Tunick v. Tunick

201 Conn. App. 512
CourtConnecticut Appellate Court
DecidedDecember 1, 2020
DocketAC42031
StatusPublished
Cited by6 cases

This text of 201 Conn. App. 512 (Tunick v. Tunick) 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
Tunick v. Tunick, 201 Conn. App. 512 (Colo. Ct. App. 2020).

Opinion

*********************************************** The “officially released” date that appears near the be- ginning of each opinion is the date the opinion will be pub- lished in the Connecticut Law Journal or the date it was released as a slip opinion. The operative date for the be- ginning of all time periods for filing postopinion motions and petitions for certification is the “officially released” date appearing in the opinion.

All opinions are subject to modification and technical correction prior to official publication in the Connecticut Reports and Connecticut Appellate Reports. In the event of discrepancies between the advance release version of an opinion and the latest version appearing in the Connecticut Law Journal and subsequently in the Connecticut Reports or Connecticut Appellate Reports, the latest version is to be considered authoritative.

The syllabus and procedural history accompanying the opinion as it appears 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 reproduced and distributed without the express written permission of the Commission on Official Legal Publica- tions, Judicial Branch, State of Connecticut. *********************************************** STEPHEN M. TUNICK ET AL. v. BARBARA TUNICK ET AL. (AC 42031) Keller, Elgo and Lavery, Js.

Syllabus

The plaintiff, who was a remainder beneficiary of a revocable trust, brought an action for damages against his sisters, B and R, and against D, the administrator of the estate of the plaintiff’s mother, S, in connection with the administration of the trust. The plaintiff claimed, inter alia, that B and S, who had been cotrustees of the trust, had breached their fiduciary duties to him, and that S, D and R had fraudulently concealed, pursuant to statute (§ 52-595), facts that were necessary to his causes of action against them. In 2004, S and B filed an application with the Probate Court to remove the plaintiff as a trustee pursuant to statute (§ 45a-242 (a)). The court thereafter issued a written decree in which it found, inter alia, that the plaintiff had neglected to perform the duties of the trust and ordered his removal as a trustee. The court also issued orders pertaining to certain antique automobiles that were part of the trust. S and B thereafter acted as cotrustees until June, 2013, when the Probate Court issued an order removing them as cotrustees and appointing a successor trustee. After S died in 2015, the Probate Court appointed D the administrator of her estate. The plaintiff commenced his action against B, R and D in May, 2017. The trial court thereafter granted motions to strike that were filed by D and B as to certain counts of the complaint against them that alleged that the trust was a contract they had breached. R, D and B subsequently filed separate motions for summary judgment in May, 2018, in which they alleged that all counts of the complaint against them were time barred pursuant to the three year tort statute (§ 52-577) of limitations. While the three motions for summary judgment were pending, the plaintiff filed a revised complaint that added a count against B sounding in unjust enrichment, which was not thereafter adjudicated in the trial court’s ruling on B’s motion for summary judgment. The trial court then granted the summary judgment motions filed by R, D and B. The court determined, inter alia, that the plaintiff’s allegations of wrongdoing described conduct that occurred from 1997 to 2013, and that R, D and B had met their burden of showing that the plaintiff’s claims were time barred by § 52-577. The court further determined that there was no evidentiary basis for the plaintiff’s claims that the statute of limitations in § 52-577 was tolled by the continuous course of conduct doctrine or by fraudulent concealment, and it con- cluded that no genuine issues of material fact existed as to when the plaintiff’s causes of action accrued and when his action was com- menced. Held: 1. This court lacked subject matter jurisdiction over that portion of the plaintiff’s appeal that concerned the partial summary judgment rendered in favor of B, as it was undisputed that his unjust enrichment count against her remained pending; the plaintiff did not request a written determination from the trial court regarding the significance of the issues resolved by the partial summary judgment, the record did not contain a withdrawal or an unconditional abandonment of the unjust enrichment count, and, as that count remained unadjudicated, it presented the possi- bility that B could be found liable to the plaintiff for damages; accord- ingly, the portion of the plaintiff’s appeal as to B was dismissed. 2. The trial court properly granted D’s motion to strike the breach of contract count in the plaintiff’s complaint, as S, by having agreed to perform her duties as a trustee, did not enter into a contract to perform provisions of the trust that were enforceable by an action sounding in contract; the plaintiff provided no authority in which a court has held that a trust beneficiary may bring an action sounding in contract against a trustee, the plaintiff having disregarded several critical distinctions between a trust and a contract, including that a trust needs no consideration to support it. 3. The plaintiff could not prevail on his claim that his causes of action as a remainder beneficiary did not become ripe until S’s death, as that proposition contravened precedent that § 52-577 operates as a bar to tort claims irrespective of when they accrue; none of the conduct on the part of the defendants that the plaintiff detailed in his complaint was alleged to have occurred after June, 2013, when S and B were removed as trustees, and, because the dates alleged in the complaint were the metric for purposes of applying the limitation period of § 52- 577, the trial court properly concluded that the defendants satisfied their burden of demonstrating the applicability of § 52-577 to the plaintiff’s tort claims. 4. The plaintiff could not prevail on his claim that genuine issues of material fact existed as to whether § 52-577 was tolled by the pendency of a final accounting in the Probate Court, the continuing course of conduct doctrine and fraudulent concealment: a. This court found unavailing the plaintiff’s assertion that the trial court made a legal error when it concluded that the limitation period of § 52- 577 commenced in 2013 because the Probate Court had not yet approved the accountings submitted by S and B: the plaintiff’s reliance on the statute (§ 52-579) governing actions against a surety on a probate bond was misplaced, as the limitation period in § 52-579 expressly is condi- tioned on the Probate Court’s approval of a final accounting, there was no allegation or evidence of the existence of a probate bond, the operative complaint contained no claim against the surety of a probate bond, and the only facts under § 52-577 that were material to the trial court’s ruling were the date of the wrongful conduct alleged in the complaint and the date the action was filed; moreover, the plaintiff provided no authority, nor was this court aware of any, in which it has been held that the limitation period of § 52-577 automatically is tolled for tort claims against a trustee due to the pendency of a final accounting in the Probate Court, this court was not inclined to articulate such a per se rule, and the accounting issue, which implicated the fiduciary duty of a removed trustee, properly fell within the purview of the continuous course of conduct doctrine. b.

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Cite This Page — Counsel Stack

Bluebook (online)
201 Conn. App. 512, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tunick-v-tunick-connappct-2020.