Kemon v. Boudreau

CourtConnecticut Appellate Court
DecidedJune 29, 2021
DocketAC42918, AC42919
StatusPublished

This text of Kemon v. Boudreau (Kemon v. Boudreau) 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
Kemon v. Boudreau, (Colo. Ct. App. 2021).

Opinion

*********************************************** The “officially released” date that appears near the be- ginning of each opinion is the date the opinion will be pub- lished in the Connecticut Law Journal or the date it was released as a slip opinion. The operative date for the be- ginning of all time periods for filing postopinion motions and petitions for certification is the “officially released” date appearing in the opinion.

All opinions are subject to modification and technical correction prior to official publication in the Connecticut Reports and Connecticut Appellate Reports. In the event of discrepancies between the advance release version of an opinion and the latest version appearing in the Connecticut Law Journal and subsequently in the Connecticut Reports or Connecticut Appellate Reports, the latest version is to be considered authoritative.

The syllabus and procedural history accompanying the opinion as it appears 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 reproduced and distributed without the express written permission of the Commission on Official Legal Publica- tions, Judicial Branch, State of Connecticut. *********************************************** KENNETH S. KEMON v. KENNETH BOUDREAU, EXECUTOR (ESTATE OF ELIZABETH LEE KEMON BOUDREAU), ET AL. (AC 42918) KENNETH KEMON v. KENNETH BOUDREAU, EXECUTOR (ESTATE OF ELIZABETH LEE KEMON BOUDREAU), ET AL. (AC 42919) Alvord, Moll and Alexander, Js.

Syllabus

The plaintiff, S, and his sister, E, were beneficiaries of a trust, executed by their father. E was the original trustee until her death in 2016, when the defendant K became the successor trustee. Upon E’s death, K repre- sented to S that the trust’s assets had been fully disbursed to S and E, but for $50,000 that had been set aside in a lawyers’ trust account as a litigation reserve. Thereafter, the Probate Court approved an accounting submitted by K in 2016. Subsequently, S appealed to the Superior Court in 2017 from the probate order approving the 2016 accounting, claiming that the 2016 accounting was incomplete. In addition, S commenced a separate action in 2018 in the Superior Court, with similar claims to the probate appeal, but he also included claims asserting breach of trust, breach of the implied covenant of good faith and fair dealing, breach of fiduciary duty, and tortious interference with an expectation of inheri- tance in counts two, three, four and six against K for his actions involving the payment of various fees and the $50,000 litigation reserve. The cases were consolidated for trial, and the trial court rendered judgment for the defendants in each case. Held: 1. The trial court erred in determining that S had abandoned counts two, three, four, and six at trial in the Superior Court action on the basis of statements by S’s counsel made during closing argument, as S adequately advanced counts two, three, four, and six at trial for the court’s consider- ation: during closing argument, S’s counsel identified punitive damages in the form of attorney’s fees as one of S’s requests for relief predicated on K’s alleged ‘‘wilful, wanton conduct,’’ counts two, three, four, and six were supported by allegations that K had engaged in ‘‘wilful, wanton’’ conduct, and, collectively, counsel’s statements implicated the allega- tions pleaded by S in support of those counts concerning K’s conduct; moreover, the trial court’s articulation addressing counts two, three, four, and six must be disregarded, as the articulation was inconsistent with the memorandum of decision in which the trial court originally disposed of those counts only on the ground that S had abandoned them, and the articulation instead improperly addressed the merits of all or some of S’s claims. 2. The trial court erred in rendering judgment in favor of K in the probate appeal, as S’s receipt of an accounting in 2018 satisfied the relief he was pursuing in his probate appeal during its pendency; because there was no practical relief that the court could have granted him, the court was deprived of subject matter jurisdiction over the probate appeal, and, accordingly, the court’s lack of subject matter jurisdiction necessitated a judgment of dismissal rather than a judgment for the defendants on the merits and, therefore, the form of the judgment was improper. Argued February 11—officially released June 29, 2021

Procedural History

Action, in the first case, for an order to compel an accounting of a trust, and for other relief, brought to the Superior Court in the judicial district of Hartford, and an appeal, in the second case, from an order of the Probate Court approving an accounting, brought to the Superior Court in the judicial district of Hartford, where the cases were consolidated and transferred to the Com- plex Litigation Docket and tried to the court, Mou- kawsher, J.; judgments for the named defendant et al., from which the plaintiff filed separate appeals to this court. Reversed in part; new trial in Docket No. AC 42918; improper form of judgment; reversed; judg- ment directed in Docket No. AC 42919. E. James Loughlin, for the appellant in each case (plaintiff). Charles D. Ray, with whom, on the brief, were James E. Regan and Angela M. Healey, for the appellees in each case (named defendant et al.). Opinion

MOLL, J. These consolidated appeals arise from a dispute between the plaintiff, Kenneth S. Kemon, who is a trust beneficiary, and the defendant Kenneth Bou- dreau, who is, among other things, the executor of the estate of the deceased trustee, Elizabeth Lee Kemon Boudreau (trustee). With respect to Docket No. AC 42918, the plaintiff appeals from the judgment of the trial court rendered in favor of the defendant1 on the plaintiff’s amended complaint. On appeal, the plaintiff claims that the court improperly concluded that (1) he had abandoned at trial counts two, three, four, and six of his amended complaint, and (2) to the extent that the court addressed, in a postappeal articulation, the merits of his breach of fiduciary duty claim set forth in count four of his amended complaint, the court improperly determined that there was no evidence in the record demonstrating that the defendant breached any duty owed to the plaintiff. We agree with the plain- tiff that the court committed error in concluding that he had abandoned the aforementioned counts of his amended complaint. Accordingly, we reverse in part the judgment rendered in AC 42918. With respect to Docket No. AC 42919, the plaintiff appeals from the judgment of the court rendered for the defendant in the plaintiff’s appeal from a probate order approving an accounting. On appeal, the plaintiff claims that the court incorrectly rendered judgment in the defendant’s favor notwithstanding that the probate appeal had been rendered moot. We conclude that the probate appeal became moot during its pendency, at which point the court was divested of subject matter jurisdiction over it. We further conclude that the form of the judgment is improper because the court’s lack of subject matter jurisdiction necessitated a judgment dismissing the pro- bate appeal, rather than a judgment for the defendant on the merits. Accordingly, we reverse the judgment rendered in AC 42919. The following facts and procedural history are rele- vant to our resolution of these consolidated appeals. On December 21, 2009, Solon B. Kemon, the plaintiff’s father (grantor), executed an inter vivos trust (trust). The trust named Elizabeth Lee Kemon Boudreau, the plaintiff’s sister, as the trustee. The plaintiff and the trustee were the primary beneficiaries of the trust.

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Bluebook (online)
Kemon v. Boudreau, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kemon-v-boudreau-connappct-2021.