Morton v. Fast

159 Ohio St. (N.S.) 380
CourtOhio Supreme Court
DecidedMay 6, 1953
DocketNo. 33284
StatusPublished

This text of 159 Ohio St. (N.S.) 380 (Morton v. Fast) 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
Morton v. Fast, 159 Ohio St. (N.S.) 380 (Ohio 1953).

Opinion

Taft, J.

An action to contest a will is provided for in Chapter 8, entitled “To Contest Will,” of Division VII, entitled “Special Actions,” of Title IV, entitled “Procedure in Common Pleas Court,” of Part Third, entitled “Remedial,” of the General Code of Ohio.

Section 12079, General Code, in that chapter reads:

“A person interested in a will or codicil admitted to probate in the Probate Court, or Court of Common Pleas on appeal, may contest its validity by a civil action in the Common Pleas Court of the county in which such probate was had.”

It is the position of defendant executor that, since the action to contest a will may be brought under that section only by “a person interested in a will * * * admitted to probate” and the petition on its face disclosed that only someone other than the plaintiff was [383]*383so interested, no cause of action was stated in the petition. Defendant executor also takes the position that the provisions of the General Code relating to pleading do not apply to a will contest. In this he is partly right. Thus, in Dew v. Reid, 52 Ohio St., 519, 40 N. E., 718, the syllabus reads in part:

“1. While the appropriate remedy for the contest of a will is now by civil action, the rules of pleading and procedure under the Code, when inconsistent with special statutory provisions relating to such contests, are inapplicable, and the action must be conducted in conformity with such special provisions.

“2. The issue to be made up and tried in such actions, having, been prescribed by statute, cannot be varied or restricted by averments in the pleadings, but must be the same, whether made up by the pleadings, or by an order on the journal of the court, viz., ‘whether the writing produced is the last will or codicil of the testator, or not.’ ”

An examination of the special provisions relating to a will contest indicates that the only one which might be inconsistent with the provisions of the Code with respect to pleading, which are generally applicable in a civil action, is Section 12082, General Code, which reads in part:

“An issue must be made up, either by pleadings or an order on the journal, whether or not the writing produced is the last will or codicil of the testator, which shall be tried by a jury. The verdict shall be conclusive, unless a new trial be granted, or the judgment is reversed or vacated * * *."

It is apparent from that section that it is not necessary to have pleadings other than a petition in order to make up the principal issue “whether or not the writing produced is the last will or codicil of the testator. ’ ’ However, there is nothing to indicate that the other provisions of the Code relative to pleading, [384]*384which are generally applicable in a civil action, should not apply in a civil action to contest a will in the raising of other material issues of law or of fact. See Niemes v. Niemes, 97 Ohio St., 145, 119 N. E., 503.

In Zinn v. Ferris, Exr., 15 C. C. (N. S.), 148 (affirmed without opinion, 88 Ohio St., 555, 106 N. E., 1087), the executor “filed a motion for an order of abatement and dismissal of the action, setting up by affidavit certain facts denying the right of plaintiff * * * to maintain a contest of the will.” After hearing, the trial court granted the motion and dismissed the petition.

It had been contended “that under our statute it was the duty of the court when the petition to contest the will was filed to have had an issue made up either by pleadings or by an order on the journal as to whether or not the writing produced was the last will of the testator, and that this issue should have been tried by a jury, and that the only adjudication of such a question was to be determined solely by a verdict of a jury so returned.”

In disposing of this contention, the court stated:

“While this no doubt is correct, yet it seems to us that if a question is made as to the right of the plaintiff to maintain the action, it is not only proper but it is the duty of the court to determine this preliminary question before submitting to the jury the general question as to the validity of the will.

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“The right to maintain the action can and should be determined first and if this right is determined adversely to the plaintiff, then there is nothing to submit to the jury. If, on the other hand, it is determined in his favor, then the court will proceed in accordance with the statute and submit the issue as to the validity of the will to the jury.”

Chapter 5 entitled “Pleadings” is found in Division [385]*385II, entitled “Civil Actions,” of the same Title IV, entitled “Procedure in Common Pleas Court,” of Part Third, entitled “Bemedial,” of our Code. Included therein is Section 11309, which reads, so far as pertinent:

“The defendant may demur to the petition only when it appears on its face either:

6 C * * *

‘ ‘ 3. That the plaintiff has not legal capacity to sue;

í Í # * #

“10. That the petition does not state facts which show a cause of action.”

Our statutes make no provision for a plea in abatement, such as defendant executor’s motion for an order of abatement and dismissal, the usual grounds therefor having been stated in the foregoing statutory section as grounds for demurrer where they appear on the face of the petition and provision having been made by Section 11311, General Code, for relying on those grounds by answer where they do not appear on the face of the petition. See 31 Ohio Jurisprudence, 734, Section 168.

There are no provisions relative to amendment of a petition after the filing or granting of a plea in abatement. However, since such a plea is not provided for by our statutes but the statutory method provided for raising questions heretofore raised by such a plea is to raise them by demurrer where they appear on the face of the petition, we are of the opinion that the plaintiff should have the same rights with regard to amendment of his petition, where such a plea in abatement is filed or granted and the grounds thereof could have been raised by demurrer pursuant to our statutes, as he would have had if the grounds thereof had been raised by such a demurrer.

Such rights are provided for in Section 11361, General Code, which reads:

[386]*386“Within ten days after a demurrer is filed, the adverse party may amend, without leave, on payment of costs since filing the defective pleading. Notice of filing an amended pleading shall be forthwith served upon the other party, who shall have the same time thereafter to answer, or reply thereto, as to an original pleading.”

Provision is also made for such rights by Section 11365, General Code, which reads:

“If the demurrer be sustained, the adverse party may amend if the defect thus can be remedied, with or without costs as the court directs. It shall be no objection to such amendment, that it changes the action from law to equity, or vice versa, if its basis, essential facts, and final object remain the same.”

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Cite This Page — Counsel Stack

Bluebook (online)
159 Ohio St. (N.S.) 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morton-v-fast-ohio-1953.