HENNEMAN-TODMAN v. JOHNSON

2025 V.I. 10
CourtSupreme Court of The Virgin Islands
DecidedApril 15, 2025
DocketSCT-CIV-2022-0038
StatusPublished
Cited by1 cases

This text of 2025 V.I. 10 (HENNEMAN-TODMAN v. JOHNSON) is published on Counsel Stack Legal Research, covering Supreme Court of The Virgin Islands primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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HENNEMAN-TODMAN v. JOHNSON, 2025 V.I. 10 (virginislands 2025).

Opinion

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IN THE SUPREME COURT OF THE VIRGIN ISLANDS

ALANI HENNEMAN-TODMAN ) S. Ct. Civ. No. 2022-0038 Appellant/Plaintiff, ) Re: Super. Ct. Civ. No. 583/2019 (STT) ) V ) ) SHERYL O’BRYAN-JOHNSON, TRUSTEE, ) ELSA D. O’BRYAN REVOCABLE TRUST ) Appellee/Defendant ) )

On Appeal from the Superior Court of the Virgin Islands Division of St. Thomas and St. John Superior Court Judge: Hon. Sigrid M. Tejo

Considered: November 12, 2024 Filed: April 15, 2025

BEFORE RHYS S. HODGE, Chief Justice, MARIA M. CABRET, Associate Justice; and IVE ARLINGTON SWAN, Associate Justice

APPEARANCES

Joseph Caines, Esq Law Offices of Joseph Caines, P.C St. Thomas, V.1I. 00803 Attorney for Appellant

Jessica Tully, Esq Tully Law, PLLC St. Thomas, V.I. 00803 Attorney for Appellee

OPINION OF THE COURT

CABRET, Associate Justice

q 1 Appellant, Alani Henneman-Todman (“Henneman-Todman’’) appeals from the June 14

2022, memorandum opinion and order of the Superior Court, which disqualified Attorney Joseph Henneman-Todman v. O'Bryan-Johnson 2025 VI 10 S. Ct. Civ. No. 2022-0038 Opinion of the Court Page 2 of 13

Caines from representing Henneman-Todman and a June 10, 2022 order that denied her request to

amend her complaint in her action against Appellee, Sheryl O’Bryan-Johnson (“O’Bryan

Johnson”). For the reasons stated below, we dismiss the appeal for lack of jurisdiction

I FACTUAL AND PROCEDURAL BACKGROUND

42 In 2001, Elsa O’Bryan (“Mrs. O’Bryan’”) created the Elsa D. O’Bryan Revocable Trust to

plan for the administration of her estate. Mrs. O’ Bryan owned Parcel No. 1-15 Estate Wintberg,

located on St. Thomas and comprised of two units: 1-15A and 1-15B. With the assistance of

Attorney Joseph Caines, she transferred the property into the trust and named herself as trustee

and her eldest child, Sheryl O’Bryan-Johnson, as successor trustee. The trust provided that upon

the death of Mrs. O’Bryan, “the Trustee shall distribute the trust property outright to the

beneficiaries,” who are Mrs. O’Bryan’s three children: Sheryl O’Bryan-Johnson, Carol O’Bryan

Henneman, and James A. O’Bryan, Jr

q3 In 2014, due to a decline in her health, Mrs. O’Bryan required full-time care, so her

granddaughter, Alani Henneman-Todman, who also resided on St. Thomas, agreed to move into

Unit 1-15B to care for her ailing grandmother. According to Henneman-Todman, she reached an

agreement with her maternal aunt, O’Bryan-Johnson, that in return for taking care of Mrs

O’Bryan, Henneman-Todman could continue to live in Unit 1-15B after Mrs. O’Bryan’s passing

However, Unit 1-15B of the Wintberg property was in disrepair and Henneman-Todman allegedly

