Morton v. Murray
Morton v. Murray
Opinion
[Cite as Morton v. Murray,
2018-Ohio-5178.]
Court of Appeals of Ohio EIGHTH APPELLATE DISTRICT COUNTY OF CUYAHOGA
JOURNAL ENTRY AND OPINION No. 106759
J. ALEX MORTON
PLAINTIFF-APPELLANT
vs.
W. CHRISTOPHER MURRAY, II, ET AL.
DEFENDANTS-APPELLEES
JUDGMENT: AFFIRMED
Civil Appeal from the Cleveland Heights Municipal Court Case No. CVF 1600571
BEFORE: Stewart, J., Kilbane, P.J., and McCormack, J.
RELEASED AND JOURNALIZED: December 20, 2018 FOR APPELLANT
J. Alex Morton, pro se 5247 Wilson Mills Road, Suite 334 Richmond Heights, OH 44143
ATTORNEYS FOR APPELLEES
Michael C. O’Malley Cuyahoga County Prosecutor
Mark R. Greenfield Assistant County Prosecutor Justice Center, 9th Floor 1200 Ontario Street Cleveland, OH 44113
John M. McCarty 14805 Detroit Avenue, Suite 500-3 Lakewood, OH 44107 MELODY J. STEWART, J.:
{¶1} Plaintiff-appellant J. Alex Morton claimed that his legal work before the board of
revision led to a reduction of real estate taxes for property owned by Nancy and Thomas Ross.
The Rosses, however, had been delinquent in paying property taxes at the rate applicable before
the reassessment, so Cuyahoga County Treasurer W. Christopher Murray obtained a tax lien on
their property and then sold the tax lien to Lakeview Holding, L.L.C. Morton brought this suit
against both the treasurer and Lakeview for unjust enrichment, seeking to recover his attorney fee
from the “fund of money” created from the Rosses’ property tax reduction.
{¶2} The court granted summary judgment to the treasurer because the treasurer could
only credit tax overpayment to the person who overpaid the taxes, and Morton stipulated that he
never paid any tax on the property. The court denied Morton’s motion for summary judgment
against Lakeview and conducted a trial on the unjust enrichment claims. It then granted
judgment to Lakeview because Morton did not work for Lakeview and did not confer a benefit
upon it. The court also found that, with respect to Morton’s work in obtaining a reassessment on
the property, he did not have any agreement to provide the Rosses with legal services. Morton
appeals.
I. Summary Judgment Against the Treasurer
{¶3} Morton’s first assignment of error complains that the court erred by granting
summary judgment to the treasurer. He maintains that the court ignored the fact that his claims
against the treasurer were not based upon quasi-contract, but based on the fact that the treasurer
was in possession of overpaid taxes on the property, making the treasurer a person needed for
just adjudication of his unjust enrichment claim against Lakeview. {¶4} Contrary to Morton’s assertions, his first amended complaint states a claim of unjust
enrichment against the treasurer — he styled the complaint as “First Amended Complaint for
Unjust Enrichment.” He also alleged that the treasurer was in possession of approximately
$12,000 that had been “created due to the legal services of Morton,” that the treasurer “has no
legal right to the entire Fund; and has refused Morton’s request to distribute the portion of such
Fund to Morton in an amount equal to the reasonable attorney’s [sic] fees of Morton for legal
services rendered to create such Fund.” Morton alleged that his legal services had created a fund
of money that benefitted some persons, “however the Treasurer is not one of such persons.” The
amended complaint then lists the elements of unjust enrichment and that, because those elements
of unjust enrichment existed, Morton was entitled to recover his legal fee “under the theory of
quantum meruit.” {¶5} Putting aside Morton’s misapprehension that quantum meruit is a form of damages
for unjust enrichment, see United States Health Practices v. Blake, 10th Dist. Franklin No.
