Opinion

Estate of Brown v. McCall

  • 210 N.E.3d 955
  • 2023 Ohio 780
Court
Ohio Court of Appeals
Filed
Mar 14, 2023
Status
Published
On the bench
Leland
Cited by
4 cases
Authority
More cited than 55.9%

The opinion

[Cite as Estate of Brown v. McCall, 2023-Ohio-780.]

IN THE COURT OF APPEALS OF OHIO

TENTH APPELLATE DISTRICT

Estate of Charles Wesley Brown, III et al., :

Plaintiffs-Appellants, :

No. 22AP-458

v. : (C.P.C. No. 21CV-6572)

Charles McCall et al., : (REGULAR CALENDAR)

Defendants-Appellees. :

D E C I S I O N

Rendered on March 14, 2023

On brief: Joy L. Marshall, for appellants.

On brief: Bentley Law Firm, LLC, and Richard F. Bentley,

for appellee Phillips Funeral Home, Inc.

APPEAL from the Franklin County Court of Common Pleas

LELAND, J.

{¶ 1} Plaintiffs-appellants, Estate of Charles Wesley Brown, III (individually “the

estate”), and Verjeanna Brown (individually “appellant Brown”), appeal from an order of

the Franklin County Court of Common Pleas granting summary judgment in favor of

defendant-appellee, Phillips Funeral Home (“Phillips Funeral Home”), on its counterclaim

for breach of contract.

I. Facts and Procedural History

{¶ 2} On October 15, 2021, appellants filed a complaint, naming as defendants

Charles McCall (individually “McCall”), Bankers Life and Casualty Co. (individually

“Bankers Life”), Charli Stevens, Phillips Funeral Home, Community Hospice, Investors

No. 22AP-458 2

Heritage, Telhio Credit Union, Huntington National Bank (individually “Huntington

National”) and the State of Ohio Bureau of Motor Vehicles (“Ohio BMV”).

{¶ 3} According to the complaint, appellant Brown is the wife and representative

of the deceased, Charles W. Brown, III (“decedent”), and McCall is the son of decedent. The

complaint alleged that, on August 3, 2021, decedent was terminally ill and in the care of a

hospice nurse at his home and McCall removed decedent from the home and caused him

to sign a power of attorney making McCall his agent in fact. It was further alleged that

McCall subsequently used the power of attorney to withdraw money from bank accounts,

and to make himself the beneficiary of decedent’s life insurance policies. On August 8,

2021, decedent died at the home of McCall.

{¶ 4} The complaint asserted causes of action for conversion and fraudulent

conversion against McCall, as well as causes of action for negligence against the various

other named defendants. With respect to appellants’ claim against Phillips Funeral Home,

the complaint alleged that Phillips Funeral Home “had to be employed for funeral services

by the next of kin of the decedent,” and that it “abused the corpse of the decedent by

embalming the decedent without consent of the next of kin.” (Compl. at ¶ 91, 96.)

{¶ 5} On November 12, 2021, Phillips Funeral Home filed an answer to the

complaint, a cross-claim against McCall (for indemnification, common law indemnity and

contribution), and a counterclaim against appellant Brown for breach of contract. The

counterclaim alleged that appellant Brown had “executed a Statement of Funeral Goods

and Services Selected with [Phillips Funeral Home],” in which she “promised to pay for the

goods and services.” (Phillips Funeral Home Counterclaim at ¶ 2.) It was further alleged

that, as a result of appellant Brown’s breach, “she is liable to [Phillips Funeral Home] for

the remaining amount due of $12,007.22 and reasonable attorney fees and court costs.”

(Counterclaim at ¶ 4.)

{¶ 6} On November 19, 2021, Bankers Life filed an answer and a counterclaim

against appellants and McCall. Bankers Life alleged it was holding disputed proceeds with

respect to two life insurance policies, and that it could not determine who (i.e., appellant

Brown or McCall) was rightfully entitled to such proceeds without a determination by the

trial court.

No. 22AP-458 3

{¶ 7} On December 7, 2021, appellants filed a notice of dismissal as to Ohio BMV,

Telhio Credit Union, and Investors Heritage. The trial court subsequently granted a motion

to dismiss filed by Community Hospice for failure of appellants to file an affidavit of merit

pursuant to Civ.R. 10(D)(2).

{¶ 8} On December 7, 2021, McCall filed an answer and counterclaim against

appellant Brown seeking indemnification to the extent he is found liable to the estate or

Phillips Funeral Home. On March 7, 2022, Phillips Funeral Home filed a motion to deem

admitted requests for admissions propounded to appellant Brown. On March 9, 2022,

Phillips Funeral Home filed a renewed motion to deem admitted its requests for

admissions. On April 17, 2022, the trial court granted the (renewed) motion of Phillips

Funeral Home and entered an order deeming the propounded requests admitted by

appellant Brown.

