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Bogda v. Bochenek

2025-11-18

Summary

Holding. The judgment of the trial court granting summary judgment in favor of the defendant is reversed, and the case is remanded for further proceedings consistent with the court's opinion.

Robin Bogda and Brian Bochenek, executor of an estate, settled a dispute over a brokerage account through a mutual release agreement that prohibited both parties from pursuing "any and all manner" of direct and indirect claims related to that account. After the settlement, Bochenek initiated arbitration against the financial firm holding the account, alleging the same undue influence claims that had been settled. The financial firm then named Bogda as a third-party respondent seeking indemnification from her. Bogda subsequently sued Bochenek for breaching the settlement agreement by pursuing what she characterized as an indirect claim against her.

The trial court granted summary judgment in Bochenek's favor, reasoning that because Bochenek sued the financial firm rather than Bogda directly, and because the firm (not Bochenek) brought the third-party claim against Bogda, no breach occurred. The appellate court disagreed, finding that Bogda had legal standing to pursue her claims and that the settlement agreement's expansive language—prohibiting release of "direct and indirect" claims "of every kind and character"—clearly encompassed the type of derivative proceeding Bochenek initiated. The court determined material factual disputes remained concerning whether Bochenek breached the agreement and his knowledge and intent when pursuing the arbitration.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether the plaintiff had standing to bring breach of contract claims based on an indirect attack on her interests
  • Whether an arbitration action against a third party constitutes a prohibited "indirect claim" under a mutual release agreement
  • Proper interpretation of settlement language releasing "direct and indirect" claims "of every kind and character"

Procedural posture

The plaintiff appealed from a summary judgment entered by the trial court in favor of the defendant executor in a breach of contract action arising from a settlement agreement.

Authorities cited

Opinion

majority opinion

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Bogda v. Bochenek

ROBIN BOGDA v. BRIAN BOCHENEK, EXECUTOR

(ESTATE OF BARBARA H. UTERSTAEDT)

(AC 47825)

Elgo, Moll and DiPentima, Js.

Syllabus

The plaintiff appealed from the trial court’s summary judgment for the

defendant executor in her action seeking damages for, inter alia, breach of

contract with respect to a settlement agreement that the two parties had

entered into with respect to the defendant’s action alleging that the plaintiff

had unduly influenced the decedent to name the plaintiff as a joint owner

of a brokerage account held at J Co. After the settlement agreement had

been executed, the defendant filed an arbitration action against J Co. alleging

that J Co. had failed to detect the plaintiff’s alleged undue influence related

to the brokerage account and seeking the remaining money in the brokerage

account that he had not received under the settlement agreement. J Co.

named the plaintiff as a third-party respondent in the arbitration, seeking

indemnification. The arbitration panel denied the defendant’s claims and J

Co.’s third-party claims against the plaintiff, and she thereafter brought the

action underlying the present appeal, claiming that the arbitration action

constituted an indirect claim against her that was prohibited by the settlement agreement. On appeal, she claimed, inter alia, that the court improperly

determined that she lacked standing to bring her claims. Held:

Although it was unclear whether the trial court decided the issue of standing,

this court concluded that the plaintiff did have standing to bring her claims,

as the allegations in the plaintiff’s complaint set forth a colorable claim of

injury establishing the possibility that her legally protected interests in

the defendant abiding by the terms of the settlement agreement had been

adversely affected.

The trial court, having incorrectly determined that the defendant’s pursuit of

the arbitration was not prohibited by the terms of the settlement agreement,

improperly rendered summary judgment for the defendant, as the express

language used in the settlement agreement denoted its broad scope and its

paramount purpose that the parties were released from further claims

against each other, and there were genuine issues of material fact as to the

plaintiff’s claims, including what the defendant knew at the time of the

arbitration and the nature of his intent.

Argued September 4—officially released November 18, 2025

Procedural History

Action to recover damages for, inter alia, breach of

contract, and for other relief, brought to the Superior

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Court in the judicial district of New London, where the

court, Papastavros, J., granted the defendant’s motion

for summary judgment and rendered judgment thereon,

from which the plaintiff appealed to this court.

Reversed; further proceedings.

Brian O’Donnell, with whom was Samantha Marie

Passanante, for the appellant (plaintiff).

Joseph A. Hourihan, with whom were Benjamin R.

