Oliver v. Bank One, Dayton, N.A.

1 Ohio App. Unrep. 78
CourtOhio Court of Appeals
DecidedJanuary 31, 1990
DocketCase No. 11817
StatusPublished

This text of 1 Ohio App. Unrep. 78 (Oliver v. Bank One, Dayton, N.A.) 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
Oliver v. Bank One, Dayton, N.A., 1 Ohio App. Unrep. 78 (Ohio Ct. App. 1990).

Opinion

FAIN, J.

The issue in this case, as framed by the trial court, is "* * * whether legacies to legatees not related by blood to the testator who predeceased the testator, lapse or pass to their issue * * * pursuant to R.C. [2U07.52 or otherwise." The trial court found that because the bequests in question were made to persons who were not blood relatives of the testator, the bequests failed and became part of the residue of the estate, absent any language that could save the bequests. Defendant-appellant Charles D. Hopper argues that the trial court erred by failing to construe the will and find the true intent of the testator-the true intent being that the bequests should not have lapsed. We conclude that the trial court did, in fact, construe the will. However, we further conclude [79]*79that under the peculiar facts of this case, the trial court's construction of the testator's intent as expressed in the will is erroneous. Accordingly, the judgment of the trial court will be reversed, and, pursuant to App. R. 12(B), this court will enter a declaratory judgment that the bequests to Mae Reed and Walter M. Shiverdecker did not lapse at their deaths, respectively.

I

On September 26,1966, James F. and Edna Irene Shiverdecker executed reciprocal wills containing identical provisions. The wills provided that upon the death of the first spouse, the surviving spouse would inherit the entire estate. Upon the death of the surviving spouse, certain named beneficiaries would inherit the estate.

Mr. Shiverdecker predeceased his wife, thus leaving Mrs. Shiverdecker with the entire estate. Mrs. Shiverdecker died in 1987. In pertinent part, Mrs. Shiverdecker's will provided that:

* * * I direct that all the rest, residue and remainder of my estate * * * be converted into cash money * * * and be divided into one hundred (100) equal parts or shares and I, then, give and bequeath to my relatives hereinafter (100) equal parts or shares and I, then, give and bequeath to my relatives hereinafter named, said equal parts or shares in proportions hereinafter set after each name, viz:
(1) To my nephew, WILLIAM H. REI-MULLER * * * twenty-six (26) such equal parts or shares * * * .
(2) To my husband's sisters, (Mrs.) MAE REED * * * twenty-three (23) such equal parts or shares * * *.
(3) To my husband's sister, OSIE S. BAIR * * * twelve (12) such equal parts or shares * * *
(4) To my husband's sister, RUTH WOLFGANG * * * twelve (12) such equal parts or shares * * * .
(5) To my husband's brother, WALTER M. SHIVERDECKER * * * four (4) such equal parts or shares * * * .
(6) To The Winters National Bank and Trust Company of Dayton, Ohio, twenty-three (23) such equal parts or shares, to Hold in Trust * * *
(a) To distribute the net income from the trust property to my husband's sister, MARY PLESSINGER * * *
(b) If upon my husband's sister's decease before said fund is exhausted, or if she predeceases me in death, the said fund or remainder of said trust shall be paid over and distributed to her daughters * * *:
To WANDA BAIR * * * two-thirds (2/3) of said trust fund * * * and To DONNA MARIE WILLIAMS * * * the remaining one-third (1/3) of said trust fund * * *. (Emphasis added.)

Of the named residuary beneficiaries, Mrs. Shiverdecker was predeceased by her sister-in-law Mae Reed, her brother-in-law Walter M. Shiverdecker, and her sister-in-law Mary Plessinger. Mrs. Shiverdecker's will was admitted to probate. Thereafter, plaintiff-movant Laura E. Oliver, the daughter of Walter M. Shiverdecker, filed a complaint in the trial court seeking construction of Mrs. Shiverdecker's will. Hopper, the executor of the estate of Mae Reed's daughter, LaVaunn Hopper, filed a cross- claim also seeking construction of Mrs. Shiverdercker's will. Both Oliver and Hopper argued that the bequests to Walter M. Shiverdecker and Mae Reed should not lapse, pursuant to R.C. 2107.52,1 23456the "anti-lapse" statute, because Mrs. Shiverdecker's reference to them as "relatives" indicated that she intended the bequests not to lapse.

In its decision, the trial court found that an "in-law" is not a relative under the anti-lapse statute. The court held that the term "relative," as used in the anti-lapse statute, is limited to those persons who are related to the testator by consanguinity an does not include those persons related by affinity.

From the judgment of the trial court, Hopper appeals.

II

Because both of Hooper's Assignments of Error are related, we will address them together. Hopper's First and Second Assignments of Error are as follows:

FIRST ASSIGNMENT OF ERROR
THE PROBATE COURT ERRED WHEN IT FAILED TO CONSTRUE THE LAST WILL AND TESTAMENT OF EDNA IRENE SHIVERDECKER AND [80]*80DETERMINE THE INTENT OF THE TESTATOR.
SECOND ASSIGNMENT OF ERROR
IN FAILING TO CONSTRUE THE WILL AND FINDING SOLELY THAT THE OHIO ANTI-LAPSE STATUTE, OJI.C. SECTION 2107.52 DID NOT APPLY, THE PROBATE COURT DID NOT DETERMINE THE INTENT OF THE TESTATOR, WHICH WAS TO PROVIDE FOR THE ISSUE OF ANY RESIDUARY BENEFICIARY WHO PREDECEASED THE TESTATOR SINCE THE TESTATOR DIRECTED SUCH PERSON NAMED IN HER WILL BE CONSIDERED HER "RELATIVES".

Essentially, Hopper argues that: 1) the trial court failed to construe the will and determine the intent of Mrs. Shiverdecker; and 2) had the trial court determined Mrs. Shiverdecker's intent, it would have found that her use of the term "relative" was intended to prevent the lapse of the residuary bequests at issue in the case before us. We agree with Hopper in part, and disagree with him in part.

With regard to Hopper's first argument, we conclude that the trial court did, in fact, construe the provisions of Mrs. Shiverdecker's will. In the final paragraph of its Decision and Entry, the trial court provided that "[Shiverdecker's residuary] bequest is absent any language that could save the bequest, there being no substitute legatee or saving language, and therefore, the bequest fails and the bequest becomes part of the rest and residue of the state." This language indicates to us that the trial court reviewed the provisions of Mrs. Shiverdecker's will and found that because there was "no substitute legatee or saving language" the intent expressed by Mrs. Shiverdecker was that the residuary bequest would not be prevented from lapsing. However, due to the reasons set forth below, we conclude that the trial court's construction of Mrs. Shiverdecker's will was erroneous.

Hopper's First Assignment of Error is overruled.

With regard to Hopper's Second Assignment of Error, we conclude that the particular facts of this case clearly manifest the testator's intent that the bequest to her in-laws not lapse and that the trial court should have construed the will accordingly.

The wills drafted by Mr. and Mrs. Shiverdecker were reciprocal wills. Both wills were drafted and executed at the same time, and both wills contain identical provisions.

In Item III of both wills, Mr. and Mrs.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Kegler, Admx. v. Kempter
58 N.E.2d 701 (Ohio Court of Appeals, 1942)
Kovar v. Kortan
209 N.E.2d 762 (Cuyahoga County Probate Court, 1965)

Cite This Page — Counsel Stack

Bluebook (online)
1 Ohio App. Unrep. 78, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oliver-v-bank-one-dayton-na-ohioctapp-1990.