Pearson v. Pearson

16 N.E.2d 837, 58 Ohio App. 503, 26 Ohio Law. Abs. 485, 12 Ohio Op. 300, 1938 Ohio App. LEXIS 485
CourtOhio Court of Appeals
DecidedFebruary 4, 1938
StatusPublished
Cited by3 cases

This text of 16 N.E.2d 837 (Pearson v. Pearson) 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
Pearson v. Pearson, 16 N.E.2d 837, 58 Ohio App. 503, 26 Ohio Law. Abs. 485, 12 Ohio Op. 300, 1938 Ohio App. LEXIS 485 (Ohio Ct. App. 1938).

Opinion

Hornbeck, J.

This is an appeal on questions of law from a judgment of the Prohate Court.

Plaintiff, in her petition for a declaratory judgment, says that Robert E. Pearson, as executor of the estate of Lorain A. Pearson, deceased, reported an inventory and appraisal of the estate amounting to $140,000; that the appraisers set off exempted property of the value of $2,500 to the plaintiff, who was the widow of the deceased, which set-off was reported in Schedule F *504 of the inventory and appraisement, and allowed the $2,500 as her yearly allowance, set forth in Schedule G; that thereafter certain of the appellees, heirs and legatees of the deceased, filed exceptions to the allowance made to the widow under Schedules F and G of the inventory and appraisement; and the ground for the exceptions was that the plaintiff, prior to her marriage to Lorain A. Pearson, verbally entered into an antenuptial contract, which oral contract was thereafter, to wit, on January 13, 1936, reduced to writing. It is further alleged that the appellant answered to the exceptions, denying that the purported contract was a bar to the allowance to the widow under Schedules F and G; and that on the date that the exceptions were to be heard, namely, August 12, 1935, the survivors withdrew the specific exceptions to Schedules F and G and filed general exceptions, which were overruled by the court. The petition for a declaratory judgment sets up, in its entirety, the written contract upon which the exceptions to Schedules F and G were predicated and avers that the contract was signed four years and seventeen, days' after the marriage of the parties thereto; and that by virtue of Section 10512-3, General Code, this agreement will be deemed valid unless attacked within six months after the appointment of defendant, executor.

In the body of the petition plaintiff asks the court for an affirmative declaration or judgment to the effect that the written instrument is' null and void and in the prayer thereof seeks judgment and declaration “in regards to the validity of the written instrument * * *; that the same be declared null and void; that the court establish and find that plaintiff’s rights, status and legal relations as surviving spouse of her deceased husband, * * * are not in any way affected by *505 reason of the signing and execution of said written instrument aforesaid; and that she be granted any other or further relief in the premises which the court deems just and proper.”

Defendants, other than the executor and Robert E. Pearson as an individual, in their answer to the petition, in so far as germane to the question for consideration on the appeal, admit and allege the execution of the agreement set out in the petition and aver that it was reduced to writing and signed as required by Section 8621, General Code, that it was duly witnessed and acknowledged, “and that by reason of said antenuptial contract plaintiff’s rights under the law in and -to the estate of Lorain A. Pearson are released and barred.” The prayer of the answer is that the written instrument be declared and adjudged valid and binding upon the plaintiff and for such other and further relief to which defendants may be entitled.

The cause was tried to the probate judge. There was, upon the pleadings, presented to the trial court the necessity of considering and determining the effect of the written contract as it related to the rights of the widow as a surviving spouse of decedent. No formal objection to the jurisdiction of the trial court appears in the transcript of docket and journal entries'. The trial judge, however, handéd down an opinion wherein he refused to enter a declaratory judgment for the reasons that the court was without jurisdiction to determine the subject-matter of the issues presented and that such finding if made would not terminate the controversy between the parties. The appellant challenges the correctness' of the determination of the trial judge and the answering appellees support that conclusion.

We have been favored with the opinion of the trial *506 court, and counsel for the respective parties have carefully briefed the questions presented. We may safely assert several propositions, namely, that a controversy had occurred and was in prospect between the surviving spouse of the deceased and the answering defendants, heirs and legatees of deceased; that the executor could not safely make distribution of the personal estate until and unless the rights of the surviving spouse under the law were determined; and that, if the written contract set forth in the petition was valid and effective in its terms, the rights of the widow would be greatly decreased and possibly denied altogether, and, on the other hand, if the instrument was held to be void, invalid or ineffective, then she would be entitled to share as surviving spouse accordingly. Such determination, then, as to the effect of the written contract on the respective rights of the parties under the pleadings would, in our judgment, terminate the controversy which had or would arise in the settlement of the Lorain A. Peárson estate and to that extent remove any uncertainty as to the status of the surviving spouse. In this connection the provisions of Section 12102-5, General Code, are pertinent:

“The enumeration in sections 2, 3 and 4 does not limit or restrict the exercise of the general powers conferred in section 1, in any proceeding where declaratory relief is sought, in which a judgment or decree will terminate the controversy or remove an uncertainty.”

Section 12102-6, General Code, authorizes the trial court to refuse to enter declaratory judgment or decree, if such judgment or decree would not terminate the uncertainty or controversy, giving rise to the proceeding. This section, in our judgment, was not effective to authorize the trial judge to refuse to enter the declaratory judgment.

*507 The next and more difficult question is whether the court had jurisdiction to entertain the prayer for judgment and to grant any relief thereunder.

It should be observed that not only did the plaintiff seek a declaration of the court as to the effect of the contract, but likewise the answering defendants affirmatively prayed that it be declared to be a valid and effective instrument, the effect of which was to defeat the right of the widow to those benefits to which she would, in the absence of such agreement, be entitled.

We have held in several instances, notably in Abicht, Exr., v. O’Donnell, 52 Ohio App., 513, 3 N. E. (2d), 993, that the Probate .Court has broad equity powers under Section 10501-53, General Code, as to all matters incident to the direction, control, conduct and settlement of accounts of executors and order of distribution of estates. The other or further power granted to Probate Courts by the Uniform Declaratory Judgments Act is largely confined to the form of relief and the procedure incident to invoking that relief rather than to the substantive jurisdiction of the court.

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Cite This Page — Counsel Stack

Bluebook (online)
16 N.E.2d 837, 58 Ohio App. 503, 26 Ohio Law. Abs. 485, 12 Ohio Op. 300, 1938 Ohio App. LEXIS 485, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pearson-v-pearson-ohioctapp-1938.