that intention. ” 6 N. P. (N. S.) at 385, 18 Ohio Dee. at 581.

I will not burden this opinion with the other Ohio cases recognizing the general principle. They appear in 56 Ohio Jurisprudence 2d, Wills, Section 565, at page 100, footnote 17. However, one case should be mentioned because it was decided by the Court of Appeals for Cuyahoga County. Although the decision actually turned on the meaning of certain words, the second paragraph of the syllabus reads as follows:

“In the construction of a will, where punctuation is faulty, courts may disregard it if, from other circumstances, a reasonable ascertainment of the testator’s intention is possible.” Reiss v. Pearson (1951), 89 Ohio App. 153.

Two cases from other states “hit close to home.”

The first is Cassidy v. Vannatta’s Ex’r. (1951), Ky., 242 S. W. 2d 619. The testator bequeathed his residue,

“* * * in equal shares, absolutely and in fee, to my cousin, the said Walter Cassidy; Robert Jamison and William Stivers, tenants on my farm; George E. Smith, who rents my property on Bland Avenue, Shelbyville, Kentucky; and the Kentucky Society for Crippled Children, of Louisville, Kentucky; Baptist Ministers Aid Society, of Owensboro, Kentucky; Baptist Orphans’ Home of Louisville, Kentucky; King’s Daughters’ Hospital, of Shelbyville, Kentucky; and the Clayvillage Baptist Church, of Clayvillage, Shelby County, Kentucky.”

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216 N.E.2d 73, 6 Ohio Misc. 167, 35 Ohio Op. 2d 363, 1966 Ohio Misc. LEXIS 295, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marsh-v-wilson-ohprobctcuyahog-1966.