In re Estate of Burnett

Ohio Court of Appeals·Decided August 11, 2026·No. 25 CAF 08 0071·Published

Opinion

IN THE OHIO COURT OF APPEALS FIFTH APPELLATE DISTRICT

DELAWARE COUNTY, OHIO

IN THE ESTATE OF: Case No. 25 CAF 08 0071 DANNY LEE BURNETT, SR., AKA: DANNY L. BURNETT, DAN Opinion and Judgment Entry BURNETT Appeal from the Delaware County Court of Common Pleas, Probate Division, Case No.

2212-1964-PES

Judgment: Affirmed

Date of Judgment Entry: August 11, 2026

BEFORE: William B. Hoffman; Robert G. Montgomery; Kevin W. Popham, Judges

APPEARANCES: Cassandra Wiltz, Estate Executor, Appellant, Pro se; Attorney Nickolas McCoy, Appellee, Pro se.

Hoffman, P.J.

{¶1} Appellant Cassandra Wiltz appeals the July 30, 2025 Judgment Entry entered by the Delaware County Court of Common Pleas, Probate Division, which overruled her objections to two magistrate’s decisions ordering her to pay attorney fees and expenses to appellee Attorney Nickolas McCoy and granting Attorney McCoy’s motion to withdraw as counsel.1

1 Attorney McCoy did not file a brief in the instant appeal.

STATEMENT OF THE FACTS AND CASE

{¶2} Dan L. Burnett, Sr. (“Decedent”) died on October 1, 2022. On December 2, 2022, Attorney Terrence Flahive filed an application for authority to administer Decedent’s Estate. Attorney Flahive advised the probate court he was not aware of the existence of any will. A will search was completed, but yielded no will in the probate court’s possession. Decedent had 4 adult children, each of whom filed a waiver of right to administer requesting Attorney Flahive be appointed as the Administrator of Decedent’s Estate. The probate court appointed Attorney Flahive as the Administrator on December 5, 2022.

{¶3} Decedent and Appellant were partners in excess of 20 years. On December 8, 2022, Attorney McCoy, on behalf of Appellant, filed an application to probate Decedent’s will as well as an application for authority to administer Decedent’s Estate. A copy of Decedent’s Last Will and Testament (“the Will”) was also filed on December 8, 2022. In the Will, Decedent appointed Appellant as the Executor.

{¶4} Via Decision filed January 6, 2023, the magistrate found Appellant, having been named in the Will, should be appointed Executor of Decedent’s Estate. The magistrate revoked the Letters of Administration to Attorney Flahive. The trial court approved and adopted the magistrate’s decision on the same day. The probate court issued an Entry Appointing Fiduciary; Letters of Authority on February 1, 2023, appointing Appellant as the fiduciary to administer Decedent’s Estate. An inventory of the Estate property was completed. A partial account was filed on August 2, 2023. Over the course of the proceedings, Appellant filed several pro se applications to extend the administration of the Estate.

{¶5} Attorney McCoy filed an application for allowance of attorney fees and expenses on March 1, 2024. In his application for allowance of attorney fees and expenses,

Attorney McCoy stated he and Appellant entered into an Estate Hourly Fee Agreement whereby he would represent Appellant as the fiduciary of Decedent’s Estate. Attorney McCoy explained he provided services and advanced expenses in the amount of $7,997.84, which were necessary and beneficial to the Estate. Attorney McCoy added Appellant recently advised him she no longer wished for him to serve as her attorney or as attorney for the Estate. Attorney McCoy attached a copy of the Estate Hourly Fee Agreement and an invoice for services and expenses.

{¶6} Also, on March 1, 2024, Attorney McCoy filed a motion to withdraw as counsel. Therein, Attorney McCoy stated he received an email from Appellant on February 29, 2024, stating, “[t]he Court advised me that you will need to file something, indicating that you are no longer my attorney or the attorney for the Estate.” Motion to Withdraw as Counsel for Executor at p. 1, unpaginated. Pursuant to Appellant’s request, Attorney McCoy requested the probate court to grant him permission to withdraw.

