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Lyon Revocable Trust v. Berry

2026-06-22

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[Cite as Lyon Revocable Trust v. Berry, 2026-Ohio-2369.]

IN THE COURT OF APPEALS OF OHIO

THIRD APPELLATE DISTRICT

LOGAN COUNTY

RENA LYON REVOCABLE TRUST,

CASE NO. 8-26-02

PLAINTIFF-APPELLANT,

v.

TRENT BERRY, ET AL., OPINION AND

JUDGMENT ENTRY

DEFENDANTS-APPELLEES.

Appeal from Logan County Common Pleas Court

Trial Court No. CV 22 12 0344

Judgment Affirmed

Date of Decision: June 22, 2026

APPEARANCES:

Zebulon N. Wagner and Madyson S. Carothers for Appellant

Kaylee R. Price for Appellees

Case No. 8-26-02

ZIMMERMAN, P.J.

{¶1} Plaintiff-appellant, the Rena Lyon Revocable Trust (“Lyon Trust”),

appeals the January 23, 2026 judgment of the Logan County Court of Common

Pleas granting summary judgment in favor of defendants-appellees, Trent Berry and

Faith Berry (collectively, “the Berrys”). For the reasons that follow, we affirm.

{¶2} This case stems from a dispute regarding the sale of real estate and an

alleged agreement concerning the storage and relocation of Rena Lyon’s (“Lyon”)

personal property. Previously, the trial court dismissed the Lyon Trust’s amended

complaint, and this court reversed the trial court’s judgment and remanded the

matter for further proceedings on February 10, 2025.1 This appeal represents a

progression of the continued litigation between the parties.

{¶3} Following remand, on March 21, 2025, the Berrys filed their answer to

the Lyon Trust’s October 19, 2023 amended complaint, which asserted claims for

fraud, unjust enrichment, conversion, and breach of contract.

{¶4} On September 2, 2025, the Berrys filed a motion for summary

judgment. The Lyon Trust filed a memorandum in opposition to the Berrys’ motion

for summary judgment on September 26, 2025. The Berrys filed their reply on

October 10, 2025. After being granted leave, the Lyon Trust filed an additional

response on October 17, 2025.

1

The underlying facts and procedural history were thoroughly detailed in our previous decision and we will not duplicate those efforts here. See Rena Lyon Revocable Trust v. Berry, 2025-Ohio-425 (3d Dist.).

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{¶5} On January 23, 2026, the trial court granted summary judgment in favor

of the Berrys after determining, through the application of the parol evidence rule,

that the Lyon Trust’s claims for breach of contract and unjust enrichment were

barred because the allegations would improperly vary, contradict, or add to the

terms of the fully integrated residential purchase agreement. Similarly, the trial

court determined that the Lyon Trust’s fraud claim was contradicted by the

residential purchase agreement. Finally, as to the conversion claim, the trial court,

relying on the March 14, 2023 magistrate’s order permitting Lyon to remove her

personal property by May 15, 2023, concluded that the Lyon Trust could not

establish that the Berrys wrongfully exercised dominion over the property.

{¶6} The Lyon Trust filed a notice of appeal on February 19, 2026. It raises

four assignments of error for our review, which we will review together.

First Assignment of Error

The Trial Court Erred By Applying The Parol Evidence Rule To

Appellant’s Claim For Breach Of Contract.

Second Assignment of Error

The Trial Court Erred By Applying The Parol Evidence Rule To

Appellant’s Claim For Unjust Enrichment.

Third Assignment of Error

The trial Court Erred In Finding No Issue Of Material Fact As

To Appellant’s Fraud Claim.

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Fourth Assignment of Error

The Trial Court Erred In Finding No Issue Of Material Fact As

To Appellant’s Conversion Claim.

{¶7} The Lyon Trust’s assignments of error challenge the trial court’s

decision granting the summary judgment in favor of the Berrys. In its first and

second assignments of error, the Lyon Trust contends that the trial court erred by

applying the parol evidence rule to bar its claims for breach of contract and unjust

enrichment. In its third assignment of error, the Lyon Trust argues that summary

judgment as to its fraud claim was improper because the alleged misrepresentations

are not directly contradicted by the residential purchase agreement. Finally, in its

fourth assignment of error, the Lyon Trust argues that a genuine issue of material

fact remains as to the conversion claim since some of the personal property was

allegedly sold or missing at the time Lyon was permitted to retrieve the items.

