Leopold v. Weaver
Leopold v. Weaver
Opinion of the Court
This action was brought to obtain a construction of the will of John Shock. The material parts of the will are as follows:
“Item 1. I hereby devise and bequeath unto my beloved wife, Amanda Shock, all-the real estate of which I may die seized to be hers for and during her natural life, and at her death, I desire that my executor 'hereinafter named shall proceed to sell my said real estate under the order of the Probate Court, legally obtained, and that he divide the pro*380 ceeds of such sale equally among the following named persons, towit: Elizabeth Shock Weaver, Frank Shock, Harvey Shock and Wilbert Shock— they being my children — all my children except Flora Shoes Hern, and I desire that my said children above named and to whom I have given the proceeds of my said real estate as set forth above shall give to my said daughter, Flora Shock Hern, the sum of One Hundred Dollars, the same to be her full share and interest in all my estate.
“Item 2. I give and bequeath unto my said wife all my personal estate to be hers absolutely. And it is my further will that, should my personal estate and the income from said realty be not sufficient to keep my said wife after my decease, in a comfortable manner, then that my said real estate may be sold in whole or in part as my said executor may deem. advisable, and the proceeds from such sale be turned over to my said wife as she may need it for her comfortable support.”
After the execution of the will, and before the death of the testator, the wife of the testator died, and the legacy provided for her benefit in Item 2 of the will lapsed. The chief question arises as to the disposition of the personalty. It is contended on behalf of the executor and the heirs, exclusive of Flora Shock Hern, that the personalty as well as the realty was intended by the will to go to the children, exclusive of Flora Shock Hern; and that Flora Shock Hern, was to be disinherited as to all of the estate of the testator except the $100 mentioned.
Counsel representing each side of the controversy have presented unusually exhaustive and
.We think that by an almost unbroken line of decisions, beginning in the common- law and recognized and followed in most of the states, including our own, it is -established that property undisposed of by a testator descends to the heirs and distributees under the statute of descent and distribution, and that the right of an heir to inherit property not disposed of by the will is not affected by a clause in the will attempting to disinherit him. This doctrine was -established in the case of Crane v. Doty, 1 Ohio St., 279, of which the following is the syllabus:
“A testator can not, by any words of exclusion used in his will, disinherit one of his lawful heirs, in respect to property not disposed of by his will.
“Such words can not be used to control the course of descent, so as to carry the property to his other heirs.
“They can not be used to raise an estate by implication in favor of his other heirs; there being no attempt' in the will to dispose of the property or to create any interest therein.”
The opinion in this case was written by Judge Ranney and contains a full review of the authorities in England and this country.
It was there contended, as it is in the case at bar, that the English doctrine is contrary to the reason and spirit of our own laws and rules of inheritance. This argument was overruled in the opinion
It is argued that the Crane v. Doty case does not apply to the case at bar for the reason that in that case the property -which the heirs took was not mentioned in the will while in the case at bar the testator made a disposition of all his property, including the property in controversy, and that, upon the face of -the will, the intention would appear to exclude the heir in disfavor from any share in the whole estate.
We think, however, that the same rule applies to property which becomes undisposed of property by the lapsing of a legacy that applies to property not mentioned in the -will. The testator is presumed to anticipate that a legatee may die during his lifetime, and that the legacy may lapse; and if the testator does not provide for that contingency in the will the property would be undisposed of and would descend according to the statute. In re Gorgas’ Estate, 166 Pa. St., 269; Gallagher v. Crooks, 132 N. Y., 338; Tea v. Mitten, 257 Ill., 624, and 40 Cyc., 1943.
Counsel cite the case of Moon, Admr., v. Stewart et al., 87 Ohio St., 549, as launching a new doctrine and a modification of Crane v. Doty. It is true that Crane v. Doty was distinguished, but we find no criticism or modification of the doctrine of Crane v. Doty. The Moon v. Stewart case involved a will the terms of which were crude, yet
It is contended that the special devise to Flora Shock Hern was expressed by the will “to be her full share and interest in all my estate.” Particular emphasis is placed upon the word'“all.” But it will be observed that there is no residuary or other devise to carry the personalty to the four children; it would therefore follow that the testator in the contingency of the death of his wife intended to leave the estate to- descend as intestate property.
Had the wife survived the husband the four favored children would have taken none of the personalty under the will. Thé personalty would in that event have been taken absolutely by the wife, and the portion unconsumed by her would have been subject to her disposition or pass by the statute of descent and distribution to her heirs or next of kin.
■ The four children of the testator can not claim the personalty under any dispositive term of the will. They can only claim under the statutes of descent and distribution. In doing so they invoke relief under a statute which confers title equally upon all the children. The children can not invoke the statute of descent and distribution so far as it favors them, and deny the title in favor oh Flora Shock Hern conferred by the same statute. Judge Ranney, in Crane v. Doty, says at page 283:
“The property must be disposed of upon the death of the owner. It may be disposed of by will; but if it is not, the law disposes of it to all the children alike. All dominion of the owner over*384 it ceases with his life. To allow a testator to leave his property undisposed of, and by will to control the course of descent and distribution, would be to allow him to repeal the law of the land. It must go by devise or descent; * * * and it is impossible to conceive of an estate created by a mixture of the two.”
The claim that there is a devise by implication in favor of the four children to the exclusion of the fifth in the case at bar is also met by the opinion of Judge Ranney in Crane v. Doty.
It is also contended that the construction that the property involved in the lapsed legacy should go to all heirs should apply only to the personalty existing at the time .of the execution of the will and not to real estate subsequently converted.
It appears that Mr. Leopold prepared the will of the testator on April 7, 1911; Mr. Leopold testifies that he drew the will and the three affidavits found in the record and that John Shock made oath to his affidavit before him — the affidavit' of John Shock being dated April 7. It appears that on April 8 John Shock and his wife executed before A. W. Somers, J. P., a deed to John H. Shock for the 26-acre tract of land, and that John H. Shock and wife executed notes and mortgage for unpaid purchase money. John H.- Shock testifies that he agreed to pay $4,000 for the tract of land, that :he paid $1,000 in cash, gave notes and a mortgage for $2,000, and gave an unsecured note for $1,000. The deed was filed with the recorder on April 18, at 10:35 a. m. We think the evidence establishes the inference that this deed.must have taken effect on April 8.
No intention appears in the will that any portion of the property devised to the wife was upon her death to pass under the terms of the will to any other person, and the personalty therefore became undisposed of property and passed under the law and not under the will.
Considerable stress is laid upon the use of the word “proceeds” as found in both Items 1 and 2 of the will.
In Item 1 the testator provides for the conversion by the executor after his death of the real ■estate of which he died seized. In Item 2 the word “proceeds” in like manner refers to that derived from a sale by the executor for the support of the wife. We find no reasonable basis for the claim that the term “proceeds” was intended to apply to real estate that he himself had converted into personalty prior to the time of the execution of the will.
Counsel for plaintiff urge that the court should construe the will broadly, and accomplish the purpose of the testator as reflected in his affidavit which he directed to be placed with the will.
There is no reference in the will to the affidavit, nor is the affidavit executed conformably to the Wills Act. We have considered the affidavits and the other evidence as circumstances, so far as they throw light upon the meaning of doubtful words, but we can not consider dispositive terms or expressions dé hors the will for the purpose of adding' to or controlling terms of the will. It therefore follows that Flora Shock Hern is entitled to participate with the other children in the distribution of the personalty arising ■ from the lapsing of the legacy to the testator’s wife.
Decree accordingly.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.