In re Trust of Bulger

CourtCourt of Appeals of Kansas
DecidedApril 14, 2017
Docket114103
StatusUnpublished

This text of In re Trust of Bulger (In re Trust of Bulger) is published on Counsel Stack Legal Research, covering Court of Appeals of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Trust of Bulger, (kanctapp 2017).

Opinion

NOT DESIGNATED FOR PUBLICATION

No. 114,103

IN THE COURT OF APPEALS OF THE STATE OF KANSAS

In the Matter of THE JOSEPH A. BULGER LIVING TRUST, as Amended and Restated on February 20, 2003, and Further Amended on September 7, 2005; THE HAZEL R. BULGER LIVING TRUST, as Amended and Restated on January 20, 2003, and Further Amended on September 7, 2005; THE DURABLE POWER OF ATTORNEY OF JOSEPH A. BULGER, Dated January 30, 2003; and THE DURABLE POWER OF ATTORNEY OF HAZEL R. BULGER, Dated January 30, 2003.

MEMORANDUM OPINION

Appeal from Sedgwick District Court; J. PATRICK WALTERS, JEFFREY E. GOERING, WILLIAM S. WOOLLEY, and SETH L. RUNDLE, judges. Opinion filed April 14, 2017. Affirmed in part, dismissed in part, and remanded with directions.

Kevin M. McMaster, of McMaster & McMaster, LLC, of Wichita, for appellants Joseph A. Bulger Living Trust and interested parties, Jo Ann Briggs, Judith A. Krulish, and Thomas M. Bulger.

Willian P. Tretbar, of Fleeson, Gooing, Coulson & Kitch, L.L.C., of Wichita, for appellee James R. Bulger.

Hugh W. Gill, of Hinkle Law Firm LLC, of Wichita, for appellee guardian ad litem for Joseph A. Bulger and Hazel R. Bulger.

Joan M. Bowen, of counsel, Conlee, Schmidt & Emerson, LLP, of Wichita, for appellee guardian ad litem for N.B., the minor child of Thomas M. Bulger, and for any unborn and unascertained issue who may have had an interest in the proceedings.

Before HILL, P.J., BUSER and LEBEN, JJ.

1 BUSER, J.: This appeal originated as a dispute involving the four adult children of Joseph A. Bulger and Hazel R. Bulger over the administration of the parents' two trusts, the Joseph A. Bulger Living Trust and the Hazel R. Bulger Living Trust. After mediation, the parties entered into a settlement agreement, which the district court approved. The district court then filed a journal entry dismissing the case with prejudice.

Relevant to this appeal, the journal entry directed the guardians ad litem, who had been appointed to represent the interests of the settlors and minor contingent beneficiaries of the trusts, to submit their applications for allowance of fees within 20 days. Both guardians ad litem filed motions for approval and payment of their attorney fees. Over the objection of the Joseph A. Bulger Living Trust and interested parties, Jo Ann Briggs (trustee and beneficiary), Judith A. Krulish (beneficiary), and Thomas M. Bulger (trustee and beneficiary), the district court granted both motions.

The objecting parties filed this appeal, challenging the legality of the district court's ruling appointing the guardians ad litem. Based on our review, we find a lack jurisdiction to consider this particular issue because appellants neglected to file their notice of appeal within 30 days of the entry of judgment—the journal entry approving the settlement agreement and dismissing the case with prejudice. Accordingly, we dismiss that part of the appeal.

We do, however, have jurisdiction to review the appellants' claim that the district court erred in its award of the amount of fees to the guardians ad litem and, therefore, their fees should not be paid. Upon our review, we conclude the district court did not err in awarding the requested attorney fees to the guardians ad litem. That part of the appeal is affirmed. Finally, we grant judgment in favor of the guardians ad litem for appellate attorney fees.

2 FACTUAL AND PROCEDURAL BACKGROUND

Joseph A. Bulger and Hazel R. Bulger, a married couple, established an estate plan, which consisted of two revocable living trusts, the Joseph A. Bulger Living Trust and the Hazel R. Bulger Living Trust, pour-over wills, and durable powers of attorney. Under the terms of the trusts, Joseph and Hazel, as settlors, retained the power during their lifetimes to direct and receive income and principal from their respective trusts. Additionally, each spouse granted the other spouse the right to receive distributions from their respective trust provided the settlor's needs were met and the distribution was necessary for purposes of health, education, support, or maintenance.

The trusts also provided that upon the death of Joseph or Hazel, the trust's assets would be transferred to a marital trust for the benefit of the surviving spouse, and when the surviving spouse died, the residue, as a general matter, would be distributed equally among the couple's four adult children, Jo Ann Briggs, Judith A. Krulish, James R. Bulger, and Thomas M. Bulger (who had a trust) and their children. The trusts also provided that the share of each of Joseph and Hazel's "grandchild or more remote Issue of [the settlor] be subject to the Contingent Trust provisions . . . applicable to beneficiaries under the age of twenty-one (21) years."

Although Joseph and Hazel served as the initial trustees of their respective trusts, the trusts and durable powers of attorney provided that in the event they both became incapacitated, three of their four children, Jo Ann, James, and Thomas, would serve as successor co-trustees and attorneys-in-fact under a system of majority rule.

In 2011, healthcare providers determined that Joseph and Hazel were no longer able to manage their own affairs due to illnesses. As a consequence, Jo Ann, James, and Thomas began acting in the capacity of co-trustees and attorneys-in-fact. Unfortunately, the three siblings were unable to work cooperatively with one another. 3 On June 18, 2012, James filed a petition under the Kansas Uniform Trust Code, K.S.A. 58a-101 et seq., and the Kansas Power of Attorney Act, K.S.A. 58-650 et seq., alleging that Thomas had "misappropriated hundreds-of-thousands of dollars in assets belonging to [Joseph and Hazel] and/or their respective trusts," and that Jo Ann may have been complicit in the conversion. In response, Jo Ann, Thomas, and Judith counterclaimed, alleging that James had "acted contrary [to] the directions of the [Bulgers'] health care provider, misappropriated funds or attempted to misappropriate funds, [and] failed to fulfill his duties as a co-trustee."

At the time, Joseph and Hazel had several grandchildren, one of whom was a minor. In conjunction with his petition, James filed a motion for the appointment of a guardian ad litem to represent the interests of the minor grandchild, N.B. (Thomas' youngest daughter), and any unborn and unascertained issue who may have an interest in the proceedings. Later that day, the district court entered an order appointing Jeffrey R. Emerson, an attorney, as guardian ad litem. Although the proceeding occurred ex parte, the district court found that "[n]otice of the time and place of hearing [was] not necessary or required by law." About a month later, James and Emerson orally moved for an order substituting Emerson's colleague, Joan M. Bowen, an attorney, as the guardian ad litem. Following an ex parte proceeding, the motion was sustained.

On November 27, 2012, James moved for the appointment of a guardian ad litem for Joseph and Hazel. In response, Jo Ann, Judith, and Thomas opposed James' motion on the ground that the appointment was not authorized by statute, had no purpose, and would waste the assets of the estate.

At the hearing on the motion, James asserted that under to K.S.A. 58a-305 and K.S.A. 2016 Supp.

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In re Trust of Bulger, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-trust-of-bulger-kanctapp-2017.