Zelman v. Zelman

CourtSuperior Court of Maine
DecidedApril 2, 2019
DocketCUMbcd-cv-19-08
StatusUnpublished

This text of Zelman v. Zelman (Zelman v. Zelman) 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
Zelman v. Zelman, (Me. Super. Ct. 2019).

Opinion

STATE OF MAINE BUSINESS AND CONSUMER COURT CUMBERLAND, ss. DOCKET NO. BCD-CV-2019-08

MICHAEL ZELMAN, ) INDIVIDUALLY AND AS PERSONAL ) REPRESENTATIVE OF THE ESTATE ) OF ESTELLE BETTY ZELMAN, ) ) Plaintiff/Counterclaim-Defendant, ) ) v. ) ) ANDREW ZELMAN, et al., ) ) ORDER GRANTING IN PART AND Defendants/Counterclaim-Plaintiffs, ) DENYING IN PART PLAINTIFF’S ) MOTION FOR SUMMARY and ) JUDGMENT ) ELLEN ZELMAN, ) ) STEVEN ZELMAN, ) ) KATHERINE ZELMAN, ) ) AEZ FAMILY TRUST, ) ) ROBERT ZELMAN and ) ) LAWRENCE ZELMAN ) ) Parties-in-Interest.

This matter comes before the Court on Plaintiff/Counterclaim-Defendant Michael

Zelman’s (“Michael”) motion for summary judgment. Michael, both individually and in his

capacity as Personal Representative of the Estate of Estelle Betty Zelman (the “Estate”), moves

for summary judgment pursuant to M.R. Civ. P. 56(c) on both counts of his August 30, 2018

complaint (the “Complaint”), as well as on all three counts contained in the

1 Defendants’/Counterclaim-Plaintiffs’ December 7, 2018 counterclaim (the “Counterclaim”).

Defendants/Counterclaim-Plaintiffs Andrew Zelman (“Andrew”) and Zelman Family Business

Holdings, LLC (“ZFBH”) (collectively “Defendants”) oppose the motion. The Court heard oral

argument on the motion on February 20, 2019. 1 Both parties appeared through counsel. Jerrol A.

Crouter represented Michael and the Estate, and André G. Duchette represented Defendants. 2

PROCEDURAL HISTORY

Michael filed the Complaint against the Defendants and several named parties-in-interest

seeking a judgment declaring that Andrew is not a manager of ZFBH and that, because Betty

Zelman died as the sole remaining manager of ZFBH, ZFBH must be dissolved pursuant to the

Operating Agreement (Count I). (Pl.’s Compl. ¶¶ 25-29.) Michael also requests an accounting by

Andrew and an order requiring disgorgement of unauthorized income received by Andrew (Count

II). (Pl.’s Compl. ¶¶ 30-33.) Defendants timely filed their answer and counterclaimed seeking

declaratory relief (Counterclaim Count I), and alleging breach of contract (Counterclaim Count II)

and unjust enrichment (Counterclaim Count III) (collectively “Counterclaim”). (Defs.’ Countercl.

¶¶ 33-51.) Each count contained in the Complaint and Counterclaim stems from a series of events

purportedly affecting the management and operation of ZFBH.

FACTUAL BACKGROUND

ZFBH is a Nevada limited liability company with all of its assets located in the State of

Maine.3 (Supp.’g S.M.F. ¶ 1.) At the time of this action, the following individuals are members of

1 The parties-in-interest did not file briefs and did not appear at oral argument. 2 However, as discussed in note 27, infra, Andrew does not have authority as manager to engage counsel to represent ZFBH in this matter. 3 ZFBH holds two properties located in Hiram, Maine. (Supp.’g S.M.F. ¶ 11; Opp. S.M.F. ¶ 11.) The property located at 133 Notch Road, Hiram, Maine (the “Farm”) is the primary asset of ZFBH, and generates income from the rental of residences at the Farm and harvesting of hay, timber, and blueberries. (Supp.’g S.M.F. ¶ 12.)

2 ZFBH: Michael,4 Andrew,5 Robert Zelman (“Robert”),6 Lawrence Zelman (“Larry”),7 Katherine

Zelman (“Katherine”),8 Steven Zelman (“Steven”), 9 and the AEZ Family Trust.10 (A. Zelman Aff.

¶¶ 3-4.) ZFBH is governed by the May 4, 2007 Operating Agreement of Zelman Family Business

Holdings, LLC (the “Operating Agreement”). (Supp.’g S.M.F. ¶ 6; M. Zelman Aff. Ex. A.) Per

the Operating Agreement, ZFBH is structured as a manager-managed limited liability company

and the original managers of ZFBH were Victor Zelman (“Victor”), Estelle Betty Zelman

(“Betty”), Andrew, and Bill. (Supp.’g S.M.F. ¶¶ 6, 9.)

