Richland Trust Co. v. Bridges

51 N.E.2d 657, 72 Ohio App. 289, 27 Ohio Op. 133, 1943 Ohio App. LEXIS 693
CourtOhio Court of Appeals
DecidedMay 11, 1943
Docket606 and 614
StatusPublished

This text of 51 N.E.2d 657 (Richland Trust Co. v. Bridges) 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
Richland Trust Co. v. Bridges, 51 N.E.2d 657, 72 Ohio App. 289, 27 Ohio Op. 133, 1943 Ohio App. LEXIS 693 (Ohio Ct. App. 1943).

Opinion

Sherick, J.

Both of these causes had their origin in the Probate Court, and come to this court on appeals on questions of law. The actions are consolidat *290 ed in this court. Cause No. 606 is a matter of exceptions filed to the final account of the guardian of Martha E. Brown. Its only purpose and the relief sought was to change the property accounted for back into the identical property which the guardian • originally received. The exceptors, who are the James E. Brown heirs, failed to accomplish their purpose. They appeal from the order which denied them relief. This-appeal is of little consequence in view of the fact that cause No. 614, an action for a declaratory judgment instituted by the subsequent administrator of the estate of Martha E. Brown, now deceased, resulted in their favor. That is, the declaratory judgment established the same right which the exceptors sought. The question, therefore, which this court must solve is whether this judgment is contrary to law. The agreed statement of fact in the second action discloses the following facts.

On January 21,1938, James E. Brown died intestate. He was survived by his widow, Martha E. Brown, who was his only heir at law. From long prior to her husband’s death to the 23rd day of May, 1942, the date of her death, Martha E. Brown was insane and confined in a state hospital. She likewise died intestate. By operation of law, Martha E. Brown inherited the fee in the property of which her husband died seized. Martha E. Brown had no separate estate. She had m> nearer next of kin or heirs at law than surviving brothers and sisters and those that stand in lieu thereof. James E. Brown is likewise Survived by brothers and sisters and those who stand in lieu thereof.

James E. Brown died seized of the following property :

*291 Three valueless notes appraised at $ 3.00

Mansfield B. & L. Co. savings account 3,718.56

Mechanics B. & L. Co. account 2,645.50

Mechanics B. & L. Co. savings account • 10,063.74

Citizens S. & L. Co. account 4,544.23

Richland Trust Co. checking account 305.62

His administrator duly accounted for and assigned these debtor and creditor accounts to the guardian of Martha E. Brown. James E. Brown also died seized of 24% acres of land, which by certificate of transfer at his death were transferred to her. During the course of the guardianship, her guardian, by a proper proceeding to sell land for a better investment and upon the authority of a valid court order, sold and conveyed the real estate to another.

It is also stipulated that the administrator of the estate of James E. Brown had paid to the guardian of Martha E. Brown, the sum of $3,500 in cash as the widow’s statutory exemption of $2,500 and as the widow’s year’s allowance of $1,000.

It is further agreed that the relict’s guardian, at the solicitation of his bonding company, with the knowledge of, but without having made application or obtaining an order of the Probate Court, closed all of the accounts so by him received, and these sums together with the proceeds of the sale of real estate, and the cash representing the widow’s year’s allowance and statutory exemption, were converted into the following items:

Three valueless notes $ 3.00

Richland Trust Co. checking account 450.18

10 U.S. Savings Bonds, appraisal $7,500 8,000.00

1 U.S. Treasury Bond face value $500 535.00

5 U.S. Treasury Bonds face value $5,000 5,350.00

Richland Trust Co. saving account 2,156.80

The Farmers S. & T. Co.- savings account' 5,214.82

Mansfield S. T. Natl. Bank savings account 5,214.82

*292 These items at the conclusion of the guardianship were delivered over to and are now held by the administrator of the estate of Martha E. Brown. By its petition the administrator asks for instruction by the court as to whom this fund shall be distributed. That is, shall it all go to the brothers and sisters of the wife relict, who are the Bridges; or is any part of it to descend to the brothers and sisters of James E. Brown?

It will be perceived that the matters in issue spring from and require a re-examination of Section 10503-5, General Code, popularly known as the “half and half” statute.

The trial court determined that the sum of $3,500, which represents the widow’s statutory exemption and year’s allowance, as well as the earnings subsequent to the death of the relict, are not within Section 10503-5, General Code, and descended to the Bridges heirs. It was otherwise held that, as to the balance of the estate, the same was the “identical” property which came from James E. Brown, in which the Brown and Bridges heirs shared equally under the “half and half” statute.

At first blush it would seem.from Guear v. Stechschulte, Admr., 119 Ohio St., 1, 162 N. E., 46; Wilson v. Eccles, 119 Ohio St., 184, 162 N. E., 797; and Knauss, Admr., v. Knauss, 58 Ohio App., 183, 16 N. E. (2d), 483, together with the subsequent amendment of Section 10503-5, General Code, 119 Ohio Laws, 394, 396, 397, which now embodies the proviso “identical property” coined by the Supreme Court as the prenatal, though then undeclared, legislative intent, that the declaratory judgment appealed from must be reversed. Our temerity, however, prompts hesitancy and further inquiry in view of the particular factual situation herein encountered. We believe that we can fully justify a departure from the rule of the authorities noted.

*293 So far as we are able to learn, only a few of the states have to date perceived the injustice of the usual course of descent of property of a deceased spouse, through a husband or wife relict, when both died intestate and neither are survived by heirs at law nearer of kin than surviving brothers and sisters; that is, that such property shall go exclusively to the next of kin of the last surviving spouse, irrespective of its source of origin. It should be apparent that some theretofore unsuál happening which did not warrant departure has now become a not unusual circumstance in every day life. Few days now pass without advice through the public press that a husband and wife have met simultaneous death in an automobile accident. More frequently one survives the other by a couple of hours or days. These shocking occurrences and subsequent resulting injustice in the devolution of property of him or her who first died when neither spouse was survived by heirs of their body or an adopted child, unquestionably provoked our Legislature to modify the existing laws of descent and create an exception in such cases. It conceived that justice would be more properly served by a rule of “half and half.” This was the prime purpose and intent of Section 10503-5, General Code. It however was deemed equally wise that if considerable time of enjoyment of such property was had by a surviving spouse that it might not so pass unless it was the “same” property or as it is now written the “identical property.”

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Related

Knauss, Admr. v. Knauss
16 N.E.2d 483 (Ohio Court of Appeals, 1937)
Wilson v. Eccles
162 N.E. 797 (Ohio Supreme Court, 1928)
Guear v. Stechschulte
162 N.E. 46 (Ohio Supreme Court, 1928)
Gray v. Swerer
94 N.E. 725 (Indiana Court of Appeals, 1911)

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Bluebook (online)
51 N.E.2d 657, 72 Ohio App. 289, 27 Ohio Op. 133, 1943 Ohio App. LEXIS 693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richland-trust-co-v-bridges-ohioctapp-1943.