Whitaker v. Kear

704 N.E.2d 317, 123 Ohio App. 3d 413
CourtOhio Court of Appeals
DecidedOctober 8, 1997
DocketNo. 96 CA 2261.
StatusPublished
Cited by42 cases

This text of 704 N.E.2d 317 (Whitaker v. Kear) 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
Whitaker v. Kear, 704 N.E.2d 317, 123 Ohio App. 3d 413 (Ohio Ct. App. 1997).

Opinion

Kline, Judge.

Michael D. Whitaker appeals from judgments in favor of his former attorneys, Joseph G. Kear, Thomas M. Spetnagel, and William H. Allyn, on his legal *416 malpractice claims. Whitaker asserts that the Ross County Court of Common Pleas erred when it determined that the statute of limitations on his legal malpractice claim against Kear expired before Whitaker filed a complaint. We disagree. Whitaker also asserts that the trial court erred by granting directed verdicts in favor of Allyn and Spetnagel, arguing that reasonable minds could have concluded that Allyn and Spetnagel committed legal malpractice. We disagree. Additionally, Whitaker challenges the trial court’s determination in limine that he could not present certain damage claims at trial. We find this question moot. Finally, Whitaker claims that the trial court granted a directed verdict without sufficient evidence against him on Spetnagel’s counterclaim for unpaid legal services. We disagree. Accordingly, we affirm the judgment of the trial court.

I

Howard and Patricia Whitaker, who died within a few weeks of each other in 1984, each divided their estates evenly between their children, Michael Whitaker (“Whitaker”) and Catherine Reed. The probate court appointed Whitaker as executor of both estates, and Whitaker retained Kear to advise him in the administration of the estates. In the course of this representation, Kear sent Whitaker a letter in which he advised Whitaker regarding closing the estates. Whitaker misunderstood this letter, believing that Kear had advised him to keep the estates open for a lengthy period of time. However, on several occasions Kear and Whitaker orally discussed the need to close the estates quickly.

Between November 1984 and April 1989, Kear filed three partial accounts with the probate court on Whitaker’s behalf. The type and adequacy of notice Kear provided to Reed with regard to these accounts are in dispute. Prior to at least one of the accounts, Kear advised Whitaker that certain disbursements Whitaker made to himself were inappropriate. In April 1989, Kear requested leave to withdraw as counsel for Whitaker, reporting frustration with Whitaker’s lack of cooperation and diligence in fulfilling his duties as executor. The probate court granted Kear permission to withdraw, and Kear had no further involvement in the estates.

Whitaker continued to act as executor for his parents’ estates, but did not retain new counsel until August or September 1990 when Allyn entered an appearance on his behalf. By that time, Whitaker had not filed an account in approximately two and a half years, and the Ross County Probate Court had issued a citation ordering him to file an account or show cause why he should not be held in contempt. Allyn assisted Whitaker in filing three more partial accounts.

*417 In May 1992, Reed filed an action in Ross County Common Pleas Court to partition property she and Whitaker jointly inherited from an aunt. Reed also filed an application in the probate court to remove Whitaker as executor of their parents’ estates, alleging that he had engaged in self-dealing and mismanagement. One month later, Reed withdrew that application on the condition that Whitaker file a final account and close the estates. However, in August 1993 the estates remained open. Reed filed motions to vacate entries settling the accounts and to remove and surcharge Whitaker. Reed also deposed Whitaker in September 1993. At his deposition, Whitaker expressed his belief that Kear had committed legal malpractice.

On September 30, 1993, the probate court held a hearing on Reed’s motions to remove and surcharge Whitaker. As a result of that hearing, Whitaker agreed to resign as executor. The court then scheduled a second hearing to determine the amount of the surcharges the court would impose against Whitaker.

Allyn represented Whitaker in the partition action as well as in probate court through September 1993. Allyn became concerned with a potential conflict of interest between representation of Whitaker in his representative capacity and in his individual capacity. He suggested that Whitaker retain Spetnagel to represent him in the partition action.

As Allyn advised, Whitaker retained Spetnagel in September 1993. In October 1993, Whitaker faxed Spetnagel a letter stating that he wished to discuss possible claims against Kear and Allyn for malpractice. In their subsequent conversation about Kear, Spetnagel informed Whitaker that he would not pursue a lawsuit against a brother attorney in Chillicothe, and advised Whitaker that he should consult an attorney in Columbus if he wished to pursue a legal malpractice suit against a Ross County attorney. Additionally, Spethagel advised Whitaker of the one-year statute of limitations for malpractice and of the complications and difficulties in determining when the statute began to run.

Allyn continued to represent Whitaker on the surcharges. The probate court held hearings on the surcharges on March 31 and April 14, 1994. Shortly after the final hearing on the surcharges, Allyn withdrew as Whitaker’s attorney in the probate matters. On May 23, 1994, the probate court issued its decisions regarding the amount of surcharges, totaling over $165,000. Whitaker asked Spetnagel to represent him in the appeal of the surcharge decisions. Around the same time, Whitaker began consulting with attorneys at Carlile, Patchen & Murphy, a Columbus law firm.

Spetnagel filed an appeal from the decision in Patricia Whitaker’s estate, in which the probate court surcharged Whitaker $139,998. Shortly thereafter, Spetnagel withdrew as Whitaker’s counsel in both the partition and the probate *418 case. On August 18, 1994, Carlile, Patchen & Murphy entered an appearance as Whitaker’s counsel in the Ross County Probate Court.

On March 31, 1995, Whitaker filed a complaint against Kear in the Ross County Court of Common Pleas. On August 3 and 11, respectively, he filed complaints against Spetnagel and Allyn. On Whitaker’s motion, the trial court consolidated the three cases. In January 1996, the court granted Kear’s motion for summary judgment, finding that Whitaker failed to file his complaint within one year of his discovery of Kear’s malpractice.

The court granted Spetnagel’s motion for partial summary judgment on Whitaker’s claims regarding the appeals of the surcharge decisions. Whitaker does not challenge this ruling.

The court also granted Spetnagel and Allyn’s in limine motion to exclude evidence at trial regarding damages claimed by Whitaker which were not recoverable in the malpractice action as a matter of law. Specifically, the trial court ruled that Whitaker could not present his claims for (1) attorney fees and expenses incurred by Reed, (2) attorney fees incurred in the prosecution of the partition action and the malpractice action, (3) lost income of Whitaker, and (4) executor fees. Whitaker appeals this ruling.

At trial, Whitaker testified that Allyn never advised him as to whether he had a claim against Kear. He also testified that Allyn never informed him that Allyn would not pursue a claim against Kear for personal reasons.

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Cite This Page — Counsel Stack

Bluebook (online)
704 N.E.2d 317, 123 Ohio App. 3d 413, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whitaker-v-kear-ohioctapp-1997.