Culwick v. Wood

CourtCourt of Appeals for the Second Circuit
DecidedMay 27, 2025
Docket23-1174
StatusUnpublished

This text of Culwick v. Wood (Culwick v. Wood) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Culwick v. Wood, (2d Cir. 2025).

Opinion

23-1174-cv Culwick v. Wood

UNITED STATES COURT OF APPEALS FOR THE SECOND CIRCUIT

SUMMARY ORDER RULINGS BY SUMMARY ORDER DO NOT HAVE PRECEDENTIAL EFFECT. CITATION TO A SUMMARY ORDER FILED ON OR AFTER JANUARY 1, 2007, IS PERMITTED AND IS GOVERNED BY FEDERAL RULE OF APPELLATE PROCEDURE 32.1 AND THIS COURT’S LOCAL RULE 32.1.1. WHEN CITING A SUMMARY ORDER IN A DOCUMENT FILED WITH THIS COURT, A PARTY MUST CITE EITHER THE FEDERAL APPENDIX OR AN ELECTRONIC DATABASE (WITH THE NOTATION “SUMMARY ORDER”). A PARTY CITING TO A SUMMARY ORDER MUST SERVE A COPY OF IT ON ANY PARTY NOT REPRESENTED BY COUNSEL.

At a stated term of the United States Court of Appeals for the Second Circuit, held at the Thurgood Marshall United States Courthouse, 40 Foley Square, in the City of New York, on the 27th day of May, two thousand twenty-five.

PRESENT: JOSEPH F. BIANCO, BETH ROBINSON, SARAH A. L. MERRIAM, Circuit Judges. _____________________________________

VIVIENNE CULWICK, AS ADMINISTRATOR OF THE ESTATE OF STEVEN ELIOT WOOD,

Plaintiff-Counter-Defendant-Appellee,

v. 23-1174-cv

ANDRAE E. WOOD, AKA ANDRAE E. KIPIN,

Defendant-Counter-Claimant-Appellant. _____________________________________

FOR DEFENDANT-COUNTER- ANTHONY J. PROSCIA (Adam M. Marshall, on CLAIMANT-APPELLANT: the brief), Kaufman Dolowich LLP, New York, New York. FOR PLAINTIFF-COUNTER- PERRY S. FRIEDMAN, New York, New York. DEFENDANT-APPELLEE:

Appeal from the judgment of the United States District Court for the Eastern District of

New York (Eric N. Vitaliano, Judge).

UPON DUE CONSIDERATION, IT IS HEREBY ORDERED, ADJUDGED, AND

DECREED that the judgment of the district court, entered on July 19, 2023, is AFFIRMED.

Defendant-Counter-Claimant-Appellant Andrae E. Wood (“Wood’) appeals the award of

summary judgment in favor of Plaintiff-Counter-Defendant-Appellee Vivienne Culwick, as

Administratrix of the Estate of Steven Eliot Wood (the “Estate”), on the Estate’s breach of contract

claim, the denial of summary judgment in Wood’s favor on that same claim, and the award of

damages against Wood in the sum of $924,818.35, plus post-judgment interest. We assume the

parties’ familiarity with the underlying facts, procedural history, and issues on appeal, to which

we refer only as necessary to explain our decision to affirm.

BACKGROUND

The Estate alleges that, in 2013, after the death of her former husband Steven Eliot Wood

(the “Decedent”), Wood wrongfully accepted annuity and pension benefits from the Decedent’s

prior employment based upon her designation as the primary beneficiary on certain forms executed

in 1984 (the “Designation Forms”). According to the second amended complaint, Wood waived

her right to these benefits in the Property Settlement Agreement (the “PSA”) that Wood and the

Decedent entered into at the time of their divorce in 2006, and thus, even though the Decedent

never removed Wood as the primary beneficiary on the Designation Forms, the Decedent’s father

was entitled to those benefits as the contingent beneficiary named in the Designation Forms. Upon

learning that Wood had claimed and accepted the Decedent’s annuity and pension benefits, the

Decedent’s father assigned to Culwick, as administratrix of the Estate, his claims against Wood

2 for the pension and annuity fund benefits. Culwick then brought the instant lawsuit in 2015,

alleging several causes of action against Wood, including a breach of contract claim, and Wood

asserted several counterclaims. Both parties moved for summary judgment.

