West Coast Life Ins Co v. Degner et al
Filing
77
ORDER granting in part and denying in part 51 Quinn's Motion for Summary Judgment, denying 57 Greta's Motion for Summary Judgment. For the reasons in the attached memorandum and order, the Court grants in part and denie s in part Quinn's motion for summary judgment (ECF No. 51 ), and denies Greta's motion for summary judgment (ECF No. 57 ). Specifically, Quinn's motion for summary judgment is granted with respect to Greta's tortious interference cross-claims, and those claims are dismissed. Quinn's and Greta's motions are otherwise denied. The issue of whether Schleiter substantially complied with her life insurance policy's procedures to change the beneficiary remain before the trier of fact. Signed by Judge Vernon D. Oliver on 9/24/2024. (Dao, J)
UNITED STATES DISTRICT COURT
DISTRICT OF CONNECTICUT
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WEST COAST LIFE INSURANCE COMPANY,
:
:
Interpleader Plaintiff,
:
MEMORANDUM &
:
-againstORDER ON CROSS:
MOTIONS FOR
:
QUINN JAMES DEGNER, GRETA
SUMMARY JUDGMENT
:
GRACE DEGNER, and KATRIN
:
MARIA DEGNER,
3:22-CV-00443 (VDO)
:
:
Interpleader Defendants. :
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VERNON D. OLIVER, United States District Judge:
This interpleader action was brought by West Coast Life Insurance Company (“West
Coast”) to resolve competing claims to the proceeds of Kristin Schleiter’s (“Schleiter”) life
insurance policy. The Court previously entered default judgment against one of the deceased’s
daughters, Katrin Degner (“Katrin”), who did not appear to defend this action, and discharged
and dismissed West Coast from the case. Before the Court are the motion for summary
judgment of the deceased’s husband, Quinn Degner (“Quinn”), and the cross-motion for
summary judgment of the deceased’s daughter, Greta Degner (“Greta”). After careful
consideration of the record and applicable law and for the following reasons, Quinn’s motion
for summary judgment is granted in part and denied in part and Greta’s cross-motion for
summary judgment is denied. The issue of whether Schleiter substantially complied with her
life insurance policy’s procedures to change the beneficiary remain before the trier of fact.
I.
BACKGROUND
A.
Undisputed Facts
The following facts are undisputed and are based on the record, including the parties’
pleadings,1 and the parties’ Local Rule 56(a) statements.2
On January 11, 2002, West Coast issued a policy insuring Schleiter’s life with a face
amount of $1,000,000.00 (the “Policy”). (Compl., ECF No. 1 ¶ 7.) Schleiter’s policy
application designated her husband Quinn as the Policy’s primary beneficiary and their
daughter Greta as the contingent beneficiary. (Id.)
Quinn and Schleiter were married in 1991. (Greta’s 56(a)2 ¶ 1.) In June 2017, Schleiter
was diagnosed with amyotrophic lateral sclerosis (“ALS”), a progressive condition that
gradually led to her deterioration and death. (Quinn’s 56(a)2 ¶ 4.) Schleiter’s ALS prevented
her from signing a document by hand and forced her to respond to questions by spelling out
words with the assistance of her eye-gaze device. (Id. ¶ 11.) In July 2020, Schleiter gave a
durable statutory power of attorney to Quinn, which authorized him to change the beneficiary
designation. (Greta’s 56(a)2 ¶ 6; ECF No. 54-2.)
1
The pleadings include: West Coast’s Interpleader Complaint, ECF No. 1; Quinn’s Answer and
Cross-Claim, ECF No. 23; Greta’s Answer and Cross-Claim, ECF No. 25; Greta’s Answer to
Quinn’s Cross-Claim, ECF No. 33; and Quinn’s Answer to Greta’s Cross-Claim, ECF No. 34.
2
The parties’ Local Rule 56(a) statements include: Quinn’s Local Rule 56(a)1 Statement of
Undisputed Material Facts (“Quinn’s 56(a)1,” ECF No. 53); Greta’s Local Rule 56(a)2 Statement
of Facts in Opposition to Summary Judgment (“Greta’s 56(a)2,” ECF No. 61-1); Greta’s Local
Rule 56(a)1 Statement of Undisputed Material Facts (“Greta’s 56(a)1,” ECF No. 58); and Quinn’s
Local Rule 56(a)2 Statement of Facts in Opposition to Summary Judgment (“Quinn’s 56(a)2,”
ECF No. 62-1).
