Grilli v. Smith

2012 Ohio 6146
CourtOhio Court of Appeals
DecidedDecember 26, 2012
Docket2012-CA-12
StatusPublished
Cited by4 cases

This text of 2012 Ohio 6146 (Grilli v. Smith) 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
Grilli v. Smith, 2012 Ohio 6146 (Ohio Ct. App. 2012).

Opinion

[Cite as Grilli v. Smith, 2012-Ohio-6146.]

COURT OF APPEALS FAIRFIELD COUNTY, OHIO FIFTH APPELLATE DISTRICT

JUDGES: ESTATE OF ROBERT V. GRILLI : Hon. Patricia A. Delaney, P.J. : Hon. W. Scott Gwin, J. Plaintiff-Appellee : Hon. William B. Hoffman, J. : -vs- : : Case No. 2012-CA-12 VIRGINIA SMITH, ET AL : : Defendants-Appellants : OPINION

CHARACTER OF PROCEEDING: Civil appeal from the Fairfield County Court of Common Pleas, Case No. 2006CV00345

JUDGMENT: Affirmed

DATE OF JUDGMENT ENTRY: December 26, 2012

APPEARANCES:

For Plaintiff-Appellee For Defendants-Appellants

MARK R. RIEGEL RONALD NOGA Dagger, Johnston, Miller, Ogilvie & 1010 Old Henderson Road, Suite I Hampson, LLP Columbus, Ohio 43220 144 E. Main Street P. 0. Box667 Lancaster, Ohio 43130-0667 [Cite as Grilli v. Smith, 2012-Ohio-6146.]

Gwin, J.,

{¶1} Defendants-appellants Virginia Smith, Diana Camden, Grilli Real Estate

Corporation and Valerio’s, Inc., appeal a judgment of the Court of Common Pleas of

Fairfield County, Ohio, entered in favor of plaintiffs-appellees the Estate of Robert V.

Grilli by and through Virginia Grilli, the Executor and Administrator and Virginia Grilli in

her individual capacity. Appellants assign six errors to the trial court:

{¶2} “I. THE TRIAL COURT ERRED AS A MATTER OF LAW AND ABUSED

ITS DISCRETION IN GRANTING APPELLEE A DEFAULT JUDGMENT ON AN

AMENDED COMPLAINT WHEN APPELLANTS HAD APPEARED IN THE CASE, HAD

BEEN LITIGATING THE DISPUTE FOR OVER THREE YEARS AND HAD FILED A

PROPOSED ANSWER AND MOTION TO FILE OUT OF RULE WITHIN 42 DAYS

FROM THE DATE THEIR COUNSEL HAD WITHDRAWN.

{¶3} “II. THE TRIAL COURT ERRED AS A MATTER OF LAW IN REFUSING

TO PERMIT APPELLANTS TO PRESENT EVIDENCE CONSISTENT WITH THE

COMMON LAW DEFENSE OF RECOUPMENT TO NULLIFY THE DAMAGE CLAIMS

OF APPELLEE.

{¶4} “III. THE TRIAL COURT ERRED AS A MATTER OF LAW AND ABUSED

ITS DISCRETION IN ORDERING JUDICIAL DISSOLUTION OF APPELLANTS, GRILLI

REAL ESTATE CORPORATION INC., AND VALERIO'S INC., WHEN THE

STATUTORY REQUIREMENTS FOR SUCH DISSOLUTION WERE NOT MET; NONE

OF THE PLEADINGS RECITED THE ELEMENTS NECESSARY FOR JUDICIAL

DISSOLUTION; THE ISSUE OF DISSOLUTION WAS NEVER EXPRESSLY TRIED;

AND JUDICIAL DISSOLUTION WOULD PREJUDICE APPELLANTS IN THAT BOTH Fairfield County, Case No. 2012-CA-12 3

CORPORATIONS HAVE PENDING CLAIMS IN THE COMMON PLEAS COURT

AGAINST COUNSEL FOR APPELLEE HEREIN FOR LEGAL MALPRACTICE.

{¶5} “IV. THE TRIAL JUDGE (MARTIN) ERRED AS A MATTER OF LAW IN

HOLDING THAT THE THREE COUNTS OF THE COMPLAINT FILED BY

APPELLANTS HEREIN AGAINST APPELLEE, VIRGINIA GRILLI, AS AN INDIVIDUAL,

WERE BARRED BY THE STATUTE OF LIMITATIONS.

