Speidel v. Haller

69 N.E.2d 81, 44 Ohio Law. Abs. 52, 1943 Ohio App. LEXIS 845
CourtOhio Court of Appeals
DecidedOctober 22, 1943
DocketNo. 156
StatusPublished
Cited by2 cases

This text of 69 N.E.2d 81 (Speidel v. Haller) 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
Speidel v. Haller, 69 N.E.2d 81, 44 Ohio Law. Abs. 52, 1943 Ohio App. LEXIS 845 (Ohio Ct. App. 1943).

Opinions

OPINION

By MATTHEWS, J.

The petition of the Administrator with the will annexed states two causes of action, one for the construction of the [54]*54will of Anna Mason Kramer, deceased, and the other for the sale of real estate to pay debts, concerning the latter of which there was no controversy.

The appeal on questions of law to this Court presents the sole question of the intent of the testatrix as expressed in her will.

The. testatrix died on November 29th, 1941, at the age of 79 years. Her will is dated January 11th, 1939. She had been married twice, but no child was born of either marriage. Her first husband was Thomas Mason and during their marriage they adopted a child, now known as Johanna Cecelia Haller. In 1928, the testatrix married George Kramer with whom she lived until her death. He died on June 14th, 1942. The testatrix had resided on the farm where she died, for 51 years. George Kramer had been employed on the farm for 27 years. The administrator has sold the farm for $15,000.00. It appears now that the personal property was sufficient to pay the debts, but the proceeds of the sale of the farm represent substantially the entire estate. The defendants are the adopted daughter and the next of kin of the testatrix, and Eva Kramer, who is the mother and sole next of kin of George Kramer, all of whom are named as beneficiaries in the will under construction.

The record shows that the testatrix was about 77 years of age when she made this will, that while she was not a highly educated person, she did possess a high degree of native ability and that she prepared this will herself without assistance. This is the entire will:

“I Anna Mason Kramers. Last will.

I Anna Mason Kramer, being of sound and disposing mind, and under no restraint whatsoever, do make this my last will and testament.

II I bequeth to my Husband, George Kramer, all my Estate, both Real — Personal, or Mixed and no Inventory necessary.

III I give to Johanna Cecelia Haller $300.00 three hundred dollars without interest.

IV I give to Eva A. Sturm, my two fur neck pieces. A Fisher Fur and a Russim Fur, To Anna A. Fisher, vase, Mrs. Mae Grassbey a vase and music Box, Laura Riker Large Lamp as was selected.

V I appoint Hayward D. Gatch, my Executor and if he has passed away, then I appoint My, Husband George Kramer, Executor.

VI If My, Husband George Kramer should have passed [55]*55away within a year of my death, then the Estate, all, is to go to my heirs Laura Riker, Mae Grassbey, Anna A. Fisher Eva A. Sturm Edna Messmer, Mary Fox Clifford Fox, Archie Fox, share and share alike. If any have passed away, then to go to. the Estate And George Kramers Mother, Eva Kramer, $500.00 Five hundred dollars if living, out of the above.

VII I give to Fr O B Auer $200.00 hundred dollars of St. Columbanum Church Loveland O. for Masses for my self and Mr. Thos Mason as he wishes to do.

V.III If any Beneiflciriy should Institute trouble or be dissatisfied, then there shall be Null and Void, and go back to the Estate, if I and Mr. Kramer should meet death at the same time, in an accident, then the Estate is to go to my heirs absolutely.

I have signed this will, this day in the year of Jan. 11, 1939.

ANNA MASON KRAMER”

On the one hand it is claimed that inasmuch as George Kramer survived the testatrix, he acquired the absolute title to this entire estate by force of the language of paragraph II, and that none of the subsequent provisions of the will operated to reduce, qualify,' or impose a condition upon it. On the other hand, it is claimed that paragraph VI imposed a defeasance by his death within one year which occurred, and further that as the other dispositive provisions would be rendered entirely nugatory if George -Kramer had already been given the entire estate absolutely, they also disclose the in bent of the testatrix to the contrary.

We are of the opinion that the latter is the sound view and that therefore the provisions of paragraph VI became operative upon the death of George Kramer, to pass the estate therein referred to to the beneficiaries therein named which was that portion of the whole estate remaining after giving effect to the bequests given by the other provision of the will.

In reaching this conclusion, we do so by the application of the one cardinal principle that in construing a will a court should place itself in the position of the testator and, as far as humanly possible, think as he or she thought, and, if, by so doing, the intent becomes clear, that intent should be given effect and no artificial or legalistic rule, appropriate when the intent is not clear, should be allowed to defeat the clear intent. Provident Savings Bk. & Trust Co. v Volhard, 54 Oh Ap 327, at 329, 41 O Jur. 575, et seq., and 590, et seq., and 608. We should avoid giving controlling effect to the order in [56]*56which the dispositive provisions are placed by the testatrix. Of course, a gift in absolute terms will not be cut down by a later provision that is vague, because it does not show an intent to do so, but where the later provision is clear a.nd irreconcilable with the earlier one, it,'rather than the earlier, will be given effect, because it is the later expression of intent. But these are not really rules, but are only circumstances of more or less weight in finding the intent, depending upon many other circumstances that may be present, any one of which may make clear the intent.

It seems clear that the testatrix did not intend by the first dispositive provision to exhaust her testamentary intent. This is manifest from the following paragraphs in which she gave to other beneficiaries, as many as six in number, property that under that construction she had already disposed of. To place this construction upon this will would attribute to the testatrix the intent and purpose of making an ineffective and quixotic proffer of gifts to the avowed objects of her bounty.

And this strange result, it is urged, is required by the language of paragraph VI which provided that:

“VI If My Husband George Kramer should have passed away within a year of my death, then the Estate, all, is to go to my heirs Laura Riker, Mae Grassbey, Anna A. Fisher Eva A. Sturm Edna Messmer, Mary Fox Clifford Fox, Archie Fox, share and share alike, If any have passed away, then to go to the Estate And George Kramers Mother, Eva Kramer, $500.00 Five hundred dollars if living, out of the Above”

It is said that it must be held that this language shows that the testatrix intended only to make provision for the death of George Kramer during the year preceding her death and the words relied on'for this purpose are “Should have passed away within a year of my death, then the estate, all, is to go to my heirs” followed by the names of those to whom she referred by the designation of “heirs.”

Limiting ourselves to this part of the will in our present search for testamentary intent, we find that to conclude that the testatrix referred to the year preceding hér death and not to the year following her death, or both, requires that we prejudge (unassisted by any expression from her) that she fixed the future event of her death as the date for determining the tense of her verbs. On no other basis can it be said that she meant only the year preceding her death. Without that unsupported assumption, the words indicate that she

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Bluebook (online)
69 N.E.2d 81, 44 Ohio Law. Abs. 52, 1943 Ohio App. LEXIS 845, Counsel Stack Legal Research, https://law.counselstack.com/opinion/speidel-v-haller-ohioctapp-1943.