Marks v. Raymond

2021 Ohio 3375
CourtOhio Court of Appeals
DecidedSeptember 24, 2021
Docket29065
StatusPublished
Cited by1 cases

This text of 2021 Ohio 3375 (Marks v. Raymond) 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
Marks v. Raymond, 2021 Ohio 3375 (Ohio Ct. App. 2021).

Opinion

[Cite as Marks v. Raymond, 2021-Ohio-3375.]

IN THE COURT OF APPEALS OF OHIO SECOND APPELLATE DISTRICT MONTGOMERY COUNTY

JOSEPH PATRICK MARKS : : Plaintiff-Appellant : Appellate Case No. 29065 : v. : Trial Court Case No. 2018-CV-5119 : DEBORAH RAYMOND, et al. : (Civil Appeal from : Common Pleas Court) Defendants-Appellees : :

...........

OPINION

Rendered on the 24th day of September, 2021.

TODD E. BRYANT, Atty. Reg. No. 0072738, 122 West Main Street, Troy, Ohio 45373 Attorney for Plaintiff-Appellant

KEVIN A. BOWMAN, Atty. Reg. No. 0068223, 130 West Second Street, Suite 900, Dayton, Ohio 45402 Attorney for Defendants-Appellees

.............

WELBAUM, J. -2-

{¶ 1} Plaintiff-appellant, Joseph Patrick Marks, appeals from a judgment of the

Montgomery County Court of Common Pleas in favor of defendants-appellees, Deborah

and Brian Raymond, on Marks’ breach-of-contract claim. For the reasons outlined

below, the judgment of the trial court will be affirmed.

Facts and Course of Proceedings

{¶ 2} On November 2, 2018, Marks filed a complaint against his adult daughter,

Deborah, and her husband, Brian (“the Raymonds”), alleging breach of contract, unjust

enrichment, quantum meruit, conversion, and statutory claims for damages. In response

to the complaint, the Raymonds filed an answer denying each of Marks’ claims. The

Raymonds also filed a counterclaim against Marks alleging breach of contract, fraud, and

promissory estoppel. The matter ultimately proceeded to a two-day bench trial on

January 5 and 6, 2021.

{¶ 3} Prior to trial, Marks withdrew his conversion and statutory damages claims,

and the Raymonds withdrew their claim of fraud. The parties also filed several

stipulations. The parties stipulated that Marks and the Raymonds had entered into an

oral agreement under which Marks had agreed to pay for the construction of an addition

onto the Raymonds’ home in Tennessee that would accommodate Marks’ living there.

In exchange for Marks funding the addition to the Raymonds’ home, the Raymonds

agreed that Marks could live with them after the addition was completed and that Deborah

would take care of Marks due to his failing mental and physical health.

{¶ 4} The parties also stipulated that Marks and Deborah opened a joint checking

account so that Deborah could pay Marks’ bills, including the bills for the construction -3-

project. The parties further stipulated that Deborah never spent any funds from the joint

account in an unauthorized manner. The parties, however, disagreed on the amount of

money that Marks agreed to pay for the construction project. Marks initially claimed that

he only agreed to pay for half the cost of the project, whereas the Raymonds claimed that

Marks agreed to pay for the entire project.

{¶ 5} The parties additionally stipulated that Marks and Deborah got into a heated

argument on August 16, 2018, after Marks wrongly accused Deborah of stealing $35,000

from the joint bank account. There is no dispute that Deborah used the $35,000 to pay

the general contractor who was hired to build the addition onto the Raymonds’ home.

The parties also stipulated that on August 18, 2018, the Raymonds participated in a

recorded speakerphone conversation with Marks, one of Marks’ other daughters,

Kimberly Buckley, and Kimberly’s husband, Pete Buckely (“the Buckleys”), in order to

discuss Marks’ living situation. The parties further stipulated that Marks never moved to

Tennessee and that Marks never told the Raymonds to stop construction on their home

because he would not be moving to Tennessee.

{¶ 6} At trial, Marks called the Buckleys to testify on his behalf. Marks also called

Deborah to testify as if on cross-examination. For the defense, the Raymonds presented

testimony from Deborah, the general contractor who built the addition, Billy Mathis, and

the realtor who listed and sold Marks’ home in Ohio, Sue Piersall. The Raymonds also

called Marks to testify as if on cross-examination. The following is a summary of the

testimony and evidence presented at trial.

{¶ 7} In March 2017, Marks discovered that one of his daughters, Cheryl, had been

improperly taking money out of his bank account while she had been an authorized user. -4-

As a result, Deborah came to Ohio from Tennessee in order to help Marks with his

finances after removing Cheryl from his bank account. On March 15, 2017, Marks

opened a new joint bank account with Deborah’s help and made Deborah an authorized

user. From this joint bank account, Deborah paid Marks’ bills and managed his funds.

{¶ 8} While Deborah was in Ohio helping Marks, she and the Buckleys discussed

Marks’ failing mental and physical health. They also discussed the possibility of Marks

moving to Tennessee to live with Deborah and her family so that Deborah could care for

Marks. Deborah indicated that in order for Marks to move in with her, it would be

necessary to build an addition onto her home.

{¶ 9} Following this discussion, and after returning to Tennessee, Deborah started

getting quotes from contractors for the cost of building an addition onto her home. After

Deborah discussed the matter with Marks, on December 28, 2017, the Raymonds signed

a construction contract with Mathis, who had been hired to build the addition. Marks was

on the phone with the Raymonds at the time the contract was signed. The contract,

which was admitted into evidence, listed the estimated cost of the project as $74,229.

See Def.’s Ex. B. Marks agreed that the contract price would be paid from his money in

the joint bank account that Deborah was authorized to access.

{¶ 10} Prior to the Raymonds’ signing the contract, Marks had the opportunity to

speak with Mathis on the phone and ask questions about the project. At one point, Marks

told Mathis that if the project “is going to cost me 70-something-thousand dollars, * * * I

just need to know what I’m getting.” Trial Trans., p. 208. At the time the contract was

signed, and after his conversation with Marks, Mathis understood that the addition was

being built for Marks and that Marks would be paying for the project. Mathis also -5-

understood that Deborah would be handling the day-to-day needs for the project and

would be making the periodic payments.

{¶ 11} Once the contract was signed, construction of the addition began in March

2018. The parties understood that once the addition was completed, Marks would move

to Tennessee to live with the Raymonds. In the meantime, Marks would be in Ohio

working with a realtor, Piersall, to sell his home in Huber Heights. Piersall also helped

Marks sell some of his personal property in order to downsize for the move to Tennessee.

{¶ 12} On May 24, 2018, Marks drove from Ohio to Tennessee and stayed with

the Raymonds for several days. During this time, Marks observed the progress on the

construction project and spoke with multiple construction workers. Marks also brought

down some of his personal property that he wanted to have with him once he moved in

with the Raymonds. While visiting, Marks expressed no dismay about the construction

project.

{¶ 13} On July 23, 2018, Marks made a second trip to Tennessee and brought

more of his property with him. The following day, Marks tripped on a broken floorboard

in the Raymonds’ kitchen and angrily said “this goddamned place has been a [sic] disarray

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2021 Ohio 3375, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marks-v-raymond-ohioctapp-2021.