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In re Estate of Straub

2026-08-04

Authorities cited

Opinion

majority opinion

[Cite as In re Estate of Straub, 2026-Ohio-3006.]

IN THE COURT OF APPEALS

TWELFTH APPELLATE DISTRICT OF OHIO

BUTLER COUNTY

IN RE: :

CASE NO. CA2025-09-107

ESTATE OF JOHN C. STRAUB, JR., :

DECEASED OPINION AND

: JUDGMENT ENTRY

8/4/2026

:

:

:

APPEAL FROM BUTLER COUNTY COURT OF COMMON PLEAS

PROBATE DIVISON

Case No. PE23-06-0683

Gunsher Attorneys, Ltd., and Joshua Gunsher and Michael P. Richardson, for appellees.

Bolin & Troy L.L.C., and Charles D. Maddox and Cathryn N. Loucas, for appellants.

OPINION

BYRNE, P.J.

{¶ 1} Savannah Ellen Lewis appeals the decision of the Butler County Court of

Common Pleas, Probate Division, denying her application to admit to probate the

purported will of her grandfather, John C. Straub, Jr. ("Grandfather"). For the reasons

Butler CA2025-09-107

discussed below, we affirm.1

I. Factual and Procedural Background

{¶ 2} Grandfather died in 2023. In 2025, his granddaughter, Lewis, sought to

admit Grandfather's durable power of attorney ("POA") to the probate court as his last will

and testament. Shortly thereafter, the probate court entered an interlocutory order

denying Lewis's application. In so doing, the probate court found that the instrument Lewis

offered for probate was "not a will" because it did not "purport to dispose of the decedent's

estate." (Underlined text in original.)

{¶ 3} Following the court's interlocutory order, Lewis requested that the probate

court hold a hearing on the matter. Lewis made her request pursuant to R.C. 2107.181,

which provides that if the probate court denies an application to admit a will to probate,

the court must "continue the matter for further hearing," during which "witnesses may be

called, subpoenaed, examined, and cross-examined." Upon the conclusion of the

hearing, the court shall then either "revoke its interlocutory order . . . and admit it to

probate, or enter a final order refusing to probate it."

{¶ 4} The probate court held the requested hearing. At the hearing, Lewis's

counsel presented two witnesses: Jonathan Gleisinger and Scott Stoll. Gleisinger testified

that he had known Grandfather for 25 years and that he was a witness to the purported

will. Stoll testified to the same and indicated that he was a brother-in-law and "really good

friend" of Grandfather. He also stated that he was a "witness to a notary for the will/POA"

or "whatever it was called" and that he "kn[e]w exactly what [Grandfather] wanted." Stoll

further testified that Grandfather "wanted absolutely everything to go to his three

grandchildren" and that Grandfather made that "very clear" to him.

1. Pursuant to Loc.R. 6(A), we have sua sponte removed this appeal from the accelerated calendar. See 902 Carp Loveland L.L.C. v. Potts, 2026-Ohio-1313, ¶ 1, fn. 1 (12th Dist.).

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{¶ 5} Following the hearing, Lewis filed a motion to reopen or to continue the oral

hearing for the "limited purpose" of further examining Gleisinger. The magistrate denied

the motion, finding that "there [was] no benefit in affording [Lewis] an opportunity to elicit

additional testimony from [Gleisinger]" because "[f]urther testimony would have no

bearing on the Court's ultimate decision that the purported Will is a [POA] which

terminated upon the decedent's death." The magistrate further stated that the POA could

not be "extended or transformed into another instrument thereafter no matter what [Lewis]

otherwise wishe[d]."

{¶ 6} Later that same day, the magistrate entered an order denying Lewis's

application to admit the purported will to probate. In the magistrate's order, the magistrate

recognized that the purported will was titled "Durable Power of Attorney" and that a

provision in the instrument "instructed the decedent's appointed Attorney-in-Fact

("Agent") to 'divide all my worldly possessions among my 3 grandchildren who have lived

with me their entire life . . . Savannah, Tiffany and Corey will divide everything among

them.'"

{¶ 7} In so doing, the magistrate found that "the dispositive provision" in the

purported will was the final sentence, which stated that the "Durable Power of Attorney

shall remain in effect until my demise or until it is revoked by me through written

notification to my Agent." From this provision, the magistrate found that "[i]t [was] clear .

