In re Estate of McDaniel

2023 Ohio 1065, 212 N.E.3d 351
CourtOhio Court of Appeals
DecidedMarch 30, 2023
Docket22 CA 0956
StatusPublished
Cited by7 cases

This text of 2023 Ohio 1065 (In re Estate of McDaniel) 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
In re Estate of McDaniel, 2023 Ohio 1065, 212 N.E.3d 351 (Ohio Ct. App. 2023).

Opinion

[Cite as In re Estate of McDaniel, 2023-Ohio-1065.]

IN THE COURT OF APPEALS OF OHIO SEVENTH APPELLATE DISTRICT CARROLL COUNTY

IN THE MATTER OF:

ESTATE OF: HELEN L. MCDANIEL

CHRISTINE MCLEAN et al.,

Plaintiffs-Appellants/ Cross-Appellees,

v.

ESTATE OF HELEN L. MCDANIEL et al.,

Defendants-Appellees/ Cross-Appellants.

OPINION AND JUDGMENT ENTRY Case No. 22 CA 0956

Probate Appeal from the Court of Common Pleas, Probate Division of Carroll County, Ohio Case No. 20184004

BEFORE: Carol Ann Robb, Cheryl L. Waite, Mark A. Hanni, Judges.

JUDGMENT: Affirmed. [Cite as In re Estate of McDaniel, 2023-Ohio-1065.]

Atty. Thomas C. Loepp, Law Office Co., LPA, 3580 Darrow Road, Stow, Ohio 44224 for Plaintiffs-Appellants/Cross-Appellees and Atty. Mel L. Lute, Jr, Atty. Andrea K. Ziarko, Baker Dublikar, 400 S. Main Street, N. Canton, Ohio 44720 for Defendants-Appellees/Cross Appellants.

Dated: March 30, 2023

Robb, J.

{¶1} Appellants, Christine and David McLean, appeal the trial court’s December 30, 2021 judgment following a bench trial and contend the trial court erred by failing to find they are the rightful owners of the decedent’s farm. Appellees and Cross-Appellants, the estate of Helen McDaniel, and her beneficiaries, Bradley and Todd Tacy, separately appeal and claim the court’s judgment ordering them to pay Appellants $112,000 as damages for unjust enrichment is against the manifest weight of the evidence. {¶2} Appellants asserted numerous causes of action arising from their alleged oral agreement with Christine’s mother, Helen McDaniel. Appellants allege Helen promised to give them her real estate, the family farm consisting of approximately 84 acres, upon her death, in exchange for Appellants agreeing to move onto the farm to assist her with her personal needs and to maintain the farm during Helen’s life. {¶3} The trial court held Appellees and Cross-Appellants, Bradley and Todd Tacy, were the rightful owners of Helen’s farm, as the named beneficiaries in her May 19, 2017 transfer on death affidavit. It also found Appellants’ unjust enrichment claim had merit and entered judgment in their favor in the amount of $112,000 against Appellees, Helen’s nephews and beneficiaries. The court found Appellants’ remaining claims lacked merit. {¶4} For the following reasons, Appellants’ and Appellees’ arguments on appeal lack merit, and we affirm. Statement of the Case {¶5} In June of 2017, Appellants filed suit in the Carroll County Court of Common Pleas against Christine’s mother, Helen McDaniel, among others. Helen died testate in February of 2018, and the case was transferred to the probate division. Appellants filed their amended complaint in June of 2018 and named the Estate of Helen McDaniel and –3–

