2019 Ohio 416
Oh. Ct. App. 11th Dist. Trumbu...2019Background
- Decedent Joseph Curc, Jr. died June 25, 1987; his nephew Raymond J. Curc was appointed executor in July 2017.
- Raymond filed a Fiduciary's Claim in November 2017 seeking reimbursement for funeral expenses and utility/real-estate taxes/maintenance paid on the decedent’s one-half interest in property (claims arising after the decedent’s death).
- Probate magistrate and probate court denied the claim as untimely under R.C. 2117.06 (six‑month creditor‑claim bar from date of death).
- Raymond argued his claim is governed by R.C. 2117.02 (three months from appointment for executors/administrators) and was filed within that period (54 days after appointment).
- Majority reversed: held R.C. 2117.02 governs executor claims and therefore Raymond’s filing was timely; remanded for allowance hearing.
- Dissent would have affirmed, reasoning R.C. 2117.06’s six‑month bar applied to creditor claims and that executor status cannot revive claims forever barred; also questioned whether some charges were debts of another estate.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether an executor’s claim is governed by R.C. 2117.02 (3 months from appointment) or R.C. 2117.06 (6 months from death) | Curc: As appointed executor, his claim is governed by R.C. 2117.02 and was filed within three months | Probate court: R.C. 2117.06 bars all claims not presented within six months after death, so claim is forever barred | Court (majority): R.C. 2117.02 governs executor/administrator claims; Curc’s claim was timely; reversed and remanded |
Key Cases Cited
- Portage Cty. Bd. of Dev. Disabilities v. Portage Cty. Educators' Ass'n for Dev. Disabilities, 103 N.E.3d 804 (Ohio 2018) (standard of review for questions of law)
- Wilhoit v. Estate of Powell, 434 N.E.2d 742 (Ohio Ct. App.) (recognizing executor claims are processed differently than ordinary creditors)
- Hinkle v. Sage, 65 N.E. 999 (Ohio 1902) (family services require express contract to recover compensation)
