In re A.E.R.

2018 Ohio 1685, 111 N.E.3d 674
CourtOhio Court of Appeals
DecidedApril 27, 2018
Docket17 CAF 06 0040 & 17 CAF 06 0041
StatusPublished
Cited by2 cases

This text of 2018 Ohio 1685 (In re A.E.R.) 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 re A.E.R., 2018 Ohio 1685, 111 N.E.3d 674 (Ohio Ct. App. 2018).

Opinion

Wise, P.J.

{¶ 1} Appellant Susan R. appeals the decision of the Delaware County Court of Common Pleas, Probate Division, which ruled in favor of Appellee Rebekah B. following a trial on competing guardianship applications regarding the parties' two nieces. The relevant facts leading to this appeal are as follows.

{¶ 2} The minor children at the center of this matter are A.E.R., born in 2011, and C.S.R., born in 2013. The children's parents are Todd and Rachel R., who both died on December 4, 2016. In their last wills and testaments, executed in 2014, Todd and Rachel each had nominated Appellant Susan R. (Todd's sister) and Appellee Rebekah B. (Rachel's sister), "in the order named," to serve as guardian of A.E.R. and C.S.R.

{¶ 3} The tragic death of the parents resulted from Todd's fatal shooting of Rachel in front of A.E.R. and C.S.R., and his subsequent suicide at a nearby state park. In the preceding few months, during the autumn of 2016, Todd and Rachel had become estranged, and Todd was spending weekends at the Wheelersburg, Ohio, home of Appellant Susan (his younger sister) and her spouse, Carol. Early on the afternoon of December 4, 2016, Todd had contacted Appellant Susan by text message, referencing a "note" he had left in the guest room of appellant's home. Appellant went back to her house and found the note, which included a reminder of the storage location for his and Rachel's wills, and the statement that "it makes the most sense for you and Carol to primarily care for the girls * * *." Appellant thereupon contacted Todd by phone in Columbus. At Todd's behest, appellant and Carol departed southern Ohio and headed to Columbus. Numerous calls and texts were exchanged during the drive. By the time they arrived, Todd had departed the area, but he told them by phone from an undisclosed location that he had "hurt" Rachel. At that point, appellant and Carol called 911, and law enforcement officials responded.

{¶ 4} On January 4, 2017, the probate court appointed appellant as emergency custodian of both children. A hearing on the emergency guardianship applications was conducted on January 6, 2017. After hearing the testimony, the probate court expressly adhered to the language of the parents' wills. The court further continued the emergency guardianship for an additional thirty days, subject to visitation rights and certain limitations. Emergency Hearing Tr. at 180-84.

{¶ 5} The court, via a judgment entry, appointed appellant as limited guardian for both girls on February 3, 2017.

{¶ 6} On March 13, 2017, a four-day guardianship trial commenced. Appellant's witnesses included her spouse, her older sister, fellow faculty members and administrators at the school at which she teaches and coaches, her cousin, other family members, her childhood best friend, her mother and appellant herself. The guardian ad litem and the probate court investigator also testified. Appellee's witnesses were the two ex-wives of the children's deceased father, her brother, her sister, her sister-in-law, a detective from the Delaware County Sheriff's Office, her first cousin, her mother and appellee herself.

{¶ 7} During the trial, the probate court allowed use of hearsay evidence in regard to the deceased parents, the guardianship applicants, and some of the relatives, over the continuing objection of appellant's counsel. The probate court took the guardianship decision under advisement following the trial.

{¶ 8} On May 31, 2017, the probate court issued a 34-page judgment entry naming appellee, the children's maternal aunt, as guardian for both children, despite the nomination in the wills and the guardian ad litem's recommendation that appellant, the children's paternal aunt, be named. The court recognized that Rachel and Todd each had indicated a "clear desire for an ordered preference" in their wills, with their first choice being Susan. Entry at 29. The probate court further observed: "The question, then, is whether the testimony in this matter rises to the level of good cause shown or disqualifies [appellant], such that the Court should move on to the parents' secondary designation of [appellee]." Id. The court then answered its question in the affirmative, and ultimately ruled that "[f]or the reasons outlined in section XI, above, the appointment of [appellant] * * * would not be in the [children's] best interests and good cause has been shown to overcome the primary designation * * *." Entry at 33.

{¶ 9} On June 21, 2017, appellant filed a notice of appeal. She herein raises the following four Assignments of Error:

{¶ 10} "I. THE PROBATE COURT MISINTERPRETED THE TWO EXCEPTIONS

TO R.C. 2111.121(B), WHICH PROVIDE THAT, WHEN APPOINTING THE GUARDIAN OF A MINOR CHILD, THE COURT 'SHALL MAKE ITS APPOINTMENT IN ACCORDANCE WITH' A TESTAMENTARY NOMINATION 'EXCEPT FOR GOOD CAUSE SHOWN OR DISQUALIFICATION.'

{¶ 11} "II. THE PROBATE COURT ABUSED ITS DISCRETION BY APPOINTING THE SECONDARY NOMINEE AS GUARDIAN ON THE BASIS OF NON-PROBATIVE EVIDENCE AS TO THE SECONDARY NOMINEE AND IN THE ABSENCE OF ANY FINDING AS TO THE PRIMARY NOMINEE THAT THERE IS 'GOOD CAUSE' TO DISREGARD THE PARENTAL ORDER OF PREFERENCE.

{¶ 12} "III. THE PROBATE COURT ABUSED ITS DISCRETION BY FINDING 'DISQUALIFICATION' OF THE PRIMARY NOMINEE BASED ON CONSIDERATIONS THAT ARE SUBJECTIVE IN NATURE, DO NOT RENDER HER INELIGIBLE TO SERVE AS GUARDIAN, AND WERE NOT SUPPORTED BY COMPETENT, CREDIBLE EVIDENCE.

{¶ 13} "IV. THE PROBATE COURT IMPROPERLY RELIED ON OTHERWISE INADMISSIBLE HEARSAY EVIDENCE IN A CONTESTED GUARDIANSHIP PROCEEDING."

I.

{¶ 14} In her First Assignment of Error, appellant contends the probate court committed reversible error in interpreting R.C. 2111.121(B) as applied to her guardianship application. We disagree.

{¶ 15} R.C. 2111.121(B) states in pertinent part that "* * * except for good cause shown or disqualification, the [probate] court shall make its appointment in accordance with the person's most recent nomination [in a writing as described in division (A) ]. * * *." (Bracketed language added).

{¶ 16} We note the General Assembly, effective March 20, 2014, amended R.C. 2111.121(B), in response to the Uniform Power of Attorney Act. See 2013 Am.Sub. H.B. No. 126. The Ohio Supreme Court has indicated that a model act's official comment sections are instructive for interpreting Ohio law when the language is founded on the model act. See Heritage Hills, Ltd. v. Deacon, 49 Ohio St.3d 80 , 82, 551 N.E.2d 125 (1990) (interpreting "consumer transactions" under R.C. Chap. 1345). Notably, the official comment to the Uniform Power of Attorney Act states that "[d]eference for the principal's autonomous choice is evident * * * in the directive that the court shall appoint a fiduciary in accordance with the principal's most recent nomination." UNIF. POWER OF ATTORNEY ACT § 108 (UNIF. LAW COMM'N 2017).

{¶ 17} Appellant herein properly posits that when parents have established an order of preference for guardianship, the court must determine, under R.C.

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Bluebook (online)
2018 Ohio 1685, 111 N.E.3d 674, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-aer-ohioctapp-2018.