Summary
finding that Ohio Supreme Court syllabus are binding precedent
Summary of this case from McIntosh v. Stanley-Bostitch, Inc.Opinion
No. 82-1456
Decided July 13, 1983.
Probate — Will contest action — Amendments may be made to complaint to join necessary parties — Civ. R. 15 (C) and R.C. 2107.72 — Amendments relate back to date of original filing — Courts — All lower courts bound to adhere to principles set forth in syllabus of Supreme Court opinion.
O.Jur 3d Decedents' Estates §§ 1219, 1223.
In a will contest action, amendments may be made to a complaint to join necessary parties pursuant to Civ. R. 15. Such amendments, under Civ. R. 15 (C), relate back to the date of the original filing. (Paragraph two of the syllabus of State, ex rel. Smith, v. Court, 70 Ohio St.2d 213 [24 O.O.3d 320], approved and followed.)
CERTIFIED by the Court of Appeals for Lucas County.
On September 16, 1981, the Last Will and Testament of Helen J. Bosenberg was admitted to probate in the Probate Division of the Court of Common Pleas of Lucas County. Appellees, Virginia L. Klem and Doris L. Hutchinson, were appointed as co-executrixes, pursuant to the will.
On October 7, 1981, appellants, Ann M. Smith, Sylvia B. Diemer, and Hazel L. Brinlee, sisters of the decedent, filed an action to set aside the will. On November 5, 1981, appellees filed separate answers. On February 2, 1982, appellees filed a motion to dismiss appellants' complaint for the reason the court lacked jurisdiction of the matter. In their accompanying brief, appellees contended appellants had failed to join as necessary parties to the action a niece and nephew of the decedent and to join as a necessary party Virginia L. Klem in her capacity as a co-executrix of the decedent's estate. They argued the failure to join said parties in the action deprived the court of jurisdiction of the subject matter pursuant to R.C. 2107.73.
On March 3, 1982, appellants filed a motion to amend their complaint by joining Fred Baker, Jr., a nephew of the decedent, Florence Skarich, a niece of the decedent, and Virginia L. Klem, as co-executrix, as parties.
On March 26, 1982, the trial court granted appellees' motion to dismiss the complaint, finding that it lacked jurisdiction of the subject matter. The court of appeals affirmed, holding that failure to name necessary parties in a will contest action complaint, being jurisdictional in nature, cannot be remedied by resorting to Civ. R. 15 since the operation of that rule would extend the jurisdiction of the court contrary to Civ. R. 82.
The court of appeals, finding its judgment to be in conflict with the judgment of the Court of Appeals for Mahoning County in Levine v. Union National Bank (April 29, 1981), No. 80 C.A. 86, unreported, certified the record of the case to this court for review and final determination.
Messrs. Moan Raker and Mr. James E. Brazeau, for appellants. Messrs. Eastman Smith, Mr. Jamille G. Jamra, Mr. Barry W. Fissel and Mr. Robert A. Kelb, for appellees.
The issue presented is whether amendments adding necessary parties may be made to a complaint in a will contest action and relate back to the date of the original filing pursuant to Civ. R. 15 (C).
Prior to January 1, 1976, will contest cases were governed by R.C. Chapter 2741. R.C. 2741.02 listed all the necessary parties to such an action. R.C. 2741.09 required such an action to be brought within six months after the will was admitted to probate.
Based upon the provisions of R.C. Chapter 2741, it was well-settled in this state that the right to contest the validity of a will required the initiating party to name and join all necessary parties listed under R.C. 2741.02 within the six-month limitation period contained in R.C. 2741.09. The failure to comply with this mandate operated to divest the court of common pleas of jurisdiction of such a cause. Bazo v. Siegel (1979), 58 Ohio St.2d 353 [12 O.O.3d 318]; Kluever v. Cleveland Trust Co. (1962), 173 Ohio St. 177 [18 O.O. 2d 461]; Fletcher v. First National Bank (1958), 167 Ohio St. 211 [4 O.O.2d 268]; Gravier v. Gluth (1955), 163 Ohio St. 232 [56 O.O. 228].
