RENDERED: OCTOBER 3, 2025; 10:00 A.M. NOT TO BE PUBLISHED
Commonwealth of Kentucky Court of Appeals NO. 2024-CA-1378-MR
DAKOTA MATHENY AND DONNA BRUNER APPELLANTS
APPEAL FROM WEBSTER CIRCUIT COURT v. HONORABLE DANIEL M. HEADY, JUDGE ACTION NO. 21-CI-00195
DAVID MATHENY APPELLEE
OPINION AFFIRMING
** ** ** ** **
BEFORE: CALDWELL, COMBS, AND EASTON, JUDGES.
COMBS, JUDGE: Donna Bruner and her son, Dakota Matheny, appeal from an
order of the Webster Circuit Court entered October 23, 2024. The trial court
rejected Donna’s contention that she and her former husband, David Matheny
(Dakota’s father), effectively modified the terms of their property settlement
agreement in order to benefit Dakota. The court also declined to enforce a written
instrument prepared by Dakota and signed by his father because -- among other reasons -- it was not supported by consideration. Donna and Dakota contend that
the trial court erred by failing to grant a judgment in their favor. After our review,
we affirm.
In December 2021, Donna and Dakota filed a civil action against
David in Webster Circuit Court. Donna and Dakota alleged that David breached
his agreement to pay to Dakota one-half of the proceeds realized upon the sale of
real property located on Oak Heights Jonestand Road in Dixon, Kentucky (the
former marital home). David answered and denied the allegation.
On November 14, 2023, Donna and Dakota filed a motion for
summary judgment. They argued that during negotiations to settle a division of the
parties’ marital property in 2016, David agreed with Donna that Dakota would
receive Donna’s one-half interest in the net proceeds of any future sale of the
marital home. Donna and Dakota contended that this agreement was memorialized
in a written document prepared by Dakota and executed by the parties some five
years later. Following the sale of the real property in July 2021, David gave
Dakota $8,000.00 -- less than one-quarter of what Dakota claims that he was
entitled to receive. Donna and Dakota argued that pursuant to these facts, they
were entitled to judgment as a matter of law.
On November 23, 2024, David filed a cross-motion for summary
judgment. David explained that at the time of their divorce in 2016, he and Donna
-2- owned the home on Oak Heights Jonestand Road. The terms of their written
property settlement agreement, executed on April 1, 2016, provided that David
would receive the real property (with equity of about $5,000) and that, despite the
couple’s perilous financial condition, he would make every effort to refinance the
home loan and remove Donna as mortgagor. In exchange, Donna agreed to
execute a quitclaim deed conveying her interest in the real property to David; and
she did so on May 9, 2016.
The property settlement agreement provided that its terms “shall not
be modified or changed except by mutual consent and agreement of the parties,
expressed in writing.” The agreement also bound the parties’ assigns. It was
accepted by the family court and made part of its decree of dissolution entered on
April 14, 2016. David argued that the terms of the written property settlement
agreement governed the parties’ interest in the real property; that he had no
agreement with Dakota to pay him one-half of the proceeds of the sale of the real
property; and that Dakota was not otherwise entitled to any portion of the
proceeds.
Following an evidentiary hearing, the Webster Circuit Court granted
judgment in David’s favor. The court concluded that no enforceable written
agreement existed which purported to modify or alter the terms of the parties’ 2016
property settlement agreement. Furthermore, it rejected the claim of Donna and
-3- Dakota that a document drafted by Dakota and signed by the parties in 2021
entitled Dakota to receive “Donna’s one-half of the sale proceeds.” The court
reasoned that neither Donna nor Dakota paid any consideration for David’s
promise to give Dakota a portion of the sale proceeds because Donna had no
interest in the real property with which to bargain; and Dakota “gave up nothing,
he paid nothing, and he did nothing, except extend his hand for payment of some
amount to which he was not entitled under the law.”
The trial court described the absence of any consideration as so
“crystal clear” that it wondered why “such an arguably frivolous claim was ever
filed.” The court wrote as follows:
Parties are nearly always free to negotiate and modify agreements without Court approval, however, finality in divorce proceedings have great value and the terms generated, adopted and ordered from [sic] those hard fought, stressful and intense proceedings should not be undone on a hope and a prayer but only by substantial evidence and clear agreement of the parties in writing, none of which was present in this case. . . .
There was little to no equity in this property at the time of the divorce and the ownership of the property was as much a liability as an asset, which is no doubt why Donna quickly executed that quitclaim deed in 2016 following the divorce as she wanted to rid herself of the property and associated debt. David paid all the costs, taxes, insurance, and upkeep on the property following the divorce. He assumed all the risk. . . . Ultimately, David paid off the marital debt that he agreed to pay during the divorce settlement, which is all that Donna wanted and asked for at the time of the divorce. Since
-4- 2016, nothing has changed or been modified that would alter this agreement.