2
1.
Fairfield Probate Court Proceedings
On May 5, 2021, Schleiter petitioned the Court to appoint her sister, Laura Brune, as
her voluntary conservator of the estate and person. (Greta’s 56(a)2 ¶ 8.) Schleiter’s counsel in
the probate proceedings, Heather Lange, submitted an affidavit with the voluntary
conservatorship petition stating, in relevant part, “I believe Ms. Schleiter to be competent and
to understand the nature and consequences of her request.” (Quinn’s 56(a)2 ¶ 13.) Attorney
Lange repeated this belief during the hearing itself. (Id.) At the hearing on May 18, 2021, the
Court canvassed Schleiter, who confirmed that she did not want Quinn serving in the role of
conservator. (Id. ¶¶ 13, 14.) At the conclusion of the hearing, the Court stated, “I’m satisfied
that, that your client [Schleiter] has capacity, Attorney Lange, and [] I should be speaking
straight to her, and that this is what her wish is. So I’m going to go ahead and let you know,
usually I wait, but I'm going to grant the petition.” (Id. ¶ 15.) That same day, a Fiduciary’s
Probate Certificate was issued to Brune by the Fairfield Probate Court. (ECF No. 58-3 at 6.)
The Fairfield Probate Court (Maxham, J.) issued a formal written decree on June 17,
2021 (the “June 2021 decree”). (Greta’s 56(a)2 ¶ 9.) The June 2021 decree provided that
Brune, as conservator of Schleiter’s estate, was given specific authority over certain of
Schleiter’s financial affairs and required Brune to “make a true and complete inventory of all
property of [Schleiter] and file the inventory with the court within two months of the date of
appointment.” (Id. ¶ 10; ECF No. 54-5 at 3.) Additionally, as conservator of Schleiter’s person,
Brune was given authority over Schleiter’s personal and medical care, her residence, and
personal effects. (Greta’s 56(a)2 ¶ 11; ECF No. 54-5 at 2.) The June 2021 decree also provided
that Schleiter “shall retain all rights and authority not expressly assigned to the conservator.”
(Greta’s 56(a)2 ¶ 12; ECF No. 54-5 at 3.)
3
On October 26, 2022, in a decree related to Quinn’s petition to compel Brune to file an
accounting (the “October 2022 Decree”), the Probate Court stated that “Laura Brune was
appointed voluntary conservator of the estate and person . . . on June 17, 2021.” (Greta’s 56(a)2
¶ 15; ECF No. 54-9 at 2.)
2.
Brune’s Requests To Change The Policy’s Beneficiary
On May 19, 2021, Brune sent an email to West Coast stating that she was “appointed
conservator for [her] sister, Kristin Schleiter . . . [and that] [t]his overrides the previous power
of attorney held by Quinn Degner . . . We would appreciate this being handled as quickly as
possible.” (ECF No. 55-1 at 2.) Brune also submitted to West Coast the May 18, 2021
Fiduciary’s Probate Certificate. (Greta’s 56(a(2 ¶ 23.)
Brune submitted multiple requests to change the Policy’s beneficiary on May 19, 2021.
At 8:36 a.m. CDT, Brune, purporting to act on behalf of Schleiter, electronically submitted to
West Coast Life a Change of Beneficiary form designating Greta and Katrin as the Policy’s
primary and contingent beneficiaries. (Id. ¶ 24.) Brune then electronically submitted to West
Coast another Change of Beneficiary form designating Quinn as the Policy’s primary
beneficiary, and herself as the Policy’s contingent beneficiary. (Id. ¶ 25.) Subsequently, at 8:48
a.m. CDT, Brune electronically submitted to West Coast Life another Change of Beneficiary
form designating Greta and Katrin as the Policy’s primary beneficiaries, and herself as the
Policy’s contingent beneficiary. (Id. ¶ 26.)
