In Re Estate of Horton, Unpublished Decision (3-27-2002)
In Re Estate of Horton, Unpublished Decision (3-27-2002)
Opinion of the Court
This cause was heard upon the record in the trial court. Each error assigned has been reviewed and the following disposition is made: This case involves two appeals from the Summit County Probate Court. Appellant, George A. Horton, Jr. ("Mr. Horton") has appealed from an order of the Summit County Probate Court finding him unsuitable to serve as executor of his mother's estate and appointing a third party. Appellant, Alma Horton (Mrs. Horton) has appealed from the denial of her application to serve as executor as well. This Court reverses in regard to Mr. Horton and dismisses Mrs. Horton's appeal as moot.
On August 6, 1998, the estate was released from administration. On October 1, 1998, the ODJFS filed a motion to vacate the entry releasing the estate from administration pursuant to Civ.R. 60(B) alleging that it had not been notified of Mr. Horton's application to release the estate from administration and that it had been omitted from the list of creditors filed by Mr. Horton. The trial court granted the ODJFS's Civ.R. 60(B) motion to vacate and appeal was taken to this Court. On August 2, 2000, this Court affirmed the trial court's decision.
On September 15, 2000, Mr. Horton filed an application for authority to administer estate pursuant to R.C.
THE TRIAL COURT ERRED AS A MATTER OF LAW WHEN IT FAILED TO STRIKE THE OBJECTIONS OF THE OHIO DEPARTMENT OF JOB AND FAMILY SERVICES AND FOUND THAT ODJFS HAD STANDING TO OBJECT TO APPELLANT'S APPLICATION TO BE APPOINTED EXECUTOR PURSUANT TO R.C.2113.06 .
In his first assignment of error, Mr. Horton argues the trial court erred in finding that ODJFS had standing to object to his appointment as executor. This Court agrees.
A testator has the right to name his or her fiduciary and the law is very protective of a testator's choice. In re Estate of Nagle (1974),
R.C.
When a will is approved and allowed, the probate court shall issue letters testamentary to the executor named in the will * * * if he is suitable, competent, accepts the appointment, and gives bond if that is required.
Mr. Horton filed an application for authority to administer estate pursuant to R.C.
2113.05 and 2113.07 and ODJFS filed an objection to his appointment and a request for the court to appoint a disinterested, third party.
R.C.
ODJFS had the burden of establishing that it had standing to object to the appointment of the executor. See Ohio Contractors Assn. v. Bicking
(1994),
At hearing ODJFS argued that it had standing as a creditor of the estate. It further argued that Mr. Horton's prior conduct in not specifically listing ODJFS as a creditor of the estate and his present indication that he would reject their claim gives it a present and compelling interest in Mr. Horton's appointment as executor. This Court disagrees.
At the time of filing its objection and request for appointment of a disinterested third party with Probate Court, ODJFS had not even filed a claim against the estate. Also, Mr. Horton's comments about rejecting any claim submitted by ODJFS were not made in his capacity as executor of the estate because he had not been appointed as executor at that point. What ODJFS basically attempted to do was to make a preemptive strike against Mr. Horton to prevent him from rejecting any claim it may submit if he was appointed executor. This Court can find no case law or statutory authority to empower an alleged creditor of an estate to take such action.
The very fact that there is no statutory authority to file this type of action is especially noteworthy since the state legislature has provided a complete statutory scheme for creditors of a decedent's estate to follow to protect their interests.
[a]ll creditors having claims against an estate, including claims arising out of contract, out of tort, on cognovit notes, or on judgments, whether due or not due, secured or unsecured, liquidated or unliquidated, shall present their claims in one of the following manners:
(1) To the executor or administrator in a writing[.]
R.C.
2117.06 (B) states that all claims must be presented within one year after the death of the decedent or be forever barred. According to R.C.2117.11 , "[a]n executor or administrator shall reject a creditor's claim * * * by giving the claimant written notice of the disallowance thereof. * * * A claim may be rejected in whole or in part." When a claim against an estate is rejected in whole or in part, and is not referred to referees, an action on the claim must be commenced within two months after rejection. R.C.2117.12 .
Palmentera v. Marino (Mar. 27, 1996), Summit App. No. 17430, unreported.
The legislature has specifically conferred standing on a creditor in other probate proceedings. See, for example, R.C.
Moreover, although R.C.
Consequently, this Court finds ODJFS lacked standing to file objections to Mr. Horton's appointment as executor and to request appointment of a disinterested third party to administer the estate. Since the ODJFS lacked standing, it was error for the trial court to consider evidence submitted by it. Therefore, Mr. Horton's assignment of error number one is sustained.
THE TRIAL COURT'S FINDING THAT APPELLANT'S FAILURE TO LIST THE STATE AS A CREDITOR IN THE PRIOR RELEASE OF ADMINISTRATION PROCEEDING WAS AN ABUSE OF DISCRETION. THE TRIAL COURT'S CONSIDERATION OF THE FACT THAT APPELLANT WOULD REQUIRE THE STATE TO SUPPORT ITS CLAIM AND, IF APPOINTED EXECUTOR, APPELLANT WOULD REJECT THE CLAIM, WERE MATTERS OUTSIDE THE JURISDICTION OF THE TRIAL COURT AND ERROR AS A MATTER OF LAW.
THE TRIAL COURT ERRED AS A MATTER OF LAW WHEN IT SUMMARILY DENIED APPELLANT'S APPLICATION TO BE APPOINTED EXECUTRIX OF THE ESTATE OF MILDRED HORTON.
This Court need not address Mr. Horton's last two assignments of error and Mrs. Horton's assignment of error as they have been rendered moot by this Court's disposition of Mr. Horton's assignment of error one. See App.R. 12(A)(1)(c).
Judgement reversed and cause remanded.
The Court finds that there were reasonable grounds for these appeals.
We order that a special mandate issue out of this Court, directing the Court of Common Pleas, County of Summit, State of Ohio, to carry this judgment into execution. A certified copy of this journal entry shall constitute the mandate, pursuant to App.R. 27.
Immediately upon the filing hereof, this document shall constitute the journal entry of judgment, and it shall be file stamped by the Clerk of the Court of Appeals at which time the period for review shall begin to run. App.R. 22(E). The Clerk of the Court of Appeals is instructed to mail a notice of entry of this judgment to the parties and to make a notation of the mailing in the docket, pursuant to App.R. 30.
Costs taxed to appellee.
Exceptions.
BAIRD, P.J., WHITMORE, J. CONCUR
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