Godley and Teresa Capalbo, for the appellee (defendant).

Opinion

DiPENTIMA, J. The plaintiff, Robin Bogda, appeals

from the judgment of the trial court rendering summary

judgment in favor of the defendant, Brian Bochenek,

executor of the estate of Barbara H. Uterstaedt.1 On

appeal, the plaintiff claims that, in misconstruing the

term ‘‘indirect’’ claims, the court improperly determined

(1) that the plaintiff lacked standing and (2) there were

no genuine issues of material fact that the defendant

did not breach the terms of the parties’ agreement to

release each other from any lawsuits and claims. We

determine that the plaintiff has standing and reverse

the judgment of the trial court rendering summary judgment in the defendant’s favor.

The record, viewed in the light most favorable to

the plaintiff for purposes of reviewing the trial court’s

summary judgment ruling; see Cefaratti v. Aranow,

321 Conn. 637, 641, 138 A.3d 837 (2016); reveals the

following facts. Uterstaedt was the sole owner of a

brokerage account at the financial advisory firm Janney

Montgomery Scott, LLC (Janney account). On February

26, 2020, Uterstaedt executed a document making her

daughter, the plaintiff, a joint owner of the Janney

1

All references in this opinion to the defendant are to Bochenek in his

capacity as the executor of Uterstaedt’s estate.

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account. On March 18, 2020, Uterstaedt died, leaving

the plaintiff as the sole owner of the Janney account.

In May, 2020, the defendant, the nephew of Uterstaedt,

brought an action in the Superior Court (2020 action)

against the plaintiff and Nancy McMahon, the plaintiff’s

sister, alleging that they unduly influenced Uterstaedt

to name the plaintiff as a joint owner of the Janney

account, which the plaintiff and McMahon denied. On

or about March 2, 2021, the plaintiff, McMahon, and the

defendant reached a settlement agreement by which

they resolved the 2020 action and released each other

from ‘‘any and all manner’’ of claims relating to, inter

alia, the Janney account. Pursuant to the terms of the

settlement agreement, the defendant withdrew the 2020

action and, in exchange, the plaintiff and McMahon

agreed to pay the Uterstaedt estate, of which Bochenek,

in his individual capacity, was the sole beneficiary,

approximately one half of the money that had been in

the Janney account.

On or about June 24, 2021, the defendant initiated an

arbitration action against Janney Montgomery Scott,

LLC (Janney), by filing a statement of claim against

Janney with the Financial Industry Regulatory Authority. In his arbitration demand, the defendant alleged

that the plaintiff had unduly influenced Uterstaedt to

name her as a joint owner of the Janney account and

that Janney failed to detect and halt that alleged undue

influence. The defendant sought from Janney an

amount equal to the one half of the money in the Janney

account that he had not received under the settlement

agreement.

On or about August 18, 2021, Janney named the plaintiff as a third-party respondent in the arbitration, seeking from the plaintiff contractual indemnification, common-law indemnification, and contribution. In its thirdparty claim, Janney asserted that, pursuant to the terms

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of a contract it had with the plaintiff (Janney/Bogda

contract), the plaintiff was liable to it for any amounts

that Janney must pay to the defendant. Following arbitration hearings on May 24 through 27 and June 17, 2022,

the arbitration panel denied the defendant’s claims, as

well as Janney’s third-party claims against the plaintiff.

In 2022, the plaintiff brought the action underlying

this appeal in a three count complaint against the defendant. In the operative amended complaint, the plaintiff

alleged that (1) by commencing and persisting in the

arbitration against Janney while knowing that Janney

sought both common-law and contractual indemnification from the plaintiff, the defendant breached the terms

of the settlement agreement (breach of contract),2 (2)

knowing that his arbitration claims were in direct contravention of a material term of the settlement agreement, the defendant continued to pursue his arbitration

claims, thereby recklessly, wantonly, deliberately, maliciously, and callously disregarding the spirit of the settlement agreement (breach of implied covenant of good

faith and fair dealing),3 and (3) the defendant initiated

proceedings against the plaintiff with malicious intent

2

‘‘The elements of a breach of contract action are the formation of an

agreement, performance by one party, breach of the agreement by the other

party and damages.’’ (Internal quotation marks omitted.) Keller v. Beckenstein, 117 Conn. App. 550, 558, 979 A.2d 1055, cert. denied, 294 Conn.

