Lamberton v. Lamberton

197 Conn. App. 240
CourtConnecticut Appellate Court
DecidedMay 5, 2020
DocketAC42587
StatusPublished

This text of 197 Conn. App. 240 (Lamberton v. Lamberton) 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
Lamberton v. Lamberton, 197 Conn. App. 240 (Colo. Ct. App. 2020).

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. *********************************************** LANCE LAMBERTON ET AL. v. REARDEN LAMBERTON ET AL. (AC 42587) Elgo, Bright and Flynn, Js.

Syllabus

The plaintiffs appealed to this court from the judgment of the Superior Court, which affirmed the order of the Probate Court awarding the defendant L, the nominated executor of the estate of the decedent, A, legal fees incurred in the defense of A’s will, pursuant to statute (§ 45a- 294). The plaintiffs, who are the son and grandson, respectively, of A, objected to L’s petition to admit A’s will to probate. On appeal to this court, the plaintiffs claimed that the Superior Court erred in finding that a nominated executor in a will not yet admitted to probate has standing to seek reimbursement of legal fees prior to being appointed executor by the Probate Court and abused its discretion in awarding legal fees prior to a hearing on the merits of an objection to the will submitted to probate. Held: 1. The Superior Court properly found that L had standing as the nominated executor to request legal fees prior to the admission to probate of A’s will: pursuant to § 45a-294, the Probate Court had jurisdiction to award an executor expenses incurred in defending a will, even if that will was not admitted to probate; moreover, the plaintiffs failed to identify precedential authority supporting their contention that an executor must be appointed by the Probate Court in order to have standing to seek reimbursement of legal fees, and the plaintiffs’ suggestion that a nonap- pointment would strip the nominated executor of the right to seek reimbursement of fees would render the critical language of § 45a-294 meaningless; furthermore, L had fiduciary duties both to file the will with the Probate Court and to endeavor to procure its admission and, thus, L’s duties were not inferior to those of an executor appointed by the Probate Court. 2. The Superior Court did not abuse its discretion in awarding legal expenses to L in the amount awarded by the Probate Court; the plaintiffs failed to provide notice to the Superior Court, either in their stipulated facts or their reasons for the appeal, that they were challenging the amount of fees the Probate Court had issued, nor was the Superior Court apprised that the plaintiffs sought a de novo hearing on the reasonable- ness of such fees. Argued January 8—officially released May 5, 2020

Procedural History

Appeal from an order of the Probate Court for the district of Stamford awarding legal fees to the named defendant, brought to the Superior Court in the judicial district of Stamford-Norwalk and tried to the court, Hon. Kenneth Povodator, judge trial referee; judgment affirming the Probate Court’s order, from which the plaintiffs appealed to this court. Affirmed. Terence J. Gallagher, with whom, on the brief, was Patrick L. Poeschl, for the appellants (plaintiffs). Paul Greenan, for the appellee (named defendant). Opinion

FLYNN, J. The plaintiffs, Lance Lamberton and Roark Lamberton-Davies, appeal from the Superior Court’s judgment in a de novo appeal from an order of the Probate Court for the district of Stamford awarding the defendant Rearden Lamberton,1 the nominated execu- tor,2 legal fees incurred in the defense of a will in Pro- bate Court, pursuant to General Statutes § 45a-294. The plaintiffs claim that the Superior Court (1) erroneously found that a nominated executor in a will not yet admit- ted to probate has standing to seek reimbursement of fees prior to being appointed as an executor by the Probate Court while a will contest is pending and (2) abused its discretion in awarding the fees prior to the conclusion of a hearing on the merits of an objection to the writing submitted to probate. The Superior Court concluded that, ‘‘to the extent that the parties effectively were seeking a declaratory ruling as to the ability or standing of a [nominated] executor to seek interim reimbursement of expenses incurred in defending a will submitted to probate, prior to its admission to probate, and the ability of the [nomi- nated] executor to seek an allowance against future expenses for that same purpose, all under the provi- sions of . . . § 45a-294, the court has determined that notwithstanding the ongoing nature of the proceeding, the [nominated] executor has standing and a right to seek such reimbursement on an interim basis.’’ The court further found that ‘‘the [nominated] executor also has a right to seek an allowance against future expenses for that same purpose.’’ The court also decided that ‘‘the plaintiffs either can be perceived to have conceded (not challenged) the issue of reasonableness, or can be deemed to have waived any claim of unreasonableness’’ of the legal fees awarded. We conclude that the court properly decided that § 45a-294 permits the award of legal fees as a reasonable expense incurred by a nominated executor to defend a will prior to admission of the will to probate. We further conclude that, in light of the reasons for appeal to the Superior Court and the paucity of the stipulation of facts, the court properly decided that the plaintiffs waived or conceded the issue of their reasonableness. The parties agreed to the following stipulation of undisputed facts for the purposes of appeal to the Supe- rior Court from the decree of the Probate Court: ‘‘Adelle Lincoln Alessandroni died on December 23, 2016, and was domiciled in the [judicial] district of [Stamford- Norwalk] . . . at the time of her death. . . . [The defendant] is Adelle Alessandroni’s grandson, and is the executor named in her will. . . . On or about January 6, 2017, The Greenan Law Firm, LLC, on behalf of [the defendant], filed a petition with the Stamford Probate Court to admit Adelle Alessandroni’s will to probate. . . . Lance Lamberton, who is the son of Adelle Ales- sandroni, objected to the will on various grounds. . . . Roark Lamberton-Davies, who is the son of Lance Lam- berton and grandson of Adelle Alessandroni, also joined in making objections to the will. . . . Due to these objections, [Adelle] Alessandroni’s will has not yet been admitted, and litigation remains ongoing. . . . No other wills have been submitted to the Probate Court. . . . On August 14, 2017, [the defendant], through coun- sel, filed a motion for payment of attorney’s fees and costs associated with defending the will in the Probate Court. That motion was subsequently amended on Sep- tember 12, 2017, to seek approval of $18,058 for all attorney’s fees and costs to date. . . .

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Cite This Page — Counsel Stack

Bluebook (online)
197 Conn. App. 240, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lamberton-v-lamberton-connappct-2020.