McMerriman v. Schiel

108 Ohio St. (N.S.) 334
Procedural entryThis page is a short order in McMerriman v. Schiel. Read the opinion of the Court — 1 Ohio Law. Abs. 883
Ohio Supreme Court·Decided June 19, 1923·No. No. 17821·Published

Opinion

Marshall, C. J.

The problem in this case involves the construction of a written instrument, to-wit, a last will and testament. There are a few essential facts which must be kept clearly in mind. The testator designated it as “my last will.” His daughter Louise was the chief beneficiary, she being one of a large number of children and acting a3 his housekeeper. The gift of real and personal property to her appears to be an act of justice, and if the will should be avoided, thereby resulting in a distribution of the property among all the children equally, an injustice will result to the daughter Louise. The testator made the journey and met with no accident and lived a year and two months thereafter without destroying or changing the will in any particular. The will was written by the testator himself, who was manifestly comparatively illiterate and wholly unlearned in the law, and who probably gave no thought to the effect of the last paragraph of his will, and therefore entertained no intent in regard thereto.

The sole purpose of the court in construing a will is to determine the intent of the testator. This in[337] tent should first, if possible, be gathered from the will itself; but, inasmuch as the meaning of the language of this will is not clear, the extraneous fact3 herein referred to may properly be considered. The will takes effect at the time of the death of the testator, and some light may be thrown upon the testator’s intent by inquiring whether the conditions and circumstances surrounding the testator were practically the same at the time of his death as at the time of the execution of the will. So far as this record discloses no change appears.. There is nothing in the will itself, nor are there additional facts in the record to indicate that an accident during the course of his journey to Montana, or within a reasonable time thereafter, would have had any reasonable or logical relation to his property or to the objects of his bounty. There are no rules of construction especially pertaining to wills which will throw any particular light upon this inquiry, except that a presumption is indulged that deceased did not intend to die intestate as to the whole or any part of his estate, and the will should be so construed as to cause the will to stand unless this presumption is rebutted by the provisions of the will or by evidence to the contrary. (Gilpin v. Williams, 17 Ohio St., 396.) The testator having retained the will in a safe place in his own home for more than a year after the danger of his journey had passed, without revoking the same, the courts should not lightly do after his death that which he had abundant opportunity to do in his lifetime. The lower courts declared this will to be invalid and inoperative as a last will and testament on the ground that it was a contingent will and the contingency upon which it [338] might have become operative never happened. Conditional and contingent wills are fully recognized in the American and English cases. Such recognition is found in Underwood v. Rutan, 101 Ohio St., 306, 128 N. E., 78; but that case, which was decided by a divided court, can have no important bearing upon the instant case, because the contingency referred to in the will under consideration in that case actually occurred.. It was therefore not difficult to decide that a will which was to take effect upon the happening of a contingency should become operative upon such occurrence. There is a wide range of difference in the construction of contingent and conditional clauses in wills to be found in the cases decided by the courts of different states, and the same difference is found in the English cases. It is impossible to reconcile all the English cases with each other, and the same impossibility exists among American cases. A careful study of all the cases leads to the conviction that the courts have looked into the facts and circumstances surrounding the testator, and the merits and demerits of claims of the objects of his bounty, and have not followed any well-defined rules of construction. The decided cases are so widely at variance and so equally divided that it would be unprofitable to discuss any number of them in detail. The Court of Appeals in disposing of this case held the will invalid upon the authority of Walker, Admr., v. Hibbard, 185 Ky., 795, 215 S. W., 800, 11 A. L. R., 832. That case strongly supports the conclusions reached by the Court of Appeals, but we are of the opinion that it was not better reasoned than many other cases which hold to the contrary doctrine. One very re[339] spectable authority which supports the validity of the will is Eaton v. Brown, 193 U. S., 411, 24 Sup. Ct., 487, 48 L. Ed., 730. In that case the will contained the following language:

“I am going on a journey and may, not ever return. And if I do not, this is my last request.”

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McMerriman v. Schiel, 108 Ohio St. (N.S.) 334 (Ohio 1923).

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Related

Eaton v. Brown
193 U.S. 411 (Supreme Court, 1904)
Mansfield & Sandusky City Rail Road v. John P. Veeder & Co.
17 Ohio St. 385 (Ohio Supreme Court, 1848)
Walker v. Hibbard
215 S.W. 800 (Court of Appeals of Kentucky, 1919)