Roe v. Shutway

Ohio Court of Appeals·Decided July 24, 2026·No. 26 BE 0001·Published

Opinion

[Cite as Roe v Shutway, 2026-Ohio-2891.]

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

CAROL S. ROE ET AL.,

Plaintiffs-Appellants,

v.

SAMUEL E. SHUTWAY ET AL.,

Defendants-Appellees.

OPINION AND JUDGMENT ENTRY Case No. 26 BE 0001

Civil Appeal from the Court of Common Pleas of Belmont County, Ohio Case No. 25 CV 49

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

JUDGMENT: Affirmed.

Atty. Timothy B. Pettorini, Atty. Michelle F. Noureddine, and Atty. Jeremy D. Martin, Roetzel & Andress, LPA, Plaintiffs-Appellants and

Atty. Christopher W. Rogers and Atty. Kevin L. Colosimo, FBT Gibbons, LLP, for Defendant-Appellee, Ascent Resources-Utica, LLC and

Atty. Charles L. Kidder and Atty. Charles P. Campisano, Kidder Law Firm, LLC, for Defendants-Appellees, Samuel E. Shutway and Karen L. Shutway and

Atty. Aaron M. Bruggeman and Atty. Craig E. Sweeney, Taft, Stettinius & Hollister, LLC, for Defendant-Appellee, Gulfport Appalachia, LLP. –2–

Dated: July 24, 2026

HANNI, J.

{¶1} Plaintiffs-Appellants, Carol Sue Roe, Mary Klayko, Bruce Mercer, Carl Jackowski, and Randall Mercer (collectively Heirs) appeal from a Belmont County Common Pleas Court order granting a motion for judgment on the pleadings filed by Defendants-Appellees, Samuel E. Shutway, Karen Shutway (collectively Shutways), Gulfport Appalachia, LLC (Gulfport) and Ascent Resources-Utica, LLC (ARU) (collectively Appellees). The trial court interpreted the language of a deed granting the Shutways “a joint life estate, remainder to the survivor of them,” to unambiguously convey a fee simple estate with rights of survivorship and not just a life estate. {¶2} Heirs assert an ownership interest in the property, contending the original grantors, Edward and Betty Shutway (Grantors), conveyed only concurrent life estates to the Shutways and thus Heirs own Grantors’ property through inheritance. They contend the deed fails to use required statutory survivorship language and its language is different than that used in a case relied on by the trial court. {¶3} For the following reasons, we affirm the trial court’s granting of Appellees’ motion for judgment on the pleadings. The plain language of the deed clearly and unambiguously shows they intended to convey more than life estates in the Shutways. The conveyance language included words such as “grant,” and “remainder to the survivor of them,” which indicate a fee simple conveyance of property rather than life estates. The Grantors’ use of life estate language in another part of the deed also demonstrates their intention to convey fee simple to the Shutways.

A. RELEVANT FACTS/CONVEYANCES

{¶4} On October 22, 1998, Grantors executed a general warranty deed (Deed) conveying 766.09 acres of real estate (the Property) to the Shutways, their son and daughter-in-law. The Shutways executed a promissory note, evidenced by a corresponding mortgage, to the Grantors in the amount of $150,000. The mortgage and deed were recorded in Belmont County Deed Records. {¶5} The Deed contains the following relevant language:

Case No. 26 BE 0001 –3–

Edward and Betty Shutway, husband and wife, of Belmont County, State of Ohio, for valuable consideration paid, grant, with general warranty covenants, to SAMUEL E. SHUTWAY and KAREN L. SHUTWAY, husband and wife, a joint life estate, remainder to the survivor of them, whose tax mailing address is . . .

(emphasis added). {¶6} Grantors died in 2000 and 2008, respectively. The Shutways conveyed part of the Property to Garry and Mindy White. This conveyance was recorded in Belmont County Deed Records. The Shutways also entered into an oil and gas lease with ARU in August 2022 and entered into three oil and gas leases with Gulfport in November 2022 through February 2024. {¶7} On February 27, 2025, Heirs filed a complaint against Appellees in the Belmont County Common Pleas Court. They alleged Grantors’ Deed conveyed only life estates to the Shutways and thus Grantors retained the remainder interest in the Property, with Heirs inheriting the remainder upon Grantors’ deaths. {¶8} Heirs requested a declaratory judgment that Grantors granted only life estates to the Shutways in the Property, Grantors retained a remainder interest, and Heirs inherited the Property in equal one-sixth shares when both Grantors died. Heirs also requested a permanent injunction to quiet title to them and against the Shutways, their successors and assigns. They further alleged waste and forfeiture of the life estate because the Shutways leased the oil and gas underlying the Property without the consent of Grantors and Heirs. Heirs also requested damages. {¶9} On April 2, 2025, the Shutways filed an answer with affirmative defenses. They also filed a counterclaim requesting declaratory judgment that they are the sole owners of the Property and Heirs have no existing legal right, title, or interest in the Property. They further asserted counterclaims to quiet title and for frivolous conduct. {¶10} Gulfport answered Heirs’ complaint and asserted counterclaims similar to the Shutways on April 18, 2025. ARU filed the same. {¶11} On May 15, 2025, Heirs filed a combined motion to dismiss the counts in Gulfport and ARU’s counterclaims for frivolous conduct. The court overruled the Heirs’ motion to dismiss. The Heirs thereafter responded to the counterclaims.

Case No. 26 BE 0001 –4–

{¶12} On September 18, 2025, Appellees filed a joint motion for judgment on the pleadings under Civ.R. 12(C). Appellants responded, and filed their own motion for judgment on the pleadings and a motion to strike with a request for sanctions. {¶13} On October 28, 2025, the trial court held a hearing on the motions and granted Appellees’ motion for judgment on the pleadings and overruled Heirs’ motion for judgment on the pleadings and motion to strike. The court found the Deed’s language was clear and unambiguous in conveying a full survivorship estate in fee simple to the Shutways. {¶14} On December 2, 2025, the court issued a judgment entry granting Appellees’ motion for judgment on the pleadings for its declaratory judgment and quiet title actions. The court noted only the frivolous conduct counterclaims remained to be litigated.

B. ASSIGNMENT OF ERROR

{¶15} On January 2, 2026, Appellants filed a notice of appeal. The remaining claims were stayed upon agreement of the parties. Heirs assert the following sole assignment of error with subparts:

THE TRIAL COURT ERRED IN GRANTING APPELLEES’ MOTION FOR JUDGMENT ON THE PLEADINGS.

{¶16} Heirs contend the trial court erroneously held that the Deed language created a fee simple survivorship estate in the Shutways. They assert the Deed’s language was not verbatim to the statutory survivorship form in R.C. 5302.20(A). They maintain Grantors intended to convey a limited estate by using the words “life estate,” as Ohio law presumes that a deed conveys the entire estate unless it clearly appears the grantor intended to convey lesser. {¶17} Heirs also assert the trial court mistakenly relied on Brannan v. Easter, 2012-Ohio-2045 (4th Dist.), because that case supports their position. They note the deed in Brannan included the phrase “in fee simple,” while the Deed in this case does not. Heirs maintain that the Brannan Court found that the phrase “in fee simple” made it clear the grantors were conveying more than a life estate. Heirs reason that without those

Case No. 26 BE 0001 –5–

words, the Deed’s remainder language in the instant case conveys no more than a life estate. {¶18} Heirs additionally argue the trial court erred by holding that the Deed’s phrase “remainder to the survivor of them” created a fee simple survivorship estate.

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