The Matter of Line, Unpublished Decision (8-18-1997)
The Matter of Line, Unpublished Decision (8-18-1997)
Opinion of the Court
OPINION
Plaintiff-appellant, Robert L. Line, appeals an order of the Butler County Court of Common Pleas, Probate Division, denying appellant's demand for a preliminary and permanent injunction in a will construction action.Marie N. Line ("the testatrix") died testate on July 25, 1994. She was survived by her three children: appellant, Jeanne Woodrey, and Betty L. Steigerwald. On August 11, 1994, the testatrix's will, dated July 24, 1989, was admitted to probate and Woodrey was appointed executrix of the estate in accordance with the provisions of the will. (Woodrey is hereinafter referred to as "the executrix.") The testatrix's three children are all beneficiaries under the will. On September 8, 1995, appellant filed a complaint in the probate court against defendants-appellees, the estate of Marie N. Line and the executrix, seeking a construction of the will and to enjoin the executrix from selling the testatrix's real property.1 An amended complaint filed September 27, 1995 added Steigerwald as a defendant.
The will provided in items two, three, and five as follows:
ITEM TWO: I give and bequeth [sic] my personal effects to my daughters, Jeanne Woodrey and Betty L. Steigerwald, share and share alike.
ITEM THREE: I give, devise and bequeath all the rest, residue and remainder of my property, real and personal, tangible and intangbile [sic], of every kind and description, wherever situated, absolutely and in fee simple, to my children, Robert L. Line, Jeanne Woodrey and Betty L. Steigerwald, share and share alike or to the lineal descendants per stirpes of any deceased child.
* * *
ITEM FIVE: I nominate and appoint my daughter, Jeanne Woodrey, to be the Executor of my Will, hereby authorizing and empowering her to compound, compromise, settle and adjust all claims and demands in favor of or against my estate; and to sell, at private or public sale, at such prices, and upon such terms of credit or otherwise, as she may deem best the whole or any part of my real or personal property, and I direct my executor to sell all my tangible personal property and real property as soon as practicable after the time of my decease giving to my said Executors if named herein the same right as other persons to purchase from my estate and to execute, acknowledge and deliver deeds and other property instruments of conveyance thereof to the purchaser or purchasers, and to pay any commissions or fees connected with said sale or sales. No purchaser from my Executor need see to the application of the purchase money to or for the purposes of the trust, but the receipt of my Executor shall be a complete discharge and acquittance therefor. My Executor shall have the right to collect rents and pay the expenses of any real estate until such time as it is disposed of. I request that no bond be required of my Executor.
In a memorandum filed November 1, 1995, appellant argued that the residuary clause in item three and the testamentary power of sale in item five were conflicting provisions which could not be reconciled, and that as a result, the will had to be construed. Appellant argued that a fair construction of the will was "to give full effect to the dispositive provisions of items two and three, and to treat as administrative the language in item five, which contains no dispositive provisions at all."
In a decision filed on April 23, 1996, the probate court found that the language of the will contained no specific bequest of any of the testatrix's real property and that item three of the will was a residuary clause. The probate court concluded that while legal title to the testatrix's real property vested in the beneficiaries named in item three of the will, "the direction to sell found in item five, when read together with the subsequent phrase that `[m]y Executor shall have the right to collect rents and pay the expenses of any real estate until such time as it is disposed of' manifest[ed] an absolute or imperative direction to sell and convert her real estate as part of the administration of her estate." (Emphasis sic). By judgment entry filed October 1, 1996, the probate court denied appellant's demand for a preliminary and permanent injunction and dismissed appellant's complaint. This timely appeal followed.
In his sole assignment of error, appellant argues that the trial court erred in construing the will. More specifically, appellant argues (1) that item five cannot be reconciled with item three as item five does not contain any order to distribute the proceeds from the sale of the real property; (2) that the probate court erroneously applied the doctrine of equitable conversion thereby nullifying the only dispositive clause in the will; and (3) that item three should prevail over item five as item three contained "the most unambiguous language indicating the testator's dispositive intent * * *."
