Justices Won't Disturb Dismissal of Legal Mal Suit Over Attorneys' Divorce
The Pennsylvania Supreme Court will not review a state Superior Court ruling that held that a lawyer's legal malpractice suit against her divorce attorneys alleging breach of contract actually sounded in tort and therefore was not timely filed.
March 21, 2019 at 12:46 PM
5 minute read
The Pennsylvania Supreme Court will not review a state Superior Court ruling that held that a lawyer's legal malpractice suit against her divorce attorneys alleging breach of contract actually sounded in tort and therefore was not timely filed.
The Pennsylvania Superior Court's decision from last summer upheld a Philadelphia trial judge's decision that had expressly anticipated the possibility of reversal on appeal.
In Michelle Seidner's lawsuit against her former counsel, the law firm of Bock and Finkelman and principal Howard Finkelman, Philadelphia Court of Common Pleas Judge Robert P. Coleman found in favor of Finkelman. In an October 2016 ruling, Coleman said the four-year statute of limitations for breach of contract actions could not be applied to Seidner's complaint. Instead, according to the judge, the suit was subject to the two-year statute of limitations governing tort claims.
However, Coleman said, if the action were considered under a breach-of-contract theory, he would award Seidner with $900,000 in damages. He noted that the Superior Court could take up the issue and reverse his ruling on the statute of limitations, so he detailed his findings on liability and damages.
But on Aug. 31, a three-judge panel of the Superior Court issued a memorandum opinion affirming Coleman's ruling.
“At trial, appellant acknowledged that her 'objective was to obtain a divorce, preserve [her] savings, and obtain financial protection for [her] children,'” Senior Judge William Platt wrote for the panel. ”She did not argue that appellees failed to fulfill the objectives, but only challenged the manner in which they achieved them, and whether the advice provided was within the standard of care.”
The Supreme Court denied allocatur in the case March 13.
The case stems from Seidner's efforts to maintain her beneficiary status on the life insurance policy of her ex-husband, Irving Steven Levy. At the time she filed the complaint, Seidner was an assistant district attorney in the Philadelphia District Attorney's Office, and Levy, who died in 2012 of pancreatic cancer, was a partner at White and Williams. Seidner alleged she was harmed when her attorneys at Bock and Finkelman failed to prevent her beneficiary status from transferring to a trust set up for Seidner and Levy's children.
Platt, joined by President Judge Susan Peikes Gantman and Judge Jacqueline Shogan, noted that Seidner's expert, Pittsburgh-based family law attorney Kenneth Horoho, opined in a report that the defendants failed “'to exercise ordinary skill and knowledge'” when they did not “'treat the insurance policies as a marital asset'” and “'do due diligence regarding the marital estate.'”
“This conclusion supports a negligence action, not one for breach of contract,” Platt said.
According to Platt's opinion, Seidner filed for divorce in 2004, but was still in the midst of divorce in 2008 when she hired the Bock and Finkelman firm. Around that time, Levy was diagnosed with terminal pancreatic cancer, and learned his life expectancy was six months to two years.
Seidner then asked her new attorneys to check on Levy's insurance policies and other assets to make sure her children were taken care of, the opinion said.
According to Platt, Seidner instructed her attorneys to file a motion under Section 3502(d) of Pennsylvania's domestic relations law to preserve her interests as the beneficiary of Levy's life insurance policies. Ultimately, however, Seidner and Levy came to an agreement that involved establishing a life insurance trust naming the children as beneficiaries.
But immediately following the February 2009 bifurcation hearing that solidified that agreement, Seidner fired Finkelman and his firm because she felt they had failed to adequately protect her economic interests, Platt said. Seidner filed a breach of contract action against her former counsel in October 2012.
But both Coleman and the Superior Court found that was too late because Seidner's claims did not actually allege breach of contract.
“Appellant's complaint alleged that appellees failed to advise her properly of her rights regarding certain life insurance policies, and protect her claim to them,” Platt said. “Appellant did not allege that appellees 'breach[ed] … any of the specific executory promises which comprise the contract[,]' but instead alleged that appellees negligently 'perform[ed] contractual obligations.”
The appeals court also upheld Coleman's ruling that Finkelman himself was not a party to the contract formed when Seidner signed the retention agreement with Bock and Finkelman.
Seidner had argued that because Finkelman was the sole partner or shareholder of the firm, he could be held personally liable for any legal malpractice.
But Platt said the contractual language clearly negated that theory.
“Here, the retention agreement stated, 'Please allow this letter to serve as confirmation of our firm's representation of you and clarification of the basis upon which fees will be charged by our firm,'” Platt said. “Based on the foregoing unambiguous language, we conclude that the trial court properly found that Finkelman signed the agreement as an agent of the law firm, and is not personally liable.”
Jeffrey McCarron of Swartz Campbell, an attorney for Bock and Finkelman, could not be reached for comment on the allocatur denial.
Seidner's attorney, Clifford Haines of Haines & Associates, said he and his client were “disappointed the court didn't take up the issue of the disparity between legal malpractice that's a tort versus legal malpractice that's a breach of contract.”
“Our position has always been that all legal engagements are, by definition, contracts,” Haines added.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllPhila. Jury Hits Sig Sauer With $11M Verdict Over Alleged Gun Defect
3 minute readJudge Approves $1.15M Settlement, Reduces Attorney Award in COVID-19 Tuition Reimbursement Suit
4 minute readDechert 'Spark Tank' Competition Encourages Firmwide Innovation Focus
Trending Stories
- 1Simpson Thacher Replenishes London Ranks With Latest Linklaters Defection
- 2Holland & Knight, Akin, Crowell, Barnes and Day Pitney Add to DC Practices
- 3Squire Patton Boggs Associate Among Those Killed in String of Methanol Poisonings
- 4Womans Suit Alleging Negligence to Sex Trafficking by Hotel Tossed by Federal Judge
- 5More Big Law Firms Rush to Match Associate Bonuses, While Some Offer Potential for Even More
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250