Schardt v. Prexler

67 N.E.2d 549, 45 Ohio Law. Abs. 119, 1946 Ohio App. LEXIS 789
CourtOhio Court of Appeals
DecidedJanuary 14, 1946
DocketNo. 6596
StatusPublished
Cited by1 cases

This text of 67 N.E.2d 549 (Schardt v. Prexler) 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
Schardt v. Prexler, 67 N.E.2d 549, 45 Ohio Law. Abs. 119, 1946 Ohio App. LEXIS 789 (Ohio Ct. App. 1946).

Opinion

OPINION

By MATTHEWS, J.

By this action, originally instituted in the Probate Court of Hamilton county, the plaintiff as administrator, c. t. a., seeks to have the will of Julia Schardt construed to determine what share of the estate would be received by William Schardt, the surviving husband, in the event of his election to take under the will. The dispositive provisions of the will and the only ones shedding any light upon the intention of the testatrix ai'e as follows:

“Second — I give, devise and bequeath to my husband William Schardt the amount that he is allowed under the laws of Ohio in my estate. I leave him no more than this amount because of his indifferent and careless treatment of me.

“Third — All the rest and residue of my estate, I will, de[121]*121vise, and bequeath unto my two sisters and nieces as follows:

“1 To my sister Bertha Prexler one (l-3rd) third of my estate.

2 To my sister Clara Schurer one (l-3rd) third of my estate.

3 To my nieces Julia Prexler and Marich Prexler, daughters of Bertha Prexler, one sixth of my estate. The above named beneficiaries in items 1-2-3 reside in Lauzbei Falkenau a-d Eger Cechoslovaka.

“Fourth — It is my will that in the event that one of my sisters or nieces herein named pre-decease me, the portion of such decedent devised under this will is to pass to the devisees and beneficiaries named in items 1-2-3 of this will share and share alike.

“Fifth — In order to make the above division of my estate, I hereby direct and authorize the executrix of this will to sell all of the real estate or interest therein as soon after my death as possible. Said Executrix is hereby authorized to make said sales without authority or order of Court. The same may be public, or private. Said Executrix to make a deed to the purchasers thereof, and the purchasers need not look to the application of the purchase money derived from said sale.

“Sixth — I own real estate on Grace Ave., North College Hill, in which my husband has a one-half interest. I have advanced one-half of the purchase price and I own real estate on Betts Ave. North College Hill. This latter real' estate I own in fee simple and I have paid the same in full with my own money.

“Seventh — I nominate and appoint Ida Kessler Executrix of this will and direct that she retain the services of Lawrence J. Smith as her attorney for the purpose of carrying out the provisions of this will and I further direct that my Executrix purchase a suitable headstone to be placed at my grave to cost not less than one hundred ($100.00) dollars.”

The testatrix left no parent, child or lineal descendant. The property of the estate was not acquired from any deceased spouse.

The Probate Court held that under the terms of the will William Schardt as surviving husband would take the entire estate, as provided in paragraph 4 of §10503-4, GC. From this holding, the other beneficiaries, all of whom are alien enemies, through the Alien Property Custodian, have appealed to this Court.

The fundamental rule in the construction of wills is that the. intention of the testator, as expressed, must be given ef[122]*122feet. It is only when the intention cannot be otherwise ascertained from the language used that recourse to technical rules of construction should be had.

Now what was the attitude of tl?e testatrix toward her husband? He was one of the natural objects of her bounty and, to her knowledge, was given by the law, a share of her estate, which was beyond her power to defeat. The terms of her will show that she in fact considered her relation to her husband and his actual claim upon her in making the disposition of her property.

What did she say about his claim upon her bounty? She . expressly states that his treatment of her had been indifferent and careless'and that that treatment was the reason for the provision in'his behalf.

Now what was the provision? She said: “I give and bequeath to my husband William Schardt the amount that he is allowed under the laws of Ohio in my estate.”

Keeping in mind the expressed reason for the provision, we think the testatrix has clearly indicated that her husband had forfeited all claims upon her bounty and that, therefore, his share should be limited to that “allowed under the laws of Ohio.” She expressly stated that she left “him no more than this amount.” Now did she mean that he should have the maximum amount allowed by the law under circumstances most favorable to him, or did she mean that amount given to him by the law after she had exercised her power to exclude him from any portion of her bounty. We think the will expresses this latter intent. She knew that if she died intestate, he would take the entire estate. The only substantial reason for making a will at all was to give to others a part of that which he would take in the absence of a will. The will clearly expresses that intent. What he was to receive was to flow from the law and not by reason of her bounty in any degree. To give him more could result only from the forbearance of the wife to make a will, and not solely by allowance of law. It, therefore, remains only to examine the statutes to determine the share under the law of which the husband cannot be deprived.

The Probate Court held that by applying the terms of law, §10503-4, GC, the husband took the entire estate. If that section is applicable, that result would follow. Manifestly that was not the intention of the testatrix. We think that section is inapplicable. All that section does is to provide the order of descent and distribution among those bearing relation by affinity or consanguinity to the decedent, and this order of distribution was to apply only when no other provi[123]*123sion was made by law and only “When a person dies intestate” owning.the property to be distributed. To apply the section to the situation before the court would require us to disregard the existence of the will which the plaintiff asks us to construe. If the will is given its full effect the laws of intestacy (i. e., §10503-4, GC) cannot apply, because the will has provided the order of descent and distribution. The laws of intestacy “allowed” the husband nothing in opposition to the order of distribution provided in the owner’s will. A will existing and the husband electing to take under it, can take nothing contrary to the will, except such as is beyond the power of the owner to deprive him.

Examining the law to discover provisions for the surviving husband of which he cannot be deprived by the wife’s will, we find that §10509-54, GC provides that in all cases regardless of whether there is a will, there is an exemption of twenty (20%) per cent of the estate, not exceding $2500.00, to which the surviving husband shall be entitled, and that this amount shall not be deemed assets of the estate. And by §10509-79, GC, the surviving spouse is given the right in all cases to remain in the mansion house for one year free of charge.

The case of Foster v Clifford, 87 Oh St 294, presented for construction a will having a striking likeness to the provisions of this will with, however, one marked difference.

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In Re Miller's Estate.
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Cite This Page — Counsel Stack

Bluebook (online)
67 N.E.2d 549, 45 Ohio Law. Abs. 119, 1946 Ohio App. LEXIS 789, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schardt-v-prexler-ohioctapp-1946.