However, effective January 1, 1976, R.C. Chapter 2741 was repealed and R.C. Chapter 2107, dealing with will contest actions, became effective. Although the sections of R.C. Chapter 2107 paralleled the former sections of R.C. Chapter 2741, they substantially altered will contest actions in this state.
One of the major changes appears in R.C. 2107.72 which provides:
"The Rules of Civil Procedure govern all aspects of a will contest action, except as otherwise provided in sections 2107.71 to 2107.75 of the Revised Code."
In State, ex rel. Smith, v. Court (1982), 70 Ohio St.2d 213 [24 O.O.3d 320], paragraph two of the syllabus, this court held:
"Due to the enactment of R.C. 2107.72, amendments may be made to plaintiff's complaint to join necessary parties in a will contest action. These amendments would, under Civ. R. 15 (C), relate back to the date of the original filing."
In Smith, this court was cognizant of the former decisions affirming the dismissal of will contest actions where all necessary parties were not timely joined, see Kluever, Fletcher and Gravier, supra, but distinguished those cases "* * * on the grounds that they interpreted the Probate Code prior to its revision in 1976." Id. at 216-217, footnote 5.
In the cause sub judice, the court of appeals reviewed the decision in Smith and concluded that the second paragraph of the syllabus was obiter dictum and had no precedential value.
We conclude in the cause sub judice, for the reasons stated in Smith, that amendments may be made to a complaint in a will contest action to join necessary parties pursuant to Civ. R. 15 and such amendments, under Civ. R. 15 (C), relate back to the date of the original filing.
We expressly reject the conclusion of the court of appeals that resort to Civ. R. 15 (C) would operate to extend the jurisdiction of the court in violation of Civ. R. 82. The General Assembly, by enacting R.C. 2107.72, effective January 1, 1976, specifically applied the Rules of Civil Procedure to will contest actions. Civ. R. 15 (C) provisions, for the first time, became applicable to such actions. The General Assembly must be presumed to have been cognizant of the relation back provisions of Civ. R. 15 (C) when it enacted R.C. 2107.72. Due to this change in the law in 1976 relating to will contest actions, the application of Civ. R. 15 (C) to such actions no longer operates to expand the jurisdiction of probate courts in violation of Civ. R. 82, as the court held in Holland v. Carlson (1974), 40 Ohio App.2d 325 [69 O.O.2d 299]. Any expansion of jurisdiction in such actions originated with the General Assembly when it provided that the Rules of Civil Procedure now govern will contest actions.
As to the precedential value of the second paragraph of the syllabus of Smith, it is well-established that the syllabus of an opinion issued by this court states the law of the case. DeLozier v. Sommer (1974), 38 Ohio St.2d 268, 271 [67 O.O.2d 335]; Cassidy v. Glossip (1967), 12 Ohio St.2d 17 [41 O.O.2d 153], paragraph six of the syllabus; Baltimore Ohio Rd. Co. v. Baillie (1925), 112 Ohio St. 567, paragraph two of the syllabus; Cleveland-Akron Bag Co. v. Jaite (1925), 112 Ohio St. 506; Merrick v. Ditzler (1915), 91 Ohio St. 256, 264. As such, all lower courts in this state are bound to adhere to the principles set forth therein. Merrick v. Ditzler, supra.
In the past, this court has examined the syllabi of several of its cases and concluded that when obiter dictum appears therein it must be so recognized and considered. State, ex rel. Bd. of Edn., v. Morton (1975), 44 Ohio St.2d 151, 153-154 [73 O.O.2d 454]; DeLozier v. Sommer, supra. However, that determination is a function reserved exclusively for this court. Until such a determination is made, the syllabus is presumed to be the law of the case and all lower courts are bound to adhere to the principles set forth therein.
For the foregoing reasons, the judgment of the court of appeals is reversed and the cause is remanded to the probate court for further proceedings.
Judgment reversed and cause remanded.
CELEBREZZE, C.J., SWEENEY, LOCHER, HOLMES, C. BROWN and J.P. CELEBREZZE, JJ., concur.
COOK, J., of the Eleventh Appellate District, sitting for W. BROWN, J.