Standard of Review

{¶8} We review a decision to grant summary judgment de novo. Doe v.

Shaffer, 90 Ohio St.3d 388, 390 (2000). Summary judgment is proper where there

is no genuine issue of material fact, the moving party is entitled to judgment as a

matter of law, and reasonable minds can reach but one conclusion when viewing the

evidence in favor of the non-moving party, and the conclusion is adverse to the nonmoving party. Civ.R. 56(C); State ex rel. Cassels v. Dayton City School Dist. Bd.

of Edn., 69 Ohio St.3d 217, 219 (1994).

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Analysis

{¶9} On appeal, the Lyon Trust argues that summary judgment was

improperly granted in favor of the Berrys becuase (1) the trial court erroneously

applied the parol evidence rule to bar the breach of contract and unjust enrichment

claims because the personal property agreement and the residential purchase

agreement involve completely different subject matters; (2) the trial court

improperly barred the fraud claim because the alleged misrepresentations are not

directly contradicted by a signed writing; (3) a genuine issue of material fact remains

regarding the conversion claim because certain items of personal property were

allegedly sold or missing at the time of retrieval; and (4) the breach of contract and

conversion claims are not mutually exclusive alternative causes of action because

they seek distinct measures of damages.

Breach of Contract/Unjust Enrichment

{¶10} Beginning with its first and second assignments of error, the Lyon

Trust contends that the trial court erred by granting summary judgment in favor of

the Berrys as to its breach of contract and unjust enrichment claims through the

application of the parol evidence rule.

{¶11} “A cause of action for breach of contract requires the claimant to

establish the existence of a contract, the failure without legal excuse of the other

party to perform when performance is due, and damages or loss resulting from the

breach.” Lucarell v. Nationwide Mut. Ins. Co., 2018-Ohio-15, ¶ 41. To establish

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the existence of a valid contract, a plaintiff must demonstrate the essential elements

of an offer, acceptance, contractual capacity, consideration, a manifestation of

mutual assent, and legality of object and of consideration. Kostelnik v. Helper,

2002-Ohio-2985, ¶ 16. “A meeting of the minds as to the essential terms of the

contract is a requirement to enforcing the contract.” Id. These essential terms

include the identity of the parties, the subject matter, the consideration, the quantity,

and the price. Fairfax Homes, Inc. v. Blue Belle, Inc., 2008-Ohio-2400, ¶ 19 (5th

Dist.).

{¶12} Distinct from a breach of contract claim, “[u]njust enrichment is an

equitable doctrine based on a quasi-contract rather than contract law.” Frederick C.

Smith Clinic, Inc. v. Savage, 2013-Ohio-748, ¶ 30 (3d Dist.). “Unjust enrichment

occurs under Ohio law ‘“when a party retains money or benefits which in justice

and equity belong to another.”’” Padula v. Wagner, 2015-Ohio-2374, ¶ 47 (9th

Dist.), quoting Liberty Mut. Ins. Co. v. Indus. Comm. of Ohio, 40 Ohio St.3d 109,

111 (1988), quoting Stan-Clean of Lexington, Inc. v. Stanley Steemer Internatl., Inc.,

2 Ohio App.3d 129, 131 (10th Dist. 1981). To prevail on a claim for unjust

enrichment, a plaintiff must prove (1) a benefit conferred by the plaintiff upon the

defendant, (2) the defendant’s knowledge of the benefit, and (3) the defendant’s

retention of the benefit under circumstances that make it unjust to do so without

payment. Frederick C. Smith Clinic at ¶ 30.

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{¶13} Because the viability of both claims ultimately hinges on the scope

and terms of the parties’ agreements, we must determine the legal boundaries of the

residential purchase agreement. “The parol evidence rule provides that ‘“absent

fraud, mistake or other invalidating cause, the parties’ final written integration of

their agreement may not be varied, contradicted or supplemented by evidence of

prior or contemporaneous oral agreements, or prior written agreements.”’” P.J.

Lindy & Co. v. Savage, 2019-Ohio-736, ¶ 20 (6th Dist.), quoting Galmish v.

