Southport Congregational Church−United Church of Christ v. Hadley

CourtConnecticut Appellate Court
DecidedAugust 19, 2014
DocketAC35289, AC36395
StatusPublished

This text of Southport Congregational Church−United Church of Christ v. Hadley (Southport Congregational Church−United Church of Christ v. Hadley) 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
Southport Congregational Church−United Church of Christ v. Hadley, (Colo. Ct. App. 2014).

Opinion

****************************************************** The ‘‘officially released’’ date that appears near the beginning of each opinion is the date the opinion will be published in the Connecticut Law Journal or the date it was released as a slip opinion. The operative date for the beginning of all time periods for filing postopinion motions and petitions for certification is the ‘‘officially released’’ date appearing in the opinion. In no event will any such motions be accepted before the ‘‘officially released’’ date. All opinions are subject to modification and technical correction prior to official publication in the Connecti- cut Reports and Connecticut Appellate Reports. In the event of discrepancies between the electronic version of an opinion and the print version appearing in the Connecticut Law Journal and subsequently in the Con- necticut Reports or Connecticut Appellate Reports, the latest print version is to be considered authoritative. The syllabus and procedural history accompanying the opinion as it appears on the Commission on Official Legal Publications Electronic Bulletin Board Service and 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 repro- duced and distributed without the express written per- mission of the Commission on Official Legal Publications, Judicial Branch, State of Connecticut. ****************************************************** SOUTHPORT CONGREGATIONAL CHURCH–UNITED CHURCH OF CHRIST v. BETTY ANN HADLEY, COEXECUTOR (ESTATE OF ALBERT L. HADLEY), ET AL. (AC 35289) (AC 36395) Lavine, Sheldon and Bishop, Js. Argued February 20 and May 28—officially released August 19, 2014

(Appeal from Superior Court, judicial district of Fairfield, Radcliffe, J.) John A. Farnsworth, for the appellant in both appeals (plaintiff). Daniel J. Krisch, with whom was Jeffrey F. Gostyla, for the appellee in both appeals (defendant Cheekwood Botanical Garden and Museum of Art). Grant P. Haskell, for the appellees in both appeals (named defendant et al.). James Hogan Love filed a brief for the appellee in AC 35289 (named defendant). Opinion

