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McDonald v. Foos - Contract Dispute Affirmation

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Filed March 24th, 2026
Detected March 24th, 2026
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Summary

The Ohio Court of Appeals affirmed a jury verdict in a contract dispute case involving an estate. The court found no reversible error in the exclusion of certain statements or in the jury instructions regarding prevention of performance.

What changed

The Ohio Court of Appeals has affirmed a jury verdict in the case of McDonald v. Foos, concerning a contract dispute and the executrix of an estate. The court addressed two main points of appeal: the exclusion of decedent's statements under Evid.R. 804(B)(5) and the jury instructions on prevention of performance. The appellate court determined that any error in excluding the decedent's statements was harmless and that the trial court properly instructed the jury.

This decision means the original jury verdict stands, and the estate's claims related to the contract dispute are resolved in favor of the appellees. For legal professionals involved in similar contract disputes or estate litigation, this case reinforces the standards for evidentiary rulings and jury instructions in Ohio courts. No new compliance actions are required for regulated entities as this is a specific case resolution.

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March 24, 2026 Get Citation Alerts Download PDF Add Note

McDonald v. Foos

Ohio Court of Appeals

Syllabus

Any error in the court's exclusion of the decedent's statements under Evid.R. 804(B)(5) was harmless. The trial court properly instructed the jury on prevention of performance.

Combined Opinion

[Cite as McDonald v. Foos, 2026-Ohio-1004.]

IN THE COURT OF APPEALS OF OHIO
SIXTH APPELLATE DISTRICT
WOOD COUNTY

Debra L. McDonald, in her capacity Court of Appeals No. {87}WD-24-069
of Executrix for the Estate of Wilma
Jennings Trial Court No. 2023 CV 0414

Appellant

v.

George J. Foos, et al. DECISION AND JUDGMENT

Appellees Decided: March 24, 2026


Paul C. Redrup, for appellant.

Richard Kolb and Braden Blumenstiel,
for appellees.


SULEK, J.

{¶ 1} Appellant, Debra McDonald, Executrix of the Estate of Wilma Jennings,

appeals a judgment from the Wood County Court of Common Pleas confirming a jury

verdict in favor of appellees, George and Rita Foos. Upon due consideration, the

judgment is affirmed.
I. Facts and Procedural History

{¶ 2} Wilma Jennings and the Fooses were friends and neighbors for over 40

years. In 2018, Jennings executed a survivorship warranty deed granting the Fooses

nearly 25 acres of agricultural land. In October 2020, Jennings, nearly 90, needed more

help personally and around the house so the Fooses contacted Debra McDonald, a retired

STNA and friend of the Jennings’ family. Soon after hiring McDonald, Jennings

informed the Fooses that they were “parting ways.” Attempts by the Fooses to speak

with Jennings resulted in the sheriff’s office being called to Jennings’ home. The Fooses

believed that McDonald influenced Jennings’ actions.

{¶ 3} In October 2021, Jennings filed a verified complaint seeking return of the

property. Jennings claimed that the Fooses fraudulently induced her to give them the

property by promising that as consideration they would care for her the rest of her life.

Jennings claimed that they failed to provide the agreed-upon care. The Fooses filed a

third-party complaint against McDonald claiming that she fraudulently induced Jennings

to breach their agreement; the parties reached a settlement, and the Fooses subsequently

dismissed their claim against McDonald.

{¶ 4} Jennings died in January 2023, and on April 24, 2023, McDonald, as the

executrix of the estate, dismissed the action without prejudice.

{¶ 5} McDonald commenced a second action for return of the property requesting

the court declare that the 2018 deed was void and raising claims of fraud in the

inducement, fraud, quiet title, breach of contract, trespass, trespass to chattels,

2.
conversion, and breach of fiduciary duty, and she requested an accounting of all actions

undertaken by the Fooses while acting as Jennings’ power of attorney.