Cicchini, 90 Ohio St.3d 22, 27 (2000), quoting 11 Williston on Contracts, § 33:4, at

569-570 (4th Ed. 1999). “‘It is not a rule of evidence or contract interpretation but,

rather, it is “a rule of substantive law which, when applicable, defines the limits of

a contract.”’” Id., quoting Galmish at 27, quoting Charles A. Burton, Inc. v. Durkee,

158 Ohio St. 313 (1952), paragraph one of the syllabus. “The parol evidence rule

protects the integrity, predictability, and enforceability of written contracts by

prohibiting evidence of any purported agreements that are extrinsic to the contract.”

Id. “‘Extrinsic evidence is excluded because it cannot serve to prove what the

agreement was, this being determined as a matter of law to be the writing itself.’”

Id., quoting Galmish at 27.

{¶14} “‘The parol evidence rule derives from the corollary principle of

“contract integration,” which provides that a written contract which appears to be

complete and unambiguous on its face will be presumed to embody the final and

complete expression of the parties’ agreement.’” Hahn v. Farmakis-King, 2026--7-Case No. 8-26-02

Ohio-778, ¶ 26 (11th Dist.), quoting Fontbank, Inc. v. CompuServe, Inc., 138 Ohio

App.3d 801, 808 (10th Dist. 2000). See also Green v. CDO Technologies, 2021-Ohio-1603, ¶ 18 (2d Dist.) (“An ‘integration’ for purposes of the parol evidence rule

‘is “[t]he full expression of the parties’ agreement, so that all earlier agreements are

superseded, the effect being that neither party may later contradict or add to the

contractual terms.”’”), quoting Williams v. Spitzer Autoworld Canton, L.L.C., 2009-Ohio-3554, ¶ 28 (Cupp, J., concurring), quoting Black’s Law Dictionary (9th Ed.

2009).

{¶15} “‘A contract is fully integrated when both parties to the contract adopt

it as a final and complete statement of the terms of their agreement.’” Hahn at ¶ 26,

quoting Miller v. Lindsay-Green, Inc., 2005-Ohio-6366, ¶ 37 (10th Dist.).

Conversely, a contract is only partially integrated when the parties adopt it as the

final expression of just one portion of a larger agreement. Id. “While the parol

evidence rule applies to completely or fully integrated contracts, it does not apply

to partially integrated contracts.” McGonagle v. Somerset Gas Transm. Co., 2011-Ohio-5768, ¶ 19 (10th Dist.). The presumption of full integration is strongest where

a written agreement contains a merger or integration clause expressly indicating that

the agreement constitutes the parties’ complete and final understanding regarding

the subject matter. Fontbank at 808.

{¶16} Based on our review of the record, we conclude that there is no

genuine issue of material fact that the residential purchase agreement is a fully

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integrated contract and that the personal property agreement cannot be used to alter

its terms. See Ginn v. Stonecreek Dental Care, 2015-Ohio-4452, ¶ 28 (12th Dist.).

As we outlined in the previous appeal, the parties executed a residential purchase

agreement on October 28, 2022 for $450,000.00. Except for a John Deere tractor,

the residential purchase agreement did not include the sale of any other personal

property. The residential purchase agreement provides, in its relevant part, that

XII. TIME. Time is of the essence. All understandings between the

Parties are incorporated in this Agreement. The Parties intend its

terms as a final, complete and exclusive expression of their

Agreement with respect to its subject matter and they may not be

contradicted by evidence of any prior agreement or contemporaneous

oral agreement.

XV. ENTIRE AGREEMENT. This agreement with any attached

addendums or disclosures shall supersede any and all other prior

understandings and agreements, either oral or in writing, between the

Parties with respect to the subject matter hereof and shall constitute

the sole and only agreements between the Parties with respect to the

said Property. All prior negotiations and agreements between the

Parties with respect to the Property hereof are merged into this

Agreement. Each Party to this Agreement acknowledges that no

representations, inducements, promises, or agreements, orally or

otherwise, have been made by any Party or by anyone acting on behalf

of any Party, which are not embodied in this Agreement and that any

agreement, statement or promise that is not contained in this

agreement shall not be valid or binding or of any force or effect.

(Emphasis in original.) (Doc. No. 51, Ex. A).

