Passoni v. Breehl

41 Ohio Law. Abs. 315, 29 Ohio Op. 220, 1944 Ohio Misc. LEXIS 178
CourtTuscarawas County Probate Court
DecidedSeptember 6, 1944
StatusPublished
Cited by6 cases

This text of 41 Ohio Law. Abs. 315 (Passoni v. Breehl) is published on Counsel Stack Legal Research, covering Tuscarawas County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Passoni v. Breehl, 41 Ohio Law. Abs. 315, 29 Ohio Op. 220, 1944 Ohio Misc. LEXIS 178 (Ohio Super. Ct. 1944).

Opinion

OPINION

By LAMNECK, J.

Edward Passoni died on the 2nd day of March, 1944, leaving a joint will executed by him and his surviving spouse on October 5, 1926. Following the probate of this instrument as his will, his surviving spouse, Mary Passoni, was appointed executrix of his estate.

The schedule of debts was filed in this estate on the 17th day of July, 1944, and on the same day the surviving spouse elected not to take under the will of the decedent.

On May 23, 1944, the surviving spouse filed a petition in this court in which she elected to purchase the decedent’s one-half interest in the mansion house, which she owned jointly with the decedent, at the appraised value of $3000.00.

Clementine Passoni Breehl and Adeline Passoni Párente, two of the children of the decedent, filed a special answer to the petition to purchase in which they pray that the petition be dismissed; that the surviving spouse be refused an order [317]*317permitting her to purchase the mansion house at the appraised value; that the election of the surviving spouse not to take under the will be set aside and held for naught; and that the joint will be declared a valid contract between the decedent and the surviving spouse.

Four separate questions arise from the pleadings in this case, viz:

(1) Does the probate court have jurisdiction to vacate the election of a surviving spouse under the last will and testament of a decedent?

(2) What is the remedy for breach of a contract to make a joint will?

(3) Is a surviving spouse bound by the provisions of a joint will entered into by such surviving spouse and a decedent if made in pursuance of a contract?

(4) What is the jurisdiction of the probate court in a proceeding of a surviving spouse to purchase the mansion house of a decedent at the appraised value?

The probate court is one of special and limited jurisdiction, and it can exercise only such powers as the constitution and statutes confer upon it. (In re Ferguson, 81 Oh St 58.)

Under Art. IV, §8, Constitution of Ohio, the probate court has jurisdiction “in probate and testamentary matters, the appointment of administrators and' guardians, the settlement of the accounts of executors, administrators and guardians, and such jurisdiction in habeas corpus, the issuing of marriage licenses, and for the sale of land by executors, administrators and guardians, and such other jurisdiction, in any county or counties as may be provided by law.”

Under §10501-53 GC, the probate court is empowered to exercise thirteen items of specific jurisdiction, but no part of this section confers any grant of general jurisdiction. It only confers such auxiliary or incidéntal powers in law and equity as are necessary to carry its specific powers therein conferred into effect.

The jurisdiction of the probate court to act on the election of a surviving spouse is not conferred by either Art. IV, §8, Constitution of Ohio, or by §10501-53 GC, but by virtue of §§10504-55 to 10504-64, inclusive, of the General Code. Under these sections the duties of the probate judge, if the election is made in person, are limited to an explanation of the provisions of the will and the rights of the surviving spouse, if any, under it and by law in the event of a refusal to take under the will. If the election is made by written instrument as in this case, the duties of the probate judge are limited to making a record of the election. When the probate judge makes an entry of [318]*318the election of a surviving spouse, his duty and authority regarding it are at an end.

■ If the. surviving spouse’s election not to take under the will is to be vacated, resort should be had to a court of equity to direct a cancelling of the election not to take. (See Davis v. Davis, 11 Oh St 386; Ward v. Sark, 19 O. N. P. (N. S.), 401; Lingart v. Ripley, 19 Oh St 24; Trust Co. v. Conrad, 42 Oh Ap 150, 181 N. E. 274; Bell v. Henry, 121 Oh St 241, 167 N. E., 880.)

Generally the remedy for breach of a contract to make a will is an action at law for damages or for specific performance, or a declaration of trust as against those who take legal title to the property in question. This is based on the theory that a will made in pursuance of contract is subject to revocation, and that actions for breach are not on the will itself but on the contract. It is the contract and not the will that is irrevocable. When avalid contract exists, the contract will be-enforced. (See Page on Wills, §88; Flower v. Flower, 32 Oh Ap 350; Minor v. Minor, 2 O. N. P. (N. S.), 439; Kennedy v. Kennedy, 45 Oh Ap, 249; Doyle v Fischer, 198 N. W., 763.)

In the Flower and Minor cases, supra, each surviving spouse accepted the provisions of the joint will in her favor. In the Flower case the survivor made a new will. The action in both cases arose after the death of the survivor. The court can find no case where an action was instituted before the death of the survivor. It must be conceded that the probate court has no jurisdiction in a suit for damage or for specific performance for breach of a contract to make a will. Under §10501-53 GC, the probate court does have “plenary power at law and in equity fully to dispose of any matter properly before the court, unless the power is expressly otherwise limited or denied by statute.” Under this provision the probate court would have jurisdiction to determine whether a petitioner would be es-topped from proceeding in a chse before it. Consequently the court may refuse an order in this case only if the surviving spouse is estopped from proceeding by reason of a valid contract barring her action; or, if any provision of §10509-89 GC, which is a ground for a refusal exists in this case.

A number of decisions, from Ohio and other states have been cited in this case, which hold that where a valid and subsisting agreement is entered into by two parties to leave property to each other, and joint or mutual wills are executed in pursuance thereof, and thereafter the contract is broken by one of them after death of the other, an action will lie for breach of contract, and in a proper case there may be specific [319]*319performance of contract or declaration of trust as against those taking title to the property in question.

The surviving spouse in this case may not execute another will, and if she does not make another will, she will have performed her portion of the contract if one exists. This will not be known until after her death. The mere fact that she has renounced the benefits under the contract in her favor would not in itself be a breach. In fact some courts hold that if a surviving spouse elects not to take under the joint will of a decedent, the joint will as her will is revocable during her lifetime. (Page on Wills, Sec. 88.)

In the jurisdictions outside of Ohio in which decisions have been cited, the court has found no statute which places a limitation upon the rights of a husband and wife to contract with each other, as that imposed by §8000 GC, which reads as follows:

“A husband and wife can not by any contract with each other alter their legal relations, except that they may agree to an immediate separation, and make provisions for the support of either of them and their children during the separation.”

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Related

In Re Estate of Line
701 N.E.2d 1028 (Ohio Court of Appeals, 1997)
In Re Estate of Witteman
239 N.E.2d 107 (Ohio Court of Appeals, 1968)
In re Estate of Piasecki
201 N.E.2d 840 (Cuyahoga County Probate Court, 1964)
In Re Estate of Fouts
145 N.E.2d 440 (Ohio Court of Appeals, 1957)
Clark v. Clark
141 N.E.2d 259 (Ross County Probate Court, 1955)

Cite This Page — Counsel Stack

Bluebook (online)
41 Ohio Law. Abs. 315, 29 Ohio Op. 220, 1944 Ohio Misc. LEXIS 178, Counsel Stack Legal Research, https://law.counselstack.com/opinion/passoni-v-breehl-ohprobcttuscara-1944.