. . that all powers and authority conferred on the decedent's Agent by this instrument were

to end upon the decedent's death" and that reliance on the POA to "serve as a Will after

the decedent's death for the purpose of allocating and dividing the decedent's worldly

possessions [was] misplaced."

{¶ 8} Lewis objected to the magistrate's decision. In her objections, Lewis argued

that the magistrate erred in denying her application because the "denial was based on

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her substantive interpretation of the language contained in the will rather than the formal

requirements of the execution of a will as contained in Ohio Revised Code 2107.03." A

few weeks later, Lewis filed a supplement to her objections, stating that the "document

must be admitted to probate" because it "satisfie[d] all of the essential items . . . in ORC

2107.03."

{¶ 9} On August 11, 2025, the probate court overruled Lewis's objections and

affirmed and adopted the magistrate's decision. Lewis subsequently appealed, raising

two assignments of error for review. We will address each of Lewis's two assignments of

error in turn.

II. Law and Analysis

{¶ 10} Lewis's first assignment of error states:

THE TRIAL COURT ERRED IN DENYING THE

APPLICATION TO ADMIT THE DECEDENT'S WILL TO

PROBATE PURSUANT TO R.C. 2107.18 WHERE THE WILL

FACIALLY COMPLIED WITH ALL EXECUTION

FORMALITIES PRESCRIBED BY R.C. 2107.03.

{¶ 11} In support of her first assignment of error, Lewis argues that the probate

court erred in denying her application to admit a purported will to probate pursuant to R.C.

2107.18 because R.C. 2107.18 "strictly limits the court's review to confirming the will's

facial compliance with execution formalities under R.C. 2107.03" and "preclud[es] a

substantive interpretation of the document's contents."

{¶ 12} We disagree with Lewis's argument as it is inconsistent with the plain

reading of R.C. 2107.18 and Ohio caselaw.

A. Can a Probate Court Examine the Contents of a Purported Will?

{¶ 13} To begin our analysis, we must start with the text of R.C. 2107.18. The first

paragraph of that statute, which is titled "Admission to Probate," provides, in pertinent

part, the following:

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The probate court shall admit a will to probate if it appears

from the face of the will, or if the probate court requires, in its

discretion, the testimony of the witnesses to a will and it

appears from that testimony, that the execution of the will

complies with the law in force at the time of the execution of

the will in the jurisdiction in which the testator was physically

present when it was executed, with the law in force in this

state at the time of the death of the testator, or with the law in

force in the jurisdiction in which the testator was domiciled at

the time of the testator's death.

(Emphasis added.) R.C. 2107.18.

{¶ 14} In reviewing a trial court’s interpretation of statutory text, our review is de

novo. State v. Gwynne, 2023-Ohio-3851, ¶ 8. To that end, our "duty in construing a statute

is to determine and give effect to the intent of the General Assembly as expressed in the

language it enacted." Pelletier v. Campbell, 2018-Ohio-2121, ¶ 14, citing Griffith v.

Aultman Hosp., 2016-Ohio-1138, ¶ 18. Rather than reading the tea leaves of legislative

history to divine legislative intent, the legislature's intent is to be determined from the

words actually used in the statute. See Caldwell v. Whirlpool Corp., 2024-Ohio-1625, ¶

13. "Therefore, '[t]he question is not what did the general assembly intend to enact, but

what is the meaning of that which it did enact.'" Id., quoting Slingluff v. Weaver, 66 Ohio

St. 621 (1902), paragraph two of the syllabus. "In other words, in construing the words of

a statute we are to determine the original public meaning of the actual words the General

Assembly enacted and apply that meaning." State ex rel. Moore v. Fornshell, 2025-Ohio65, ¶ 14 (12th Dist.), citing Pelletier at ¶ 14.

{¶ 15} "'If the meaning of the statute is unambiguous and definite, it must be

applied as written and no further interpretation is necessary.'" State ex rel. Burrows v.

Indus. Comm., 78 Ohio St.3d 78, 81 (1997), quoting State ex rel. Savarese v. Buckeye

Local School Dist. Bd. of Edn., 1996-Ohio-291, ¶ 7. Unambiguous statutes are to be

applied according to the plain meaning of the words used and courts are not free to delete

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or insert words. Burrows at 81. In reviewing statutory text, we also first read words and

phrases in context and construe them according to rules of grammar and common usage.