{¶ 6} The matter proceeded to a jury trial with the parties stipulating to the

admission of the Fooses’ and Wilma Jennings’ prior deposition testimony. Prior to

commencement, the parties discussed the Fooses’ proposed jury instruction of tortious

interference with contract. The Fooses’ counsel explained that “one of our main

defenses, other than the fact that it was a gift, is going to be that Deb interfered with

anything that our clients are alleged that they were supposed to do.” McDonald’s counsel

stated that defending against a claim “you don’t have to assert a claim of tortious

interference, you would simply have to indicate that the purpose or their completion of

the contract was frustrated.” The Fooses’ counsel acknowledged that “it would be an

inappropriate claim” but they wanted to preserve “the argument that Deb is the one that

frustrated our client’s ability, if the jury even considers there was a contract, so I don’t

have a problem withdrawing.”

{¶ 7} The parties presented the testimony of the Fooses, McDonald, Jennings’

daughter Marilyn Bostleman, and multiple family friends. George Foos testified that

during the relevant time period, Jennings was a widow who had two adult children, one

of which, Karen, always required specialized care due to having epilepsy. He stated that

for nearly 40 years he helped Jennings around the house with tasks such as mowing grass,

plowing snow, taking her to doctor, dentist and hair appointments, working on her roof,

furnace, and other household fixtures, and helping her with Karen. Counsel then

3.
presented George with Jennings’ deposition testimony where she denied most of

George’s assertions but agreed that he fixed the bathroom sink. George testified that

Jennings gifted Rita and him the property “based on everything we had done in the past

for her,” her mother and father, her husband, daughter, and brother.

{¶ 8} On October 19, 2020, Jennings called the Fooses and told Rita that they

were “parting ways.” George went to her home after work; he testified that he saw

McDonald sitting on the floor counting money. After unsuccessfully trying to enter the

house, George returned home. A deputy sheriff soon arrived. After discussing the matter

and expressing their concerns, the Fooses agreed to not enter Jennings’ property without

permission.

{¶ 9} On November 8, 2020, George telephoned Jennings at least once (the

sheriff’s report lists three calls) and she hung up on him. McDonald called the sheriff’s

office and explained that she would like the Fooses to remove all their belongings from

Jennings’ barn, return Jennings’ tractor, and end all communications with them.

{¶ 10} On November 28, 2020, a deputy sheriff came out a third time following

claims that George damaged the barn while removing his property and that he took items

that did not belong to him, including a ladder. George agreed that he failed to

acknowledge any damage to the barn’s threshold and claimed that the ladder was his.

{¶ 11} Finally, on January 13, 2021, McDonald called the sheriff’s office claiming

that the Fooses had stolen a zero-turn lawnmower from the property. George stated that

Jennings purchased the mower in 2016, but that she could not operate it. He stated that

4.
the mower was too small and that he used his own mower to cut her lawn. George

maintained that Jennings eventually gave him the mower and he sold it for approximately

$1,000.

{¶ 12} Counsel questioned George about seemingly contradictory statements he

made that McDonald had caused the Fooses to breach their contract with Jennings and

that Jennings gifted them the 25-acre parcel. George stated that Jennings gifted the

acreage and that they separately agreed to become Karen’s guardians and care for her for

the rest of her life in exchange for a different property owned by Jennings (approximately

40 acres including the house).

{¶ 13} During cross-examination, George explained that Jennings offered to give

the Fooses the 25-acre parcel approximately three months prior to the transfer and that

nothing was requested or offered in return. He explained that he and Rita had been

aiding Jennings for several years and had intended to continue. He acknowledged that

nothing was in writing but at the time he believed that Jennings would not go back on her

word.

{¶ 14} George explained that he left a ladder in Jennings’ barn to use when he

replaced the shingles that blew off her roof. As to the mower, he sold it for $1200 and

gave Jennings $1000 because he invested money to repair it prior to sale.