3.
The Divorce Action
In 2021, the marriage between Quinn and Schleiter deteriorated. (Greta’s 56(a)2 ¶ 18.)
On May 19, 2021, Quinn filed for divorce, prompting automatic orders from the Superior Court
to Schleiter and Quinn. (Quinn’s 56(a)2 ¶ 26.) The automatic orders stated that, “[n]either party
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shall change the beneficiaries of any existing life insurance policies, and each party shall
maintain the existing life insurance . . . policies in full force and effect.” (ECF No. 58-11 at 4.)
They added that “[t]he automatic orders shall be effective with regard to the plaintiff or the
applicant upon the signing of the complaint, or the application and with regard to the defendant
or the respondent upon service and shall remain in place during the pendency of the action,
unless terminated, modified, or amended by further order of a judicial authority upon motion
of either of the parties.” (Id.)
Quinn’s attorney, Joseph O’Connor, wrote Attorney Lange, at 11:43 AM on May 19,
2021, stating, “I just signed the complaint seeking a legal separation. A copy of the complaint
and the automatic orders are attached . . . I have given your cell phone number to Marshall
[sic] Michael Delli Carpini who will call you for instructions on your preferred method for
accepting these papers.” (ECF No. 54-12 at 2.) That same day, Attorney O’Connor wrote to
Attorney Lange: “The automatic orders prohibit any unilateral and extraordinary transfer of
assets. These orders are binding upon Kristin and her agents, which includes her conservator .
. . The orders prohibit any transfer or change to the life insurance.” (Id.)
On May 20, 2021, Attorney O’Connor wrote to West Coast’s legal department,
attaching the divorce action filings and automatic orders, to advise them of Quinn’s claim that
“any change to the [P]olicy is a violation of automatic orders of the Connecticut Court . . . [and
that it should] take such action in response to this notice as [it] sees fit.” (ECF No. 54-14 at 2.)
On May 26, 2021, West Coast emailed Schleiter, stating: “Due to a recent audit, the
web Change of Beneficiary acknowledged on 5/19/21 . . . which insures Kristin M. Schleiter,
has been rescinded, based on the documentation confirming proceedings for a Legal Separation
5
were commenced on May 19, 2021. The web Change of Beneficiary received dated 5/19/21 at
8:48AM will also not be processed.” (ECF No. 55-8 at 2.)
Schleiter passed away on February 13, 2022, while the divorce action was pending.
(Greta’s 56(a)2 ¶ 33.)
B.
Procedural Background
On March 24, 2022, West Coast commenced this interpleader action under Federal
Rule of Civil Procedure 22. (ECF No. 1.) In June 2022, Quinn filed an answer to West Coast’s
Complaint and asserted a cross-claim against his daughters, seeking a declaratory judgment
that he is the Policy’s primary beneficiary and is entitled to receive and retain the Policy’s
proceeds from West Coast. (ECF No. 23.) That same day, Greta answered West Coast’s
Complaint and asserted against her father the following cross-claims: (1) tortious interference
with expected inheritance and (2) tortious interference with contract. (ECF No. 24.) On July,
22, 2022, Greta and Quinn filed answers to the cross-claims. (ECF Nos. 33, 34.)
Greta’s and Quinn’s competing claims remain pending. In September 2023, the
Honorable Michael P. Shea entered default judgment against Katrin, discharged West Coast
from liability with respect to the Policy proceeds, and dismissed West Coast from the case.
(ECF No. 63.)
Greta and Quinn filed cross-motions for summary judgment on March 15, 2023 and
their opposition memoranda on April 28, 2023. (ECF Nos. 51–58, 61, 62.)
II.
LEGAL STANDARD
The Court must grant a motion for summary judgment if the pleadings, discovery
materials before the Court, and any affidavits show there is no genuine issue as to any material
fact and it is clear the moving party is entitled to judgment as a matter of law. Fed. R. Civ. P.
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56(a); Celotex Corp. v. Catrett, 477 U.S. 317, 322 (1986).3 A fact is material when it “might
affect the outcome of the suit under the governing law. . . . Factual disputes that are irrelevant
or unnecessary” are not material and thus cannot preclude summary judgment. Anderson v.
Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). A dispute about a material fact is genuine if
there is sufficient evidence upon which a reasonable jury could return a verdict for the nonmoving party. Id. The Court “is not to resolve disputed issues of fact but to assess whether
there are any factual issues to be tried.” Wilson v. Nw. Mut. Ins. Co., 625 F.3d 54, 60 (2d Cir.
2010). It is the moving party’s burden to establish the absence of any genuine issue of material
fact. Zalaski v. City of Bridgeport Police Dep’t, 613 F.3d 336, 340 (2d Cir. 2010). “[W]hen
both parties move for summary judgment, asserting the absence of any genuine issues of
material fact, a court need not enter judgment for either party.” Morales v. Quintel Ent., Inc.,
249 F.3d 115, 121 (2d Cir. 2001). “Rather, each party's motion must be examined on its own
merits, and in each case all reasonable inferences must be drawn against the party whose
motion is under consideration.” Morales v. Quintel Ent., Inc., 249 F.3d 115, 121 (2d Cir. 2001)
On summary judgment, the Court construes the facts, resolves all ambiguities, and
draws all permissible factual inferences in favor of the non-moving party. Dallas Aerospace,
Inc. v. CIS Air Corp., 352 F.3d 775, 780 (2d Cir. 2003). If there is any evidence from which a
reasonable inference could be drawn in the non-movant’s favor on the issue on which summary
judgment is sought, summary judgment is improper. Sec. Ins. Co. of Hartford v. Old Dominion
Freight Line, Inc., 391 F.3d 77, 83 (2d Cir. 2004). However, if the non-moving party fails to
3
Unless otherwise indicated, case quotations omit all internal citations, quotations, footnotes, and
alterations.
7
make a sufficient showing on an essential element of its case on which it has the burden of
proof and submits “merely colorable evidence,” then summary judgment is appropriate.
Celotex, 477 U.S. at 322–23; Anderson 477 U.S. at 249–50. The non-moving party “must do
more than simply show that there is some metaphysical doubt as to the material facts, and may
not rely on conclusory allegations or unsubstantiated speculation.” Brown v. Eli Lilly & Co.,
654 F.3d 347, 358 (2d Cir. 2011). There must be evidence on which the jury reasonably could
find for the non-moving party. Dawson v. Cnty. of Westchester, 373 F.3d 265, 272 (2d Cir.
2004).
III.
DISCUSSION
The parties filed cross-motions for summary judgment on the following issues: (1)
West Coast’s Interpleader Complaint, (2) Quinn’s cross-claim against Greta requesting
declaratory judgment that he is the Policy’s primary beneficiary and is entitled to the Policy’s
proceeds from West Coast, (3) Greta’s cross-claim against Quinn for tortious interference with
a contract, and (4) Greta’s cross-claim against Quinn for tortious interference with expected
inheritance. (Quinn’s Mem., ECF No. 52; Greta’s Mem., ECF No. 57-1.) Greta also moved
for summary judgment on Quinn’s affirmative defenses to prevent Policy changes to benefit
Greta and Katrin, including capacity, probate authority, waiver, estoppel, unclean hands, and
the automatic orders. (Greta’s Mem. at 22–29.)
As explained below, the Court finds that: (1) genuine disputes remain as to whether
Schleiter substantially complied with the Policy’s procedures to change the beneficiary and
thus, summary judgment on the issue of the Policy’s beneficiary must be denied, (2) no genuine
dispute of material fact exists with respect to Quinn’s tortious conduct and thus, summary
judgment on the tortious interference cross-claims must be granted in Quinn’s favor, and (3)
8
in light of dismissal of Greta’s tortious interference cross-claims, Quinn’s affirmative defenses
to those claims must be denied as moot.
A.
Genuine Issues Of Material Fact Remain As To Whether There Was A
Change Of Beneficiary
Under Connecticut law,4 the general rule is that “a change of beneficiary of an insurance
policy can be effected only by following the procedure prescribed by the policy.” Bigley v.
