Ida Steinberg v. Renea Steinberg

CourtCourt of Appeals of Tennessee
DecidedDecember 21, 2023
DocketW2022-01376-COA-R3-CV
StatusPublished

This text of Ida Steinberg v. Renea Steinberg (Ida Steinberg v. Renea Steinberg) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ida Steinberg v. Renea Steinberg, (Tenn. Ct. App. 2023).

Opinion

12/21/2023

IN THE COURT OF APPEALS OF TENNESSEE AT JACKSON September 12, 2023 Session

IDA STEINBERG v. RENEA STEINBERG ET AL.

Appeal from the Probate Court for Shelby County No. PR-6842 Karen D. Webster, Judge ___________________________________

No. W2022-01376-COA-R3-CV ___________________________________

In denying appellees’ motion to remove an estate’s personal representative, the trial court adopted appellees’ proposed findings of fact verbatim and proposed conclusions of law “to the degree they [were] not in conflict with [the] court’s order.” The proposed findings and conclusions were signed by the trial court judge and attached to the order. Because we cannot ascertain whether the trial court’s order represents its independent judgment, we vacate the order of the trial court and remand for the entry of an order that reflects that it is the product of the trial court’s individualized decision-making and independent judgment.

Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Probate Court Vacated and Remanded

J. STEVEN STAFFORD, P.J., W.S., delivered the opinion of the court, in which THOMAS R. FRIERSON, II, and ARNOLD B. GOLDIN, JJ., joined.

Edward T. Autry and R. Scott Vincent, Memphis, Tennessee, for the appellant, Ida Steinberg.

Aubrey L. Brown, Jr., Memphis, Tennessee, for the appellee, Kimberly Steinberg.

Janet Davis Lamanna and Stanley Noel Medlin, Memphis, Tennessee, for the appellees, Renea Steinberg and Judy Franklin.

OPINION

I. FACTUAL AND PROCEDURAL BACKGROUND This matter involves the latest installment in a long-standing probate dispute between Defendants/Appellees Renea Steinberg, Judy Franklin, and Kimberly Steinberg (collectively, “Appellees”), and Plaintiff/Appellant Ida Steinberg (“Appellant”), the daughters and beneficiaries of Lewie Polk Steinberg (“Decedent”). Because this appeal involves only a narrow issue, we discuss the case’s history only as necessary.

Decedent died testate in July 2016, and his 2011 will was admitted to probate in the Shelby County Probate Court (“the trial court”) in August 2016. Appellant was appointed as the Personal Representative of Decedent’s estate. Over the next few years, the parties engaged in contentious litigation regarding the administration of the estate, especially the payment of attorney’s fees. This Court has previously addressed two awards of attorney’s fees in this matter. See Steinberg v. Steinberg, No. W2020-01149-COA-R3-CV, 2022 WL 4078519 (Tenn. Ct. App. September 6, 2022).

On August 14, 2020, Appellees filed a verified petition to remove Appellant as Personal Representative, appoint a replacement, and hold Appellant in civil contempt. Therein, Appellees alleged that Appellant had not complied with the parties’ October 2018 mediated settlement agreement even after the trial court’s November 5, 2019 order finding the agreement to be binding and enforceable. Appellees argued that Appellant’s failure to comply with the trial court’s order and the mediated settlement agreement prevented the distribution of the estate’s assets; created a conflict of interest between Appellant, Appellees, and the estate; and evinced a violation of Appellant’s fiduciary duty as Personal Representative. Appellees requested that the trial court remove Appellant as the executor of Decedent’s estate, consider each day after its November 2019 order as a separate and distinct count of civil contempt, and require Appellant to pay Appellees’ attorney’s fees.

The trial court heard Appellees’ petition over the course of several telephonic and in-person hearings between October 2020 and April 2022. Appellees filed their proposed findings of fact and conclusions of law with the trial court on June 10, 2022. On August 24, 2022, Appellees filed an emergency motion regarding the status of the trial court’s ruling in consideration of the trial court judge’s impending September 1, 2022 vacation of office. Appellees requested that, if an order was not entered prior to that date, the trial court judge retain the right to render judgment on the case pursuant to statute rather than have the matter retried.

