In Re Estate of Poling, Unpublished Decision (9-27-2005)

2005 Ohio 5147
CourtOhio Court of Appeals
DecidedSeptember 27, 2005
DocketNo. 04CA18.
StatusUnpublished
Cited by7 cases

This text of 2005 Ohio 5147 (In Re Estate of Poling, Unpublished Decision (9-27-2005)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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In Re Estate of Poling, Unpublished Decision (9-27-2005), 2005 Ohio 5147 (Ohio Ct. App. 2005).

Opinion

DECISION AND JUDGMENT ENTRY
{¶ 1} Albert M. Poling appeals the Hocking County Court of Common Pleas, Probate Division, decision denying his objections to its distribution order. Poling argues that the probate court erred when it: (1) failed to order the Estate to reimburse him for attorneys fees; (2) ordered all miscellaneous property be distributed to the co-executors of the Estate; (3) failed to order the Estate to transfer insurance proceeds recovered on real estate property he purchased; and (4) improperly awarded attorneys fees to the Estate's attorney. Because we find that the probate court properly overruled Appellant's objections on these matters, we disagree. Accordingly, we affirm the probate court's judgment.

I.
{¶ 2} This case arises out of a disputed estate settlement. The co-executors for the Estate are the decedent's children: Appellees Calvin L. Poling, Oliver C. Poling, and Gladys L. Carr, and Appellant Albert M. Poling. Because Appellant raised issues both as an individual and a beneficiary against the Estate, he obtained his own counsel.

{¶ 3} An inventory of the tangible and intangible personal property and real estate belonging to the Estate was filed with the probate court. Item 8 of that inventory generally listed miscellaneous personal property, and valued it at $1,150. The probate court scheduled an oral hearing on the inventory listed for November 5, 2001. Appellant requested, and was granted, a continuance.

{¶ 4} The probate court rescheduled the hearing for November 26, 2001. On the same day as the hearing, Appellant filed his exceptions to the inventory list. Appellant claimed, in part, that Item 8 included a metal hospital bed and metal desk that belong to him. The Magistrate's Decision and Order clarified that, pursuant to agreement by the parties, the metal hospital bed and metal desk were not part of the property of the Estate. The Magistrate then dismissed Appellant's exceptions to the inventory on the basis that they were not timely filed. The probate court adopted this decision.

{¶ 5} In December 2001, the probate court ordered a new appraisal and the filing of an amended inventory. Appellees failed to comply with this order. In April 2002, the probate court appointed an appraiser and gave him fourteen days to appraise all property previously ordered appraised. The probate court also ordered the co-executors to file an amended inventory within ten days of completion of the appraisal. The co-executors were ordered to sign the amended inventory, but the probate court specifically noted that their signatures would not waive their rights to file exceptions or other documents.

{¶ 6} The amended inventory was filed with the probate court in May 2002. Included in the amended inventory was Item 8, which generally listed miscellaneous property valued at $1,150. Neither Appellees nor Appellant filed exceptions to the amended inventory.

{¶ 7} In 2004, the co-executors negotiated a settlement agreement, which the probate court recorded in an Agreed Entry. The probate court's entry states: "The Parties have reached settlement on all issues in this matter, and hereby voluntarily dismiss all pending claims, counterclaims, and cross-claims, with prejudice, pursuant to Ohio Civil Rule 41(A)(1)(b). In open Court on February 23, 2004, counsel for Plaintiffs recited the terms of the settlement and this Court asked Calvin L. Poling, Oliver C. Poling, and Gladys L. Carr and Albert M. Poling if each of them agreed to the settlement and each of them stated that they approved of all terms of the settlement."

{¶ 8} The probate court accepted the parties settlement and ordered the following: "1. The Estate will sell all real estate (Items 10, 11, and 12 on the Inventory) (hereinafter "Real Estate") to Albert M. Poling for $409,000. 2. Albert M. Poling shall have until March 8, 2004 to acquire financing to purchase the Real Estate. The closing of the sale of the Real Estate to Albert M. Poling shall occur on or before March 15, 2004. 3. If Albert M. Poling cannot acquire financing to purchase the Real Estate by March 8, 2004, or the closing of the sale of the Real Estate does not occur on or before March 15, 2004, then all assets of the Estate listed on the Inventory shall be sold as soon as practicable at a public auction. This Court will appoint an auctioneer to sell said assets.

{¶ 9} "4. If the sale of the Real Estate closes, then the Estate will distribute all farm equipment (Items 2, 3, 4, 5, 6, 7, and 9 on the Inventory) and the 1979 Dodge pickup (Item 1 on the Inventory) to Albert M. Poling. 5. If the sale of the Real Estate closes, then the Estate will pay up to $1,500 of the attorney fees of D. Joe Griffith and up to $1,500 of the attorney fees of Aaron R. Conrad. However, before payment is made by the Estate, Joe Griffith and Aaron Conrad shall submit invoices for the legal services rendered them. 6. If the sale of the Real Estate closes, then the Estate will pay to Albert M. Poling up to $1,500 for reimbursement of attorney fees that he has paid to Jeffrey Feyko. However, before payment is made by the Estate, Albert M. Poling shall provide proof of payment of the attorney fees to Jeffrey Feyko. 7. If the sale of the Real Estate closes, then the Estate will distribute all miscellaneous personal property (Item 8 on the Inventory) to Calvin L. Poling, Oliver C. Poling and Gladys L. Carr."

{¶ 10} In July 2004, the probate court issued an entry finding that the Second Fiduciary's Account had been lawfully administered. One month later, the probate court issued an entry ordering distributions from that account. Specifically, the probate court ordered the bank to distribute: (1) $1,500 to Appellant for reimbursement of attorney fees paid to Jeffrey Feyko; (2) $3,000 to Dagger, Johnston, Miller, Ogilvie Hampson, LLP for payment of Appellant's attorney fees; (3) $66,736.48 to Carlile Patchen Murphy, LLP to pay the attorney fees for the Estate's counsel; (4) all costs from complying with this order to the bank; and (5) all remaining funds distributed in equal shares to the four co-executors.

{¶ 11} Appellant, now acting pro se, entered objections to this order. In his objections, he claimed that: (1) the Estate's attorney had a conflict of interest because he represented Calvin L. Poling on an estate planning issue before this case; (2) the other three co-executors should pay the Estate attorney's fees because he represented their personal interests; and (3) the metal hospital bed and metal desk are included in Item 8 of the Inventory and belong to him. The objections are vague and repeatedly reference Appellant's belief that Appellees are not co-executors on the Estate and that the Estate's attorney has behaved inappropriately by acting on behalf of the Appellees in their individual and beneficiary capacities.

{¶ 12} The probate court overruled Appellant's objections. In its judgment entry, the probate court appears to address objections that Appellant did not expressly make in writing. The probate court found that Appellant objected to the payment of attorney fees in the amount of $3,000 as set forth in the order of distribution. Specifically, the probate court referenced two cancelled checks which the Appellant provided and which show that he paid $1,500 to Attorney Griffith and $270 to Attorney Conrad. Appellant requested that the probate court order the Estate to reimburse him for these amounts.

{¶ 13}

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Bluebook (online)
2005 Ohio 5147, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-poling-unpublished-decision-9-27-2005-ohioctapp-2005.