In Re Estate of Wirebaugh

616 N.E.2d 245, 84 Ohio App. 3d 1, 1992 Ohio App. LEXIS 5904
CourtOhio Court of Appeals
DecidedNovember 20, 1992
DocketNo. 92-WD004.
StatusPublished
Cited by15 cases

This text of 616 N.E.2d 245 (In Re Estate of Wirebaugh) 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 Wirebaugh, 616 N.E.2d 245, 84 Ohio App. 3d 1, 1992 Ohio App. LEXIS 5904 (Ohio Ct. App. 1992).

Opinion

Per Curiam.

This case is before the court on appeal from a judgment of the Wood County Court of Common Pleas, Probate Division. Appellant and cross-appellee, Louis E. Wirebaugh, the executor of the estate of Walter R. Wirebaugh, appeals the *3 trial court’s award of attorney fees to appellee, B. Laurene Lea, and appellee and cross-appellant, Helen L. Ziegler.

Louis Wirebaugh, Lea and Ziegler are the children of Walter R. Wirebaugh and beneficiaries under the latter’s last will and testament. Lea and Ziegler filed exceptions to the inventory of the estate of Walter R. Wirebaugh and alleged that Louis Wirebaugh, who was appointed the executor of that estate, had converted funds held in joint and survivorship accounts with his father. Those exceptions were found well taken by the trial court and Louis Wirebaugh was ordered to repay approximately $62,000 to his father’s estate. He appealed that judgment to this court; Lea and Ziegler cross-appealed. We affirmed the trial court’s judgment in all respects but two. We concluded that funds in a checking account released to Louis Wirebaugh after his father’s death were the property of the estate. We further determined that the estate was entitled to prejudgment interest on all converted funds. In re Estate of Wirebaugh (Aug. 9, 1991), Wood App. No. WD-90-18, unreported, 1991 WL 154060. On remand, an additional $13,140.10 and prejudgment interest on all converted monies was awarded to Walter R. Wirebaugh’s estate. Lea and Ziegler then applied for and were awarded attorney fees, to be paid from the estate of Walter R. Wirebaugh, incurred in the prosecution of their claim in the probate court and on appeal. The pertinent part of the notice of appeal from that judgment filed by Louis Wirebaugh reads, “notice is hereby given that the estate of Walter R. Wirebaugh through its duly appointed executor, Louis E. Wirebaugh, appeals * * *.” All of Louis Wirebaugh’s assignments of error are directed at the excessiveness of the award of attorney fees.

For the following reasons, we dismiss the appeal of Louis E. Wirebaugh, executor of the estate of Walter R. Wirebaugh.

It is generally recognized that, in order to establish his right to an appeal on an order of the probate court, a fiduciary, such as an executor, must demonstrate that he is aggrieved by the judgment in his fiduciary capacity or that he is personally affected and appeals in his individual capacity. Fineman v. Cent. Natl. Bank of Cleveland (App.1961), 87 Ohio Law Abs. 236, 241, 18 O.O.2d 33, 35-36, 175 N.E.2d 837, 839-840; Shelly v. Graybill (1959), 109 Ohio App. 277, 283-286, 11 O.O.2d 42, 46-48, 165 N.E.2d 218, 222-225; Doty v. Peters (1958), 106 Ohio App. 435, 439, 7 O.O.2d 181, 183, 155 N.E.2d 239, 243; In re Estate of Hoffman (1941), 68 Ohio App. 47, 37 N.E.2d 646; First Natl. Bank of Cincinnati v. Rawson (1936), 54 Ohio App. 285, 8 O.O. 13, 7 N.E.2d 6. Ordinarily, an executor is not an aggrieved party in a proceeding which affects only the rights of the beneficiaries. Fineman, supra; In re Estate of Byerly (App.1956), 74 Ohio Law Abs. 586, 587, 141 N.E.2d 771, 771-772. In such a proceeding, the executor/beneficiary must appeal in his individual capacity or he is presumed to *4 be satisfied with the judgment of the lower court. Fineman, supra; Rawson, supra. Indeed, where the executor does not represent all of the beneficiaries and/or those beneficiaries appear to resist the executor’s contentions that the estate has been prejudiced by a probate court’s order, courts have determined that the executor cannot appeal that order. Cent. Bank Co. v. McCarthy (1943), 73 Ohio App. 431, 433, 29 O.O. 123, 124-125, 57 N.E.2d 126, 127. In re Estate of Hoffman, supra. Finally, at least one appellate court has specifically held that an executor has no right to appeal from a probate court’s award of attorney fees on the ground that the amount of attorney fees awarded is excessive. In re Estate of Verbeck (1961), 114 Ohio App. 155, 18 O.O.2d 465, 180 N.E.2d 615, reversed on other grounds (1962), 173 Ohio St. 557, 20 O.O.2d 163, 184 N.E.2d 384.