SHELDON, J. In these appeals involving a disputed application of the doctrine of equitable conversion, the central question is whether certain real property auto- matically passed to the specific devisee of the property under a will upon the death of the decedent when, prior to the decedent’s death, he had entered into a contract to sell the property to a third party. The decedent, Albert L. Hadley, in his last will and testament, specifically devised a residential real property that he owned in Southport to the plaintiff, Southport Congregational Church–United Church of Christ (church). Prior to his death, however, he entered into a contract to sell the property to a third party, Evelyn P. Winn. The decedent died before the closing on the property could take place and before a mortgage contingency clause contained in the sales contract either expired or was waived or fulfilled. The church claims that the Superior Court erred in applying the doctrine of equitable conversion in this case and, on that basis, authorizing the defendant coexecutors of the decedent’s estate, Betty Ann Hadley and Lee Snow, to complete the sale of the property to Winn following the decedent’s death, pursuant to General Statutes § 45a-325.1 The church argues, as it did below, that because it is the specific devisee of the property under the decedent’s will and the decedent’s estate is solvent, the property cannot be sold without its written consent, pursuant to General Statutes § 45a- 428 (b).2 To resolve the church’s claim on appeal, we must determine whether, at the time of the decedent’s death, he retained an ownership interest in the subject property or, under the doctrine of equitable conversion, he retained only an equitable claim to the proceeds from the expected sale of the property, while Winn held title to the property itself. If, at the time of his death, the decedent no longer had an ownership interest in the property, it could not have passed automatically to the church upon his death, and thus the Probate Court, and the Superior Court thereafter, properly ruled that the coexecutors of the estate had the authority to sell the property, pursuant to § 45a-325, without the church’s approval. The church has appealed from the judgment of the Superior Court, asserting that because the contract contained a contingency that had neither expired nor been waived or fulfilled by the time of the decedent’s death, the contract was not subject to specific performance at that time, and, thus, not subject to the doctrine of equitable conversion. We agree with the church that the court improperly applied the doc- trine of equitable conversion to this case, and, thus, that the property passed to the church by operation of law upon the decedent’s death. The Superior Court’s judgments authorizing the sale of the property to Winn without the consent of the church must therefore be reversed.3 The following factual and procedural history is rele- vant to the resolution of the claims raised in these appeals. The decedent owned a residential property at 504 Pequot Avenue in Southport. In his last will and testament dated September 22, 2010, he specifically devised that property to the church. On March 21, 2012, however, the decedent entered into a contract to sell that property to Winn. That transaction did not close prior to the decedent’s death on March 30, 2012. The decedent’s will was admitted to probate in the Surrogate’s Court for the County of New York, New York, on or about May 10, 2012. On June 15, 2012, the coexecutors of the decedent’s estate filed an application with the Probate Court for the district of Fairfield for ancillary jurisdiction based upon the location of the subject property and for authorization to sell the prop- erty, pursuant to § 45a-325, in accordance with the con- tract executed by the decedent prior to his death. Around that same time, Cheekwood Botanical Garden and Museum of Art (Cheekwood) filed a claim that a certain letter from the decedent dated March 6, 2012, was a valid and enforceable codicil to the decedent’s will, under which Cheekwood was to receive the pro- ceeds from the sale of the property. On July 24, 2012, the Probate Court granted the application for ancillary administration, appointed Hadley and Snow as coexec- utors of the decedent’s estate, and granted the applica- tion for authorization to sell the property to Winn for the contract price of $466,000, which funds were to be held in an interest-bearing account until further order of that court. On August 10, 2012, the church filed an appeal from the Probate Court’s July 24, 2012 decree with the Supe- rior Court, wherein it alleged that because it was the specific devisee of the subject property under the dece- dent’s will, and the decedent’s estate was solvent, the coexecutors could not sell the property without its con- sent pursuant to § 45a-428 (b). The church had not consented to the sale. Five days later, on August 15, 2012, the Probate Court amended its July 24, 2012 decree to require the coexecu- tors, under § 45a-428, to obtain the consent of the church before selling the property.4 On September 24, 2012, with the church’s probate appeal from the July 24, 2012 decree still pending, the coexecutors filed an answer, special defense and coun- terclaim in response to the church’s complaint therein. In their counterclaim, the coexecutors sought authori- zation, as they had initially in the Probate Court, to sell the subject property pursuant to § 45a-325.5 Thereafter, on October 5, 2012, the coexecutors filed a separate application with the Superior Court seeking the same relief as they were seeking in their counterclaim, to wit: authorization to sell the property to Winn pursuant to § 45a-325.

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

Related

Heiser v. Morgan Guaranty Trust Co.
192 A.2d 44 (Supreme Court of Connecticut, 1963)
Conboy v. State
974 A.2d 669 (Supreme Court of Connecticut, 2009)
Joyner v. Simkins Industries, Inc.
957 A.2d 882 (Connecticut Appellate Court, 2008)
Phinney v. Rosgen
291 A.2d 218 (Supreme Court of Connecticut, 1971)
Francini v. Town of Farmington
557 F. Supp. 151 (D. Connecticut, 1982)
State v. Curcio
463 A.2d 566 (Supreme Court of Connecticut, 1983)
Francis T. Zappone Co. v. Mark
497 A.2d 32 (Supreme Court of Connecticut, 1985)
Gardner v. Balboni
588 A.2d 634 (Supreme Court of Connecticut, 1991)
Marshall v. Marshall
71 Conn. App. 565 (Connecticut Appellate Court, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
Southport Congregational Church−United Church of Christ v. Hadley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/southport-congregational-churchunited-church-of-christ-v-hadley-connappct-2014.