{¶17} Notwithstanding the clear, unambiguous integration clauses in the

executed agreement, the Lyon Trust alleges that, contemporaneously with the

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negotiation for the sale of the residence, the parties also negotiated a separate

agreement regarding Lyon’s personal property. This unexecuted agreement

provided that the Berrys would store Lyon’s personal belongings at the residence

until her new Kentucky residence was completed, and then pack, load, transport,

and unload those belongings.

{¶18} On appeal, the Lyon Trust argues that, because this collateral

agreement is entirely separate from the real estate transaction, the parol evidence

rule does not bar its enforcement. However, the Lyon Trust explicitly undermined

this position in its motion for summary judgment and accompanying affidavit.

Compare Marable v. Michael J. Auto Sales, 2013-Ohio-1750, ¶ 9 (1st Dist.)

(determining that the admission of extrinsic evidence regarding an unwritten

promise violated the parol evidence rule because it directly contradicted the

unambiguous terms of a fully integrated contract). Indeed, these filings negate any

genuine issue of material fact that the residential purchase agreement constitutes the

fully integrated agreement of the parties. Critically, in those filings the Lyon Trust

alleged that the Berrys’ agreement to store and move the personal property was a

material consideration for Lyon’s agreement to sell the home for $450,000. See

Marion Family YMCA v. Hensel, 2008-Ohio-4413, ¶ 7 (3d Dist.) (explaining that a

contractual term is material if it represents an obligation “so fundamental to a

contract that the failure to perform defeats the essential purpose of the contract”).

More specifically, the Lyon Trust asserted that a realtor provided an informal

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valuation of the home at approximately $533,000, and that the $83,000 difference

between this recommended list price and the $450,000 actual sale price represented

the fee for the moving and storage services.

{¶19} By directly tying the valuation, purchase price, and consideration of

the real estate transaction to the unexecuted personal property agreement, the Lyon

Trust inextricably intertwined the two agreements. See, e.g., Olah v. Ganley

Chevrolet, 2010-Ohio-5485, ¶ 17 (8th Dist.) (asserting that, where an extrinsic claim

or impression is inextricably linked to the core representations of a transaction, the

parol evidence rule prohibits the use of such evidence to contradict the final written

contract). In other words, if the storage and transportation of the personal property

served as material consideration for the sale of the real estate, those terms should

have been incorporated into the fully integrated residential purchase agreement. See

Williams v. Spitzer Autoworld Canton, L.L.C., 2009-Ohio-3554, ¶ 30 (Cupp, J.,

concurring) (noting that a collateral agreement cannot survive the parol evidence

rule unless it is an agreement that “would naturally be omitted from the written

instrument”).

{¶20} Allowing the Lyon Trust to enforce a contemporaneous, unexecuted

agreement that alters the fundamental consideration of the real estate transaction

directly violates the parol evidence rule. Accord id. at ¶ 29 (emphasizing that

attempting to prove a contradictory assertion through extrinsic evidence “is exactly

what the Parol Evidence Rule was designed to prohibit”). Consequently, the

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execution of the fully integrated residential purchase agreement extinguished any

collateral promises regarding the moving services. See Trinova Corp. v. Pilkington

Bros., 70 Ohio St.3d 271, 275 (1994) (analyzing that, where a written contract

represents the total integration of the parties’ intent, any prior collateral agreements

“lose [their] vitality for all purposes” and “cease to exist”). Therefore, the trial court

correctly determined that the residential purchase agreement was the complete and

unambiguous integration of the parties’ agreement, barring the breach of contract

claim. See Marable at ¶ 9 (concluding that “the merger clause in the written contract

indicates that the writing is fully integrated, and it supersedes any previous

agreements or understandings between the parties”), citing Keel v. Toledo HarleyDavidson/Buell, 2009-Ohio-5190, ¶ 9-11 (6th Dist.).

{¶21} Furthermore, because the residential purchase agreement constitutes

the fully integrated, express contract governing the transaction and the consideration

exchanged between the parties, the Lyon Trust’s unjust enrichment claim is likewise

barred as a matter of law. Indeed, “Ohio law does not permit recovery under the

theory of unjust enrichment when an express contract covers the same subject.”

