Trustees of Berwick Academy v. Mahoney

CourtSuperior Court of Maine
DecidedJune 8, 2021
DocketCUMbcd-cv-21-17
StatusUnpublished

This text of Trustees of Berwick Academy v. Mahoney (Trustees of Berwick Academy v. Mahoney) is published on Counsel Stack Legal Research, covering Superior Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trustees of Berwick Academy v. Mahoney, (Me. Super. Ct. 2021).

Opinion

STATE OF MAINE BUSINESS AND CONSUMER COURT CUMBERLAND, ss. Location: Portland DKT. NO. BCD-CIV-2021-0017

TRUSTEES OF BERWICK ACADEMY, ) ) Plaintiff/Counterclaim Defendant, ) ) v. ) ORDER ON COUNTERCLAIM ) DEFENDANT’S MOTION TO ) DISMISS TOM MAHONEY and HEATHER ) MAHONEY, ) ) Defendants/Counterclaim Plaintiffs. )

Plaintiff Trustees of Berwick Academy (the “Academy”) moves to dismiss, pursuant to

M.R. Civ. P. 12(b)(6), the counterclaims brought by defendants Tom Mahoney and Heather

Mahoney (collectively, the “Mahoneys”). 1 The Court has reviewed the counterclaims, the parties’

briefing on the motion, and the applicable law. It grants the motion in part and denies the motion

in part.

LEGAL STANDARD

“A motion to dismiss tests the legal sufficiency of the complaint, the material allegations

of which must be taken as admitted . . . .” Packgen, Inc. v. Bernstein, Shur, Sawyer & Nelson,

P.A., 2019 ME 90, ¶ 16, 209 A.3d 116 (citations omitted). When deciding a motion to dismiss

pursuant to M.R. Civ. P. 12(b)(6), the complaint is viewed “in the light most favorable to the

plaintiff to determine whether it sets forth elements of a cause of action or alleges facts that would

entitle the plaintiff to relief pursuant to some legal theory.” Ramsey v. Baxter Title Co., 2012 ME

1 While the motion to dismiss was pending, the Mahoneys filed an amended answer and counterclaim. The parties and the Court agreed this did not affect the motion to dismiss because the amendments pertained to affirmative defenses in the answer. Therefore, the Court granted the motion to amend the answer and counterclaim but did not require the parties to refile the briefing on the motion to dismiss the counterclaims.

1 113, ¶ 6, 54 A.3d 710 (quotation marks omitted). While the Court must accept as true all well-

pleaded factual allegations in the complaint, it is “not bound to accept the complaint’s legal

conclusions.” Bowen v. Eastman, 645 A.2d 5, 6 (Me. 1994) (citing Robinson v. Washington Cnty.,

529 A.2d 1357, 1359 (Me. 1987)). “A dismissal is only proper when it appears beyond doubt that

[the] plaintiff is entitled to no relief under any set of facts that [it] might prove in support of [its]

claim.” Packgen, 2019 ME 90, ¶ 16, 209 A.3d 116 (alterations in original). A complaint only

needs to consist of a short and plain statement of the claim to provide fair notice of the cause of

action. Johnston v. Me. Energy Recovery Co., Ltd. P’ship, 2010 ME 52, ¶ 16, 997 A.2d 741.

On a motion to dismiss for failure to state a claim, the Court generally cannot consider

documents outside the pleadings without treating the motion as one for summary judgment. See

M.R. Civ. P. 12(b); see also Moody v. State Liquor & Lottery Comm’n, 2004 ME 20, ¶ 8, 843 A.2d

43. However, the Court can consider “official public documents, documents that are central to the

plaintiff’s claim, and documents referred to in the complaint . . . when the authenticity of such

documents is not challenged.” Id. ¶ 11. When the Court does consider such documents, those

documents merge into the pleadings. Id. ¶ 10. In this case, the Re-Enrollment Contract satisfies

the Moody doctrine and thus merges into the pleadings.

FACTUAL ALLEGATIONS

The Mahoneys are parents of a minor child who has attended the Academy every school

year from 3rd to 9th grade. (Mahoneys’ Countercl. ¶¶ 5-6.) As a result of the child’s attendance

as a student for many years at the Academy, the Mahoneys acquired a detailed understanding of

the academic and extracurricular programs provided by the Academy, as well as regarding certain

other services available to students, such as transportation and dining services. (Mahoneys’

Countercl. ¶ 7.) The Mahoneys also acquired a detailed understanding as to the manner and

2 method by which their child would attend the Academy, including without limitation, the fact that

the child would receive in-person instruction for all classes and be able to attend school in-person

and be able to interact with all students, faculty, and staff in the ordinary course. (Mahoneys’

Countercl. ¶ 8.)

In reliance upon their detailed understandings as to the programs and services provided by

the Academy and the manner and method by which such programs and services would be provided

by the Academy, on or about February 4, 2020, the Mahoneys entered into a Re-Enrollment

Contract with the Academy by which they agreed to enroll their child at the Academy as a 10th

grade student during the 2020-21 academic year. (Mahoneys’ Countercl. ¶ 9.) By its terms, the

Re-Enrollment Contract provides for a deadline of June 1, 2020 by which the Mahoneys had the

right to withdraw their daughter from attendance at the Academy and thereby terminate all

payment and other obligations under the Re-Enrollment Contract. (Mahoneys’ Countercl. ¶ 11.)

Pursuant to the terms of the Re-Enrollment Contract, on or about February 4, 2020, the Mahoneys

paid the Academy a $4,230 deposit toward the $42,300 tuition cost provided for by the terms of

the Re-Enrollment Contract. (Mahoneys’ Countercl. ¶ 12.)

At the time the Mahoneys signed the Re-Enrollment Contract for their daughter and paid a

$4,230 deposit, the global COVID-19 pandemic and its resulting impacts upon the Academy’s

operations were wholly unknown. (Mahoneys’ Countercl. ¶ 13.) It was not until mid to late March

2020 that the extent and impact of the pandemic first became understood and the various

“lockdown” and other governmental orders were first issued in Maine and across the Nation.

(Mahoneys’ Countercl. ¶ 13.) Accordingly, at the time the Mahoneys and the Academy entered

into the Re-Enrollment Contract, the impacts of the pandemic upon the Academy’s operations

were unforeseeable and were not a considered factor. (Mahoneys’ Countercl. ¶ 14.) As a

3 consequence of the COVID-19 global pandemic, the Academy was required to alter its operations,

including without limitation, the manner and method by which students, including the Mahoneys’

daughter, would attend the Academy and the manner and method by which services and amenities

would be made available to Berwick Academy students. (Mahoneys’ Countercl. ¶ 15.)

As of the June 1, 2020 withdrawal deadline provided for by the terms of the Re-Enrollment

Contract, the Academy had failed to confirm to the Mahoneys the manner and method by which

students would be taught at the Academy during the 2020-21 academic year, as well as the manner

and method by which services and amenities would be made available to the Academy students

during the 2020-21 academic year. (Mahoneys’ Countercl. ¶ 16.) Among other things, the

Academy had failed to confirm to the Mahoneys whether students would receive in-person

instruction or would be required to attend school on-line. (Mahoneys’ Countercl. ¶ 17.) It was

well after the June 1, 2020 deadline that State and Federal authorities established rules and

regulations for students’ attendance at school during the 2020-21 academic year in light of the

COVID-19 global pandemic. (Mahoneys’ Countercl. ¶ 18.) The governmental rules and

regulations to which the Academy is subject with respect to the 2020-21 academic year include,

without limitation, rules and regulations which potentially require the Academy to suspend or

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