McDonald v. McDonald

157 A.3d 702, 171 Conn. App. 519, 2017 Conn. App. LEXIS 74
CourtConnecticut Appellate Court
DecidedMarch 14, 2017
DocketAC38289
StatusPublished

This text of 157 A.3d 702 (McDonald v. McDonald) 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
McDonald v. McDonald, 157 A.3d 702, 171 Conn. App. 519, 2017 Conn. App. LEXIS 74 (Colo. Ct. App. 2017).

Opinion

SHELDON, J.

The plaintiff, Paul T. McDonald, appeals from the summary judgment rendered in favor of the defendants, Francis M. McDonald, James E. McDonald, John J. McDonald and Vincent J. McDonald, all of whom are his brothers, and David J. McDonald, LLC, a limited liability company organized by his nephew. On appeal, he claims that the trial court improperly concluded that his claim for partition of certain real property jointly owned by all of the parties was barred by res judicata because (1) the previous judgment that was relied upon by the trial court as having said preclusive effect was not a final judgment and (2) his right to partition is absolute. We affirm the judgment of the trial court.

The trial court set forth the following relevant procedural history in its memorandum of decision granting the defendants' motion for summary judgment. "In his complaint [in this action], the plaintiff, Paul T. McDonald, alleges that he and the defendants ... own, as tenants in common, real property located in Middlebury, Connecticut, on the north side of Route 64, known as 2328 Middlebury Road, consisting of an unsubdivided, irregularly shaped 17.35 acre parcel of residentially zoned land. He alleges that the parcel contains an older house in poor condition, that a portion of the parcel is leased to a swim club, and that that portion produces income to pay the taxes and other expenses of the property.

"The plaintiff alleges that he holds a 3/21 or one-seventh interest therein, and that the defendants own the balance of the interests therein, in either 3/21, 4/21, or 1/10 interests. The complaint is pleaded in three counts, in which the plaintiff seeks, respectively, partition in kind, partition by sale, and partition by equitable distribution.

"In support of the[ir] motion [for summary judgment], the defendants argue that the plaintiff's three counts are barred by res judicata. This argument is premised on a previous partition action brought in this court by the plaintiff, McDonald v. McDonald, Docket No. UWY-CV-11-6011618 (first action). In the first action, the plaintiff sought only a partition by sale. He did not seek partition in kind.

"The first action was tried before this court in November, 2012. At trial, the plaintiff and another witness testified and exhibits were presented. The court viewed the property at issue in that action, including the property which is the subject of the current complaint, 1 in the presence of the parties, on December 4, 2012.

"After review of the parties' posttrial briefs in the first action, the court issued a memorandum of decision, dated January 28, 2013 (decision), finding that the plaintiff had not met his burden of proof. [The court found that the plaintiff failed to present any evidence that a physical division of the property was impractical or inequitable, or that a partition by sale would better promote the owners' interests than a partition in kind. The court thus declined the plaintiff's request for a partition by sale and judgment] was entered for the defendants. The plaintiff did not appeal the court's decision." (Footnotes altered.)

On September 17, 2013, the plaintiff filed this action seeking partition of 2328 Middlebury Road. In his three count complaint, he asked that the property be partitioned, in kind, by sale or by equitable distribution. He essentially reiterated in this complaint the allegations from his complaint in the first action, but asserted three causes of action purporting to seek three possible alternative modes of partition.

The defendants moved for summary judgment 2 on the ground that the plaintiff's action was barred by the doctrine of res judicata because the claims asserted herein were litigated, or could have been litigated, in the first action. In response, the plaintiff argued that the doctrine of res judicata did not apply because his right to partition is absolute, the first action did not result in a final judgment that had any preclusive effect on this action, and the doctrine of res judicata is "not a hard and fast doctrine but one which must give way when the mechanical application would frustrate other social policies."

On August 18, 2015, the court granted summary judgment in favor of the defendants, finding that the plaintiff's action was barred by the doctrine of res judicata. In so doing, the court explained: "[I]n the first action, the plaintiff litigated to conclusion his claims about several parcels, including that at issue here, resulting in a final judgment, from which the plaintiff took no appeal. No further determination of the matter litigated was required in connection with the first action." On that basis, the court rejected the plaintiff's claim that the first action had not concluded with a final judgment.

The court further reasoned: "Comparison of the operative complaint and the judgment in the first action to the plaintiff's three count complaint in this action clearly shows that the transactional test for the application of res judicata has been met. The factual underpinnings of the current claims and those that were actually litigated in the first action are the same, in that the plaintiff brought and litigated through trial and judgment a prior partition action concerning the same property. It is apparent that the plaintiff's claims, all of which relate to the same group of facts comprising the 'transaction,' i.e., the parties' ownership of the property at issue, actually were or could have been brought in the first action.... While the plaintiff could have sought partition in kind in the first action, he expressly pleaded that it would be impractical or inequitable. In this action, he again seeks partition by sale, which he sought in the first action....

"On balance, the fact that the plaintiff had a complete opportunity, in the first action, to vindicate his right to partition, must be taken into account. In the first action, he intentionally adopted a restricted strategy concerning partition, both in terms of the relief he sought, and the evidence he chose to present. The defendants went to trial and judgment was rendered in their favor. The fact that the plaintiff did not emerge from the first action with a judgment of partition was entirely as a result of his own voluntarily undertaken approach." (Citations omitted; footnote omitted.) This appeal followed.

Although the plaintiff does not challenge the trial court's determination that he litigated or had the opportunity to litigate his claims for partition in the first action, he argues that the judgment rendered in that action was not a final judgment that precludes him from raising his claims for partition again. He also claims that the trial court in the first action improperly deprived him of his absolute right to partition and that the absolute nature of that right prevents the application of res judicata to this action. We disagree.

We first set forth the applicable standard of review and governing legal principles. " Practice Book § 17-49 provides that summary judgment shall be rendered forthwith if the pleadings, affidavits and any other proof submitted show that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law. In deciding a motion for summary judgment, the trial court must view the evidence in the light most favorable to the nonmoving party....

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Powell v. Infinity Insurance
922 A.2d 1073 (Supreme Court of Connecticut, 2007)
Wilcox v. Willard Shopping Center Associates
544 A.2d 1207 (Supreme Court of Connecticut, 1988)
In re Shamika F.
773 A.2d 347 (Supreme Court of Connecticut, 2001)
Labow v. Labow
796 A.2d 592 (Connecticut Appellate Court, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
157 A.3d 702, 171 Conn. App. 519, 2017 Conn. App. LEXIS 74, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdonald-v-mcdonald-connappct-2017.