Freeman v. Rutland Nurseries, Inc.

14 Mass. L. Rptr. 627
CourtMassachusetts Superior Court
DecidedMay 9, 2002
DocketNo. 001424
StatusPublished

This text of 14 Mass. L. Rptr. 627 (Freeman v. Rutland Nurseries, Inc.) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Freeman v. Rutland Nurseries, Inc., 14 Mass. L. Rptr. 627 (Mass. Ct. App. 2002).

Opinion

Fecteau, J.

This case arises out of an action by Reece Jane Freeman (“the plaintiff’) as Administratrix of the Estate of Ruth Freeman (“the decedent”), her mother. Prior to the plaintiffs appointment as administratrix, the plaintiff and private counsel hired Mary Schmidt (“Schmidt") to administer the Trust left by her father and the estate left by the decedent. During Schmidt’s tenure as administratrix Schmidt hired Rutland Nurseries, Inc. (“the defendant”) to perform landscaping on the decedent’s property. The plaintiff was unhappy with Schmidt and sought to remove Schmidt as administratrix. The plaintiff used the work that the defendant had done on the property as one of the reasons for Schmidt’s removal. The issue of Schmidt’s fitness was litigated in the Probate and Superior Courts.

Schmidt was later removed as administratrix and the plaintiff filed this action against the defendant, alleging breach of contract, unjust enrichment, conversion, consequential damages and 93A violations.

The defendant now moves for summary judgment pursuant to Mass.R.Civ.P. 56 arguing that plaintiffs claims are barred through the doctrine of res judicata because the plaintiff has already litigated the issue of the defendant’s compensation for work done on the property in the actions against Schmidt in the Probate Court and the Superior Court. For the following reasons, defendant’s motion for summary judgment is ALLOWED.

BACKGROUND

The summary judgment record indicates the following facts, considered in the light most favorable to plaintiff as the nonmoving party.

The plaintiff and her brother were each fifty percent beneficiaries of the estate of their mother (“the Estate”). Schmidt was hired by the plaintiff to be the Administratrix of the Estate on January 26, 1994.

In September of 1994, the plaintiff sought to remove Schmidt as Administratrix in Probate Court. The plaintiff’s brother had initial concerns about Schmidt’s work as Administratrix but opposed plaintiffs attempt to remove her. This action followed approximately eight months of contentious interactions between the plaintiff and Schmidt primarily revolving around the home of the decedent. The plaintiff argued that she had a right to live in the home and Schmidt argued that the home belonged to the estate and if the plaintiff wanted to live there she had to pay [628]*628rent. During this time Schmidt made arrangements for the care and maintenance of the premises and the grounds outside it. The plaintiff opined that the services were not sufficient and made arrangements to have the work done at her own expense and without the permission of Schmidt. Even though the plaintiff did not have the permission of Schmidt she sent receipts to Schmidt for reimbursement.

Schmidt hired the defendant as an independent landscaper to maintain the grounds of the premises. The plaintiff thought that the defendant did “a sloppy job”, and hired her own landscapers, Jack Langone and Bartlett Tree Experts.

In addition to those issues surrounding the home and the grounds, other incidents between the plaintiff and Schmidt led to the plaintiffs 1994 petition to remove Schmidt as the administratrix. On October 18, 1995, a justice of the Probate Court denied the plaintiffs motion to dismiss Schmidt as administratrix and found that Schmidt, “acted appropriately, reasonably and impartially in her duties as administratrix despite the hostility of [the plaintiff] against her.”

In November of 1994, the plaintiff also filed an action against Schmidt in Superior Court alleging breach of fiduciary duty, negligence, breach of contract, quantum meruit, infliction of emotional distress, conversion, and illegal eviction. Judge van Gestel allowed in part Schmidt’s motion for summary judgment on Counts V-VIII, citing collateral estoppel and res judicata in light of the Probate judge’s findings on the circumstances surrounding those Counts. Count VIII of that complaint at paragraph 74 alleges that part of Schmidt’s breach was “failing to properly care for and maintain the estate property.” The plaintiff filed an appeal of Judge vanGestel’s ruling but has since taken no action.

The plaintiff then filed this action against the defendant and the defendant now seeks summary judgment.