{¶6} “V. THE COMPLAINT FILED AGAINST VIRGINIA GRILLI INDIVIDUALLY

IN CASE NO. 2009-CV -79, CONSOLIDATED HEREIN, WAS NOT FRIVOLOUS AND

CANNOT BE THE BASIS FOR SANCTIONS.

{¶7} “VI. THE TRIAL JUDGE ERRED AS A MATTER OF LAW IN GRANTING

APPELLEE A PARTIAL SUMMARY JUDGMENT ON DAMAGES WITHOUT HOLDING

THE HEARING PREVIOUSLY ORDERED BY THE COURT.”

{¶8} This is the third time these matters have come to us for review. There

have been three original cases filed: one in probate court and two in common pleas

court. There is also a pending legal malpractice case arising out of these cases. In order

to understand what issues are before us, a condensed statement of facts and procedure

is necessary.

The Proceedings in Probate Court

{¶9} In Smith v. Estate of Grilli, 5th Dist. No. 05CA33, 2005-Ohio-5711 (Grilli I.)

we reviewed the proceedings in the probate case, No. 62498. We found Robert Grilli

died intestate on July 15, 2004, and his widow, Virginia Grilli, was appointed the

administratrix of his estate. The Probate Court gave Virginia Grilli until April 30, 2005 to

file an inventory of his estate. Part of the estate was the decedent’s interest in two Fairfield County, Case No. 2012-CA-12 4

businesses decedent and his two sisters had inherited from their father, Grilli Real

Estate Corporation and Valerio’s, Inc.

{¶10} On February 4, 2005, decedent’s sisters, appellants Virginia Smith and

Diana Camden, on behalf of themselves individually and as shareholders of Grilli Real

Estate Corporation and Valerio’s, Inc.; and on behalf of Grilli Real Estate Corporation as

its officers, filed a claim against Virginia Grilli in the amount of $1,505,895.79, based

upon the decedent’s business transactions with regard to the corporations. The claim

was not filed within six months of the decedent’s death. Smith and Camden filed a

petition for leave to file the late claim, arguing they had not filed the claim within the

required six months of the decedent’s death because the business records necessary to

make them aware of the existence of the claim were in the decedent’s possession.

{¶11} On February 11, 2005, appellee Virginia Grilli acting as administratrix of

the estate, rejected the claims as untimely. The Probate Court agreed and on February

16, 2005, found the claim was time barred. The first appeal then came to this court.

{¶12} In Grilli I, we affirmed the Probate Court’s judgment based upon R.C.

2117.06. We also held the proper forum to litigate for equitable relief would not be in

the Probate Court, but rather in the General Division of the Common Pleas Court, by

filing a complaint on the rejected claim. R.C. 2117.12. Our decision was not appealed

to the Supreme Court.

The Complaint and Counterclaim in the General Division, No. 06-CV-0345

{¶13} On March 31, 2006, the estate filed a complaint against appellants Smith

and Camden for an accounting and declaratory judgment. The complaint requested an

accounting for, among other things, the unauthorized sale of assets of both corporations Fairfield County, Case No. 2012-CA-12 5

by appellants Smith and Camden. The complaint asked for a declaratory judgment to

determine the parties’ shareholder interest in Valerio’s, Inc.

{¶14} The complaint recited that decedent Robert Grilli was the registered owner

and holder of one-third shareholders/ownership interest in the Grilli Real Estate

Corporation. Appellees alleged that during the proceedings, appellants had made

contradictory statements regarding the interests decedent, Smith, and Camden held in

Grilli Real Estate and Valerio’s.

{¶15} Appellants Diana Camden and Virginia Smith are the sole officers of Grilli

Real Estate, and also claim to be the sole officers of Valerio’s. Appellees alleged these

appellants had custody and control of all records, bank accounts, income and assets of

both corporations. Appellees alleged in October 2005 the appellants sold assets of both

the corporations without corporate meetings or authorization.

{¶16} Appellants filed a counterclaim based upon the facts of the 2005 claim

against the estate that had previously been rejected as untimely in the probate

proceedings. On August 7, 2007, the trial court granted summary judgment in favor of

appellees as a matter of law on the counterclaim, finding the action had not been

commenced within two months after rejection of the claim, as required by R.C. 2117.12.

The court also ruled on other matters not at issue in this appeal, but did not rule on the

merits of appellees’ complaint. In the Estate of Grilli v. Smith, 5th Dist. No. 07CA51,

2008-Ohio-3126 (Grilli II) we affirmed the court’s decision.

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