Oberholtz v. Oberholtz

74 N.E.2d 574, 79 Ohio App. 540, 35 Ohio Op. 381, 1947 Ohio App. LEXIS 693
CourtOhio Court of Appeals
DecidedMarch 7, 1947
Docket3822
StatusPublished
Cited by10 cases

This text of 74 N.E.2d 574 (Oberholtz v. Oberholtz) 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
Oberholtz v. Oberholtz, 74 N.E.2d 574, 79 Ohio App. 540, 35 Ohio Op. 381, 1947 Ohio App. LEXIS 693 (Ohio Ct. App. 1947).

Opinions

Doyle, P. J.

This action was brought by the appellant, Alice Oberholtz, in the Court of Common Pleas of Summit county, against the appellee Ralph E. Oberholtz and others, to partition real property, and for an accounting.

*541 Trial was had to the court without a jury, and at the conclusion of the evidence, judgment was rendered against the appellant, for the reason that the deed under which the title to the property in the plaintiff was claimed, was “ineffective to pass title to the grantees” therein.

Prom this judgment, appeal was perfected on questions of law, and attention is now directed to a consideration of the claimed erroneous judgment.

In the fore part of the year 1944, Charles Smith, father of the appellant, sought 'and received the services of H. P. Henley, an attorney at law, to perform the necessary work incident to the administration of his recently deceased wife’s estate. During these negotiations the attorney was also directed by his client to prepare a deed for the property now in controversy, and of which he was the owner, designating his daughter, Alice Oberholtz, as the grantee. The deed was prepared but not executed, and was given into the custody of the client.

A short time later, Smith again went to the office of attorney Henley, with the unexecuted deed in his possession, and instructed the attorney to add the name of John W. Smith — a son — to that of his daughter, Alice Oberholtz, as an additional grantee. This work was performed, and other language in the deed was changed topead “their heirs and assigns,” rather than “her heirs and assigns,” etc.

The deed — one of general warranty — was thereupon signed by the grantor, witnessed and properly acknowledged before a notary. The executed instrument was then taken away by the grantor.

Some months later — “around Christmas time” of 1944 — he again went to the office of his attorney, and after exhibiting the executed instrument, said to the lawyer: “Here’s that deed that you fixed up for me *542 for John and Alice, and when I die see that they get it. ”

On September 8,1944, a date between the date of the execution of the deed and the date on which the instrument was delivered to and deposited with the lawyer with the instructions heretofore noted, the grantor executed a land contract for the sale of a part of the premises in question to John Martin and Roxie Van Horn, strangers in the family line, and received a money down-payment. In addition to the down payment, he likewise received monthly payments from these grantees until his last illness qnd the interruption of death.

It thus appears that (1) the owner of the property in question executed a land contract for the sale of a part of the property to third parties; (2) while the contract was in force, he delivered a general warranty deed for the entire property, to all of which he still held the legal title (even though a part had been sold under land contract), to an attorney with instructions to deliver the deed to two of his children named in the instrument as grantees, at the time of his death; (3) at his death the land contract was in full force and effect, and with the record-legal title in the grantor;. (4) shortly after the grantor’s death the deed was shown to the named grantees and then recorded with the express instructions of Mrs. Oberholtz, and the apparent approval of John W. Smith, the other grantee.

Under these facts (which appear undisputed), what became of the title to the property? Was it conveyed by deed to the named grantees, or' did the grantor die seized of the estate?

It .is claimed by the grantee John W. Smith that he has no legal title to the property through the. deed, ■ nor does his sister, Mrs. Oberholtz. He prays that the deed be ordered cancelled and the “title * * * be *543 restored to the name of Charles Smith, deceased, and that the same be made part of the property of (the) decedent for administration.”

The contest before the court is between the two grantees (other heirs of the grantor are not parties); and although the vendees in the land contract are party defendants, there is no controversy as to them, as will hereinafter be noted.

It is’ established in this state, and generally throughout the country, that, where the owner of land delivers, to a third person, an instrument sufficient in form to convey land, with directions to the third person to see that the grantees named therein “get it” upon his death, the owner then and there intending to part with all right to withdraw, revoke or control the instrument, such owner delivers the instrument as his deed and is immediately and irrevocably bound by the provisions contained therein.

The Supreme Court of Ohio has expressed this general principle in the following terms:

“4. Where the grantor delivers his deed to a third person to be delivered by him to the grantee at the death of the grantor, without reserving to himself any control over the instrument, and such deed is delivered accordingly to the' grantee, the title passes to the grantee upon such last delivery, and, by relation, the deed takes effect as of the date of the first delivery.” Crooks v. Crooks, 34 Ohio St., 610. See, also, Patrick v. Parrott, 92 Ohio St., 184, 110 N., E., 725.

The “acceptance by the donee of a gift beneficial in character will be presumed, and this presumption prevails where the gift is delivered to a third person as trustee for the donee without the latter’s knowledge.” Streeper, Admr., v. Myers, 132 Ohio St., 322, 7 N. E. (2d), 554.

And, as applicable to the case under consideration, *544 acceptance by both grantees, to the extent of making inflexible the intention and delivery of the owner, is presumed.

The petitioner herein, to establish her right to partition, must establish by the necessary degree of proof that she is now the owner of a legal estate in the property. And proof of this fact must be by evidence that her father, the grantor, intended, in the delivery to lawyer Henley, to divest himself of his right to withdraw, revoke or control the instrument as completely as though he were delivering it to the persons named as grantees and by words or act expressly or impliedly acknowledged his. intention. Whether there was a delivery, in the legal sense, under a state of facts, is a question of law; however, it is a question of fact whether the facts, which the law requires to constitute the delivery, exist and are proved.

The instrument given by the owner to the third-person was adequate in form to convey the land to the grantees. The act of delivery and the language employed, considered alone, were adequate to expressly acknowledge the intention of the grantor to be immediately and unconditionally bound by the provisions of the instrument. Patrick v. Parrott, supra.

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Bluebook (online)
74 N.E.2d 574, 79 Ohio App. 540, 35 Ohio Op. 381, 1947 Ohio App. LEXIS 693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oberholtz-v-oberholtz-ohioctapp-1947.