Smith v. First National Bank

124 N.E.2d 851, 69 Ohio Law. Abs. 102, 1954 Ohio Misc. LEXIS 364
CourtTuscarawas County Court of Common Pleas
DecidedJuly 12, 1954
DocketNo. 31414
StatusPublished
Cited by4 cases

This text of 124 N.E.2d 851 (Smith v. First National Bank) is published on Counsel Stack Legal Research, covering Tuscarawas County Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. First National Bank, 124 N.E.2d 851, 69 Ohio Law. Abs. 102, 1954 Ohio Misc. LEXIS 364 (Ohio Super. Ct. 1954).

Opinion

OPINION

By FISHER, J.

This is a suit in equity by Avaline Smith, surviving spouse of the late William G. Smith, in which plaintiff seeks to have the election made by her in the Probate Court of this county on March 31, 1953, to take under the statute of descent and distribution and against the will of the late William G. Smith, [104]*104set aside and vacated upon the ground that plaintiff did not have full knowledge of the effect of her said election upon her property rights under the will. The case was submitted to the Court upon the pleadings, the exhibits, an agreed statement of facts, the evidence and the arguments and briefs of counsel for the respective parties to the suit.

The estate of the said William G. Smith, according to the inventory and appraisement, amounts to over $309,000.00, and it appears that part of said property consisting of shares of stock and cash was transferred and delivered to the First National Bank of Akron as trustee under a certain revocable living trust agreement on April 17, 1951, at which time the said William G. Smith made and executed his last will and testament. By this will the balance of testator’s estate was directed to be placed in said trust, and certain dispositions were then made by testator out of said trust property to his widow and other beneficiaries.

When plaintiff made her election in the Probate Court, she appeared with her attorney who advised her before the Probate Judge that it would be to her best financial interest to take at law and against the will of her late husband. When asked by the Probate Judge whether she understood her rights under the will and her rights under the law, she replied that she did, whereupon the Probate Judge did not attempt to explain said will and her rights thereunder. At this point it should be made clear that this Court is not necessarily required to determine in these proceedings how much more profitable it would be to the plaintiff under the will than at law. Suffice it to say that the parties have agreed, and evidence was introduced in support of that agreement, that the plaintiff would receive at least $11,000.00 more under the will than she would get at law, thereby showing conclusively that plaintiff’s election to take at law was made without adequate, complete and full information as to her relative property rights. She had the inventory before her and thereby knew the nature, extent and amount of the estate in which she would participate, but the mistake was made in trying to determine under which election she would benefit the most. The question is whether under these circumstances this is such a mistake of law and fact against which a court of equity will grant relief. No fraud is involved and no rights of innocent parties have intervened.

There is no question as to the Court’s jurisdiction in the matter. It is well recognized that this is the type of case that courts of common pleas will take cognizance of. In Davis v. Davis, H Oh St 386, it was held: “Such election, when made and recorded, can be vacated only on petition to the court [105]*105of common pleas, or other court having general equity jurisdiction.”

The contesting defendants assume the position that the plaintiff, having relied upon the advice of her attorney in making her election, is now irrevocably bound thereby, notwithstanding the fact that she was misled by his advice to her detriment. They also assume the position that when she made her election she expressly waived the explanation enjoined by statute upon the Probate Judge with respect to the provisions of the will and her rights under it, and by law in the event of a refusal to take under the will. They further assume the position that this mistake is one of law and that equity may not be invoked to grant relief with respect thereto.

Before proceeding further with an analysis of the legal questions involved, it should be pointed out that under paragraphs 18, 19, 20 and 22 of the agreed statement of facts, the essential material facts are set forth which briefly are as follows: 1.—The plaintiff personally appeared in the Probate Court with her attorney and in the presence of the Judge made her election to take at law. 2.—The Judge, upon being advised by her and her attorney that she understood her rights under the will and at law, stated that he would not then attempt to explain the will to her and her rights thereunder and at law, and thereupon entered her election to take at law. 3.—The difference between what she would receive at law and under the will is $11,000.00—, that is, she would receive at least $11,000.00 more under the will than she would get at law.

The election of a widow to take at law or under the will of her deceased spouse is controlled by §10504-55 et seq, GC, §2107.39 et seq, R. C., and §10504-59 GC, §2107.48 R. C. provides: “When the election is made in person the court shall explain the provisions of the will, the rights, if any, under it and by law, in the event of a refusal to take under the will.” One thing is therefore certain from the agreed statement of facts and the evidence introduced:—the plaintiff in making her election relied upon incorrect advice of her counsel as to what she would receive under the will, or at law, and the Probate Judge did not make any further explanations of her rights, so we are now confronted with the question—will a court of equity permit her to rescind her election under such circumstances.

It is a general rule that equity will permit an election to be rescinded if made without full knowledge of the elector’s rights and the condition of the estate. There are not many Ohio authorities bearing on this proposition and the Court has been unable to find any Ohio authority with an identical factual situation, but in the case of Mellinger v. Mellinger, 73 Oh St 221, [106]*106the Supreme Court followed the general rule that elections involve choice and intelligent choice involves a knowledge of both the facts and the law applicable thereto. On page 229 the Court stated as follows: “Before making her election she was entitled to fullest information as to the provisions of said will,—her rights under it, and under the law, in the event of her refusal to take under the will; and it was the’ imperative duty of the probate court to advise and inform her touching these matters. Election necessarily involves choice, and intelligent choice involves a knowledge both of the facts and the law applicable to the subject-matter, with reference'to which a choice is to be made. And where, as in the present case, an election is made by the widow, without full knowledge of the condition of the estate, and of her rights, but in ignorance of both, it can not, as matter of fact, be asserted that she has made any choice or election.”

In Millikin v. Welliver, 37 Oh St 460, it was held on page 466 that: “In order that acts of a widow shall be regarded as equivalent to an election to waive dower, it is essential that she act with a full knowledge of all the circumstances and of her rights, and it must appear that she intended, by her acts, to elect to take the provision which the will gave her. These acts must be plain and unequivocal, and be done with a full knowledge of her rights and the condition of the estate. A mere acquiescence, without a deliberate and intelligent choice, will not be an election.

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Cite This Page — Counsel Stack

Bluebook (online)
124 N.E.2d 851, 69 Ohio Law. Abs. 102, 1954 Ohio Misc. LEXIS 364, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-first-national-bank-ohctcompltuscar-1954.