In Re Estate of Jacob, Unpublished Decision (9-22-2005)
In Re Estate of Jacob, Unpublished Decision (9-22-2005)
Opinion of the Court
{¶ 3} An inventory and appraisal was filed January 30, 2004. It indicated that the estate was valued at $518,370.08, and was largely comprised of three pieces of real property, residential property located at 3237 Kersdale Road, Pepper Pike, Ohio, a medical center located at 3655 Lee Road, Shaker Heights, Ohio, and land located at 4420 Lee Road, Shaker Heights, Ohio.
{¶ 4} On May 10, 2004, the executor moved the court for authority to take over management of the real estate. Appellant, together with his brother John Jacob, Jr., immediately filed a motion for removal of the executor on May 18, 2004.
{¶ 5} On August 3, 2004, a magistrate conducted a hearing on the motion for authority to manage real estate. No transcript of this proceeding was made. The magistrate filed his report on August 19, 2004, recommending that the court grant the motion. The magistrate determined that two of the four heirs, Richard and John Jacob, had keys to the premises; the executor did not. Richard and John Jacob resided at the Kersdale Road property, and Richard Jacob used the medical center building as his business office. According to the magistrate, Richard Jacob stated at the hearing that he would not allow a real estate agent to appraise the properties until after all the matters before the probate court had been settled.
{¶ 6} The magistrate determined that the estate's debts exceeded available funds. In order to generate the income to pay the debts, the executor would need to lease or sell the property. The magistrate concluded that to allow Richard and John Jacob to continue to use the properties without payment of rent or sale of the real estate would cause a loss to the other two heirs, and would unnecessarily delay the administration of the estate. He therefore recommended that the court grant the motion. The court overruled appellant's objections, adopted the magistrate's report, and granted the executor's motion to manage the real property.
{¶ 7} On August 31, 2004, the magistrate held a hearing on the motion to remove the executor. A transcript of this proceeding was made and is included in the record. The magistrate's report filed October 4, 2004, determined that appellant had failed to provide clear and convincing evidence that the executor's actions were harmful to the estate, or that the executor should be removed for neglect of duty, incompetency, fraudulent conduct, or because the interests of the trust demands it. The magistrate further held that appellant provided no evidence that there were unsettled claims between the executor and the estate. Therefore, the magistrate recommended that the court deny the motion to remove the executor. The court overruled appellant's objections, adopted the magistrate's report, and denied appellant's motion to remove the executor.
{¶ 8} Appellant now appeals from these rulings.
{¶ 10} R.C.
{¶ 11} "(A) If, within a reasonable time after the appointment of the executor or administrator, no one in authority has taken over the management and rental of any real estate of which the decedent died seized, the executor or administrator, or an heir or devisee may, unless the will otherwise provides, make application to the probate court for an order authorizing the executor or administrator to assume such duties.
{¶ 12} "* * *
{¶ 13} "(B) In the exercise of such authority, the executor or administrator shall be authorized to do the following:
{¶ 14} "(1) Collect rents;
{¶ 15} "(2) From the rents collected:
{¶ 16} "(a) Pay all taxes and assessments due on such real estate and all such usual operating expenses in connection with the management thereof;
{¶ 17} "(b) Make repairs when necessary to preserve such real estate from waste, provided that an order of the court shall first be obtained if the cost of such repairs exceeds one hundred dollars;
{¶ 18} "(c) Insure buildings against loss by fire or other casualty and against public liability;
{¶ 19} "(3) Advance money upon an order first obtained from the court, for such repairs, taxes, insurance, and all usual operating expenses, which shall be a charge on such real estate;
{¶ 20} "(4) Rent the property on a month to month basis, or, upon an order first obtained from the court, for a period not to exceed one year;
{¶ 21} (5) Prosecute actions for forcible entry and detention of such real estate."
{¶ 22} The power to manage real property as described in R.C.
{¶ 23} Second, appellant argues that the court erred and abused its discretion by denying his motion to remove the executor. He asserts that the magistrate and the court erred by finding no evidence of any unsettled claims between the executor and the estate, because the evidence showed that there was an existing suit between the executor and appellant. Appellant testified that the executor sought to evict him from both his home and his office. He further testified that after the eviction proceeding was dismissed, he filed an action in the common pleas court alleging that the executor and his counsel breached fiduciary duties to appellant and caused him emotional distress. Appellant is not the "estate" however, and he is not acting on behalf of all of the heirs in challenging the executor's actions. Cf. In re Nardiello, Franklin App. No. 01AP-281, 2001-Ohio-4080. Therefore, the court's determination that there was no evidence of an unsettled claim between the executor and the estate was not contrary to the evidence or an abuse of discretion. Accordingly, we overrule the second assignment of error and affirm the probate court's judgments.
It is ordered that appellee recover of appellant his costs herein taxed.
The court finds there were reasonable grounds for this appeal.
It is ordered that a special mandate issue out of this court directing the common pleas court, probate court division, to carry this judgment into execution.
A certified copy of this entry shall constitute the mandate pursuant to Rule 27 of the Rules of Appellate Procedure.
Cooney, P.J. and Gallagher, J. Concur.
Reference
- Full Case Name
- In Re Estate of John Jacob, [Appeal by Richard K. Jacob].
- Cited By
- 1 case
- Status
- Unpublished