In re Estate of Riddle

2022 Ohio 644
Ohio Court of Appeals·Decided March 4, 2022·No. WD-21-041·Published·Cited by 1 cases

Opinion

IN THE COURT OF APPEALS OF OHIO SIXTH APPELLATE DISTRICT

WOOD COUNTY

In re Estate of Eddie M. Riddle Court of Appeals No. WD-21-041 Appellee Trial Court No. 2012-1204

[Loretta Riddle-Appellant] DECISION AND JUDGMENT Decided: March 4, 2022

*****

Thomas E. Teet, for appellant.

Loretta Riddle, pro se.

*****

DUHART, J.

{¶ 1} This is an appeal filed by appellant, Loretta Riddle, from the May 27, 2021 judgment of the Wood County Court of Common Pleas, Probate Division. For the reasons that follow, we affirm the trial court’s judgment.

{¶ 2} Appellant sets forth one assignment of error:

The trial court erred and abused its discretion in determining that a portion of the settlement proceeds be allocated to a survival action.

Background

{¶ 3} Appellant’s father, Eddie Riddle, was a millwright by trade. In 2002, and again in 2008, Mr. Riddle was diagnosed with lung cancer. In September 2011, Mr. Riddle signed an Attorney Employment Agreement (“Agreement”), with a law firm out of Texas, in order to seek recovery for personal injury and/or death-related damages due to his exposure to asbestos. On November 30, 2011, Mr. Riddle died from lung cancer and chronic obstructive pulmonary disease (“COPD”). Mr. Riddle was survived by his wife, Kathy Riddle (appellant’s mother), two adult children (one of whom was appellant), and three grandchildren.

{¶ 4} On July 16, 2012, the Wood County Court of Common Pleas, Probate Division, admitted Mr. Riddle’s last will and testament. Consistent with the terms of the will, Kathy Riddle was named as executor of Mr. Riddle’s estate. Other proceedings in probate court ensued. Then, on November 10, 2020, an Application to Approve Settlement and Distribution of Wrongful Death and Survival Claims (“Application”) was filed by Kathy Riddle. Thereafter, an amended Application (“Amended Application”) was filed. In both the Application and Amended Application, Kathy Riddle requested that the entire settlement proceeds, after attorney fees and expenses, be allocated as a survival claim.

{¶ 5} A hearing was held May 17, 2021, in order for the probate court to receive evidence as to the classification and distribution of the proposed settlement proceeds. On May 27, 2021, the probate court rendered a decision approving the settlement and finding 75 percent of the settlement proceeds, after expenses, should be classified and distributed as and for the survival claim, and 25 percent should be classified and distributed as and for the wrongful death claim. Appellant timely appealed.

Arguments

{¶ 6} Appellant argues the entire settlement should be allocated as wrongful death proceeds. Appellant notes the Agreement did not specify whether the claims were for personal injury or wrongful death. Appellant further observes the Agreement provides it “‘shall be construed in accordance with the laws of the state of Texas.’” Appellant cites to Texas law, which was in effect in when her father was first diagnosed with lung cancer, in support of her assertion that a suit for personal injury must be brought within two years after the cause of action accrues. Appellant cites to additional Texas law which provides that a cause of action for personal injury accrues on the date the person knew or should have known of the injury, and that the injury was work-related.

{¶ 7} Appellant contends no testimony was presented that any reasonable diligence was exercised to discover whether her father’s injuries were likely caused by the wrongful acts of another, through exposure to asbestos. Appellant maintains when her father signed the Agreement the two-year statute of limitations for a personal injury claim had expired, as he was first diagnosed with cancer in 2002, so only a wrongful death claim was left.

{¶ 8} Appellant also asserts the trial court failed to give weight to the timing that her father signed the Agreement. Appellant submits her father’s intent should be decided by extrinsic evidence, just like in Natl. City Bank v. de Laville, 6th Dist. Lucas No. L-08-

1240, 2009-Ohio-5725, to conclude the entire settlement should be allocated as wrongful death proceeds.

{¶ 9} Appellee, the Estate of Eddie Riddle, counters that the trial court’s judgment should be upheld. Appellee contends the court applied reasonable discretion and properly allocated the settlement proceeds between wrongful death and survival claims. Appellee argues the court clearly delineated why the statute of limitations argument advanced by appellant was not well-taken. Lastly, appellee opines that the reference in the Agreement to Texas law governs only matters relative to the attorney-client relationship, and has no authority as to the pursuit, settlement or classification of the underlying claims.

Analysis

{¶ 10} We will first examine appellant’s contention that when her father signed the Agreement, the two-year statute of limitations for a personal injury action, under Texas law, had expired. Appellant suggests, pursuant to the Agreement, the laws of Texas govern and bar a personal injury claim on Mr. Riddle’s behalf.

{¶ 11} We note the probate court rejected appellant’s suggestion, finding “the subject matter settlements cannot be classified as survival actions on the grounds of statute of limitations related argument.” The court mentioned “* * * the defendants or named entities in the actions resulting in the underlying settlements did not pursue or succeed in a statute of limitations defense relative to the claims themselves as is apparent by the very existence of the underlying settlements themselves.”

{¶ 12} While appellant argues in her assigned error that the probate court abused its discretion, the interpretation of a written contract is a question of law which we review de novo. See Nationwide Mut. Fire Ins. Co. v. Guman Bros. Farm, 73 Ohio St.3d 107, 108, 652 N.E.2d 684 (1995).

{¶ 13} Upon review, we find the Agreement explains the attorney-client relationship between Mr. Riddle and his counsel. We also find the record clearly shows the probate court was tasked with approving the proposed settlement, then classifying and allocating the settlements proceeds, not construing the Agreement or resolving any disputes under the Agreement. Since the Agreement was not at issue, including when it was signed by Mr. Riddle and its provision regarding Texas law, we conclude the probate court did not err in failing to give weight to the timing that Mr. Riddle signed the Agreement, nor did the court err in rejecting appellant’s suggestion that pursuant to the Agreement, the laws of Texas barred a personal injury claim on Mr. Riddle’s behalf.

{¶ 14} We now turn to appellant’s assertions that the probate court abused its discretion by allocating a portion of the settlement proceeds to the survival action, and that her father’s intent should be decided by extrinsic evidence to conclude the entire settlement should be allocated as wrongful death proceeds. Appellant cites to de Laville, 6th Dist. Lucas No. L-08-1240, 2009-Ohio-5725, at ¶ 14, where we set forth:

[t]he interpretation of wills is a question of law, and, thus, when determining intent and interpreting the terms of a testamentary trust, appellate courts apply a de novo standard of review. * * * “A fundamental tenet for the construction of a trust is to ascertain, within the bounds of the law, the intent of the grantor.” * * * As a general rule, when the language of the trust agreement is unambiguous, a grantor’s intent can be determined from the express terms of the trust itself. * * * Where the terms are ambiguous or where the grantor’s intent is unclear, a court may consider extrinsic evidence to ascertain the grantor’s intent. * * *

{¶ 15} Upon review, we find the de Laville case inapplicable. In de Laville, we reviewed the probate court’s determination of the meaning of certain terms in estate documents, while here we are examining the probate court’s classification and allocation of a settlement as survival action or wrongful death action proceeds.

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

In re Estate of Riddle, 2022 Ohio 644 (Ohio Ct. App. 2022).

2022 Ohio 644 (In re Estate of Riddle) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Andrews v. Andrews
2022 Ohio 3854 (Ohio Court of Appeals, 2022)