St Pierre v. Morin

CourtVermont Superior Court
DecidedNovember 4, 2025
Docket25-cv-744
StatusUnknown

This text of St Pierre v. Morin (St Pierre v. Morin) is published on Counsel Stack Legal Research, covering Vermont Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
St Pierre v. Morin, (Vt. Ct. App. 2025).

Opinion

7ermont Superior Court Filed 11

VERMONT SUPERIOR COURT CIVIL DIVISION Franklin Unit Case No. 25-CV-00744 17 Church Street St. Albans VT 05478 802-524-7993 .vermontjudiciary.org

Melissa St. Pierre et al v. Roberta Morin

ORDER ON MOTION FOR JUDGMENT ON THE PLEADINGS

This matter is before the Court on Defendant Roberta Morin's motion for judgment on the pleadings. Plaintiff Melissa Kay Perley St. Pierre filed this declaratory relief action, both in her

individual capacity and in her capacity as trustee, asking the Court to determine certain rights,

duties, and obligations under two deeds executed by grantor Peter Perley and the Peter E. Perley Trust dated May 23, 2016 ("Trust"). Mr. Perley died on May 31, 2023. The central controversy concerns who has the right, and under what terms, to occupy his former residence, located at 267 West Berkshire Road, in

Enosburg Falls, Vermont ("the Property'). Ms. Morin, who was Mr. Perley's romantic partner when he died, argues that the language of two deeds pertinent to this action deeds from 2016

and 2019 is unambiguous and grants her a life estate. She asks the Court to grant judgment in

her favor. She also argues that the Court should grant judgment in her favor on her counterclaims

related to whether Ms. St. Pierre violated her duties as trustee and who, if anyone, should be

disinherited under the no-contest clause in the Trust. Ms. St. Pierre, who is Mr. Perley's daughter,

trustee of his Trust, and the residuary beneficiary of his Trust, opposes the motion and asks for

judgment in her favor as to interpretation of the 2016 and 2019 deeds. Based on the following, the Court denies Defendant's motion and enters judgment in

Plaintiff's favor only as to the 2016 and 2019 deeds. The Court lacks jurisdiction over the

remaining claims, which must be heard as an initial matter in the Probate Division.

Background Peter E. Perley acquired the Property in 1991. In 2016, Mr. Perley executed a deed with

the following granting clause:

Order Page 1 of 11 25-CV-00744 Melissa St. Pierre et al v. Roberta Morin Peter E. Perley . . . in the consideration of ten and more dollars paid to my full satisfaction by, the Peter E. Perley Trust, dated May 23, 2016, . . . do freely GIVE, GRANT[,] SELL, CONVEY and CONFIRM unto the said Grantee, the Peter Perley Trust, dated May 23, 2016, and its successors and assigns forever, SUBJECT TO A RESERVED ENHANCED LIFE ESTATE OF Peter E. Perley, in a certain piece of land in the Town of Enosburg, County of Franklin, State of Vermont.

Pltf’s Exh. B (“2016 Deed”) (emphasis in original). A “granting clause” is defined as “[t]he words that transfer an interest in a deed or other instrument[.]” Black’s Law Dictionary, granting clause (12th ed. 2024). The following language appears immediately after the legal description of the Property: Grantor, Peter E. Perley, hereby EXCEPTS AND RESERVES unto for and during my natural life the right to possess, occupy, use and control the entire and whole land and premises as freely, fully and exclusively as I might do if the fee title were to remain in myself, with the exclusive right to occupy, use, sell[,] convey, mortgage, gift with or without consideration, lease or encumber part or all of the subject premises in our sole discretion without joinder of the Grantee.

During Grantor’s lifetime, Grantor shall be responsible for payment of all mortgage(s), taxes, utilities, insurance, upkeep and maintenance expenses.

This deed is subordinate to any future mortgage obtained by the Grantor.

Further, this deed gives ROBERTA MORIN a life estate in said residence for as long as she may desire, as long as she resides therein, has no other person residing therein for longer than 30 days in any one (1) calendar year period and she pays all insurance, water, lights, heat, trash, snow removal, groundkeeping, and keeps the property maintained, neat and clean.

