Polen v. Baker, Unpublished Decision (5-31-2000)

CourtOhio Court of Appeals
DecidedMay 31, 2000
DocketCase No. 99 CA 34.
StatusUnpublished

This text of Polen v. Baker, Unpublished Decision (5-31-2000) (Polen v. Baker, Unpublished Decision (5-31-2000)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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
Polen v. Baker, Unpublished Decision (5-31-2000), (Ohio Ct. App. 2000).

Opinion

[EDITOR'S NOTE: This case is unpublished as indicated by the issuing court.]

DECISION AND JUDGMENT ENTRY
This is an appeal from a summary judgment entered by the Pickaway County Common Pleas Court, Probate Division, construing the Last Will and Testament of Frances P. Haines, Deceased. David Baker and Bonita Hammond, defendants below and appellants herein, assign the following error for our review:

"THE TRIAL COURT ERRED IN DENYING DEFENDANTS-APPELLANTS' MOTION FOR SUMMARY JUDGMENT AND IN GRANTNG THE MOTION FOR SUMMARY JUDGMENT OF PLAINTIFF-APPELLEE."1

The record reveals the following facts pertinent to this appeal. In 1991, Frances P. Haines executed a Last Will and Testament making numerous specific bequests and providing for the disposition of her residuary estate as follows:

"All the rest, residue and remainder of my estate, both real and personal, of every kind and description, wheresoever situate which I may own or have the right to dispose of at the time of my decease, I order and direct my Executor hereinafter named to sell and reduce to cash, and to distribute the net proceeds therefrom to Dorothy Larndrum, Dixie Lee Polen, Dorothy N. Franklin, Ercil Cutler and George Baker, equally share and share alike, the same to be theirs absolutely, or to the survivors thereof."2

One of the named beneficiaries in this clause, George Baker, died in 1994 leaving two (2) children, David Baker and Bonita Hammond, appellants herein. Ms. Haines passed away herself on November 21, 1997, without leaving any additional testamentary instructions to address the death of the aforesaid residual beneficiary. Her Will was admitted to probate and Dixie Lee Polen, plaintiff below and appellee herein, was duly appointed Executor of the Estate.

On January 11, 1999, Ms. Polen commenced the action below seeking construction of the Will and guidance as to whether the residuary estate should be divided equally among the surviving residual beneficiaries or whether the antilapse statute set forth in R.C. 2107.52(B) would apply so that appellants would step into the place of their deceased father and take the share that would have been distributed to him had he survived.3 Appellants filed an answer and counterclaim admitting the material allegations in the case and asking that the Will be construed, and the antilapse statute applied, in such a manner that they would share in the portion of the residuary estate that would have passed to their father.

Both sides filed motions for summary judgment asserting that there were no genuine issues of material fact and that they were entitled to judgment as a matter of law. The trial court rendered a decision on October 12, 1999, that granted the Executor's motion and overruled the appellants' motion. The court reasoned that: there was "no ambiguity with respect to the language used in the residuary clause" and that the testator intended only for the named residual beneficiaries to share in "the net proceeds of her estate." If one of those named beneficiaries did not survive, the court continued, "then that person does not exist and the surviving members are to equally divide the net proceeds." The court opined that "[i]f the testator wanted the issue of one of these beneficiaries to take his or her share, [the] testator would have used the appropriate language to reflect. that intention" but no "such language was used." Given this lack of ambiguity, and considering the clearly expressed intent of the testator that only the named beneficiaries were meant to share the residuary estate, the court ruled that the antilapse statute had no application in this instance and that appellants were not entitled to take their father's share of the decedent's estate. Judgment to that effect was entered on October 20, 1999, and this appeal followed.

I
Before addressing the assignment of error on its merits, we first pause to consider the appropriate standard of review. An appeal from a summary judgment is considered de novo. Broadnaxv. Greene Credit Service (1997), 118 Ohio App.3d 881, 887,694 N.E.2d 167, 171; Coventry Twp. v. Ecker (1995), 101 Ohio App.3d 38,41, 654 N.E.2d 1327, 1329; Maust v. Bank One Columbus, N.A. (1992), 83 Ohio App.3d 103, 107, 614 N.E.2d 765, 768. That is to say that no deference is afforded the trial court's decision,see Hicks v. Leffler (1997), 119 Ohio App.3d 424, 427,695 N.E.2d 777, 779; Dillon v. Med. Ctr. Hosp. (1993), 98 Ohio App.3d 510,514-515, 648 N.E.2d 1375, 1378; Morehead v. Conley (1991),75 Ohio App.3d 409, 411-412, 599 N.E.2d 786, 788, and an appellate court conducts its own independent review to determine if summary judgment was appropriate. Woods v. Dutta (1997), 119 Ohio App.3d 228,233-234, 695 N.E.2d 18, 21; Phillips v. Rayburn (1996),113 Ohio App.3d 374, 377, 680 N.E.2d 1279, 1281; McGee v. GoodyearAtomic Corp. (1995), 103 Ohio App.3d 236, 241, 659 N.E.2d 317,320. Such relief is appropriate under Civ.R. 56(C) when the movant demonstrates that (1) there is no genuine issue as to any material fact, (2) it is entitled to judgment as a matter of law, and (3) reasonable minds can come to but one conclusion and that conclusion is adverse to the opposing party; said party being entitled to have the evidence construed most strongly in its favor. Zivich v. Mentor Soccer Club, Inc. (1998), 82 Ohio St.3d 367,369-370, 696 N.E.2d 201,

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Bluebook (online)
Polen v. Baker, Unpublished Decision (5-31-2000), Counsel Stack Legal Research, https://law.counselstack.com/opinion/polen-v-baker-unpublished-decision-5-31-2000-ohioctapp-2000.