On appeal, Donna and Dakota contend that they are entitled to
judgment as a matter of law. We disagree.
The parties agree that a property settlement agreement is governed by
contract principles. See Kentucky Revised Statute (KRS) 403.180(5); Money v.
Money, 297 S.W.3d 69, 71 (Ky. App. 2009); Frear v. P.T.A. Indus., Inc., 103
S.W.3d 99, 105 (Ky. 2003). They also agree that the interpretation of a contract is
a matter of law and is reviewed by this Court de novo. Money, supra, at 71; Cinelli
v. Ward, 997 S.W.2d 474, 476 (Ky. App. 1998). Accordingly, we have reviewed
the agreement anew, affording the trial court no deference as we must.
“The primary object in construing a contract or compromise
settlement agreement is to effectuate the intentions of the parties.” Cantrell
Supply, Inc. v. Liberty Mut. Ins. Co., 94 S.W.3d 381, 384 (Ky. App. 2002). “Any
contract or agreement must be construed as a whole, giving effect to all parts and
every word in it if possible.” City of Louisa v. Newland, 705 S.W.2d 916, 919 (Ky.
1986). Where the contract terms are unambiguous, the parties’ intentions are
discerned from the four corners of the instrument without resort to extrinsic
evidence. Wagner v. Wagner, 563 S.W.3d 99, 103 (Ky. App. 2018).
We agree with David that the terms of the negotiated property
settlement agreement -- accepted by the family court and incorporated into its
-5- decree dissolving the marriage -- are patently clear. The provisions of the parties’
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RENDERED: OCTOBER 3, 2025; 10:00 A.M. NOT TO BE PUBLISHED
Commonwealth of Kentucky Court of Appeals NO. 2024-CA-1378-MR
DAKOTA MATHENY AND DONNA BRUNER APPELLANTS
APPEAL FROM WEBSTER CIRCUIT COURT v. HONORABLE DANIEL M. HEADY, JUDGE ACTION NO. 21-CI-00195
DAVID MATHENY APPELLEE
OPINION AFFIRMING
** ** ** ** **
BEFORE: CALDWELL, COMBS, AND EASTON, JUDGES.
COMBS, JUDGE: Donna Bruner and her son, Dakota Matheny, appeal from an
order of the Webster Circuit Court entered October 23, 2024. The trial court
rejected Donna’s contention that she and her former husband, David Matheny
(Dakota’s father), effectively modified the terms of their property settlement
agreement in order to benefit Dakota. The court also declined to enforce a written
instrument prepared by Dakota and signed by his father because -- among other reasons -- it was not supported by consideration. Donna and Dakota contend that
the trial court erred by failing to grant a judgment in their favor. After our review,
we affirm.
In December 2021, Donna and Dakota filed a civil action against
David in Webster Circuit Court. Donna and Dakota alleged that David breached
his agreement to pay to Dakota one-half of the proceeds realized upon the sale of
real property located on Oak Heights Jonestand Road in Dixon, Kentucky (the
former marital home). David answered and denied the allegation.
On November 14, 2023, Donna and Dakota filed a motion for
summary judgment. They argued that during negotiations to settle a division of the
parties’ marital property in 2016, David agreed with Donna that Dakota would
receive Donna’s one-half interest in the net proceeds of any future sale of the
marital home. Donna and Dakota contended that this agreement was memorialized
in a written document prepared by Dakota and executed by the parties some five
years later. Following the sale of the real property in July 2021, David gave
Dakota $8,000.00 -- less than one-quarter of what Dakota claims that he was
entitled to receive. Donna and Dakota argued that pursuant to these facts, they
were entitled to judgment as a matter of law.
On November 23, 2024, David filed a cross-motion for summary
judgment. David explained that at the time of their divorce in 2016, he and Donna
-2- owned the home on Oak Heights Jonestand Road. The terms of their written
property settlement agreement, executed on April 1, 2016, provided that David
would receive the real property (with equity of about $5,000) and that, despite the
couple’s perilous financial condition, he would make every effort to refinance the
home loan and remove Donna as mortgagor. In exchange, Donna agreed to
execute a quitclaim deed conveying her interest in the real property to David; and
she did so on May 9, 2016.
The property settlement agreement provided that its terms “shall not
be modified or changed except by mutual consent and agreement of the parties,
expressed in writing.” The agreement also bound the parties’ assigns. It was
accepted by the family court and made part of its decree of dissolution entered on
April 14, 2016. David argued that the terms of the written property settlement
agreement governed the parties’ interest in the real property; that he had no
agreement with Dakota to pay him one-half of the proceeds of the sale of the real
property; and that Dakota was not otherwise entitled to any portion of the
proceeds.