her co-executors, Bradley and Todd Tacy in their representative capacity as well as in their individual capacities, and the county treasurer. Appellants asserted 17 claims for relief, labeled alphabetically A through Q. Their complaint included breach of contract, unjust enrichment, and declaratory judgment claims, and others. (June 8, 2018 Amended Complaint.) {¶6} The estate and Bradley and Todd Tacy counterclaimed for eviction, trespass, unjust enrichment, breach of the covenant of quiet enjoyment, declaratory judgment seeking a determination that they were the rightful owners of the decedent’s real property, and sought preliminary and permanent injunctions enjoining Appellants from occupying the premises. (June 9, 2018 Answer & Counterclaim.) {¶7} Following the exchange of discovery, summary judgment motions, and COVID-19 delays, the case was heard at a September of 2021 bench trial. {¶8} Christine testified at length. She explained she and her husband David lived across the street from her mother Helen’s farm. They lived on David’s parents’ property in an old farm house. In April of 2012, she suffered a severe asthma reaction to mold in the old house. Doctors advised her not to return to their home. David’s family owned the real estate on which they lived, but he only had part ownership of it, and as such, was unable to build a home there. {¶9} At about this same time, David was retiring from his full-time job, and he and Christine discussed relocating to be closer to his part-time job in Dover, which was 25 to 30 minutes away. {¶10} Christine had been the primary caretaker of her mother, Helen, for years. Helen could no longer drive, but she was still ambulatory. She suffered from neuropathy, which caused her to have difficulty traversing steps. Christine went to her mother’s home on most days to check on her and to assist her with her errands, such as buying groceries and attending medical appointments. Helen also had custody of her granddaughter Felicity, and Christine provided many parenting duties for Felicity as well. {¶11} Based on the sudden loss of her home, Christine spoke with her mother about her options. She explained at trial: I told her I needed a newer home and one that didn’t have any mold * * *. Because she’s, * * * said something to me about moving into the old

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McDaniel farmhouse [on Helen’s property] * * *. We were going to need something newer. And so, she said well, I have always promised you the farm anyway, so go ahead and put your home on the farm. There’s no * * * problem with that because you are getting the farm. Q. What were your obligations to her though? A. Well she * * * she said that you continue to take care of me, and I said well yeah, I’ll continue to take care of you. And * * * my obligations also were to get a home that would be suitable for her that we could take care of her in it * * *. I got a home that was opened all in the middle so you could get a wheelchair around [in] it. * * * And we put extra decks on the house that we did not need. We still do not need to this day because none of us are handicapped. (September 29, 2021 Tr. p. 27-28.) {¶12} The next day, Christine, who was temporarily living in her RV to avoid the mold, drove it across the street and parked it on her mother’s property so she could hook it into the running water in the barn. She and David then began preparing an area on her mother’s land for them to place their double-wide manufactured home. {¶13} She explained how they continued to do “everything” for Helen, including repairs to her old farmhouse, drove her to appointments, mowed her grass, plowed the snow, and helped her with Felicity, among other things. Christine recalled her relationship with her mother was good until Christine’s adult son Nate began telling Helen lies about her in an effort to “cut her off.” (Tr. 36-37.) Nate had a history of substance abuse, and Christine obtained temporary custody of his three children for some time. She sought custody based on Helen’s urging and because of the children, Christine and David had a two-bedroom addition constructed on their manufactured home. The addition was permanently affixed and was not designed to be mobile or modular. They had a roof added which connected it to the modular home and that also extended over their patio and the ramp they installed for Helen. {¶14} Appellants planned for Helen to eventually live there with them, but at this time, Helen lived on her own in her mobile home on the property. In July of 2016, the

Case No. 22 CA 0956 –5–

custody of Nate’s children was returned to their mother, and Helen blamed Christine for not securing permanent custody of them. (September 29, 2021 Tr. 39-45.) {¶15} Meanwhile, Christine’s other niece moved in with Nate, and according to Christine, they were both conspiring against her. In September of 2016, Helen stopped speaking with Christine altogether. Christine secured a protective order against Nate. (September 29, 2021 Tr. 47-48.) {¶16} At one point, Helen informed Christine she and David had 30 days to vacate the property.

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Cite This Page — Counsel Stack

Bluebook (online)
2023 Ohio 1065, 212 N.E.3d 351, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mcdaniel-ohioctapp-2023.