{¶ 15} Rita agreed that Jennings’ 2018 estate plan left the farmhouse on 40 acres

and the remainer of her property to the Fooses. Jennings’ will requested that the probate

court appoint George as Karen’s guardian, with Rita as successor. Rita stated that they

5.
would currently be caring for Karen if the will had not been voided. When asked

whether she had once pushed Jennings down into her recliner and called her incompetent,

Rita denied ever doing so. She stated it was the first time she ever heard the allegation.

{¶ 16} Rita testified that McDonald refused to be paid by check allowing Jennings

to submit the amounts to insurance for reimbursement. She requested to be paid in cash

so there was no “paper trail.”

{¶ 17} McDonald testified that she is currently living in Jennings’ home. She is a

retired STNA and home healthcare aid. McDonald befriended the Jennings family when

she was in elementary school with Karen. Karen had seizures in school and was bullied,

and McDonald felt bad about it because her brother had epilepsy. They maintained a

relationship through the years.

{¶ 18} In October 2020, Rita Foos contacted McDonald asking if she could help

Jennings take a shower. She agreed to help. When she arrived at Jennings’ home there

was garbage and cobwebs all over, clothing and other belongings piled everywhere, a

soiled mattress, and mice feces. Photographs depicting the condition of the house were

admitted into evidence.

{¶ 19} McDonald agreed to help on a regular basis and stated that she did not

expect payment. McDonald claimed that within a week Rita Foos contacted her and said

that Jennings wanted to hire a home healthcare agency and did not want her to come over

anymore. McDonald said that Jennings called the Fooses and told them they were

6.
parting ways and not to contact her but they did not listen. She agreed that she called the

sheriff’s office four or five times to report the Fooses.

{¶ 20} McDonald stated that she commenced the action to protect Karen and that

if successful, the land would be returned and placed in Karen’s trust and the estate would

recover damages for lost crop revenue, the return of the tractor and the mower, and

attorney fees.

{¶ 21} McDonald was cross-examined about Jennings’ will and trust created on

October 16, 2020, of which she is executrix and trustee. On the same day, Jennings

executed the new power of attorney, durable and financial, naming McDonald.

McDonald acknowledged that the changes were made approximately two weeks after she

became Jennings’ caregiver. She also agreed that she is the beneficiary of Jennings’

home and approximately 80 acres of land and receives a $2,500 monthly trustee fee.

{¶ 22} During family friend Pamela Bundy’s testimony McDonald’s counsel

questioned her as follows:

Q: Now, the Defendants have spent some time talking about an agreement
that they had with Wilma. And so they’ve indicated some things, and
Wilma testified about this at her own deposition, okay?

A: Uh-huh.

Q: So there’s a dispute about what may or may not have occurred, all right.
Were you ever privy to conversations about that agreement?

[FOOSES’ COUNSEL]: I’m just going to object, she’s gonna be testifying
about things she heard Wilma say as opposed to things heard.

THE COURT: All right, I’ll overrule with respect to this question. Go
ahead Mr. Frasor.

7.
{¶ 23} The Fooses’ counsel objected again, and the court conducted a bench

conference. Counsel explained:

[T]o the extent that that they are going to try and get in terms of an
agreement that someone heard from Wilma at a later time, that if they can
show that they were present when there was discussions between my clients
and Wilma, it’s different, but if it’s going to be talking about Wilma at a
later point in time, that’s just hearsay.

{¶ 24} McDonald’s counsel argued that there had been “back and forth” testimony

regarding the terms of the agreement and that “Wilma testified about it at her deposition,

and this is to rebut an express claim of fabrication that the Fooses are trying to assert, that

Wilma fabricated this at the pressure of Debra McDonald, and this is not intended to do

anything other than rebut a claim of recent fabrication.” Counsel clarified: “They are

trying to say it’s a gift, Judge. They’re trying to say there was no agreement for this 25

acres. And Wilma testified otherwise to it, and they are trying to say Wilma is a liar and

that she was pressured by Deb.”

{¶ 25} The parties then examined Jennings’ August 4, 2022 deposition which

provided:

Q: Let me show you a copy of that deed . . . [f]or the 24.85 acres,
right?

A: Yeah.

