In re Estate of Porter

243 N.E.2d 794, 17 Ohio Misc. 136, 46 Ohio Op. 2d 180, 1969 Ohio Misc. LEXIS 308
CourtCuyahoga County Probate Court
DecidedJanuary 17, 1969
DocketNo. 698915
StatusPublished
Cited by2 cases

This text of 243 N.E.2d 794 (In re Estate of Porter) is published on Counsel Stack Legal Research, covering Cuyahoga County Probate Court 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 Porter, 243 N.E.2d 794, 17 Ohio Misc. 136, 46 Ohio Op. 2d 180, 1969 Ohio Misc. LEXIS 308 (Ohio Super. Ct. 1969).

Opinion

BAímjNEK, J.

This matter comes before the court upon a motion to withhold distribution and an amended application for an order upon the administrator to make distribution to the attorney-in-fact filed by Phillip L. Luben, who alleges to be the attorney-in-fact for the heirs of this estate.

The agreed statement of facts divulges that Thomas Porter, an adult, died intestate on November 26, 1966, at Cleveland, Ohio, leaving no surviving spouse, no issue, and no relatives closer than nephews and nieces.

Shortly thereafter, Stanley J. Olstyn, not related to the deceased, filed an application to be appointed administrator of the estate and was so appointed December Í, 1966. The only next-of-kin set forth in the application was a nephew, “Jesse Booker,” an adult, who was listed as residing in Philadelphia, Pennsylvania, without any street address.

Following the appointment of the administrator, during the first eight days of December, one Phillip L. Luben solicited and obtained from the seventeen heirs-at-law of the decedent certain powers of attorney and agency agreements entitling him, a non-lawyer, to represent these heirs and to collect for them their distributive shares of the Thomas Porter Estate. These heirs agreed in writing to pay Luben for these efforts the sum of fifty per cent of any and all moneys so collected for them.

Among the heirs who signed these powers and agency agreements were Larnzie T. Porter, a nephew, who was subsequently found to be entitled to one-fourth of the estate; William E. Roberts, a nephew, who was subsequently found to be entitled to one-fourth of the estate; and Jessie Mae Booker, a niece, who was subsequently found to be entitled to one-twenty-fourth of the estate.

Later, during the month of December 1966, the attor[138]*138ney for the administrator of the estate was contacted by an attorney for Mr. Lnben who delivered the powers of attorney and agency agreements from the seventeen heirs. Subsequently, Luben’s attorney turned over to the attorney for the administrator a genealogical chart prepared by Luben setting forth the relationship of the seventeen heirs to the decedent.

On February 14, 1967, the administrator filed an inventory showing assets of approximately $11,000.00 in the estate, and, nearly one year later, on January 9, 1968, the administrator filed a motidn to correct the record of the estate by adding the seventeen nephews, nieces, great-nephews, and greatnieces, located by Mr. Luken, as next-of-kin. The motion to correct the record was granted.

During the latter part of 1967, the attorney for the administrator advised the attorney for Luben that the administrator would not be permitted to honor any of the powers of attorney or agency agreements as assignments of the rights of the heirs. On April 3, 1968, Luben filed the pleadings which call this matter to the attention of the court.

In April of 1968, William E. Roberts, one of the heirs died and his widow was appointed administratrix of his estate by the proper court of his residence in Pennsjdvania. This administratrix has refused to honor the power of attorney or agency agreement signed by her deceased husband.

In May of 1968, Jessie Mae Booker and Larnzie T. Porter, also heirs of the Porter Estate, executed papers entitled “Revocation of Power of Attorney,” forwarded these documents to the attorney for the administrator, and instructed him not to release any part of their inheritance to Luben.

The questions before the court thus presented by the facts outlined above are:

1. Does the Probate Court have the jurisdiction to determine whether the heirs or their assignees are entitled to receive the respective shares of the estate?

2. Are the powers of attorney and agency agreements herein valid and enforceable?

[139]*1393. Do these powers of attorney and agreements contravene public policy to such an extent that they are invalid?

At the outset, it must be noted that although Luben claims that this court has the jurisdiction to determine issues of this nature under the authority of the declaratory judgment provision found in paragraph (L) of Section 2101.24, Revised Code, the instant action is not a declaratory judgment proceedings, but rather a motion by Luben for the court to order the administrator to make distribution to the alleged assignees of the heirs.

However, any right for this court to accept jurisdiction even under the declaratory judgment provisions of the statute, must be found in other provisions of the law granting such authority to the Probate Court. It is clear that the Probate Court has jurisdiction to render declaratory judgments, but it is also equally clear that the power of the Probate Court to do so cannot alter or broaden the existing powers of this court. (See State, ex rel. Mayfield Heights, v. Bartunek, 12 Ohio App. 2d 141, and Sherrets v. Tuscarawas Savings and Loan Co., 78 Ohio App. 307.)

Thusly, since we must in any event look to the complete and existing power of the Probate Court, the failure of Luben to properly identify his pleading or to prosecute this action as a “declaratory judgment action” will not be considered by this court to be fatal to his contention and this matter is properly before the court to determine if jurisdiction of the subject matter does exist in the Probate Court.

Luben contends that the authority for the Probate Court to resolve these questions is found in Section 2109.36, Revised Code, which provides:

“An application for an order of distribution of the assets of an estate * * * held by a fiduciary may be set for hearing before the Probate Court at such time as the court shall designate. * * * At the hearing upon the application the court shall inquire into, consider, and determine all matters relative thereto, and make such order as the court deems proper. If the court makes an order of distribution, the fiduciary shall comply therewith and shall account to [140]*140the court for his distribution, verified by vouchers or proof. An order of distribution shall have the effect of a judgment. * *

Claiming that the above section of Ohio law must be considered in connection with Section 2101.24, Revised Code, which reads, in part, as follows:

“Except as otherwise provided by.law, the Probate Court has jurisdiction:
i ( * * *
“(C) To direct and control the conduct and settle the accounts of executors and administrators and order the distribution of estates;
i t ■* * *
“Such jurisdiction shall be exclusive in the Probate Court unless otherwise provided by law.
“The Probate Court shall have plenary power at law and in equity to fully dispose of any matter properly before the court, unless the power is expressly otherwise limited or denied by statute.”

Luben argues that this matter is properly before the court by virtue of Section 2109.36, Revised Code, and that that section, plus Section 2101.24, Revised Code, gives the court ample opportunity to inquire into the status of powers of attorney and agency agreements between lawful distributees and their contracting parties.

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Related

Corron v. Corron
531 N.E.2d 708 (Ohio Supreme Court, 1988)
Kindt v. Cleveland Trust Co.
266 N.E.2d 84 (Cuyahoga County Common Pleas Court, 1971)

Cite This Page — Counsel Stack

Bluebook (online)
243 N.E.2d 794, 17 Ohio Misc. 136, 46 Ohio Op. 2d 180, 1969 Ohio Misc. LEXIS 308, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-porter-ohprobctcuyahog-1969.