Justia New Hampshire Supreme Court Opinion Summaries

Petitioner Stephen Stompor petitioned the Supreme Court for review of a probate court decision that granted him and his brother Stan access to an attorney's file who drafted estate plan documents for their parents. In 2001 and 2002, the parents met with the attorney regarding their estate plans. The attorney drafted plan documents for them, however, due to a conflict, the attorney withdrew from representing them, and the estate plan documents were not executed. In 2004, petitioner wrote to the attorney to inquire whether the attorney would again represent the parents with regard to their estate plans. The attorney declined. Petitioner then helped his parents prepare certain estate plan documents, and the parents executed those documents in October 2004. In October 2007, the respondent filed a petition on the parents' behalf, to determine the legality of certain acts of petitioner and requesting, among other things, an accounting of the petitioner's handling of all of the parents' funds either personally or as a trustee of his father's living trust. In June 2009, respondent successfully moved to amend his petition to allege that, in 2004, the petitioner, as the parents' fiduciary, exercised undue influence over the parents when they lacked the capacity to understand the estate plan documents that gave the petitioner and his family exclusive inheritance rights to the parents' assets to the exclusion of the parents' other children. The parents passed away during the late summer of 2009. In February 2010, while his petition was still pending, the respondent sought disclosure from the Attorney of any information he had regarding his contact with the parents in connection with the challenged 2004 estate plan. Petitioner objected, arguing that the attorney-client privilege prohibited disclosure of any documents the attorney had relating to his consultations with his parents. The court ruled that the attorney's entire file was discoverable because it was relevant to a dispute among the decedents' children and to whether the petitioner unduly influenced the parents' decisions regarding their estate plan. The Supreme Court found no reversible error, and affirmed the probate court's ruling. View "Petition of Stephen Stompor" on Justia Law

The Estate of Richard Wilber appealed appeals a probate court decision allowing the Estate of Josephine Wilber to claim a statutory share under RSA 560:10 (2007) of certain real property named in his will. Finding that the lower court erred in allowing the claim, the Supreme Court reversed and remanded. View "In re Estate of Richard B. Wilber" on Justia Law

Petitioner Julie Shelton, trustee of the Elizabeth M. Tamposi Trusts (the EMT trusts), appealed a "lengthy and detailed" order of the Hillsborough County Probate Court that dismissed the complaint filed by: (1) Shelton, in her capacity as trustee of the EMT Trusts; and Elizabeth M. Tamposi. Shelton argued that the trial court erred in: (1) construing the governing trust instrument; (2) ruling that, by filing the complaint, Elizabeth Tamposi violated the in terrorem clause; (3) ordering Shelton to pay the attorneys' fees "of both the Respondents and the voluntary Intervenors"; and (4) removing Shelton from her position as trustee. Upon review, the Supreme Court found no error in the lower court's decision, and affirmed with respect to all issues raised by Petitioner. View "Shelton v. Tamposi" on Justia Law

Defendants Robert Christy, Christy & Tessier, P.A., Debra Johnson, and Kathy Tremblay, appealed a superior court decision that rescinded a professional liability policy issued by Plaintiff Great American Insurance Company (GAIC), to the law firm of Christy & Tessier, P.A. Robert Christy (Christy) and Thomas Tessier (Tessier) were partners in the firm, practicing together for over forty-five years. In 1987, Frederick Jakobiec, M.D. (Jakobiec) retained Tessier to draft a will for him. In 2001, Jakobiec's mother, Beatrice Jakobiec (Beatrice), died intestate. Her two heirs were Jakobiec and his brother, Thaddeus Jakobiec (Thaddeus). Jakobiec asked Tessier, who was Beatrice's nephew, to handle the probate administration for his mother's estate. From 2002 through 2005, Tessier created false affidavits and powers of attorney, which he used to gain unauthorized access to estate accounts and assets belonging to Jakobiec and Thaddeus. Litigation ensued; two months after Tessier and Jakobiec entered into the settlement agreement, Christy executed a renewal application for professional liability coverage on behalf of the law firm. Question 6(a) on the renewal application asked: "After inquiry, is any lawyer aware of any claim, incident, act, error or omission in the last year that could result in a professional liability claim against any attorney of the Firm or a predecessor firm?" Christy's answer on behalf of the firm was "No." The trial court found that Christy's negative answer to the question in the renewal application was false "since Tessier at least knew of Dr. Jakobiec's claim against him in 2006." On appeal, the defendants argued that rescission was improper because: (1) Christy's answer to question 6(a) on the renewal application was objectively true; (2) rescission of the policy or denial of coverage would be substantially unfair to Christy and the other innocent insureds who neither knew nor could have known of Tessier's fraud; and (3) the alleged misrepresentation was made on a renewal application as opposed to an initial policy application. GAIC argued that rescission as to all insureds is the sole appropriate remedy given the material misrepresentations in the law firm's renewal application. Upon review, the Supreme Court held that the trial court erred as a matter of law in ruling that Tessier's knowledge is imputed to Christy and the other defendants thereby voiding the policy ab initio. The Court made no ruling, however, as to whether any of the defendants' conduct would result in non-coverage under the policy and remanded for further proceedings. View "Great American Insurance Company v. Christy" on Justia Law

