Hoelzer v. Kacachos

2025 Ohio 4506
CourtOhio Court of Appeals
DecidedSeptember 29, 2025
DocketCA2024-12-141
StatusPublished

This text of 2025 Ohio 4506 (Hoelzer v. Kacachos) 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
Hoelzer v. Kacachos, 2025 Ohio 4506 (Ohio Ct. App. 2025).

Opinion

[Cite as Hoelzer v. Kacachos, 2025-Ohio-4506.]

IN THE COURT OF APPEALS

TWELFTH APPELLATE DISTRICT OF OHIO

BUTLER COUNTY

VERDA JOHNSON HOELZER, : EXECUTRIX OF THE ESTATE OF NED CASE NO. CA2024-12-141 C. HOELZER, : OPINION AND Appellee, : JUDGMENT ENTRY 9/29/2025 : - vs - :

HEATHER KACACHOS, ET AL., :

Appellants.

CIVIL APPEAL FROM BUTLER COUNTY COURT OF COMMON PLEAS Case No. CV 2022 11 1831

Rapier & Bowling Co., LPA, and Kyle M. Rapier, for appellee.

Taft Stettinius & Hollister LLP, and Chad R. Ziepfel and Julia B. Meister, for appellants.

____________ OPINION

SIEBERT, J.

{¶ 1} Appellants, Heather and Tom Kacachos ("Heather and Tom"), appeal the

decision of the Butler County Court of Common Pleas, General Division ("General Butler CA2024-12-141

Division") which granted a motion to dismiss in favor of Verda Hoelzer ("Verda"), Executor

of the Estate of Ned Hoelzer ("Estate"). Because the General Division has the exclusive

jurisdiction to determine the value and enforceability of the contract at issue, it erred when

it granted the Estate's motion to dismiss. We reverse and remand the matter to the

General Division for further proceedings consistent with this opinion.

I. Factual and Procedural Background

{¶ 2} In July 2017, Ned Hoelzer ("Ned") transferred his ownership interest in

several business entities to Heather, his daughter, and her husband, Tom. In return,

Heather and Tom signed a promissory note for $7,000,000, with 2% annual interest and

monthly payments of $29,670 over 25 years ("2017 Note" or "Note").

{¶ 3} In November 2018, Ned married Verda. Two years later, in November 2020,

Ned purportedly executed a new will ("2020 Will"), which left nominal bequests of $100

to each of his children and gave the bulk of his estate to Verda. The 2020 Will identified

the 2017 Note as the primary asset of the Estate.

{¶ 4} Ned passed away in January 2022. Verda was appointed executor under

the 2020 Will, with the "Estate Administration" beginning on March 22, 2022. On June 3,

2022, Heather and Tom filed a "Will Contest," challenging the validity of the 2020 Will.

The Butler County Court of Common Pleas, Probate Division ("Probate Court"), has

jurisdiction over both the Estate Administration and the Will Contest.

{¶ 5} On November 4, 2022, the Estate filed a complaint in the General Division,

alleging that Heather and Tom had stopped making payments on the 2017 Note after

Ned's death. The complaint included claims for breach of contract, unjust enrichment, and

promissory estoppel ("Breach of Contract Suit").

{¶ 6} Heather and Tom answered the complaint and responded that Ned had

-2- Butler CA2024-12-141

intended for the payments to stop upon his death.1 On November 21, 2023, they filed a

compulsory counterclaim in the Breach of Contract Suit, asserting claims for unjust

enrichment and promissory estoppel. They alleged that the parties had agreed the Note

would terminate upon Ned's death and that the Estate was unjustly enriched by retaining

payments made thereafter. Additionally, Heather and Tom claimed they suffered unfair

injury as a result of Ned’s promise that the 2017 Note would be extinguished upon his

death.

