50 A.3d 10
N.H.2012Background
- This case involves an appeal from a superior court order granting a motion in limine to exclude parol evidence in a trust dispute.
- The trust was created by Domenica and Michael DiGaetano in 1996, with grandchildren and great-grandchildren as beneficiaries, including the plaintiffs.
- In 2003 Domenica amended the trust appointing the defendant as sole trustee and beneficiary; Domenica died in 2006.
- The defendant then sold the family-trust property and sought probate interpretation, which the probate court granted in his favor after a six-day trial.
- The plaintiffs appealed de novo to the superior court under RSA 547:ll-d, seeking a jury trial on contract-formation issues; the superior court denied the defendant’s strike of the appeal and granted the parol-evidence motion, leading to dismissal of the case.
- The defendant cross-appealed the denial of his motion to strike, and this court reversed that denial and remanded to dismiss the appeal.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Jurisdiction for jury trial under RSA 547:ll-d | DiGaetano argued for jury on contract-formation issues | Probate court has exclusive jurisdiction over trusts | No jury trial; probate court has exclusive jurisdiction over trust interpretation and reform |
| Third-party beneficiary right to jury trial | Plaintiffs invoke third-party beneficiary theory for jury right | Doctrine does not create jury-right here | No jury trial based on third-party-beneficiary theory under these facts |
| Authority to strike appeal and ruling on the appeal | Appeal should proceed to jury trial on trust issues | Superior court lacked jurisdiction; strike proper | We reverse the denial of the motion to strike and remand to dismiss the appeal |
Key Cases Cited
- In re Bourassa, 159 N.H. 344 (2009) (probate jurisdiction over trust matters; equity focus)
- Petition of Atkins, 126 N.H. 577 (1985) (probate matters; jury trial not constitutionally guaranteed)
- In re Estate of Heald, 147 N.H. 280 (2001) (probate matters; jury trial right is statutory)
- Brooks v. Trustees of Dartmouth College, 161 N.H. 685 (2011) (third-party beneficiary doctrine; status and rights clarified)
- Arlington Trust Co. v. Estate of Wood, 123 N.H. 765 (1983) (nonparties may sue to enforce contract under third-party beneficiary concept)
- In re Pack Monadnock, 147 N.H. 419 (2002) (trust-related claims adjudicated in probate context; jurisdictional considerations)
- New Hampshire Health Care Assoc. v. Governor, 161 N.H. 378 (2011) (de novo review of statutory questions; interpretive approach)