{¶ 9} On May 9, 2022, Phillips Funeral Home filed a motion for summary

judgment against appellants. In its memorandum in support, Phillips Funeral Home

argued it was “hired to provide embalming and funeral services” for decedent as described

in an attached “Statement for Funeral Goods and Services signed by [appellant Brown].”

(Mot. for Summ. Jgmt. at 2.) According to Phillips Funeral Home, appellant Brown

authorized the embalming services, and the funeral services she selected required the body

of decedent be embalmed. Phillips Funeral Home further asserted the trial court’s grant of

its motion to deem matters admitted included admissions that the document attached (as

exhibit A) was an authentic copy of the statement for services.

{¶ 10} On June 9, 2022, McCall filed a motion for summary judgment against

appellants. McCall also filed, on June 9, 2022, a motion for default judgment on his

counterclaim against appellant Brown seeking indemnification for any damages to which

Phillips Funeral Home would be entitled for funeral/embalming services. On June 10,

2022, Bankers Life and Huntington Bank filed separate motions for summary judgment

against appellants.

{¶ 11} On June 13, 2022, Phillips Funeral Home filed a reply in support of its motion

for summary judgment. In its accompanying memorandum in support, Phillips Funeral

Home argued it was entitled to judgment on its counterclaim and that “[t]he specific

damage amount will be established by a separate filing because the interest will be

No. 22AP-458 4

calculated as of the date of the judgment.” (Reply in Support of Mot. for Summ. Jgmt. at

2.)

{¶ 12} On June 16, 2022, appellants filed a notice of dismissal of their complaint

pursuant to Civ.R. 41(A). A court “disposition” sheet contained the notation: “Case

Terminated.” On June 23, 2022, the trial court filed a “reactivation entry,” finding the case

was “terminated in error” due to “the pending counterclaims.”

{¶ 13} On June 23, 2022, the trial court filed an order granting the motion for

summary judgment of Phillips Funeral Home on its counterclaim. That entry provided in

part: “Judgment against Plaintiff on Defendant’s Counterclaim is hereby awarded to

Defendant in an amount to be determined separately.” (Order Granting Mot. for Summ.

Jgmt.) On June 30, 2022, Bankers Life filed a motion for default judgment against

appellants on its counterclaim, seeking a declaration that appellants have no claim to the

disputed proceeds. On June 30, 2022, the trial court filed a decision and entry denying

McCall’s motion for default judgment on his counterclaim. On July 25, 2022, appellants

filed a notice of appeal from the trial court’s order of June 23, 2022.

II. Assignments of Error

{¶ 14} On appeal, appellants set forth the following two assignments of error for our

review:

[I.] The Trial Court Erred in Granting Summary Judgment to

the Defendant when the Defendant Put forth Evidence that it

Relied on Authorization Executed by Someone other Than the

Decedent’s Wife to Embalm the Decedent, Thereby Limiting

Depriving the Decedent’s Wife of The Opportunity to Freely

Contract.

[II.] The Trial Court Erred in Granting Summary Judgment

When The Plaintiff Put Forth Evidence that The Contract was

An Unconscionable Adhesion Contract, Wherein Equity

Demands that It Be Unenforceable.

III. Analysis

{¶ 15} Both of appellants’ assignments of error challenge the trial court’s order

granting summary judgment in favor of Phillips Funeral Home on its counterclaim. Before

this court may reach the merits of the assignments of error, we must first address the

threshold jurisdictional issue as to whether we are presented with a final appealable order.

No. 22AP-458 5

In accordance with R.C. 2505.03, the jurisdiction of appellate courts is limited to “the

review of final orders, judgments and decrees.” Corbitt v. State Farm Mut. Auto. Ins. Co.,

10th Dist. No. 03AP-897, 2004-Ohio-1011, ¶ 5. Neither party has specifically raised the

issue of whether the trial court’s order of June 23, 2022 is a final appealable order.

However, “it is well-settled that an appellate court may raise jurisdictional questions sua

sponte and must dismiss an appeal that is not taken from a final appealable order.” Wray

v. Ice House Ventures, L.L.C., 10th Dist. No. 19AP-459, 2020-Ohio-6935, ¶ 9, citing

Riverside v. State, 190 Ohio App.3d 765, 2010-Ohio-5868, ¶ 8 (1oth Dist.).

{¶ 16} An order of a trial court “is final and appealable if it meets the requirements

of R.C. 2505.02 and, if applicable, Civ.R. 54(B).” Nationwide Mut. Fire Ins. Co. v. M.B.

