In the Matter of the Estate of Doris Spitz-Oosse ( 2024 )


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  •                              NOT FOR PUBLICATION WITHOUT THE
    APPROVAL OF THE APPELLATE DIVISION
    This opinion shall not "constitute precedent or be binding upon any court ." Although it is posted on the
    internet, this opinion is binding only on the parties in the case and its use in other cases is limited. R. 1:36-3.
    SUPERIOR COURT OF NEW JERSEY
    APPELLATE DIVISION
    DOCKET NO. A-0451-22
    IN THE MATTER OF THE
    ESTATE OF DORIS SPITZ-
    OOSSE, deceased.
    __________________________
    Argued February 6, 2024 – Decided April 10, 2024
    Before Judges Whipple, Enright and Paganelli.
    On appeal from the Superior Court of New Jersey,
    Chancery Division, Bergen County, Docket No. P-
    000374-21.
    Craig S. Provorny argued the cause for appellant Brian
    Spitz (Herold Law, PA, attorneys; Craig S. Provorny,
    of counsel and on the briefs; Mikhail Sterlin, on the
    briefs).
    Lawrence Andrew Joel argued the cause for respondent
    Sheryl Held (Joel and Joel, LLP, attorneys; Lawrence
    Andrew Joel, of counsel and on the brief; Richard A.
    Joel, on the brief).
    PER CURIAM
    Brian Spitz appeals from an August 31, 2022 order dismissing his
    counterclaims for breach of an oral contract and unjust enrichment following a
    two-day bench trial. We affirm.
    This matter concerns a family dispute involving Brian's 1 claims against
    his mother's, Doris Spitz-Oosse's, estate. The executrix of the estate is Sheryl
    Held, Brian's sister and Doris's daughter. At trial, Brian; his wife, Kimberly;
    and his uncle, Murray, testified on Brian's behalf. Sheryl testified on behalf of
    the estate.
    We glean the facts and procedural history from the trial court record. For
    a time, the family resided in Paterson (Paterson Property) and eventually moved
    to Fair Lawn (Fair Lawn Property). When the family moved to the Fair Lawn
    Property, Doris retained the Paterson Property as a rental property.
    In 1980, Doris and Brian's uncle, Solomon, started a company called
    Karroni Corporation. 2 Karroni was a property management company—holding
    and renting properties. Brian testified he worked for Karroni from the age of
    sixteen or seventeen to the age of twenty-one; from 1982 through 1987. He
    1
    Since Brian shares the same surname as other individuals involved in this
    matter, we use first names for the parties, as well as other individuals named in
    the opinion. No disrespect is intended.
    2
    The record reflects two spellings: "Karroni" and "Karoni."
    A-0451-22
    2
    claimed Doris "verbally promised [him] a [ten percent] future interest in
    Kar[r]oni . . . in exchange for his work," but she later told him "they were not
    going to honor the ten percent." Brian testified he left Karroni in 1987 because,
    among other reasons, he had not received an ownership interest. Nonetheless,
    Brian explained he returned to Karroni in 1988 for six months. He later left the
    company after being injured.
    Brian testified he again returned to Karroni in 1992 after Solomon's death.
    He explained a Karroni property located in Irvington (Irvington Property), had
    800 Department of Community Affairs (DCA) violations. There was no written
    evidence of the violations produced at trial. Brian claimed he returned to
    Karroni to handle the violations. He explained:
    What [Doris] was doing was, she told me that, since she
    could not afford to pay me, because it had to be put back
    into the building for renovation work to abate the
    violations and satisfy the DCA, that she would leave me
    the Paterson [P]roperty that I grew up in as
    compensation. . . .
    So me and [Doris] came up with the agreement and she
    offered that she would leave me the property. And, I
    said, since you[ are] deriving income from it, I go, I do[
    no]t want you to turn the property to me immediately.
    I go, you can leave me the property in your [W]ill when
    you pass. This way you[ wi]ll have no need for the
    assets. And the other part of the agreement was that, if
    she decided she did[ not] want to keep the property any
    A-0451-22
    3
    longer and sold the property, she would turn the
    proceeds over to me.
