Nagel v. Wilcox, Exr.

150 N.E.2d 667, 104 Ohio App. 534, 5 Ohio Op. 2d 267, 1957 Ohio App. LEXIS 953
CourtOhio Court of Appeals
DecidedMarch 27, 1957
Docket1354
StatusPublished
Cited by3 cases

This text of 150 N.E.2d 667 (Nagel v. Wilcox, Exr.) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Nagel v. Wilcox, Exr., 150 N.E.2d 667, 104 Ohio App. 534, 5 Ohio Op. 2d 267, 1957 Ohio App. LEXIS 953 (Ohio Ct. App. 1957).

Opinion

Doyle, J.

A petition by the surviving wife of a deceased husband who died testate, to take real estate in the estate of her husband at the appraised value, under the provisions of Section 2113.38, Revised Code, was filed in the Probate Court of Lorain County.

Upon hearing, that court held that the parcel of land upon which the dwelling house was situated was all to which she was entitled, as against her claim that it was her right to not only take the real estate indicated in the court’s judgment, but also real property contiguous thereto, all of which it is claimed constituted a single parcel of land and came within the provisions of the statute.

The judgment of the Probate Court was affirmed by the Common Pleas Court. The case is now before us on appeal on questions of law.

The appellant (Helen E. Nagel, the surviving wife) here asserts that “the judgment of the Common Pleas Court is contrary to the law and the evidence,” and presents the following questions:

*536 “Is property ‘specifically devised’ where it passes under the residuum clause of decedent’s will?”

“Can a surviving spouse elect to take an entire farm at its appraised value where it was the home and mansion house of the decedent, or is her election restricted to merely that portion of the farm containing the mansion house?”

Section 2113.38, Revised Code, provides:

“A surviving spouse even though acting as executor or administrator, may purchase the following property, if left by the decedent and if not specifically devised or bequeathed:

“(A) The mansion house, including the parcel of land on which such house is situated and lots or farm land adjacent thereto and used in conjunction therewith as the home of the decedent, and the household goods contained therein, at the appraised value as fixed by the appraisers;

Í C # * # ) J

If this property was specifically devised, the petitioner has no right to take any of it at the appraised value under the terms of the statute. We turn to the will for the answer to this question.

The will directs that (1) all debts and funeral expenses be first paid, and a suitable marker be constructed on the grave; (2) the livestock, crops and tools be sold at public auction; (3) the wife, Helen E. Nagel, be given exactly such share or portion of “* * * [the] estate, real and personal, as she would be entitled to receive as * * * [his] widow under the laws of descent and distribution of the state of Ohio, had * * * [he] died intestate”; (4) “All the rest, residue and remainder of * * * [the] estate of whatever kind and description and wheresoever situate of which * * * [the testator] may have the power to dispose of by will,” be given, devised and bequeathed to The Savings Deposit Bank and Trust Co., Elyria, Ohio, “as trustee and in trust, however, for the uses and purposes hereafter set forth.” The trustee bank was empowered to sell the corpus of the trust estate and to reinvest the proceeds of any sale “in such investments as are generally permitted by trustees * * * under the laws of Ohio,” except, however, that the “residence real estate ’ ’ should not be sold within three years from the date of death “without the prior consent of either my said wife or the Probate Court.”

*537 Subsequent items of the will directed the payments of income and principal of the trust, upon various conditions, to his children and surviving wife. This disposition is of no consequence to our decision.

Bequests of real or personal property may be classified as general, specific, or demonstrative; a bequest of a particular portion of a testator’s estate, which is so described as to distinguish it from other parts of the estate, is generally held to be specific; and a specific bequest may be made in a residuary clause. In re Estate of Mellott, 162 Ohio St., 113, 121 N. E. (2d), 7.

In determining whether a gift is general or specific, a court is not governed by the nature of the property, whéther real property or personal property.

It is noted from the will that the gift to the bank as trustee was for “all the rest, residue and remainder of my estate * * V’ Obviously, this included only that which remained after the debts were paid, and the widow had been given the share of the estate which she “would be entitled to receive * * * under the laws of descent and distribution” had the estate devolved as intestate property.

It is argued that the clause in the will which directed that the trustee should not sell or dispose of the “residence real estate” within three years from the date of death without the prior consent of the wife, or the Probate Court, contemplated that this property was intended to be a part of the residuary estate, and as such was specifically devised.

There is no rule of law which prevents a testator from restricting the operation of a residuary clause to a particular or specific residue, and, in doing so, create a specific devise. However, an intention of a testator to restrict the operation of the residuary clause cannot be deduced from the mere absence of words, nor the inclusion of language directing the manner of the disposition of particular property if such property should perchance become a part of the residuary.

In the instant case, we think the language in the will is free from ambiguity, and plainly indicates that the residuary clause falls within the classification of a general devise. See: 4 Page on Wills (Lifetime Ed.), Section 1400, and cases therein cited; 128 A. L. R., 838, and cases noted.

*538 We turn now to the right of the widow to take more property at the appraised value than was allowed her by the courts below.

It is her claim that she is entitled to take the entire tract located at the northeast corner of Lear-Nagel and Butternut Ridge Roads, in Lorain County.

The entire tract fronts 569 feet on the northerly side of Butternut Ridge Road and extends back 622 feet along the easterly side of Lear-Nagel Road. It contains between five and six acres and was appraised at $35,400.

In the original inventory, the tract was divided into four parcels:

Parcel No. 1. The residence property upon which decedent’s home was located. This property, fronting about 170 feet on the northerly side of Butternut Ridge Road and extending about 250 feet along the easterly line of Lear-Nagel Road, was appraised at $16,500.

Parcel No. 2. The store property immediately east of the residence property, fronting 130 feet on the northerly side of Butternut Ridge Road and extending back 250 feet, on which is located a concrete block building and a vegetable stand. This parcel was appraised at $9,500.

Parcel No. 3. The remaining Butternut Ridge Road frontage, being vacant land, fronting about 265 feet on Butternut Ridge Road, appraised at $5,000.

Parcel No. 4. The remaining Lear-Nagel Road frontage, being vacant land fronting 372 feet on the easterly side of Lear-Nagel Road and extending back across the back lines of parcels Nos. 1 and 2, appraised at $4,400.

The evidence establishes the following facts:

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Bluebook (online)
150 N.E.2d 667, 104 Ohio App. 534, 5 Ohio Op. 2d 267, 1957 Ohio App. LEXIS 953, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nagel-v-wilcox-exr-ohioctapp-1957.