In Re Estate of Tucci

408 S.E.2d 859, 104 N.C. App. 142, 1991 N.C. App. LEXIS 1003
CourtCourt of Appeals of North Carolina
DecidedOctober 1, 1991
Docket9021SC1010
StatusPublished
Cited by18 cases

This text of 408 S.E.2d 859 (In Re Estate of Tucci) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina 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 Tucci, 408 S.E.2d 859, 104 N.C. App. 142, 1991 N.C. App. LEXIS 1003 (N.C. Ct. App. 1991).

Opinion

WYNN,.. Judge.

Appellant, the Estate of Shirley Allred Tucci (“Estate”), appeals from an order of the Forsyth County Superior Court taxing the Estate with the payment of attorney’s fees, as part of the cost's! incurred in an unsuccessful attempt by James Michael Tucci (“Tucci”) to dissent from the will of his wife, Shirley Allred Tucci.

On 25 May 1990, following his unsuccessful bid to dissent, Tucci filed a petition pursuant to N.C. Gen. Stat. § 6-21(2) requesting the Forsyth County Clerk of Superior Court to tax the attorney’s fees which he incurred in undertaking the dissent against the Estate. Attached to and tendered in support of the petition was “a statement for professional services rendered and costs advanced on behalf of James Michael Tucci by the law firm of Harrison, North, *146 Cooke & Landreth” (“the Harrison firm”). Neither a copy of the petition, nor a notice of hearing was served upon the Estate. After reviewing the petition, the clerk found as fact that Tucci’s dissent had substantial merit, and that the attorney’s fees incurred were fair and reasonable in every respect. Thereafter, the clerk entered an order requiring the Estate to pay “the attorney’s fees and costs of James Michael Tucci, ... to the law firm of Harrison, North, Cooke & Landreth.”

Pursuant to the provisions of N.C. Gen. Stat. §§ 1-272 and 7A-251, the Estate appealed to the Superior Court of Forsyth County on 29 May 1990 for a de novo review of the clerk’s order. In its notice of appeal, the Estate asserted that it had been denied due process of law because it had not been afforded an opportunity to respond to the petition for attorney’s fees. The Estate also objected to the Clerk’s findings of fact and conclusions of law, and alleged that the Clerk had abused her discretion in taxing Tucci’s attorney’s fees against it. Also on 29 May 1990, in an effort to discover the factual basis for Tucci’s petition, the Estate served on Tucci’s counsel a notice to take Tucci’s deposition and a request for the production of documents. The deposition and the date by which the documents were to be returned was 27 June 1990.

On 30 May 1990, Tucci’s counsel sent a request to the court that the Estate’s appeal be calendared for 25 June 1990, two days prior to the time Tucci was to respond to discovery. Notwithstanding the Estate’s objection to this request, the appeal was calendared for 25 June 1990 before Judge Julius A. Rousseau, Jr. Upon receiving this information, the Estate served a subpoena duces tecum on Tucci and his attorneys to appear, to testify, and to produce documents at the June 25th hearing. The Estate also filed a motion to continue the hearing from June 25th.

On 15 June 1990, counsel for Tucci filed a response to the Estate’s notice of deposition and request for documents, and indicated that Tucci would refuse to appear and testify at the deposition and that there would be no further production of documents.

On 18 June 1990, the Estate filed a motion to compel discovery, and its motion to continue was heard by Judge Judson D. DeRamus, Jr. via telephone. As a result of the hearing, Judge DeRamus entered an order allowing the Estate’s motion to continue, and setting the Estate’s motion to compel discovery for hearing on 25 June 1990 before Judge Rousseau. In light of the granting of *147 its continuance, the Estate agreed to withdraw its subpoena duces tecum.

At the June 25th hearing of its motion to compel discovery, the Estate explained to Judge Rousseau that the reasons for its discovery requests were threefold: (1) To uncover the factual basis underlying the petition for attorney’s fees; (2) To uncover the factual basis for the descriptive entries, time estimates and hourly fees shown on the statement for professional services which was attached to the petition; and (3) To uncover the factual basis for the contention that Tucci’s dissent had “substantial merit.”

Judge Rousseau concluded that the issues of whether Tucci’s dissent had substantial merit and whether his attorney’s fees were reasonable were to be decided solely upon the existing record of the case and upon affidavits relating to the reasonableness of attorney’s fees. Over the Estate’s objection, Judge Rousseau also set a hearing on the merits of the Estate’s appeal for 29 June 1990. Judge Rousseau’s written order was entered 29 June 1990.

