DocketNumber: No. CV 87 24 20 29 S
Citation Numbers: 1991 Conn. Super. Ct. 1881
Judges: BELINKIE, STATE TRIAL REFEREE.
Filed Date: 2/22/1991
Status: Non-Precedential
Modified Date: 7/5/2016
The present action arises out of the circumstance that the defendant became a beneficiary of the estate of his daughter, Vivian Sykes, whose estate instituted a wrongful death action which was settled for $85,000. Before the death action was settled, counsel for the estate, Hugh Lavery, sought to determine from one, June Thomas of the Bureau of Collection Services, what amount the defendant would be able to keep considering that at the time, June Thomas advised that the defendant's distributive share of his daughter's estate was subject to a lien, pursuant to C.G.S. 17-83e and 17-83f in the amount of $126,475.88. In accordance with C.G.S. 17-83e and 17-83f, counsel was advised by both June Thomas and the Attorney General's Office, that the defendant would be allowed to retain $10,643.45, one-half of his inherited share.
It is the defendant's claim that he relied on this information in agreeing to settle the wrongful death action.
By letter dated March 3, 1987, the Attorney General's Office by Assistant Attorney General Anita Satti, expressed its agreement that the final accounting in Sykes estate reflect that the defendant's distributive share, would be $10,465.35. Much to the consternation of both the defendant and his attorney, Hugh Lavery, under date of March 5, 1987, CT Page 1882 Assistant Attorney General Anita Satti wrote to Lavery's law office, noticing a lien against the defendant's distributive share based on the outstanding order of support against the defendant in the North Carolina Court, which it was claimed, had been outstanding since 1978, and, upon which there was now an arrearage in excess of $23,000.00.
The defendant has filed four special defenses.
The first special defense alleges in a general way that the defendant is entitled to his one-half of distributive share of his daughter's estate.
The second special defense alleges a breach of agreement on the part of the State.
The third special defense alleges estoppel.
The fourth special defense alleges accord and satisfaction.
Frustrating though it might be to the defendant at the sudden disappearance of his expected windfall and sympathetic though the court might be toward such frustration, the court is unable to afford relief, legally, equitably, or otherwise.
The first special defense alleges that the defendant is entitled to one-half of his distributive share of his daughter's estate. This of course, begs the question. The issue in the case is whether this is so.
The second special defense alleges breach of agreement on the part of the state. The evidence bearing on this allegation was presented in an unusual manner. Counsel for the respective parties, by agreement, were allowed to testify in narrative fashion without withdrawing as counsel. Counsel for the defendant, Hugh Lavery, testified that in conversation with Anita Satti, Assistant Attorney General, it was agreed that the state would accept one-half of the defendant's distributive share pursuant to C.G.S. 17-83f. Anita Satti recalled no such conversation and there was no reflection of such in her file notes. Under such circumstances, the court is unable to find that the defendant has sustained his burden of proof under the second special defense.
Much of the defendant's argument hinges on the interpretation of C.G.S. 17-83e and 17-83f. Section 17-83f (b) provides that:
"In the case of an inheritance of an estate by a beneficiary of aid under this chapter. CT Page 1883 . . fifty percent of the assets of the estate payable to the beneficiary, or the amount of such assets equal to the amount of assistance paid, whichever is less, shall be assignable to the state for payment of the amount due under Section 17-83e."
Section 17-83e provides that the estate shall have a claim against any beneficiary of aid who has or acquires property of any kind, subject to the provisions of section 17-83f. Standing alone, this language would seem to support the defendant's position that only fifty percent of this distributive share of his daughter's estate was subject to the state's claim. Section 17-83e goes on, however, to add that, "the State of Connecticut shall have a lien against property of any kind or interest in any property, estate or claim of any kind of the parents of an aid to dependent children, in addition and not in substitution of its claim, for amount owing under any order of support of any court. . . ., including any arrearage under such order . . ."
The language is clear, at least to this court, that the phrase, "in addition" means that the state's lien for any amount owing under a court order of support is not subject to the fifty percent limitation of 17-83f.
The defendant's third special defense alleges estoppel.
The short answer to this is that generally estoppel does not lie against the state. State v. Metrusky,
The defendant's final special defense alleges accord and CT Page 1884 satisfaction. As was stated in McCune v. Revlon,
The issues are found in favor of the plaintiff and judgment may enter according.
BELINKIE State Trial Referee