Ohnstad v. Bruce & Mary Ann Erickson Found.

2026 Ohio 810
CourtOhio Court of Appeals
DecidedMarch 11, 2026
DocketC-240714, C-250239
StatusPublished

This text of 2026 Ohio 810 (Ohnstad v. Bruce & Mary Ann Erickson Found.) 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
Ohnstad v. Bruce & Mary Ann Erickson Found., 2026 Ohio 810 (Ohio Ct. App. 2026).

Opinion

[Cite as Ohnstad v. Bruce & Mary Ann Erickson Found., 2026-Ohio-810.]

IN THE COURT OF APPEALS FIRST APPELLATE DISTRICT OF OHIO HAMILTON COUNTY, OHIO

MARIE OHNSTAD, Administrator of the : APPEAL NOS. C-240714 Estate of Daniel Vincent Ohnstad, C-250239 : TRIAL NO. A-2300839 and : MARIE OHNSTAD, : JUDGMENT ENTRY Plaintiffs-Appellants, : vs. : BRUCE AND MARY ANN ERICKSON FOUNDATION, :

Defendant-Appellee, :

and :

SUSAN ERICKSON, Executor of the : Estate of Mark Bruce Erickson, et al., : Defendants. :

This cause was heard upon the appeals, the record, the briefs, and arguments. For the reasons set forth in the Opinion filed this date, the judgment of the trial court is reversed and the cause is remanded in the appeal numbered C-240714, and the appeal numbered C-250239 is dismissed. Further, the court holds that there were reasonable grounds for these appeals, allows no penalty, and orders that costs be taxed to appellee. The court further orders that (1) a copy of this Judgment with a copy of the Opinion attached constitutes the mandate, and (2) the mandate be sent to the trial court for execution under App.R. 27. OHIO FIRST DISTRICT COURT OF APPEALS

To the clerk: Enter upon the journal of the court on 3/11/2026 per order of the court.

By:_______________________ Administrative Judge [Cite as Ohnstad v. Bruce & Mary Ann Erickson Found., 2026-Ohio-810.]

IN THE COURT OF APPEALS FIRST APPELLATE DISTRICT OF OHIO HAMILTON COUNTY, OHIO

MARIE OHNSTAD, Administrator of the : APPEAL NOS. C-240714 Estate of Daniel Vincent Ohnstad, C-250239 : TRIAL NO. A-2300839 and : MARIE OHNSTAD, : OPINION Plaintiffs-Appellants, : vs. : BRUCE AND MARY ANN ERICKSON FOUNDATION, :

SUSAN ERICKSON, Executor of the : Estate of Mark Bruce Erickson, et al., : Defendants. :

Civil Appeals From: Hamilton County Court of Common Pleas

Judgments Appealed From Are: Reversed and Cause Remanded in C-240714; Appeal Dismissed in C-250239

Date of Judgment Entry on Appeal: March 11, 2026

Thomas Law Offices, PLLC, and Louis C. Schneider, for Plaintiffs-Appellants,

Paul Croushore, for Defendant-Appellee. OHIO FIRST DISTRICT COURT OF APPEALS

BOCK, Judge.

{¶1} In this wrongful-death action, we consider whether the plaintiffs’

attempted service on a trust was sufficient to perfect service. We hold that it was.

{¶2} Mark Bruce Erickson, who was driving the wrong way on a highway,

crashed into Daniel Vincent Ohnstad’s car. Both men died from their injuries.

Plaintiff-appellant Marie Ohnstad, individually and as the administrator of Daniel’s1

estate, sued Mark’s estate and defendant-appellee “Bruce and Mary Ann Erickson

Foundation” (“the Trust”). The Trust moved to dismiss the complaint against it,

arguing that it was never properly served. After converting the motion to one for

summary judgment, the trial court granted summary judgment in favor of the Trust.

{¶3} On appeal, Marie challenges the summary judgment in the Trust’s favor

and the trial court’s denial of her motion for relief from that judgment.

{¶4} We reverse the summary judgment. First, while the Trust now argues

that trusts lack the capacity to be sued, the Trust failed to assert a lack-of-capacity

defense in its answer and therefore waived the defense. Second, Marie properly

perfected service on the Trust, so it did not establish its entitlement to judgment as a

matter of law.