Moore at ¶ 16, citing State ex rel. Steele v. Morrissey, 2004-Ohio-4960, ¶ 21.

{¶ 16} With respect to its first paragraph, R.C. 2107.18 unambiguously provides

that it is the duty of the probate court to admit a "will" to probate if it appears on the face

of the will that "the execution of the will complies with the law in force . . ." Because R.C.

2107.18 requires the probate court to admit a "will" to probate, it is reasonable to infer

that the probate court may examine the contents of the purported will to determine

whether it is, in fact, a "will" before admitting or denying the purported will to probate. This

is evident from the plain language of R.C. 2107.18, which does not state that the probate

court must admit any "document" or "purported will" to probate if it complies with R.C.

2107.03; the statute plainly states that the probate court "shall admit a will." (Emphasis

added.) R.C. 2107.18.

{¶ 17} Other Ohio appellate courts have upheld the same principle—that a probate

court must examine whether a purported will is a will—before admitting or denying a

purported will to probate pursuant to R.C. 2107.18.

{¶ 18} For example, the Third District Court of Appeals demonstrated this principle

in In re Will of Miekle, 1977 WL 199309, *3 (3d Dist. June 30, 1977), when it examined

the plain language of R.C. 2107.18 and held that "[i]t was apparent from [R.C. 2107.18]

that before an instrument may be admitted to probate it must be a will and it can only be

a will if it disposes of property by performance after death." The Third District reasoned

that "[i]f the General Assembly intended otherwise it could readily have used the terms

instrument, writing or document, instead of the term will" in the plain language of the

statute. Id.

{¶ 19} We agree with the Third District's analysis of R.C. 2107.18 and find it

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consistent with our interpretation that a probate court must determine whether the

purported will is a will before it denies or admits it to probate. That is, the probate court

did not err in examining the contents of the purported will before denying it admission to

probate, even if the purported will complied with the formal will requirements of R.C.

2107.03. Therefore, finding no merit to Lewis's argument, Lewis's first assignment of error

is overruled.

B. Is the Purported Will a Will?

{¶ 20} Lewis's second assignment of error states:

THE TRIAL COURT ERRED IN FINDING THAT THE

PURPORTED WILL WAS NOT A WILL.

{¶ 21} In support of her second assignment of error, Lewis argues that the probate

court erred in finding that the POA was not a will because the "Will/POA expresses

testamentary intent to distribute property upon death." Specifically, Lewis contends that

the provision in the POA's "Special Instructions" section expressed testamentary intent.

That provision states: "My sister is POA and she has been instructed to divide all my

worldly possession among my 3 grandchildren who have lived with me their entire life.

Savannah, Tiffany, and Corey will divide everything among them."2 We find no merit to

Lewis's argument.

{¶ 22} As stated previously, R.C. 2107.18 requires that the purported will be an

actual "will" to be admitted to probate. In statutory construction, we give words their plain,

ordinary meaning—unless the legislature has clearly expressed a contrary intention. In re

Application of 6011 Greenwich Windpark, L.L.C., 2019-Ohio-2406, ¶ 19. Here, we must

2. We note that, as phrased, the text of the POA is ambiguous as to whether Grandfather’s sister was to divide his "worldly possessions" between his "3 grandchildren" or whether "Savannah, Tiffany, and Corey" were to divide his possessions. In fact, the POA does not specifically identify "Savannah, Tiffany, and Corey" as Grandfather’s "3 grandchildren," though we understand this to be the case. We need not address the POA’s ambiguous phrasing because our resolution of both assignments of error renders such analysis unnecessary.

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examine the word "will" according to its plain, ordinary meaning, as the legislature did not

express a contrary intention in R.C. 2107.18.

{¶ 23} Notably, R.C. 2107.18 does not define the term "will." Although "will" is not

statutorily defined, its definition has remained consistent. From one of its earliest

definitions, a will was described as a "'legal declaration of a man's intentions which he

wills to be performed after his death.'" See Colton v. Colton, 127 U.S. 300, 309 (1888),

quoting 2 Bl. Comm. 499. The Law of Wills similarly defined a "will" as "an instrument by

which a person makes a disposition of his property to take effect after his decease, and

which is in its nature ambulatory and revocable during his life." Thomas E. Atkinson, Law

of Wills, 2 (2d Ed. 1953). Black's Law Dictionary also defines a "will" as a "document by

which a person directs his or her estate to be distributed upon death." Black's Law

Dictionary (8th Ed. 2004).

