In re Estate of Greer
968 N.E.2d 55
Ohio Ct. App.2011Background
- Decedent Joan C. Greer suffered from dementia; Mossy Greer had a general power of attorney.
- Decedent was placed in Montgomery Care Center and died on December 9, 2008.
- Relatives engaged Mayers Electric to perform work at the decedent’s residence.
- Montgomery filed for authority to administer the estate in 2010 and Greer was appointed executor in April 2010; Mayers filed a claim June 2010.
- Estate paid $22,000 to Montgomery and $948.93 to Mayers on September 17, 2010.
- Probate court raised sua sponte the propriety of satisfying debts more than two years after death and ordered reimbursements or repayment.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether R.C. 2117.06 applies to testate estates. | Greer argues limitations apply only to intestacy. | Greer contends executor’s authority supersedes six-month period. | Six-month limit applies to testate estates. |
| Whether tolling or relation back affects timeliness of claims previously unpaid. | Greer asserts no tolling since appointment occurred after six months. | Greer relies on relation-back to benefit estate; Curry rejects this. | Limitations not tolled and relation back not applicable here. |
| Whether Montgomery’s debt falls under last-sickness expenses exempt from presentation. | Greer claims last-sickness expenses are exempt from six-month presentation. | Statute silence does not exempt such expenses from presentment requirements. | Last-sickness expenses are not exempt from six-month presentation; claims must be timely. |
Key Cases Cited
- Wrinkle v. Trabert, 174 Ohio St. 233 (Ohio St. 1963) (sets six-month filing prerequisite when administrator not timely appointed)
- In re Emery, 59 Ohio App.2d 7 (Ohio App. 1978) (state authority to regulate estate administration)
- Lifesphere v. Sahnd, 179 Ohio App.3d 685 (Ohio App. 2008) (addressing statute of limitations in fraudulent-conveyance context)
- In re Centorbi, 129 Ohio St.3d 78 (2011-Ohio-2267) (reaffirms limitations and payments under estate administration)