{¶5} We sustain Marie’s first assignment of error, do not address her second

assignment of error as moot, dismiss the appeal numbered C-250239, reverse the trial

court’s summary judgment, and remand the cause for further proceedings.

FACTUAL AND PROCEDURAL HISTORY

{¶6} In February 2022, Daniel was driving southbound in the southbound

lane of a highway in Wisconsin. Mark was also driving in the southbound lane of the

1 Several people involved in this case share surnames, so we refer to individuals by their first names.

All references to Marie include Marie individually and as administrator of Daniel Ohnstad’s estate.

4 OHIO FIRST DISTRICT COURT OF APPEALS

highway, but he was driving north—the wrong direction—and collided with Daniel’s

vehicle. Both drivers were killed in the crash.

A. Marie sued the Trust

{¶7} In February 2023, Marie, as the administrator of Daniel’s estate, sued

Susan Erickson as executor of Mark’s estate, the Marine Team LLC, and the Trust for

negligence, wrongful death, and loss of consortium. The complaint alleged the Trust

was a nonprofit foundation.

{¶8} On March 23, 2023, Marie filed an amended complaint, which alleged

the same causes of action against the same defendants. From January through March

2024, she made numerous written requests for service of the amended complaint on

the Trust. Relevant here, on March 13, 2024, less than one year after Marie filed the

amended complaint, Marie sent a certified-mail envelope containing the amended

complaint to:

BRUCE AND MARY ANN ERICKSON FOUNDATION Attn: Scott F. Erickson 31871 Lakeway Dr. NE Cambridge Mn 55008

{¶9} A United States Postal Service “Electronic Certified Mail Service

Return” showed that on March 13, 2024, “Scott F. Erickson” signed for the amended

complaint in Naples, Florida. That certified-mail return was filed five days later, within

the one-year period after Marie filed her amended complaint.

{¶10} The Trust answered the amended complaint. The answer was captioned,

“ANSWER OF BRENT W. ERICKSON AND SCOTT F. ERICKSON, SUCCESSOR

TRUSTEES OF THE TRUST KNOWN AS THE “BRUCE &MARY ANN ERICKSON

FAMILY FOUNDATION.”

{¶11} The Trust’s third affirmative defense stated, “The process which the

5 OHIO FIRST DISTRICT COURT OF APPEALS

Plaintiffs requested and had issued to ‘Bruce and Mary Ann Erickson Foundation’ at

‘[street name and number], Cincinnati, OH 45247’ was insufficient as to this

Defendant.” Its fourth affirmative defense stated, “The service of process on ‘Bruce

and Mary Ann Erickson Foundation’, at ‘[street name and number], Cincinnati, OH

45247’, and signed for by ‘S. Erickson’ or ‘Sue Erickson’ was insufficient as to this

Defendant.” The Trust’s answer did not specifically assert that the Trust lacked the

capacity to be sued.

B. The Trust moved to dismiss based on failure of service

{¶12} In April 2024, the Trust moved to dismiss Marie’s claims against it,

asserting insufficiency of process, insufficiency of service of process, lack of personal

jurisdiction, failure to commence, and that the complaint was barred by the statute of

limitations. The Trust supported its motion with Brent’s, Scott’s, and Susan’s

affidavits.

{¶13} Brent’s and Scott’s affidavits stated that their parents, Bruce and Mary

Ann Erickson, had created the Trust, an irrevocable charitable trust governed by the

laws of Wisconsin. Later, Brent, Scott, and Mark became cotrustees. After Mark died

in February 2022, no one replaced him as trustee. When Marie sued the Trust, Brent

and Scott were the only trustees of the Trust.

{¶14} Scott claimed that he signed for the certified mail envelope containing

the amended complaint on March 13, 2024, because he saw “Attn. Scott F. Erickson”

on the envelope, but he asserts that he signed the return “individually and not in my

capacity as a Successor Trustee, as shown by my signature with no fiduciary

designation indicated.”

{¶15} The trial court converted the Trust’s motion to dismiss into a motion for

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2026 Ohio 810, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ohnstad-v-bruce-mary-ann-erickson-found-ohioctapp-2026.