Pac. Standard Life Ins. Co., 642 A.2d 4, 7 (Conn. 1994). Even where a policyholder does not
comply strictly with the procedures prescribed in the policy, the doctrine of substantial
compliance provides that “the owner of a life insurance policy will have effectively changed
the beneficiary if the following is proven: (1) the owner clearly intended to change the
beneficiary and to designate the new beneficiary; and (2) the owner has taken substantial
affirmative action to effectuate the change in the beneficiary.” Engelman v. Conn. Gen. Life
Ins. Co., 690 A.2d 882, 888 (Conn. 1997).
The pertinent section of the Policy regarding a change of beneficiary states:
You may change a Beneficiary if:
(1) The Insured is living; and
(2) Written request, in a form acceptable to Us, is filed at Our Home Office.
The change will not take effect until it is recorded at Our Home Office.
However, once such a change is recorded, the change will take effect as of the
date the request was signed, whether or not the Insured is living on the date the
change is recorded, subject to any payment made or other action taken by Us
before such recording.
(ECF No. 54-1 at 14.)
4
The parties’ memoranda assert that Connecticut law controls the issues; such “implied consent
[to the application of Connecticut law] . . . is sufficient to establish choice of law.” Motorola Credit
Corp. v. Uzan, 388 F.3d 39, 61 (2d Cir. 2004).
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Relying on the Fairfield Probate Court’s decrees, Quinn contends that he remains the
Policy’s primary beneficiary because Brune was not decreed Schleiter’s conservator until June
2021, which is after Brune’s May 2021 submissions to West Coast to change the beneficiary.
(Quinn’s Mem. at 11–14; Quinn’s Opp. at 5-6.) Greta asserts Brune had authority to submit
the requested changes because she was decreed Schleiter’s conservator following the hearing
on May 18, 2021, as shown by the statements on the record: “I’m satisfied that, that your client
[Schleiter] has capacity, Attorney Lange, and, and I should be speaking straight to her, and
that this is what her wish is. So I’m going to go ahead and let you know, usually I wait, but
I’m going to grant the petition.” (Greta’s Opp at 9.) Greta also notes that Brune was issued a
Fiduciary’s Probate Certificate, signed by the Assistant Clerk, which certified Brune’s date of
appointment as May 18, 2021. (ECF No. 55-2 at 2, 3.)
For the purpose of resolving the summary judgment motions, the Court finds that there
is no genuine dispute that Brune was appointed conservator on June 17, 2021. The Probate
Court issued a written decree on June 17, 2021 stating that Brune is “appointed conservator of
the person and estate.” (ECF No. 54-5 at 2.) Then, on October 26, 2022, the Probate Court
issued another decree related to Quinn’s petition to compel the conservator to file an
accounting, which stated that “Laura Brune was appointed voluntary conservator of the estate
and person . . . on June 17, 2021.” (ECF No. 54-9 at 2.) At this juncture, the inquiry stops here.
Probate Court Rule Section 3.3 requires decrees to “be in writing” and for the court to
“memorialize each oral ruling in writing.” Connecticut law further provides that “decrees of
courts of probate, rendered after notice and from which no appeal is taken, shall be conclusive
and shall be entitled to full faith, credit and validity.” CONN. GEN. STAT. § 45a–24.
Therefore, “[a] Probate Court decree is conclusive on all of the parties until or unless the decree
10
is disaffirmed on appeal.” Silverstein v. Laschever, 970 A.2d 123, 130 (Conn. App. Ct. 2009);
see also O’Sullivan v. Haught, 309 A.3d 1194, 1202 (Conn. 2024) (holding that appealing a
Probate Court decree to the Superior Court neither vacates nor suspends the decree and that
the “Probate Court decree remains in full force until it is modified or set aside on appeal”).
The Court finds that the text of the October 2022 decree regarding Brune’s date of
appointment is unambiguous in stating that “Laura Brune was appointed voluntary conservator
of the estate and person . . . on June 17, 2021.” (ECF No. 54-9 at 2.) Though the Fiduciary’s
Probate Certificate may be relevant in cases where a decree is ambiguous, the October 2022
decree here precludes the use of contradictory evidence because that decree is “conclusive”
evidence that Brune was appointed voluntary conservator on June 17, 2021. CONN. GEN.