Q: And you say what was the purpose of this?

A: They agreed to take care of Karen but they didn’t do it.

...

8.
Q: And so you gave them the deed so they would look after Karen
and not because they said that they would take care of you for the rest of
your life?

A: No.

Q: Am I right there?

A: Yes.

{¶ 26} The discussion turned to the application of Evid.R. 804(B)(5). McDonald’s

counsel professed that Jennings’ testimony, through Bundy, properly rebutted the Fooses’

testimony irrespective of whether it contradicted Jennings’ prior deposition testimony.

Counsel asserted that any conflict would go to the weight of the evidence, not

admissibility. The Fooses’ counsel countered that the proffered testimony could not be

used to rebut Jennings’ prior, sworn testimony.

{¶ 27} The court noted that defense counsel offered Jennings’ deposition into

evidence and that they had to “live with the things that she said during that.” Counsel

again countered that the discrepancies should go to the weight of the evidence, not

admissibility. After further arguments, the court ultimately determined that the testimony

“would not be admissible under hearsay if it contradicts statements that the decedent

made in her deposition.”

{¶ 28} Marilyn Bostelman, Jennings’ daughter, testified that after her mother

stopped driving, Rita took her and Karen to doctors’ appointments and delivered food to

Jennings. George mowed her yard, repaired the roof, worked on the kitchen and

9.
bathroom plumbing, and replaced furnace filters. George also helped get Karen up

following multiple seizures.

{¶ 29} After the close of the evidence, the parties reviewed jury instructions with

McDonald objecting to the Fooses’ request to submit a prevention of performance

instruction stating that it had not been pleaded as an affirmative defense. McDonald’s

counsel stated:

I’m not aware of any authority that allows him to do that during trial. That
doesn’t provide any notice to Plaintiffs to adequately prepare to
countermand any evidence presented for a prevention defense, and unless
[the Fooses’ counsel] has that authority, they have not amended prior to
trial, and this is the first opportunity that they are trying to amend.

{¶ 30} The Fooses countered that Civ.R. 15(B) provides that affirmative defenses

may be treated as raised in the pleadings to conform to the evidence presented at trial.

Their counsel stated that McDonald is “not unfamiliar with this defense, this is what

we’ve claimed throughout the entire litigation is, you know, first, it’s a gift, but even if it

was a contract, they were prevented from performing a contractual obligation by

Plaintiff.”

{¶ 31} McDonald claimed that the instruction would prejudice her because while

the interference argument was “touched” on the Fooses had not previously developed that

as a case theory. Countering, the Fooses stated that several facts were presented

including the sheriff’s reports and threats of a restraining order or arrest if they tried to

contact Jennings or Karen.

10.
{¶ 32} The trial court ruled in favor of including a prevention of performance

instruction and instructed the jury:

The Defendants claim that if there was an agreement, they were prevented
from performing it. This is an affirmative defense. The burden of proving
an affirmative defense by a preponderance of the evidence is on the
Defendants. The Defendants claim that they were excused from their failure
to perform under the contract because the Plaintiff prevented them from
performing their promise to fulfill or complete a condition that would have
excused the Defendant from performing. You will find for the Defendant if
you find, by the greater weight of the evidence, that the Plaintiff, without
justification, prevented the Defendant from performing their promises
under the contract, and, the Defendant would have performed the contract
but for the Plaintiff’s actions.

{¶ 33} The jury returned a verdict in favor of the Fooses regarding the title to the

25-acre parcel and for McDonald relating to the return of the tractor. The jury completed

several interrogatories in which they determined that the property at issue was not a gift,

that it was transferred to the Fooses in exchange for their promise to care for Jennings

and Karen for the rest of their lives, that the Fooses breached the agreement with

Jennings, but that McDonald wrongfully prevented the Fooses from performing under the

contract. This appeal followed.

II. Assignments of Error

{¶ 34} McDonald raises two assignments of error for review:

I. The trial court erred by excluding hearsay statements of the

decedent explicitly offered to rebut testimony of the defendants.

