Park National Bank v. Dillon

82 Ohio Law. Abs. 387
Licking County Court of Common Pleas·Decided September 15, 1959·No. No. 45510·Published

Opinion

OPINION

By HOLTSBERRY, J.

This action asks for the interpretation and construction of the last will and testament of Carl J. Dillon. The aged testator had devoted many years of his life to his profession of medicine, with offices in Newark. About one year before his death in September, 1958, the will in question was drafted. The typography, spelling and choice of words, the failure to complete a number of blank spaces, together with the evidence adduced and reasonable inferences therefrqm, all clearly indicate that the scriviner was not an attorney. It is apparent that the drafted will upon the printed blank Dr. Dillon obtained, was drafted by a layman, quite probably by himself.

The will, dispositive of a rather sizeable estate, includes ten items. He favorably remembered some 17 individuals, a hospital, church and public library. Each of the first nine items begins with the expression:

“I give, devise and bequeathe” (sic).

Item 1 “gives, devises and bequeathes” an apartment building and a sum of cash. Item 2 “gives, devises and bequeathes” a duplex residence. Item 3 “gives, devises and bequeathes” a residence. Item 4, Item 5, Item 6, Item 7, Item 8 and Item 9 “give, devise and bequeathe” cash legacies.

The problem confronting the Park National Bank of Newark as Executor concerns the distribution of the rather sizeable residue of the estate, and such problem is raised by Item 10, which reads:

“Item 10 I hereby direct that rest and residue of my estate be converted into cash and be divided equally among all devisees herein before named.”

[389] Who are “all devisees,” contemplated by the testator? Did he mean all named beneficiaries in the preceding nine items, or only those individuals given real property?

The first three items of the will specifically devise separate, distinct and individual parcels of real estate. The next six are specific gifts of money to individual persons and institutions.

The technical, legal meaning of the word “devisee” is: “The person to whom lands or other real property are devised or given by will.”

Concerning the use of this word, the same dictionary at page 573 says:

“The term ‘devise’ is properly restricted to real property, and is not applicable to testatmentary dispositions of personal property, which are properly called ‘bequests’ or ‘legacies.’ But this distinction will not be allowed in law to defeat the purpose of a testator; and all of these terms may be construed interchangeably or applied indifferently to either real or personal property, if the context shows that such was the intention of the testator.”

Rawle’s Third Revision of Bouvier’s Law Dictionary defines bequest, legacy and devise as follows:

“Bequest: A gift by will of personal property. Vol. 1, page 399.

“Legacy: A gift of personal property by last will and testament, Vol. 2, page 1900;

“Devise: A gift of real property by a last will and testament. Vol. 1, page 861.”

Webster’s unabridged dictionary defines the words bequest, legacy and devise in this manner:

“Bequest: 1. The act of bequeathing or leaving by will.

“2. Law. A legacy of personal property.

“Legacy: Property, especially personal property, bequeathed by a testator: a bequest;

“Devise: 1. Law. A gift of lands by a last will and testament.

“A bequest and a legacy differ from a devise in that they bequeath personal property, but the word is sometimes loosely used for any testamentary disposition of property.

“2. The act of bequeathing lands.

“3. A will, or a clause of a will, conveying real estate.”

It must be remembered in searching for judicial interpretation of the word “devise,” that certain references made in the Volume of Ohio Jurisprudence on the subject of wills, deals solely with the differences between ancestral and non-ancestral property, and the law cited therein has nothing to do with the problem here involved.

In a strict sense, the word “devise” is the proper term- to be used in a will to denote a gift of real property, and a “devisee” is, then, in this strict sense, a recipient of real property. .

But it must be noted that in the will under consideration, written apparently by a layman, the descriptive verbs “give, devise and bequeathe” are used repeatedly in each of the first nine items, without any attempt by choice of verbs to distinguish beween gifts of real property and personal property.

[390] Under the circumstances it seems unlikely and artificial suddenly, in Item 10, to impose on the testator’s apparent intent a strict construction of the word “devisee.” There had been no intent in the preceding nine items to place a strict technical meaning on these legal words. In fact, one can imagine the testator asking, “What shall I call the various beneficiaries, if not ‘devisees’? ‘Bequeathees’? ‘Bequestees’?”

It is stated in Moon, Admr., v. Stewart, 87 Oh St 357: “Rules for construing wills are less rigid than those for construing other instruments. Where a will bears the earmarks, as in this case, of having been drawn by a layman, and not by a lawyer, the court in the endeavor to arrive at the intent of the testator will not view the language technically, but liberally, and with reference to its popular meaning. It is very rare that any two wills present precisely the same question, and, therefore, in construing doubtful clauses the court will ascertain the intention of the testator, as the language of such clauses may reasonably be interpreted in the particular case, it has been well said that cases on wills may well guide as to general rules of construction, but unless a case be directly in point in its essentials circumstances and data, it should have little weight with the court.”

In Page on Wills, Volume 1, under the subject of Definitions, this Court notes that there are two classifications of definitions, technical meanings and popular meanings. Under popular meanings the work says that the word “devisees” in a loose and popular sense may be applied to one to whom personalty is given by will, and that “bequeath,” and “devise,” are frequently interchanged in popular usage. “Devise” is often used to refer to personalty and “bequeath” to include realty. See: Evans v. Price, 118 Ill. 593; Borgner v. Brown, 33 Ind. 391; Ladd v. Harvey, 21 N. H., 514; Allen v. Cameron, 181 N. Car., 120; Breen v. Davies, 94 Kan., 474; In re White, 125 N. Y., 544; In re Campbell, 27 Utah, 361; White v. Mass. Institute, 171 Mass. 34; Tyrell v. Kelley, 104 Neb., 555.

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Park National Bank v. Dillon, 82 Ohio Law. Abs. 387 (Ohio Super. Ct. 1959).

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