Daugherty v. Dune, Unpublished Decision (12-30-1999)

CourtOhio Court of Appeals
DecidedDecember 30, 1999
DocketNo. 98AP-1580.
StatusUnpublished

This text of Daugherty v. Dune, Unpublished Decision (12-30-1999) (Daugherty v. Dune, Unpublished Decision (12-30-1999)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Daugherty v. Dune, Unpublished Decision (12-30-1999), (Ohio Ct. App. 1999).

Opinion

OPINION
Plaintiffs, Angela L. Daugherty and her mother, Winna Daugherty, appeal from a judgment of the Franklin County Municipal Court in favor of defendant, Michael J. Dune, and advance the following five assignments of error:

I. The trial court erred when it held that plaintiff-appellant Angela L. Daugherty's claims against defendant-appellee for reimbursement for defendant's share of the mortgage loan payment she had made on behalf of the parties' residence were barred by section 2305.29, Revised Code, the "Heart Balm" statute.

II. The trial court's holding that plaintiff-appellant Angela L. Daugherty did not prove an express contract between defendant-appellee and her concerning their mutual responsibility for making mortgage loan payments is against the manifest weight of the evidence.

III. The trial court erred by failing to hold that defendant-appellee must contribute to plaintiff-appellant Angela L. Daugherty one-half of the mortgage loan payments she made between August 1996 and November 1997.

IV. The trial court erred by holding that plaintiff-appellant Winna Daugherty's claim for reimbursement from defendant-appellee Michael Dune for one-half of the mortgage loan payments she made was barred because of section 2305.29, Revised Code, the "heart balm" statute, and further erred because the trial court failed to find a legal obligation from Michael to reimburse Winna.

V. The trial court erred by failing to permit plaintiffs-appellants to file their second amended complaint; by failing to vacate its judgment entries filed November 5, 1998, November 10, 1998, and November 13, 1998, respectively; and by failing to grant plaintiffs-appellants a new trial.

Angela Daugherty and Michael Dune began dating in 1991. In 1993, the two began cohabiting and, in 1995, became engaged to marry. A wedding was scheduled for October 1996. In April 1996, the couple decided to purchase a house together. According to Michael, he had not planned to purchase a house so soon and was not financially ready to do so. Angela was aware of Michael's poor credit history, outstanding debt obligations and reluctance to incur such a large financial obligation. Nonetheless, Michael agreed to go forward with the purchase because Angela wanted to buy a house.

Angela provided the down payment out of money she received in a severance package from her former employer. On April 12, 1996, Angela and Michael executed a joint and several note and a mortgage to Unlimited Mortgage Services, Inc. in the amount of $121,700. The property was titled in both names. According to Angela, she told Michael that she could not afford to make the entire $1,075.34 monthly mortgage payment on her own, so she expected him to contribute one-half of the monthly payment; Michael understood this obligation, was "very agreeable" to it and told her it "wouldn't be a problem." (Tr. 16.) According to Michael, he told Angela only that he would "try to do his fair share" in paying the mortgage payment. (Tr. 65.) It is undisputed that the parties did not execute a written agreement regarding their respective obligations as to the monthly mortgage payment.

In August 1996, Michael broke the engagement and moved out of the house. For the next few months, he occasionally spent the weekend at the house with Angela and discussed reconciliation; however, he did not reside in the house on a permanent basis after August 1996.

After he moved out, Angela told Michael that even though he was no longer living in the house, she needed his help making the monthly mortgage payment because she could not afford to make the entire payment herself. She asked him to pay "whatever [he could] give [her]." (Tr. 21). He told her that although he was going to start paying rent somewhere else, he would "try to do what [he] could." (Tr. 66.)

So that she could refinance the house in her own name, Angela initiated proceedings to have Michael's name removed from the note, mortgage and deed and to have her name removed from an automobile loan she had co-signed for Michael. According to Angela, Michael repeatedly told her that he wanted to attempt a reconciliation and asked her to postpone the refinancing. Ultimately, however, there was no reconciliation and, in November 1997, Michael conveyed his interest in the property to Angela by quit claim deed. After the conveyance of Michael's interest in the real estate, Angela refinanced the house in her own name, thereby discharging Michael's obligation on the promissory note.