Roofing Sys., Inc., 10th Dist. No. 12AP-44, 2012-Ohio-6195, ¶ 7, citing Eng. Excellence, Inc.

v. Northland Assocs., L.L.C., 10th Dist. No. 10AP-402, 2010-Ohio-6535, ¶ 10. Appellate

courts therefore “use a two-step analysis to determine whether an order is final and

appealable.” Id. The first step requires the court to determine “if the order is final within

the requirements of R.C. 2505.02.” Second, the reviewing court “determines whether

Civ.R. 54(B) applies and, if so, whether the order being appealed contains a certification

that there is no just reason for delay.” Id. Civ.R. 54(B) “is relevant only if the trial court’s

order first qualifies as a final order under R.C. 2505.02.” Eng. Excellence at ¶ 11. See also

Gen. Acc. Ins. Co. v. Ins. Co. of N. Am., 44 Ohio St.3d 17, 21 (1989) (noting that only “[i]f

the court finds that the order complies with R.C. 2505.02 and is in fact final” must the court

then “take a second step to decide if Civ.R. 54(B) language is required”).

{¶ 17} Because a reviewing court “only has jurisdiction to review final orders, * * *

where a judgment does not meet the requirements of R.C. 2505.02 and Civ.R. 54(B), the

appeal must be dismissed.” Newcomer v. Nationwide Ins. Ent., 10th Dist. No. 02AP-873,

2003-Ohio-960, ¶ 11. The provisions of R.C. 2505.02(B) specify “what kinds of orders,

judgments and decrees are final appealable orders.” Corbitt at ¶ 5. Under R.C.

2505.02(B)(1), an order is a final order if it “affects a substantial right in an action that in

effect determines the action and prevents a judgment.”

{¶ 18} In general, “orders determining liability * * * but deferring the issue of

damages are not final appealable orders because they do not determine the action or

prevent a judgment.” Newcomer at ¶ 12, citing State ex rel. White v. Cuyahoga Metro.

No. 22AP-458 6

Hous. Auth., 79 Ohio St.3d 543, 546 (1997). See also Noble v. Colwell, 44 Ohio St.3d 92,

96 (1989) (“As a general rule, even where the issue of liability has been determined, but a

factual adjudication of relief is unresolved, the finding of liability is not a final appealable

order * * *.”). Further, “ ‘judgments that determine liability, but defer the issues of damages

for later determination, are not final appealable orders * * * because damages are part of a

claim for relief.’ “ Reida v. Thermal Seal, Inc., 10th Dist. No. 01AP-354 (Nov. 29, 2001),

quoting McKee v. Inabnitt, 4th Dist. No. 01CA711 (Sept. 26, 2001). See also Miller v. First

Internatl. Fid. & Trust Bldg., Ltd., 165 Ohio App.3d 281, 2006-Ohio-187, ¶ 25 (6th Dist.)

(“A determination of liability without a determination of damages is not a final appealable

order because damages are part of a claim for relief, rather than a separate claim in and of

themselves.”).

{¶ 19} As noted under the facts, the counterclaim of Phillips Funeral Home against

appellant Brown for breach of contract sought damages for the remaining amount due on

an unpaid funeral bill, as well as “reasonable attorney fees and court costs.” (Counterclaim

at ¶ 4.) While the trial court’s order from which appellants filed their notice of appeal grants

summary judgment in favor of Phillips Funeral Home on its counterclaim, the court’s order

left the “amount [of the award] to be determined separately.” (Order Granting Mot. for

Summ. Jgmt.)

{¶ 20} Here, while the order appealed from determines liability, it does not resolve

the issue of damages (i.e., it does not determine the entire claim for relief), and therefore

such order is not final and appealable. Corbitt at ¶ 7 (dismissing appeal for lack of final

appealable order as “appellants’ breach of contract claim is not completely adjudicated

because the trial court has yet to determine the amount of * * * damages”). See also Jenkins

v. Nelson Frame & Axle Serv., Inc., 10th Dist. No. 77AP-915 (Mar. 23, 1978) (concluding

that appeal “is not taken from a final appealable order since only the issue of liability has

been determined, but the cause is still pending in the trial court upon the issue of damages,

and no judgment can be entered upon the * * * claim * * * until both issues are

determined”); Chilli Assocs. Ltd. v. Denti Restaurants, Inc., 4th Dist. No. 21CA3743, 2022-

Ohio-848, ¶ 33 (trial court’s grant of summary judgment on breach of contract claims,

deferring for later adjudication the amount of damages for costs, expenses, and attorney

fees, “did not fully resolve any” breach of contract claim).

No. 22AP-458 7

IV. Conclusion

{¶ 21} Accordingly, because appellants have not appealed from a final order of the

trial court, we lack jurisdiction to consider the merits of this appeal. See Reida (“In the

absence of a final appealable order, this court lacks jurisdiction to review the assigned

errors.”). Based upon the foregoing, this appeal is sua sponte dismissed for lack of a final

appealable order.

Appeal dismissed.

DORRIAN and BOGGS, JJ., concur.

______________

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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