Morris v. Robert S. Donoho Credit Shelter Trust

2024 Ohio 5426
CourtOhio Court of Appeals
DecidedNovember 15, 2024
DocketCT2024-0031
StatusPublished

This text of 2024 Ohio 5426 (Morris v. Robert S. Donoho Credit Shelter Trust) 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
Morris v. Robert S. Donoho Credit Shelter Trust, 2024 Ohio 5426 (Ohio Ct. App. 2024).

Opinion

[Cite as Morris v. Robert S. Donoho Credit Shelter Trust, 2024-Ohio-5426.]

COURT OF APPEALS MUSKINGUM COUNTY, OHIO FIFTH APPELLATE DISTRICT

CRAIG MORRIS, : JUDGES: : Hon. Patricia A. Delaney, P.J. Plaintiff - Appellant : Hon. William B. Hoffman, J. : Hon. Craig R. Baldwin, J. -vs- : : ROBERT S. DONOHO CREDIT : Case No. CT2024-0031 SHELTER TRUST., : : Defendant - Appellee : OPINION

CHARACTER OF PROCEEDING: Appeal from the Muskingum County Court of Common Pleas, Case No. CC2020-0192

JUDGMENT: Affirmed

DATE OF JUDGMENT: November 15, 2024

APPEARANCES:

For Plaintiff-Appellant For Defendant-Appellee

DANIEL N. ABRAHAM CHRISTINE M. DURANEY Colley Shroyer & Abraham Co., LPA 250 W. Old Wilson Bridge Road, Ste. 263 536 South High Street Worthington, Ohio 43085 Columbus, Ohio 43215 Muskingum County, Case No. CT2024-0031 2

Baldwin, J.

{¶1} Appellant Craig Morris appeals the trial court’s decision granting summary

judgment to appellee, the Robert S. Donoho Credit Shelter Trust.

STATEMENT OF THE FACTS AND THE CASE

{¶2} Appellee the Robert S. Donoho Credit Shelter Trust is the owner of a cattle

farm (“Farm”). Mr. Donoho asked Herman Keel to run the Farm, which he did for many

years. Keel initially baled hay and was paid one-third of the proceeds from its sale. In

addition, Keel received a portion of the proceeds from the sale of cattle, which he sold on

behalf of the Farm at the end of each season. He performed additional work for the Farm

as well, for which he billed the Donohos and was paid by check.

{¶3} Following Mr. Donoho’s death, Mrs. Donoho increasingly relied upon Keel

to run the day-to-day operations of the Farm. Mrs. Donoho testified during deposition that

she assumed Keel would do whatever was necessary to run the farm, and that she relied

upon him to make decisions about the operations of the farm. She testified that, for

example, if Keel needed to purchase something for the Farm he would call and tell her

what was needed, and she would approve the purchase. Keel would pay for the purchase,

and he would send her a bill so he could be reimbursed.

{¶4} On the evening of July 23, 2018, Keel asked the appellant if he was

available the next day to help at the Farm with loading cattle. Bryan Vineyard (“Vineyard”)

was a friend of Keel, and owned the trailer into which the cattle were to be loaded.

{¶5} Keel built a system to load the cattle utilizing wooden fencing and pipe gates

to guide the cattle into the trailer. The wooden fence portion of the loading chute, which

took several days to construct, was set up by Keel and two others. The loading chute Muskingum County, Case No. CT2024-0031 3

consisted of the wooden fence and two pipe gates that were used to guide the cattle into

the trailer. The loading chute into which the cattle were being loaded was owned by the

appellee. The supplies that were used to construct the loading chute were purchased by

Keel, who was then reimbursed for the cost by Mrs. Donoho.

{¶6} Keel stood behind the door and waited for Vineyard and the appellant to

“run” the cattle “in,” after which he was going to shut the back door and then open the

middle door and separate the cattle in the trailer to balance out the weight.

{¶7} The appellant and Vineyard walked down to where the cattle were located

in order to herd them around a pond and into the trailer. The entire area was quite muddy

due to rain the day and night before. The appellant and Vineyard herded the cattle

counterclockwise around the pond, along the wooden fence and toward the loading chute

to the stock trailer. The cattle did not, however, go into the trailer. The appellant, who had

turned his back on the cattle to walk away, heard Vineyard yelling to him that “they’re

coming at you.” When the appellant looked up, he saw the cattle “running towards him.”

He “took off running towards the trees” closest to him and, when he went over the

embankment, slipped in the mud and landed on a tree stump with his leg “wrapped around

it.” The appellant testified during deposition that he was aware of the embankment.

Vineyard ran to tell Keel that the appellant had broken his leg and called 9-1-1.

{¶8} Keel was responsible for maintaining the Farm for the appellee, and testified

during deposition that when a tree fell on the property he would dig up the stump with a

backhoe or bulldozer. Keel testified that he was not aware of the stump into which the

appellant fell. Mrs. Donoho also testified during deposition that she had no knowledge the

stump into which the appellant fell was present on the premises. Muskingum County, Case No. CT2024-0031 4

{¶9} On July 15, 2020, the appellant filed a complaint naming the Robert S.

Donoho Credit Shelter Trust and John Does #1-10 as defendants, and setting forth claims

of negligence and premises liability. On August 28, 2023, the appellant filed a motion for

partial summary judgment in which he sought a judgment from the trial court finding

liability on the part of the defendants and scheduling the matter for a damages hearing.

The appellant attached to his motion the affidavit of expert witness Bob Kingsbery.

Kingsbery averred that the appellee was negligent because “the lack of a gate in the

crowding pen made it likely the bulls would be able to leave the pen to avoid being loaded

into the trailer.” In addition, Kingsbery averred that a wood rail loading chute, which did

not allow cattle to turn around once they were loaded into it and made it much safer to

load cattle, was built inside the pen after the appellant was injured, and opined that had

the new chute been in place at the time of the incident the appellant would not have been

injured.

{¶10} The appellee filed a memorandum opposing the appellant’s motion for

partial summary judgment on September 27, 2023; it did not file a cross-motion for

summary judgment. The appellee argued that Keel was an independent contractor, not

an employee of the appellee, and that the appellant worked for Keel. The appellee argued

further that Keel devised the plan for loading the cattle, which the appellant did not

question. In addition, the appellee argued that the appellant was aware of the slippery

nature of the ground on which he was working, as he testified that Keel remained at the

door of the trailer in order to shut the door after the cattle were loaded because he was

almost 90 years old, and the appellant and Vineyard “didn’t want Keel walking around in

all of the mud because of how slick it was.” Muskingum County, Case No. CT2024-0031 5

{¶11} The trial court granted summary judgment in favor of the appellee, despite

the fact that it had not filed a cross-motion for summary judgment. The trial court held that

the appellant’s expert witness erroneously stated in his report that the wooden loading

chute was constructed after the appellant’s accident, when in fact the loading system

utilizing the wooden fence and pipe gates was constructed prior to the accident and

utilized on the day of the incident. This, according to the trial court, represented a material

mistake in the expert’s report. The trial court held that because the appellant’s expert

opined that if the new chute been in place at the time of the incident the appellant would

not have been injured, the fact that the chute was in place at the time of the incident

vitiated his opinion on liability.

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Bluebook (online)
2024 Ohio 5426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-robert-s-donoho-credit-shelter-trust-ohioctapp-2024.