In Re Moore, Unpublished Decision (10-27-2003)
In Re Moore, Unpublished Decision (10-27-2003)
Opinion of the Court
DECISION AND JUDGMENT ENTRY {¶ 1} Shirley Fetters appeals the judgment of the Highland County Common Pleas Court, Probate Division, that declared Orville Moore's bequest to her "adeemed," i.e., revoked. Because Mr. Moore's bequest of the note and mortgage is a specific bequest, we conclude Mr. Moore's receipt of the money during his lifetime was an ademption of the bequest. Ms. Fetters also challenges the court's ruling excluding a portion of her testimony as hearsay. We conclude Mr. Moore's statement that the money in the bank account would belong to Ms. Fetters is inadmissible hearsay.
{¶ 2} In 1988, Mr. Moore sold a parcel of property to Elihu Warner, Jr. and Connie Warner. The Warners executed a promissory note in the amount of $80,000 and gave Mr. Moore a mortgage on the property to secure repayment of the note. The note provided for a repayment period of twenty years. Six years later, Mr. Moore executed his Last Will and Testament. In his will, Mr. Moore bequeathed his interest in the Warners' note to Ms. Fetters. The will instructed the executrix to assign all of Mr. Moore's rights in the note and mortgage to Ms. Fetters.
{¶ 3} In 1996, two years after Mr. Moore executed his will, the Warners paid off their promissory note for the sum of $61,415.11. Ms. Fetters deposited this money into Mr. Moore's checking account at NCB Savings Bank. Mr. Moore died on November 25, 2001. At the time of his death, Mr. Moore's checking account contained $13,808.08. The parties agree that the $13,808.08 in Mr. Moore's account represents the money remaining from the payoff of the promissory note.
{¶ 4} Mr. Moore's will was admitted to probate in February 2002. In August 2002, Connie Reynolds, the executor of Mr. Moore's estate, filed a complaint for construction of the will. The complaint sought a ruling regarding whether Ms. Fetters was entitled to anything from Mr. Moore's estate. In January 2003, after the parties submitted an agreed statement of facts, the court held a hearing on the issue. That same month the court issued a ruling declaring Mr. Moore's bequest to Ms. Fetters adeemed. Ms. Fetters now appeals, raising the following assignments of error:"ASSIGNMENT OF ERROR NO. 1 — The judgment of the court entered on January 17, 2003 is against the weight of the evidence and is contrary to law in its application of the doctrine of ademption. ASSIGNMENT OF ERROR NO. 2 — Defendant states that the trial court erred in the exclusion of certain evidence offered in this case concerning the desire of the decedent as to the bequest made to this defendant under the last will and testament of said decedent."
{¶ 5} In her first assignment of error, Ms. Fetters challenges the trial court's ruling declaring Mr. Moore's bequest to her adeemed.
{¶ 6} We review a judgment involving the construction of a will on a de novo basis. Dunkel v. Hilyard,
{¶ 7} The doctrine of ademption refers to the revocation or taking away of a specific bequest and occurs when the object of the legacy ceases to exist. Ademption applies when the property that is the subject of a specific bequest no longer exists at the time of the testator's death. In re Estate of Hegel,
{¶ 8} Ms. Fetters contends R.C.
{¶ 9} R.C.
{¶ 10} Under R.C.
{¶ 11} The Supreme Court of Ohio's decision in Gilbreath v. Alban
(1840),
{¶ 12} Mr. Moore's will bequeathed to Ms. Fetters his interest in the promissory note, which evidenced the debt owed by the Warners. However, the Warners paid off the note while Mr. Moore was still alive, resulting in an ademption of the bequest. Thus, Mr. Moore's bequest to Ms. Fetters fails. Accordingly, Ms. Fetters' first assignment of error has no merit.
{¶ 13} In her second assignment of error, Ms. Fetters challenges the trial court's ruling excluding a portion of her testimony as hearsay. She contends Mr. Moore's statement is admissible as a present sense impression under Evid.R. 803(1).
{¶ 14} During the final hearing, Ms. Fetters' counsel asked her what happened to the money the Warners gave Mr. Moore as payment of the note. Ms. Fetters responded: "He told me to take it up and put it in the NCB Bank because that would be my money. That's what I did. And that's all I know." Although appellee did not object to this testimony, the trial court sua sponte excluded the testimony describing what Mr. Moore intended to be done with the proceeds, indicating that the testimony violated the Rules of Evidence. Although the trial court did not specify what rule the testimony violated, we agree with Ms. Fetters that the trial court's ruling refers to Evid.R. 802.
{¶ 15} Generally, we will not disturb the trial court's decision to admit or exclude evidence absent an abuse of discretion. See State v.Sage (1987),
{¶ 16} Evid.R. 801(C) defines hearsay as "a statement, other than one made by the declarant while testifying at the trial or hearing, offered in evidence to prove the truth of the matter asserted." Ms. Fetters testified that Mr. Moore told her to put the money in the bank account because it would be her money. She offers this statement as truth of the matter asserted therein, i.e. that Mr. Moore intended her to receive the proceeds contained in the bank account. Thus, the statement is hearsay. Ms. Fetters, however, contends the statement is admissible as a present sense impression.
{¶ 17} Under Evid.R. 803(1), a hearsay statement is admissible if it is a present sense impression. That rule defines a present sense impression as "[a] statement describing or explaining an event or condition made while the declarant was perceiving the event or condition, or immediately thereafter unless circumstances indicate lack of trustworthiness." Evid.R. 803(1). Mr. Moore's statement to Ms. Fetters does not satisfy the requirements for a present sense impression because it does not describe an event or condition. Thus, the trial court acted correctly in excluding the statement as hearsay.
{¶ 18} Moreover, even if Mr. Moore's statement was admissible hearsay, the court would have been justified in excluding the statement under Evid.R. 402, which provides for the exclusion of irrelevant evidence. When the language of the will is clear and unambiguous, the testator's intent must be ascertained from the express terms of the will itself. Domo v. McCarthy (1993),
{¶ 19} Mr. Moore's will clearly and unambiguously bequeathed his interest in the Warners' note to Ms. Fetters. Unfortunately, that note no longer existed at the time of Mr. Moore's death. Because this provision of Mr. Moore's will is clear and unambiguous, the lower court could not consider extrinsic evidence regarding Mr. Moore's intent. Thus, Mr. Moore's statement indicating that the money was to belong to Ms. Fetters is irrelevant. Accordingly, Ms. Fetters' second assignment of error has no merit and we affirm the judgment of the trial court.
JUDGMENT AFFIRMED.
The Court finds there were reasonable grounds for this appeal.
It is ordered that a special mandate issue out of this Court directing the Highland County Common Pleas Court, Probate Division, to carry this judgment into execution.
Any stay previously granted by this Court is hereby terminated as of the date of this entry.
A certified copy of this entry shall constitute the mandate pursuant to Rule 27 of the Rules of Appellate Procedure. Exceptions.
Evans, P.J. Kline, J.: Concur in Judgment and Opinion.
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