Padula, 2015-Ohio-2374, at ¶ 48 (9th Dist.). See also Frederick C. Smith Clinic,

2013-Ohio-748, at ¶ 30 (3d Dist.) (“This Court has previously held that ‘the doctrine

of unjust enrichment cannot apply when an express contract exists.’”), quoting

Nationwide Mut. Fire Ins. Co. v. Delacruz, 2010-Ohio-6068, ¶ 21 (3d Dist.).

Therefore, since the fully integrated residential purchase agreement governs the

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same subject matter, the trial court properly granted summary judgment as to the

unjust enrichment claim.

Fraud

{¶22} Turning to its third assignment of error, the Lyon Trust argues that the

trial court erred by granting summary judgment in favor of the Berrys as to its fraud

claim. Here, the Lyon Trust asserts that the alleged fraudulent misrepresentations—

specifically, that the Berrys promised to store and relocate the personal property—

are not directly contradicted by the residential purchase agreement because the

agreement is silent on the issue of personal property.

{¶23} To prevail on a claim for fraud, a plaintiff must prove (1) a

representation or, where there is a duty to disclose, concealment of a fact, (2) the

materiality of the representation or concealment to the transaction, (3) knowledge

of its falsity or reckless disregard for its truth, (4) the intent to mislead another into

relying upon it, (5) justifiable reliance, and (6) a resulting injury proximately caused

by the reliance. Thomas v. Delgado, 2022-Ohio-4235, ¶ 25 (3d Dist.).

{¶24} Because the Lyon Trust’s fraud claim is predicated on alleged

promises made entirely outside the residential purchase agreement, the application

of the parol evidence rule is once again implicated. In this context, “‘the parol

evidence rule does not prohibit a party from introducing parol or extrinsic evidence

for the purpose of proving fraudulent inducement.’” P.J. Lindy, 2019-Ohio-736, at

¶ 20 (6th Dist.), quoting Galmish, 90 Ohio St.3d at 28. See also Harrel v. Solt, 2000

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Ohio App. LEXIS 6312, *27, fn. 9 (4th Dist.) (acknowledging that “[t]he inclusion

of an integration clause into a real estate purchase contract does not vitiate the

principle that parol evidence is admissible to prove fraud”). Indeed, the parol

evidence rule was never intended to act as a shield for fraud; a party cannot

fraudulently induce a written agreement merely to strip the courts of their power to

remedy the deception. P.J. Lindy at ¶ 20.

{¶25} “The parol evidence rule, however, ‘may not be avoided “by a

fraudulent inducement claim which alleges that the inducement to sign the writing

was a promise, the terms of which are directly contradicted by the signed writing.”’”

Id. at ¶ 21, quoting Galmish at 29, quoting Marion Prod. Credit Assn. v. Cochran,

40 Ohio St. 3d 265 (1988), paragraph three of the syllabus. That is, a party cannot

prove fraud by relying on an alleged promise that falls within the scope of an

integrated agreement but was omitted from its final terms. Marable, 2013-Ohio1750, at ¶ 10 (1st Dist.). See also Hetmanski v. Hetmanski, 2024-Ohio-1646, ¶ 5

(11th Dist.) (“Fraud in the inducement may not be proven through parol evidence

that directly contradicts the final, integrated document.”). “An integration clause is

nothing more than the contract’s embodiment of the parol evidence rule, i.e., that

matters [occurring] prior to or contemporaneous with the signing of a contract are

merged into and superseded by the contract.” Rucker v. Everen Secs., Inc., 2004-Ohio-3719, ¶ 6 (Sweeny, J., dissenting). “Thus, when a party alleges that it has been

fraudulently induced to enter a written contract through the other party’s

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misrepresentations of fact, the relevant question is whether the alleged

representations ‘directly contradict’ the signed agreement.” P.J. Lindy at ¶ 21.

{¶26} Here, the Lyon Trust’s fraud claim is premised on the allegation that

Lyon was fraudulently induced into selling the real estate at the reduced $450,000

price based on the Berrys’ alleged collateral promise to store and move the personal

property. However, the merger clause in the residential purchase agreement reflects

that the contract is fully integrated and supersedes any previous agreements between

the parties. Accord Marable at ¶ 9. Because the alleged collateral promise to

provide approximately $83,000 worth of storage and moving services goes to the

fundamental consideration for the property, the substance of the personal property

agreement falls entirely within the scope of the residential purchase agreement.