913, 983 A.2d 274 (2009).

3

‘‘[E]very contract carries an implied duty requiring that neither party do

anything that will injure the right of the other to receive the benefits of the

agreement. . . . The covenant of good faith and fair dealing presupposes

that the terms and purpose of the contract are agreed upon by the parties

and that what is in dispute is a party’s discretionary application or interpretation of a contract term. . . . To constitute a breach of [the implied covenant

of good faith and fair dealing], the acts by which a defendant allegedly

impedes the plaintiff’s right to receive benefits that he or she reasonably

expected to receive under the contract must have been taken in bad faith.’’

(Internal quotation marks omitted.) Renaissance Management Co. v. Connecticut Housing Finance Authority, 281 Conn. 227, 240, 915 A.2d 290

(2007).

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to vex or harass her (vexatious litigation pursuant to

General Statutes § 52-568).4

On December 5, 2023, the defendant filed a motion

for summary judgment, arguing in his accompanying

memorandum of law that no genuine issues of material

fact exist that the terms of the settlement agreement

were not breached because he did not seek damages

from the plaintiff, he did not bring the plaintiff into the

arbitration, and he was not a party to the Janney/Bogda

contract. The plaintiff filed a memorandum in opposition.

The settlement agreement, titled ‘‘Mutual General

Release,’’ which was appended to the defendant’s

motion for summary judgment, provides in relevant part

that ‘‘IN CONSIDERATION OF the mutual promises

contained herein, and for other good and valuable consideration, BRIAN BOCHENEK, Executor of the Estate

of BARBARA H. UTERSTAEDT, ROBIN BOGDA of Colchester, Connecticut, and NANCY McMAHON of Newington, Connecticut, hereby remise, release and discharge each other of and from any and all manner of

action and actions, cause and causes of action, suits,

claims, debts, dues, demands, sums of money, accounts,

reckonings, bonds, bills, specialties, variances, judgments, executions, promises, damages, warranties,

attorney fees, liabilities of every kind and character,

direct and indirect, known and unknown, of whatever

kind or nature, in law or in equity, under tort or contract,

4

‘‘The cause of action for vexatious litigation permits a party who has

been wrongfully sued to recover damages. . . . [T]o establish a claim for

vexatious litigation at common law, one must prove want of probable cause,

malice and a termination of suit in the plaintiff’s favor. . . . The statutory

cause of action for vexatious litigation exists under § 52-568, and differs

from a common-law action only in that a finding of malice is not an essential

element, but will serve as a basis for higher damages.’’ (Citations omitted;

footnotes omitted; internal quotation marks omitted.) Bernhard-Thomas

Building Systems, LLC v. Dunican, 286 Conn. 548, 553–54, 944 A.2d 329

(2008).

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arising under any provisions of law of the United States,

the State of Connecticut, or any other states, that the

Parties now have, had, claim to have, claim to have

had, may have, or may have had, including but not

limited to any claims related to or concerning the

[Janney] account, under which an action is pending in

the Superior Court of Connecticut, Docket: TTD-CV-20-6020563-S. The Parties hereby acknowledge that the

foregoing includes any claims against each other from

the beginning of the world to the execution of this

Release which are completely remised, released and

discharged.’’ (Emphasis added.)

On July 2, 2024, the court rendered summary judgment in favor of the defendant. The court framed the

issues presented to it as follows. ‘‘The issue before the

court is whether the court should grant the defendant’s

motion for summary judgment, on the grounds that the

defendant: (1) did not violate the settlement [agreement] because he did not seek any damages post release

from the plaintiff; (2) did not bring the plaintiff into the

arbitration; and (3) was not a party to the [Janney/

Bogda contract].’’ The court noted that ‘‘[t]he defendant

argues that he did not violate the terms of the settlement

[agreement] because he did not sue the plaintiff, but

instead arbitrated with a party (Janney) that was not

included in the release, and, therefore, there is no genuine issue of material fact as to whether he breached the

terms of the settlement [agreement] with the plaintiff.

Contrarily, the plaintiff argues that the arbitration

between the defendant and Janney was an ‘indirect

claim’ against her that was specifically barred by the

settlement [agreement] between the defendant and herself, therefore suggesting that the defendant breached

the terms of the settlement [agreement].’’

