Federated Mutual Insurance Company v. Peterson's Oil Service, Inc.

CourtCourt of Appeals for the First Circuit
DecidedSeptember 8, 2025
Docket24-1660
StatusPublished

This text of Federated Mutual Insurance Company v. Peterson's Oil Service, Inc. (Federated Mutual Insurance Company v. Peterson's Oil Service, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Federated Mutual Insurance Company v. Peterson's Oil Service, Inc., (1st Cir. 2025).

Opinion

United States Court of Appeals For the First Circuit

No. 24-1660

FEDERATED MUTUAL INSURANCE COMPANY,

Plaintiff, Appellant,

v.

PETERSON'S OIL SERVICE, INC.; HOWARD WOOD PETERSON, JR.; KRISTEN PETERSON HALUS; SHEENA MARANDINO; SEAN MARANDINO; NANCY CARRIGAN; CLAIRE FREDA; KELLEY FREDA; ALICE HART; ROBERT F. HART; TORRE MASTROIANNI; and CONGREGATION BETH ISRAEL OF WORCESTER,

Defendants, Appellees.

APPEAL FROM THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MASSACHUSETTS

[Hon. Denise J. Casper, U.S. District Judge]

Before

Montecalvo and Aframe, Circuit Judges, and Vélez-Rivé,* District Judge.

Charles E. Spevacek, with whom Alexander V. Tibor, Meagher & Geer, P.L.L.P., Eric B. Hermanson, Austin D. Moody, and White and Williams LLP, were on brief, for appellant.

Louis M. Ciavarra, with whom AiVi Nguyen, Jared A. Fiore, Brian J. Edmonds, and Prince Lobel Tye LLP, were on brief, for appellees Peterson's Oil Service, Inc., Howard Wood Peterson, Jr.,

* Of the District of Puerto Rico, sitting by designation. and Kristen Peterson Halus.

Jeffrey S. Strom, with whom John Regan, Regan Strom, P.C., Edward Foye, and Arrowood LLP, were on brief, for appellees Sheena Marandino, Sean Marandino, Nancy Carrigan, Claire Freda, Kelley Freda, Alice Hart, Robert F. Hart, Torre Mastroianni, and Congregation Beth Israel of Worcester.

September 8, 2025 MONTECALVO, Circuit Judge. Plaintiff-appellant

Federated Mutual Insurance Company ("Federated") appeals the

district court's adverse summary judgment rulings in this

declaratory judgment suit. Federated had sought a declaratory

judgment saying that it had no duty to defend or indemnify its

insured, defendant-appellee Peterson's Oil Service, Inc.

("Peterson's"), in an ongoing Massachusetts state court class

action brought by aggrieved Peterson's customers. Federated

asserted that coverage was foreclosed under the terms of Peterson's

insurance policy because Peterson's knew about the underlying

state court suit before coverage commenced. The district court

disagreed and denied summary judgment for Federated regarding its

duty to defend, then granted partial summary judgment to Peterson's

on the issue. It determined that, because Peterson's did not know

about all of the damage alleged in the state case before the

coverage period began, basic principles of insurance law required

Federated to defend the entire suit. We agree that Federated has

a duty to defend and, therefore, we affirm.

I. Factual and Procedural Background

This case arises from an ongoing Massachusetts state

class action. See Marandino v. Peterson’s Oil Serv., Inc., No.

1985-CV-0792 (Mass. Super. Ct.). In March 2019, customers of

Peterson's served the company with a demand letter and complaint

alleging that, beginning in 2012, Peterson's had added biodiesel

- 3 - fuel to the home heating oil it sold them in proportions that

exceeded industry standards and harmed their heating equipment.

The state plaintiffs alleged that Peterson's knew about the harm

caused by the high biodiesel content because the company's service

department had received multiple customer complaints about the

biodiesel-enriched oil and, in February 2019, Howard Peterson, Jr.

(Peterson's owner) had been confronted with allegations about the

defective oil on a local TV news program. The state court

eventually certified a class comprised of two subclasses: one of

customers who received heating oil containing more than five

percent biodiesel from 2012 to February 2019, and another of

customers who received such heating oil from March 2019 to the

"present."

Federated had not insured Peterson's in March 2019 when

Peterson's first received notice of the suit. Rather, Federated

first insured Peterson's under policies that went into effect on

July 5, 2019. The insurance policies relevant to this dispute

include a Commercial General Liability ("CGL") policy and an

umbrella policy. The CGL policy imposes on Federated a "duty to

defend the insured against any 'suit' seeking" "damages because of

. . . 'property damage' to which this insurance applies."

However, the policy only covers "property damage" that "occurs

during the policy period" if, "[p]rior to the policy period, no

insured . . . knew that the . . . 'property damage' had occurred,

- 4 - in whole or in part" (the "known loss" provision). "Property

damage" under the policy is caused by an "occurrence," which is

defined as "an accident, including continuous or repeated exposure

to substantially the same general harmful conditions." If the

insured "knew, prior to the policy period, that the . . . 'property

damage' occurred, then any continuation, change or resumption of

such . . . 'property damage' during or after the policy period

will be deemed to have been known prior to the policy period" (the

"loss-in-progress" provision). In addition, the insured is

"deemed" to know that property damage occurred when the insured

"[r]eceives a written or verbal demand or claim for damages because

of the . . . 'property damage'" or "[b]ecomes aware by any other

means that . . . 'property damage' has occurred or has begun to

occur" (the "deemer" clause). The umbrella policy, for its part,

provides additional insurance limits for property damage that is

covered by the CGL policy.

In September 2021, Peterson's asked Federated to defend

it in the state class action. Federated refused, citing the known

loss and loss-in-progress provisions and the "deemer" clause.

Federated interpreted those provisions to relieve it of its

obligation to provide Peterson's with a defense because Peterson's

knew about the state case before coverage commenced.

In April 2022, Federated initiated this diversity action

in the federal district court in Massachusetts seeking a

- 5 - declaration that it had no duty to defend or indemnify Peterson's

in the state case. Federated also named some of the state

plaintiffs as defendants: Sheena Marandino; Sean Marandino; Nancy

Carrigan; Claire Freda; Kelley Freda; Alice Hart; Robert F. Hart;

Torre Mastroianni; and Congregation Beth Israel of Worcester

(collectively, "claimants").1

In November 2022, claimants filed a counterclaim in the

district court seeking a declaratory judgment "that [Federated] is

obligated to pay for all damages [claimants] and the Class are

awarded in the [state court action]," treble damages under

Massachusetts consumer protection law, and attorney's fees.

Federated moved for summary judgment. On September 21,

2023, the district court partially granted and partially denied

the motion. It determined that the plain language of the known

loss and loss-in-progress provisions meant that "if [Peterson's]

w[as] aware of property damage that began prior to July 5, 2019

. . . , there is no coverage for any continuation of that damage

during the policy period." It determined that Peterson's was aware

of damage suffered by the class of customers who received heating

oil prior to July 5, 2019 (the start of the policy period) by

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Federated Mutual Insurance Company v. Peterson's Oil Service, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/federated-mutual-insurance-company-v-petersons-oil-service-inc-ca1-2025.