From Casetext: Smarter Legal Research

Nelson v. Minton

Court of Appeals of Ohio
May 8, 1933
187 N.E. 576 (Ohio Ct. App. 1933)

Opinion

Decided May 8, 1933.

Wills — Construction — Intention determined from language, considering facts when will executed or testatrix died — Words or phrases not interpolated by court — Intestacy avoided, but lapses not prevented, when — Presumption that testatrix knew devises void, where devisees dead — Lapsed legacies — Will dividing estate between relatives of testatrix and her husband.

1. Testatrix's intention is of paramount importance, but it must be determined from language of will and applied to facts existing at time will was written, or possibly at testatrix's death.

2. Courts must construe wills and not re-write them by interpolating words or phrases into them.

3. Courts will construe will to avoid intestacy, if possible, but cannot prevent a lapse, where words constituting testate disposition are lacking.

4. Presumption is that testatrix knew that devises to persons known by her to be dead, and not her relatives, were void, since it is common knowledge that devises to such persons lapse (Section 10504-73, General Code [114 Ohio Laws, 360]).

5. Where testatrix, in will dividing estate between her own and her husband's relatives, knew that certain named relatives of her husband were dead, devises to them were void (Section 10504-73, General Code [114 Ohio Laws, 360]).

ERROR: Court of Appeals for Butler county.

Mr. C.W. Elliott, for plaintiffs in error.

Messrs. Williams, Sohngen, Fitton Pierce, for defendants in error.


This is a proceeding in error from the court of common pleas of Butler county in which it is sought to reverse the judgment of that court construing a will.

The case presents an interesting question which, though rare, is not altogether novel.

Briefly stated, the facts are that the testatrix in her will divided her estate equally between the relatives of her deceased husband and her own relatives. In the will these were mentioned by name. At the time of the execution of the will, a brother and sister of the deceased husband, and a niece and two nephews, were dead and known to be dead by the testatrix, when she signed the will.

It is contended that the intention of the testatrix is plain; that she intended to distribute one-half of her estate among the relatives of her deceased husband, or their descendants, per stirpes.

Several considerations at once assert themselves. The testatrix could have easily used language to make this purpose, not only evident, but plainly mandatory. She did not use such language. The law is well known, even to the laymen, that a devise to a deceased person lapses. Section 10581, General Code (now Section 10504-73, General Code, 114 Ohio Laws, 360), makes an exception to this rule, but only in the case of relatives of the testator. Foreman, Admx., v. Medina County Natl. Bank, 119 Ohio St. 17, 162 N.E. 42.

While the intention of the testatrix is of paramount importance — over every other consideration — it must be ascertained from the language used, applied to the facts existing at the time of the writing of the will, or possibly at her death.

Courts cannot interpolate words or phrases into a will. To do so is to write what the testatrix has not written. It is the written will that the court must construe.

While courts will avoid intestacy, if possible, the desire to do so cannot prevent a lapse, where words constituting testate disposition are lacking.

Now in this case the testatrix knew the devisees in question were dead when she signed the will. She also is presumed to know that devises to them lapsed and were void. What was her intention in naming them? A mere gesture in the direction of an equal distribution between her own and her husband's relatives? An intent to give a group distribution with a taking by the survivors? A per stirpes distribution? Any one of these or other suggestions can at best be but opinions, guesses, one as good as the other.

In Dildine v. Dildine, Exr., 32 N.J. Eq. 78, at page 81 of the opinion, the court says: "But when he made the will he knew that his sisters were both dead, and yet the gift is to them by name. If he intended that the brothers should have all the property which was the subject of the gift, why not say so? Why give to each of the two sisters an equal share of it with them? It must be remembered that he knew the sisters were dead. He might have intended (and I think he probably did so intend) by the gift to bestow one-quarter of the property on the children of his sisters, the scrivener using the names of the sisters with a view thus to express the testator's intention that their children should take per stirpes. But if such was the testator's intention, he has not so declared it as to effectuate it. The rules of construction forbid the substitution of the children for the parent under such a bequest."

See, also, Stiegler v. Hibbert, 17 Del. Ch. 32, 147 A. 252.

In conclusion we find no rule of construction justifying the writing into the will in question the necessary words to effect either a survivorship or per stirpes distribution to the descendants of the relatives of the deceased husband or to the survivors of such deceased relatives known by the testatrix to be dead at the time she executed the will.

Our opinion that one or the other of these dispositions was her intention cannot be substituted for testamentary language effecting the same. The judgment of the common pleas court is affirmed.

Judgment affirmed.

HAMILTON, P.J., and CUSHING, J., concur.


Summaries of

Nelson v. Minton

Court of Appeals of Ohio
May 8, 1933
187 N.E. 576 (Ohio Ct. App. 1933)
Case details for

Nelson v. Minton

Case Details

Full title:NELSON ET AL. v. MINTON, EXR., ET AL

Court:Court of Appeals of Ohio

Date published: May 8, 1933

Citations

187 N.E. 576 (Ohio Ct. App. 1933)
187 N.E. 576

Citing Cases

In re Gibbons' Estate

" In Nelson v. Minton, 46 Ohio App. 30, 187 N.E. 576, the court used this language: "Courts cannot…

In re Doyle's Estate

It is generally held, in the absence of a statute to the contrary, that where a legacy or devise is left to a…