In this case, the award of attorney fees affected only the beneficiaries of the estate. Louis Wirebaugh’s appeal is taken in his fiduciary capacity only. His assertions on appeal are directed solely at the excessiveness of the award of attorney fees and its effect on the distributive shares of Louis Wirebaugh, B. Laurene Lea, and Helen L. Ziegler. Although Ziegler cross-appeals and argues that, in her instance, the award of attorney fees is inadequate, both Ziegler and Lea resist the executor’s attempt to appeal the excessiveness of the award. Accordingly, we hold that Louis Wirebaugh, in his capacity as the executor of the estate of Walter R. Wirebaugh, is not aggrieved by the lower court’s judgment and, therefore, has no right to appeal the question of whether the amount of attorney fees awarded is excessive. The executor’s appeal is, hereby, ordered dismissed at his costs.

On cross-appeal, Ziegler sets forth the following assignment of error:

“The Wood County Probate Court erred and failed to render judgment in favor of Appellee/Cross-Appellant Helen L. Ziegler in the amount of $39,558.90 for attorney fees and costs of $2,522.24 for litigating Exceptions to the Inventory of Louis E. Wirebaugh, Executor of the Estate of Walter R. Wirebaugh, and defending his appeal ($4,281.14 more than the Judgment Entry and Memorandum Decision 12/20/91).” 1

Apparently, Ziegler asserts that the trial court was bound to award attorney fees in the amount documented by her attorneys.

The determination of the allocation of the payment of attorney fees is a matter within the discretion of the probate court. In re Keller (1989), 65 Ohio App.3d 650, 655, 584 N.E.2d 1312, 1316. See, also, In re Estate of Ziechmann *5 (1987), 41 Ohio App.3d 214, 216, 535 N.E.2d 374, 376. We will not reverse the probate court’s finding of an appropriate fee absent an abuse of that discretion. In re Guardianship of Patrick (1991), 66 Ohio App.3d 415, 416, 584 N.E.2d 86, 87.

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

Related

In re Estate of Brunger
2018 Ohio 4474 (Ohio Court of Appeals, 2018)
In re Estate of Hards
2017 Ohio 7290 (Ohio Court of Appeals, 2017)
In re Estate of Stockmaster
2012 Ohio 41 (Ohio Court of Appeals, 2012)
In Re Estate of Brady, Unpublished Decision (3-8-2007)
2007 Ohio 1005 (Ohio Court of Appeals, 2007)
In Re Estate of Bretschneider, Unpublished Decision (3-3-2006)
2006 Ohio 1013 (Ohio Court of Appeals, 2006)
In Re Estate of Poling, Unpublished Decision (9-27-2005)
2005 Ohio 5147 (Ohio Court of Appeals, 2005)
In Re Poschner, Unpublished Decision (5-31-2005)
2005 Ohio 2788 (Ohio Court of Appeals, 2005)
In Re Estate of Williams, Unpublished Decision (7-30-2004)
2004 Ohio 3993 (Ohio Court of Appeals, 2004)
In the Matter of Lazar, Unpublished Decision (4-16-2004)
2004 Ohio 1964 (Ohio Court of Appeals, 2004)
Whitaker v. Estate of Whitaker
663 N.E.2d 681 (Ohio Court of Appeals, 1995)

Cite This Page — Counsel Stack

Bluebook (online)
616 N.E.2d 245, 84 Ohio App. 3d 1, 1992 Ohio App. LEXIS 5904, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-wirebaugh-ohioctapp-1992.