SCHWERIN v. RATCLIFFE

(SC 20208), (SC 20209).

238 A.3d 1 (2020)

335 Conn. 300

Francis T. SCHWERIN, Jr., et al. v. G. Jackson RATCLIFFE, Trustee, et al.

Supreme Court of Connecticut.

Officially released March 30, 2020.


Attorney(s) appearing for the Case

Brian O'Donnell , with whom were John R. Ivimey and Mary Mintel Miller , Hartford, for the appellants in Docket No. SC 20208 and the appellees in Docket No. SC 20209 (plaintiffs).

Linda L. Morkan , with whom was Andrew A. DePeau , Hartford, for the appellee in Docket No. SC 20208 and the appellant in Docket No. SC 20209 (defendant Tadhg William Campion).

Jonathan J. Meter , Litchfield, for the appellees in Docket Nos. SC 20208 and SC 20209 (defendant Harvey Hubbell V et al.).

Steven M. Wise , pro hac vice, with whom was David B. Zabel , Bridgeport, for the appellees in Docket Nos. SC 20208 and SC 20209 (defendant William Hale Hubbell et al.).

John A. Farnsworth , Greenwich, with whom was Karen Yates , New Haven, for the appellee in Docket Nos. SC 20208 and SC 20209 (substitute defendant Bessemer Trust Company, N.A.).

Robert B. Flynn , Hartford, for the appellee in Docket Nos. SC 20208 and SC 20209 ( Michael D. O'Connell , Hartford, guardian ad litem for the minor, unborn and unascertained descendants of the named plaintiff).

James K. Robertson, Jr., self-represented, with whom was Brian Henebry , Waterbury, for the appellee in Docket Nos. SC 20208 and SC 20209 ( James K. Robertson, Jr. , guardian ad litem for the minor, unborn and unascertained descendants of the defendant Harvey Hubbell V et al.)

Robinson, C. J., and Palmer, McDonald, D'Auria, Mullins, Kahn and Ecker, Js.


The primary issue in these appeals is whether the trial court properly determined the correct generation to serve as the root for the per stirpes distribution of two family trusts. The appeals arise from an action filed by the plaintiffs, Francis T. Schwerin, Jr., and Brenda Hubbell Schwerin, seeking a declaratory judgment regarding...

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