Camulet Corp. v. Vespa ex rel. estate of Lowe

16 Mass. L. Rptr. 36
Massachusetts Superior Court·Decided February 20, 2003·No. No. 0100821·Published

Opinion

Fabricant, J.

INTRODUCTION

This action arises from an agreement for the purchase and Scile of real estate located at 56 Walpole Street in Dover. The buyer, Calumet Corporation (“Calumet”) alleges that the seller, Margery Vespa as Executrix of the Estate of Sadie A. Lowe (“Vespa”), reneged, and seeks specific performance. Presently before the Court is the plaintiffs motion for summary judgment. For the reasons that will be explained, the motion will be allowed.

BACKGROUND

The factual record before the Court is sparse. The plaintiff, the buyer in the real estate transaction, has submitted a statement of undisputed facts pursuant to Superior Court Rule 9A(b)(5), including as to each factual assertion, in accord with that Rule, reference to supporting material appearing in either or both of two supporting affidavits, with appended exhibits. The [37] defendant Vespa, the seller in her capacity as Executrix, has responded to the plaintiffs statement, but not in the manner required by Rule 9A(b)(5). She admits some of the factual assertions, but denies others, and asserts certain additional facts, without in either case providing any reference to any supporting evidentiary material. She submits no affidavits or deposition testimony, but does append to her memorandum two documents, one of which appears as an exhibit to one of the plaintiffs supporting affidavits, and the other of which confirms certain of the plaintiffs factual assertions.1 The defendant Robert Lowe has submitted no response to the plaintiffs Rule 9A(b)(5) statement, but has supplied his own affidavit, along with a copy, appended to his memorandum, of one of the documents that is appended to one of the plaintiffs affidavits. In addition, at argument the defendant Lowe made reference to the defendant Vespa’s deposition testimony, a transcript of which is in the Court file, apparently having been submitted in connection with earlier proceedings in the case.2

The effect of the defendants’ manner of responding to the plaintiffs Rule 9A(b){5) statement is that the facts asserted therein are deemed admitted under the third paragraph of that Rule. Nevertheless, the Court has reviewed the materials submitted by the defendants, including the entire transcript of defendant Vespa’s deposition, in an effort to identify any factual dispute that may exist.3 None appears.4

The following facts emerge from the materials provided. Sadie A. Lowe, the mother of the four named defendants as well as a fifth child, died in 1998. She left a will, executed in 1991, consisting of four paragraphs. The first paragraph states “(a) I give, bequeath and devise all of my real property on Walpole Street, Dover, Massachusetts, in equal shares, to my children,” followed by the names of the four defendants in this action. The fifth child, Edward, is omitted “as he has previously received his share.” The first paragraph goes on: “(b) All of the rest, residue and remainder of the property, both real and personal, ... I give bequeath, devise and appoint to my daughter, Margery A. Vespa.” The third paragraph names Margery Vespa as Executrix, and the fourth paragraph confers powers on the Executrix, as follows:

I authorize and empower my said executrix or any administrator of my estate with this Will annexed to sell convert into money any part or tra[n]sfer and convey into money any part or the whole of my real or personal property at public or private sale to such purchaser, on such terms, for such price or consideration and subject to and upon such restrictions, stipulations and agreements, and with such reservations as said executrix or said administrator may deem advisable, without the necessity of applying to any court for leave so to do, and no purchaser from said executrix or administrator shall be bound to see to the application of the purchase money or consideration.

According to Vespa’s deposition testimony, the real estate located at 56 Walpole Street in Dover was the only asset of Sadie Lowe’s estate. Beginning sometime in 2000, Vespa attempted to sell the property. In this regard, she consulted Attorney Gilbert Cox, who advised her that she had the power to do so under the will, without the need of any court permission. On his referral, in about February 2001, Vespa listed the property with Century 21/David Craig Properties, at a price of $1,600,000.

In March and April of 2001, the plaintiff, Calumet Corporation, made a series of offers, which Vespa rejected. On April 30, 2001, Calumet reiterated an offer to purchase the property for one million dollars, which Vespa had rejected a few days earlier. This time, the broker brought the offer to Cox, who contacted Vespa by telephone, bringing her brother Thomas into the call as well. According to both Cox’s affidavit and Vespa’s deposition testimony, Vespa directed Cox to sign her acceptance of the offer. Vespa testified that she and Thomas were both reluctant to agree to the deal, considering the price too low, but did so under pressure from Cox, and in response to his statement that an attorney representing their brothers Robert and Donald had told Cox that both were in agreement to the sale at that price. Vespa later concluded that that statement was false, apparently based on a subsequent conversation with Donald as to the timing of his communication with that attorney.5

On Vespa’s behalf, Cox signed the offer form, which is in all pertinent respects indistinguishable from the form used in McCarthy v. Tobin, 429 Mass. 84, 85 (1999). The form set out the material terms of the transaction, including the parties, property, price, closing date, and conditions. It recited, near the bottom, “This is a legal document that creates binding obligations. If not understood, consult an attorney.” The offer form also provided that the parties would, by May 24, 2001, “execute the applicable Standard Form Purchase and Sale Agreement recommended by the Greater Boston Real Estate Board or any form substantially similar thereto, which, when executed, shall be the agreement between the parties hereto.” Vespa, according to her deposition testimony, never actually saw the form that she directed Cox to sign, although she had seen the earlier offers from Calumet on the same form.

After signing the offer form, Cox prepared a standard form purchase and sale agreement. On May 7, 2001, Vespa refused to sign the purchase and sale agreement on the ground that the price was insufficient. Calumet advised Vespa, apparently through Cox, that it wished to proceed. It signed the agreement on May 10, 2001, but Vespa continued to refuse.

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Camulet Corp. v. Vespa ex rel. estate of Lowe, 16 Mass. L. Rptr. 36 (Mass. Ct. App. 2003).

16 Mass. L. Rptr. 36 (Camulet Corp. v. Vespa ex rel. estate of Lowe) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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