    Brian testified that he "would[ no]t have been able to" go back to Karroni
    "without compensation if [he] had not been promised the Paterson [P]roperty in
    the [W]ill or the proceeds of the sale." Brian contends he received no pay,
    money or compensation between 1992 and 2000. He also testified that he never
    received "payment vouchers or pay stubs"; 1099s; or W-2s from Karroni.
    Kimberly testified that Brian returned to work for Karroni without pay
    and she and Brian lived off of her salary. She also testified she understood Brian
    would be compensated with the Paterson Property. She stated she never had any
    discussion with Doris about the purported agreement.
    Uncle Murray testified he knew "there was some sort of agreement" but
    he did not know the details. He stated there "was just an understanding that
    there[ wa]s this whole kind of notion of sweat equity; that [Brian would] put in
    a lot of time and effort and . . . eventually be rewarded for that." Further, Uncle
    Murray testified he thought "probably [Doris] mentioned it" and "[p]otentially
    at some point Brian mentioned it." He did not recollect the details and explained
    Doris generally talked about business but she "certainly" did not talk to him
    about details.
    A-0451-22
    4
    Sheryl testified she was not involved with and never worked for Karroni
    but recalled conversations about Karroni around the house. She stated there was
    never an agreement or oral contract between Doris and Brian, and that Brian
    "just conjured [it] up."
    Brian testified that he and Doris had no further discussions from 1992
    through 2000 about her leaving him the Paterson Property. However, he stated
    they spoke about her Will on several occasions. He requested to see "excerpts"
    of the Will, to confirm she kept her word; or "permission to contact her attorney
    to find out [w]hat was done and she did have a [W]ill in effect." Doris did not
    comply with these requests.
    The Irvington Property was sold in 2000 for $200,000. Brian explained
    he received some of the money left after the sale of the Irvington Property. Also,
    he testified that Doris told him "she was very grateful to [him] for helping her,"
    and he could take the money in their Karroni account "as a small token."
    However, he explained Doris later took some of the money, so he only received
    a "portion of it."
    Moreover, Brian testified that since Doris kept putting him off about her
    Will, he distanced himself from her. He explained he severed their relationship
    and had no contact with Doris from 2000 to 2009. Brian testified he rekindled
    A-0451-22
    5
    his relationship with Doris in 2009, and he and Doris had a normal relationship
    from 2009 through 2019.
    In September 2018, Doris executed a Last Will and Testament (2018
    Will). She "revoke[d] all prior Wills and Codicils" and "specifically devise[d]"
    the Paterson Property to Brian. There was no mention of the devise being part
    of an oral contract with Brian. Doris also devised the Fair Lawn Property to
    Sheryl. Although Brian never saw the 2018 Will until after Doris's passing, he
    understood the Will reflected his agreement with Doris.
    Sheryl testified Doris:
    always said she was fortunate to have two houses. She
    had two children. She was going to ask her son which
    house he wanted so there would be no problems. Brian
    said Paterson. [Doris] said fine. That's from my
    mother's own mouth.
    In August 2019, Brian met with Doris and demanded that she show him
    her Will. He explained he needed to write out his side of the conversation
    because Doris was "extremely deaf." The writing provided:
    How are you feeling? I know you fell in the bathroom,
    I let Murr[a]y + Jane know!
    Kim and the girls want me to come stay here for a week
    or two to try to get you back on track! Also [three]
    times a day is not enough for checking you[r] sugar!
    But it's better than once a day[.]
    A-0451-22
    6
    I'm going to give you something to read and I need an
    answer before I leave, remember I don't want to see
    anything bad to happen to you and I want to help you
    we're all concerned about you and your health!!!
    I'm sorry to have to bring this up but have you really
    done your [W]ill as you told me you have!
    Because if not we need to attend to it so me and your
    daughter don't have issues!!!
    ****[3]
    That is not what you said it was supposed to be Fair
    Lawn house 50/50 and Paterson house 100% me.
    Please be honest what you said just now was that Fair
    Lawn was 100% hers and I get Paterson.
    ****
    Thank you cause I just don't want the extra stress of
    fighting with them and who is executor!