The trial court entered its order on August 30, 2022. After reciting the procedural history in response to Appellees’ petition, the entirety of the order is as follows:

IT FURTHER APPEARS TO THE COURT that [Appellees’] Findings of Fact and Conclusions of Law offered (1) a less stringent resolve than the court considered to render on June 21, 2022 and offered (2) an expedient means by which to close this estate at that time.

-2- IT FURTHER APPEARS TO THE COURT that as of the date of this order, however, the Personal Representative has attended to the estate’s administration, rendering moot the justification for her removal. Because the estate has been substantially administered, with not much more remaining other than to make final distributions and to close; removing the Personal Representative at this juncture would be an unnecessary expense to the estate. But for COVID-19, the Personal Representative’s delayed administration would be contemptuous.

IT IS, THEREFORE, ORDERED, ADJUDGED AND DECREED:

1. That in consideration of the law, the court’s review of the entire record, all relevant facts and circumstances, and due to portions of the Verified Petition have been rendered moot; it is now appropriate that the remaining portions of the Verified Petition be denied. 2. [Appellees’] Findings of Fact are adopted in the court’s ruling and order, and are attached hereto and incorporated herein as if stated verbatim. 3. That [Appellees’] Conclusions of Law are adopted, attached, and incorporated herein to the degree they are not in conflict with this court’s order. 4. The Personal Representative shall expeditiously complete administration of this estate and close this estate. 5. [Appellees’] attorney’s fees and court costs shall be paid from the Estate. 6. [Appellant’s] attorney’s fees shall be paid by [Appellant]. 7. That in accordance with Tennessee Rule Civil Procedure 54.0[2], this court expressly determines that there is no just reason for delay and expressly directs the entry of a Final Judgment on the Verified Petition to Remove Personal Representative and for Contempt.

The attached copy of Appellees’ proposed findings and conclusions, discussed in more detail, infra, was signed and dated by the trial court judge below the line printed for the judge to sign. Appellant filed a timely notice of appeal to this Court.

II. ISSUES PRESENTED

Appellant raises the following issues on appeal, which are taken from her brief:

1. Whether the Trial Court committed reversible error by adopting Appellee’s Findings of Fact and Conclusions of Law as set forth in the Trial Court’s August 30, 2022 Order.

-3- 2. Whether the Trial Court committed reversible error in the assessment of attorney’s fees in the Trial Court’s August 30, 2022 Order, specifically, when it required Appellant, as Personal Representative, to pay her own attorney’s fees and awarded Appellees’ attorney’s fees to be paid from the decedent’s estate.

Appellees request their attorney’s fees incurred on appeal.

III. STANDARD OF REVIEW

Under Rule 13(d) of the Tennessee Rules of Appellate Procedure, we review the trial court’s factual findings de novo upon the record with a presumption of correctness. Tenn. R. App. P. 13(d). We review the trial court’s legal conclusions de novo with no presumption of correctness. Mitchell v. Mitchell, No. E2017-00100-COA-R3-CV, 2019 WL 81594, at *3 (Tenn. Ct. App. Jan. 3, 2019). A trial court’s decisions regarding the award of attorney’s fees are reviewed under the abuse of discretion standard. Wright ex rel. Wright v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Wright Ex Rel. Wright v. Wright
337 S.W.3d 166 (Tennessee Supreme Court, 2011)
Church v. Perales
39 S.W.3d 149 (Court of Appeals of Tennessee, 2000)
Archer v. Archer
907 S.W.2d 412 (Court of Appeals of Tennessee, 1995)
Bayberry Associates v. Jones
783 S.W.2d 553 (Tennessee Supreme Court, 1990)
Moran v. WILLENSKY
339 S.W.3d 651 (Court of Appeals of Tennessee, 2010)
Mary C. Smith v. UHS of Lakeside, Inc.
439 S.W.3d 303 (Tennessee Supreme Court, 2014)
Williams v. City of Burns
465 S.W.3d 96 (Tennessee Supreme Court, 2015)
Tigrett v. Tigrett
453 S.W.2d 100 (Court of Appeals of Tennessee, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
Ida Steinberg v. Renea Steinberg, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ida-steinberg-v-renea-steinberg-tennctapp-2023.