It is well-established that in the construction of a will, the sole purpose of the court is to ascertain and carry out the intention of the testator. Oliver v. Bank One, Dayton, N.A. (1991),
We note at the outset that while appellant labels item three of the will as a residuary clause, his statement that "[n]o other specific bequest or devise [other than in items two and three] is contained in the will" suggests that item three is a specific devise of real property. Item three provides in relevant part that "I give, devise and bequeath all the rest, residue and remainder of my property, real and personal, * * * to my children * * *."
It is well-established that the words "all the rest, residue and remainder" are generally indicative of a residuary clause, that is, a clause which disposes of that part of the testator's estate which has not been specifically devised and bequeathed previously. In re Estate of Derifield (1993),
Furthermore, "[a] specific devise of realty is a gift of a specific parcel of land so described in the will as to distinguish it from other land or property." Passoni v. Breehl (P.C. 1944), 41 Ohio Law Abs. 315, 320. "Under this definition, a devise of all of a testator's realty * * * is general and not specific." Id. In light of all of the foregoing, we find that item three is a residuary clause and not a specific devise of the testatrix's real property.
Upon the probate of a testator's will, the title to real property devised under the will vests immediately in the devisees, Woodbridge v. Banning (1863),
Item five of the will provides in relevant part that I * * * appoint * * * Woodrey, to be the Executor of my Will, hereby authorizing and empowering her * * * to sell * * * as she may deem best the whole or any part of my real or personal property, and I direct my executor to sell all my * * * real property as soon as practicable after the time of my decease * * *. * * * my Executor shall have the right to collect rents and pay the expenses of any real estate until such time as it is disposed of. (Emphasis added.)
The foregoing language does not merely grant a power of sale to the executrix, it also explicitly gives the executrix a direction to sell the real property as soon as practicable after the testatrix's death. In light of this imperative direction to sell, the fact that item three is a residuary clause, and R.C.
In its April 23, 1996 decision, the trial court rebutted appellant's argument that because item five did not contain any order to distribute the proceeds from the sale of the property, it could not prevail by applying the doctrine of equitable conversion.
The doctrine of equitable conversion is well-recognized in Ohio, Feiler v. Feiler (1948),
Appellant argues that the doctrine of equitable conversion had no application to the case at bar because the will did not contain "separate provisions for the passing of interests in real and personal property" and cites Geiger v. Bitzer (1909),
Appellant also argues that as one of the beneficiaries of the will, he has the option to take his share of the real property outright and cites Holt v. Lamb (1867),
In Holt, the Ohio Supreme Court held that "[w]here land is devised to a tenant * * * with direction that at his death it be sold, and the proceeds divided among his children, the children may elect at his death to take the land itself, or to have it sold for their benefit." Id., paragraph one of the syllabus. A reading of Holt suggests that an election to take the land would have to be made by all of the children, "if all are capable of electing." Village of Belle Center v. Bd. of Trustees of Roundhead Twp. (1918),
A review of the record first shows that not all three beneficiaries of the testatrix's will agree to take the testatrix's real property rather than sell it. While appellant would apparently elect to take the land (especially since he is actually living on the subject property), the executrix, who is also a named beneficiary, apparently found it to be in the best interest of the estate for the property to be sold pursuant to the testatrix's direction as set forth in item five.
The record also shows that appellant cannot elect to take the land. To be capable of electing, "beneficiaries [must] have succeeded to rights concerning the land itself." Village of Belle Center,
In light of all of the foregoing, we therefore hold that the probate court properly construed the testatrix's will. Appellant's sole assignment of error is overruled and the judgment of the probate court is affirmed.
YOUNG, P.J., and WALSH, J., concur.
If a qualified executor, administrator, or testamentary trustee is authorized by will or devise to sell any class of personal property whatsoever or real estate, no order shall be required from the probate court to enable him to act in pursuance of the power vested in him. A power to sell authorizes a sale for any purpose deemed by such executor, administrator, or testamentary trustee to be for the best interest of the estate, unless the power is expressly limited by such will. A review of the record shows that the executrix's power to sell not limited by the testatrix's will. R.C. The property of an estate which is specifically bequeathed may be delivered over to the legatee entitled thereto. Such legatee must secure its redelivery on demand to the executor or administrator. Otherwise, such property must remain in the hands of the executor or administrator to be distributed or sold, as required by law and the condition of the estate.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.