Between August 1996 and October 1997, Angela made thirteen mortgage payments totaling $13,977.34. During that same time period, Angela's mother, plaintiff Winna Daugherty, made two mortgage payments totaling $2,203.43 because Angela could not afford to make them. According to Michael, at the time he signed the quit-claim deed in November 1997, no mention was made of him reimbursing either Angela or Winna for any portion of the mortgage payments made after he moved out of the house in August 1996.

In a complaint filed April 28, 1998, Angela alleged in the second paragraph, as follows:

In contemplation of their wedding, the parties purchased a residence together, incurring a mortgage loan and other expenses.

By her complaint, Angela sought recovery of one-half of the mortgage payments made between August 1996 and October 1997.

On August 14, 1998, Angela filed a motion seeking leave to amend her complaint to add her mother, Winna, as a party plaintiff. The allegations asserted in the amended complaint regarding Angela's cause of action against Michael were identical to those raised in the original complaint. The amended complaint, however, contained a second cause of action seeking recovery from Michael for expenditures Winna made for "* * * two mortgage payments on the residence. * * *" The trial court granted Angela's motion on September 23, 1998.1

The matter was tried to the court on November 3, 1998. Following the plaintiffs' case-in-chief, Michael moved the court for a "directed verdict" dismissing plaintiffs' claims, arguing that because the house was purchased (and the mortgage payments were incurred) in contemplation of the marriage, plaintiffs' claims were barred under R.C. 2305.29.2 In response, plaintiffs argued that: (1) R.C. 2305.29 was inapplicable because Angela's claim was brought against Michael upon his breach of the agreement he had with Angela to pay one-half of the mortgage payments, rather than upon his breach of the promise to marry her; and (2) whether there was an express agreement or not, Angela was entitled to recovery of one-half of the mortgage payments based upon the equitable doctrine of contribution. Michael responded that plaintiffs' breach of contract and contribution theories were inapplicable because neither had been pled in the complaint.

The trial court granted Michael's motion as to Winna's cause of action, finding that there was no contract or other legal obligation between Michael and Winna requiring Michael to reimburse Winna for the expenditures she made. Following the close of all the evidence, the court dismissed Angela's claim. Citing the allegations contained in the complaint, the court determined that Angela's cause of action was brought upon a theory of Michael's breach of his promise to marry Angela, and was not "a case of contribution or anything else." (Tr. 85.) Accordingly, the court held that R.C. 2305.29 barred recovery.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bank One, Dayton, N.A. v. Doughman
571 N.E.2d 442 (Ohio Court of Appeals, 1988)
Wilson v. Dabo
461 N.E.2d 8 (Ohio Court of Appeals, 1983)
Altimari v. Campbell
382 N.E.2d 1187 (Ohio Court of Appeals, 1978)
Johnson v. Tansky Sawmill Toyota, Inc.
642 N.E.2d 9 (Ohio Court of Appeals, 1994)
Levine v. Beckman
548 N.E.2d 267 (Ohio Court of Appeals, 1988)
Pietro v. Leonetti
283 N.E.2d 172 (Ohio Supreme Court, 1972)
C. E. Morris Co. v. Foley Construction Co.
376 N.E.2d 578 (Ohio Supreme Court, 1978)
State ex rel. Evans v. Bainbridge Township Trustees
448 N.E.2d 1159 (Ohio Supreme Court, 1983)
Seasons Coal Co. v. City of Cleveland
461 N.E.2d 1273 (Ohio Supreme Court, 1984)
Hall v. Bunn
464 N.E.2d 516 (Ohio Supreme Court, 1984)
Worthington v. Worthington
488 N.E.2d 150 (Ohio Supreme Court, 1986)

Cite This Page — Counsel Stack

Bluebook (online)
Daugherty v. Dune, Unpublished Decision (12-30-1999), Counsel Stack Legal Research, https://law.counselstack.com/opinion/daugherty-v-dune-unpublished-decision-12-30-1999-ohioctapp-1999.