Kevin Bennett v. Angela Steliga, individually and personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013

CourtSupreme Court of Rhode Island
DecidedSeptember 12, 2023
Docket22-74
StatusPublished

This text of Kevin Bennett v. Angela Steliga, individually and personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013 (Kevin Bennett v. Angela Steliga, individually and personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Kevin Bennett v. Angela Steliga, individually and personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013, (R.I. 2023).

Opinion

Supreme Court

No. 2022-74-Appeal. (PC 20-7250)

(Concurrence and Dissent begin on Page 42)

Kevin Bennett et al. :

v. :

Angela Steliga, individually and : personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013, et al.

NOTICE: This opinion is subject to formal revision before publication in the Rhode Island Reporter. Readers are requested to notify the Opinion Analyst, Supreme Court of Rhode Island, 250 Benefit Street, Providence, Rhode Island 02903, at Telephone (401) 222-3258 or Email opinionanalyst@courts.ri.gov, of any typographical or other formal errors in order that corrections may be made before the opinion is published. Supreme Court

Angela Steliga, individually and : personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013, et al.

Present: Suttell, C.J., Goldberg, Robinson, and Long, JJ.

OPINION

Chief Justice Suttell, for the Court. The defendants, Angela Steliga,

individually and personally and as trustee of The Angela M. Steliga Living Trust

dated January 14, 2013, and The Angela M. Steliga Living Trust dated January 14,

2013 (Steliga and the trust, respectively), appeal from a Superior Court judgment in

favor of the plaintiffs, Kevin Bennett and Elizabeth Pawlson, following the Superior

Court’s grant of summary judgment on count one and count three of the plaintiffs’

complaint.1 This case came before the Supreme Court pursuant to an order directing

1 Steliga and the trust are both defendants in this case. However, we mostly refer to them separately throughout this opinion, rather than collectively as “defendants.”

-1- the parties to appear and show cause why the issues raised in this appeal should not

be summarily decided. After considering the parties’ written and oral submissions

and reviewing the record, we conclude that cause has not been shown and that this

case may be decided without further briefing or argument. For the reasons set forth

in this opinion, we affirm in part and vacate in part the judgment of the Superior

Court.

I

Facts

This appeal centers on the proposed purchase and sale of property located at

63 Patterson Avenue, Warren, Rhode Island (the property). Unless otherwise noted,

these facts are undisputed.

On June 18, 2020, Steliga listed the property for sale in her capacity as trustee

of the trust.2 The trust owned and held title to the property; Steliga had no claim of

ownership or title to it as an individual. Steliga hired Ron Rupp as her real estate

agent for the sale and listing.

Around the same time, plaintiffs engaged real estate agent Tammy Bass to

help them find and purchase a home in Rhode Island. They placed an offer on the

property and Steliga submitted a counteroffer, which plaintiffs accepted. The parties

2 All dates referenced herein occurred in 2020, unless otherwise indicated.

-2- signed a purchase and sales agreement (P&S) for the property on July 18. The

plaintiffs paid a deposit of $31,250 and set the closing date for September 30.

The parties executed two key documents in connection with the sale: the

seller’s disclosure and the P&S. Rupp prepared the seller’s disclosure and Bass

prepared the P&S, both using standard forms created by the Rhode Island

Association of Realtors.

The seller’s disclosure form listed the “Seller” of the property as “Angela M.

Steliga.” The form also indicated that the property was to be conveyed by trustee’s

deed. Bass used this information from the seller’s disclosure form to prepare the

P&S. When she drafted the P&S, Bass “mimicked the name that Mr. Rupp provided

on the sales disclosures” to populate the space designated for the seller’s name. At

the time, Bass knew that the deed was to be conveyed by the trustee and “[she]

assumed that Mr. Rupp would have put the correct name on the sales disclosures

* * *.” Accordingly, Bass listed the “Seller” on the P&S as “Angela M. Steliga.”

Steliga signed her name on the P&S in the space designated for the “Seller.”

The P&S contained two important contingencies. First, a mortgage

contingency: “[The P&S] is subject to Buyer obtaining a commitment letter issued

by an institutional mortgage lender or mortgage broker (‘Lender’) on or before

08/17/2020,” according to certain specified terms.

-3- Second, an inspections contingency, which allowed the buyer ten days “to

conduct and complete inspections, obtain inspection reports, deliver to Seller or

Listing Licensee any and all requests relating to inspections, obtain Seller’s

response, and resolve all such requests with Seller in writing or this contingency

shall be deemed waived.” The inspections contingency also stated in relevant part,

“Buyer may terminate this [P&S] by sending written notice of termination to Seller

or Listing Licensee” for several listed reasons; for example, if “Buyer is not satisfied

with the results of the inspections[.]” (Emphasis added.) However, the next

subsection provided that “[i]f Buyer fails to deliver such written notice of

termination, this Contingency shall be deemed waived and Buyer will forfeit

Buyer’s right to terminate this [P&S] based on the Inspections Contingency.”

(Emphasis added.)

The written notice requirement contained in the inspections contingency

extended to the entire P&S. The document provided in relevant part, “All notices as

required in specific Sections of this [P&S] shall be in writing”; and “This [P&S] may

not be changed, modified, or amended in whole or in part except in writing, signed

by all parties.” (Emphasis added.)

Once the parties signed the P&S, an inspection of the property was conducted

on July 28 with plaintiffs, Bass, and Rupp all present. After the inspection, plaintiffs

compiled a list of requested repairs for Steliga, which they drafted into a repair

-4- addendum. With the repair addendum, plaintiffs prepared an amendment to the

P&S, which proposed adding a $5,500 credit to plaintiffs’ closing costs.3 Bass

explained that the closing credit was proposed as a means to help plaintiffs pay for

the requested repairs, if Steliga elected not to pay for them herself.

The plaintiffs signed the repair addendum on July 31; Steliga did not. The

events following Steliga’s decision not to sign the repair addendum are disputed.

Three witnesses were deposed—Steliga, Rupp, and Bass—each providing his or her

own account.

To begin, Steliga explained that the last time she was involved in a purchase

and sale of real property was in 1992, when she and her husband, now deceased,

purchased the Patterson Avenue home and her husband had handled everything. She

conceded that she was only “[s]omewhat” familiar with the process of selling a home

and understood that she would “have to hire a real estate broker.” Steliga confirmed

that Rupp advised her throughout the entire sale process, and she stated that she did

not retain an attorney until the end of July, after she had signed the P&S.

Steliga explained that she did not sign the repair addendum after the home

inspection because she did not wish to pay for any repairs. Steliga’s deposition,

3 Our references herein to “the repair addendum” encompass both the repair addendum and the amendment, “amendment A,” as it is referred to in the record, because these documents were drafted simultaneously and intended to amend the P&S in tandem.

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Kevin Bennett v. Angela Steliga, individually and personally and as Trustee of The Angela M. Steliga Living Trust dated January 14, 2013, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kevin-bennett-v-angela-steliga-individually-and-personally-and-as-trustee-ri-2023.