Calame v. Treece, 07ca0073 (9-30-2008)

2008 Ohio 4997
CourtOhio Court of Appeals
DecidedSeptember 30, 2008
DocketNo. 07CA0073.
StatusPublished
Cited by14 cases

This text of 2008 Ohio 4997 (Calame v. Treece, 07ca0073 (9-30-2008)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Calame v. Treece, 07ca0073 (9-30-2008), 2008 Ohio 4997 (Ohio Ct. App. 2008).

Opinion

DECISION AND JOURNAL ENTRY
{¶ 1} Appellants/Cross-Appellees, Walter and Louise Calame (collectively "the Calames"), appeal from the judgment of the Wayne County Court of Common Pleas, Probate Division. This Court affirms.

I
{¶ 2} This case revolves around a contest to several documents, consisting of the will, trusts, and a quit-claim deed that Blanche G. Calame executed before her death on January 30, 2005. Although Blanche originally executed a will that devised equal shares of her estate to each of her four children, Blanche later executed documents that would convey the vast majority of her estate to one of her sons, Walter Calame. Blanche also appointed Walter power of attorney ("POA") and removed her son Jay E. Calame as the nominated executor of her estate. Blanche further named Lois Treece, a paralegal at the law firm that had prepared her will and trust, as the successor trustee to the trust that she executed in 1989 and restated in 1992. *Page 2

{¶ 3} After Blanche died, Treece filed an application to probate Blanche's May 23, 1992 will and an application for authority to administer her estate. Three of Blanche's four children, Jay E. Calame, Pauline Gable, and Donna Mae Maibach (collectively "the siblings"), also filed an application for authority to administer the estate. After viewing Blanche's purported will, the siblings filed suit against Treece and the Calames. The siblings argued that Blanche's 1992 will, 1989 quit-claim deed, and 1989 and 1992 trust declarations were all the product of undue influence and that the Calames were unjustly enriched by the property transfers made under the aforementioned documents. The siblings also sought a declaratory judgment, asking the court to remove Treece as the trustee of Blanche's Trust, to invalidate all of the aforementioned documents, and to order that all of Blanche's property be returned to her estate.

{¶ 4} On June 8, 2007, Walter filed a motion for summary judgment, which relied upon the siblings' depositions. The siblings filed a motion to strike their deposition transcripts in response, arguing that Walter failed to comply with Civ. R. 30(E) because he had not given the siblings an opportunity to correct and sign their transcribed depositions before filing them. The trial court granted the siblings' motion on July 9, 2007, struck their depositions for purposes of summary judgment, and denied Walter's motion for summary judgment, finding that it relied entirely upon the unauthenticated transcripts. The court later indicated, however, that it would permit Walter to rely upon the depositions for cross-examination purposes at trial as the siblings had an opportunity to review and correct their transcribed depositions before trial.

{¶ 5} The matter proceeded to a jury trial on July 23, 2007. The siblings sought to invalidate the will, trusts, and the land deed that Blanche entered into after 1988 under either of two theories: forgery or undue influence. At the end of trial, the court directed a verdict in the Calames' favor on the issue of whether the 1992 will and trust were subject to forgery. *Page 3 Consequently, as to the 1992 will and trust, the siblings submitted their claim to the jury solely upon the theory of undue influence. The jury returned its verdict in favor of the siblings, finding that Blanche's 1989 trust and deed and 1992 will and trust were invalid. The court entered judgment on the jury's verdict on August 8, 2007, invalidating all of the aforementioned documents and ordering that all of the property bequeathed therein be returned to Blanche's estate. The court also revoked Treece's status as the executor of the estate, an appointment made pursuant to Blanche's 1992 will, and appointed Blanche's daughter, Donna Maibach, as executrix in her place.

{¶ 6} Subsequently, Treece and the Calames filed motions for a new trial. The court denied their respective motions on September 13, 2007.

{¶ 7} On October 9, 2007, the Calames filed their notice of appeal, raising nine assignments of error for our review. On October 16, 2007, the siblings filed their notice of a cross-appeal, raising one cross-assignment of error for our review.

II
Assignment of Error Number One
"THE LOWER COURT ERRED BY ACCEPTING THE JURY VERDICT AND ENTERING JUDGMENT FOR APPELLEES WHEN THE ANSWERS TO JURY INTERROGATORIES WERE IRRECONCILABLY INCONSISTENT."

Assignment of Error Number Two
"THE LOWER COURT ERRED BY DENYING THE APPELLANTS' MOTION FOR NEW TRIAL AND JUDGMENT NOTWITHSTANDING THE VERDICT."

{¶ 8} In their first and second assignments of error, the Calames argue that the trial court erred in accepting the jury's verdict and in failing to grant their motion for judgment notwithstanding the verdict ("JNOV"), or in the alternative for a new trial, on the basis that the *Page 4 jury returned inconsistent interrogatories. Specifically, they argue that the trial court erred in failing to exercise one of the remedies set forth in Civ. R. 49(B). We disagree.

{¶ 9} After a court enters judgment on a jury's verdict, a party may file a JNOV to have the judgment set aside on grounds other than the weight of the evidence. See Civ. R. 50(B). This Court reviews a trial court's grant or denial of a JNOV de novo. Williams v. Spitzer AutoWorld Amherst, Inc., 9th Dist. No. 07CA009098, 2008-Ohio-1467, at¶ 9, citing Osler v. Lorain (1986), 28 Ohio St.3d 345, 347. "JNOV is proper if upon viewing the evidence in a light most favorable to the non-moving party and presuming any doubt to favor the nonmoving party reasonable minds could come to but one conclusion, that being in favor of the moving party." Williams at ¶ 9, citing Civ. R. 50(B).

{¶ 10} Civ. R. 49(B) provides, in relevant part, as follows:

"When one or more of the answers is inconsistent with the general verdict, judgment may be entered pursuant to Rule 58 in accordance with the answers, notwithstanding the general verdict, or the court may return the jury for further consideration of its answers and verdict or may order a new trial."

Civ. R. 49(B) authorizes the trial court to fashion a remedy upon the determination that the jury's interrogatories conflict with the general verdict because "[t]he overall goal is to have the jury return a general verdict and interrogatory answers that complement that general verdict."Colvin v. Abbey's Restaurant, Inc. (1999), 85 Ohio St.3d 535, 538. An appellant bears the burden of demonstrating irreconcilability. Barr v.Ohio Edison Co. (Feb. 17, 1995), 9th Dist. No. 16629, at *3.

{¶ 11} The jury ruled in favor of the siblings on all counts, concluding that Blanche's 1989 trust and quit-claim deed and 1992 will and trust were all invalid. The jurors answered the interrogatories accompanying their general verdict forms as follows: *Page 5

"1.

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Bluebook (online)
2008 Ohio 4997, Counsel Stack Legal Research, https://law.counselstack.com/opinion/calame-v-treece-07ca0073-9-30-2008-ohioctapp-2008.