Petitioner Tracy Walbridge appealed a superior court order that denied her petition to establish her homestead right exempt from the mortgage held by Respondents the Estate of Raymond Beaudoin, Jr. and its co-administrators Steven Beaudoin and Raymond Beaudoin, III. Petitioner owned property in Rochester that she purchased with her then-husband. At that time, it was undeveloped land. Petitioner executed a mortgage on the property and released her homestead rights to that property. Allegedly unbeknownst to Petitioner, her husband executed a mortgage deed and promissory note on the property in favor of the decedent Raymond Beaudoin once a home was built there. The mortgage on the property did not list it as part of the homestead of the mortgagor. Petitioner and her husband divorced, and pursuant to the divorce decree, she was awarded all right, title and interest in the property. The property was foreclosed upon. Petitioner filed a petition to establish that her homestead right to the property was exempt from Respondents' mortgage. On appeal, Petitioner argued that the trial court erred as a matter of law when it found that her homestead right in the property was not established until she actually, physically occupied it. She contended that her "obvious intention of present and immediate occupancy of the home . . . followed by [her] actual occupancy within a reasonable time, was equivalent to actual occupancy." The Supreme Court disagreed and affirmed the trial court. View "Walbridge v. The Estate of Raymond A. Beaudoin, Jr." on Justia Law

Petitioner Edeltraud Elter-Nodvin appealed a superior court order that dismissed her claims against Respondents (her daughters) Leah and Madeline Nodvin. The claims sought to impose a constructive trust on insurance and retirement account proceeds that would otherwise pass to her daughters. Petitioner was married to Stephen Nodvin in 1986, and had Respondents. In 2009, Stephen filed for divorce, the couple separated, and Petitioner moved abroad. In October of that year, the family division issued an anti-hypothecation order instructing the parties to refrain from, among other things, disposing of marital property while proceedings were pending. Sometime thereafter, Stephen changed the beneficiaries of certain life insurance policies and retirement accounts from Petitioner to the couple’s daughters. After changing the beneficiaries, Stephen died. In 2011, Petitioner sued her daughters for the insurance and retirement account proceeds. She argued that the circumstances under which her husband changed his beneficiaries justified the imposition of a constructive trust. The daughters, one of whom was still a minor and represented by guardians, moved to dismiss the petition. They argued that Stephen’s change of beneficiaries did not violate the anti-hypothecation order, and, therefore, their status as the named beneficiaries entitled them to the proceeds of their father’s insurance policies and retirement accounts. Upon review, the Supreme Court concluded that Stephen's action did not violate the plain language of the anti-hypothecation order. Further, the Court held that the superior court properly dismissed Petitioner's breach of contract and constructive trust claim because she failed to allege facts to establish a contract or a confidential relationship at the time Stephen changed beneficiaries: "while the divorce action was pending, Petitioner could not rely upon Stephen to provide for her based on a spousal obligation. Rather, if she wished to remain beneficiary of the insurance policies, she should have asked the court to order Stephen not to alter them." View "Elter-Nodvin v. Nodvin" on Justia Law