STAT. § 45a–24. Consequently, as Brune was not yet decreed to be conservator when she
contacted West Coast to change the Policy’s beneficiary in May 2021, Schleiter failed to
strictly comply with the Policy’s requirement that she, as opposed to another party, submit a
written request to West Coast to change a beneficiary.
While it is undisputed that Schleiter did not strictly comply with the procedure
prescribed in the Policy, genuine disputes remain as to whether Schleiter substantially
complied with the Policy’s procedure to change a beneficiary. Between May 2021 and
February 2022, Schleiter, Brune, and Greta did not challenge West Coast’s decision not to
process Brune’s change of beneficiary requests, nor did they attempt to change the Policy’s
designated primary beneficiary in Probate Court. (Greta’s 56(a)2 ¶ 34.) The parties do not
seriously dispute, however, that Schleiter’s ALS worsened her neurocognitive symptoms and
eventually led to her death. Schleiter was employed throughout her marriage with Quinn until
she was forced to stop working because of her ALS and then began receiving disability. (Brune
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Aff., ECF No. 61-3, at 1.) Triable issues therefore remain as to whether Schleiter “clearly
intended to change the beneficiary and to designate the new beneficiary” and whether Schleiter
has “taken substantial affirmative action to effectuate the change in the beneficiary.”
Engelman, 690 A.2d at 888.
Considering Schleiter’s actions in the context of her worsening symptoms and the
documentary records surrounding her disputed desire to change the Policy’s beneficiary, the
Court concludes that summary judgment must be denied. “[S]ummary judgment is notoriously
inappropriate for determinations of claims in which intent, good faith, and other subjective
feelings play dominant roles.” Hartford Life Ins. Co. v. Einhorn, 497 F. Supp. 2d 398, 402
(E.D.N.Y. 2007) (quoting Krishna v. Colgate Palmolive Co., 7 F.3d 11, 16 (2d Cir. 1993)).
Because “[i]ntent is exactly what is at issue in this case,” the Court concludes that summary
judgment is inappropriate. Jackson Nat’l Life Ins. Co. v. Pagan, No. 3:19-CV-01205 (JBA),
2020 WL 5230889, at *4-5 (D. Conn. Sept. 2, 2020).
Accordingly, Quinn’s motion for summary judgment requesting declaratory judgment
that he is the primary beneficiary is denied and Greta’s motion for summary judgment that
Greta and Katrin are the primary beneficiaries is denied.
B.
Greta Fails To Offer Sufficient Evidence Of Tortious Interference by
Quinn.
A claim for tortious interference with contract requires the plaintiff to establish: (1) the
existence of a contractual or beneficial relationship, (2) the defendant’s knowledge of that
relationship, (3) the defendant’s intent to interfere with the relationship, (4) that the
interference was tortious, and (5) a loss suffered by the plaintiff that was caused by the
defendant’s tortious conduct. Appleton v. Bd. of Educ. of Town of Stonington, 757 A.2d 1059,
12
1063 (Conn. 2000). As for a tortious interference with expected inheritance claim, a plaintiff
must similarly establish that there was tortious conduct, such essential elements being: “(1) an
expected inheritance, (2) the defendant’s knowledge of the expected inheritance, (3) the
defendant’s intent to interfere with the expected inheritance, (4) the interference was tortious,
and (5) actual loss suffered by the plaintiff as a result of the defendant’s tortious conduct.”
Solon v. Slater, 287 A.3d 574, 592 (Conn. 2023).
Quinn contends that Greta had neither contract rights nor expected inheritance and that
Quinn’s attorney did not engage in any tortious conduct. (Quinn’s Mem. at 21–26.) As
explained below, the Court finds that Greta failed to present evidence that Quinn or his attorney
engaged in tortious conduct, thus failing to raise triable issues as to her tortious interference
claims.
Greta’s theory that Quinn tortiously interfered with her right to be the primary
beneficiary rests on the notion that Quinn committed misconduct in attempting to use a divorce
action to proactively prevent Schleiter from disposing of her estate as she intended. Greta
asserts that this “claim centers foremost on Quinn’s abuse of process in using the initiation of
the Divorce Action to try and bar changes to the Policy’s primary beneficiary.” (Greta’s Opp.
at 21; see also Greta’s Mem. at 30–33.) However, “not every act disturbing a contract is
actionable” because a plaintiff “must prove that the defendant’s conduct was in fact tortious.”