II. The trial court erred by submitting instructions on the affirmative

defense of prevention of performance to the jury which defendants never

11.
pled and where defendants withdrew the similar defense of tortious

interference prior to trial.

III. Analysis

A. Evid.R. 804(B)(5)

{¶ 35} In her first assignment of error, McDonald contends that the trial court

erroneously excluded testimony, admissible under Evid.R. 804(B)(5), of Jennings’

hearsay statements made to a witness relating to the agreement between her and the

Fooses. The Fooses counter that the court properly excluded the testimony because it

could not be used to rebut Jennings’ prior deposition testimony on the subject. Evid.R.

804(B)(5) provides:

The following are not excluded by the hearsay rule if the declarant is
unavailable as a witness:

...

(5) Statement by a deceased or incompetent person. The statement was
made by a decedent or a mentally incompetent person, where all of the
following apply:

(a) the estate or personal representative of the decedent’s estate or the
guardian or trustee of the incompetent person is a party;

(b) the statement was made before the death or the development of the
incompetency;

(c) the statement is offered to rebut testimony by an adverse party on a
matter within the knowledge of the decedent or incompetent person.

{¶ 36} Evid.R. 804(B)(5) “creates ‘a hearsay exception for the declarations of a

decedent which rebut testimony of an adverse party and is available only to the party

12.
substituting for the decedent.’” Richards v. Wasylyshyn, 2012-Ohio-3733, ¶ 19 (6th

Dist.), quoting Testa v. Roberts, 44 Ohio App.3d 161, 167 (6th Dist.1988). The rule “was

promulgated to level the playing field: if the adverse party may testify, the decedent may

testify from the grave through hearsay to rebut the testimony by the adverse party.”

Eberly v. A-P Controls, Inc., 61 Ohio St.3d 27, 32 (1991).

{¶ 37} It is undisputed that McDonald established the Evid.R. 804(B)(5)(a) and

(b) requirements for admissibility. McDonald, as executrix, represented the estate and

the statements were allegedly made by the decedent to Bundy. Granting the Fooses’

objection to the admissibility of the testimony under Evid.R. 804(B)(5)(c), the trial court

relied on Stephenson v. Stephenson, 2005-Ohio-4358 (9th Dist.), a declaratory judgment

action regarding trust assets, where the appellate court found no error in the trial court’s

exclusion of the statement of the decedent’s stockbroker allegedly evidencing a contrary

intent to create the trust. The court noted that the statement was not offered to rebut

testimony of an adverse party but “a statement by Robert Stephenson himself declaring

his intent to create the trust and fund it with the Merrill Lynch accounts.” Id. at ¶ 21.

{¶ 38} Here, unlike Stephenson, McDonald claimed that Bundy’s testimony was

being offered to rebut the testimony of the Fooses who previously testified that the 25-

acre parcel was an unconditional gift. The plain language of Evid.R. 804(B)(5), neither

limits the use of a decedent’s testimony only to instances where it does not conflict with

any of the decedent’s prior statements nor does it delineate between sworn and unsworn

statements. Moreover, a jury is tasked with assessing a witness’s conflicting statements

13.
in determining his or her credibility. State v. Cook, 2020-Ohio-3411, ¶ 86 (3d Dist.),

quoting State v. Barrie, 2016-Ohio-5640 ¶ 22 (10th Dist.). Thus, the court erred by

excluding the testimony under Evid.R. 804(B)(5).

{¶ 39} However, even finding error in the court’s exclusion of the testimony,

McDonald failed to demonstrate that the exclusion affected her substantial rights.

Evid.R. 103.

{¶ 40} The trial record, which included the parties’ depositions, contained various

conflicting statements regarding whether Jennings gifted the 25-acre parcel or whether

the transfer was conditioned on the Fooses providing care to Jennings and/or her

daughter, Karen. The jury interrogatories reveal that the jurors were not persuaded that

the transfer was a gift, thus, the exclusion of the Bundy testimony did not meaningfully

impact the verdict. Because the error is harmless, McDonald’s first assignment of error is

not well-taken.

