Wilhelm v. Foster, Unpublished Decision (11-2-2004)

2004 Ohio 5928
CourtOhio Court of Appeals
DecidedNovember 2, 2004
DocketCase No. 03 MA 29.
StatusUnpublished
Cited by1 cases

This text of 2004 Ohio 5928 (Wilhelm v. Foster, Unpublished Decision (11-2-2004)) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law.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
Wilhelm v. Foster, Unpublished Decision (11-2-2004), 2004 Ohio 5928 (Ohio Ct. App. 2004).

Opinion

OPINION
{¶ 1} This is an appeal of summary judgment granted to the defendants in a case alleging breach of contract and tortious interference with contract. Appellant Edward Wilhelm claimed that he had entered into a settlement agreement with the estate of his late father, Charles Wilhelm. As part of that settlement, Appellant had an option to purchase the decedent's home located at 4130 Crumb Road, Austintown Township. Appellant had 60 days to pay $38,000 to the estate as the purchase price, if certain conditions were met. Appellant's complaint alleged that the administratrix of the estate, Sheryl Foster, and her attorney, Thomas Schubert ("Appellees"), failed to give assurances to Appellant's prospective mortgage company about the sale. Appellant alleged that Appellees' lack of cooperation caused the mortgage application to be rejected. Appellant contends that he had to secure financing at a much higher rate based on Appellees' actions. Appellees filed a motion for summary judgment demonstrating that Attorney Schubert was not a party to the settlement agreement and that Sheryl Foster had no authority, much less a duty, to give the mortgage company any assurances. The Mahoning County Court of Common Pleas granted summary judgment to Appellees, and based on the record now before us, we agree with the trial court and affirm the judgment.

{¶ 2} Appellant filed his pro se complaint on March 7, 2002. The complaint contained two causes of action. The first claim alleged a breach of the duty to perform contractual obligations in good faith. Appellant did not attach any contract to his complaint as required by Civ.R. 10(D), and the only document in the official record that can be construed as a contract is a settlement agreement that Appellant entered into with Appellee Sheryl Foster on April 10, 2001. Appellant also appears to refer to a real estate purchase agreement, but this document does not appear in the official record. Appellant did attach a copy of the purported purchase agreement to his brief on appeal, but this is not part of the record as defined by the Rules of Appellate Procedure. See App.R. 9.

{¶ 3} The second cause of action was that of tortious interference with contractual relations. Appellant alleged that Appellees interfered with a contract between Appellant and Delta Finance, although there is no such contract in the record.

{¶ 4} Appellees filed a combined motion to dismiss and motion for summary judgment on September 16, 2002. The motion to dismiss alleged that Appellant had failed to state a cognizable claim pursuant to Civ.R. 12(B)(6). Appellees alleged that Appellant entered into a settlement agreement that became effective on April 10, 2001. The settlement agreement was attached to the motion. The settlement agreement was in the form of a hearing transcript that contained the terms of the agreement. Part of the agreement was that Appellant would provide proof that he had applied to a financial institution for a mortgage loan within ten days of April 10, 2001. (4/10/01 Settlement, Section 5.) Appellees alleged that Appellant did not submit proof that he had applied for a loan by April 20, 2001. They alleged that the sale eventually took place after a court hearing. Appellees also asserted that they were never asked for assurances concerning a loan application. Appellees argued that they had no duty to make such assurances, and that Appellant could not point to anything in the April 10, 2001, settlement that required them to make such assurances. Finally, they asserted that the April 10, 2001, agreement contains a release of all claims, whether past, present or future, against Sheryl Foster.

{¶ 5} On November 14, 2002, Appellant filed a response to the motion for summary judgment. In that response he attached a number of affidavits and a copy of the April 10, 2001, settlement. Appellant argued that paragraph eleven of the agreement contained the following covenant to cooperate:

{¶ 6} "Eleven, the parties agree to cooperate in the preparation and filing of inventories, accounts, and all other matters pertaining to the final dispositions of the assets of the estate and the decedent." (4/10/01 Settlement, Section 11.)

{¶ 7} Appellant contends that this covenant implied that Appellees were required to give assurances to his proposed lender. The nature of the assurances that Appellant wanted was spelled out in a letter and a fax from Appellant's former attorney, David J. Gerchak. A letter dated May 30, 2001, requested that Sheryl Foster sign a document stating that "[u]pon payment of $38,000, the Estate of Charles Wilhelm will convey any interest in the title at 4130 Crum Road, Austintown, Ohio, to Edward Wilhelm."

{¶ 8} A fax from Attorney Gerchak dated June 11, 2001, to Attorney Schubert states:

{¶ 9} "I spoke with the mortgage broker and he advised me that all he wants is a statement that the money is going to the estate and that the estate is going to give clear title."

{¶ 10} Attorney Gerchak's affidavit stated that he had several conversations with Attorney Schubert concerning the proposed mortgage, and that Attorney Schubert did not send any assurances as requested. There is no indication that these requests were actually conveyed to Sheryl Foster.

{¶ 11} An affidavit from Richard Ferguson states that he had secured a possible mortgage for Appellant from Delta Finance of California at a rate of 11% per annum, but that Delta Finance required further assurances from the seller. Mr. Ferguson stated that Delta Finance withdrew its loan offer when it did not receive assurances.

{¶ 12} Based on these documents, Appellant contends that summary judgment was not appropriate.

{¶ 13} On December 2, 2002, Appellees filed a responsive supplement to their motion for summary judgment. Appellees argued that Attorney Schubert was not alleged to have been a party to any contract with Appellant, and could not therefore be liable to Appellant for a breach of contract. Appellees argued that Sheryl Foster was not permitted by law to give the assurances that Appellant was requesting, because only the probate court itself could have approved and confirmed the sale of estate property.

{¶ 14} On January 24, 2003, the trial court granted Appellees' motion for summary judgment. On February 21, 2003, Appellant filed this timely appeal. There was a delay in hearing this appeal after it became clear that Appellees had never received a copy of Appellant's brief. Oral argument was rescheduled to allow Appellees sufficient time to submit a responsive brief. At oral argument, Appellant's counsel withdrew all arguments relating to the claim of tortious interference with contract, and relating to any alleged breach of contract by Attorney Schubert. The only issue remaining on appeal concerns the alleged breach of contract by Sheryl Foster.

{¶ 15} Appellant has attempted to enlarge the official record by attaching additional documents to their appellate brief. An appellate court is limited to reviewing the official record that was before the trial court. State v. Saltzer (1984),14 Ohio App.3d 394, 395, 471 N.E.2d 872; App.R. 9. These documents were not presented to the trial court, and will not be considered on appeal.

{¶ 16}

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Braun v. City of Columbus, 07ap-496 (12-31-2007)
2007 Ohio 7148 (Ohio Court of Appeals, 2007)

Cite This Page — Counsel Stack

Bluebook (online)
2004 Ohio 5928, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilhelm-v-foster-unpublished-decision-11-2-2004-ohioctapp-2004.