{¶ 24} Ohio caselaw follows suit in defining the term "will." For example, a centuryold Ohio Supreme Court opinion recognized that a "will is an instrument by which a person

makes a disposition of property to take effect after death." Moon v. Stewart, 87 Ohio St.

349, 352 (1913), citing 1 Jarman on Wills (6th Ed.) *18. In the same opinion, the Ohio

Supreme Court acknowledged that the "Supreme Court of the United States adopted

Blackstone's definition, which declares a will to be 'the legal declaration of a man's

intention which he wills to be performed after his death.'" Moon at 358, quoting Colton at

309.

{¶ 25} More recently, this court along with other districts have similarly defined a

will. In In re Estate of Hand, 2016-Ohio-7437, ¶ 27 (12th Dist.), citing In re Rosenbaum

Trust, 2023-Ohio-1830, ¶ 11 (8th Dist.), this court defined a will as having "testamentary

intent" which is the "disposition of property to take effect only at death."

{¶ 26} The Third District, in In re Estate of Ike, 7 Ohio App.3d 87, 88 (3d Dist.),

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held that "at the minimum" a will must have "testamentary intent, i.e., a disposition of

property to take effect only at death." (Emphasis in original.) The court recognized that

the First District had previously found that "'the essential element of a will'" is that it

"''pass[es] title upon the death of the owner.'" Ike at 88, quoting Central Trust Co. v.

McCarthy, 57 N.E.2d 126, 130 (1943).

{¶ 27} Here, the purported will lacks testamentary intent as the document only

contemplates events to take place during the life of Grandfather and expires upon his

death. The document makes no reference to any future interest or to a limitation of

conveyance until the occurrence of Grandfather's death. In fact, the POA specifically

states that "[t]his Durable Power of Attorney shall remain in effect until my demise or until

it is revoked by me through written notification to my Agent."

{¶ 28} Lewis, however, argues that this court should ignore the termination

provision because the termination language governing the POA "does not invalidate the

distinct testamentary provisions." But Lewis fails to cite any legal authority that would

support her argument. We reiterate that it is not the duty of an appellate court to make

arguments for a party, and we refrain to do so here. See Mallikarjunaiah v. Shankar, 2020-Ohio-4508, ¶ 25 (12th Dist.), quoting Dudley v. Dudley, 2019-Ohio-4309, ¶ 10 (12th Dist.)

("'An appellate court will neither construct assignments of error nor create arguments on

behalf of an appellant because it is not the duty of an Ohio appellate court to raise

arguments for the parties.'").

{¶ 29} Even so, the POA is titled "Durable Power of Attorney" and primarily

describes the Agent's duties as a power of attorney. The POA also repeatedly refers to

itself as a POA and even contemplates a separate document as a "Last Will and

Testament." Therefore, Lewis’ argument that the POA was Grandfather's "legal

declaration" which he willed "to be performed after his death" is without merit. Colton at

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309. Thus, finding no merit to Lewis's arguments, Lewis's second assignment of error is

also overruled.

III. Conclusion

{¶ 30} For the reasons outlined above, we overrule Lewis's first assignment of

error because the plain language of R.C. 2107.18 requires the probate court to determine

whether a purported will is, in fact, a will. We also overrule Lewis's second assignment of

error because the purported will lacked the requisite testamentary intent.

{¶ 31} Judgment affirmed.

HENDRICKSON and M. POWELL, JJ., concur.

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JUDGMENT ENTRY

The assignments of error properly before this court having been ruled upon, it is the order of this court that the judgment or final order appealed from be, and the same hereby is, affirmed.

It is further ordered that a mandate be sent to the Butler County Court of Common Pleas, Probate Division, for execution upon this judgment and that a certified copy of this Opinion and Judgment Entry shall constitute the mandate pursuant to App.R. 27.

Costs to be taxed in compliance with App.R. 24.

/s/ Matthew R. Byrne, Presiding Judge

/s/ Robert A. Hendrickson, Judge

/s/ Mike Powell, Judge

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