Lower v. Lower

CourtOhio Court of Appeals
DecidedJune 4, 2026
Docket25AP-607
StatusPublished

This text of Lower v. Lower (Lower v. Lower) 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
Lower v. Lower, (Ohio Ct. App. 2026).

Opinion

[Cite as Lower v. Lower, 2026-Ohio-2098.]

IN THE COURT OF APPEALS OF OHIO

TENTH APPELLATE DISTRICT

Michael Scott Lower, :

Plaintiff-Appellant, : No. 25AP-607 (Prob. No. 613894WC) v. : (REGULAR CALENDAR) Donald Lee Lower et al., :

Defendants-Appellees. :

D E C I S I O N

Rendered on June 4, 2026

On brief: Michael Scott Lower, pro se. Argued: Michael Scott Lower.

On brief: Barney Debrosse LLC, Michael Truman and Derek DeBrosse; Cooke Demers, LLC, Adam J. Bennett, for appellees. Argued: Adam J. Bennett.

APPEAL from the Franklin County Court of Common Pleas, Probate Division

BEATTY BLUNT, J.

{¶ 1} Plaintiff-appellant, Michael Scott Lower, appeals from a judgment entry of the Franklin County Court of Common Pleas, Probate Division, overruling appellant’s objections to the magistrate’s decision granting the motions for summary judgment filed by defendants-appellees pursuant to Civ.R. 56, adopting the magistrate’s decision as its own, and granting the motion for summary judgment filed by appellee, Donald Lee Lower in both his individual and executor capacities on November 2, 2022; the renewed motion for summary judgment filed by Donald Lee Lower, individually, on February 11, 2025; and the renewed motion for summary judgment filed by Donald Lee Lower, executor, on March 3, 2025. For the following reasons, we affirm. No. 25AP-607 2

I. Facts and Procedural History {¶ 2} This appeal arises out of a will contest action. The record evinces the following. {¶ 3} In April of 2021, decedent Nancy G. Lower (“Decedent”) retained the services of attorney Colin R Beach (“Beach”) for the preparation of estate planning documents including a Last Will and Testament (the “Will”) and a Transfer on Death Designation Affidavit (the “TODDA”) regarding her real property located at 6149 Northgap Drive, Columbus, Ohio 43229 (the “Property”). (Aff. of Colin R. Beach at ¶ 5, Ex. A and incorporated herein by reference hereinafter as “Beach Aff. at ¶__”). A copy of Decedent’s engagement letter dated April 20, 2021 is attached to the Beach Affidavit as Exhibit 1; a copy of the Will is attached to the Beach Affidavit as Exhibit 2; and a copy of the TODDA is attached to the Beach Affidavit as Exhibit 3. (See generally, Nov. 2 2022 Mot. of Defs Donald Lee Lower, Individually, and Donald Lee Lower, Executor, for Summ. Jgmt.) {¶ 4} Prior to Beach preparing the Will and the TODDA, Decedent provided Beach with clear and concise instructions on how she wished for her estate to be distributed upon her passing. (Beach Aff. at ¶ 6.) Following Decedent’s instructions, Beach prepared the Will and the TODDA to be executed on April 20, 2021 in his office. (Beach Aff. at ¶ 7.) Decedent arrived at Beach’s office on April 20, 2021 at or around 2:00 p.m. (Beach Aff. at ¶ 8.) Decedent was accompanied by Donald Lee Lower who provided her with transportation to Beach’s office. Id. {¶ 5} When Decedent arrived at Beach’s office, she provided Beach with a letter dated March 30, 2021 from her long-time medical doctor, Ronald M. Taddeo, M.D. (“Dr. Taddeo”), regarding Decedent’s mental competency and ability to execute estate planning documents (the “Competency Letter”). (Beach Aff. at ¶ 9.) A copy of the Competency Letter is attached to the Beach Affidavit as Exhibit 4. {¶ 6} Pursuant to the Competency Letter, Dr. Taddeo declared Decedent both competent to make any financial or medical decisions and to make any changes to her own estate planning and her last will and testament. (Aff. of Ronald M. Taddeo, M.D. at ¶ 6, Ex, B, hereinafter “Taddeo Aff. at ¶_”). Based on Dr. Taddeo’s examination of Decedent on or about March 30, 2021, it is his professional opinion that the opinions expressed in the Competency Letter remain true and accurate. (Taddeo Aff. at ¶ 7.) No. 25AP-607 3

