Edward J. Ritger v. Estate of Douglas P. Dahm

CourtCourt of Appeals of Wisconsin
DecidedSeptember 30, 2020
Docket2019AP000953
StatusUnpublished

This text of Edward J. Ritger v. Estate of Douglas P. Dahm (Edward J. Ritger v. Estate of Douglas P. Dahm) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Edward J. Ritger v. Estate of Douglas P. Dahm, (Wis. Ct. App. 2020).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. September 30, 2020 A party may file with the Supreme Court a Sheila T. Reiff petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2019AP953 Cir. Ct. No. 2015IN47

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT II

IN RE THE ESTATE OF DOUGLAS P. DAHM:

EDWARD J. RITGER,

APPELLANT,

V.

ESTATE OF DOUGLAS P. DAHM BY ITS PERSONAL REPRESENTATIVE, CHERYL H. DAHM,

RESPONDENT.

APPEAL from a judgment and an order of the circuit court for Sheboygan County: REBECCA L. PERSICK, Judge. Affirmed.

Before Neubauer, C.J., Reilly, P.J., and Davis, J.

¶1 REILLY, P.J. Edward J. Ritger appeals from a judgment entered on claims he filed against the Estate of Douglas P. Dahm (the Estate) and from an No. 2019AP953

order denying his motion for reconsideration. On appeal, Ritger challenges (1) the court’s grant of a motion to enlarge the Estate’s time to object to his claim of $56,301.64, (2) the court’s finding of excusable neglect on the part of the Estate in failing to timely file its objection, and (3) the court’s award of $18,207.37 on his claim of $56,301.64. We affirm.

Facts

¶2 Douglas P. Dahm and his wife Cheryl H. Dahm were married for thirty-plus years and had six children. Douglas had dementia in his later years and was incompetent. Cheryl was advised for financial reasons1 that she should divorce Douglas. Cheryl commenced a divorce action on April 24, 2012. Ritger and his law firm represented Douglas in the divorce action. Cheryl ultimately dismissed the divorce action when the court refused to approve the unequal property division. The divorce action was formally dismissed on August 26, 2013.

¶3 Shortly after the divorce action was dismissed, Ritger represented Douglas’s son, Doug, Jr., in a guardianship proceeding in which Doug, Jr. petitioned the court to be appointed Douglas’s legal guardian. Cheryl opposed Doug, Jr. being appointed as guardian and petitioned the court to be named Douglas’s guardian of person and estate. Ritger eventually withdrew as Doug, Jr.’s attorney when his conflict of interest in representing Doug, Jr. against Douglas was impressed upon him.

1 The goal was to save the family farm by awarding all the assets to Cheryl so Douglas’s nursing home care would be paid by Medical Assistance.

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¶4 Cheryl was appointed as Douglas’s legal guardian of person and estate on January 18, 2014. Ritger, aware that Cheryl was guardian of Douglas’s estate, never sought payment from Cheryl for the legal services he rendered to Douglas in the divorce action in the span of almost eighteen months between when the divorce was dismissed and Douglas’s death on February 20, 2015.

¶5 Probate was commenced on March 13, 2015, and Cheryl was appointed personal representative of the Estate. Andrew Krajnek was retained as attorney for the Estate. Ritger timely and properly filed his claim for $56,301.64 on June 25, 2015. The Estate failed to file a formal objection to Ritger’s claim within sixty days as required by WIS. STAT. § 859.33(1).2 Krajnek failed to inform

2 WISCONSIN STAT. § 859.33(1) (2017-18) provides:

(1) HOW CONTEST INITIATED. The following persons may contest a claim or assert an offset or counterclaim in court: the personal representative, a guardian ad litem or a person interested who has the approval of the court. They may do so only by mailing a copy of the objection, offset or counterclaim to the claimant or personally serving the same upon the claimant and filing the same with the court. The objection, offset or counterclaim may be served at any time prior to entry of judgment on the claim, but if a copy of the claim has been mailed to or served upon the personal representative or the attorney for the estate, the objection, offset or counterclaim shall be served upon or mailed to the claimant and filed with the court within 60 days after the copy of the claim was mailed to or served upon the personal representative or the attorney for the estate. The personal representative shall not be obligated to assert any offset or counterclaim in court and may, if he or she deems it to be in the best interests of the estate, assert the offset or counterclaim in any separate action otherwise authorized by law outside the court proceedings. Any offset or counterclaim so asserted shall be deemed denied by the original claimant.

All references to the Wisconsin Statutes are to the 2017-18 version unless otherwise noted.

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Cheryl of Ritger’s claim. When Cheryl learned of Ritger’s claim, she instructed Krajnek to oppose it. Krajnek failed to do so, and Cheryl decided new counsel for the estate was needed and retained Attorney Kim Rietbrock in September 2016.

¶6 Rietbrock informally notified Ritger in early December 2016 that the Estate objected to his claim. Ritger and Rietbrock corresponded for almost one year in an attempt to resolve the dispute over Ritger’s claim,3 but Rietbrock did not move the probate court for an enlargement of time to file an objection. Rietbrock, who held herself out as a probate administrator and not a litigator, came to the conclusion that she was not going to be able to resolve Ritger’s claim short of litigation and informed Cheryl that she needed to obtain trial counsel to litigate Ritger’s claim in court. While Rietbrock remained the Estate’s counsel, the Estate retained separate counsel to litigate the Estate’s objection to Ritger’s claim.

¶7 The Estate filed a formal objection to Ritger’s claim on January 23, 2018. Ritger responded with a motion for summary judgment, arguing that the court did not have “subject matter jurisdiction”4 as the Estate’s objection was not filed within sixty days of his claim pursuant to WIS. STAT. § 859.33(1). The Estate responded with a Motion to Enlarge Time to File Objection pursuant to WIS.

3 Ritger wrote an e-mail to Rietbrock on January 18, 2017, referencing a conversation they had on December 6, 2016, in which they discussed proposals to “resolve the claims.” Ritger related that health issues in his family caused him to be away from his legal matters. On June 2, 2017, Ritger wrote to Rietbrock thanking her for her recent email and stating, “I really appreciate your indulgence in letting this slide,” and again explained health issues in his family. On July 11, 2017, Ritger wrote to Rietbrock stating, “I’m finally working on an analysis of why I should be paid more than the $20,000 you offered for my claim.” Negotiations between Ritger and Rietbrock broke down in August 2017. 4 Ritger has abandoned his subject matter jurisdiction argument on appeal.

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STAT. § 801.15(2)(a), asking the court to accept its late-filed objection to Ritger’s claim.

¶8 The circuit court held a hearing on the motions, denying Ritger’s motion for summary judgment and granting the Estate’s motion to enlarge time to file its objection. Ritger filed a motion for reconsideration of the circuit court’s order, which the court denied. The court then held a bench trial on the Estate’s objection to Ritger’s claim and entered a judgment on claims allowing Ritger’s claim in the reduced amount of $18,207.37. Ritger filed a second motion for reconsideration, which the court also denied. Ritger appeals.

Motion Hearing: Competency

¶9 Ritger’s primary claim on appeal is that the “court lacked the competency to grant any relief of any kind to the Estate” on the ground that the Estate did not object within sixty days as required by WIS. STAT. § 859.33(1).

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Edward J. Ritger v. Estate of Douglas P. Dahm, Counsel Stack Legal Research, https://law.counselstack.com/opinion/edward-j-ritger-v-estate-of-douglas-p-dahm-wisctapp-2020.