In granting the defendant’s motion for summary judgment, the court reasoned that ‘‘there is no genuine issue

of material fact regarding the terms of the settlement

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[agreement]. The parties agreed in the settlement

[agreement] to release each other from any lawsuits

and claims. Janney, not the defendant, included the

plaintiff as a third-party respondent in the arbitration.

This case, therefore, is barred by the original terms of

the parties’ settlement [agreement].’’

We begin our discussion with the following well

established legal principles and standard of review.

Practice Book § 17-49 provides that summary judgment

‘‘shall be rendered forthwith if the pleadings, affidavits

and any other proof submitted show that there is no

genuine issue as to any material fact and that the moving

party is entitled to judgment as a matter of law.’’

‘‘As an appellate court, [w]e must decide whether

the trial court erred in determining that there was no

genuine issue as to any material fact and that the moving

party is entitled to judgment as a matter of law. . . .

In deciding a motion for summary judgment, the trial

court must view the evidence in the light most favorable

to the nonmoving party. . . . The test is whether a

party would be entitled to a directed verdict on the

same facts. . . .

‘‘The party seeking summary judgment has the burden of showing the absence of any genuine issue [of]

material facts which, under applicable principles of substantive law, entitle him to a judgment as a matter of

law . . . and the party opposing such a motion must

provide an evidentiary foundation to demonstrate the

existence of a genuine issue of material fact. . . . Our

review of the decision to grant a motion for summary

judgment is plenary. . . . We therefore must decide

whether the court’s conclusions were legally and logically correct and find support in the record.’’ (Citations

omitted; footnote omitted; internal quotation marks

omitted.) Nationstar Mortgage, LLC v. Mollo, 180 Conn.

App. 782, 791–92, 185 A.3d 643 (2018).

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I

The plaintiff claims that the court erred in concluding

that she lacked standing. Although the memorandum

of decision raised the issue, it is unclear as to whether

the court decided the issue. Nevertheless, we conclude

that the plaintiff has standing.

‘‘The question of standing implicates a court’s subject

matter jurisdiction. . . . [A] court does not have subject matter jurisdiction over claims brought by persons

who do not have standing . . . .’’ (Citation omitted;

internal quotation marks omitted.) Soracco v. Williams

Scotsman, Inc., 292 Conn. 86, 90, 971 A.2d 1 (2009).

‘‘Although [i]t is the burden of the party who seeks the

exercise of jurisdiction in his favor . . . clearly to

allege facts demonstrating that he is the proper party

to invoke judicial resolution of the dispute . . .

[s]tanding requires no more than a colorable claim of

injury . . . . A party ordinarily establishes . . .

standing by allegations of injury. Similarly, standing

exists to attempt to vindicate arguably protected interests. . . . Standing is established by showing that the

party claiming it is authorized by statute to bring suit

. . . or is classically aggrieved. . . . Aggrievement is

established if there is a possibility, as distinguished

from a certainty, that some legally protected interest

. . . has been adversely affected.’’ (Citations omitted;

emphasis in original; internal quotation marks omitted.)

Portfolio Recovery Associates, LLC v. Healy, 158 Conn.

App. 113, 116, 118 A.3d 637 (2015).

‘‘In order for a plaintiff to have standing, it must be

a proper party to request adjudication of the issues.

. . . Standing focuses on whether a party is the proper

party to request adjudication of the issues, rather than

on the substantive rights of the aggrieved parties. . . .

One cannot rightfully invoke the jurisdiction of the

court unless he has, in an individual or representative

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capacity, some real interest in the cause of action, or

a legal or equitable right, title or interest in the subject

matter of the controversy. . . . Thus, to state these

basic propositions another way, if the injuries claimed

by the plaintiff are remote, indirect or derivative with

respect to the defendant’s conduct, the plaintiff is not

the proper party to assert them and lacks standing to

do so.’’ (Citations omitted; internal quotation marks

omitted.) Ganim v. Smith & Wesson Corp., 258 Conn.

313, 347, 780 A.2d 98 (2001).