00AP-1002,
2001 Ohio App. LEXIS 1291, 5 (Mar. 22, 2001) (although similar claims, quantum
meruit and unjust enrichment differ in the way their damages are calculated), the treasurer argues
that the county is immune from assertions that rely on equity. We agree; the law is clear that a
county, like a municipality, cannot be held liable for unjust enrichment.1 See NaphCare, Inc. v.
Cty. Council of Summit Cty. Ohio, 9th District Summit No. 24906,
2010-Ohio-4458, ¶ 23. See
also Alpha Plaza Invests., Ltd. v. Cleveland, 8th Dist. Cuyahoga No. 105419,
2018-Ohio-486, ¶ 6(equitable claims of promissory estoppel, unjust enrichment, and quantum meruit are not
actionable against a municipality). Morton did not further amend his complaint to assert any
other claim against the treasurer, so he is confined to the unjust enrichment claim he raised in his
complaint. His complaint cannot be enlarged absent additional amendment. See Flower v.
Brunswick City School Dist. Bd. of Edn.,
2015-Ohio-2620,
34 N.E.3d 973, ¶ 35 (9th Dist.)
(appellate review limited by “narrow way” in which plaintiff framed a complaint).
1 Even though the county treasurer is an individual, he acts as the county’s representative and was sued in his official capacity, so an action naming the treasurer is akin to suing the county. {¶6} Even if the treasurer could be held liable for unjust enrichment, the court did not err
by finding that Morton had no right to any overpayment of real estate taxes because the credit for
overpayment belongs to the person who made the payment. See R.C. 5715.22 (“If after such
credit has been made, there remains any balance of such overpayment, or if there are no taxes,
assessments, or charges due from such person, upon application of the person overpaying such
taxes the auditor shall forthwith draw a warrant on the county treasurer in favor of the person
who has made such overpayment for the amount of such balance.”). Morton stipulated that he
“has not made a payment to the Defendant Treasurer of/for the real estate taxes” pertaining to the
subject property. As a matter of law, that stipulation bars his claim that he had any right to an
overpayment of real estate taxes. The court did not err by granting summary judgment to the
treasurer. See Civ.R. 56(C).
II. Judgment in Favor of Lakeview
{¶7} Morton next argues that the court erred by finding that Lakeview was not unjustly
enriched by his legal services and entering judgment against him.2 He claims, alternatively, that
the court erred by refusing to grant his motion for a directed verdict at the close of his opening
statement and that the court erred by rendering final judgment for Lakeview after all of the
evidence had been heard.
2 Morton also argues that the court erred by refusing to grant his motion for summary judgment against Lakeview, but that motion was rendered moot by the subsequent judgment, issued after a trial, in favor of Lakeview. Continental Ins. Co. v. Whittington,
71 Ohio St.3d 150,
642 N.E.2d 615(1994), syllabus (“Any error by a trial court in denying a motion for summary judgment is rendered moot or harmless if a subsequent trial on the same issues raised in the motion demonstrates that there were genuine issues of material fact supporting a judgment in favor of the party against whom the motion was made”). {¶8} “A motion for a directed verdict may be on the opening statement of the
opponent[.]” Civ.R. 50(A)(1). Similar to a Civ.R. 56 motion for summary judgment, a motion
for a directed verdict can only be granted if, after construing the evidence most favorably to the
nonmoving party, reasonable minds could come to but one conclusion upon the evidence
submitted. See Civ.R. 50(A)(4). Obviously, a motion for a directed verdict made at the close
of an opponent’s opening statement will not include any evidence because opening statements of
counsel are not considered evidence. L&N Partnership v. Lakeside Forest Assn.,
183 Ohio App.3d 125,
2009-Ohio-2987,
916 N.E.2d 500, ¶ 38(10th Dist.). “Only if the opening
statement shows that a party is completely unable to sustain a cause of action should the court
take the case away from the jury by directing a verdict.” Parrish v. Jones,
138 Ohio St.3d 23,
2013-Ohio-5224,
3 N.E.3d 155, ¶ 32. The court should “‘exercise great caution’” when
deciding to grant a motion for a directed verdict on the opening statement of counsel.