Prior to the hearing on the Estate’s appeal, counsel for the Estate offered to settle Tucci’s petition for attorney’s fees by letter dated 26 June 1990. The terms of the offer were that in exchange for Tucci’s withdrawing and dismissing his petition for attorney’s fees and his filing of a statement that the Clerk’s order had been satisfied, the Estate would purchase a house in which both Tucci and his minor son could live and would dismiss its appeal of the clerk’s order. On 27 June 1990, Tucci’s counsel responded to the Estate’s offer with a letter indicating that Tucci desired to settle, but that the Harrison firm would no longer represent Tucci.

Tucci’s new counsel and the Estate subsequently filed their respective notices of withdrawal and informed Judge Rousseau that because the matter had been resolved, there was no need for a hearing on the Estate’s appeal. In spite of these events, Judge Rousseau proceeded to conduct a hearing on 29 June 1990. At the hearing, Judge Rousseau ruled, ex mero motu, that the documents filed by Tucci and the Estate were ineffective insofar as they attempted to deprive the court of its jurisdiction to review the clerk’s order taxing costs against the Estate. Following the hearing, Judge Rousseau entered a written order dated 24 July 1990 which, based upon his findings of fact, concluded that Tucci’s dissent had substantial merit, and that attorney’s fees in the amount of $128,199.21 (representing the previously awarded amount, less *148 $1,500 which Tucci had paid) were reasonable and should, in the court’s discretion, be taxed as costs against the Estate. From Judge Rousseau’s 29 June 1990 and 24 July 1990 orders denying the Estate’s motion to compel discovery and ordering the payment of attorney’s fees, respectively, the Estate now appeals.

We note initially that in spite of the fact that Tucci and the Estate purport to have settled their differences, and in spite of the fact that Tucci is no longer represented by attorneys A. Wayland Cooke and Michael C. Landreth of the Harrison firm, Cooke and Landreth have filed a brief opposing the appellant titled “Appellee’s Brief.” Because the North Carolina Rules of Appellate Procedure generally speak in terms of actions which a “party” to a proceeding must take on appeal, it is implicit that any appellate brief must be filed on behalf of one of those parties.

In the interests of justice, and as a matter of appellate grace, we hereby vary the Rules of Appellate Procedure’s implicit requirement that a brief be filed on behalf of a party to a proceeding. Appellate Rule 2 provides:

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

Related

M.E. v. T.J.
Court of Appeals of North Carolina, 2020
In re: R.D.B.
Court of Appeals of North Carolina, 2020
Nat'l Fin. Partners Corp. v. Estate of Harry A. Stokes
2014 NCBC 49 (North Carolina Business Court, 2014)
Smith v. Am. Nat'l Ins. Co.
Court of Appeals of North Carolina, 2014
Barringer v. FORSYTH COUNTY WAKE FOREST UNIVERSITY BAPTIST MEDICAL CTR
677 S.E.2d 465 (Court of Appeals of North Carolina, 2009)
State v. Schnell
757 N.W.2d 732 (Nebraska Court of Appeals, 2008)
Leverette v. BATTS TEMPORARY SERVICES, INC.
598 S.E.2d 192 (Court of Appeals of North Carolina, 2004)
Citibank (South Dakota), N.A. v. State
1999 SD 124 (South Dakota Supreme Court, 1999)
Citibank v. State
1999 SD 124 (South Dakota Supreme Court, 1999)
Lloyd v. Town of Chapel Hill
489 S.E.2d 898 (Court of Appeals of North Carolina, 1997)
Batcheldor v. Boyd
458 S.E.2d 1 (Court of Appeals of North Carolina, 1995)
Edwards v. Edwards
456 S.E.2d 126 (Court of Appeals of North Carolina, 1995)
Wagoner v. Elkin City Schools' Board of Education
440 S.E.2d 119 (Court of Appeals of North Carolina, 1994)
Faulkenbury v. Teachers' & State Employees' Retirement System
424 S.E.2d 420 (Court of Appeals of North Carolina, 1993)
Faulkenbury v. TEACHERS'AND STATE EMPLOYEES'RETIREMENT SYSTEM
424 S.E.2d 420 (Court of Appeals of North Carolina, 1993)
Dyer v. State
416 S.E.2d 1 (Supreme Court of North Carolina, 1992)

Cite This Page — Counsel Stack

Bluebook (online)
408 S.E.2d 859, 104 N.C. App. 142, 1991 N.C. App. LEXIS 1003, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-tucci-ncctapp-1991.