B. Jury Instructions

{¶ 41} In her second assignment of error, McDonald contends that the trial court

erred by instructing the jury on the affirmative defense of prevention of performance

where it was never pled and where the Fooses withdrew a similar jury instruction prior to

trial.

{¶ 42} “A trial court is obligated to provide jury instructions that correctly and

completely state the law.” Cromer v. Children’s Hosp. Med. Ctr. of Akron, 2015-Ohio-

229, ¶ 22; State v. Nye, 2021-Ohio-2557, ¶ 14 (6th Dist.). “The jury instructions must

14.
also be warranted by the evidence presented in a case.” Id.; see also State v. Knuff, 2024-

Ohio-902, ¶ 182 (“[R]equested jury instructions should ordinarily be given if they are

correct statements of law, if they are applicable to the facts in the case, and if reasonable

minds might reach the conclusion sought by the requested instruction.”). A court

reviews, de novo, the question of whether a jury instruction is legally correct and

factually warranted. Id.

{¶ 43} “The prevention of performance doctrine provides that a party who

prevents another from performing its contractual obligations cannot rely on that failure of

performance to assert breach of contract.” Lucarell v. Nationwide Mut. Ins. Co., 2018-

Ohio-15, ¶ 54, citing Suter v. Farmers’ Fertilizer Co., 100 Ohio St. 403 (1919),

paragraph four of the syllabus.

{¶ 44} While the Fooses withdrew their request for a tortious inference with

contract instruction, they did not withdraw their argument that, assuming that the parties

contracted for the 25-acre parcel, McDonald and/or Jennings frustrated the purpose of the

contract by terminating all contact and calling the sheriff’s office and threatening

restraining orders. A review of the trial court record shows that such arguments had been

raised prior to the commencement of trial; thus, McDonald should have anticipated the

defense strategy.

{¶ 45} At trial, the Fooses presented ample testimony regarding their attempts to

contact Jennings and her daughter and the roadblocks erected within days after

15.
McDonald became Jennings’ caregiver. Accordingly, the evidence presented at trial

supported the instruction. McDonald’s second assignment of error is not well-taken.

IV. Conclusion

{¶ 46} Upon due consideration, the judgment of the Wood County Court of

Common Pleas is affirmed. Pursuant to App.R. 24, McDonald is ordered to pay the costs

of this appeal.

Judgment affirmed.

A certified copy of this entry shall constitute the mandate pursuant to App.R. 27.
See also 6th Dist.Loc.App.R. 4.

Myron C. Duhart, J. ____________________________
JUDGE
Charles E. Sulek, J.
CONCUR. ____________________________
JUDGE

Christine E. Mayle, J.
CONCURS AND WRITES ____________________________
SEPARATELY. JUDGE

MAYLE, J., concurring,

{¶ 47} I concur with the result reached by the majority. I write separately because

as to McDonald’s first assignment of error, McDonald did not preserve error with respect

to the trial court’s exclusion of Bundy’s testimony, therefore, we may review only for

16.
plain error. Because it is clear that no plain error occurred here, I would not reach the

issue of whether the trial court properly applied Evid.R. 804(B)(5).

{¶ 48} Under Evid.R. 103(A)(2), error may not be predicated on the exclusion of

evidence unless (1) the exclusion of evidence affected a substantial right of the party, and

(2) “the substance of the evidence was made known to the court by offer or was apparent

from the context within which questions were asked.”

{¶ 49} The purpose of making an offer of evidence is to permit the reviewing

court to determine whether the exclusion of evidence affected a party’s substantial right.

In re Walker, 2005-Ohio-3773, ¶ 37 (11th Dist.). The offer “must be sufficient to place

the reviewing court on notice of what the testimony would have been,” In re L.R.S.,

2017-Ohio-2604, ¶ 19 (11th Dist.), must contain information specific enough to provide

“‘an appropriate basis for review,’” and “cannot consist of ‘speculation and general

descriptions.’” Hallisy v. Hallisy, 2023-Ohio-2923, ¶ 20 (11th Dist.), quoting State v.

