Rodgers v. Pahoundis

897 N.E.2d 680, 178 Ohio App. 3d 229, 2008 Ohio 4468
CourtOhio Court of Appeals
DecidedSeptember 2, 2008
DocketNo. 07 CA 0007.
StatusPublished
Cited by6 cases

This text of 897 N.E.2d 680 (Rodgers v. Pahoundis) 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
Rodgers v. Pahoundis, 897 N.E.2d 680, 178 Ohio App. 3d 229, 2008 Ohio 4468 (Ohio Ct. App. 2008).

Opinion

Edwards, Judge.

{¶ 1} This matter is on appeal from the trial court’s judgment in favor of appellees, George Pahoundis Sr. and the Pahoundis Family Trust, and against appellant, Cynthia Rodgers, as the administrator of the estate of John Pahoundis Sr. In the judgment on appeal, the trial court denied appellant’s action seeking an order that an 80-acre tract of farmland was rightfully a part of the estate of John Pahoundis Sr., pursuant to the existence of either a resulting or a constructive trust and/or adverse possession.

STATEMENT OF FACTS AND CASE

{¶ 2} The parties involved in this action, their relationships, and the matters in dispute are as follows: appellant, Cynthia Rodgers (“Rodgers”) is the daughter of John Pahoundis Sr. and the administrator of his estate. John Pahoundis Sr. (“John Sr.”) died intestate on July 24, 2003. Appellee George Pahoundis Sr. (“George Sr.”) is the brother of John Sr., deceased. Appellee the Pahoundis Family Trust, with George Sr. and Mary Pahoundis (husband and wife) as trustees, is the holder of an 80-acre tract of farmland that is the property in dispute.

*235 {¶ 3} George Sr. holds the duly recorded deed to the 80 acres of property, a.k.a. the 80-acre farm. John Sr., his wife, his children, and his children’s families lived on the 80-acre farm from approximately 1979 until 2004, when they were evicted from the property by George Sr. The history of the case is as follows:

{¶ 4} John Sr. died intestate on July 24, 2003. After the death of John Sr., Rodgers opened an estate for her father in the Coshocton County Probate Court. In her capacity as administrator of the estate, she asked George Sr. to transfer the 80-acre farm to John Sr.’s estate. In response, George Sr. refused to transfer the 80-acre farm to the estate.

{¶ 5} Thereafter, on August 20, 2003, George and Mary Pahoundis conveyed the 80-acre farm into the Pahoundis Family Trust by quit-claim deed, with George Sr. and Mary as trustees.

{¶ 6} On October 13, 2004, George Sr. filed a forcible-entry-and-detainer action in Coshocton Municipal Court, seeking to remove John Sr.’s family from the 80-acre farm. On November 2, 2004, the Coshocton Municipal Court issued a writ of restitution in favor of George Sr. and against John Sr.’s family.

{¶ 7} On November 2, 2004, Rodgers, by and through attorneys Samuel Elliot and Craig Eoff, filed an action in the Coshocton County Probate Court against George Sr. and the Pahoundis Family Trust for declaratory judgment, unjust enrichment, constructive trust, resulting trust, breach of fiduciary duty, and adverse possession. 1

{¶ 8} In the probate complaint, Rodgers stated that on January 15, 1970, John Sr. and Betty Pahoundis purchased the 80-acre farm for $8,500. Thereafter, on May 4,1977, John Sr. conveyed the 80-acre farm by general warranty deed to his brother George Sr. Rodgers alleged that by oral agreement, George Sr. was to act in a fiduciary capacity and hold the 80-acre farm in trust for the purpose of safeguarding the property for John Sr.’s children until John Sr.’s death. Rodgers also stated that John Sr. and his family had continued to live on the property, maintain the property, and improve the property, thereby establishing adverse possession. Rodgers also claimed that George Sr. had been unjustly enriched by John Sr.’s improvements to the property, including the construction of a steel garage, water wells, and fencing. Finally, Rodgers argued that George Sr. and the Pahoundis Family Trust had received royalties for oil and gas leases on the property that were rightfully part of John Sr.’s estate.

{¶ 9} For these reasons, Rodgers moved the probate court to impose a resulting trust or a constructive trust and to order George Sr. and the Pahoundis *236 Family Trust to transfer the 80-acre farm and oil and gas leases to John Sr.’s estate. In the alternative, Rodgers moved the court to find that John Sr. had acquired the property by adverse possession, thereby making the property and the oil and gas leases assets of John Sr.’s estate.

{¶ 10} On November 30, 2004, George Sr. and the Pahoundis Family Trust filed a joint answer and counterclaim to Rodgers’s probate complaint. In the answer, George Sr. and the Pahoundis Family Trust generally set forth denials to the allegations regarding the creation of a constructive or a resulting trust or adverse possession. In the counterclaim, George Sr. and the Pahoundis Family Trust alleged that the property was conveyed by John Sr. to George Sr. as reimbursement for money that John Sr. had borrowed. George Sr. and the Pahoundis Family Trust argued that John Sr.’s debt had exceeded $8,500 and that the brothers had agreed to exchange the 80-acre farm in exchange for cancellation of the debt. The counterclaim further stated that the brothers had agreed that they would record the value of the conveyed 80-acre farm as being $8,500 so that John Sr. would have to pay only a minimal conveyance fee to the county auditor for the property transfer. George Sr. and the Pahoundis Family Trust alleged that as a result of this agreement, the deed transferring ownership of the 80-acre farm from John Sr. to George Sr. reflects payment to the Coshocton County Auditor of a minimal conveyance fee in the amount of $17, for the transfer of property valued at $8,500.

{¶ 11} On December 28, 2004, Rodgers filed an answer to George Sr. and the Pahoundis Family Trust’s counterclaim.

{¶ 12} On May 11, 2005, George Sr. and the Pahoundis Family Trust filed a motion for summary judgment against Rodgers. On May 18, 2005, by and through her second attorney, John Woodard, Rodgers filed a response to George Sr. and the Pahoundis Family Trust’s motion for summary judgment. On June 1, 2005, the probate court denied Rodgers’s motion for summary judgment.

{¶ 13} On June 6, 2005, the probate court determined that the General Division of the Common Pleas Court of Coshocton County, Ohio, had jurisdiction over the issues alleged in Rodgers’s complaint filed on November 2, 2004. Counsel for both parties agreed with the probate court’s conclusion. Accordingly, by judgment entry, the probate court transferred the matter to the General Division of the Common Pleas Court of Coshocton County, Ohio.

{¶ 14} On June 28, 2006, George Sr. and the Pahoundis Family Trust filed a motion for summary judgment in the general division of the Coshocton County Court of Common Pleas on the same grounds as previously filed in the probate division. On July 11, 2006, new counsel for Rodgers and the estate, Amanda Paar, filed a notice of appearance. Paar had been retained by the appellant solely for the purpose of filing a response to appellees’ motion for summary *237 judgment. On August 6, 2006, after being granted leave of court, Rodgers filed a response to George Sr. and the Pahoundis Family Trust’s motion for summary judgment filed on June 28, 2006.

{¶ 15} On September 18, 2006, Rodgers filed a motion for summary judgment. In support, Rodgers attached her own affidavit. Rodgers argued that the estate was entitled to judgment as a matter of law, because there was no question of fact that John Sr.

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Cite This Page — Counsel Stack

Bluebook (online)
897 N.E.2d 680, 178 Ohio App. 3d 229, 2008 Ohio 4468, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rodgers-v-pahoundis-ohioctapp-2008.