Jalbert v. Mulligan

CourtConnecticut Appellate Court
DecidedSeptember 23, 2014
DocketAC35824
StatusPublished

This text of Jalbert v. Mulligan (Jalbert v. Mulligan) 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
Jalbert v. Mulligan, (Colo. Ct. App. 2014).

Opinion

****************************************************** The ‘‘officially released’’ date that appears near the beginning of each opinion is the date the opinion will be published in the Connecticut Law Journal or the date it was released as a slip opinion. The operative date for the beginning of all time periods for filing postopinion motions and petitions for certification is the ‘‘officially released’’ date appearing in the opinion. In no event will any such motions be accepted before the ‘‘officially released’’ date. All opinions are subject to modification and technical correction prior to official publication in the Connecti- cut Reports and Connecticut Appellate Reports. In the event of discrepancies between the electronic version of an opinion and the print version appearing in the Connecticut Law Journal and subsequently in the Con- necticut Reports or Connecticut Appellate Reports, the latest print version is to be considered authoritative. The syllabus and procedural history accompanying the opinion as it appears on the Commission on Official Legal Publications Electronic Bulletin Board Service and in the Connecticut Law Journal and bound volumes of official reports are copyrighted by the Secretary of the State, State of Connecticut, and may not be repro- duced and distributed without the express written per- mission of the Commission on Official Legal Publications, Judicial Branch, State of Connecticut. ****************************************************** BRUCE K. JALBERT ET AL. v. LAWRENCE R. MULLIGAN ET AL. (AC 35824) Keller, Mullins and Schaller, Js. Argued May 21—officially released September 23, 2014

(Appeal from Superior Court, judicial district of Waterbury, Shapiro, J.) Lawrence R. Mulligan, self-represented, with whom appeared Paul E. Pollock and Dov Braunstein, for the appellant (named defendant). Benjamin M. Wattenmaker, with whom, on the brief, was John M. Wolfson, for the appellees (plaintiffs). Opinion

KELLER, J. The defendant, Lawrence R. Mulligan, appeals from the judgment, rendered after a court trial, in favor of the plaintiffs, Bruce K. Jalbert and Pamela D. Jalbert.1 On appeal, he challenges as clearly errone- ous the trial court’s findings as to (1) the assumption of a defense by Chicago Title Insurance Company (Chi- cago Title), (2) the barter agreement between the par- ties, and (3) his retention of $135,000 for legal fees allegedly incurred. He further claims that (4) the barter agreement between the parties is unenforceable, (5) a pleading deficiency bars recovery under the Connecti- cut Unfair Trade Practices Act, General Statutes § 42- 110a et seq. (CUTPA), and (6) the court’s erroneous findings of fact ‘‘result in clearly erroneous judgments against’’ him. We affirm the judgment of the trial court. The following relevant findings of fact are set forth in the court’s detailed memorandum of decision. ‘‘The [plaintiffs] are husband and wife. Pamela Jalbert did not graduate from high school and received a [general equivalency diploma]. Bruce Jalbert is a carpenter. The defendant acted as the plaintiffs’ attorney between 1995 and 2008, [working on matters that included] real estate transactions. He represented them when they pur- chased their home at 35 Tolstoy Lane in Southbury for $295,000 in 2004. On the defendant’s recommendation, they purchased title insurance from [Chicago Title]. The defendant also handled Bruce Jalbert’s father’s estate, including probate work and real estate transactions. ‘‘The defendant was a close personal friend of the [plaintiffs]. He testified that he and his wife and the [plaintiffs] ‘were about as close as you would deem family.’ . . . During a ten year period, they had dinner together, socialized at one another’s homes, and trav- eled together. When they purchased their home in 2004, the [plaintiffs] were aware that a neighboring owner, Jean Elin, of 39 Tolstoy Lane, had an easement for a right-of-way over their land. . . . Pamela Jalbert described it as a passway to a summer cottage, to be used for three weeks to three months out of the year, which was not to be widened or maintained. In 2005, after friends of the [plaintiffs] learned of an issue con- cerning rights to use Tolstoy Lane and, as a result, decided not to purchase 39 Tolstoy Lane, the [plaintiffs] asked the defendant to represent them concerning the easement issue. ‘‘To compensate the defendant for his legal services, the [plaintiffs] and the defendant agreed to a barter system, contingent on whether Chicago Title provided representation to the [plaintiffs]. They agreed that if Chicago Title did not provide representation, the parties would exchange Bruce Jalbert’s construction work for the defendant’s legal services. If Chicago Title did pro- vide representation, then the defendant would pay for Bruce Jalbert’s work. This agreement was not put in writing. ‘‘Between 2005 and 2007, Bruce Jalbert worked on several renovation projects for the defendant, at proper- ties located in Connecticut, New York and Rhode Island. The undisputed value thereof was $84,750. . . . ‘‘Elin sold 39 Tolstoy Lane to Warren Enterprises, LLC (Warren Enterprises), in May, 2006. Warren Enterprises sued the [plaintiffs] in November, 2006, seeking access to Tolstoy Lane over the plaintiffs’ property (Warren Enterprises litigation). . . . After receiving the suit papers, the defendant contacted Chicago Title and then told Pamela Jalbert that Chicago Title’s claims represen- tative informed [him] that Chicago Title was not going to provide representation for the [plaintiffs]. As a result, Mrs. Jalbert asked the defendant to represent them. He represented them at court appearances in December, 2006, and February, 2007. ‘‘After the second appearance in February, 2007, the defendant informed the plaintiffs that Chicago Title had hired Attorney Neil Marcus of the law firm of Cohen & Wolf, P.C., ‘to help him.’ . . . In fact, by letter dated March 8, 2007 . . . Chicago Title informed the defen- dant that it had retained Marcus to defend the [plain- tiffs], and that it would not be responsible for any fees or expenses of any other counsel. Marcus filed an appearance for the [plaintiffs] in the Warren Enterprises litigation, in lieu of the defendant, in March, 2007, to defend the [plaintiffs] against all counts of the com- plaint in that matter. . . . The defendant did not pro- vide Chicago Title’s letter to the [plaintiffs], and they saw it only after the Warren Enterprises litigation was settled in April, 2008, and after they had commenced suit against the defendant in this matter. ‘‘In May, 2007, the defendant asked the plaintiffs for $85,000 from Bruce Jalbert’s father’s trust (the trust), in order to show Chicago Title that the plaintiffs had paid the defendant for his work. According to the defen- dant, he could not show Chicago Title that he had been paid by Bruce Jalbert’s work.2 The defendant agreed to hold the $85,000 in an escrow account, to be returned to the trust after the settlement of the Warren Enterprises litigation. . . . [T]he trust provided the $85,000, which the [plaintiffs] provided to the defendant by personal check. . . . The defendant did not return these funds. ‘‘Prior to Marcus’ appearance, the defendant filed no pleadings in the Warren Enterprises litigation. Marcus filed pleadings after he appeared. Marcus then worked with opposing counsel, who also had been retained by a title insurance company, to settle the Warren Enter- prises litigation. No depositions were taken and no motion practice occurred. As part of the settlement, Warren Enterprises received a parcel on the north side of the [plaintiffs’] property for use as a driveway, and the [plaintiffs] received a parcel as a buffer zone so that their neighbors could not build near the [plaintiffs’] house. Also, $50,000 each was paid by Chicago Title and First American Title Insurance Company, Warren Enterprises’ title company.

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