Flaherty v. Baybank Merrimack Valley, N.A.

808 F. Supp. 55, 1992 U.S. Dist. LEXIS 15877, 1992 WL 359816
CourtDistrict Court, D. Massachusetts
DecidedSeptember 23, 1992
DocketCiv. A. 91-11516-Z
StatusPublished
Cited by15 cases

This text of 808 F. Supp. 55 (Flaherty v. Baybank Merrimack Valley, N.A.) is published on Counsel Stack Legal Research, covering District Court, D. Massachusetts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Flaherty v. Baybank Merrimack Valley, N.A., 808 F. Supp. 55, 1992 U.S. Dist. LEXIS 15877, 1992 WL 359816 (D. Mass. 1992).

Opinion

MEMORANDUM OF DECISION

ZOBEL, District Judge.

Thirteen individuals, related either by blood, marriage, or close friendship, invested in a number of condominium units hoping to cash in on the real estate boom of the mid-1980s. Unfortunately, the real estate tides turned in the late 1980s, and the investments went sour. Alleging numerous violations of state and federal law, 1 the plaintiffs have brought suit against everyone involved in the transactions — the developers of the units, the brokers, the mortgagee banks, and the closing attorneys. Pending before this Court are several dis-positive motions filed by defendants.

*59 The following facts are undisputed unless otherwise noted. Audrey L. Kravetz, a licensed real estate broker and now also an attorney, worked for a long period of time in the offices of plaintiff Frederick J. Sheehan, Sr. (“Attorney Sheehan”). 2 Because of the close working environment in the offices, Audrey Kravetz came to know other employees of Attorney Sheehan, including plaintiff Jane Marshall, his longtime secretary and paralegal, and Barbara Sheehan, his employee and sister-in-law. Attorney Sheehan has been a practicing attorney for forty years. Although he concentrated on wills, trusts and estate planning and administration, Attorney Sheehan has for a period of five years represented approximately three mortgagees per month in real estate closings.

In April 1987, Audrey Kravetz purchased for investment purposes two condominium units at Pemberton Estates Condominiums in Dracut, Massachusetts. After learning of her investment, Attorney Sheehan, his secretary Jane Marshall, and her daughter Maureen Leonard each decided to purchase a unit. 3 This was not Attorney Sheehan’s first venture into the real estate market. He had previously purchased three other properties for investment purposes.

A few months later, Audrey Kravetz purchased another investment unit at Carriage Hill Estates in Amesbury, Massachusetts. Soon afterward, Attorney Sheehan, his son Michael Sheehan, Jane Marshall, and Maureen Leonard each purchased a unit at Carriage Hill. 4 In October 1987, Audrey Kravetz informed Attorney Sheehan and others 5 of investment possibilities at Concord Green Condominiums in Concord, New Hampshire. In late January and early February 1988, Attorney Sheehan, Frederick Sheehan, Jr., John and Barbara Sheehan, Jane Marshall, Michael Norton, Brian Flaherty, and Catherine Flaherty each closed on a Concord Green unit. 6 Audrey Kravetz received approximately $50,000 in commissions from sales of all of the units.

The plaintiffs used a number of different banks to finance the various transactions. They hoped to hold the units for one or two years at most and then sell at a profit. However, the market declined, they were unable to sell, and the banks called for payment on the loans. Plaintiffs responded by bringing suit against the banks, the brokers, the developers, and the closing attorneys. They allege that all participated in a massive scheme to defraud them into purchasing overvalued condominium units.

The Closing Attorneys

Plaintiffs have sued each of the closing attorneys involved in the seventeen separate transactions. 7 The crux of the allegations against the attorneys is that they failed to disclose to plaintiffs on the settlement sheets the true value of the units and plaintiffs’ actual equity positions in the units, that they misstated the monies actually paid at closing by plaintiffs, and that they sanctioned other irregularities in the *60 transactions. Plaintiffs claim fraud, negligence and violations of various state consumer statutes. 8 Each attorney has moved to dismiss or for summary judgment on all counts.

The attorneys’ liability for fraud 9 and negligence necessarily depends on whether they owed a duty to the plaintiffs. See Royal Business Group, Inc. v. Realist, Inc., 933 F.2d 1056, 1064 (1st Cir.1991) (under Massachusetts law, “there can be no actionable claim of fraud for failure to disclose in the absence of a duty to disclose”); Zeller v. Cantu, 395 Mass. 76, 478 N.E.2d 930, 935 n. 8 (1985). Plaintiffs assert two theories giving rise to such a duty.

First, they argue that an “implied” attorney-client relationship existed between the plaintiffs and their respective closing attorneys. An attorney-client relationship need not be express between parties. Such a relationship may be implied “ ‘when (1) a person seeks advice or assistance from an attorney, (2) the advice or assistance sought pertains to matters within the attorney’s professional competence, and (3) the attorney expressly or impliedly agrees to give or actually gives the desired advice or assistance____’” DeVaux v. American Home Assurance Co., 387 Mass. 814, 444 N.E.2d 355, 357 (1983) (quoting Kurtenbach v. TeKippe, 260 N.W.2d 53, 56 (Iowa 1977)). The third element may, in appropriate cases, “ ‘be established by proof of detrimental reliance, when the person seeking legal services reasonably relies on the attorney to provide them and the attorney, aware of such reliance, does nothing to negate it.’” Id.

The record, viewed in the light most favorable to the plaintiffs, does not show that an implied attorney-client relationship existed between plaintiffs and their respective closing attorneys. There is no dispute that the attorneys were hired by the lender banks to represent the banks at the closings. Although plaintiffs did pay the attorneys’ fees, as is customary in the industry, they do not allege that in doing so they believed that they were thereby hiring these attorneys to serve them at the closing.

Furthermore, the actions of neither the plaintiffs nor the attorneys at the closing show any intention to create such a relationship. For the most part, the first and only time that the closing attorneys met the various plaintiffs was the day of the closing. The attorneys presented and explained the documents and facilitated the closing. Plaintiffs never questioned the attorneys regarding any of the figures in the closing documents, including the ones they now challenge, and simply signed where told. They claim, nonetheless, to have relied on the attorneys' to assure them that the transaction was proper and that the closing documents were accurate.

Based on this record, no implied attorney-client relationship existed. “To imply an attorney-client relationship ... the law requires more than an individual’s subjective, unspoken belief that the person with whom he is dealing, who happens to be a

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Bluebook (online)
808 F. Supp. 55, 1992 U.S. Dist. LEXIS 15877, 1992 WL 359816, Counsel Stack Legal Research, https://law.counselstack.com/opinion/flaherty-v-baybank-merrimack-valley-na-mad-1992.