    I'm sorry I have to do this but over the course of your
    illness you've told me several different things on top of
    the list is your [W]ill as per our talks over the years[.]
    [Y]ou have told me several different versions of your
    [W]ill but have never shown me it, as you had agreed
    to. At this point because of your past track record of
    keeping your word, you need to do as you promised and
    prove that you actually did what you said you would!
    If you[ are] not going to actually prove it[,] today will
    be the last day you see me!!! I'm sorry but I can't trust
    you!!! I'll give you till Friday morning to do so! If you
    have no intention of doing this tell me now.
    3
    "****" reflects an apparent gap in the conversation.
    A-0451-22
    7
    Doris never showed Brian her Will. Brian and Doris never saw each other or
    communicated with one another after the August 2019 meeting.
    Sheryl testified that following Doris and Brian's conversation, Doris
    called her crying, and she went to Doris's house.          Sheryl explained she
    exchanged text messages with Brian in the presence of Doris. Brian testified he
    did not explain what was going on with Doris in the messages. He testified that
    Sheryl was never part of the business and he was not going to bring her into
    something Doris could explain.
    However, in one of the text messages Brian stated:
    Write on a piece of paper to tell you what our agreement
    was I have nothing to hide you can even ask [Uncle]
    Murray because he was the one who [t]ried to act kind[
    of] like a moderator.
    Sheryl responded with:
    All right, is this about houses. Truth is, she has two
    houses and two children. She told me she asked you
    what house you wanted and you said Paterson.
    Sheryl continued:
    She said she did[ no]t promise you anything when I
    asked her.
    Brian responded:
    A-0451-22
    8
    Very well tell her no matter what she is my mother and
    I wish her no harm but tonight was the last time I[ wi]ll
    be over.
    In October 2019, Doris executed another Last Will and Testament (2019
    Will) providing she "revoked all prior Wills and Codicils" and "intentionally
    made no provision . . . for . . . [Brian] and [her] daughter-in-law . . . and
    specifically disinherit[ed] them, not for lack of love and affection but for
    personal reasons known only to [her]."
    Sheryl testified Doris
    changed the [W]ill because basically throughout [her]
    life and when [Doris] really needed [Brian], he was not
    around. . . . [Doris] reflected and decided to change her
    [W]ill. Because she did[ no]t want [Brian] to have
    anything because of the way he treated her his whole
    life.
    In April 2021, Doris sold the Paterson Property. Sheryl and Uncle Murray
    testified Doris did not want Brian to know about the sale. Sheryl explained
    Brian and Doris were estranged and Doris was afraid of Brian's reaction. Uncle
    Murray testified Doris did not tell him why she did not want Brian to know about
    the sale. Brian was unaware of the sale of the Paterson Property and did not
    receive the sale proceeds. On May 27, 2021, Doris passed away, leaving the
    2019 Will in place.
    A-0451-22
    9
    In June 2021, Brian filed a caveat against the granting of letters
    testamentary or the admitting to probate of the 2019 Will. In July 2021, Sheryl
    filed a verified complaint for probate of the 2019 Will and removal of the caveat.
    The Deputy Surrogate executed an Order to Show Cause requiring parties of
    interest to appear and show cause why a judgment should not be entered : (A)
    admitting the 2019 Will to probate; (B) appointing Sheryl as executrix of the
    Estate of Doris, subject to qualification with the Bergen County Surrogate; and
    (C) removing the caveat.
    In September 2021, Brian filed an answer to the complaint and a
    counterclaim alleging two counts—undue influence and lack of capacity. In
    January 2022, he filed an amended answer and counterclaim to include counts
    for breach of oral contract and unjust enrichment. In July 2022, the undue
    influence and lack of capacity counts were dismissed from Brian's counterclaim,
    by stipulation, and the caveat was withdrawn. The remaining counts, breach of
    an oral contract and unjust enrichment, were tried on August 2 and 3, 2022.
    In assessing the trial testimony, the judge stated he was able to observe
    the witnesses and their demeanor. He stated he understood the testimony would
    be, "in a family sort of way," "slanted or tilted or bias[ed] in one direction,"
    because "[e]verybody ha[d] their own self-interest."