Following an evidentiary hearing, the Webster Circuit Court granted
judgment in David’s favor. The court concluded that no enforceable written
agreement existed which purported to modify or alter the terms of the parties’ 2016
property settlement agreement. Furthermore, it rejected the claim of Donna and
-3- Dakota that a document drafted by Dakota and signed by the parties in 2021
entitled Dakota to receive “Donna’s one-half of the sale proceeds.” The court
reasoned that neither Donna nor Dakota paid any consideration for David’s
promise to give Dakota a portion of the sale proceeds because Donna had no
interest in the real property with which to bargain; and Dakota “gave up nothing,
he paid nothing, and he did nothing, except extend his hand for payment of some
amount to which he was not entitled under the law.”
The trial court described the absence of any consideration as so
“crystal clear” that it wondered why “such an arguably frivolous claim was ever
filed.” The court wrote as follows:
Parties are nearly always free to negotiate and modify agreements without Court approval, however, finality in divorce proceedings have great value and the terms generated, adopted and ordered from [sic] those hard fought, stressful and intense proceedings should not be undone on a hope and a prayer but only by substantial evidence and clear agreement of the parties in writing, none of which was present in this case. . . .
There was little to no equity in this property at the time of the divorce and the ownership of the property was as much a liability as an asset, which is no doubt why Donna quickly executed that quitclaim deed in 2016 following the divorce as she wanted to rid herself of the property and associated debt. David paid all the costs, taxes, insurance, and upkeep on the property following the divorce. He assumed all the risk. . . . Ultimately, David paid off the marital debt that he agreed to pay during the divorce settlement, which is all that Donna wanted and asked for at the time of the divorce. Since
-4- 2016, nothing has changed or been modified that would alter this agreement.
On appeal, Donna and Dakota contend that they are entitled to
judgment as a matter of law. We disagree.
The parties agree that a property settlement agreement is governed by
contract principles. See Kentucky Revised Statute (KRS) 403.180(5); Money v.
Money, 297 S.W.3d 69, 71 (Ky. App. 2009); Frear v. P.T.A. Indus., Inc., 103
S.W.3d 99, 105 (Ky. 2003). They also agree that the interpretation of a contract is
a matter of law and is reviewed by this Court de novo. Money, supra, at 71; Cinelli
v. Ward, 997 S.W.2d 474, 476 (Ky. App. 1998). Accordingly, we have reviewed
the agreement anew, affording the trial court no deference as we must.
“The primary object in construing a contract or compromise
settlement agreement is to effectuate the intentions of the parties.” Cantrell
Supply, Inc. v. Liberty Mut. Ins. Co., 94 S.W.3d 381, 384 (Ky. App. 2002). “Any
contract or agreement must be construed as a whole, giving effect to all parts and
every word in it if possible.” City of Louisa v. Newland, 705 S.W.2d 916, 919 (Ky.
1986). Where the contract terms are unambiguous, the parties’ intentions are
discerned from the four corners of the instrument without resort to extrinsic
evidence. Wagner v. Wagner, 563 S.W.3d 99, 103 (Ky. App. 2018).
We agree with David that the terms of the negotiated property
settlement agreement -- accepted by the family court and incorporated into its
-5- decree dissolving the marriage -- are patently clear. The provisions of the parties’
agreement could not be modified except by mutual consent, expressed in writing.
Nevertheless, Donna contends in her brief that separate and apart from the written
agreement accepted by the family court, she and David agreed (albeit verbally) that
Dakota would have an option to purchase the marital home in exchange for a
payoff of the mortgage. Donna also contends that “technically, there was an
agreement at one time to pay Dakota one-half of the net proceeds from the sale.”
Donna concedes that these arrangements were not included in the parties’ property
settlement agreement.
An alleged separate, oral agreement is expressly prohibited by the
terms of the court’s decree. Furthermore, David has consistently denied that he
ever had a discussion with Donna following the divorce about Dakota’s receiving
some portion of the net proceeds of the sale of the former marital home.
The fundamental elements of a valid contract are offer and acceptance,
full and complete terms, and consideration. Waggoner v. Waggoner, 644 S.W.3d
548, 552 (Ky. App. 2022). “For the terms to be considered complete they must be
‘definite and certain’ and must set forth the ‘promises of performance to be
rendered by each party.’” Energy Home, Div. of Southern Energy Homes, Inc. v.
Peay, 406 S.W.3d 828, 834 (Ky. 2013) (citations omitted).
We agree with the trial court that the alleged oral agreement cannot be
-6- enforced under the circumstances. Therefore, it follows that the written instrument
prepared by Dakota years later and purportedly binding David to pay an undefined
sum described only as “Dakota Matheny’s portion of the check” is equally
unenforceable.
The order of the Webster Circuit Court is affirmed.
ALL CONCUR.
BRIEF FOR APPELLANT: BRIEF FOR APPELLEE:
William Clint Prow James F. Greene Providence, Kentucky Madisonville, Kentucky
-7-