In its memorandum of decision, the trial court noted

that, generally, a plaintiff lacks standing unless the harm

alleged is direct rather than derivative or indirect. The

court then stated that ‘‘the alleged harm suffered by

the plaintiff was not caused by the defendant. Janney

included the plaintiff as a third-party respondent in the

arbitration, not the defendant. The harm, therefore, was

neither directly nor indirectly addressed to the plaintiff

by the defendant specifically.’’ Notwithstanding this

implicit determination that the plaintiff lacked standing

to bring this action, the court proceeded to address

the defendant’s motion for summary judgment on the

merits.5

The plaintiff alleged in her complaint that the settlement agreement prohibited the defendant from bringing

an indirect claim against her related to the Janney

account and that she suffered harm when the defendant

brought such an indirect claim in the form of the arbitration proceedings against Janney and Janney sought

indemnification from the plaintiff. The plaintiff further

alleged in her complaint that, as a result of the arbitration proceedings, she incurred attorney’s fees, costs,

5

We need not address the effect of the court’s irresolution as to the issue

of standing because standing may be raised at any time, including sua sponte

by the reviewing court. See, e.g., Kloiber v. Jellen, 207 Conn. App. 616, 621,

263 A.3d 952 (2021).

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and expenses. Although the defendant brought the arbitration against Janney and Janney brought a third-party

claim of indemnification against the plaintiff, the injury

alleged in the complaint is grounded in allegations that

the defendant himself breached the terms of the settlement agreement he had entered into with the plaintiff,

breached the implied covenant of good faith and fair

dealing in the settlement agreement, and engaged in

vexatious litigation against the plaintiff. The allegations

in the plaintiff’s complaint set forth a colorable claim

of injury establishing the possibility that her legally

protected interests in the defendant abiding by the

terms of the settlement agreement had been adversely

affected. Accordingly, the plaintiff has standing.

II

The plaintiff next claims that the court improperly

determined that no genuine issues of material fact exist

that the defendant, as a matter of law, did not breach

the terms of the settlement agreement. Specifically, she

contends that the court ‘‘disregarded the fact that the

parties unambiguously released ‘indirect’ claims

‘related to or concerning’ the Janney account.’’ We agree

that the court improperly rendered summary judgment

in the defendant’s favor on the plaintiff’s complaint.

We note the following additional relevant legal principles and standard of review. ‘‘A settlement is a legally

enforceable agreement in which a claimant agrees not

to seek recovery outside the agreement for specified

injuries or claims from some or all of the persons who

might be liable for those injuries or claims. . . . A

release is an agreement to give up or discharge a claim.

. . . A release acts like a contract . . . .’’ (Citations

omitted; internal quotation marks omitted.) Viera v.

Cohen, 283 Conn. 412, 427–28, 927 A.2d 843 (2007).

‘‘The law governing the construction of contracts is

well settled. When a party asserts a claim that challenges the trial court’s construction of a contract, we

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must first ascertain whether the relevant language in

the agreement is ambiguous. . . . When the language

of a contract is ambiguous, the determination of the

parties’ intent is a question of fact . . . . [When] there

is definitive contract language, [however] the determination of what the parties intended by their contractual

commitments is a question of law. . . . It is implicit in

this rule that the determination as to whether contractual language is plain and unambiguous is itself a question of law subject to plenary review. . . .

‘‘A contract is unambiguous when its language is clear

and conveys a definite and precise intent. . . . The

court will not torture words to impart ambiguity where

ordinary meaning leaves no room for ambiguity. . . .

Moreover, the mere fact that the parties advance different interpretations of the language in question does not

necessitate a conclusion that the language is ambiguous. . . . In contrast, a contract is ambiguous if the

intent of the parties is not clear and certain from the

language of the contract itself. . . . [A]ny ambiguity in

a contract must emanate from the language used by

the parties. . . . The contract must be viewed in its

entirety, with each provision read in light of the other

provisions . . . and every provision must be given

effect if it is possible to do so. . . . If the language of

the contract is susceptible to more than one reasonable

interpretation, the contract is ambiguous.’’ (Citations

omitted; internal quotation marks omitted.) C & H

Shoreline, LLC v. Rubino, 203 Conn. App. 351, 356–57,

248 A.3d 77 (2021).

Here, in concluding that the defendant was entitled

to judgment in his favor, the court stated that ‘‘the

settlement [agreement] signed by the plaintiff and the

defendant unambiguously states that ‘[t]he Parties

hereby acknowledge that the foregoing includes any

claims against each other,’ which the arbitration

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between Janney and the defendant was not. . . . Janney, not the defendant, filed a third-party claim against

the plaintiff.’’ (Citation omitted; emphasis omitted.)

