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In re Estate of Logan

Supreme Court of Ohio
Mar 16, 1938
13 N.E.2d 911 (Ohio 1938)

Opinion

No. 26675

Decided March 16, 1938.

Appeal — Probate Court to Common Pleas Court — Section 10501-56 et seq., General Code — Settling accounts of fiduciary — Appellate Procedure Act inapplicable — Fiduciary exempt from giving appeal bond, when — Section 10501-59, General Code.

1. Appeals on law and fact from the Probate Court to the Court of Common Pleas from any order or judgment sustaining exceptions to the account of an executor shall be taken in the manner now provided for in Sections 10501-56 to 10501-61, inclusive, General Code.

2. The general provisions of the Appellate Procedure Act (116 Ohio Laws, 104) have no application to appeals to the Common Pleas Court from any order, decision or judgment of the Probate Court in settling the accounts of an executor, administrator, guardian or trustee, such appeals being specifically excepted therefrom by the provisions of Section 12223-3, General Code.

3. Under the provisions of Section 10501-59, General Code, an appellant, who is a party in a fiduciary capacity, from an order or judgment of the Probate Court sustaining exceptions to an account is exempt from giving an appeal bond only if he has given bond in Ohio for the faithful discharge of his duties, and appeals in the interest of his trust.

APPEAL from the Court of Appeals of Lucas county.

This controversy had its origin in the Probate Court of Lucas county, wherein issue was presented by the filing of exceptions to the first and final accounts of Alfred J. Croll as executor of the last will and testament of Adda B. Logan. The exceptions were filed by George Logan, the surviving spouse of the testator, who had elected to take under the law.

The exceptions were in certain respects sustained, the details of which are immaterial in the consideration of the question of law presented. Exceptions were reserved to the Probate Court's action, which was on February 2, 1937, and the appellants, Alfred J. Croll, individually and as executor of the Adda B. Logan estate, and Judson R. Linthicum, as administrator of the Mary E. Day estate, filed their notice of appeal to the Court of Common Pleas February 20, 1937.

On March 3, 1937, Alfred J. Croll individually filed an appeal bond in the sum of $50. No other appeal bond was filed at any time.

The Court of Common Pleas dismissed the appeals upon the ground that the several appellants had failed to file appeal bonds as required by statute governing such procedure, which judgments of dismissal were affirmed by the Court of Appeals. Upon motion, the case was ordered certified to this court.

Mr. Alfred J. Croll and Mr. Judson R. Linthicum, in propria persona, for appellants.

Messrs. Foster Foster, for George Logan, appellee.


The record in this case was ordered certified and is before us for consideration by reason of the question involved of the applicability of the provisions of the new Appellate Procedure Act to cases taken on appeal from the Probate Court to the Court of Common Pleas.

The appellants have proceeded upon the theory, and still contend, that Section 12223-12, General Code, applies to such appeals and therefore governs and controls such procedure. That section is as follows:

"Executors, administrators, guardians, receivers, trustees, trustees in bankruptcy, and county treasurers, acting in their respective trust capacities, who have given bond in this state, with surety according to law, and the state of Ohio or an officer thereof shall not be required to give the bond mentioned in General Code Section 12223-9."

The contention of the appellants, however, ignores completely the specific provisions of Section 12223-3, General Code, which is a part of the same act, wherein the procedure here in question is clearly and definitely excepted from the general provisions of the act; for it is there provided that "except that appeals from judgments of probate courts and of justices of the peace upon questions of law and fact shall be taken in the manner now provided for in General Code Sections 10501-56 to 10501-61, inclusive, and Sections 10382 to 10398, inclusive, respectively."

Sections 10501-56 to 10501-61, in accordance with which it is thus directed that appeals from judgments of the Probate Court shall be taken, are a part of the Probate Code (114 Ohio Laws, 320, effective January 1, 1932). Section 10501-56 specifically authorizes and provides for appeal from the Probate Court to the Court of Common Pleas "from any order, decision or judgment of the Probate Court in settling the accounts of an executor * * *." Correlated Sections 10501-57 and 10501-58 prescribe the times of filing and the amount of the bond in such appeals, and Section 10501-59, General Code, provides as follows:

"When an appellant from an order, judgment or decree, in or by any state court or tribunal is a party in a fiduciary capacity in which he has given bond in Ohio for the faithful discharge of his duties, appeals in the interest of his trust, upon written notice to the court, within the time limited for giving bond, of intention to appeal, it shall be allowed without bond."

It is to be observed that when one who, in a fiduciary capacity and in the interest of his trust, appeals from a judgment or order of any court he is exempt from giving an appeal bond if he has given bond in Ohio for the faithful discharge of his duties in such fiduciary capacity.

The language of the controlling statutory provisions is substantially the same as when construed and applied in the case of Collins, Exr., v. Millen, 57 Ohio St. 289, 48 N.E. 1097, wherein it was held that, though the appeal is by a party in a fiduciary capacity, he is not exempt from giving an appeal bond where the judgment appealed from is one affecting adversely his own pecuniary interests. The court rejected the contention that the words, "in the interest of," meant "in respect of " or "concerning," and stated in the following portion of the opinion: "This clause [appeals in the interest of the trust] according to the ordinary meaning of the words when employed in the connection here found, plainly limits the right of one, who is a party in a fiduciary capacity, to appeal without giving bond to cases where the appeal is taken for the benefit of the trust."

The basis of the appeal of Linthicum as administrator of the estate of Day, deceased, as was that of Croll, executor of the will of Logan, deceased, was attorney fees — not in the interest or enhancement of either estate — for personal interest and not "in the interest of the trust." As to Croll individually, as a matter of course the appeal was properly dismissed in the absence of an appeal bond, and as to Croll, executor, there was the further ground that he had not even given bond for the faithful discharge of his duties. Having been issued letters testamentary "without bond" would not authorize exemption from the giving of a bond in an appeal proceeding.

It follows that the judgment of the Court of Appeals is in all respects correct and it is therefore affirmed.

Judgment affirmed.

WEYGANDT, C.J., DAY, ZIMMERMAN, WILLIAMS, MYERS and GORMAN, JJ., concur.


Summaries of

In re Estate of Logan

Supreme Court of Ohio
Mar 16, 1938
13 N.E.2d 911 (Ohio 1938)
Case details for

In re Estate of Logan

Case Details

Full title:IN RE ESTATE OF LOGAN

Court:Supreme Court of Ohio

Date published: Mar 16, 1938

Citations

13 N.E.2d 911 (Ohio 1938)
13 N.E.2d 911

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