    A-0451-22
    10
    In addition to the testimony, the judge considered the writing from Brian
    and Doris's conversation in August 2019, and stated the writing did not mention
    the purported contract. Further, he noted Brian's writing stated, "you have told
    me several different versions," and questioned why Brian would have mentioned
    "several different versions if they had an oral contract."
    Further, the judge reviewed Brian and Sheryl's text messages. He also
    reviewed the 2018 Will and stated it only revealed a "donative intent" and did
    not mention a contract or agreement.
    Applying the "clear and convincing" burden of proof, the judge
    determined:
    There is nothing that I could find that even evidences
    this agreement, much less by clear and convincing
    evidence.
    On appeal, Brian contends the judge erred by: (1) applying the wrong
    standard of proof; (2) not finding an oral contract between him and Doris, and
    failing to find Doris breached the contract by not providing him with the
    proceeds of the sale of the Paterson Property; and (3) ignoring his claim of unjust
    enrichment.
    Appellate courts apply a deferential standard in reviewing factual findings
    by a judge. Balducci v. Cige, 
    240 N.J. 574
    , 594 (2020); State v. McNeil-
    A-0451-22
    11
    Thomas, 
    238 N.J. 256
    , 271 (2019). In an appeal from a non-jury trial, appellate
    courts "give deference to the trial court that heard the witnesses, sifted the
    competing evidence, and made reasoned conclusions." Griepenburg v. Twp. of
    Ocean, 
    220 N.J. 239
    , 254 (2015). "The general rule is that findings by a trial
    court are binding on appeal when supported by adequate, substantial, credible
    evidence." Gnall v. Gnall, 
    222 N.J. 414
    , 428 (2015) (quoting Cesare v. Cesare,
    
    154 N.J. 394
    , 411-12 (1998)). Further, ordinarily, appellate courts should not
    disturb a trial court's credibility findings. See Mountain Hill, LLC v. Twp.
    Comm. of Twp. of Middleton, 
    403 N.J. Super. 146
    , 193 (App. Div. 2008)
    (citations omitted) ("[Appellate courts] are not in a good position to judge
    credibility and, ordinarily, should not make new credibility findings.").
    "A trial court's interpretation of the law and the legal consequences that
    flow from established facts are not entitled to any special deference." Rowe v.
    Bell & Gossett Co., 
    239 N.J. 531
    , 552 (2019) (quoting Manalapan Realty, L.P.
    v. Twp. Comm. of Manalapan, 
    140 N.J. 366
    , 378 (1995)). Therefore, "[w]hether
    the facts found by the trial court are sufficient to satisfy the applicable legal
    standard is a question of law subject to plenary review on appeal." State v.
    Cleveland, 
    371 N.J. Super. 286
    , 295 (App. Div. 2004).
    A-0451-22
    12
    "A contract arises from offer and acceptance, and must be sufficiently
    definite 'that the performance to be rendered by each party can be ascertained
    with reasonable certainty.'" Weichert Co. Realtors v. Ryan, 
    128 N.J. 427
    , 435
    (1992) (citations omitted).   "Thus, if parties agree on essential terms and
    manifest an intention to be bound by those terms, they have created an
    enforceable contract." 
    Ibid.
     (citations omitted). Where the parties do not agree
    to one or more essential terms, however, courts generally hold that the
    agreement is unenforceable. 
    Ibid.
     (citations omitted).
    To establish a claim for breach of contract, a party must prove four
    elements:
    first, that the parties entered into a contract containing
    certain terms; second, that [the] plaintiff did what the
    contract required [the plaintiff] to do; third, that [the]
    defendant did not do what the contract required [the
    defendant] to do, defined as a breach of the contract;
    and fourth, that [the] defendant's breach, or failure to
    do what the contract required, caused a loss to the
    plaintiff.
    [Woytas v. Greenwood Tree Experts, Inc., 
    237 N.J. 501
    , 512 (2019) (alterations in original) (quoting Globe
    Motor Co. v. Igdalev, 
    225 N.J. 469
    , 482 (2016)).]
