Probert v. Gibbons

104 N.E.2d 592, 61 Ohio Law. Abs. 251
CourtOhio Court of Appeals
DecidedJune 25, 1951
DocketNo. 4538
StatusPublished
Cited by1 cases

This text of 104 N.E.2d 592 (Probert v. Gibbons) 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
Probert v. Gibbons, 104 N.E.2d 592, 61 Ohio Law. Abs. 251 (Ohio Ct. App. 1951).

Opinion

[252]*252OPINION

By THE COURT.

This is an appeal on questions of law from a declaratory judgment of the Probate Court construing the Last Will and Testament, and particularly Item 6, of Kathryn Marker, deceased.

The pleadings raise issues other than those adjudicated but we give attention only to the judgment from which the appeal is prosecuted and the errors assigned thereto. There is a bill of exceptions containing the testimony presented to the trial judge and the judgment entry sets out separate findings of fact and conclusions of law.

The twelfth paragraph of the judgment entry announces the construction adopted by the trial judge of Item 6 of the will in this language:

“That from the language of said Item VI of said will, the manner in which it is used and the testimony of extrinsic facts, the true intention of the testatrix was that if her husband, Clarence M. Marker, could not take under the provisions made for him in her will, that Andrew J. Gibbons should take thereunder, and that the last sentence in said Item VI is dispositive and creates a gift over in favor of Andrew J. Gibbons.”

And that,

“It is, therefore, ordered, adjudged and decreed that Andrew J. Gibbons is the sole legatee and devisee under the will of Kathryn M. Marker.”

Seven errors are assigned. The first is that,

“The Court erred in arriving at the conclusion and expressing the opinion, before any testimony was offered on the subject, that there was a latent ambiguity in the will of Kathryn Marker.”

We find this assignment not well made in and of itself because it could not have been prejudicial if the Court, upon the evidence received, reached a correct conclusion.

The second assignment,

“The Court erred in presuming, as a matter of law, that a testator may not intend to die intestate unless a contrary intention is affirmatively shown by the language of the will.”

Like the first assignment this error, if it occurred, could not be prejudicial in and of itself. The other five errors assigned all relate directly or indirectly to the correctness of the judgment of the trial judge and the processes by which he reached that judgment.

Item 3 of the will of Kathryn Marker provides:

“I give, devise and bequeath unto my dear husband, Clarence M. Marker, all my property, real, personal, or mixed and [253]*253wheresoever situated including all of my life insurance, payable to my estate to be his absolutely and in fee.”

Clarence M. Marker and Kathryn Marker were husband and wife. • Both died of natural causes, he on the 28th of February, 1949, and she on the 30th of May, 1949. Both had made their wills on February 8, 1941. The wills were alike in subject matter except that in the husband’s will Kathryn Marker, the wife, was given a fee under the third item thereof and in the wife’s will, the husband was given a fee in the third item thereof. The sixth items are identical.

The appellants claim that the will of Kathryn Marker is plain, clear and unmistakable in meaning. The appellees claim and the trial judge found that there was a latent ambiguity in Item 6; that the last sentence of Item 6 should be construed to be a gift over to the effect that as there was no one to take under the will by the preceding paragraph, “it was all to go to Andrew J. Gibbons.”

The briefs in this case are very thorough and explore every aspect of the case as developed upon the record.

Appellees contend, among other things, that one of the following two propositions must be true, and inescapable:

(1) “The ambiguity in this will must be construed in favor of Andrew J. Gibbons, the only named legatee and devisee in light of the extrinsic evidence, or

(2) Without the aid of extrinsic evidence, the will of this decedent, Kathryn Marker, manifests the over-all intent that the primary beneficiary was to be her husband, Clarence Marker; the second beneficiary, Andrew J. Gibbons, if her husband did not or could not take under the provisions of her will by reason of his prior death.”

We agree that the will manifests the over-all intent of the testatrix that the primary beneficiary was to be her husband, Clarence Marker, and that the second beneficiary was Andrew J. Gibbons, but, we cannot agree either that there was any ambiguity in the will or that its over-all intent was to name Andrew J. Gibbons as a devisee and legatee if her husband did not or could not take under the provisions of her will “by reason” (alone) “of his prior death.”

Most of the cases cited are germane only if it be determined that there is an ambiguity in the will as developed by the extrinsic testimony.

It is fundamental that if the language employed in a will has a definite, unmistakable meaning nothing extrinsic to the will may be offered or accepted for the simple reason that the effect of such testimony, if supporting would add nothing to it and if controverting would be in derogation and in violation of the clear intendment as expressed.

[254]*254It develops that Kathryn Marker survived her husband by approximately three months and died of natural causes; therefore, they did not die in a common casualty or catastrophe nor under circumstances wherein it could not be readily determined which of them expired first. These are the contingencies and the only contingencies upon the happening of either of which the estate devised to Andrew J. Gibbons was to vest. It is conceded as it must be, that the first conditions, namely, common casualty or catastrophe, could be given no application but it is urged that “if the testatrix’s death and that of her husband occur under such circumstances that it can (cannot) be readily determined which of them expired first then her property would go to Andrew J. Gibbons.” This, in our judgment, is placing into the will by parol the very opposite of that which is written therein.

There were but two dispositive items in this will, 3 and 6. Upon the death of the husband under Item 3 of his will, identical with Item 3 of the will under consideration, Kathryn Marker took an estate in fee simple. This is true because the only events which could have prevented such vesting are those set forth in Item 6 of the husband’s will. No one of them occurred and Item 6 thus becomes a nullity because there was no such subject matter at the time of the death of either upon which it could operate.

We are unable to find that there is any ambiguity whatever in Item 6 in connection with Item 3 of the will of testatrix. They relate to and are intended to meet entirely different situations. Item 3 was to be effective, if testatrix’s husband survived her and the contingencies to which Item 6 applied did not occur and therefore it was inapplicable and without effect.

Before any testimony may be received bearing upon a latent ambiguity in a will its language must be susceptible to proof that it will apply equally to two or more subjects or things. Townsend’s Exrx. v. Townsend, et al., 25 Oh St 477. The will under consideration here permitting of no such interpretation, the testimony purposed to disclose a latent ambiguity was improperly received.

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Bluebook (online)
104 N.E.2d 592, 61 Ohio Law. Abs. 251, Counsel Stack Legal Research, https://law.counselstack.com/opinion/probert-v-gibbons-ohioctapp-1951.