Francesca Maria Pier v. Katherine Jungkind
427 S.W.3d 922
Tenn. Ct. App.2013Background
- Ms. Pier and Mr. Pier entered a 2007 MDA dividing retirement assets and directing QDRO preparation by Jungkind and Evans & Petree.
- Final divorce decree was entered April 16, 2007, incorporating the MDA; QDROs were not filed until January 2009.
- Ms. Pier sued in October 2009 for legal malpractice and breach of fiduciary duty against Jungkind, Evans Petree, and Shea entities.
- Defendants moved for summary judgment in 2010; the Evans Petree defendants argued the action was time-barred.
- The trial court granted summary judgment to Evans Petree (statute of limitations) and to Shea Moskovitz; it granted Whitfield summary judgment for lack of expert proof against negligence.
- On appeal, the court addressed whether the one-year limit in § 28-3-104 barred the action and whether plaintiff met expert proof requirements for some defendants.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the one-year statute of limitations barred Jungkind/Evans Petree | Pier filed within discovery rule window to avoid bar. | Pier knew of nonfiling by June 2008; action filed Oct 2009; statute expired. | Yes; statute of limitations bar affirmed for Jungkind/ Evans Petree. |
| Whether Whitfield is entitled to summary judgment for lack of expert proof | Pier asserted negligence by Whitfield; Vaughan affidavit supports some claims. | Vaughan references no conduct by Whitfield; no expert proof. | Yes; summary judgment affirmed for Whitfield. |
| Whether Shea Moskovitz defendants are entitled to summary judgment | Pier relied on Shea to monitor QDROs; Vaughan contested Shea's role. | Pier contradicted herself; Vaughan insufficient to refute Shea's affidavit. | Partially reversed; but the appellate court ultimately affirmed based on statute of limitations for the overall action. |
Key Cases Cited
- Brown v. Erachem Comilog, Inc., 231 S.W.3d 918 (Tenn. 2007) (applies discovery rule to accrual of claims)
- Owens v. Truckstops of Am., 915 S.W.2d 420 (Tenn. 1996) (discovery rule applicability in tort cases)
- PNC Multifamily Capital Inst’l Fund XXVI v. Bluff City Cmty. Dev. Corp., 387 S.W.3d 525 (Tenn. Ct. App. 2012) (determines accrual in complex loan/defect contexts)
- Shadrick v. Coker, 963 S.W.2d 726 (Tenn. 1998) (discusses discovery and accrual principles)
- Stanbury v. Bacardi, 953 S.W.2d 671 (Tenn. 1997) (limits on when knowledge of injury triggers accrual)
- Carvell v. Bottoms, 900 S.W.2d 23 (Tenn. 1995) (knowledge sufficient to put on notice of injury)
- John Kohl & Co. v. Dearborn & Ewing, 977 S.W.2d 528 (Tenn. 1998) (clarifies discovery of injury and cognizable damages)
- Roe v. Jefferson, 875 S.W.2d 653 (Tenn. 1994) (recognizes discovery standard for accrual)
- Wyatt v. A–Best Co., 910 S.W.2d 851 (Tenn. 1995) (injury accrual and timing considerations)
- Cherry v. Williams, 36 S.W.3d 78 (Tenn. Ct. App. 2000) (defines cognizable injury for accrual purposes)
- Hill v. Lamberth, 73 S.W.3d 131 (Tenn. Ct. App. 2001) (summary judgment standards and permissible grounds)
- Federal Ins. Co. v. Winters, 354 S.W.3d 287 (Tenn. 2011) (summary judgment may be affirmed on alternate grounds)
- Hannan v. Alltel Publ’g Co., 270 S.W.3d 1 (Tenn. 2008) (summary judgment framework; affirmative defense and essential elements)