    "To establish a claim for unjust enrichment, 'a plaintiff must show both
    that defendant received a benefit and that retention of that benefit without
    payment would be unjust.'" Iliadis v. Wal-Mart Stores, Inc., 
    191 N.J. 88
    , 110
    A-0451-22
    13
    (2007) (quoting VRG Corp. v. GKN Realty Corp., 
    135 N.J. 539
    , 554 (1994)).
    "That quasi-contract doctrine also 'requires that plaintiff show that it expected
    remuneration from the defendant at the time it performed or conferred a benefit
    on defendant and that the failure of remuneration enriched defendant beyond its
    contractual rights.'" 
    Ibid.
     (quoting VRG Corp., 
    135 N.J. at 554
    .
    Brian argues the judge erred by applying the wrong burden of persuasion
    at trial. He contends: (1) "the trial court applied a much higher burden of proof
    to its analysis of the existence of a contract between [Brian] and [Doris] than
    the 'clear and convincing' standard set forth in N.J.S.A. 2A:81-2"; and (2) the
    trial court abused its discretion by applying an incorrect burden of proof , "clear
    A-0451-22
    14
    and convincing,"4 instead of the required "preponderance of the evidence"5
    standard that applies when there is performance of an agreement; relying on
    Deutsch v. Budget Rent-A-Car, 
    213 N.J. Super. 385
     (App. Div. 1986). These
    arguments are unavailing.
    4
    Clear and convincing evidence is evidence that
    produces in your mind[] a firm belief or conviction that
    the allegations sought to be proved by the evidence are
    true. It is evidence so clear, direct, weighty in terms of
    quality, and convincing as to cause you to come to a
    clear conviction of the truth of the precise facts in issue.
    The clear and convincing standard of proof requires
    that the result shall not be reached by a mere balancing
    of doubts or probabilities, but rather by clear evidence
    which causes you to be convinced that the allegations
    sought to be proved are true.
    [Model Jury Charges (Civil), 1.19, "Burden of Proof—
    Clear and Convincing Evidence" (rev. Aug. 2011).]
    5
    The term "preponderance of the evidence" means that
    amount of evidence that causes you to conclude that the
    allegation is probably true. To prove an allegation by
    the preponderance of the evidence, a party must
    convince you that the allegation is more likely true than
    not true. If the evidence on a particular issue is equally
    balanced, that issue has not been proven by a
    preponderance of the evidence. Therefore, the party
    having the burden of proving that issue has failed with
    respect to that particular issue.
    [Model Jury Charges (Civil), 1.12H, "Preponderance of
    the Evidence" (approved Nov. 1998).]
    A-0451-22
    15
    Initially, on both days of trial, Brian's counsel confirmed the applicable
    standard of proof was by "clear and convincing evidence." Counsel did not limit
    the application of the standard to particular issues or claims. On appeal, Brian
    argues any "contention the parties stipulated to a standard of 'clear and
    convincing evidence' for the entire case . . . is contrary to the record ," citing to
    his post-trial "proposed findings of fact and conclusions of law." Our review of
    the post-trial submittal does not reveal Brian sought to apply the lesser burden.
    Instead, he contended the estate's Statute of Frauds (SOF) argument "may not
    apply" or Brian and Doris's purported agreement might be outside the SOF
    because of Brian's performance. We are satisfied Brian did not raise the issue
    of varying burdens of proof at trial. Moreover, we conclude, as we explain
    below, the argument is unavailing because Brian's burden of persuasion was by
    "clear and convincing" evidence as a matter of law.
    The Dead Man's Act, N.J.S.A. 2A:81-2, provides:
    In a civil action that is commenced or defended . . . by
    a personal representative on behalf of a decedent, any
    other party who asserts a claim or an affirmative
    defense against the . . . personal representative, that is
    supported by oral testimony of a promise, statement, or
    act of . . . the decedent, shall be required to establish
    the same by clear and convincing proof.
    [(emphasis added).]
    A-0451-22
    16
    Therefore, under the Dead Man's Act, Brian's burden of persuasion—as to
    the alleged oral contract between him and Doris, and his claim for unjust
    enrichment—was by "clear and convincing proof."