Plaintiffs Lynne DiGaetano, Michael John DiGaetano, Christopher D. DiGaetano, Scott M. DiGaetano, and Shauna Arsenault, appealed a superior court order that granted the motion in limine of Defendant, John M. DiGaetano, to exclude parol evidence. Defendant cross-appealed a prior order of the same court that denied his motion to strike Plaintiffs’ notice of appeal. The matter arose from the distribution of trust proceeds from the death of the parties' parents-grandparents. Paragraph eleven of this trust provided that the trust “may be revoked in its entirety or amended from time to time by an instrument in writing executed by the said Donors jointly or by a surviving Donor.” The patriarch died in 2002, and the matriarch amended the trust in 2003 to establish Defendant as the sole trustee and beneficiary. Following his mother's death in 2006, Defendant sold the trust assets and collected the proceeds. Seeking to establish his right to the proceeds, Defendant petitioned the probate court who concluded that the 2003 amended trust was enforceable, and ruled in Defendant's favor. Plaintiffs appealed, arguing that they were entitled to a jury trial on the issues of whether the original trust was a contractual "common plan" and whether the matriarch breached that contract when she amended it. Defendant moved to strike Plaintiffs' notice of appeal. Upon review, the Supreme Court reversed the superior court's order denying Defendant's motion to strike Plaintiffs' notice of appeal: The Court was not persuaded by Plaintiffs' contention that the original trust was a contract, the existence of which would be evidence to reform the family trust and to impose a constructive trust in their favor. Plaintiffs were not entitled to a jury trial. The Court therefore reversed the trial court's order denying Defendant's motion and remanded the case to dismiss Plaintiffs' appeal. View "DiGaetano v. DiGaetano " on Justia Law

Petitioners Todd and Trent Bemis appealed a probate court order that dismissed their petition for guardianship over the person and estate of their step-father Dr. Raymond B. More than seven months after Dr. B left an assisted-living facility in Florida, Petitioners filed their petition for guardianship when Dr. B engaged in behavior the Supreme Court "assume[d] was evidence of his legal incapacity at that time." The petition contained no allegations about the doctor’s behavior, and Petitioners had no contact with him after he left Florida. Dr. B objected to a request for a psychological evaluation, and moved to dismiss the petition, arguing that it was "per se defective" because the guardianship statute requires that all evidence of a proposed ward's inability to care for himself "must have occurred within 6 months prior to the filing of the petition and at least one incidence of such behavior must have occurred within 20 days of the filing of the petition." After a hearing, the trial court dismissed the petition and denied the petitioners' motion for a psychiatric evaluation. The petitioners appealed both decisions. Finding that the trial court could have reasonably concluded that the doctor’s interest in freedom from an unwanted psychological examination outweighed the petitioners' interests in procuring evidence of his alleged incapacity, the Supreme Court affirmed the probate court's decision. View "In re Guardianship of Raymond B." on Justia Law

Petitioner Daniel Eaton appealed the denial of his motion for payment of legal fees, arguing that the Cheshire County Probate Court erred in finding that the imposition of a guardianship does not require the proposed ward to pay a good-faith petitioner's attorney's fees. Upon review of the applicable legal authority and the probate court record, the Supreme Court affirmed the probate court's decision. View "In re Guardianship of Mary Louise Eaton " on Justia Law

Appellant Anthony Hayes appealed a superior court order that denied his petition to enjoin a sheriff's sale and found a prejudgment attachment by Appellee Southern New Hampshire Medical Center (SNHMC or Hospital) valid and executable. In 2006, Appellant's wife Karen was admitted to the SNMHC for medical treatment stemming from alcoholism. SNHMC filed suit in superior court against Appellant for his wife's unpaid medical bills. At the same time, the hospital petitioned to attach a portion of the couple's real estate owned as a joint tenancy with the right of survivorship. During the pendancy of the attachment proceedings, the Hayses divorced. Under the terms of their separation agreement, each was responsible for their own medical expenses not covered by insurance. Mrs. Hayes quitclaimed her interest in the real estate. Shortly thereafter, she died. SNHMC obtained a limited probate administration in order to proceed with the sheriff's sale of the properties. The trial court found that Mrs. Hayes' interests in the subject properties remained valid and that SNHMC was entitled to execute its judgment against them. On appeal, Appellant contended that, because Mrs. Hayes quitclaimed her interest in the property prior to entry of final judgment against her, the trial court erred as a matter of law when it failed to find that her death terminated SNHMC’s prejudgment attachment. Upon review, the Supreme Court concluded that SNHMC’s prejudgment attachment was obtained and recorded during Mrs. Hayes' lifetime and while she held the property jointly with her husband. As such the hospital's judgment remained valid. The Court affirmed the trial court's judgment in favor of the hospital. View "Hayes v. So. New Hampshire Medical Ctr" on Justia Law