Wisehart v. Wisehart

2022 Ohio 3774
CourtOhio Court of Appeals
DecidedOctober 24, 2022
DocketCA2022-05-006
StatusPublished
Cited by1 cases

This text of 2022 Ohio 3774 (Wisehart v. Wisehart) 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
Wisehart v. Wisehart, 2022 Ohio 3774 (Ohio Ct. App. 2022).

Opinion

[Cite as Wisehart v. Wisehart, 2022-Ohio-3774.]

IN THE COURT OF APPEALS

TWELFTH APPELLATE DISTRICT OF OHIO

PREBLE COUNTY

ARTHUR DODSON WISEHART, :

Appellee, : CASE NO. CA2022-05-006

: OPINION - vs - 10/24/2022 :

ARTHUR McKEE WISEHART, et al. :

Appellant. :

APPEAL FROM PREBLE COUNTY COURT OF COMMON PLEAS Case No. 15 CV 30565

Murr Compton Claypoole & Macbeth, and Jane E. Beach, for appellee.

Arthur McKee Wisehart, pro se.

PIPER, J.

{¶1} Appellant, Arthur McKee Wisehart ("McKee") appeals the decision of the

Preble County Court of Common Pleas, denying his pro se "motion to reopen case." For

the reasons detailed below, we affirm the trial court's decision.1

{¶2} In 1987, Dorothy Wisehart established the Dorothy R. Wisehart Trust

1. Appellant and appellee have the same first and last names, so for ease of reading we will refer to the parties using their middle names. Preble CA2022-05-006

("Trust"). Dorothy named herself and her son, McKee, as cotrustees. Dorothy conveyed

to the Trust an undivided one-half interest in two farm properties located at 5291 New Paris

Gettysburg Road and 5460 Oxford Gettysburg Road (the "Farms").

{¶3} Dorothy retained her remaining one-half interest in the Farms. She passed

away in 1993. Upon her death, her one-half interest in the Farms transferred to McKee.

The other one-half interest remained with the Trust. From 1993 to 2010, McKee serve as

the sole trustee of the Trust.

{¶4} In 2010, the Trust had five income beneficiaries, consisting of Elizabeth

Wisehart—McKee's wife from approximately 1953 until her death in 2013—and McKee's

and Elizabeth's four children. Appellee, Arthur Dodson Wisehart ("Dodson"), is one of those

children. McKee was never an income beneficiary of the Trust.

{¶5} The Trust contained a provision for removal and replacement of the trustee

upon the written request of 75 percent of the income beneficiaries. Pursuant to this

provision, in January 2010, four of the five income beneficiaries executed a document

removing McKee as sole trustee of the Trust, and then appointed McKee and Dodson as

cotrustees.

{¶6} In July 2015, Dodson, in his capacity as cotrustee, filed suit against McKee,

individually and in McKee's capacity as cotrustee. The lawsuit sought to quiet title to the

Preble County real estate held by the Trust. Dodson alleged that McKee was attempting to

sell the Preble County real estate despite lacking the authority to do so. Dodson also

requested the court declare that McKee was not the sole trustee of the Trust, and that

McKee and Dodson were cotrustees. Dodson additionally asserted a claim for breach of

fiduciary duty against McKee and requested an accounting of any Trust income received

by McKee.

{¶7} As the lawsuit progressed, the trial court issued orders enjoining McKee from

-2- Preble CA2022-05-006

selling the Farms, ordering him to maintain the status quo, and further ordering him to

deposit any income produced by the Farms with the court until the matter could be decided.

McKee violated these orders and the court ultimately found him in contempt. McKee

appealed the contempt order. We affirmed the trial court. Wisehart v. Wisehart, 12th Dist.

Preble No. CA2018-12-019, 2019-Ohio-3833.