{¶ 7} On October 14, 2024, the Estate voluntarily dismissed its complaint under

Civ.R. 41(A)(1), leaving Heather and Tom's counterclaims. On October 25, 2024, the

Estate moved to dismiss those counterclaims, arguing that the Probate Court had

exclusive jurisdiction and jurisdictional priority if the Probate Court and General Division

held concurrent jurisdiction. Heather and Tom opposed the motion, asserting that their

claims were separate from the Will Contest and Estate Administration actions pending in

Probate Court.

{¶ 8} On November 14, 2024, the General Division granted the Estate's motion

to dismiss, concluding that the Probate Court had exclusive jurisdiction under R.C.

2101.24(A)(1)(c) and (p), which governs matters related to estate administration and will

contests. The court concluded that Heather and Tom's counterclaims were identical to the

issues already pending in the Probate Court and that all remaining matters were directly

related to the administration of the estate.

{¶ 9} In addition, the General Division found that the jurisdiction priority rule

applied. This rule states that "as between state courts of concurrent jurisdiction, the

1. We note the parties also dispute whether Heather and Tom were entitled to other receivables under the terms of the 2017 Note. However, because this appeal is limited to the issue of jurisdiction, we decline to address or enumerate each contested issue that may ultimately bear on the merits of the underlying action. -3- Butler CA2024-12-141

tribunal whose power is first invoked acquires exclusive jurisdiction to adjudicate the

whole issue and settle the rights of the parties." Triton Servs., Inc. v. Reed, 2016-Ohio-

7838, ¶ 8 (12th Dist.). The General Division concluded that because the Probate Court's

jurisdiction was invoked first, it retained the authority to resolve the matter.

{¶ 10} Heather and Tom now appeal, raising one assignment of error for review.

II. Law and Analysis

{¶ 11} In their sole assignment of error, Heather and Tom argue that the General

Division erred in dismissing their counterclaims for lack of subject matter jurisdiction.

Under Civ.R. 12(B)(1), a trial court may dismiss a case when it lacks jurisdiction over the

subject matter of the litigation. This court reviews such dismissal de novo, meaning we

independently examine the record without giving deference to the trial court's decision.

McKenzie v. Meijer, Inc., 2017-Ohio-1495, ¶ 10 (12th Dist.); Dinan v. Dinan, 2014-Ohio-

3882, ¶ 13 (12th Dist.).

Jurisdiction of the Probate Court

{¶ 12} Pursuant to R.C. 2101.24, probate courts have exclusive jurisdiction over

certain matters and concurrent jurisdiction over others, shared with the general division

of the court of common pleas. Wiggins v. Safeco, 2019-Ohio-312, ¶ 9 (2d Dist.). A probate

court has exclusive jurisdiction over the following matters:

(A)(1) Except as otherwise provided by law, the probate court has exclusive jurisdiction:

...

(c) To direct and control the conduct and settle the accounts of executors and administrators and order the distribution of estates;

(p) To hear and determine actions to contest the validity of wills.

-4- Butler CA2024-12-141

R.C. 2101.24(A)(1)(c) and (p).

{¶ 13} In this case, the General Division also concluded that even if jurisdiction

was not exclusive, the Probate Court had jurisdictional priority because its authority was

invoked first. This implies a finding of concurrent jurisdiction; however, the General

Division did not cite a specific provision of R.C. 2101.24(B) to support this conclusion.2

{¶ 14} Probate courts are courts of limited jurisdiction and may only exercise

powers granted by statute or the Ohio Constitution. In re Estate of Rush, 2014-Ohio-3293,

¶ 31 (12th Dist.), citing State ex rel. Lipinski v. Cuyahoga Cty. Court of Common Pleas,

Probate Div., 1995-Ohio-96, ¶ 15. Courts cannot create jurisdiction where the law does

not provide it. Waltco Truck Equip. Co. v. Tallmadge Bd. of Zoning Appeals, 40 Ohio St.3d

41, 43 (1988).

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2025 Ohio 4506, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoelzer-v-kacachos-ohioctapp-2025.