Advance Release Opinions – October 6

Connecticut Appellate Court

The Appellate Court advance released opinions about foreclosure, matrimonial, personal injury, professional negligence, receivership and trusts and estates matters.

Foreclosure

JPMorgan Chase Bank, N.A. v. Essaghof – Borrower originally had a negative amortization adjustable rate note and claimed that lender fraudulently or with unclean hands induced a modification to a fixed rate by misrepresenting that interest rates were rising when they were actually falling. The trial court rejected borrower’s claim, concluding that interest rates were in fact rising leading into the modification even if they fell after the modification. The trial court also ordered borrowers to reimburse lender for real estate taxes and hazard insurance lender paid during pendency of appeal and until the conclusion of litigation. Appellate Court affirmed.

Matrimonial

Puff v. Puff – Parties resolved a post-dissolution motion to modify alimony with a stipulated agreement that the court approved as an order. Appellate Court rejected plaintiff’s claims that (i) there was no “agreement” that could be accepted as an order – there was only an agreement to agree; and (ii) the trial court did not conduct an adequate canvass before accepting the agreement as an order. But the Appellate Court reversed the trial court’s contempt order for plaintiff’s failure to comply with a term of the agreement/order, finding it unwarranted since it was undisputed that plaintiff had made “at least some effort” to comply.

Personal Injury

McFarline v. Mickens – Trial court granted defendant summary judgment, finding that municipality had not shifted responsibility for sidewalk maintenance to adjoining landowners so, absent proof of a positive act by landowner that contributed to plaintiff’s fall on allegedly defective sidewalk, landowner did not owe plaintiff any duty.  Appellate Court affirmed.

Professional Negligence – What it is Not

Pellet v. Keller Williams Realty Corporation – Homeowners sued realtor on a host of contract and tort claims about realtor’s conduct in selling house. Trial court equated all eight counts of the complaint with professional negligence and directed verdict for realtor because homeowners did not present expert testimony as to the professional standard of care. Trial court also granted realtor’s motion for a special finding that homeowners brought the action in bad faith and without merit, which entitled realtor to its attorney’s fees. Appellate Court reversed the judgment and special finding, concluding that (i) rolling an allegation about what realtor knew or should have known about house’s market value into all eight counts did not make all eight counts professional negligence claims; (ii) the jury was actually provided with necessary expert testimony as to the standard of care even if it did not come from homeowners’ witness and did not expressly opine a breach of the standard; and (iii) special finding could not stand in the face of the other rulings.

Receivership

Seaport Capital Partners, LLC v. Speer – Receiver appointed in a nine-property commercial foreclosure action brought writ of error challenging trial court’s denial of approval of receiver’s reports and order of payment. Appellate Court rejected receiver’s claim that trial court lacked subject matter jurisdiction to appoint a receiver because lender never fully funded the loans. Not surprisingly, Appellate Court also rejected receiver’s claim that the order of payment was improper because the underlying borrower had collected certain rents and so receiver did not have the money to comply with the order of payment.

Trusts and Estates

Eder’s Appeal from Probate – This case is really only interesting because its name seems archaic. Appellate Court noted that the case had been captioned Eder v. Appeal from Probate in the Superior Court and that on appeal the parties had called it Eder v. Eder. Appellate Court changed it to Eder’s Appeal from Probate to “conform[ ] to the convention our appellate courts use for appeals from probate.” In any event, the gist of the appeal was that father had set up a trust that upon termination was to be distributed equally to “each child of the [father] then living.” Father and biological son had a falling out. Father later adopted the two adult sons of a woman with whom he had had a long term relationship. Biological son claimed it was a sham adoption undertaken solely to reduce his share of the trust corpus. Probate Court concluded adopted sons were entitled to share equally with biological son. Same result in Superior Court. Appellate Court affirmed.