Stofft v. O'Shaughnessy

107 N.E.2d 643, 62 Ohio Law. Abs. 595, 48 Ohio Op. 143, 1952 Ohio Misc. LEXIS 350
CourtOhio Probate Court of Franklin County
DecidedJune 11, 1952
DocketNo. 147014
StatusPublished
Cited by2 cases

This text of 107 N.E.2d 643 (Stofft v. O'Shaughnessy) is published on Counsel Stack Legal Research, covering Ohio Probate Court of Franklin County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stofft v. O'Shaughnessy, 107 N.E.2d 643, 62 Ohio Law. Abs. 595, 48 Ohio Op. 143, 1952 Ohio Misc. LEXIS 350 (Ohio Super. Ct. 1952).

Opinion

OPINION

By McClelland, pj.

This matter came on to be heard upon the Demurrer filed by the administrator of the estate of Thomas C. Walsh, deceased, to the, .Petition to Determine Heirship filed by Mazie Walsh Stofft, an alleged sister of said decedent, against said administrator and others. The ground for the Demurrer is “that said petition does not state facts sufficient to constitute a cause of action.”

The pertinent allegations of the petition are that the plaintiff was a sister of the decedent, that the decedent died intestate October 8, 1951, seized of an interest in a certain parcel of real estate. The prayer of the petition is “that the Court determine the persons who are entitled to said real estate.”

It is to be noted that for the right to bring this action counsel for the plaintiff relies on §10509-100 GC. In support of the demurrer counsel for the Administrator claims that the petition does not allege any facts showing -that it was necessary for the plaintiff to determine who are the heirs-at-law of the decedent.

Sec. 10509-100 GC, upon which the plaintiff relies, reads as follows:

“Sec. 10509-100 GC. Whenever it shall be necessary for any other person to determine who are or were the heirs-at-law of a deceased person, on the petition of any interested party, on like proceedings, the court may make a determination thereof.”

The above section is one of several sections (§10509-95 to §10509-101 GC) which prescribe the procedure to be followed for a determination of heirship and which were newly enacted as part of the 1932 Probate Code. Being comparatively new sections in our probate law, very little case law [597]*597interpreting their meaning may be found. We know of no case in which the question raised by this Demurrer has been decided.

Secs. 10509-95 and 10509-96 GC read together provide that whenever property passes by the laws of intestate succession, the administrator may file in the Probate Court of the county where the estate of the decedent is being administered, a petition for the determination of the heirs of such decedent. This contemplates that an administrator has been appointed for the decedent’s estate and that he is in the process of administering the estate.

Sec. 10509-100 GC provides that whenever it shall be necessary for any other person to determine who are the heirs-at-law of a deceased person, on the petition of any interested party, the court may make a determination. The Petition alleges no facts showing that it is. necessary for the plaintiff to determine who are the heirs-at-law of the decedent. Necessity cannot be inferred from the allegation that the plaintiff is a sister of the decedent.

When an administrator is appointed he assumes the duty under the law not only to properly administer the estate but also the duty to distribute the property of the decedent to the persons entitled thereto according to law. (Sec. 10506-4 GC.) Being burdened with this duty, the necessity to distribute the property to the persons entitled thereto falls upon the administrator. The law and the Court hold the administrator responsible and not the heirs.

Since this responsibility rests solely with the administrator he should be permitted to assume the responsibility. In most cases the administrator knows who the heirs of his decedent are and distributes the estate accordingly; he does not deem it necessary for his own protection to bring a suit to determine heirs. In fact, if there is no question in his mind as to who the heirs are, he would fail in his duty to the heirs if he brought such a suit and burdened them with the additional expense of such a suit. When the Probate Code Committee of The Ohio State Bar Association introduced in the 1931 Legislature the bill for the enactment of the new probate code, the provision in the bill for proceedings to determine heirs was made mandatory. However, at the instance of the Probate Code Committee, before the bill was enacted, the words “proceedings shall be had” were changed to “proceedings may be had,” with the intention of making the statute merely permissive. Time has proved that this was a prudent move on the part of the committee.

On the other hand, there are other cases where the ad[598]*598ministrator, at the time of his appointment, is not sure who are the heirs of the decedent. However, after research on his part and after considering the proof submitted to him, he may become entirely satisfied, before the time for distribution arrives, that his list of heirs is complete and does not deem it necessary to file a suit to determine heirs.

This brings us to the question of whether, under these sections, an heir may force the hand of an administrator and compel him to submit to a suit to determine the heirs of the estate he is administering. It may be, before the estate is ready for distribution, that the administrator is satisfied that the heir bringing the suit is actually the heir he claims to be. But the administrator owes a duty, not only to an heir who might sue him to establish his relationship, but he also owes a duty to the Court and to all the other heirs to ascertain who they are. If any heir is omitted from the distribution the responsibility does not fall upon an over anxious heir who brings suit against the administrator but it rests upon the shoulders of the administrator.

Of course, if an administrator is not sure who the heirs of the estate are or that he has a complete list of them, for his own protection, he will file a suit to determine heirs (§Í0509-101 GC). But an administrator, if he does what is expected of him by virtue of his appointment, will prepare his list of heirs as meticulously as he knows how and will procure the necessary proof of relationship before he submits the matter to the Probate Court for a final determination of heirship. This of course takes time and he will be deprived of this necessary time if an heir is permitted to force him into a suit to determine heirs before the period arrives when he may be forced to make a distribution. (Sec. 10509-182 GC.)

What then is the meaning of §10509-100 GC upon which plaintiff relies?

It simply means that whenever it shall be necessary for any other person (one other than an administrator) to determine who are or were the heirs-at-law of a deceased person, any interested party may ask the Court for a determination of the heirs-at-law of such deceased person. It must be necessary for such interested person to have such a determination made. There may be several instances where this necessity arises.. For example, take a case where a will leaves property to “John Doe” for life and upon his death to the heirs of “John Doe.” An uncertainty might arise upon the death of “John Doe” as to who are his heirs. Such uncertainty could give rise to the necessity of one of the heirs bringing a suit, under §10509-100 GC to have the Probate Court deter[599]*599mine who are the heirs of “John Doe.” Again, suppose the will provided that the remainder was to go to the heirs of the testator living at the time of the testator’s death. In that case it may be necessary for one of the heirs of the testator to bring a suit under said section to have the Probate Court determine who were the heirs of the testator. Again, suppose under the terms of a testamentary trust the corpus of the trust, upon its termination, was to be distributed to the heirs of the testator living at the time of the termination of the trust.

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Related

In Re Estate of Soeder
220 N.E.2d 547 (Ohio Court of Appeals, 1966)

Cite This Page — Counsel Stack

Bluebook (online)
107 N.E.2d 643, 62 Ohio Law. Abs. 595, 48 Ohio Op. 143, 1952 Ohio Misc. LEXIS 350, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stofft-v-oshaughnessy-ohprobctfrankli-1952.