Robinson, 2020-Ohio-4880, ¶ 32-33 (3d Dist.). The reviewing court must be able to

“‘determine roughly what, if any, impact the testimony may have had upon the final

disposition of the case.’” Id., quoting Moser v. Moser, 72 Ohio App.3d 575, 580 (3d

Dist. 1991).

{¶ 50} Here, McDonald made no offer of what Bundy’s testimony would have

been. However, under Evid.R. 103(A)(2), error may still be preserved for review on

appeal if the substance of the excluded evidence “was apparent from the context within

which questions were asked.”

17.
{¶ 51} The question posed to Bundy was “Were you privy to conversations about

[an agreement between the Fooses and Wilma]?” Trial Transcript at 458, lines 19-20.

Presumably, McDonald’s counsel expected Bundy to respond that Wilma said that she

had an agreement with the Fooses that they would take care of her and Karen—Bundy

had already said this. Id. at 456, lines 18-19. Beyond that, it is not apparent what Bundy

would have said. It was, therefore, incumbent on McDonald to make an offer of the

excluded testimony.

{¶ 52} Where a party fails to make an offer of proof, we review for plain error.

State v. Holz, 2025-Ohio-2711, ¶ 24 (6th Dist.), citing State v. Garfield, 2011-Ohio-2606,

¶ 44. See also McClure v. Finfrock, 1999 WL 147937, *3 (1st Dist. Mar. 19, 1999)

(observing that in the absence of an offer of excluded evidence, error is not preserved for

appeal and will be reviewed only for plain error); State v. Smith, 2019-Ohio-2467, ¶ 42

(2d Dist.) (“[A] failure to make a proffer of evidence waives all but plain error.”).

{¶ 53} In appeals of civil cases, the plain error doctrine is disfavored. Goldfuss v.

Davidson, 79 Ohio St.3d 116, 122-23 (1997). Plain error will be found “only in the

extremely rare case involving exceptional circumstances” where the error “seriously

affects the basic fairness, integrity, or public reputation of the judicial process, thereby

challenging the legitimacy of the underlying judicial process itself.”

{¶ 54} Here, the exclusion of Bundy’s testimony did not seriously affect “the basic

fairness, integrity, or public reputation of the judicial process,” nor did it challenge “the

legitimacy of the underlying judicial process itself.” In fact, given McDonald’s

18.
explanation for introducing the evidence—to rebut George Foos’s testimony that the

transfer of property was intended as a gift—the jury’s response to Jury Interrogatory No.

2 makes clear that the exclusion of Bundy’s testimony did not impact the verdict at all.

See Jury Interrogatory No. 2 (finding that McDonald “proved by clear and convincing

evidence that George and/or Rita Foos entered into an oral agreement with Wilma

Jennings for the property at 0 Wapakoneta Rd., in exchange for them caring for Wilma

Jennings and Karen Jennings for the rest of their lives”).

{¶ 55} Accordingly, like the majority, I would find McDonald’s first assignment

of error not well-taken, but I would do so based on the absence of plain error.

This decision is subject to further editing by the Supreme Court of
Ohio’s Reporter of Decisions. Parties interested in viewing the final reported
version are advised to visit the Ohio Supreme Court’s web site at:
http://www.supremecourt.ohio.gov/ROD/docs/.

19.

Named provisions

Syllabus Combined Opinion

Source

Analysis generated by AI. Source diff and links are from the original.

Classification

Agency
OH Courts
Filed
March 24th, 2026
Instrument
Enforcement
Legal weight
Binding
Stage
Final
Change scope
Minor
Document ID
2026 Ohio 1004
Docket
WD-24-069

Who this affects

Activity scope
Contract Disputes Estate Litigation
Geographic scope
US-OH US-OH

Taxonomy

Primary area
Judicial Administration
Operational domain
Legal
Topics
Contract Law Estate Law

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