Grimes v. Grimes

879 N.E.2d 247, 173 Ohio App. 3d 537, 2007 Ohio 5653
CourtOhio Court of Appeals
DecidedOctober 19, 2007
DocketNos. 06CA56 and 06CA73.
StatusPublished
Cited by16 cases

This text of 879 N.E.2d 247 (Grimes v. Grimes) 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
Grimes v. Grimes, 879 N.E.2d 247, 173 Ohio App. 3d 537, 2007 Ohio 5653 (Ohio Ct. App. 2007).

Opinion

Kline, Judge.

{¶ 1} Lewis F. Grimes (hereinafter, “Lewis”), individually and as the executor of the estate of John H. Grimes Sr. (hereinafter, “Senior”), appeals separate judgments in favor of John H. Grimes Jr. (hereinafter, “Junior”) from different divisions of the Washington County Common Pleas Court, i.e., one judgment from the probate division and another judgment from the general division. On appeal, Lewis contends that the probate court erred when it failed to exercise its exclusive jurisdiction over his three claims that he asserted as executor of Senior’s estate, which involved Senior’s inter vivos transfers of real estate to Junior. Because the three claims were related to the administration of Senior’s estate, we agree. Lewis further contends that the probate court erred when it found that the doctrine of res judicata barred his three claims. Because the summary judgment involving these same three claims in the general division was void ab initio, we agree. Lewis next contends that the trial court in the general division erred in granting summary judgment in favor of Junior for his individual “tortious interference with an expectancy of inheritance” claim. Because Lewis’s individual claim was not ripe for consideration, we agree. Accordingly, we vacate the two judgments and remand these causes to the trial courts for further proceedings consistent with this opinion.

I

{¶ 2} Senior had two sons, Lewis and Junior. A couple of months before he died, Senior executed several deeds transferring certain real estate properties to Junior. No money exchanged hands.

{¶ 3} Lewis was named the executor of his father’s estate in the probate division of the common pleas court. Senior’s will left his entire estate to his two sons.

{¶ 4} Lewis, individually and as executor of his father’s estate, filed a complaint against Junior involving four claims in the general division of the common pleas court.

{¶ 5} In three of the four claims, Lewis, as executor, alleged that at the time of the real estate transfers, Junior had a confidential relationship with Senior. He further alleged that Senior (1) had a deteriorated mental condition; (2) was dependent on Junior for advice; (3) was in poor health; (4) was physically *541 incapacitated; (5) was susceptible to undue influence; and (6) was of advanced age. He claimed that Junior took advantage of Senior’s conditions and preyed upon his incompetence in obtaining the transfer of the real estate. He alleged that the deeds were recorded after Senior’s death, and thus, the property described in the deeds vested in Senior’s beneficiaries at the time of his death. In addition, he alleged that the deeds were void for failure of delivery and acceptance. He demanded that the court declare the deeds void and requested the court to declare that Junior held the properties in trust for Senior’s estate.

{¶ 6} In the remaining claim, Lewis, individually, alleged that Junior had intentionally interfered with his expected inheritance.

{¶ 7} Junior moved for summary judgment on all four claims. In addition, he moved to dismiss the three claims Lewis filed in his capacity as executor, i.e., claims one, three, and four. He asserted that the general division lacked subject-matter jurisdiction over these declaratory judgment claims and that the probate court held exclusive jurisdiction.

{¶ 8} Lewis, as executor, did not contest Junior’s motion to dismiss. Instead, he agreed that the probate court had exclusive subject-matter jurisdiction over these three claims. He consented to a dismissal of his three declaratory judgment claims pursuant to Civ.R. 41(B)(4)(a). 1 He stated that he would file a complaint in the probate court that restated those three claims. In addition, he asserted that his individual claim for intentional interference with an expected inheritance remained pending in the general division.

{¶ 9} The general division never ruled on the issue of whether it had subject-matter jurisdiction over the three declaratory judgment claims. However, Lewis, as executor, filed a complaint in the probate court asserting the same three claims. Junior then withdrew his motion to dismiss the three claims in the general division for lack of subject-matter jurisdiction and filed a motion to dismiss in the probate court on the grounds that the probate court lacked subject-matter jurisdiction over the three claims.

{¶ 10} The general division then granted Junior’s motion for summary judgment on all four claims. Again, it did not address the issue of whether it had subject-matter jurisdiction.

{¶ 11} Junior proceeded to file another motion to dismiss in the probate court, this time on the grounds that the complaint was barred by collateral estoppel. Junior argued that the general division’s grant of summary judgment in his favor on the same claims barred a re-litigation of those claims in the probate action. *542 The probate court found that it had concurrent jurisdiction with the general division and that the general division exercised its jurisdiction first. It granted Junior’s motion to dismiss, stating, “Plaintiff is estopped by the doctrine of Res Judicata from bringing this action.”

{¶ 12} Lewis, as executor, appeals the probate court’s judgment and asserts the following two assignments of error: I. “The probate court erred in failing to exercise its exclusive jurisdiction.” And II. “The probate court erred in holding that the general division’s decision granting summary judgment against the plaintiff barred the plaintiffs claims in the probate division under the doctrine of res judicata.”

{¶ 13} In addition, Lewis, individually and as executor, appeals the general division’s summary judgment and asserts the following four assignments of error: I. “The trial court erred in failing to dismiss the action for lack of jurisdiction over the subject matter and under the doctrine of ripeness.” II. “Assuming arguendo that the trial court had subject matter jurisdiction, it erred in failing to grant plaintiffs’ motion for partial summary judgment as a matter of law.” III. “Assuming arguendo that the trial court had subject matter jurisdiction, the trial court erred in granting defendant’s motion for summary judgment.” And IV. “Assuming arguendo that the trial court had subject matter jurisdiction, the trial court erred in granting defendant’s motion for summary judgment on plaintiffs fourth claim of their first amended complaint.”

II

Appeal from Probate Court — Case No. 06CA73

A

{¶ 14} Lewis, as executor of Senior’s estate, contends in his first assignment of error that the probate court erred when it failed to exercise its exclusive jurisdiction over his three claims. We agree.

{¶ 15} A court possesses authority to determine its own jurisdiction over the parties and the subject matter absent a patent and unambiguous lack of jurisdiction. State ex rel. Enyart v. O’Neill (1995), 71 Ohio St.3d 655, 656, 646 N.E.2d 1110. “The existence of the trial court’s subject-matter jurisdiction is a question of law.” Yazdani-Isfehani v. Yazdani-Isfehani,

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Bluebook (online)
879 N.E.2d 247, 173 Ohio App. 3d 537, 2007 Ohio 5653, Counsel Stack Legal Research, https://law.counselstack.com/opinion/grimes-v-grimes-ohioctapp-2007.