    In addition, Brian's claim for contractual compensation, based either on
    the transfer to him of the Paterson Property or the payment to him of the
    proceeds of the sale of the Paterson Property, implicates the "clear and
    convincing" standard under the SOF.
    Under N.J.S.A. 25:1-13:
    An agreement to transfer an interest in real estate or to
    hold an interest in real estate for the benefit of another
    shall not be enforceable unless:
    a. a description of the real estate sufficient to identify
    it, the nature of the interest to be transferred, the
    existence of the agreement, and the identity of the
    transferor and transferee are established in a writing
    signed by or on behalf of the party against whom
    enforcement is sought; or
    b. a description of the real estate sufficient to
    identify it, the nature of the interest to be
    transferred, the existence of the agreement and the
    identity of the transferor and the transferee are
    proved by clear and convincing evidence.
    [(emphasis added).]
    A-0451-22
    17
    Therefore under N.J.S.A. 25:1-13(b), Brian's burden of persuasion to
    establish Doris orally agreed to "transfer an interest" or to "hold an interest" in
    the Paterson Property for him was by "clear and convincing evidence."
    We recognize Brian argues his oral agreement with Doris dates to 1992.
    At that time, the SOF provided:
    No action shall be brought upon any of the following
    agreements or promises, unless the agreement or
    promise, upon which such action shall be brought or
    some memorandum or note thereof, shall be in writing,
    and signed by the party to be charged therewith, or by
    some other person thereunto by him lawfully
    authorized:
    ....
    d. A contract for sale of real estate, or any interest in
    or concerning the same.
    [N.J.S.A. 25:1-5.]
    While the predecessor statute, N.J.S.A. 25:1-5, was silent on the evidential
    burden, our courts required evidence by the "clear and convincing" standard.
    See Aiello v. Knoll Golf Club, 
    64 N.J. Super. 156
    , 164 (App. Div. 1960).
    Nonetheless, Brian argues the "'preponderance of the evidence' standard
    . . . applies when there is part performance of an agreement" and under Deutsch,
    "[t]he appropriate standard for proving a contract that has been fully performed
    by one of the parties is 'preponderance of the evidence.'" This argument fails.
    A-0451-22
    18
    In Epstein v. Fleck, the court stated:
    In every case, in order to take the case out of the [SOF]
    on the ground of part performance, irrespective of other
    questions, two things are requisite: [t]he terms of the
    contract must be established by the proofs to be clear,
    definite, and unequivocal, and the acts relied on as part
    performance must be exclusively referable to the
    contract.
    [
    141 N.J. Eq. 486
    , 488 (E. & A. 1948) (emphasis added)
    (quoting Cooper v. Colson, 
    66 N.J. Eq. 328
    , 330 (E. &
    A. 1904)).]
    Similarly, in Young v. Sabol, the court held "[t]he obligation of plaintiff
    [wa]s to prove by clear, cogent and convincing evidence an oral agreement
    . . . . such [that] part-performance . . . [would] exclude the operation of the
    [SOF]." 
    4 N.J. 309
    , 312 (1950) (citing Epstein, 
    141 N.J. Eq. at 486
    ; White v.
    Risdon, 
    140 N.J. Eq. 613
    , 614-15 (Ch. 1947); Poloha v. Ruman, 
    137 N.J. Eq. 167
     (Ch. 1945); Hufnagel v. Scholp, 
    138 N.J. Eq. 16
     (Ch. 1946); Laune v.
    Chandless, 
    99 N.J. Eq. 186
     (Ch. 1926)). Therefore, it has long been established
    that to avoid the operation of the SOF a party is required to present "clear and
    convincing" evidence.
    Moreover,    Brian's   reliance   on     Deutsch   to   provide   the   lesser
    "preponderance of the evidence" standard is misplaced. In Deutsch, we held
    "the [SOF] will not prevent enforcement of an oral agreement relating to real
    A-0451-22
    19
    property if part performance provides a reliable indication that the parties have
    made an agreement of the general nature sought to be enforced." 
    213 N.J. Super. at 388
    .
    In Deutsch, we did not directly address the burden of persuasion.
