Schaefer v. Bolog

2018 Ohio 1337, 109 N.E.3d 706
CourtOhio Court of Appeals
DecidedMarch 29, 2018
DocketNO. 17 MA 0085
StatusPublished
Cited by3 cases

This text of 2018 Ohio 1337 (Schaefer v. Bolog) 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
Schaefer v. Bolog, 2018 Ohio 1337, 109 N.E.3d 706 (Ohio Ct. App. 2018).

Opinion

JUDGES: Hon. Cheryl L. Waite, Hon. Gene Donofrio, Hon. Carol Ann Robb

OPINION

WAITE, J.

{¶ 1} Appellant, Frank A. Bolog, appeals the decision of the Mahoning County Court of Common Pleas, Probate Division, in favor of Appellee, Patricia Schaefer, following jury trial in a will contest action. On appeal, Appellant argues the trial court erred when it denied his motion for summary judgment and his motion for reconsideration after denial of summary judgment. Appellant contends the court also erred in denying his motion for a directed verdict and in entering judgment for Appellee after trial.

{¶ 2} The parties are brother and sister. Appellant proposed to probate a will signed by his father, Decedent. Appellee contested the validity of this will. Appellee based her challenge to the will on the testamentary capacity of Decedent, claiming he was under the undue influence of Appellant. Appellant contends this matter never should have gone to trial and that his motion for summary judgment and his subsequent motion for reconsideration of its denial should have been granted because Appellee failed to meet her burden to demonstrate that a genuine issue of material fact existed. Additionally, Appellant contends the trial court should have granted the motion for directed verdict he made after Appellee's opening statement at trial, because Appellee failed to argue that Decedent lacked testamentary capacity. Appellant also claims that the trial court erred in entering judgment consistent with the jury verdict, but does not provide any argument regarding that assignment. Appellant has failed to demonstrate the trial court erred in denying his motion for summary judgment or the subsequent reconsideration motion. Further, Appellant has failed to demonstrate the trial court erred in denying his motion for a directed verdict or that the trial court erred in entering judgment based on the jury verdict. Accordingly, Appellant's assignments of error are without merit and the judgment of the trial court is affirmed.

Factual and Procedural History

{¶ 3} Frank K. Bolog, ("Decedent") was married to Betty Bolog ("Betty"). Both were the parents of Appellant and Appellee. Decedent ran a bus transportation business for many years. The business was turned over to Appellant. The family home was transferred to Appellee. Decedent and Betty had executed a will in 1954 which was still valid in 2013 when Decedent, accompanied by Appellant, visited the family attorney, Stephen Stone. Decedent asked that the will be rewritten to remove Appellee as a beneficiary, allegedly because she was trying to take over the business. Stone advised against such action and instead recommended that Decedent open a bank account and name Appellant as the beneficiary payable on death. Rather than take that advice, on September 10, 2013 Decedent, again accompanied by Appellant, visited an attorney who handled the family business, Dennis Clunk. Decedent made the same request to remove Appellee as a beneficiary under the will. Clunk advised that Decedent "go to lunch" and think about it before executing the will. Decedent returned that day, again accompanied by Appellant, and executed the will as changed.

{¶ 4} Decedent and Betty were living with Appellee and she had been their primary caretaker for several years. Guardianship proceedings for Decedent and Betty were filed by Appellee in the Stark County Court of Common Pleas, Probate Division, the parties' county of residence. (Stark County Case No. 219089). Decedent had been evaluated for dementia on August 8, 2013, by Dr. Suzanne Beason-Hazen. He was found to have mild dementia and was determined to be incapable of managing his finances and property. Dr. Beason-Hazen's report was filed with Stark County Probate Court on October 11, 2013. Moreover, on October 18, 2013, just over a month from the date of the execution of the will at issue here, Appellant also filed an application for guardianship for Decedent, representing that Decedent was incompetent at that time. The record also contains evidence that on November 13 and 14, 2013, Appellant accompanied Decedent to a number of banks where several thousand dollars were transferred from an account in both parents' names to an account owned by Decedent and Appellant. At around the same time Decedent also executed a power of attorney in favor of Appellant. A guardian for Decedent was named by the Stark County Probate Court. The guardian was able to recover approximately half of the withdrawn funds. On November 18, 2013, Appellant brought Decedent in for an evaluation by Dr. Mark Hostetler at the behest of Attorney Clunk. Dr. Hostetler concluded that at the time, Decedent was experiencing mild dementia, but disagreed with Dr. Beason-Hazen's evaluation regarding Decedent's ability to manage his finances.

{¶ 5} Shortly afterward, Decedent moved out of Appellee's home and into Copeland Oaks Assisted Living. Betty continued to reside with Appellee. Decedent was evaluated at Copeland Oaks on February 3, 2014 by Dr. Mark Shivers, who concluded that Decedent's dementia was mild and that he was competent to make his own decisions and decisions on behalf of his spouse. However, on February 4, 2014, the Stark County Probate Court issued a judgment entry determining that Decedent was incompetent.

{¶ 6} A short time later Betty died. A guardian ad litem report was submitted in the Stark County matter on June 5, 2014. The guardian concluded that Decedent was in full possession of his mental capacities but that the issue of undue influence should be investigated or concluded as quickly as possible. Decedent was re-evaluated on July 24, 2014 by Dr. Robert DeVies. Dr. DeVies concurred with Dr. Beason-Hazen's prior evaluation that Decedent was incapable of managing his personal business.

{¶ 7} Despite conflicting medical evaluations and Appellant's own motion seeking guardianship of Decedent, Appellant filed a motion to terminate guardianship in the Stark County Probate Court on October 16, 2014. Decedent was evaluated again on March 3, 2015, by Dr. Jay Berke, who concluded that Decedent was suffering from moderately severe dementia.

{¶ 8} Decedent passed away on May 29, 2015. The disputed will was admitted to the Mahoning County Court of Common Pleas, Probate Division, on June 1, 2015. Appellee filed a complaint on June 17, 2015 alleging both that Decedent lacked testamentary capacity to execute the 2013 will and that Appellant exerted undue influence over him. An answer was filed on June 24, 2015. Appellee sought leave and filed an amended complaint on July 13, 2016, naming Appellant both individually and in his capacity as executor of the 2013 will. An answer was filed on July 18, 2016. Appellant filed a motion for summary judgment on July 21, 2016 and a supplemental memorandum and motion for leave to file a motion for summary judgment was filed on July 25, 2016. In his summary judgment motion Appellant contended that the Stark County Probate Court found Decedent incompetent but did not provide a reason. Thus, Appellee's assertion in her complaint that Decedent was incompetent by reason of dementia was not supported on summary judgment. Appellant also argued that the Mahoning County Probate Court, in an earlier entry denying a motion filed by Appellee seeking to transfer the matter from Mahoning to Stark County, held that Decedent was competent to form an intent to establish a new domicile. Therefore, Appellant asserted that the probate court had already ruled on Decedent's competency. Appellee opposed Appellant's request to file a motion for summary judgment, alleging only that it was untimely.

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Cite This Page — Counsel Stack

Bluebook (online)
2018 Ohio 1337, 109 N.E.3d 706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schaefer-v-bolog-ohioctapp-2018.