Rugg v. Ambrose

10 Ohio Law. Abs. 84, 1930 Ohio Misc. LEXIS 826
CourtOhio Court of Appeals
DecidedDecember 8, 1930
DocketNo. 212
StatusPublished

This text of 10 Ohio Law. Abs. 84 (Rugg v. Ambrose) 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
Rugg v. Ambrose, 10 Ohio Law. Abs. 84, 1930 Ohio Misc. LEXIS 826 (Ohio Ct. App. 1930).

Opinion

SHERICK, J.

A solution of the question presented calls for a close consideration of the statutes prescribing election and how and when such [86]*86shall be made. They are found in §10560 to §10575 GC, inclusive. It appears therefrom that three ways are provided; first, an election may be made in answer to a citation issued forthwith to the widow upon the will’s probate, and by the widow electing in writing within the year before the probate judge and after he shall have éxplained to her the advantages and disadvantages of her inconsistent rights; second, and election may be manifested by a written instrument duly signed, acknowledged and filed in the probate court within the year from the probate of the deceased consort’s will; third, in the manner provided in §10573 when the surviving spouse is unable to appear or is a non-resident; To these may be added a fourth way, long recognized by courts of equity, that is, an election may be made in fact by plain and unequivocal acts, with full knowledge of all rights and condition of the estate when such acts are of sufficient duration to show a clear purpose to take under the will or under the law; and this fourth way is recognized in this state, as indicated in the case of Industrial School v Bates, 90 Oh St 288. From the agreed facts it is clear in this case that the widow made no election in conformity to anyone of these four recognized ways.

It has been held in this state, in Bowen v Bowen, 64 Oh St 164 that the issuance of a .citation by the probate court to the widow forthwith upon the probate of the will is mandatory, and that the year’s limitation begins to run from the date of the service of the citation. This ,was ordinarily true, but it must now be kept in mind that the' most recent expression of the legislature, discloses a different intent, for §10571 now provides, “Whether or not a citation is issued in manner provided by §10566,” and “If the widow or widower fails to make such election in person as provided in §10570, or by written instrument as provided herein, within the time limit provided by §10567 and §10568, or within the time limit provided in this section, then it shall be deemed that she or he has elected to take under the will and she or he shall be bound accordingly and persons may deal with -property of the decedent in accordance therewith.”

On the other hand, eliminating the matter of the statutory change, we learn that it has been held that a citation is not necessary in every case, per example, where the will makes no provision for the widow; election in such case being an absurdity. In other jurisdictions where it was provided that the widow failing to elect, took under the will, it has been repeatedly held that an election was not necessary where the will gave all to the widow. The reason is obvious. Such would also be true if the will gave that only which the law provided. It has likewise been frequently held that a citation is dispensable when the widow is mentally incompetent. Specially is this true when such fact is known to the probate court at the date of probate of the will, and is likewise known to her guardian and soon thereafter suggested by him, an officer of that court as bn this case, to the probate court, for in such'case- under the Ohio law the widow could not make an election, neither could her guardian, for §10574 and §10575 GC provide that the probate court shall then make such election. The fact that the court in this instance did not promptly appoint -a commissioner and make an election can land no comfort to the appellant by reason of a want of citation, for it is the view of this court for the reasons given, that a citation was not necessary in this particular case; it would have been meaningless and of no avail. And it is not our disposition ■ to question the failure of the probate court to promptly act as prescribed in the last cited sections for he might in good faith have presumed that ho should await the filing of an application by the widow’s guardian for such action and the facts brought officially to his attention. Certainly he did not contemplate the widow’s early demise.

Now, as previously stated, it is contended that the trial court sitting as a court of equity, should have made the widow’s election, and that this court, hearing the question before it on appeal, should now make that election, which the trial court refused to do.

It has long been the practice under the common law, that courts of equity would grant relief to persons under disability as wards of the court when they were required to elect between two inconsistent rights; and this doctrine has been applied 'in some of our jurisdictions to impose upon courts of equity or probate courts the duty of making an election for an insane widow. But we do not understand that this is true in Ohio, as to courts of equity, in view of the fact that the legislature has enacted §10574 and §10575 GC, which abrogates the common law and places that matter within the jurisdiction of the probate court, which is supposed to have no equitable jurisdiction. However, we do perceive that in a proper case a court of equity might interfere to make such an election or to set one aside when made by a court of probate, an example being, where the probate court fraudulently made an election, or that court refused or was financially interested or fraudulently conspired to avoid making an election; but in any such case it would be [87]*87an essential prerequisite that the widow be then alive. In the present suit there is no refusal or fraud charged and-the widow is dead, and we see no reason for the intervention of a court of equity, unless it be that the Ohio statutes are silent or insufficent to cover the exigency of this case.

It is the policy of the law to place the widow’s dower and her interest in her husband’s personal property at his decease beyond the power of the husband or others to take from her. And it was likewise the law’s policy to fix and define what interest or fraction of her husband’s estate the widow was entitled to receive; and this portion the legislature may at any time enlarge or diminish or place a limitation or requirement upon its acquisition, as has been'done by §8611 GC, baring dower when the surviving spouse has left the other and dwells in adultery. A further limitation has been placed upon the right of the relict to inherit a portion of the deceased spouse’s estate in that by §10503 GC, one of full age, sound mind and not under restraint and having property, may make a will. And it may, now be conjectured in view of the recent amendment and changes in §10571 GC, that the legislature places the right to make a will over and above the right of a surviving spouse to inherit a portion of the deceased husband’s or wife’s estate, as it seems to be now considered in a majority of American States.

And it naturally follows that the rights of the relict to inherit from the deceased spouse is further limited by the provisions of the code pertaining to election and which are now being considered.

True, the right of election is granted to the widow by these sections, which' provide a fifth way in which the right may be exercised; but that election must be made in one of the five ways recognized by the law, and within the time prescribed.

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Cite This Page — Counsel Stack

Bluebook (online)
10 Ohio Law. Abs. 84, 1930 Ohio Misc. LEXIS 826, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rugg-v-ambrose-ohioctapp-1930.