Voss v. Voss

129 N.E.2d 322, 71 Ohio Law. Abs. 577, 57 Ohio Op. 246, 1955 Ohio Misc. LEXIS 365
CourtCourt of Common Pleas of Ohio, Hamilton County
DecidedJune 20, 1955
DocketNo. A-147681
StatusPublished
Cited by1 cases

This text of 129 N.E.2d 322 (Voss v. Voss) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Hamilton County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Voss v. Voss, 129 N.E.2d 322, 71 Ohio Law. Abs. 577, 57 Ohio Op. 246, 1955 Ohio Misc. LEXIS 365 (Ohio Super. Ct. 1955).

Opinion

OPINION

By WEBER, J.:

Arthur H. Voss died, testate, on October 17, 1953. He drew his will without the benefit of counsel. It was executed on July 20, 1945; at the top of the page is the date July 20, 1945. The entire will reads as follows:

“July 20. 1945

LAST WILL AND TESTAMENT OF ARTHUR H. VOSS

It is my will that in the event of my death all my property real and [580]*580personal shall be held in trust by the Western Bank & Trust Co. Cincinnati, for a period of 5 years for my daughter Jean Voss Nolan. Said daughter to be paid the interest on said estate for this period and to be given the entire estate outright at the end of 5 years.

In the event of her death before mine, or before the expiration of 5 years from date, provided she dies without children, then my entire estate shall go outright to my sister Luella — brothers Raymond and Clifford and Clara Bollman. 1/6 to Clifford — 1/3 to Luella — 1/3 to Raymond and 1/6 to Clara Bollman.

If Jean dies before the expiration of said five years leaving a child or children, said estate shall be held in trust for said children for a period of 25 years from date of Jean Voss Nolan’s death, the child or children to be paid the interest only and lump sum at expiration of trust.

My daughter to be executrix without bond.

Albert Cash and Edward Wehmer Attorneys.

Signed this 20th. day of July 1945

Arthur H. Voss

Witnessed

L. A. Kallies

Stella Schmidt”

The will was probated on November 13, 1953. The defendant, the Fifth-Third Union Trust Company, was appointed Trustee on April 6, 1955. The plaintiff, Jean Voss, the daughter of the testator, on April 19, 1955 filed a suit in partition, she being the owner of an undivided one-half interest in the real estate described in the petition, which was acquired from her mother. She is also the primary beneficiary of the undivided one-half interest in said real estate devised by the will of her father. The defendant, the Fifth-Third Union Trust Company, as Trustee, filed an answer joining in the prayer for partition and also a cross-petition asking for a construction of the provisions of said will and further, if the Court finds there are future contingent interests created by said will, that a sale be made of said real estate under the provisions of §§5303.21 to 5303.31 inclusive, R. C., the so-called Disentailment Statutes.

All possible beneficiaries who are now living have been made parties and have waived service of summons and entered their appearance both to the petition and the cross-petition.

The first four questions involve the meaning of the words “from date” contained in that part of paragraph two which reads

“In the event of her death before mine, or before the expiration of 5 years from date,”

and in the provision in the third and last dispositive paragraph, which reads:

“If Jean dies before the expiration of said five years.”

If possible, particularly when the will is drawn by a layman, such interpretation should be made as will harmonize all the provisions of the will and make them effective so that the testator will not die wholly or partially intestate. If the words “from date” be construed to mean from the date of the execution of the will and the date at the top of the page, many contradictions and inconsistencies will result. These [581]*581are too numerous to mention; one illustration will suffice. The testator begins the will “in the event of my death.” Death is a certain event; only the time and cause are contingent. If given a literal interpretation, the words “in the event” make the will depend upon a contingency and we find that contingency by reference to the words “after date,” so that the will would read “If my death occurs within five years after date.” The testator survived that period, and consequently if that interpretation is given, the will cannot take effect and the testator died intestate. This result should be avoided if possible.

If he words “after date” are interpreted to mean after the effective date of the will, that is, after the date of the death of the testator, pracically all inconsistencies and contradictions disappear and there is no intestacy either wholly or partially, according to the interpretation of the estates created, hereinafter decided. Is there anything in the language of the will which justifies and in fact requires interpreting the ambiguous words “after date” as referring to the effective date of the will? In the second paragraph the testator creates certain interests in certain relatives in these words: “In the event of her (meaning the daughter and primary beneficiary) death before mine, or before the expiration of 5 years from date.” It was possible that the daughter might die at a time which was before the death of the testator and which also before the expiration of five years from date, that is, the alternative contingencies based on time mean practically the same thing. A logical construction is that the testator, by creating contingencies in the alternative, intended distinct .contingencies, based upon distinct and opposing periods. The words “five years from date”'must be read in connection with the words “before my death” and as opposed thereto, in other words, as a period after his death. In addition thereto, the words “after date” logically refer to the effective date of the will, before which time there is no will.

The following answers are made to the eight questions propounded:

Question 1. The date intended is the effective date of the will, that is, five years after the death of the testator.

Question 2. The effect of this construction upon the other provisions of the will is to render effective the gift to the daughter, the trust porion of which cannot begin until the death of the testator. Also the contingency “her death within five years after my death” has not yet expired and the limitations over may become effective and the defeasible estate of the daughter has not yet become absolute and any purchaser of the real estate before the expiration of that period would take only a defeasible title.

Question 3. Since the daughter has a present vested, although defeasible estate, as hereinafter decided, the trust begins immediately upon the death of the testator. There is nothing in the will requiring a contrary conclusion.

Question 4. With reference to the contingency in the third paragraph, “If Jean dies before the expiration of said five years,” said period begins at the death of the testator. This period is the same as that provided in the second paragraph; the limitations over being in the alternative, if she dies leaving children or if she dies without leaving [582]*582children but necessarily based upon the same point of time. In this limitation over to the children, if any survive her, the contingency “if she dies before me” is omitted; it was not necessary; if her death preceded that of the testator, the gift being to a daughter, if she died before the testator, survived by issue, said issue would take under the lapsed gift statute.

Sec. 2107.52 R. C.; Phillips, Executor, v. McConica, 59 Oh St 1; Flinn, Administrator, v. Brodbeck, et al, 147 Oh St 49.

Question 5.

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Related

Schneider v. Dorr
210 N.E.2d 311 (Lake County Probate Court, 1965)

Cite This Page — Counsel Stack

Bluebook (online)
129 N.E.2d 322, 71 Ohio Law. Abs. 577, 57 Ohio Op. 246, 1955 Ohio Misc. LEXIS 365, Counsel Stack Legal Research, https://law.counselstack.com/opinion/voss-v-voss-ohctcomplhamilt-1955.