In Re Jerson, Unpublished Decision (9-30-2004)

2004 Ohio 5319
CourtOhio Court of Appeals
DecidedSeptember 30, 2004
DocketCase No. 2003-L-102.
StatusUnpublished
Cited by3 cases

This text of 2004 Ohio 5319 (In Re Jerson, Unpublished Decision (9-30-2004)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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In Re Jerson, Unpublished Decision (9-30-2004), 2004 Ohio 5319 (Ohio Ct. App. 2004).

Opinion

OPINION
{¶ 1} Appellant, Beth Motzer ("Motzer"), purportedly appeals from the May 30, 2003, judgment entry of the Lake County Common Pleas Court, Probate Division. A review of the record reveals appellant's assignments of error stem from the final appealable order entered by the Lake County Common Pleas Court, Probate Division, on March 12, 2003. Appellant did not timely appeal the March 12, 2003 order; therefore, this appeal is dismissed.

{¶ 2} David Jerson ("Jerson") died on October 17, 1999, because of injuries he sustained in a workplace accident. Jerson was survived by his wife, Beth Jerson, n.k.a. Beth Motzer; two children, David A. Jerson, Jr., born October 31, 1991, and Matthew C. Jerson, born March 11, 1994; his parents Al and Josephine Jerson; and three siblings.

{¶ 3} On June 20, 2000, Motzer filed an application for authority to administer her husband's estate. Motzer filed an application to approve wrongful death settlement on August 28, 2000. This application sought approval of a structured settlement with Jerson's employer in the amount of $585,000. This money was to be distributed as follows: $495,000 to Motzer, $45,000 to David A. Jerson, Jr., and $45,000 to Matthew C. Jerson.

{¶ 4} On September 21, 2000, appellees filed a motion to remove Motzer as administratrix and fiduciary of Jerson's estate. Appellees also filed a motion to appoint a guardian ad litem. The motion was heard by a special master. The special master recommended a guardian ad litem be appointed and that Motzer be removed as administratrix. By entry filed September 26, 2001, the trial court confirmed the report of the special master. The trial court appointed Charles E. Cannon administrator of Jerson's estate and appointed Barry M. Byron guardian ad litem.

{¶ 5} On December 4, 2001, Cannon filed an application to approve wrongful death settlement. Cannon proposed the settlement be distributed as follows: fifty percent to Motzer, twenty-three percent to each minor child, and two percent to each surviving parent. Appellees filed objections to the proposed distribution on December 17, 2001.

{¶ 6} A magistrate heard the matter. The magistrate recommended the trial court approve the settlement but did not submit a recommendation regarding the distribution of the proceeds "* * * upon the parents and siblings' request for further proceedings."

{¶ 7} Appellees filed objections to the magistrate's decision and moved to have the matter re-committed to the special master for determination of the distribution. The trial court re-committed the matter to the special master.

{¶ 8} On July 23, 2002, due to health problems, the court removed Cannon as administrator and appointed Timothy P. Cannon administrator.

{¶ 9} Appellees filed objections to the proposed distribution on August 2, 2002. Appellees proposed to distribute the settlement as follows: twenty-nine percent to each of the minor children, twelve percent to Motzer, twelve percent to each surviving parent, and two percent to each of the three surviving siblings.

{¶ 10} On August 2, 2002, the special master held a hearing on the settlement distribution.

{¶ 11} The special master issued his report on November 6, 2002. The special master recommended distribution as follows: ten percent to Jerson's parents jointly, twenty percent to Motzer, thirty-five percent to each child, and nothing to Jerson's surviving siblings.

{¶ 12} Motzer filed objections to the special master's recommendations on December 5, 2002. The trial court deferred ruling on Motzer's objections to give Motzer time to obtain a transcript of the hearing. When no transcript was filed, the trial court entered judgment overruling Motzer's objections and confirming the recommendations of the special master. This judgment was entered on March 12, 2003.

{¶ 13} On March 14, 2003, Motzer's counsel sent a letter to the court asking for a status conference regarding the court's March 12 entry.

{¶ 14} On April 18, 2003, Motzer filed a transcript of the special master hearing.

{¶ 15} On April 25, 2003, Royal Appliance ("Royal"), Jerson's employer, and Federal Insurance, Royal's insurer, moved to intervene.

{¶ 16} On April 29, 2003, the trial court put on an order scheduling a status hearing and granting the motion to intervene. In this order, the trial court also noted that its March 12, 2003 entry constituted a final appealable order.

{¶ 17} On May 30, 2003, the trial court put on a judgment entry, the body of which states in its entirety:

{¶ 18} "This case came for hearing this 30th day of May, 2003 upon Agreement of the undersigned parties, the administrator is hereby authorized to execute a release in favor of Royal Appliance Inc. and Federal Insurance Co. aka Chubb Group of Insurance companies in accordance with the settlement previously approved. The court hereby orders the administrator to request a lump sum distribution sufficient to satisfy existing claims as ordered by the court, and to further direct reallocation of the existing annuity in accordance with the previous order of the court dated March 12, 2003, in a manner that preserves the value of the structured settlement."

{¶ 19} Motzer's counsel signed the entry but "with reservation of any rights Beth Motzer may have."

{¶ 20} On June 30, 2003, Motzer filed a notice of appeal from the May 30, 2003 entry assigning the following errors:

{¶ 21} "1. The Special Master erred and abused his discretion in failing to adopt the allocation recommendation of the Administrator of the Estate.

{¶ 22} "2. The Special Master erred and abused his discretion in receiving and considering evidence of collateral benefits, including but not limited to the Workers' Compensation settlement, and this further was both beyond the jurisdiction of this Court and unconstitutional.

{¶ 23} "3. The amount allocated to the surviving spouse is insufficient, both in its own right and in comparison to the allocations to the other beneficiaries.

{¶ 24} "4. The special Master erred and abused his discretion in receiving and considering evidence subsequent to the date of death, including but not limited to Appellant's remarriage.

{¶ 25} "5. The Special Master failed to consider the reimbursement claim of John Hurley, Esq. and Elisabeth Plax.

{¶ 26} "6. The Special Master erred and abused his discretion in not appointing Appellant as trustee of the trusts of her two sons, and in failing to make the determination based upon the best interests of the minor boys, and in overlooking the fact that no evidence was presented that Appellant, as their natural mother and custodial parent, is not the best person to serve as trustee."

{¶ 27} On October 15, 2003, appellees moved to dismiss this appeal and moved for attorney fees and costs. Appellees argued Motzer was in fact appealing the trial court's March 12, 2003 entry for which the time to file an appeal had expired. We overruled appellees' motion by entry filed December 22, 2003. In our entry, we stated:

{¶ 28}

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Bluebook (online)
2004 Ohio 5319, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-jerson-unpublished-decision-9-30-2004-ohioctapp-2004.