{¶8} In 2019, the parties filed cross-motions for summary judgment. Subsequently,

the trial court issued its summary judgment decision, which denied McKee's motion and

granted Dodson's motion. The court found that (1) the Trust held an undivided one-half

interest in the Farms, (2) the appointment of Dodson and McKee as cotrustees was valid,

(3) all of McKee's prior attempts to convey the Farms out of the Trust were void, and (4)

that McKee breached his fiduciary duty to the Trust, must provide an accounting for his

actions, and must repay the Trust income that he wrongfully withheld. Dodson

subsequently moved for attorney fees and the court held a hearing. In December 2020, the

court granted Dodson $134,374.22 in attorney fees. McKee appealed and this court

affirmed the trial court's decision. Wisehart v. Wisehart, 12th Dist. Preble No. CA2021-01-

001, 2021-Ohio-3649.

{¶9} On October 29, 2020, Dodson moved the court for an order identifying the

conveyances of the Farms by McKee that were ordered to be set aside and declared a

nullity pursuant to the trial court's prior order. On November 5, 2020, the trial court granted

Dodson's motion. The trial court found that McKee's attempts to convey Trust property to

himself or his new spouse, Joan Lipin, were a nullity and ordered those attempted

conveyances be set aside. The trial court specifically detailed 12 such attempted

conveyances that were to be set aside and nullified. There was no timely appeal from this

entry.

{¶10} On April 1, 2022, McKee filed a "motion to reopen case" pursuant to Civ.R.

-3- Preble CA2022-05-006

60(B)(5). McKee claimed that Lipin was an indispensable party to the declaratory judgment

action filed by Dodson on July 15, 2015, and that the failure to join her as a party deprived

the trial court of jurisdiction. Therefore, McKee argued that the trial court's orders were

void. On April 25, 2022, the trial court denied McKee's motion on the basis that Lipin had

no legally protected interest in the matter. McKee now appeals, raising a single assignment

of error.

Appeal

{¶11} THE TRIAL COURT ABUSED ITS DISCRETION BY DENYING

APPELLANT'S CIVIL RULE 60(B)(5) MOTION TO REOPEN THE ACTION, VACATE THE

JUDGMENT, AND DISMISS THE VOID AB INITIO DECLARATORY JUDGMENT ACTION

BECAUSE APPELLEE FAILED TO COMPLY WITH THE COMPULSORY JOINDER

CLAUSE OF OHIO'S UNIFORM DECLARATORY JUDGMENTS ACT AS MANDATED

PURSUANT TO R.C. 2721.12(A).

{¶12} In his sole assignment of error, McKee argues the trial court erred by denying

his Civ.R. 60(B) "motion to reopen." McKee argues that Dodson failed to join Lipin as an

indispensable party in his action for declaratory judgment.

{¶13} Pursuant to Ohio's declaratory judgment statute:

[W]hen declaratory relief is sought under this chapter in an action or proceeding, all persons who have or claim any interest that would be affected by the declaration shall be made parties to the action or proceeding * * * [A] declaration shall not prejudice the rights of persons who are not made parties to the action or proceeding.

R.C. 2721.12.

{¶14} The supreme court has held "whether a nonparty is a necessary party to a

declaratory-judgment action depends upon whether that nonparty has a legally protectable

interest in rights that are the subject matter of the action." Rumpke Sanitary Landfill, Inc. v.

-4- Preble CA2022-05-006

State, 128 Ohio St.3d 41, 2010-Ohio-6037, ¶ 15. A legally protected interest is an interest

recognized by law. Id. at ¶ 14. "[O]nly those persons who are legally affected are proper

parties to a lawsuit." Id., citing Driscoll v. Austintown Assoc., 42 Ohio St.2d 263, 273 (1975).

{¶15} In this case, McKee alleges that Lipin is an interested and necessary party

and Dodson's failure to include her in the declaratory judgment proceedings renders those

proceedings void. However, the record shows that Lipin has no legally protected interest

in the Trust's property.

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Related

Lipin v. Wisehart
S.D. Ohio, 2023

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2022 Ohio 3774, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wisehart-v-wisehart-ohioctapp-2022.