Daniel N. Boggs v. Brenda Williams

Indiana Court of Appeals·Decided April 29, 2026·No. 25A-PL-03279·Published·Judge Brown

Opinion

IN THE

Court of Appeals of Indiana Daniel N. Boggs, FILED Apr 29 2026, 8:51 am

Appellant-Respondent

CLERK

Indiana Supreme Court

Court of Appeals

v. and Tax Court

Brenda Kay Williams,

Appellee-Petitioner

and

First Federal Savings Bank, Appellee-Respondent

April 29, 2026

Court of Appeals Case No.

25A-PL-3279

Appeal from the Huntington Circuit Court The Honorable Davin G. Smith, Judge Trial Court Cause No.

35C01-2508-PL-781

Opinion by Judge Brown

Judges Altice and DeBoer concur.

Brown, Judge.

[1] Daniel N. Boggs appeals from the trial court’s Order on Selection of Auctioneer and Auction of Real Estate. We reverse and remand.

Facts and Procedural History [2] On August 4, 2025, Brenda Kay Williams filed a Petition for Partition of Real Estate (“Petition”) against Boggs and First Federal Savings Bank (“First Federal,” and Boggs and First Federal, together, “Respondents”) alleging that she “is the owner and has a right to possession as [a] joint tenant[] with rights of survivorship in certain real estate located in Huntington, Indiana,” that “Boggs is currently residing in the Real Estate,” and that she is “entitled to compel the partition of the Real Estate pursuant to Ind. Code § 32-17-4-1(a).” Appellant’s Appendix Volume II at 9-10. A property card and a commitment for title insurance were attached to the Petition as exhibits. 1 On August 13, 2025, Williams and Boggs filed an “Agreed Stipulation to Appoint Mediator” stating that they “stipulate[d] and agree[d] to appoint Douglas Johnston as Mediator in this cause of action.” Id. at 42. On August 19, 2025, the court issued an order

1 The commitment stated: “The Title is, at the Commitment Date, vested in: Daniel Boggs and Brenda K. Williams as Joint Tenants With Rights of Survivorship.” Appellant’s Appendix Volume II at 17.

Court of Appeals of Indiana | Opinion 25A-PL-3279 | April 29, 2026 Page 2 of 13 appointing Johnston as mediator. First Federal filed an answer and affirmative defenses stating that it has a first priority mortgage lien on the real estate at issue. On November 13, 2025, Johnston filed a “Mediator’s Report” stating, “[t]he parties appeared and mediated in good faith on November 11, 2025,” and “were unable to reach an agreement.” Id. at 64.

[3] On November 20, 2025, Williams filed a “Motion for Selection of Auctioneer and Auction of Real Estate” (“Motion for Auction”) arguing that, “[b]ecause mediation was ultimately unsuccessful, it is appropriate for the Court to order the parties to select an auctioneer to sell the Real Estate, or alternatively, order a sheriff’s sale of the Real Estate if the parties do not agree to an auctioneer” and requested that the court order the parties “to select an auctioneer to auction the Real Estate and notify the Court of the same within 30 days of the court’s order to select an auctioneer.” Id. at 65-66.

[4] On November 26, 2025, the court issued an “Order on Selection of Auctioneer and Auction of Real Estate” (“Order for Auction”) providing:

[T]he Court . . . now GRANTS [Williams’s] Motion, ORDERS that the Real Estate subject to this action be auctioned by an auctioneer selected by [Williams] and Respondents within 30 days, and ORDERS the parties to notify the Court of their selection within 30 days after the Court’s Order. In the event of the parties’ failure to do so, the Court shall order the Huntington County Sheriff to sell the property.

Id. at 69.

[5] On December 1, 2025, Boggs filed an answer and affirmative defenses to the Petition. Also on that date, Boggs filed “Respondent, Daniel N. Boggs’ Counterclaim” (the “Counterclaim”). Id. at 75. Boggs alleged that he and Williams “were in a romantic relationship and lived together between 2016 and 2025,” “Williams is a licensed real estate agent, and [he] had utilized her services to purchase various properties during that time,” he “held sole title to the property when his relationship with Williams commenced,” “in 2020 the house and barn on the Property burned to the ground,” and “[t]hereafter, [he] contributed approximately $500,000 and Williams contributed approximately $95,000 to reconstruct a house and barn on the Property.” Id. at 75.

[6] Boggs also alleged that, “[i]n August 2020 . . . Williams presented [him] with a purported deed consisting solely of a single page which Williams appears to have caused to be prepared in part, utilizing a lawyer Williams consistently worked with in her business as a real estate agent,” that he “specifically asked Williams what ‘Joint Tenants with Rights of Survivorship’ (‘JTRS’) meant,” and that Williams “indicated it was solely to ‘protect her’ if Boggs died, so his family could not ‘screw her’, and that [she] would get back the money she put into the rebuilding of the house and barn.” Id. at 75-76. He alleged that, “[b]ased on Williams’[s] representations, as to the consequences of the purported deed, in reliance on [her] superior knowledge as a real estate agent and, in reliance on [her] ongoing representation of [him] as his realtor for property transactions, [he] signed the single page purported deed,” and that, “[h]ad [he] been aware that the designation ‘Joint Tenants with Rights of

Survivorship’ in the single page purported deed presented to him had legal implications with respect to partition, among others, he would have never agreed to execute the purported deed.” Id. at 76. He argued, “[n]o notary nor witnesses other than Boggs and Williams were present when the single page purported deed was executed by Boggs.” Id. The Counterclaim alleged Count I, “fraudulent nondisclosure”; Count II, “fraudulent inducement”; Count III, “breach of fiduciary duty”; Count IV, “to invalidate and/or set aside deed”; and Count V, “material mistakes of fact.” Id. at 76-82.

[7] Also on December 1, 2025, Boggs filed a “Motion to Reconsider, Vacate, or Stay Order for Auction of Real Estate and Request for Case Management Conference” (“Motion to Reconsider”) arguing that Williams “lacks the interest in the subject property required by I.C. 32-17-4-1(a)(1)(A),” “ownership disputes must be resolved before property can be sold,” the court’s Order for Auction “is therefore premature, as it presumes undisputed ownership and standing without first resolving these threshold disputes,” and “the parties have not complied with the mandatory statutory requirements under Indiana Code § 32-17-4-2.5, which are prerequisites to any order for an auction.” Id. at 85-86. The Motion to Reconsider stated that Boggs “incorporates as if set forth fully herein the facts, defenses and counter-claims of his Answer and Counter-Claims that are attached hereto,” and Boggs’s answer and the Counterclaim were attached as exhibits. Id. at 85. Boggs requested the court to vacate its Order for Auction and stay any sale or auction pending resolution of his claims challenging Williams’s ownership interest. The trial court did not rule on the Motion to Reconsider. Boggs appeals the trial court’s Order for Auction.

Discussion [8] Boggs argues that “Indiana law limits partition relief only to true co-tenants,” he “squarely placed Williams’s title at issue,” and the Order for Auction “was improper and deprived [him] of his right to have William[s]’s status as co- tenant determined.” Appellant’s Brief at 17, 20. He further contends that the court granted Williams’s Motion for Auction “fourteen days before [his] response to the motion was due.” Id. at 23. He also argues that “[n]o appraisal report was filed before mediation occurred or before the [Order for Auction] was entered,” that “while [he] agreed to go to mediation, there is nothing in the record showing that he expressly waived the appraisal requirement,” that “[t]here is certainly nothing in the record showing that he agreed that if mediation failed, he was consenting to an order of partition,” and that the court’s “Mediation Order did not include the mandatory language and admonitions.” Id. at 26-27.

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