' Section 7.2 of the Elsa D. O’Bryan Revocable Trust states that “[u]pon the death of the Settlor, the Trustee shall distribute the trust property outright to the beneficiaries.” Section 7.1 lists the beneficiaries of the Trust as Sheryl O'Bryan-Johnson, Carol O’ Bryan-Henneman, and James A. O’ Bryan, Jr. Section 7.1 further provides that “[i]f one child fails to survive the Settlor, the trust property shall be equally divided and given to the two surviving children. If two children predecease the Settlor, all of the trust property shall be given to the surviving child. Ifnone of the Settlor’s children survives the Settlor, the property shall be given to her grandchildren.’ Henneman-Todman v, O’Bryan-Johnson 2025 VI 10 S. Ct, Civ. No. 2022-0038 Opinion of the Court Page 3 of 13

spent significant sums of her personal funds to update and renovate the unit so that she could move

in to care for her grandmother, who resided in the other unit

44 On April 27, 2019, Mrs. O’Bryan passed away and O’Bryan-Johnson listed the Wintberg

property for sale in accordance with her role as successor trustee of the Elsa D. O’ Bryan Revocable

Trust.? On October 16, 2019, Henneman-Todman filed suit in the Superior Court of the Virgin

Islands, Division of St. Thomas and St. John against O’Bryan-Johnson, not individually but as

trustee of the Elsa D. O’Bryan Revocable Trust, alleging that O’Bryan-Johnson violated the

agreement to allow Henneman-Todman to live in Unit 1-15B after Mrs. O’Bryan’s death

Specifically, Henneman-Todman brought several contract, tort and equitable claims’ against

O’Bryan-Johnson seeking compensatory damages and restitution. In response, O’ Bryan-Johnson

moved to dismiss the case and disqualify Attorney Joseph Caines as counsel for Henneman

Todman, claiming that Attorney Caines had a conflict of interest due to his responsibilities to his

former client, Mrs. O’Bryan, as the attorney that drafted the Elsa D. O’Bryan Revocable Trust

Henneman-Todman countered that Attorney Caines did not have a conflict of interest because Mrs

O’Bryan was not a current client of Attorney Caines, and the suit was intended to be solely against

O’Bryan-Johnson

* Article XI of the Elsa D. O’Bryan Revocable Trust defines the powers of the trustee. Section 11.4 states that “(a]ny successor Trustee shall succeed as Trustee with like effect as though originally named in this Instrument as such. All authority and powers conferred upon the original Trustee hereunder shall pass to any successor Trustee.” Section 11.2, in relevant part, provides that “the Trustee is authorized, in her discretion...to sell, with or without notice, on such terms and conditions and at such time or times as the Trustee shall determine, the whole [sic] [p]ortion or portions of any property, real or personal, which may at any time form part of the Trust Estate.” Under Section 11.2, O’Bryan Johnson was within her rights as successor trustee to list the property for sale

* Henneman-Todman sued O’Bryan-Johnson for (1) breach of contract; (2) conversion; (3) fraud; (4) negligent misrepresentation; (5) fraudulent misrepresentation; and (6) unjust enrichment and sought a judgment against O’Bryan-Johnson for compensatory damages and restitution Henneman-Todman vy. O’Bryan-Johnson 2025 VI 10 S. Ct. Civ. No. 2022-0038 Opinion of the Court Page 4 of 13

45 On December 8, 2021, the Superior Court held a status conference to address the pending

motions in the case, including O’Bryan-Johnson’s motion to disqualify Attorney Caines. O’Bryan

Johnson argued that Attorney Caines’ representation of Henneman-Todman was “a very clear

violation of [the] duties owed to former clients” because Attorney Caines was “the family

attorney” and “now is coming forward to represent a third party against the trust” when it is

“likely” that he will be needed to testify as a witness. Attorney Caines, on behalf of Henneman

Todman, argued that he did not have a conflict of interest sufficient to disqualify him because his

knowledge about the trust did not give him any advantage in his representation of Henneman

Todman since Mrs. O’Bryan’s intent was clearly stated in the trust document. Furthermore,

Attorney Caines countered that he was not seeking to invalidate the trust, and just intended to sue

O’Bryan-Johnson individually because she breached the agreement she made with Henneman

Todman. At the close of the hearing, Attorney Caines asked the Superior Court “to amend the

complaint to make it clear that the cause of action is against Mrs. O’Bryan-Johnson in her

individual capacity” and not in her role as trustee. The Superior Court denied the oral motion and

directed Attorney Caines to file a motion in writing, which he filed on December 21, 2021

46 On June 14, 2022, the Superior Court granted O’Bryan-Johnson’s motion to disqualify

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2025 V.I. 10, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henneman-todman-v-johnson-virginislands-2025.