Reiss, Exr. v. Pearson

101 N.E.2d 7, 89 Ohio App. 153, 45 Ohio Op. 422, 1951 Ohio App. LEXIS 696
CourtOhio Court of Appeals
DecidedJune 4, 1951
Docket22155
StatusPublished
Cited by1 cases

This text of 101 N.E.2d 7 (Reiss, Exr. 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
Reiss, Exr. v. Pearson, 101 N.E.2d 7, 89 Ohio App. 153, 45 Ohio Op. 422, 1951 Ohio App. LEXIS 696 (Ohio Ct. App. 1951).

Opinion

Thompson, J.

This cause comes to this court on appeal on questions of law from a judgment of the Pro *154 bate Court of Cuyahoga County Ln an action by an executor for construction of a will. The defendants are a sister of decedent and the executor in his individual capacity as a legatee. The will of decedent, after providing for payment of debts, declared as follows:

“Item 2. All of my real property consisting of a single house and lot located at 14319 Alder avenue, East Cleveland, Ohio, I give and devise to Nelson B. Reiss of East Cleveland, Ohio, absolutely and in fee simple.

“Item 3. 1 give and bequeath to Nelson B. Reiss, for use during his life, all my shares of the capital stock, of the National Screw & Manufacturing Company, consisting of 304 shares at the present time, but any shares of said capital stock remaining undisposed of, on the death of said Nelson B. Reiss, shall revert to and become the property, absolutely, of my sister, Laura Helen Pearson, residing at 745 Twenty-First Avenue, North, St. Petersburg, Florida.

‘ ‘ Item 4. I give and bequeath all my remaining personal property to said Nelson B. Reiss, to dispose of, as he sees fit; and I appoint said Nelson B. Reiss, to be the executor of this my last will and request that no bond be required of him, as such executor. Dated at Cleveland, Ohio this 10th day of April 1947.

“Mary Amelia Hosick”

It will be noted from the foregoing that the executor, Reiss, is the devisee of the real estate and residuary legatee. The sole question raised by the petition for construction of the will is as to the nature of his interest as legatee in the shares of stock in the National Screw & Manufacturing Company bequeathed in item three. It was stipulated in the hearing in the Probate Court that decedent sold 50 shares of this stock after making her will, leaving 254 shares in her name at the time of her death.

*155 The Probate Court in its decree found that the executor was granted only a life interest in the 254 shares of stock, declared him to be entitled to the dividends on such stock only during his lifetime, and held that the shares themselves would pass upon his death to the decedent’s sister.

Reiss on appeal to this court claims he is entitled not only to the dividends but to the principal of the stock as well.

The cardinal principle in the construction of wills has been frequently stated. In Tax Commission v. Oswald, Exrx., 109 Ohio St., 36, at page 48, 141 N. E., 678, Judge Day phrased the principle as follows:

“Now, it. is rudimentary in the construction of wills that the intention of the testator is to be ascertained, and the whole will given force and effect, if such a construction can be reached consistent with the application of legal principles, and that, when an instrument is open to two constructions, one of which will give effect to the whole instrument and the other will destroy a part of it, the former must always be adopted.”

It is because of this difficulty in determining the intention of the testator that a court usually obtains little help in a will construction case from other decided cases. 33 American Jurisprudence, 470, 471, Section 11. We have made a careful search of the Ohio and other decisions, but most of these have been of small avail as a guide-in the instant case. The sole question-here is whether the testatrix intended to give a mere life estate in the stock to the legatee, Reiss, with the right to use dividends only and a gift over to her sister of the entire principal, or whether Reiss was given the right to sell, consume, or dispose of the stock for the purpose of maintenance and support.

We have examined the original will and it is appar *156 ant that the typist rather than the testatrix supplied the punctuation, or at any rate someone unfamiliar with elementary rules of punctuation. Numerous commas are misplaced. In ascertaining the intention of the testatrix, we are unable to obtain aid in interpretation by bearing down on the punctuation supplied in this will. Note, for example, in item three above quoted, the comma after the word, “stock,” in the phrase, “stock of the National Screw & Manufacturing Company.” It is this faulty punctuation generally in the will which adds to the difficulty of ascertaining whether the phrase in item three, “but any shares of said capital stock remaining undisposed of,” refers to shares undisposed of by testatrix at her death or shares undisposed of at the death of Reiss.’ We are compelled to reach our conclusions without too rigid adherence to the rules of punctuation.

With this preliminary comment, and recognizing that a life estate may be created in personal property, was a life estate created by this will of a nature granting the life tenant the right to use and consume the principal? We believe it was not. We find the word, “use,” in item three, as employed by the testatrix, to be of particular significance as we reach this conclusion. Reiss is given the stock “for use during his life.” No other words amplify or add to this phrase. Reiss is given no right to sell or to consume, but is given the “use” only. If the personalty involved in this case had been an automobile, furniture, books, or personal effects, we believe it would be readily agreed that the word, “use,” would imply the right of use until exhaustion, but such grant would not of itself imply the right of sale of the object. Why should the mere grant of use of securities imply a right to sell or consume the principal? We believe it does not. The mere fact that, the use of an automobile may have *157 more pleasurable incidents for a life beneficiary than the use of stock of equivalent value does not permit us ‘to find that a right of sale is impliedly attached to the use in the latter ease. There being a gift over upon the death of Reiss, we can not find any implied right to sell or to consume the principal.

Where courts have found such right of sale or consumption coupled with a life estate, it has ordinarily been the result of express words to that effect, and not by implication. Cases cited as authority by the attorney for the executor are proof of this statement. Thus, in De Wolf v. Frazier, 80 Ohio App., 150, 73 N. E. (2d), 212, item five of the will provided as follows:

“Item 5. The balance of my estate both real and personal of every description be given to my sister, Agnes Frazier, of Sidney, Ohio, if she still be living, to do with and use as she see best fit to do. And after her death what is left if any be given to my nephew’s children which are now living, of Urbana, Illinois, to share and share alike.”

In view of the broad language used in the grant of the estate to Agnes, the court there held that it was the intention of the testatrix to give a life estate to Agnes with power to consume, and that upon the death of Agnes the nephew’s children became the absolute owners of all the property which was unconsumed.

We find that the will in the instant case gives lesser rights to the life beneficiary than was given by the will in the case of De Wolf v. Frazier, supra.

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Related

Marsh v. Wilson
216 N.E.2d 73 (Cuyahoga County Probate Court, 1966)

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Bluebook (online)
101 N.E.2d 7, 89 Ohio App. 153, 45 Ohio Op. 422, 1951 Ohio App. LEXIS 696, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reiss-exr-v-pearson-ohioctapp-1951.