On May 18, 2019, the district court issued a Memorandum and Order granting summary

judgment in favor of the Estate on the breach of contract claim against Wood and denying Wood’s

cross-motion for summary judgment on that same claim. 1 See generally Culwick v. Wood, 384 F.

Supp. 3d 328 (E.D.N.Y. 2019) (“Culwick I”). In particular, the district court held that: (1) the

Estate had standing to bring the lawsuit; (2) the “probate exception” to federal subject matter

jurisdiction did not apply and the court possessed jurisdiction over the lawsuit; (3) Wood breached

the PSA by accepting the proceeds of the Decedent’s annuity fund and pension plan, and thus, was

liable on the breach of contract claim; and (4) the Decedent’s father was an intended third-party

beneficiary of that agreement, and thus, the Estate’s entitlement to the contractual damages flows

through the father’s assignment of his claim to the Estate. Id. at 337–50.

Pursuant to Federal Rule of Civil Procedure 54(b), Wood moved for reconsideration of the

district court’s order granting summary judgment to the Estate on its breach of contract claim and,

in the alternative, requested that the district court certify an interlocutory appeal from that order,

pursuant to 28 U.S.C. § 1292(b). The district court granted the motion, but only to the extent that,

upon reconsideration, it adhered to its original determination. See generally Culwick v. Wood, No.

15-cv-5868 (ENV) (SMG), 2019 WL 9663013 (E.D.N.Y. Aug. 14, 2019) (“Culwick II”). It also

denied the request for interlocutory certification. Id. at *1.

1 The district court granted summary judgment to Wood on the Estate’s other claims and granted summary judgment to the Estate on Wood’s counterclaims. The district court’s resolution of these claims is not challenged on appeal.

3 On the issue of damages, Magistrate Judge Cheryl L. Pollak issued a Report and

Recommendation (“R&R”) on September 9, 2021, recommending that the Estate be awarded a

total of $908,994.37, which comprised $574,901.24 for the annuity disbursement, plus

$139,255.72 in accumulated pre-judgment interest on that amount; $103,319.43 for the pension

benefit payments; $89,616.00 for attorney’s fees; and $1,901.98 in costs. See generally Culwick

v. Wood, No. 15-cv-5868 (ENV) (CLP), 2021 WL 7906500 (E.D.N.Y. Sept. 9, 2021) (“Culwick

III”). The R&R also recommended that the Estate’s request for pre-judgment interest on the

pension benefit award be denied without prejudice, in order to allow the Estate to provide

additional information regarding that calculation. Id. at *10. The R&R further recommended that

post-judgment interest be awarded. Id. at *12. On October 28, 2022, the district judge issued a

Memorandum and Order, rejecting the objections filed by the parties and adopting the R&R in its

entirety. See generally Culwick v. Wood, No. 15-cv-5868 (ENV) (CLP), 2022 WL 16230836

(E.D.N.Y. Oct. 28, 2022) (“Culwick IV”). On May 15, 2023, after the Estate filed an additional

affidavit, Magistrate Judge Pollak issued another R&R, which recommended that the Estate be

awarded $15,823.98 in pre-judgment interest on the pension benefit award, see generally Culwick

v. Wood, No. 15-cv-5868 (ENV) (CLP), 2023 WL 4490367 (E.D.N.Y. May 15, 2023) (“Culwick

V”), and which was adopted by the district judge, see Dist. Ct. Dkt. Minute Entry July 12, 2023.

This appeal followed.

DISCUSSION

We review de novo the district court’s grant of summary judgment, construing the evidence

in the light most favorable to the non-moving party and drawing all reasonable inferences in her

favor. McElwee v. Cnty. of Orange, 700 F.3d 635, 640 (2d Cir. 2012). “Summary judgment is

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