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Kaplan v. Scheer
182 Conn. App. 488
Conn. App. Ct.
2018
Read the full case

Background

  • Kaplan owned 6 Spring Rock Road; defendants Scheer owned adjacent waterfront 2 Spring Rock Road. A driveway crossed defendants’ land.
  • Parties settled Kaplan’s adverse possession/boundary suit in 2003 via a written settlement agreement: they exchanged quitclaim deeds and defendants granted Kaplan a pedestrian/vehicular driveway easement over the portion of defendants’ land used to access her house.
  • Settlement and the three instruments (defendants’ easement; defendants’ quitclaim to Kaplan; Kaplan’s quitclaim to defendants) were recorded the same morning; the easement then defendants’ deed, then Kaplan’s deed. Kaplan’s deed quitclaimed “any and all” rights in defendants’ property except the recorded driveway easement.
  • Kaplan later was barred by defendants from crossing their property to access the shore via stairs/grove; she sued in 2012 seeking reformation of her deed to reserve the water-access easement, alleging mutual mistake (and alternative unilateral mistake/fraud theories).
  • Trial court found for defendants: it concluded the settlement language was unambiguous (alphanumeric prefixes were for convenience) and Kaplan failed to prove mutual mistake by clear and convincing evidence. Kaplan appealed; the Appellate Court affirmed.

Issues

Issue Kaplan’s Argument Scheer’s Argument Held
Whether alphanumeric prefixes in settlement required a specific recording order Prefixes (A, B, C) indicate sequence of recording; wrong order caused inadvertent conveyance of water easement Agreement is silent as to recording order; prefixes are mere convenience and do not change parties’ intent Court: Agreement unambiguous; prefixes for convenience; no required recording sequence; intent satisfied by instruments as written
Whether deed reformation is available to correct alleged mutual mistake about recording/order Deed should be reformed to reserve water easement because mutual mistake caused unintended conveyance Reformation would alter the bargained-for settlement; no mutual mistake shown Court: Reformation denied — Kaplan failed to prove mutual mistake by clear and convincing evidence
Burden/standard for proving mutual mistake for reformation Lower burden should apply given circumstances Clear and convincing standard applies to reformation claims Court: Clear and convincing proof required and not met; trial court credibility findings upheld
Whether recording sequence (or deed language) resurrects preserved rights Kaplan: recording order caused extinguishment of water right unintentionally Scheer: instruments and settlement manifest intent to relinquish all rights except driveway easement; recording sequence would not revive rights Court: Instruments and settlement language show only driveway easement was preserved; water easement was not protected; recording order not dispositive

Key Cases Cited

  • Reid v. Landsberger, 123 Conn. App. 260 (contract interpretation principle regarding plenary review for unambiguous agreements)
  • EH Investment Co., LLC v. Chappo, LLC, 174 Conn. App. 344 (ambiguity must arise from contract language; give effect to all provisions)
  • Lopinto v. Haines, 185 Conn. 527 (reformation remedy limited to correcting writings that fail to reflect the parties’ actual agreement)
  • Deutsche Bank Nat. Trust Co. v. Perez, 146 Conn. App. 833 (reformation requires that the reformed writing express what both parties understood and agreed to)
  • Miller v. Commissioner of Correction, 242 Conn. 745 (explaining the demanding clear-and-convincing standard)
  • Yellow Book Sales & Distribution Co. v. Valle, 311 Conn. 112 (must honor plain meaning of integrated written contract)
  • Czeczotka v. Roode, 130 Conn. App. 90 (elements and equitable basis for reformation)
  • Customers Bank v. Boxer, 148 Conn. App. 479 (trial court’s province to weigh credibility and evidence)
Read the full case

Case Details

Case Name: Kaplan v. Scheer
Court Name: Connecticut Appellate Court
Date Published: Jun 12, 2018
Citation: 182 Conn. App. 488
Docket Number: AC39515
Court Abbreviation: Conn. App. Ct.