Turning to the Janney/Bogda contract, the court stated:

‘‘The terms of the [Janney/Bogda contract] provide: ‘If

either Janney or your Financial Advisor is named a

party to a lawsuit, or incurs legal costs associated with

a dispute regarding ownership or beneficiary interests

of your assets at Janney, you agree that Janney will, at

its sole discretion, be indemnified for . . . those costs

directly from assets held at Janney.’ . . . The plaintiff,

therefore, would be required to indemnify Janney if it

were found liable or incurred legal costs in accordance

with the terms of the [Janney/Bogda] contract, which

it ultimately did not in this case.’’ (Citation omitted;

footnote omitted.) The court further reasoned that,

because ‘‘the defendant was not a party to the [Janney/

Bogda contract], he would not be bound by its terms

and therefore would not have been involved in Janney’s

decision to [seek indemnification from] the plaintiff,

consequently maintaining the terms of the settlement

[agreement] between the defendant and the plaintiff.’’

Although the court emphasizes the unambiguousness

of the phrase ‘‘[t]he Parties hereby acknowledge that

the foregoing includes any claims against each other,’’

there is significant additional language in the settlement

agreement not analyzed by the court. That additional

language defines the scope of the types of claims the

parties are prohibited from bringing. See Heyman Associates No. 5, L.P. v. FelCor TRS Guarantor, L.P., 153

Conn. App. 387, 416, 102 A.3d 87 (‘‘[t]he law of contract

interpretation militates against interpreting a contract

in a way that renders a provision superfluous’’ (internal

quotation marks omitted)), cert. denied, 315 Conn. 901,

104 A.3d 106 (2014). Specifically, the settlement agreement provides that the plaintiff and the defendant

release each other ‘‘from any and all manner of action

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and actions, cause and causes of action . . . liabilities

of every kind and character, direct and indirect, known

and unknown, of whatever kind or nature . . . including but not limited to any claims related to or concerning

the [Janney] account . . . .’’

The plaintiff’s argument focuses on the word ‘‘indirect’’ in the settlement agreement. The use of the term

‘‘indirect’’ denotes that the settlement agreement

applies beyond direct actions and liabilities. MerriamWebster’s Collegiate Dictionary defines ‘‘indirect’’ as

‘‘deviating from a direct line or course : roundabout’’

and ‘‘not directly aimed at or achieved.’’ Merriam-Webster’s Collegiate Dictionary (11th Ed. 2014) pp. 634–35.

Cambridge Dictionary defines ‘‘indirect’’ as ‘‘happening

in addition to an intended result, often in a way that is

complicated or not obvious.’’ Cambridge Dictionary,

available at https://dictionary.cambridge.org/dictionary/english/indirect (last visited November 6, 2025).

Oxford Learner’s Dictionaries defines ‘‘indirect’’ as

‘‘happening not as the main aim, cause or result of a

particular action, but in addition to it.’’ Oxford Learner’s

Dictionaries, available at https://www.oxfordlearnersdictionaries.com/us/definition/english/indirect (last visited November 6, 2025). In sum, ‘‘indirect’’ means not

direct, not obvious, not the main aim, and done in a

roundabout way. See, e.g., Freidheim v. McLaughlin,

217 Conn. App. 767, 784, 290 A.3d 801 (2023) (generally

words in contracts are given their ordinary meaning);

Dejana v. Dejana, 176 Conn. App. 104, 114–15, 168 A.3d

595 (‘‘When construing a contract . . . the language

used must be accorded its common, natural, and ordinary meaning and usage . . . . When only one interpretation of a contract is possible, the court need not

look outside the four corners of the contract.’’ (Internal

quotation marks omitted.)), cert. denied, 327 Conn. 977,

174 A.3d 195 (2017). For example, ‘‘indirect’’ in the

context of unjust enrichment has been described as

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follows: ‘‘Although unjust enrichment typically arises

from a plaintiff’s direct transfer of benefits to a defendant, it also may be indirect, involving, for example, a

transfer of a benefit from a third party to a defendant

when the plaintiff has a superior equitable entitlement

to that benefit.’’ (Internal quotation marks omitted.)

Geriatrics, Inc. v. McGee, 332 Conn. 1, 25, 208 A.3d

1197 (2019).