Id.,at
paragraph one of the syllabus, quoting Brinkmoeller v. Wilson,
41 Ohio St.2d 223,
325 N.E.2d 233(1975), syllabus.
{¶9} Morton claimed that he was entitled to a directed verdict after opening statements
(Lakeview told the court that it had “no intent to present today” and did not make an opening
statement) because he believed he had established a prima facie case for liability in his motion
for summary judgment, especially since Lakeview did not oppose his motion for summary
judgment. He told the court that “I think I’m entitled to a directed verdict, at this point, based on
all of the evidence presented on the Motion for Summary Judgment.” {¶10} Although no evidence will have been presented during opening statements, a trial
judge may, but does not have to, consider the pleadings when ruling on a motion for a directed
verdict made after opening statements. Parrish at paragraph two of the syllabus. A motion for
summary judgment is not a pleading. See Civ.R. 7(A); Premium Bev. Supply, Ltd. v. TBK Prod.
Works, Inc., 10th Dist. Franklin No. 15AP-495,
2016-Ohio-174, ¶ 12. The trial court could not
consider Morton’s motion for summary judgment when ruling on the motion for a directed
verdict. It follows that there was no basis whatsoever for Morton’s motion for a directed verdict
made at the close of opening statement and the court did not err by denying it and continuing
with the trial.
{¶11} Finally, we find no error in the court’s decision to grant judgment to Lakeview
because Morton had no viable claim of unjust enrichment. The court found as a matter of fact
that “the taxes for ‘The Property’ were not paid by the property owners (the Rosses) or by anyone
else for tax year 2011.” As with the claims against the treasurer, any overpayment of taxes must
be credited to the person who made the overpayment. Morton did not make any payment on the
taxes, so he had no right to collect any overpayment. In addition, Morton acknowledged in
cross-examination that “[i]f [the Rosses] have not paid the taxes, then I would have to get [his
attorney fee] from them.” {¶12} The court identified a second basis for granting judgment to Lakeview — that
Morton had no equitable right to claim against the overpayment in order to recoup his legal fee
because he failed to establish that he had any attorney-client relationship with the Rosses.
Although Morton and the treasurer stipulated that “the Rosses retained Plaintiff as legal counsel
for the purpose of filing a tax valuation complaint * * *,” Lakeview did not join that stipulation
and was not bound by it. And Morton’s trial testimony contradicted his assertion that he had
been retained by the Rosses — when asked if had a retainer agreement with the Rosses, Morton
replied, “No, I didn’t.” He claimed that he dealt with the Rosses through a third person who
“said he was their property manager.” Morton stated that he and the property manager had “an
agreement” and conceded that he never had a conversation with the Rosses in which they agreed
to Morton’s representation. By conceding that he had not been retained by the Rosses, Morton
failed to show the existence of an attorney-client relationship that would entitle him to make an
equitable claim for his unpaid attorney fee.
{¶13} Judgment affirmed.
It is ordered that appellees recover of appellant costs herein taxed.
The court finds there were reasonable grounds for this appeal.
It is ordered that a special mandate issue out of this court directing the Cleveland Heights
Municipal Court to carry this judgment into execution.
A certified copy of this entry shall constitute the mandate pursuant to Rule 27 of the
Rules of Appellate Procedure.
______________________________________________ MELODY J. STEWART, JUDGE MARY EILEEN KILBANE, P.J., and TIM McCORMACK, J., CONCUR
Reference
- Cited By
- 4 cases
- Status
- Published
- Syllabus
- Unjust enrichment R.C. 5715.22 overpayment of taxes directed verdict opening statement. Attorney could not seek reimbursement of unpaid legal fee against a client's overpayment of property taxes on a theory of unjust enrichment because R.C. 5715.22 provides that only the person who made the overpayment is entitled to the refund. Attorney had no claim of unjust enrichment against the purchaser of a tax lien because no taxes had been paid for the tax year in question that generated an overpayment and because the attorney failed to show that he and the persons who allegedly made the tax overpayment had an attorney-client relationship.