In Matter of Haas, 07ap-512 (12-27-2007)

2007 Ohio 7011
CourtOhio Court of Appeals
DecidedDecember 27, 2007
DocketNo. 07AP-512 (Regular Calendar).
StatusPublished
Cited by11 cases

This text of 2007 Ohio 7011 (In Matter of Haas, 07ap-512 (12-27-2007)) 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
In Matter of Haas, 07ap-512 (12-27-2007), 2007 Ohio 7011 (Ohio Ct. App. 2007).

Opinion

OPINION
{¶ 1} Appellant, George R. Sain,1 appeals from a judgment of the Franklin County Court of Common Pleas, Probate Division ("probate court"), overruling appellant's objections to a magistrate's decision that concluded that appellant failed to prove the existence or non-inclusion of assets in the estate of Dorothy M. Haas after appellant filed exceptions to the estate's inventory. For the reasons set forth below, we affirm the probate court's judgment.

{¶ 2} On August 30, 2005, appellant applied for authority to administer the estate of Dorothy M. Haas. After issuing a notice of hearing and holding a hearing, the probate court, through a magistrate, recommended appointing Jo Anne Dominey, Ms. Haas's *Page 2 daughter and sole heir, as administrator of the Haas estate after finding that Ms. Dominey expressed a desire to serve as administrator of her mother's estate and had a right to serve as the administrator of her mother's estate, and that appellant was an alleged creditor of Ms. Haas.

{¶ 3} Following an independent review, the probate court adopted the magistrate's decision and ordered Ms. Dominey to perfect her appointment as administrator of the Haas estate. The probate court thereafter appointed Ms. Dominey as administrator of her mother's estate.

{¶ 4} On October 10, 2006, the probate court ordered a hearing to consider the estate inventories. Seeking to dispense with a final accounting and claiming that the estate had no assets, counsel for the Haas estate moved the probate court to close the estate. By entry filed on October 27, 2006, the probate court waived the final accounting, discharged Ms. Dominey from her duties as the estate's administrator, and closed the estate.

{¶ 5} Approximately six days after the probate court closed the Haas estate, claiming, among other things, that: (1) in Franklin County Common Pleas Court case No. 04CVH-09-9291, appellant was awarded a judgment against the Haas estate in the amount of $2,710 plus costs;2 (2) Ms. Dominey had refused his claims against the estate;

(3) he had not received notice of the hearing to consider the estate inventories; and

(4) the estate was not insolvent as claimed by counsel for the Haas estate, appellant moved the probate court to set aside its judgment wherein it closed the Haas estate. *Page 3

{¶ 6} After conducting a hearing, the probate court, through a magistrate, found appellant's motion to set aside the probate court's judgment was well-taken. Accordingly, the magistrate recommended granting appellant's motion and setting aside the probate court's judgment that closed the estate. Following independent review, the probate court, among other things, adopted the magistrate's decision and set aside its previous entry. The probate court also ordered that a hearing should be held to consider the estate's inventory.

{¶ 7} Claiming that he was properly entitled to $38, which the probate court apparently awarded to the estate's counsel as attorney fees and which appellant claimed the probate court had later set aside, appellant moved the probate court for an order directing the estate's attorney to redeposit $38 with the probate court. Also, claiming that he was entitled to a refund of deposits associated with the opening of the Haas estate, appellant also moved for a refund of these deposits and an order taxing all court costs to the estate and the estate's sole beneficiary. Additionally, claiming that the Haas estate was not insolvent, appellant filed exceptions to the estate's inventory, wherein appellant listed property that he contended should have been included in the estate.

{¶ 8} After conducting a hearing on February 28, 2007, the probate court, through a magistrate, rendered an adverse decision to appellant that included findings of fact and conclusions of law. In her findings of fact, the magistrate found, among other things, that: (1) on September 25, 2002, acting on Ms. Haas's behalf and alleging that Ms. Dominey converted assets under a general durable power of attorney, appellant filed an action against Ms. Dominey in the Franklin County Court of Common Pleas (case No. 02CVH-09-10619); (2) in 2002, Ms. Haas later dismissed this action and dismissed appellant as counsel; (3) appellant later attempted to collect attorney's fees by filing a civil action in *Page 4 common pleas court, wherein he sought approximately $8,700; (4) during the pendency of that civil action, Ms. Haas died intestate on April 22, 2005, and appellant properly substituted the estate's administrator in the civil action; (5) as stipulated in the civil action, appellant properly presented his claim to the estate's administrator, Ms. Jo Anne Dominey, nka Jo Anne Guerrissi-Farrugia, who rejected this claim; (6) appellant ultimately was awarded $2,710 in the civil action that he brought against the Haas estate; (7) an inventory of the Haas estate filed on October 6, 2006, showed no estate assets; and (8) a general warranty deed, which was witnessed by an attorney, was executed on May 27, 1992, wherein Ms. Haas transferred her home to Ms. Dominey and reserved a life estate for herself.

{¶ 9} In her decision, the magistrate ultimately concluded that appellant failed to prove the existence or non-inclusion of assets in the decedent's estate. The magistrate further concluded that appellant failed to provide clear and convincing evidence of undue influence by decedent's daughter who, at one point, had been decedent's attorney-in-fact. The magistrate ordered the re-depositing of $38 with the court, which had been reimbursed to the estate's attorney, and the magistrate also found that appellant's deposit for which he sought a refund was properly applied to court costs. Finally, the magistrate found that appellant should be responsible for all current and future court costs exceeding the re-deposited amount of $38.

{¶ 10} After the magistrate issued her decision, appellant filed objections to the magistrate's decision. Finding that appellant "failed to timely submit a compliant transcript of the hearing before the Magistrate" with his objections, the probate court only *Page 5 considered alleged errors regarding the magistrate's conclusions of law.3 Finding that the magistrate applied the correct standard of proof when she considered appellant's exceptions to the inventory and finding no basis for appellant's 13 objections to the magistrate's conclusions of law, the probate court overruled appellant's objections to the magistrate's decision and adopted the magistrate's decision in full.

{¶ 11} From the probate court's judgment overruling appellant's objections to the magistrate's decision, appellant now appeals. No memorandum in opposition has been filed.

{¶ 12} Appellant asserts six assignments of error for our consideration:

1. The Court erred as a matter of law by refusing to undertake an independent review and rule on the objections to the Magistrate's report.

2. The Court erred and abused its discretion by denying the exceptor's motion to permit questioning of the Administrator who might have concealed the assets.

3.

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Bluebook (online)
2007 Ohio 7011, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-matter-of-haas-07ap-512-12-27-2007-ohioctapp-2007.