Mitchell D. Brown v. Diahanne L. Morse

Supreme Judicial Court of Maine·Decided May 28, 2026·No. Wal-25-248·Published·STANFILL, C.J.

Opinion

MAINE SUPREME JUDICIAL COURT Reporter of Decisions Decision: 2026 ME 51 Docket: Wal-25-248 Argued: December 11, 2025 Decided: May 28, 2026

Panel: STANFILL, C.J., and CONNORS, LAWRENCE, DOUGLAS, and LIPEZ, JJ.

MITCHELL D. BROWN

v.

DIAHANNE L. MORSE et al.

STANFILL, C.J.

[¶1] Mitchell D. Brown’s amended complaint asserts seven counts against Diahanne L. Morse, both in her personal capacity and as the representative of the Estate of Tina J. Bowden, relating to the management of the Cecil N. Armstrong, Jr. Living Trust, a trust settled by Brown’s and Bowden’s late stepfather. Morse appeals from an order of the Superior Court (Waldo County, Billings, J.) that (1) granted Brown’s motion to voluntarily dismiss several of the claims in the amended complaint, (2) denied Morse’s motion to dismiss the complaint for lack of subject-matter jurisdiction, (3) dismissed Morse’s counterclaims as moot, and (4) concluded that “[t]he partial summary judgment previously entered by this court is now a final judgment in this matter in favor of [Brown] against [Morse].” Because the court’s order did not resolve

all of the claims in Brown’s amended complaint, it is not a final judgment. We therefore dismiss Morse’s appeal as interlocutory.

I. BACKGROUND

[¶2] In January 2021, Brown filed a four-count complaint against Morse, as the representative of Bowden’s estate, alleging that when Bowden was alive and acting as trustee, she had breached fiduciary duties, engaged in self-dealing, and invalidly amended the trust instrument to appoint Morse as the successor trustee.1 Brown requested damages, declaratory and injunctive relief to void Bowden’s appointment of Morse, and the appointment of an independent successor trustee. In her answer to the complaint, Morse denied the substance of Brown’s allegations, raised a series of affirmative defenses, and asserted counterclaims, ostensibly on behalf of the trust, for tortious interference with a contract and slander of title regarding real estate owned by the trust.

[¶3] In April 2021, Brown moved to amend the complaint to add counts against Morse individually, alleging fraud (Count 5) and negligence (Count 6) related to her service as trustee, and to request a declaration naming Brown as the proper trustee (Count 7). In April 2022, before the court ruled on the motion to amend, Brown moved for partial summary judgment, requesting a

1Brown pleaded claims of breach of trust (Count 1), tortious interference with an expectancy of inheritance (Count 2), undue influence (Count 3), and improvident transfer of title (Count 4).

declaration by the court that “Brown is the nominated [t]rustee of the [trust]” and that “Morse is not, and has never been[,] the trustee.” Brown did not tie anything in the motion to any specific counts in the complaint.

[¶4] After an additional delay in the proceedings, the court held a hearing on May 1, 2023, to address the pending motions. Later that month, the court granted Brown’s motion to amend, and in June, Morse filed an answer to the amended complaint that restated her counterclaims.

[¶5] As a result of the pleadings summarized above, there were seven counts in the complaint and two counterclaim counts pending as of June 2023.

[¶6] On December 21, 2023, the court entered an order granting partial summary judgment for Brown. Specifically, the court declared that Mitchell D. Brown is the nominated [t]rustee of the [trust], and

[t]hat the document entitled First Amendment to the [trust] is void ab initio, and that any actions taken in reliance upon the document have been taken without the authority to act on behalf of the [t]rust, and

[t]hat Diahanne L. Morse is not, and has never been[,] the trustee of the [trust].

Morse filed a variety of post-order motions, each of which the court denied. She also appealed from the court’s partial summary judgment order, but we dismissed her appeal as interlocutory. Brown then moved for sanctions

pursuant to M.R. Civ. P. 11(a)(6), asserting that Morse’s post-order motions were frivolous and filed only to cause delay. The court denied Brown’s motion.

[¶7] On January 22, 2025, Brown moved to voluntarily dismiss “Count II, Count III, Count IV, and that portion of Count I that claims a breach of fiduciary duty by the Defendant without prejudice.” In response, Morse argued that dismissal should be with prejudice rather than without. Morse also moved to dismiss the complaint for lack of subject-matter jurisdiction, arguing that this dispute lies within the exclusive jurisdiction of the Probate Court.

[¶8] On April 29, 2025, the court entered an order purporting to constitute its “final judgment in this matter.” In the order, the court granted Brown’s motion to dismiss Counts 2, 3, and 4 and part of Count 1 without prejudice, and it denied Morse’s motion to dismiss the complaint for lack of subject-matter jurisdiction. It then attempted to resolve all of the remaining claims in one fell swoop:

The partial summary judgment previously granted by this court makes [Morse’s] counterclaims MOOT. With [Brown’s] other claims now having been dismissed, there are no remaining issues before this court to be adjudicated. The partial summary judgment previously entered by this court is now a final judgment in this matter in favor of [Brown] against [Morse]. [Brown] is granted his costs.

Any pending motions not previously addressed by this court are deemed moot.

The court’s order did not mention Counts 5, 6, or 7 of Brown’s amended complaint. On May 19, 2025, Morse filed a notice of appeal. See 14 M.R.S. § 1851 (2026); M.R. App. P. 2B(c)(1).

[¶9] On July 17, 2025, Brown filed a motion in this Court seeking, among other things, to sanction Morse and her attorney for various forms of alleged misconduct. See M.R. Civ. P. 11(a)(6); M.R. App. P. 13(f). We informed the parties that we would consider the request for sanctions along with the merits of the appeal.

[¶10] Before we held oral argument in this matter, we noted that the trial court’s “final judgment in this matter” did not appear to have disposed of Counts 5 and 6 of the amended complaint. Accordingly, we directed the parties to “be prepared to address at oral argument whether Morse’s appeal is interlocutory and, if it is, whether any exception to the final judgment rule applies.” See, e.g., Bank of N.Y. v. Richardson, 2011 ME 38, ¶ 7, 15 A.3d 756 (“Whether or not a party has argued the issue, we consider sua sponte whether a matter is properly before us on appeal from a final judgment.”). We now dismiss the appeal as interlocutory.

II. DISCUSSION

[¶11] Brown and Morse assert that the court’s April 29 order constituted a final judgment. In the alternative, they urge us to reach the merits of Morse’s appeal under an exception to the final judgment rule. We conclude that the order was not a final judgment and that none of the exceptions apply.

[¶12] “The long-standing final judgment rule requires that, with limited exceptions, a party may not appeal a decision until a final judgment has been rendered in the case.” Xamplas v. Xamplas, 2025 ME 92, ¶ 16, 347 A.3d 1000 (quotation marks omitted). A court order constitutes a final judgment only if it “fully decides and disposes of the entire matter pending before the court, leaving no questions for the future consideration and judgment of the court.” Id. (alteration and quotation marks omitted); see M.R. Civ. P. 54(b)(1). Accordingly, an order that “does not adjudicate all of the claims of all of the parties does not terminate the action as to any of the claims or parties, is not a final judgment, and is generally not appealable.” O’Connor v. Counseling Servs., Inc., 2008 ME 114, ¶ 3, 951 A.2d 78 (quotation marks omitted); see also Alexander, Maine Appellate Practice § 303 at 218 (6th ed. 2022) (“The most common basis for dismissal of appeals under the final judgment rule is a failure to resolve all pending claims, including counterclaims.”).

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