2016 Deed. The habendum clause then provides:

TO HAVE AND TO HOLD said granted premises, with all the privileges and appurtenances thereof, to the Grantee, the Peter E. Perley Trust, dated May 23, 2016, and its successors and assigns, to its own use and behoof forever, and I, the said Grantor, Peter E. Perley, for myself and my heirs, executors and administrators, do covenant with the said Grantee the Peter E. Perley Trust, dated May 23, 2016, and its successors and assigns, that until the ensealing of these presents I am the sole owner of the premises, and have good right and title to convey the same in manner aforesaid, that they are FREE FROM EVERY ENCUMBRANCE; except for the above delineated enhanced life estate, existing easements, restrictions and rights of way of record and as aforesaid[.]

Order Page 2 of 11 25-CV-00744 Melissa St. Pierre et al v. Roberta Morin Id. (emphasis in original). A “habendum clause” is defined as “[t]he part of an instrument, such as a deed or will, that defines the extent of the interest being granted and any conditions affecting the grant. “The introductory words to the clause are ordinarily to have and to hold.” Black’s Law Dictionary, habendum clause (12th ed. 2024); see Kipp v. Estate of Chips, 169 Vt. 102, 104 n.1 (1999) (“The habendum clause in a deed typically sets forth the estate to be held by the grantee.”). “While the granting clause actively transfers the land from the grantor to the grantee/s, the habendum clause seeks to describe the type of title that has been granted.” Kipp, 169 Vt. at 104 n.1. In 2019, Mr. Perley executed a second deed regarding the Property. The 2019 Deed is identical to the 2016 Deed except for the language concerning Ms. Morin. In place of the paragraph in the 2016 Deed granting Ms. Morin a life estate, the 2019 Deed states: “The purpose of this deed is to remove the granted life estate to Roberta Morin.” Pltf’s Exh. C (“2019 Deed”). In her motion, Ms. Morin argues that in the 2016 Deed, Mr. Perley reserved an enhanced life estate in the Property for himself, granted a contingent remainder interest in the Property to the Trust, and then separately granted a conventional life estate in the Property to her. According to Ms. Morin, this gift was complete and revocable only with Ms. Morina’s consent when Mr. Perley made it in 2016. Ms. Morin then suggests that in the 2019 Deed, Mr. Perley again reserved an enhanced life estate in the Property for himself, again granted a contingent remainder interest in the Property to the Trust, and failed to unilaterally remove Defendant’s life estate in the Property. Under Ms. Morin’s argument, the attempt to remove her life estate failed, because she did not sign, consent to, or join in the 2019 Deed. Motion at 3–4. Ms. St. Pierre argues that the 2016 Deed effectuated Mr. Perley’s broader estate plans by conveying the Property to the Trust while reserving to himself an enhanced life estate interest. She points to the plain language of the 2016 Deed to argue that the life estate interest Mr. Perley granted to Ms. Morin at that time was a “future expectancy.” Opposition at 3. In 2019, Ms. St. Pierre contends, Mr. Perley validly terminated Ms. Morin’s future expectancy by the creation of a new deed expressly removing the life estate to Ms. Morin. After Mr. Perley died on May 31, 2023, Ms. St. Pierre asked that Mr. Morin vacate the Property. She refused. Plaintiff first filed a case in the Probate Division to clarify the parties’ rights to the Property, but that case was dismissed because the issue of the deed interpretation is a civil matter. Ms. St. Pierre then initiated the instant case. Order Page 3 of 11 25-CV-00744 Melissa St. Pierre et al v. Roberta Morin Mr. Perley amended his Trust at the same time he executed the 2019 deed. In that amendment, he amended his bequest of money to Ms. Morin from $10,000 to $15,000.

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Bluebook (online)
St Pierre v. Morin, Counsel Stack Legal Research, https://law.counselstack.com/opinion/st-pierre-v-morin-vtsuperct-2025.