Ohio Revised Code

Ohio Rev. Code § 2107.63 (2026)

Real or personal property devised, bequeathed or appointed to trustee of existing trust

✓ current as of May 2026
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A testator may by will devise, bequeath, or appoint real or personal property or any interest in real or personal property to a trustee of a trust that is evidenced by a written instrument signed by the testator or any other settlor either before or on the same date of the execution of the will of the testator, that is identified in the will, and that has been signed, or is signed at any time after the execution of the testator's will, by the trustee or trustees identified in the will or their successors or by any other person lawfully serving, by court appointment or otherwise, as a trustee.

The property or interest so devised, bequeathed, or appointed to the trustee shall become a part of the trust estate, shall be subject to the jurisdiction of the court having jurisdiction of the trust, and shall be administered in accordance with the terms and provisions of the instrument creating the trust, including, unless the will specifically provides otherwise, any amendments or modifications of the trust made in writing before, concurrently with, or after the making of the will and prior to the death of the testator. The termination of the trust, or its entire revocation prior to the testator's death, shall invalidate the devise, bequest, or appointment to the trustee.

This section shall not affect any of the rights accorded to a surviving spouse under section 2106.01 of the Revised Code. This section applies, and shall be construed as applying, to the wills of decedents who die on or after the effective date of this amendment, regardless of the date of the execution of their wills.

Notes of Decisions
Cited in 5 cases, 1985–2018 · leading case: Mackay v. Thomas, 2018 Ohio 4154 (Ohio Ct. App. 2018).
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Mackay v. Thomas, 2018 Ohio 4154 (Ohio Ct. App. 2018). · cites it 4× “{¶ 30} R.C. § 2107.63, which is also referred to as Ohio's pour-over clause statute, provides: A testator may by will devise, bequeath, or appoint real or personal property or any interest in real or personal property to a trustee of a trust that is evidenced by a written…”
Clymer v. Mayo, 473 N.E.2d 1084 (Mass. 1985). “” See Ohio Rev. Code Ann. § 2107.63 (Baldwin 1978).”
Carnahan v. Stallman, 504 N.E.2d 1218 (Ohio Ct. App. 1986). “The property and interests so transferred are then subject to R.C. 2107.63, which provides that they become “* * * part of the trust estate, shall be subject to the jurisdiction of the court having jurisdic *297 tion of such trust, and shall be administered in accordance with…”
Gehrke v. Senkiw, 2016 Ohio 2657 (Ohio Ct. App. 2016). · cites it 3× “{¶ 11} The plaintiffs contend that the probate court erred by construing Item II of Kramariuk’s 2013 Will as incorporating, by reference, the trust into the will.”
Est. of Harper v. Comm'r, 93 T.C. 368 (1989). · cites it 4× “This section shall not affect any of the rights accorded to a surviving spouse under section 2107.”
Annotations are extracted automatically from the opinions in the Syfert caselaw corpus and ranked by authority, recency, and treatment. Dots show Syfertize treatment of the citing case itself.