In re Estate of Irvine

2019 Ohio 772
CourtOhio Court of Appeals
DecidedMarch 6, 2019
Docket28901
StatusPublished
Cited by1 cases

This text of 2019 Ohio 772 (In re Estate of Irvine) 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 Irvine, 2019 Ohio 772 (Ohio Ct. App. 2019).

Opinion

[Cite as In re Estate of Irvine, 2019-Ohio-772.]

STATE OF OHIO ) IN THE COURT OF APPEALS )ss: NINTH JUDICIAL DISTRICT COUNTY OF SUMMIT )

IN RE: THE ESTATE OF C.A. No. 28901 EDWARD IRVINE

APPEAL FROM JUDGMENT ENTERED IN THE COURT OF COMMON PLEAS COUNTY OF SUMMIT, OHIO CASE No. 2016 ES 00793

DECISION AND JOURNAL ENTRY

Dated: March 6, 2019

SCHAFER, Presiding Judge.

{¶1} Appellant, Darnell Irvine (“Darnell”), appeals from an order of the Summit

County Court of Common Pleas, Probate Division removing him as executor of the estate of his

late grandfather, Edward Irvine. Magistrate Paul (sic) Haas, Summit County Probate Court filed

a brief as Appellee. However, because Magistrate Haas is not a party to these proceedings, we

hereby strike the brief of Appellee. For the reasons that follow, we affirm the judgment

removing Darnell as executor.

I.

{¶2} Darnell was appointed executor of the decedent’s will, which divided the estate

equally between decedent’s grandson, Darnell, and Darnell’s three minor children, the great-

grandchildren of decedent. On April 14, 2017, Darnell submitted a partial accounting to the

court, and the magistrate issued an order taking exception to this partial accounting. The matter

was set for an evidentiary hearing before the magistrate on the court’s exception to the partial 2

accounting and for Darnell to show cause as to why he should not be removed as executor.

Darnell appeared, pro se, for the May 23, 2017 hearing.

{¶3} Following the hearing, the magistrate issued her decision on September 7, 2017.

The magistrate found that Darnell, as executor, made multiple attempts to thwart the terms of the

will by seeking to have the minor children’s shares distributed directly to him and that he

“treated the estate bank account as his personal bank account making withdrawals and purchases

in the total amount of $54,521.49 that were clearly not for the management or benefit of the

estate.” The magistrate found that the $54,521.49 in withdrawals and purchases would be treated

as a partial distribution of Darnell’s share of the estate. The magistrate concluded, pursuant to

R.C. 2109.24, because of Darnell’s neglect of his duty and continued efforts to thwart the terms

of the will, and it being in the best interest of the estate, Darnell should be removed as executor

of the estate.

{¶4} On September 20, 2017, Darnell filed an objection to the magistrate’s decision.

The probate court issued its order on December 8, 2017, overruling Darnell’s objection, adopting

the magistrate’s decision, and finding that Darnell’s removal was in the best interest of the estate

because he neglected his duties as executor and his removal would expedite the administration

process. The probate court ordered the removal of Darnell as executor of the estate. The order

also stated that the probate court denies all fiduciary fees for Darnell, and that withdrawals and

purchases totaling $54,521.49 will be treated as a partial distribution of Darnell’s share of the

estate. The probate court ordered that the administration of the estate would be committed to a

proficient attorney.

{¶5} Darnell appealed from the probate court’s order asserting five assignments of

error. For ease of discussion, we consider all of the assignments of error together. 3

II.

Assignment of Error I

The trial court erred by not answering the household resource worksheet submitted on January 9, 2017.

Assignment of Error II

The trial court erred by demanding a due date for partial accounting through a lawyer that was no longer representing the [estate of] Edward D. Irvine.

Assignment of Error III

The trial court erred by making the allegation of me neglecting fiduciary duties.

Assignment of Error IV

The trial court erred by impling (sic) I tried to thwart the [w]ill.

Assignment of Error V

The trial court erred by charging monies invested into estate property to my share of inheritance.

{¶6} On appeal, Darnell asserts five assignments of error, none of which clearly

supports the relief sought in the conclusion section of his brief where Darnell states, in relevant

part: “I pray that the courts have second thoughts of removing my status as fiduciary based off

the evidence shown.” Insofar as Darnell sought to allege error in the probate court’s decision to

remove him as executor and deny him fiduciary fees, he has failed to assign relevant error to

support such a contention.

{¶7} The probate court has broad discretion in its decision to remove an executor. In

re Estate of Wilkerson, 9th Dist. Summit No. 22049, 2005-Ohio-159, ¶ 10. An abuse-of-

discretion review grants deference to the trial court’s judgment. State v. Morris, 132 Ohio St.3d

337, 2012-Ohio-2407, ¶ 14. This Court will reverse the trial court’s judgment to remove an 4

executor only when it is unreasonable, arbitrary, or unconscionable. See Blakemore v.

Blakemore, 5 Ohio St.3d 217, 219 (1983).

{¶8} At the outset, we note that pro se litigants, such as Darnell, “should be granted

reasonable leeway such that their motions and pleadings should be liberally construed so as to

decide the issues on the merits, as opposed to technicalities.” Sherlock v. Myers, 9th Dist.

Summit No. 22071, 2004-Ohio-5178, ¶ 3. However, this Court has held:

[A] pro se litigant is presumed to have knowledge of the law and correct legal procedures so that he remains subject to the same rules and procedures to which represented litigants are bound. He is not given greater rights than represented parties, and must bear the consequences of his mistakes. This Court, therefore, must hold [pro se a]ppellants to the same standard as any represented party.

(Internal citations omitted.) Id.

{¶9} Although Darnell lists five assignments of error in the “statement of the

assignment of errors” section of his brief, he has not referred to the place in the record where

each error is reflected, nor has he presented an actual statement of the issues as they relate to the

assignments of error. See App.R. 16(A)(3),(4). In lieu of a statement of issues, Darnell presents

a seemingly irrelevant discussion of proceedings not clearly related to any assignment of error,

and poses questions inviting speculation as to why certain actions and proceedings may or may

not have taken place in the trial court. The statement of the case briefly discusses the

magistrate’s decision, but fails to mention the probate court’s order from which this appeal was

taken. See App.R. 16(A)(5).

{¶10} Significantly, in his brief, Darnell seems to disregard the distinction and purpose

of both his statement of facts and his argument. In doing so, he fails to relate facts to the

assignments of error or identify facts in the record. See App.R. 16(A)(6). To the extent that he

has presented an argument, it does not contain his contentions “with respect to each assignment 5

of error presented for review and the reasons in support of the contentions, with citations to the

authorities, statutes, and parts of the record on which [he] relies” as is required by App.R.

16(A)(7).

{¶11} In light of the foregoing, we conclude that Darnell’s brief fails to comply with

App.R. 16(A) on multiple grounds. None of the five stated assignments of error is identified in

the record, nor are they argued separately in the brief. Darnell has not identified any facts in the

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