{¶7} The magistrate conducted a hearing on Attorney McCoy’s application for allowance of attorney fees and expenses and his motion to withdraw as counsel on April 10, 2024. Via Decision filed April 10, 2024, the magistrate concluded Attorney McCoy’s application should be granted in the amount of $7,997.84. Via Decision filed April 11, 2024, the magistrate concluded Attorney McCoy’s motion to withdraw be granted. Appellant filed objections to the Magistrate’s April 10, 2024 Decision on April 24, 2024, and objections to the Magistrate’s April 11, 2024 Decision on April 25, 2024. On April 24, 2024, Appellant filed a letter to the probate court, requesting, inter alia, an audio recording of the April 10, 2024 hearing. The probate court staff prepared the audio recording on a USB flash drive and sent Appellant a letter informing her of the $4.00 cost of the drive. Appellant did not pick up the drive or make any arrangements to have the drive delivered to her.

{¶8} Via Judgment Entry filed June 11, 2024, the probate court found “[a] transcript of all the evidence submitted to the Magistrate relevant to the Decision at issue is required since there appear to be disputed findings of fact,” and ordered Appellant to file the transcript of the magistrate’s hearing and any supplement to her originally filed objections on or before July 11, 2024. June 11, 2024 Judgment Entry at p. 1, unpaginated. The probate court further ordered all other parties to respond to Appellant’s objections and any supplemental objections on or before July 25, 2024.

{¶9} On July 11, 2024, Appellant filed a motion for order to compel Attorney McCoy to provide her with the complete file. Appellant also requested the probate court extend the due date for supplemental objections until 14 days after the complete file was provided to her. On July 25, 2024, Attorney McCoy filed a response to Appellant’s objections as well as her July 11, 2024 motion. Via Judgment Entry filed August 30, 2024, the probate court denied Appellant’s motion to compel Attorney McCoy to provide her with the complete file as well as Decedent’s cremation records. The probate court found Attorney McCoy provided Appellant with the complete file in April, 2024, and Attorney McCoy did not have possession of the cremation records. The probate court granted Appellant’s motion for an extension of time, providing all parties with an additional 10 calendar days from the date of the entry to file any final responses or replies to the pending objections.

{¶10} Via Judgment Entry filed July 30, 2025, the probate court overruled Appellant’s objections and adopted the magistrate’s April 10, 2024 and April 11, 2024 decisions. The probate court repeatedly referred to Appellant’s failure to provide “a transcript, affidavit, or technological alternative to a transcript” to support her objections. July 30, 2025 Judgment Entry at pp. 2, 4, 5, 7, 8. The trial court concluded, “Given this failure to provide an acceptable record, the Court disregards any objections to factual matters that have been challenged and accepts all of the Magistrate’s findings of fact.” (Citations omitted.) Id. at p. 5.

{¶11} It is from this judgment entry Appellant appeals, raising the following assignments of error:

I. THE PROBATE COURT ERRED AND JOINED NICKOLAS MCCOY, THE STATE OF OHIO, AND OTHERS IN PARTICIPATING IN A CONSPIRACY TO RETALIATE AGAINST ME, WHEN IT MADE ORDERS THAT DECLARED ME TO BE THE ‘DEBTOR’ FOR LEGAL FEES ALLEGEDLY INCURRED BY THE ESTATE OF DAN BURNETT (INCLUDING FOR LEGAL FEES THAT MCCOY DID NOT ACTUALLY EARN AND/OR WOULD NOT PROVIDE DOCUMENTS TO SUPPORT CLAIMS THAT HE EARNED THEM) AND PLACED A LIEN ON MY HOME FOR THE DEBT, GIVEN THAT THE ESTATE IS STILL OPEN, THE ESTATE HAS PENDING LAWSUITS/CLAIMS FILED AGAINST OTHERS, ACTIONS OF MCCOY ARE REASONS THAT THE LAWSUIT/CLAIMS ARE STILL PENDING, AND DAN BURNETT’S WILL INDICATES THAT THERE ARE SEVEN ESTATE BENEFICIARIES (INCLUDING ME) WHO CAN SHARE IN THE

DISTRIBUTION OF POSSIBLE MONETARY DAMAGES RESULTING FROM THE PENDING LAWSUITS/CLAIMS.

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