In Re Estate of Phelps, Unpublished Decision (2-21-2006)

2006 Ohio 890
CourtOhio Court of Appeals
DecidedFebruary 21, 2006
DocketNo. 05 JE 19.
StatusUnpublished
Cited by4 cases

This text of 2006 Ohio 890 (In Re Estate of Phelps, Unpublished Decision (2-21-2006)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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In Re Estate of Phelps, Unpublished Decision (2-21-2006), 2006 Ohio 890 (Ohio Ct. App. 2006).

Opinion

OPINION
{¶ 1} Appellant Casimir Adulewicz appeals the decision of the Jefferson County Court of Common Pleas, Probate Division, to remove him as administrator of the estate of Thomas Phelps. The court filed a citation against Appellant on March 1, 2005, for failure to file an accounting, and gave Appellant until April 1, 2005, to file the accounting. Appellant failed to respond within the allotted time. On May 10, 2005, the court filed a judgment entry removing Appellant as administrator. Appellant contends that R.C. § 2109.24 requires a hearing to be held before the court may remove a fiduciary. Appellant has failed to note that R.C. § 2109.31(C)(1) allows the probate court to remove a fiduciary immediately for failure to file an accounting. Because the statutory language is clear, Appellant's argument is not a reasonable interpretation of the statute. Therefore, the judgment of the trial court is affirmed.

{¶ 2} Thomas E. Phelps died intestate on December 15, 2003, and Appellant was appointed as fiduciary on February 4, 2004. Eric M. Reszke was listed as the attorney for the estate. Bond was posted, and Appellant proceeded to obtain an appraisal of the only asset of the estate, which was the decedent's home in Steubenville. The house was appraised, and Appellant received the necessary permissions to sell the property.

{¶ 3} On March 1, 2005, the court issued a citation to compel Appellant to file an accounting or a certificate of termination, neither of which had been filed. The court's judgment entry required that, "said accounting or certificate of termination be filed on or before APRIL 1, 2005." No hearing was scheduled on this matter. The actual citation, which is a separate document in the record, states that, "you [Appellant] are hereby required on or before APRIL 1, 2005 to file your account or certificate of termination * * * and then and there to appear and show cause why an attachment should not issue against you for your default."

{¶ 4} Appellant did not file any accounting or other response by the deadline of April 1, 2005.

{¶ 5} On May 10, 2005, the court filed a judgment entry removing Appellant as administrator. The record does not indicate that a hearing was held prior to judgment.

{¶ 6} Appellant attempted to file an accounting on May 16, 2005.

{¶ 7} On May 16, 2005, Appellant filed this timely appeal. There is no Appellee's brief in this appeal, and this Court may accept Appellant's statement of the facts and issues, and sustain Appellant's assignments of error, if it appears reasonable to do so in light of the record. App.R. 18(C).

Sole Assignment of Error
{¶ 8} "THE LOWER COURT ERRED IN REMOVING CASIMIR T. ADULEWICZ, THE ADMINISTRATOR OF THE ESTATE OF THOMAS E. PHELPS, DECEASED, WITHOUT GIVING NOTICE OF AND WITHOUT CONDUCTING A HEARING WITH THE PRESENTATION OF EVIDENCE."

{¶ 9} This appeal challenges the trial court's decision to remove a fiduciary. Removal of a fiduciary is discretionary with the probate court, and an order removing a fiduciary will not be overturned on appeal absent a clear showing of an abuse of discretion. In re Estate of Russolillo (1990),69 Ohio App.3d 448, 450, 590 N.E.2d 1324. An abuse of discretion connotes more than an error of law or judgment; it implies that the court's attitude is unreasonable, arbitrary or unconscionable. See In reJane Doe 1 (1991), 57 Ohio St.3d 135, 566 N.E.2d 1181;Blakemore v. Blakemore (1983), 5 Ohio St.3d 217, 5 OBR 481,450 N.E.2d 1140.

{¶ 10} Appellant argues that R.C. § 2109.24 governs this case, and that this statute required the trial court to hold a hearing prior to removing Appellant as administrator of the estate of Thomas Phelps. R.C. § 2109.24 states, in pertinent part:

{¶ 11} "If a fiduciary fails to make and file an inventory as required by sections 2109.58, 2111.14, and 2115.02 of the Revised Code or to render a just and true account of the fiduciary's administration at the times required by section 2109.301,2109.302, or 2109.303 of the Revised Code, and if the failure continues for thirty days after the fiduciary has been notified by the court of the expiration of the relevant time, the fiduciary forthwith may be removed by the court and shall receive no allowance for the fiduciary's services unless the court enters upon its journal its findings that the delay was necessary and reasonable.

{¶ 12} "The court may remove any such fiduciary, aftergiving the fiduciary not less than ten days' notice, for habitual drunkenness, neglect of duty, incompetency, or fraudulent conduct, because the interest of the trust demands it, or for any other cause authorized by law." (Emphasis added.)

{¶ 13} Appellant contends that Ohio's courts have interpreted R.C. § 2109.24 as containing an implied requirement that a hearing must be held prior to removing a fiduciary. Appellant is partially correct. R.C. § 2109.24 is a statute dealing with the removal of fiduciaries. The definition of fiduciary in R.C. §2109.01 encompasses the position of administrator of a decedent's estate. Whitaker v. Estate of Whitaker (1995),105 Ohio App.3d 46, 52, 663 N.E.2d 681. Courts have held that a fiduciary may not be removed under the authority of R.C. § 2109.24 unless the fiduciary is first given a hearing, with at least ten days prior notice, in order to present evidence and to defend against charges leveled against him. In re Estate of Russolillo, supra,69 Ohio App.3d at 450, 590 N.E.2d 1324; In re Mizer, 5th Dist. No. 2004 AP 04 0035, 2005-Ohio-862. The record does not reflect, however, that R.C. § 2109.24 actually governs the outcome of this appeal.

{¶ 14} It is clear from the record that the trial court filed its citation pursuant to R.C. § 2109.31 rather than R.C. §2109.24. R.C. § 2109.31 states:

{¶ 15}

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

Related

Dolin v. Lupo
2023 Ohio 3074 (Ohio Court of Appeals, 2023)
In re Estate of Hoppes
2014 Ohio 5749 (Ohio Court of Appeals, 2014)
Hoppes v. Hoppes
2014 Ohio 447 (Ohio Court of Appeals, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
2006 Ohio 890, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-phelps-unpublished-decision-2-21-2006-ohioctapp-2006.