DISCUSSION

I. Standard of Review

Summary judgment is appropriate when no material facts are in dispute and the moving party is entitled to judgment as a matter of law. Mass.R.Civ.P. 56(c); Highlands Ins. Co. v. Aerovox, Inc., 424 Mass. 226, 232 (1997). The moving party bears the burden of affirmatively demonstrating both the absence of triable issues and its entitlement to judgment as a matter of law. See Pederson v. Time, Inc., 404 Mass. 14, 17 (1989). A party moving for summary judgment who would not bear the burden of proof at trial may demonstrate the absence of triable issues by either submitting affirmative evidence negating an essential element of the nonmoving party’s case or by showing that the nonmoving party would have no reasonable expectation of proving an essential element of its case at trial. Kourouvacilis v. General Motors Corp., 410 Mass. 706, 716 (1991). To overcome a summary judgment motion, the nonmoving party must articulate specific facts establishing the existence of general issues of material facts. Pederson, supra, at 17. Bare assertions or conclusions regarding an individual’s understandings and assumptions are insufficient to withstand a well pleaded motion for summary judgment. Polaroid Corp. v. Rollins Envti. Servs., 416 Mass. 684, 696 (1993).

II. Issue Preclusion

“A fundamental precept of common-law adjudication, embodied in the related doctrines of collateral estoppel and res judicata, is that a ‘right, question, or fact distinctly put in issue and directly determined by a court of competent jurisdiction . . . cannot be disputed in a subsequent suit between the same parties or their privies.’ ”1 Fidler v. E.M. Parker Co., 394 Mass. 534, 539 (1985), quoting, Montana v. United States, 440 U.S. 147, 153 (1979), quoting, Southern Pac. R.R. v. United States, 168 U.S. 1, 48-49 (1968). A player not a party to the first action may use the doctrine of issue preclusion as a defense against a party who was the plaintiff in the first action on issues which were the subject of the judgment in the first case. See Fidler, supra, at 541. Issue preclusion does not “require mutuality of parties, so long as there is an identity of issues, a finding adverse to the party against whom it is being asserted, and a judgment by court or tribunal of competent jurisdiction.” See Miles v. Aetna Cas. & Sur. Co., 412 Mass. 424, 427 (1992), quoting, Martin v. Ring, 401 Mass. 59, 61 (1987). When the above is satisfied the fundamental inquiry then becomes whether the issue on which preclusion is sought has been the product of full and careful deliberation. Id., citing Home Owners Fed. Sav. & Loan Ass’n v. Northwest Fire & Marine Ins. Co., 354 Mass. 448, 455 (1968).

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Related

Southern Pacific Railroad v. United States
168 U.S. 1 (Supreme Court, 1897)
Montana v. United States
440 U.S. 147 (Supreme Court, 1979)
Martin v. Ring
514 N.E.2d 663 (Massachusetts Supreme Judicial Court, 1987)
Fidler v. E. M. Parker Co.
476 N.E.2d 595 (Massachusetts Supreme Judicial Court, 1985)
Pederson v. Time, Inc.
532 N.E.2d 1211 (Massachusetts Supreme Judicial Court, 1989)
Brunson v. Wall
541 N.E.2d 338 (Massachusetts Supreme Judicial Court, 1989)
Polaroid Corp. v. Rollins Environmental Services (NJ), Inc.
624 N.E.2d 959 (Massachusetts Supreme Judicial Court, 1993)
Kourouvacilis v. General Motors Corp.
575 N.E.2d 734 (Massachusetts Supreme Judicial Court, 1991)
Home Owners Federal Savings & Loan Ass'n v. Northwestern Fire & Marine Insurance
238 N.E.2d 55 (Massachusetts Supreme Judicial Court, 1968)
Miles v. Aetna Casualty & Surety Co.
589 N.E.2d 314 (Massachusetts Supreme Judicial Court, 1992)
Highlands Insurance v. Aerovox Inc.
676 N.E.2d 801 (Massachusetts Supreme Judicial Court, 1997)
TLT Construction Corp. v. A. Anthony Tappe & Associates, Inc.
716 N.E.2d 1044 (Massachusetts Appeals Court, 1999)

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Bluebook (online)
14 Mass. L. Rptr. 627, Counsel Stack Legal Research, https://law.counselstack.com/opinion/freeman-v-rutland-nurseries-inc-masssuperct-2002.