In re Estate of Francis

2025 Ohio 1215
CourtOhio Court of Appeals
DecidedApril 4, 2025
Docket5-24-25
StatusPublished
Cited by1 cases

This text of 2025 Ohio 1215 (In re Estate of Francis) 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 Estate of Francis, 2025 Ohio 1215 (Ohio Ct. App. 2025).

Opinion

[Cite as In re Estate of Francis, 2025-Ohio-1215.]

IN THE COURT OF APPEALS OF OHIO THIRD APPELLATE DISTRICT HANCOCK COUNTY

IN RE: CASE NO. 5-24-25 THE ESTATE OF:

DOMINIC M. FRANCIS OPINION

Appeal from Hancock County Common Pleas Court Probate Division Trial Court No. 2022 ES 0456

Judgment Affirmed

Date of Decision: April 4, 2025

APPEARANCES:

Patrick A. Sadowski, Appellant Case No. 5-24-25

WILLAMOWSKI, J.

{¶1} Attorney for the Estate of Dominic M. Francis, Patrick A Sadowski

(“Appellant”) brings this appeal from the judgment of the Court of Common Pleas

of Hancock County, Probate Division, denying a portion of the requested attorney

fees for administration of the estate. Appellant argues on appeal that the trial court

erred by not considering the amount of non-probate work conducted on behalf of

the beneficiaries when awarding attorney fees from the probate estate. For the

reasons set forth below, the judgment is affirmed.

{¶2} Dominic M. Francis was employed as a Bluffton police officer when he

was tragically killed in the line of duty on March 31, 2022. As there was no will,

Ohio’s intestacy laws applied and his heirs were his current wife and a biological

child from a prior marriage. On December 6, 2022, the wife filed an application for

authority to administer the estate and hired Appellant as the attorney. On January

17, 2024, Appellant filed a final and distributive account for the estate. The account

indicated that the estate had paid Appellant attorney fees in the amount of

$20,101.00. Appellant also filed an application for extraordinary attorney fees.

This application indicated that the extraordinary fees were justified “due to

unforeseen complications necessary to administer the Estate, particularly: (i)

managing discord amongst the next of kin in an intestate proceeding; and (ii)

navigating the numerous forms, benefits, and issues relating to a police officer killed

-2- Case No. 5-24-25

in the line of duty (none of which were considered probate assets).” Doc. 20. An

attorney for the son of the decedent filed exceptions to the final account on February

9, 2024, alleging that the attorney fees were too high, and claiming that the attorney

fee should be no more than $2,642.50.

{¶3} On June 3, 2024, the trial court entered judgment finding that the

appropriate attorney fees for the probate estate should be $4,770.00. This included

the amount of fees earned for work on the probate estate ($2,693.50) plus one-half

of the fees earned for work done on both non-probate and probate assets (1/2 of

$4,154.00 = $2,077.00). Based upon these findings, the trial court approved

attorney fees in the amount of $4,770.00. Appellant filed a notice of appeal from

this judgment and raises the following assignment of error on appeal.

The trial court erred as a matter of law when it failed to consider work associated with the identification and transfer of non- probate assets in awarding attorney’s fees.

{¶4} In the sole assignment of error, Appellant claims that the trial court

erred by not considering the work he did to obtain non-probate assets when

awarding attorney fees from the probate estate. If an administrator of an estate

employs an attorney to assist in the administration of the estate, “reasonable attorney

fees paid by the executor or administrator shall be allowed as a part of the expenses

of administration.” R.C. 2113.36. The party proposing the attorney fees bears the

burden of establishing that the fees are reasonable. In re Stockmaster, 2012-Ohio-

41 (3d Dist.). “The determination of whether the attorney fees are reasonable and

-3- Case No. 5-24-25

the amount of those fees are matters within the probate court’s discretion and will

not be reversed on an appeal absent an abuse of that discretion.” Id. at ¶ 15. An

abuse of discretion occurs when the trial court’s decision is unreasonable, arbitrary,

or unconscionable. Coon v. OhioHealth Corp., 2023-Ohio-492 (3d Dist.).

{¶5} In this case, the local rules of the Court of Common Pleas of Hancock

County, Probate Division provide the following regarding counsel fees.

A. Approval of Counsel Fees

Counsel fees will be approved at the time of final accounting so long as attorney fees are computed in accordance with the guidelines of the court and no exceptions are received. . . .

...

C. Guidelines

The Court has not and will not establish either maximum fees or minimum fees for services performed, but has established guidelines which are to be considered just and reasonable. Attorney fees shall not be allowed to attorneys representing fiduciaries who are delinquent in filing an account as required by [R.C. 2109.30] except for good cause shown.

Unless otherwise provided by law, or ordered by the Court an attorney may charge for his ordinary services an amount in accordance with the following schedule:

1. 5% of the value of all probate assets including real estate sold pursuant to [R.C. 2127] (value of real estate sold is sale price not appraised value; plus

2. 3% of the appraised value of the decedent’s interest in real estate transferred but not sold pursuant to the above section including deeds in lieu of foreclosure; plus

-4- Case No. 5-24-25

3. In cases where the death precedes January 1, 2013; 2% of the first $20,000.00 plus 1% of the balance of all property subject to the Ohio Estate Tax which passes otherwise than under the decedent’s will or the Statute of Descent and Distribution, such as joint and survivorship property, property in inter vivos trust, property subject to power of appointment, transfers in contemplation of death, annuities, pension or profit sharing plan benefits, and other non-probate property (but excluding life insurance proceeds where paid to the beneficiaries other than the decedent’s estate).

4. Non-probate assets will not be considered in the calculation for attorney fees for any estate with a date of death after January 1, 2013.

Hancock County Probate Rule 71.1A (emphasis added).

{¶6} Reviewing the account, this would mean that the guidelines would

recommend attorney fees of $2,642.50. However, in this case, Appellant and the

administrator instead agreed to an hourly rate. The trial court made a finding that

the hourly rate was appropriate and agreed to award that rate to all time allocated to

the probate estate. The trial court noted that Appellant “kept meticulous records

regarding his time, his work on probate and non-probate assets and a final total.”

Doc. 29 at 2. The trial court then used those records to calculate the attorney fees

for work done for the probate estate based upon the agreed hourly rate. This Court

does not find this method to be unreasonable, arbitrary, or unconscionable and notes

that it resulted in an award of attorney fees higher than the guidelines would have

provided.

{¶7} Appellant’s argument is that the trial court should have included the

attorney fees incurred in locating and transferring the non-probate assets. However,

-5- Case No. 5-24-25

the plain language of the local rules states that non-probate assets may not be

considered when determining attorney fees for any estate. The trial court noted that

attorneys can still collect fees for the work completed to obtain non-probate assets,

it just cannot be paid from the probate estate. The majority of the fees come from

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Homon v. Curtis
2025 Ohio 4322 (Ohio Court of Appeals, 2025)

Cite This Page — Counsel Stack

Bluebook (online)
2025 Ohio 1215, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-francis-ohioctapp-2025.