Accord id. at ¶ 11 (determining that the appellants “could not contradict the terms

of the written contract with the alleged misrepresentation” because “the substance

of the alleged oral agreement was within the scope of the written agreement”). By

attempting to alter the purchase price, this alleged promise directly contradicts an

essential term of the integrated contract. Accord Jeffrey Allen Industries, LLC v.

Trimble, 2011-Ohio-2655, ¶ 68 (5th Dist.) (concluding that an alleged pre-contract

promise to pay a higher price than the amount set out in the written agreement

“certainly varies and contradicts an essential term of the contract,” thereby barring

the fraud claim). Therefore, there is no genuine issue of material fact, and the Lyon

Trust’s fraud claim fails as a matter of law.

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Conversion

{¶27} In its fourth and final assignment of error, the Lyon Trust shifts its

focus from the real estate transaction to the physical personal property itself,

challenging the trial court’s decision granting summary judgment in favor of the

Berrys as to its conversion claim. “Conversion is the ‘“wrongful exercise of

dominion over property to the exclusion of the rights of the owner, or withholding

it from his possession under a claim inconsistent with his rights.”’” Warnecke v.

Chaney, 2011-Ohio-3007, ¶ 15 (3d Dist.), quoting State ex rel. Toma v. Corrigan,

92 Ohio St.3d 589, 592 (2001), quoting Joyce v. Gen. Motors Corp., 49 Ohio St.3d

93, 96 (1990). To prevail on a claim for conversion, a plaintiff must establish (1)

ownership or right to possession of the property at the time of the conversion, (2) a

wrongful act or disposition of those property rights by the defendant, and (3)

resulting damages. Id. “‘When a defendant to a conversion claim moves for

summary judgment, the court should grant the motion if the plaintiff fails to produce

evidence on any of’ these three elements.” Hanneman Family Funeral Home &

Crematorium v. Orians, 2022-Ohio-984, ¶ 47 (3d Dist.), quoting Minix v. Collier,

1998 Ohio App. LEXIS 1427, *11 (4th Dist. Mar. 31, 1998).

{¶28} On appeal, the Lyon Trust argues that genuine issues of material fact

remain as to the conversion claim because certain items of personal property were

allegedly sold or missing when Lyon retrieved her belongings in May 2023.

Consequently, the Lyon Trust contends that the breach of contract and conversion

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claims are not mutually exclusive alternative causes of action because they seek

distinct measures of damages.

{¶29} The Lyon Trust correctly notes that, as a general rule of pleading, a

plaintiff may raise claims for breach of contract and conversion as alternative causes

of action. Navidea Biopharmaceuticals v. Capital Royalty Partners II, L.P., 2021-Ohio-808, ¶ 84 (10th Dist.); Civ.R. 8(E)(2). “An action for damages may be held

in either one or the other.” Navidea at ¶ 84.

{¶30} However, while pleading in the alternative is permissible, a plaintiff

generally cannot recover in tort for damages that are purely economic in nature.

Plus Mgt. Servs. v. Liberty Healthcare Corp., 2024-Ohio-3127, ¶ 24 (2d Dist.). This

rule maintains the critical boundary between tort law, designed to redress breaches

of duties imposed to protect society, and contract law, ensuring commercial parties

remain free to govern their own affairs. Id. “‘The concern is that if tort remedies

were available where the losses suffered were only economic, then private ordering

(contract law) would be less effective.’” Id. at ¶ 25, quoting Motorists Mut. Ins. Co.

v. Ironics, Inc., 2022-Ohio-841, ¶ 68. “‘If a party could simply avoid its contractual

bargain by suing in tort, which often offers more generous terms of recovery, then

the effectiveness of contract law would be reduced.’” Id., quoting Motorists Mut.

Ins. Co. at ¶ 68.

{¶31} To be sure, “[n]ot all tort claims fall under the economic loss rule.”

Zak v. Airhart, 2021-Ohio-4399, ¶ 44 (6th Dist.). “‘A plaintiff may pursue such a

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tort claim if it is “based exclusively upon [a] discrete, preexisting duty in tort and

not upon any terms of a contract or rights accompanying privity.”’” Id., quoting

Windsor Medical Center, Inc. v. Time Warner Cable, Inc., 2021-Ohio-158, ¶ 27 (5th

Dist.), quoting Corporex Dev. & Constr. Mgt., Inc. v Shook, Inc., 2005-Ohio5409, ¶ 9. “Claims for fraud or conversion, for example, can survive application

of the rule where the ‘tort duty was breached independent of the contract . . . .’” Id.,

quoting Windsor Medical at ¶ 28.

