Southern Ohio Savings Bank & Trust Co. v. Boyer

31 N.E.2d 161, 66 Ohio App. 136, 32 Ohio Law. Abs. 626, 19 Ohio Op. 398, 1940 Ohio App. LEXIS 824
CourtOhio Court of Appeals
DecidedDecember 2, 1940
Docket5878
StatusPublished
Cited by5 cases

This text of 31 N.E.2d 161 (Southern Ohio Savings Bank & Trust Co. v. Boyer) 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
Southern Ohio Savings Bank & Trust Co. v. Boyer, 31 N.E.2d 161, 66 Ohio App. 136, 32 Ohio Law. Abs. 626, 19 Ohio Op. 398, 1940 Ohio App. LEXIS 824 (Ohio Ct. App. 1940).

Opinion

OPINION

By MATTHEWS, 3.

This is an action to determine heir-ship, instituted in the Probate Court by the plaintiff as administrator of the estate of Ella Saxby, deceased. Sophie M. Boyer and Sara Hopkins Delscamp are rival claimants of the'entire estate. Sophie M. Boyer bases her claim upon the admitted fact that as a first cousin and the nearest blood relative under the statutes of descent and distribution. Sara Hopkins Delscamp bases her claim upon the admitted fact that on the 8th day of December, 1927, John A. Reed, a brother of the decedent, by proceedings under 810503-12 GC, in the Probate Court of Montgomery County, duly designated her “to stand toward him in the relation of a daughter and heir-at-law in the event of his death”, and that John A. Reed died before Ella Saxby, without having revoked such designated heir.

The Probate Court in which the pending action was instituted found in favor of Sara Hopkins Delscamp as the designated heir.

On appeal to the Court of Common Pleas of Hamilton County, that court found in favor of Sophie M. Boyer as the nearest blood relative under the statutes of descent and distribution. This appeal is from that judgment.

It is apparent that the task with which this court is confronted by this appeal is the construction of §10503-12 GC. That section is:

“A person of sound mind and memory may appear before the Probate Judge of his county, and in the presence of such judge and two disinterested persons of his or her acquaintance, file a written declaration, subscribed by him, which must be attested by such persons, declaring that, as his or her free and voluntary act, he or she did designate and appoint another, naming and stating the place of residence of such person specifically, to stand toward him m the relation of an heir-at-law in the event of his or her death. If satisfied that such declarant is of sound mind and memory, and free from restraint, the judge thereupon shall enter that fact upon his journal, and make a complete record of such proceedings. Thenceforward the person thus designated will stand in the same relation, for all purposes, to such declarant as he or she could, if a child born in lawful wedlock. The rules of inheritance will be the same, between him and the relations by blood of the declarant, as if so born; and a certified copy of such record will be prima facie evi *627 dence of the fact stated therein, and conclusive evidence, unless impeached for actual fraud or undue influence.”

This statute was first enacted in 1854 (52 Ohio Laws, 78), and has been carried into every revision and codification since then without any substantial change.

The only change made in the section since 1926 has been the addition of the last sentence relating to the vacation 'of, or change in, the designation.

We are told that there has never been a statute similar to this in any of the states of this Union, or any country basing its jurisprudence upon the common law. Although it has been in force almost ninety years in Ohio, no other state has enacted any law bearing any resemblance to it, notwithstanding most of them have during this time enacted statutes under which a child could be adopted and thereby acquire the status either in whole or in part of a child of the blood of the adoptive parent.

These statutes providing for adoption, however, are limited to the adoption of minors, and the purpose of the legislature in enacting them and of those availing themselves of their provisions was not primarily to engraft one not of the blood upon the family tree for the purpose of inheritance upon death at some future time. They had in mind the present need of the adoptive parent and the adopted child for all those rights and duties — legal and moral— that exist in and grow out of the family relationship, and the state had an interest to be promoted by having the child supported and cared for and educated and reared in an atmosphere conductive to the production of self-reliant, law-abiding citizens. Many safeguards are provided in these adoption statutes to assure these results. To insure the satisfactory performance of these manifold duties by the parties the status is not created until after' a full inquiry and a judicial finding that the stipulated conditions exist. The provision for inheritance is merely incidental to these main purposes.

This “Designated Heir” statute (§10504-12- GC) on the other hand has just one purpose and that relates to succession to property. The designated heir may be any one. It is not limited to minors. There is no judicial inquiry or determination that the designation would be in the interest of the parties or of the state. If the petitioner is of sound mind and not under any restraint, he has an absolute right to make the designation. The only inquiry is to determine whether he is of sound mind and free to act.

No matter in what words the legislature of Ohio has couched the incidental provisions of the adoption statutes relating to inheritance, the Supreme Court has uniformly held that the most that was conferred upon the adopted child was the right to inherit from the adoptive parent and has never construed any of these provisions to confer the right to inherit through the adoptive parent from such parent’s collateral relations. Upson v Noble, 35 Oh St 655; Quigley v Mitchell, 41 Oh St 375; Phillips v McConica, 59 Oh St 1; and Albright v Albright, 116 Oh St 668,

It is said, however, that while the Supreme Court has so construed the language of the legislature, that body has through the years shown a tendency to confer greater rights upon the adopted child. There is no doubt that the legislature has seen fit to amend the statutes, for the purpose of making the status of an adopted child and the rights attendant thereon more nearly approximate those of a child of the blood. However, we do not find in any Ohio statute, either present or past, provision that the adopted child shall inherit through its adoptive parent from such parent’s collateral relations. We do not so construe the present statute, §10512-19 GC. And we can think of no reason giving a greater right of inheritance to. a designated heir than to an adopted child.

*628 Both the designated heir statute and the inheritance provision of tixe adoption statutes were enacted substantially in their present form as a part of the probate code in 1931, elective January 1st, 1932. (114 Ohio Laws 320). The codifiers at that time had the advantage of the many cases that had construed the language of the prior adoption statutes. They also had the benefit of the many comments by able writers upon the law in which these decisions were analyzed. It was as clear then to the codifiers, as it is now to counsel in this case that there was language at hand by which the legislature could have accomplished the .result claimed by the appellant without peradventure of a doubt. Counsel pose the issue before this court as whether the appellant has a right to inherit not only from the declarant, but also through the declarant from his collateral kinfolk. The legislature re framed from using any such language to express its intent, and in construing the language used we should consider that fact as pointing somewhat the meaning intended to be conveyed as something less than would have been expressed by those words.

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Cite This Page — Counsel Stack

Bluebook (online)
31 N.E.2d 161, 66 Ohio App. 136, 32 Ohio Law. Abs. 626, 19 Ohio Op. 398, 1940 Ohio App. LEXIS 824, Counsel Stack Legal Research, https://law.counselstack.com/opinion/southern-ohio-savings-bank-trust-co-v-boyer-ohioctapp-1940.