Larsen Chelsey Realty Co. v. Larsen, 656 A.2d 1009, 1022 n.24 (Conn. 1995). “A claim is
made out only when interference resulting in injury to another is wrongful by some measure
beyond the fact of the interference itself.” Id.
Greta fails to proffer evidence to show that there are triable issues as to whether Quinn
engaged in tortious conduct. The “tortious” conduct element may be satisfied by evidence
13
showing that “the defendant was guilty of fraud, misrepresentation, intimidation or molestation
or that the defendant acted maliciously.” Robert S. Weiss & Assocs., Inc., 546 A.2d 216, 223
(Conn. 1988). Greta asserts that Quinn is liable for a tortious email, dated May 20, 2021, from
his counsel to West Coast that misrepresents the significance of Quinn’s filing of a divorce
action. But Greta overlooks that the May 2021 email informed West Coast of Quinn’s
interpretation of the automatic orders and that the email included the automatic orders at issue:
This email is intended to put Protective on notice of Mr. Degner’s claim that
any change to the policy is a violation of the automatic orders of the Connecticut
Court and that Protective should defer any action on any such request to not
facilitate any such violation. Please take such action in response to this notice
as Protective sees fits.
(ECF No. 54-14 at 2.) Greta does not show that Quinn’s attorney improperly tampered with
the automatic orders sent to West Coast or engaged in misconduct. An attorney’s good-faith
representation of a client, including communicating on behalf of that client based on that
attorney’s legal advice, does not support a claim of tortious interference. Golembeski v.
Metichewan Grange No. 190, 569 A.2d 1157, 1160 (Conn. App. Ct. 1990) (granting summary
judgment in a defendant’s favor even though that defendant interfered by advising a client not
to sell to the plaintiffs). Therefore, this email falls short of raising triable issues as to Quinn
being guilty of tortious conduct, including fraud, misrepresentation, intimidation, molestation,
or that Quinn acted maliciously.
Greta’s theory that Quinn engaged in abuse of process by filing the divorce action fares
no better. “[U]nder Connecticut law, a party does not abuse the legal process merely by filing
suit. This is true regardless of the plaintiff’s motive.” Doctor’s Assocs., Inc. v. Weible, 92 F.3d
108, 114 (2d Cir. 1996) (citing Mozzochi v. Beck, 529 A.2d 171, 173-74 (Conn. 1987)). Greta
thus does not show triable issues as to Quinn’s tortious conduct through his filing for divorce.
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Accordingly, because Greta has failed to create a genuine dispute of material fact with
respect to Quinn’s tortious conduct, the Court concludes that Greta’s summary judgment
motion on her cross-claims of tortious interference with a contract and tortious interference
with expected inheritance must be denied, and Quinn’s motion for summary judgment as to
the tortious interference claims is granted.
C.
Quinn’s Affirmative Defenses Are Moot Considering The Court’s
Dismissal Of The Tortious Interference Claims
Greta seeks summary judgment on Quinn’s asserted defenses against her cross-claims,
including capacity, probate authority, waiver, estoppel, unclean hands, and the automatic
orders. (Greta’s Mem. at 22–29.) The Court has granted summary judgment in Quinn’s favor
as to the tortious interference cross-claims. Accordingly, Greta’s motion for summary
judgment with respect to Quinn’s affirmative defenses to her cross-claims is denied as moot.
IV.
CONCLUSION
For the preceding reasons, the Court grants in part and denies in part Quinn’s motion
for summary judgment (ECF No. 51), and denies Greta’s motion for summary judgment (ECF
No. 57). Specifically, Quinn’s motion for summary judgment is granted with respect to Greta’s
tortious interference cross-claims, and those claims are dismissed. Quinn’s and Greta’s
motions are otherwise denied.
SO ORDERED.
Hartford, Connecticut
September 24, 2024
/s/Vernon D. Oliver
VERNON D. OLIVER
United States District Judge
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