{¶ 7} When Beach met with Decedent on April 20, 2021, Beach reviewed the estate planning documents with Decedent, discussed her familial relationship with her three sons, appellant, Donald Lee Lower, and defendant-appellee James William Lower, and reaffirmed her wishes and that she understood the ramifications of executing the documents Beach had prepared for Decedent, including the Will and the TODDA. (Beach Aff. at ¶ 10). During that meeting, Decedent appeared to Beach to fully comprehend the nature of the business she was transacting and appeared to Beach to be of sound mind and memory when she executed the Will and the TODDA. Id. At no time during the meeting did Beach observe anything that resembled improper influence being exerted over her by Donald. (Beach Aff. at ¶ 11.) In fact, according to Beach, Decedent’s meeting with him was rather straightforward and unremarkable. Id. {¶ 8} Further, according to Timothy A. Hudson, who witnessed the execution of the Will, Decedent appeared to fully comprehend the nature of the business she was transacting and appeared to Hudson to be of sound mind and memory when Decedent executed the Will. (Aff. of Timothy A. Hudson at 3, Ex. C, hereinafter “Hudson Aff. at ¶ __”). {¶ 9} In late October or early November of 2021, Beach was contacted by Donald who advised Beach that Decedent had died unexpectedly of a heart attack on October 26, 2021 and he retained Beach’s services to assist with Decedent’s estate affairs. (Beach Aff. at ¶ 12, Ex. A.) (A copy of Decedent’s death certificate (the “Death Certificate”) is attached to the Beach Aff. as Ex. 5.) {¶ 10} On December 15, 2021, the trial court admitted to probate Decedent’s 2021 Will, which left her entire estate to appellee Donald Lee Lower, excluding appellant and James Lower from inheritance except for love and affection. {¶ 11} On April 8, 2022, appellant filed a will contest alleging undue influence and lack of testamentary capacity on the part of Decedent. {¶ 12} On November 2, 2022, Donald Lee Lower filed a motion for summary judgment. On February 11, 2025, Donald Lee Lower, in his individual capacity, filed a renewed motion for summary judgment, and on March 3, 2025, Donald Lee Lower, in his capacity as executor, filed a renewed motion for summary judgment. No. 25AP-607 4

{¶ 13} On November 27, 2024, appellant filed a motion to compel specific relevant probative evidence, and on January 27, 2025, appellant filed a motion to compel better discovery. {¶ 14} On April 10, 2025, the magistrate issued an order denying all but one request for production of documents appellant’s motions to compel. (See Apr. 10, 2022 Mag.’s Order.) On April 22, 2025, appellant filed a motion to set aside/objections to the magistrate’s order issued April 10, 2025. On the same day, the magistrate issued a decision recommending that the trial court grant summary judgment in favor of appellee Donald Lee Lower, finding no genuine issues of material fact regarding undue influence or lack of testamentary capacity. (See Apr. 22, 2025 Mag.’s Decision.) {¶ 15} On May 1, 2025, appellant filed objections to the magistrate’s decision issued April 22, 2025. On June 27, 2025, the trial court issued its judgment entry overruling the objections and adopting the magistrate’s decision as its own, thus granting summary judgment in favor of Donald Lee Lower in both his individual capacity and as executor. {¶ 16} On July 29, 2025, appellant timely filed this appeal, which is now before the court. II. Assignments of Error

{¶ 17} Appellant assigns the following seven errors for our review:

[1.] The Court’s Overruling the plaintiff’s civ. r. 53 (d)(3) objections to the magistrate’s findings of fact and conclusions of law re: magistrate order of April 22, 2025(R-272), recommending summary judgment in favor of defendant Donald lower was an Abuse of Discretion.

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

Related

In re Application of Black Fork Wind Energy, L.L.C.
2013 Ohio 5478 (Ohio Supreme Court, 2013)
In re Disqualification of Corrigall Jones
2012 Ohio 6308 (Ohio Supreme Court, 2012)
Westfield Insurance v. Hunter
2011 Ohio 1818 (Ohio Supreme Court, 2011)
Corbin v. Dailey, 08ap-802 (2-26-2009)
2009 Ohio 881 (Ohio Court of Appeals, 2009)
State v. Sibert
648 N.E.2d 861 (Ohio Court of Appeals, 1994)
Huntington National Bank v. Burda, 08ap-658 (4-14-2009)
2009 Ohio 1752 (Ohio Court of Appeals, 2009)
Martin v. Dew, Unpublished Decision (5-13-2004)
2004 Ohio 2520 (Ohio Court of Appeals, 2004)
Jones v. Billingham
663 N.E.2d 657 (Ohio Court of Appeals, 1995)
Stockdale v. Baba
795 N.E.2d 727 (Ohio Court of Appeals, 2003)
Henkle v. Henkle
600 N.E.2d 791 (Ohio Court of Appeals, 1991)
Gannett v. Booher
465 N.E.2d 1326 (Ohio Court of Appeals, 1983)
Nationwide Mutual Fire Insurance Co. v. Turner
503 N.E.2d 212 (Ohio Court of Appeals, 1986)
Weis v. Weis
72 N.E.2d 245 (Ohio Supreme Court, 1947)
Kennedy v. Walcutt
161 N.E. 336 (Ohio Supreme Court, 1928)
State v. Hussein
2017 Ohio 5519 (Ohio Court of Appeals, 2017)
Suon v. Mong
2018 Ohio 4187 (Ohio Court of Appeals, 2018)
Jenkins v. Grawe
2019 Ohio 2013 (Ohio Court of Appeals, 2019)
Rizzo-Lortz v. Eric Ins. Group
2019 Ohio 2133 (Ohio Court of Appeals, 2019)
Premiere Radio Networks, Inc. v. Sandblast, L.P.
2019 Ohio 4015 (Ohio Court of Appeals, 2019)
RRL Holding Co. of Ohio, L.L.C. v. Stewart
2020 Ohio 199 (Ohio Court of Appeals, 2020)

Cite This Page — Counsel Stack

Bluebook (online)
Lower v. Lower, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lower-v-lower-ohioctapp-2026.