Dinan v. Marchand

881 A.2d 503, 91 Conn. App. 492, 2005 Conn. App. LEXIS 413
CourtConnecticut Appellate Court
DecidedSeptember 20, 2005
DocketAC 25754
StatusPublished
Cited by4 cases

This text of 881 A.2d 503 (Dinan v. Marchand) is published on Counsel Stack Legal Research, covering Connecticut Appellate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dinan v. Marchand, 881 A.2d 503, 91 Conn. App. 492, 2005 Conn. App. LEXIS 413 (Colo. Ct. App. 2005).

Opinion

Opinion

McLACHLAN, J.

The primary issue in this appeal from probate concerns the admissibility of testimony recounting the specific wording of threats allegedly made to the testator in the days before he executed a codicil to his will. The plaintiff, Althea S. Dinan, alleged that the testator, her husband Albert A. Garofalo, was under the undue influence 1 of his daughter, Anne Patten, *494 when he executed a codicil to his will in anticipation of his marriage to the plaintiff. The codicil republished the will, which devised nothing to the plaintiff. The plaintiff appeals following the judgment of the Superior Court on appeal from the Probate Court, rendered in accordance with the jury verdict in favor of the defendant administrator, Donat C. Marchand. The plaintiff claims that the court, in addition to excluding improperly testimony regarding Patten’s alleged threats, improperly deprived the plaintiff of a final closing argument, instead granting the defendant such argument. We affirm the judgment of the trial court.

At the time the testator executed his will on December 4, 1995, he was a widower with one child, Patten, and three grandchildren. The will named as beneficiaries the testator’s granddaughter, Nicole Toth, Patten, and a residuary trust of which Patten was trustee and Patten and the three grandchildren were beneficiaries. Patten was named executrix of the estate, and Toth was named successor executrix. On December 5, 1997, two days before his marriage to the plaintiff, the testator executed a codicil to his will. It provided in relevant part: “I am executing this instrument in anticipation of my marriage to [the plaintiff] on December 7, 1997 and direct that my marriage subsequent to the execution hereof shall not be construed to revoke my will. . . . Except as [previously] specified [in the codicil], my Will shall continue in full force and effect as executed by me on and dated December 4, 1995, without other or further direct or implied amendment, modification or alteration. I hereby reaffirm and republish my Will subject only to the amendments thereof [in this codicil].” 2 The plaintiff and the testator were married as planned.

*495 The testator died on July 21, 2000, survived by the plaintiff, Patten and his three grandchildren. Patten offered the will and codicil for admission to probate on July 25, 2000. The plaintiff challenged the admission of the instruments, but later withdrew her objections while reserving the right to appeal, at which time the instruments were admitted as the testator’s will. The Probate Court granted the plaintiff’s petition to appeal from the admission of the instruments. Additionally, upon the plaintiffs petition, the Probate Court removed Patten as executrix of the testator’s estate and declined to appoint Toth successor executrix. The Probate Court instead named the defendant, an attorney with no beneficial interest in the estate, as administrator c.t.a., d.b.n. The plaintiff made a timely election against the will as surviving spouse. See General Statutes § 45a-436. 3

The plaintiff appealed to the Superior Court on the ground that the testator executed the codicil to his will “while under the influence, domination and control of Patten, and as a result of this influence, domination and control, unduly and improperly exerted, the will and codicil were not the free and voluntary expression of the testamentary intent of the Decedent.” Trial was *496 held from April 1 to April 8, 2004, following which the jury returned a verdict in favor of the defendant, finding that the will and codicil were executed properly, that the testator had the proper testamentary capacity to execute the codicil and that the codicil was not procured by undue influence. The trial court rendered judgment in accordance with the verdict after denying the plaintiffs motion to set it aside.

I

The plaintiff claims that the trial court improperly excluded testimony by three witnesses relating the wording of threats Patten allegedly made to the testator prior to his execution of the codicil. We reject the plaintiffs demand for a new trial.

“[W]e will set aside an evidentiary ruling only when there has been a clear abuse of discretion. . . . [B]efore a party is entitled to a new trial because of an erroneous evidentiary ruling, he or she has the burden of demonstrating that the error was harmful. . . . The harmless error standard in a civil case is whether the improper ruling would likely affect the result. . . . When judging the likely effect of such a trial court ruling, the reviewing court is constrained to make its determination on the basis of the printed record before it. . . . In the absence of a showing that the [excluded] evidence would have affected the final result, its exclusion is harmless.” (Citation omitted; internal quotation marks omitted.) Kalams v. Giacchetto, 268 Conn. 244, 249-50, 842 A.2d 1100 (2004).

At trial, the plaintiff testified that she was unaware that the testator had executed the codicil until the two shared a conversation on their honeymoon. When counsel for the plaintiff inquired farther as to the conversation, counsel for the defendant objected and the jury *497 was excused. 4 The plaintiff made the following offer of proof:

“[The Plaintiffs Counsel]: Could you . . . tell the court what the conversation was with [the testator] when you found out about the codicil . . . the evening after you got married? . . .

“[The Plaintiff]: He said to me, I made a power of attorney to Nicole and I did a codicil to my will. And I said, how come? And he said, well, in case anything happened to me, he said, I had to give somebody the authority, and I didn’t want to give it to Anne. And he said that Anne raised such holy hell about making a codicil that I had to make the codicil. He said a couple of more things after that, but—

“[The Plaintiffs Counsel]: What else did he say?

“[The Plaintiff]: He said that she threatened him. She wouldn’t come to the wedding. She wouldn’t bring the grandchildren to the wedding. She was never going to see him again. She wouldn’t let the grandchildren have any contact with him or see him. She wouldn’t give him the papers that he needed because there was a problem at the [convalescent home the testator owned]. The state was investigating and the state’s attorney’s office was getting involved.

“[The Plaintiffs Counsel]: She had records of his?

“[The Plaintiff]: Yes, she did.

“[The Plaintiffs Counsel]: And she said she wouldn’t — and he told you that she told him that she wouldn’t give him the records?

“[The Plaintiff]: That’s right. And [the testator’s attorney] had problems getting the documents from her that were needed to protect [the convalescent home] from *498

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Cite This Page — Counsel Stack

Bluebook (online)
881 A.2d 503, 91 Conn. App. 492, 2005 Conn. App. LEXIS 413, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dinan-v-marchand-connappct-2005.