Shalkhauser v. Beach

233 N.E.2d 527, 14 Ohio Misc. 1, 43 Ohio Op. 2d 20, 1968 Ohio Misc. LEXIS 300
CourtCuyahoga County Probate Court
DecidedFebruary 5, 1968
DocketNo. 712592
StatusPublished
Cited by15 cases

This text of 233 N.E.2d 527 (Shalkhauser v. Beach) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shalkhauser v. Beach, 233 N.E.2d 527, 14 Ohio Misc. 1, 43 Ohio Op. 2d 20, 1968 Ohio Misc. LEXIS 300 (Ohio Super. Ct. 1968).

Opinion

Decatur, General Referee.

This cause concerns the construction of the will of Noble D. Hepburn, deceased, and in particular, Item III (c) of that will. Noble D. Hepburn died August 18,1965, his will was admitted to probate April 20, 1966, by the Probate Court of Cuyahoga County.

Item III (c) of said will provides as follows:

(e) Thirty percent (30%) equally among the following who survive me, namely: my father’s brother’s grandson, John H. Beach, and his brothers and sisters, and the nieces and nephews of my deceased mother whose name was Kathline C. Johnston Hepburn.

It is alleged that the deceased mother of Noble D. Hepburn had one nephew, Harry A. Bliss, who predeceased the testator by twenty-eight years, and one niece, Marie Louise Horr, who predeceased the testator by eight years.

Harry A. Bliss, deceased nephew of the testator’s mother, left one daughter surviving him, Imogene Bliss. Marie Louise Horr, deceased niece of testator’s mother, left two children surviving her, Courtland Horr and Louise B. Sprague. All three of the above great-nephews and great-nieces survived the testator.

The defendants, Courtland Horr, Imogene Bliss, and Arthur W. Sprague, assignee of the interest held by Louise B. Sprague, contend first that Section 2107.52, Revised Code, commonly known as the “Anti-Lapse Statute,” applies so as to substitute the defendants, Imogene Bliss, Courtland Horr, and Arthur W. Sprague, children of deceased nephews and nieces of testator’s deceased mother, in the place of their deceased parents.

[3]*3Second, petitioner asks whether the language in Item HI (c) “and the nieces and nephews of my deceased mother whose name was Kathline C. Johnson Hepburn” encompasses a grand-nephew and two grand-nieces of the testator’s deceased mother, since no nieces and nephews of Kathline C. Johnson Hepburn were alive at testator’s, decease or at the time of the execution of the will.

Does the Anti-Lapse Statute apply?

The Anti-Lapse Statute, Section 2107.52, Revised Code, in essence, provides that if by will, a devise or bequest is made to a relative of the testator, and that relative was either dead at the time the will was executed or died thereafter, leaving issue which survive the testator, those, issue shall take the share their deceased parent would have taken. The statute ends, after providing for. a lapse in the residue, with the phrase: “unless a different disposition is made or required by the will.”

It could be contended that the above-quoted phrase applies only to the second sentence of the statute of which it is a part, and that therefore where a devisee or legatee dies leaving issue surviving the testator, the statute applies irrespective of the intent of the testator.

Such a contention is unsound.

At common law a bequest to a person already dead was invalid and of no effect. Property so devised or bequeathed passed to the residuary beneficiaries. In the same fashion a bequest or devise to one who predeceased the testator, though living at the execution of the will, lapsed and fell into the residue for distribution. And a lapse in the residue at common law passed to the heirs and next of kin of the testator as intestate property, i. e., prop-tery undisposed of by will.

To avoid the harsh results of the common law when a testator clearly intended to distribute his property among his heirs and next of kin, the Legislature passed Section 2107.52, Revised Code. The statute is clearly remedial in nature avoiding the arbitrariness of the eom-mon-law rule and assuring that a testator’s probable intent will be followed.

Any contention that the Anti-Lapse Statute cannot be avoided by will is answered by considering that the obvious [4]*4intent of the Legislature in enacting the statute was to eliminate an arbitrary and unreasonable common-law rule. It is, therefore, unrealistic to assume that in correcting an arbitrary and inflexible rule to comport itself more closely with the probable intent of a testator the Legislature would provide an equally harsh, arbitrary, and inflexible rule by eliminating any right to avoid the new provision by appropriate manifestations of testamentary intent.

The interpretation is supported by Robert C. Bensing in his excellent article on the Ohio Anti-Lapse Statute. See Bensing, The Ohio Anti-Lapse Statute, 28 U. Cincinnati L. Rev. 1, 29 (1959). And by many judicial pronouncements. Larwill's Executors v. Ewing (1905), 73 Ohio St. 177; Wooley v. Paxson (1889), 46 Ohio St. 307; Kelly v. Talifer (App. 1940), 31 Ohio Law Abs. 602; Jackson v. Shinnick (1886), 3 Ohio N. P. 211.

As it is apparent that the statute may be avoided by a sufficient expression of intent, what language constitutes an expression of contrary intent as will avoid the application of the statute?

Words of survivorship are usually sufficient to indicate an intent that the statute not apply. In Jackson v. Shinnick (1886), 3 Ohio N. P. 211, the court, in construing a device to the testator’s daughter and grandchildren limited as follows:

“If at the time of my death, my daughter or any grandchild now living shall have died * * * estate shall go to the survivors share and share alike * * *” considered the provision sufficient to avoid the statute, the ultimate determination, however, was based upon the construction of the above will provision and a codicil which did not contain any survivorship limitations.

In Kelly v. Talifer (App. 1940), 31 Ohio Law Abs. 602, a devise reading: “Any and all other property of which I may be seized is to be divided equally among my surviving children,” was questioned. The court held that the words of survivorship were sufficient to avoid the application of the statute.

Further support for this interpretation of the Anti-[5]*5Lapse Statute is found in the statement of the general rule:

“Pursuant to the general rule that the application of anti-lapse statutes may be controlled by the expressed intent of the testator, it has been held * * * that a contrary result may be reached where the testator used specific language making a disposition of the property inconsistent with that which would be reached under the anti-lapse statute.” Annot. 63 A. L. E. 2d 948, 956 (1959).

Arid further:

“Where the testator uses words of survivorship indicating an intention that the legatee shall take the gift only if he outlives the testator it is clear that the statute against lapses has no application.” Annot. 63 A. L. R. 2d 1172, 1186 (1959), see, also, 56 Ohio Jurisprudence 2d, Wills, Section 857 (1958).

Considering the provision of the Noble Hepburn will, at issue in the instant litigation, i. e., “Thirty percent (30%) equally among the following who survive me * * *” it should be obvious that the survivorship limitation is effective to avoid the application of the Anti-Lapse Statute. See Williams v. Williams (1942), 152 Fla. 255, 9 So. 2d 798; Re Gerdes' Estate (1954), 245 Iowa 778, 62 N. W. 2d 777; Re La Prejato’s Will (1956), 3 Misc. 2d 936, 1155 N. Y. S. 2d 569; Re Conoy’s Estate (Surr. 1953), 121 N. Y. S. 2d 486; Re Harris’ Will (1930), 138 Misc. 287, 245 N. Y. S. 570.

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Bluebook (online)
233 N.E.2d 527, 14 Ohio Misc. 1, 43 Ohio Op. 2d 20, 1968 Ohio Misc. LEXIS 300, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shalkhauser-v-beach-ohprobctcuyahog-1968.