In January 2015 Victor passed away, leaving Betty, Andrew, and Bill as the remaining

managers of ZFBH. (Supp.’g S.M.F. ¶ 14.) On March 1, 2015, Andrew resigned as manager of

ZFBH by providing ZFBH’s members with notice of his resignation, 11 which listed an effective

date of February 28, 2015. (Supp.’g S.M.F. ¶¶ 15-16; M. Zelman Aff. Ex. B.) However, on June

18, 2015, Andrew attempted to rescind his March 1 resignation as manager of ZFBH by sending

notice of the purported rescission to ZFBH’s members.12 (Supp.’g S.M.F. ¶ 17; M. Zelman Aff.

Ex. C.) Later that year, on November 9, Bill resigned as manager of ZFBH and sold his

membership interest in ZFBH to Andrew. (Opp. S.M.F. ¶ 19.) Prior to resigning, but still on

4 Michael is a resident of Florida and holds a 16.343% membership interest in ZFBH. (Supp.’g S.M.F. ¶ 2.) Furthermore, Michael is the Personal Representative of the Estate, and the Estate holds a .797% membership interest in ZFBH. (Supp.’g S.M.F. ¶ 3.) 5 Andrew is a resident of Florida and holds a 18.041% membership interest in ZFBH. (A. Zelman Aff. ¶¶ 1, 3.) Andrew obtained his membership interest from William Zelman (“Bill”) on November 9, 2015, when Bill resigned as manager of ZFBH. (Supp.’g S.M.F. ¶ 19.) 6 Robert is a resident of Washington and holds a 16.343% membership interest in ZFBH. (Supp.’g S.M.F. ¶ 4.) 7 Larry is a resident of New York and holds a 16.343% membership interest in ZFBH. (Supp.’g S.M.F. ¶ 5.) 8 Katherine holds a 7.04% membership interest in ZFBH. (A. Zelman Aff. ¶ 4.) 9 Steven holds a 7.04% membership interest in ZFBH. (A. Zelman Aff. ¶ 4.) 10 The AEZ Family Trust holds a 18.041% membership interest in ZFBH. (A. Zelman Aff. ¶ 4.) 11 In his notice to ZFBH’s members, Andrew stated that he “await[s] the call for the required election of a new 4th manager under section 2.7 of the [Operating Agreement].” (Supp.’g S.M.F. ¶ 16; M. Zelman Aff. Ex. B.) Section 2.7 defines the term “Manager” under the Operating Agreement and states, in pertinent part, that the managers of ZFBH “shall act by vote of a majority in interest, unless unanimous vote is specifically required,” and “[i]f any person serving as a Manager is . . . deceased or unwilling to serve as a Manager, then the Members representing a two-thirds majority in ownership shall elect a successor Manager.” (M. Zelman Aff. Ex. A.) 12 The Operating Agreement contains no provision pertaining to the rescission of a resignation by a manager. (See M. Zelman Aff. Ex. A; Supp.’g S.M.F. ¶ 18; Opp. S.M.F. ¶ 18.)

3 November 9, 2015, Bill claimed to appoint13 Andrew as manager of ZFBH pursuant to section

13.20(A)14 of the Operating Agreement. 15 (Opp. S.M.F. ¶ 20.) Roughly two years later, on January

29, 2018, Betty passed away. (Supp.’g S.M.F. ¶ 26.) At no time since Andrew’s March 1

resignation has any member of ZFBH voted to elect any ZFBH manager or voted to amend relevant

provisions of the Operating Agreement regarding the method of selecting ZFBH managers.

(Supp.’g S.M.F. ¶ 24.) Andrew has since continued to claim that he is a manager of ZFBH, despite

objections by Michael, and has operated in this purported capacity up to the commencement of

this action.16 (A. Zelman Aff. ¶¶ 7, 14-16; see Supp.’g S.M.F. ¶ 27; M. Zelman Reply Aff. ¶ 5.)

Under section 11.1(B) of the Operating Agreement, “[t]he Company shall be dissolved and

liquidated upon . . . the death . . . of the sole remaining Manager, after the order of succession has

been complied with.” (Supp.’g S.M.F. ¶¶ 8, 28; M. Zelman Aff. Ex. A.) Michael claims that ZFBH

must be dissolved because Betty’s death, as sole remaining manager of ZFBH, satisfied the

condition precedent contained within section 11.1(B) and, therefore, ZFBH must be dissolved.

(See Supp.’g S.M.F. ¶¶ 26-28.) However, Andrew claims that as a result of his purported status as

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Zelman v. Zelman, Counsel Stack Legal Research, https://law.counselstack.com/opinion/zelman-v-zelman-mesuperct-2019.