{¶32} Nevertheless, “even in cases involving intentional torts, a mere breach

of contract ‘does not create a tort claim.’” Plus Mgt. Servs. at ¶ 26, quoting Textron

Fin. Corp. v. Nationwide Mut. Ins. Co., 115 Ohio App.3d 137, 151 (9th Dist. 1996).

See also KSMAC Holdings v. Ice Zone Realty, Ltd., 2022-Ohio-1456, ¶ 56 (7th Dist.)

(“The law in Ohio is that a breach of contract claim does not create a tort claim.”).

Thus, “the existence of a contract action ordinarily precludes a plaintiff from

presenting the same claim as a tort.” Plus Mgt. Servs. at ¶ 26. An intentional tort

and a contract claim can co-exist only if (1) the breaching party also breaches a duty

owed separately from that created by the contract, and (2) the intentional tort

involves damages that are separate and distinct from the breach of contract. Id. at ¶

26-27.

{¶33} Here, the record reflects that the Lyon Trust’s conversion claim is

functionally indistinguishable from its breach of contract claim. See KSMAC

Holdings, 2022-Ohio-1456, at ¶ 58 (7th Dist.) (concluding that the plaintiff’s claim

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for conversion was precluded by its existing breach of contract claim because the

plaintiff introduced no evidence demonstrating an independent duty). Critically, the

Lyon Trust seeks the same $83,000 in damages for the alleged conversion of the

personal property as it claimed was the material consideration for the Berrys’

alleged breach of the residential purchase agreement.

{¶34} While the Lyon Trust attempts to save its tort claim by arguing on

appeal that certain items were allegedly sold or missing at the time of retrieval, this

argument is unavailing. See Plus Mgt. Servs. at ¶ 27 (noting that “Plus’s suggestion

that Liberty separately engaged in conversion by intentionally failing to turn over

accounts receivable ‘does not change the contractual nature’ of Plus’s [conversion]

claim”), quoting Textron Fin. Corp., 115 Ohio App.3d at 151. Importantly, to

survive summary judgment here, the Lyon Trust was required to present Civ.R. 56

style evidence establishing a separate and distinct measure of damages for those

specific items, independent from the overall $83,000 contract claim. The record is

devoid of any such evidence. See Hanneman Family Funeral Home, 2022-Ohio984, at ¶ 49, 52 (3d Dist.) (concluding that summary judgment as to the conversion

claim was appropriate because the plaintiffs failed to provide any evidence to

support the element of damages).

{¶35} Because the Lyon Trust relies on the exact same economic loss to

support both its contract and conversion theories, it failed to establish a genuine

issue of material fact that it suffered damages separate and distinct from the alleged

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breach of contract. Consequently, the conversion claim is duplicative and fails as a

matter of law. See KSMAC Holdings at ¶ 59. The trial court, therefore, did not err

by granting summary judgment in favor of the Berrys as to the conversion claim.

{¶36} For these reasons, the Lyon Trust’s assignments of error are overruled.

{¶37} Having found no error prejudicial to the appellant herein in the

particulars assigned and argued, we affirm the judgment of the trial court.

Judgment Affirmed

MILLER and WALDICK, J.J., concur.

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JUDGMENT ENTRY

For the reasons stated in the opinion of this Court, the assignments of error

are overruled and it is the judgment and order of this Court that the judgment of the

trial court is affirmed with costs assessed to Appellant for which judgment is hereby

rendered. The cause is hereby remanded to the trial court for execution of the

judgment for costs.

It is further ordered that the Clerk of this Court certify a copy of this Court’s

judgment entry and opinion to the trial court as the mandate prescribed by App.R.

27; and serve a copy of this Court’s judgment entry and opinion on each party to the

proceedings and note the date of service in the docket. See App.R. 30.

William R. Zimmerman, Judge

Mark C. Miller, Judge

Juergen A. Waldick, Judge

DATED:

/hls

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