Although the plaintiff focuses on the single word

‘‘indirect’’ in the agreement, that term, read in context,

is just one example of the types of claims covered in

the broad scope of the settlement agreement. The

expansive scope of the settlement agreement is found

in the language providing that the parties release each

other from ‘‘any and all manner of action . . . of every

kind and character, direct and indirect . . . of whatever kind or nature . . . .’’ The parties’ use of the broad

words ‘‘any and all manner’’ and additional use of the

expansive words ‘‘every kind and character . . .

known and unknown, of whatever kind or nature’’ to

modify, inter alia, the words ‘‘actions’’ and ‘‘liabilities’’

give those terms all-encompassing meanings. The use

of such modifying terms denotes the broad scope of

the settlement agreement, which we will not restrict in

the absence of a clear limitation in the text. See Salce

v. Wolczek, 314 Conn. 675, 686, 104 A.3d 694 (2014)

(‘‘parties’ use of the word ‘any’ to modify the phrase

‘ownership interest’ in the first sentence of the contingency clause gives the resulting phrase an expansive

meaning—one that we will not restrict in the absence

of a clear limitation in the text’’); see also Ramirez v.

Health Net of the Northeast, Inc., 285 Conn. 1, 14, 938

A.2d 576 (2008) (use of word ‘‘ ‘any’ ’’ in phrase ‘‘ ‘any

reason’ ’’ gives phrase broad and inclusive meaning);

Gary Excavating, Inc. v. North Haven, 164 Conn. 119,

123, 318 A.2d 84 (1972) (words ‘‘ ‘[a]ny disagreement’ ’’

are broad and all-embracing); Connecticut Union of

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Bogda v. Bochenek

Telephone Workers, Inc. v. Southern New England Telephone Co., 148 Conn. 192, 197, 169 A.2d 646 (1961)

(words ‘‘ ‘all claims’ ’’ are all-encompassing).

The expansive terms of the settlement agreement

prohibiting the parties from bringing ‘‘any and all manner of action . . . of every kind and character, direct

and indirect . . . of whatever kind or nature . . .

including but not limited to any claims related to or

concerning the [Janney] account,’’ makes specific reference to the Janney account and to the 2020 action.

Accordingly, it is clear from the express language of

the settlement agreement that the parties’ release of

each other from such claims was of paramount purpose.

Although Janney brought the third-party indemnification6 claim against the plaintiff, that claim was dependent on and derivative of the defendant’s arbitration

action. The arbitration involved the Janney account and

allegations similar to those raised in the 2020 action—

that the plaintiff unduly influenced Uterstaedt to make

her a joint owner of the Janney account. If both the

defendant and Janney had prevailed in the arbitration,

the result, in effect, would have been that the defendant

gained and the plaintiff lost an amount equal to the

portion of the money in the Janney account that the

defendant had not received under the settlement agreement. Such an action was prohibited by the broad language of the settlement agreement in which the parties

released each other from ‘‘any and all manner of action

6

Indemnification generally involves two contracting parties and a third

party, who is also implicated in a more roundabout way. ‘‘The logic and

rationale underlying our indemnity case law are based on the premise that

an action for indemnification is one in which one party seeks reimbursement

from another party for losses incurred in connection with the first party’s

liability to a third party. . . . Specifically, the concept of indemnity usually

involves an indemnitor, A, and an indemnitee, B, who enter into a contract

whereby A agrees to indemnify B for any money B becomes legally obligated

to pay to a third party.’’ (Emphasis omitted.) Amoco Oil Co. v. Liberty

Auto & Electric Co., 262 Conn. 142, 148–49, 810 A.2d 259 (2002).

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Bogda v. Bochenek

. . . of every kind and character, direct and indirect

. . . of whatever kind or nature’’ relating to the Janney

account and the 2020 action.

Thus, the court incorrectly determined, as a matter

of law, that the defendant’s pursuit of the arbitration

was not prohibited by the terms of the settlement agreement. There exist genuine issues of material fact as to

the plaintiff’s claims of breach of contract, breach of

the implied covenant of good faith and fair dealing, and

vexatious litigation, which claims include allegations

concerning what the defendant knew at the time of the

arbitration and the nature of his intent. Consequently,

the court improperly rendered summary judgment in

favor of the defendant.

The judgment is reversed and the case is remanded

with direction to deny the defendant’s motion for summary judgment and for further proceedings according

to law.

In this opinion the other judges concurred.