    Nonetheless, we cited to Restatement (Second) of Contracts § 129 cmt. b (Am.
    Law Inst. 1981) which provided "[t]he evidentiary element can be satisfied by
    painstaking examination of the evidence and realistic appraisal of the
    probabilities on the part of the trier of fact; this is commonly summarized in a
    standard that calls upon the trier of the facts to be satisfi ed by 'clear and
    convincing evidence.'"
    Moreover, we cited to Cauco v. Galante, where the Court recognized, "the
    long established principle that in order to sustain part performance of a parol
    contract conveying an interest in real estate sufficiently to take the contract out
    of the [SOF,] the parol agreement must be clearly proved as to its terms and
    subject matter." 
    6 N.J. 128
    , 138 (1951) (emphasis added); see also Grabow v.
    Gelber, 
    138 N.J. Eq. 586
    , 591 (Ch. Ct. 1946) (emphasis added) ("[T]o take the
    agreement out of the operation of the [SOF,]" there must be "convincing
    proof."). Consequently, under the performance exception to the SOF, Brian's
    burden was by "clear and convincing" proof.
    A-0451-22
    20
    Therefore, as a matter of law, Brian's burden of persuasion was by "clear
    and convincing" evidence.
    Next, we consider Brian's argument that the judge erred in not finding an
    oral contract between him and Doris, and failing to find Doris's breach of the
    contract by not providing him with the proceeds of the sale of the Paterson
    Property. We agree with the judge that Brian failed to sustain his burden by
    "clear and convincing" evidence to warrant this relief.
    The judge discounted the witnesses' testimony as it was "slanted or tilted
    or bias[ed]" and was infused with everyone's "self-interest." We perceive no
    reason to "disturb [the judge's] credibility findings." Mountain Hill, 403 N.J.
    Super. at 193.
    Further, as the judge noted, while the 2018 Will provided for the devise
    of the Paterson Property to Brian, it failed to indicate anything regarding the
    purported oral agreement between Brian and Doris. In addition, Brian's one-
    sided writing of his conversation referenced the Fair Lawn and Paterson
    properties and how those properties would be devised between Brian and Sheryl.
    However, the writing was silent regarding an oral agreement between Brian and
    Doris.
    A-0451-22
    21
    Moreover, while Brian mentioned an undefined "agreement" in the text
    message to Sheryl, Doris denied any "promises" were made but acknowledged
    he wanted the Paterson Property. Brian did not reassert the existence of a
    purported agreement between him and Doris, but, instead, stated "very well" and
    severed his relationship with Doris.
    Therefore, Brian's evidence fell short of "clearly and convincingly"
    establishing the existence of an oral contract between him and Doris to devise
    him the Paterson Property or the proceeds of the sale of the Paterson Property
    in exchange for his work at the Irvington Property. Thus, we conclude the judge
    properly found there was no "clear and convincing" evidence of an oral contract
    between Brian and Doris, and therefore, conclude there could be no breach.
    Lastly, Brian argues the judge erred by ignoring his claim of unjust
    enrichment. We disagree. The judge's factual findings regarding this claim are
    fully addressed and supported in the record.
    In accord with the Dead Man's Act, it was Brian's burden to establish his
    unjust enrichment claim by "clear and convincing" evidence. He was required
    to establish Doris "received a benefit and that retention of that benefit without
    payment would be unjust." Iliadis, 
    191 N.J. at 110
    .
    A-0451-22
    22
    However, Brian acknowledged there was no written evidence of his
    employment with Karroni.         In the absence of any written evidence of
    employment, or any other evidence of employment; and with the judge's
    credibility findings regarding the witnesses' testimony on this claim, Brian failed
    to meet his "clear and convincing" burden to warrant relief on his unjust
    enrichment claim.
    Any remaining arguments raised by Brian are without sufficient merit to
    warrant discussion in a written opinion. R. 2:11-3(e)(1)(E).
    Affirmed.
    A-0451-22
    23
    

Document Info

Docket Number: A-0451-22

Filed Date: 4/10/2024

Precedential Status: Non-Precedential

Modified Date: 4/10/2024