In RE ESTATE OF McNABB

744 N.E.2d 569, 2001 WL 275197
CourtIndiana Court of Appeals
DecidedMarch 19, 2001
Docket18A05-0007-CV-300
StatusPublished
Cited by6 cases

This text of 744 N.E.2d 569 (In RE ESTATE OF McNABB) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In RE ESTATE OF McNABB, 744 N.E.2d 569, 2001 WL 275197 (Ind. Ct. App. 2001).

Opinion

744 N.E.2d 569 (2001)

In the Matter of the Unsupervised ESTATE OF Robert G. McNABB, a/k/a R.G. McNabb, deceased.
Fredric Geoffrey McNabb, Appellant-Petitioner,
v.
Ralph E. Dennis, Jr., Appellee-Respondent.

No. 18A05-0007-CV-300.

Court of Appeals of Indiana.

March 19, 2001.

*570 Gregory B. Smith, Smith & Smith Law Office, Muncie, IN, Attorney for Appellant.

Thomas R. Malapit, Jr., Dennis, Wenger, & Abrell, P.C., Muncie, IN, Attorney for Appellee.

OPINION

KIRSCH, Judge

Fredric Geoffrey McNabb ("McNabb") appeals the grant of summary judgment in favor of Ralph E. Dennis, Jr. ("Dennis") on McNabb's petition to reopen his father's estate. McNabb raises three issues, of which we find the following to be dispositive: whether the trial court properly granted summary judgment on the basis that IC 29-1-7.5-7 barred McNabb's petition.

We affirm.[1]

FACTS AND PROCEDURAL HISTORY

McNabb is the son of Robert G. McNabb, a/k/a R.G. McNabb ("Robert") and Liberty Buveada McNabb ("Liberty"). Robert died on August 21, 1988. On January 21, 1993, Liberty filed a petition in the Delaware Circuit Court for unsupervised administration of Robert's estate, and requested that she be appointed personal representative of the estate.[2] McNabb consented to the petition, which listed McNabb and Liberty as the only two heirs of the estate. Attorney Dennis represented Liberty in her capacity as personal representative of Robert's estate. Administration of the estate proceeded in unsupervised fashion. On December 20, 1994, Liberty filed a verified closing statement to close the estate upon completion of administration.

Before closing Robert's estate, Liberty executed on February 22, 1994, a revocable trust agreement, later amended, in which she as settlor created a trust during her lifetime. Upon her death, her trustee was to divide the trust assets into two separate trusts for the benefit of McNabb and another individual. Liberty died on February 27, 1996. Her supervised estate closed in April 1999.

On October 18, 1999, McNabb filed a petition to reopen Robert's estate on the basis that Liberty, as personal representative of Robert's estate, failed to perform a required act of administration, namely, distribution to him of $146,061.92 from Robert's estate. McNabb expressed his belief that Liberty had transferred substantially all her assets, including his distributive share of his father's estate, into the trust that she created prior to the closing of Robert's estate. McNabb sought the appointment *571 of an administrator de bonis non to "complete the administration" of Robert's estate. Record at 42-43.

The petition was set for hearing on November 8, 1999. The clerk issued notice of the hearing to Dennis, who as a self-styled "respondent," sought and received a continuance of the hearing and additional time to file a response to the petition. On November 18, 1999, Dennis filed a motion for summary judgment on McNabb's petition to reopen Robert's estate. McNabb filed no response or designation to the motion. Upon Dennis's request, the court abated discovery in the case until it decided McNabb's pending motion to strike and motion for sanctions, which asserted that Dennis had no standing to oppose the petition.

On April 27, 2000, the trial court entered findings of fact and conclusions of law and order granting Dennis's motion for summary judgment on the basis that the estate was entitled to judgment as a matter of law because McNabb's claims were barred under IC 29-1-7.5-7.[3]

After the denial of his motion to correct errors, McNabb now appeals.

DISCUSSION AND DECISION

Where, as here, a trial court makes findings and conclusions on its own motion, our supreme court has set out the standard of review:

"`Sua sponte findings control only as to the issues they cover and a general judgment will control as to the issues upon which there are no findings. A general judgment entered with findings will be affirmed if it can be sustained on any legal theory supported by the evidence. When a court has made special findings of fact, an appellate court reviews sufficiency of the evidence using a two-step process. First, it must determine whether the evidence supports the trial court's findings of fact; second, it must determine whether those findings of fact support the trial court's conclusions of law. Findings will only be set aside if they are clearly erroneous. Findings are clearly erroneous only when the record contains no facts to support them either directly or by inference. A judgment is clearly erroneous if it applies the wrong legal standard to properly found facts. In order to determine that a finding or conclusion is clearly erroneous, an appellate court's review of the evidence must leave it with the firm conviction that a mistake has been made.'"

Bronnenberg v. Estate of Bronnenberg, 709 N.E.2d 330, 333 (Ind.Ct.App.1999) (quoting Yanoff v. Muncy, 688 N.E.2d 1259, 1262 (Ind.1997)).

Here, we focus on the trial court's decision to grant summary judgment on the basis that IC 29-1-7.5-7 barred McNabb's petition. Summary judgment is appropriate only when properly designated materials show that there is no genuine issue of material fact and that the movant is entitled to judgment as a matter of law. Ind. Trial Rule 56(C); Estate of Goodwin v. Goodwin, 721 N.E.2d 886, 888-89 (Ind.Ct.App.1999). When reviewing a motion for summary judgment, we apply the same standard as the trial court, and we resolve any doubt as to a fact, or an inference to be drawn therefrom, in favor of the party opposing summary judgment. Id. On appeal, the appellant bears the burden of proving that the trial court erred in determining that there *572 are no genuine issues of material fact and that the moving party was entitled to judgment as a matter of law. Id. at 889. Where there are no disputed facts, the motion is treated as a question of law, and we review the matter de novo. Id.

Here, McNabb filed no response or opposing affidavits to Dennis's motion for summary judgment. However, summary judgment shall not be granted as of course because the opposing party fails to offer opposing affidavits or evidence, but the court shall make its determination from the evidentiary matter designated to the court. Ind. Trial Rule 56(C).

Eleven years after his father's death, and three years after his mother's death, McNabb sought to reopen his father's estate on the grounds that his mother, as personal representative of his father's estate, failed to distribute his intestate share to him.[4] McNabb petitioned the court under IC XX-X-XX-XX, which provides in pertinent part:

"If, after an estate has been settled and the personal representative discharged,. . . it shall appear that any necessary act remains unperformed on the part of the personal representative, or for any other proper cause, the court, upon the petition of . . . any person interested in the estate and, without notice or upon such notice as it may direct, may order that said estate be reopened.

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744 N.E.2d 569, 2001 WL 275197, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mcnabb-indctapp-2001.