In Re Wallace Howe Family Trust

CourtMichigan Court of Appeals
DecidedAugust 18, 2022
Docket355909
StatusUnpublished

This text of In Re Wallace Howe Family Trust (In Re Wallace Howe Family Trust) is published on Counsel Stack Legal Research, covering Michigan 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 Wallace Howe Family Trust, (Mich. Ct. App. 2022).

Opinion

If this opinion indicates that it is “FOR PUBLICATION,” it is subject to revision until final publication in the Michigan Appeals Reports.

STATE OF MICHIGAN

COURT OF APPEALS

In re WALLACE HOWE FAMILY TRUST

GEORGE RIZIK II, Successor Trustee for the UNPUBLISHED WALLACE HOWE FAMILY TRUST, August 18, 2022

Appellee,

v Nos. 355909; 357016; 357658 Genesee Probate Court THOMAS HOWE, LC No. 18-210540-TV

Appellant,

and

STEVEN E. HOWE,

Other Party.

In re GUARDIANSHIP OF BEVERLY M. HOWE.

KRAIG S. SIPPELL, Guardian for BEVERLY M. HOWE,

v Nos. 357023; 358509 Genesee Probate Court THOMAS HOWE, LC No. 2018-210538-GA

-1- STEVEN HOWE and ANDREW O. STOUT,

Other Parties.

In re BEVERLY M. HOWE REVOCABLE TRUST.

GEORGE F. RIZIK III,

Petitioner-Appellee,

v Nos. 358199; 358512 Genesee Probate Court KRAIG SIPPELL, LC No. 2020-215114-TV

Respondent-Appellee,

THOMAS HOWE,

Respondent-Appellant,

STEVEN HOWE,

Respondent.

Before: RIORDAN, P.J., and BORRELLO and LETICA, JJ.

PER CURIAM.

In these consolidated appeals, appellant Thomas Howe appeals as of right several orders relating to his deceased mother’s guardianship, her revocable trust, and a family trust created by his deceased father, Wallace Howe. We affirm in part, vacate in part, and remand to the probate court for further proceedings consistent with this opinion.

These consolidated appeals involve trust and guardianship proceedings under the Estate and Protected Individuals Code (“EPIC”), MCL 700.1101 et seq. Beverly Howe was the widow of Wallace Howe, the settlor of the Wallace Howe Family Trust (the “family trust”). Beverly and Wallace are the parents of appellant and Steven Howe. George Rizik was appointed trustee of the family trust. On appeal, appellant challenges the probate court’s orders approving Rizik’s different accounts and granting his petition for attorney fees in the family trust case in Docket Nos. 355909, 357016, and 357658.

-2- After Beverly was diagnosed with dementia in 2017, a guardianship was established and Kraig S. Sippell was appointed as Beverly’s guardian. During the guardianship proceedings, the probate court held appellant in contempt several times for violating various court orders. The court also granted Sippell’s petitions for attorney fees, over appellant’s objections. Appellant appeals these orders in Docket Nos. 357023 and 358509.

Beverly also created her own revocable trust. Appellant and Steven initially served as cotrustees of Beverly’s revocable trust, but on June 2, 2020, the probate court removed them as cotrustees and appointed Sippell as successor trustee. In a prior appeal by appellant, this Court held that the probate court failed to cite record evidence in support of its decision. In re Beverly M Howe Revocable Trust, unpublished per curiam opinion of the Court of Appeals, issued May 27, 2021 (Docket No. 354458), p 8. Accordingly, this Court vacated the portion of the probate court’s order appointing Sippell as successor trustee and remanded the case to the probate court for it to “explain and rationalize the basis for its ruling.” Id. In the meantime, Beverly died on March 3, 2021. On remand, the probate court issued findings of fact and reappointed Sippell as trustee of Beverly’s revocable trust, nunc pro tunc. The court also denied appellant’s motion for immediate distribution of the assets of the revocable trust. Later, over appellant’s objections, the probate court granted Sippell’s petition for attorney fees. Appellant appeals these orders in Docket Nos. 358199 and 358512.

I. WALLACE HOWE FAMILY TRUST

A. DOCKET NO. 355909

Appellant first argues that the probate court erred by denying his demand for a jury trial on his petition to remove George Rizik as trustee.

Preliminarily, we conclude that this issue is moot. “An issue is moot if an event has occurred that renders it impossible for the court to grant relief. An issue is also moot when a judgment, if entered, cannot for any reason have a practical legal effect on the existing controversy.” Barrow v City of Detroit Election Comm, 305 Mich App 649, 659; 854 NW2d 489 (2014) (quotation marks and citation omitted). After Beverly’s death on March 3, 2021, Rizik petitioned the court for instructions regarding distribution of the family trust assets. On August 27, 2021, the probate court issued an order requiring Rizik to distribute appellant’s share of the family trust to appellant within 30 days. Even if this Court were to determine that appellant was entitled to a jury trial on his petition to remove Rizik as trustee, a decision to that effect would have no practical effect considering that the trust has now been terminated and the assets distributed. Because the trust is no longer active and Rizik is no longer serving as trustee, this issue is moot. In any event, appellant would not be entitled to relief on this issue.1

1 MCR 5.158(A) only entitles a party to a jury trial for “an issue for which there is a right to trial by jury[.]” Appellant sought Rizik’s removal as trustee for breach of his fiduciary duties. Issues involving a trustee’s prudence are for the probate court, not a jury, to decide. In re Messer Trust, 457 Mich 371, 387; 579 NW2d 73 (1998). Accordingly, appellant was not entitled to a jury determination on his petition to remove Rizik as trustee.

-3- Appellant also argues that the probate court erred by declining to give him more time to present objections to Rizik’s second annual account as trustee. We disagree.

“This Court reviews for an abuse of discretion a probate court’s dispositional rulings and reviews for clear error the factual findings underlying a probate court’s decision.” In re Portus, 325 Mich App 374, 381; 926 NW2d 33 (2018) (quotation marks and citation omitted). A probate court abuses its discretion if its decision falls outside the range of reasonable and principled outcomes. In re Gerstler, 324 Mich App 494, 507; 922 NW2d 168 (2018). A probate court’s factual finding is clearly erroneous if this Court is left with a definite and firm conviction that the court made a mistake, even if there is evidence to support the finding. In re Conservatorship of Brody, 321 Mich App 332, 336; 909 NW2d 849 (2017). Questions of statutory interpretation are reviewed de novo. In re Portus, 325 Mich App at 381.

In October 2020, Rizik filed a petition for approval of his second annual account and allowance of costs and fees, which was noticed for hearing on December 2, 2020. A proof of service indicates that the petition and notice of hearing were served on appellant by mail on October 23, 2020. The notice of hearing stated that the petition would be reviewed without a formal hearing, unless objected to in writing by an interested party. Appellant did not file objections to the accounting, but on December 2, 2020, the probate court adjourned the matter until December 10, 2020, for a formal hearing by Zoom. On December 7, 2020, appellant filed written objections to the adjournment order on the ground that he did not receive sufficient notice of the original hearing date, and that the rescheduled date was less than 14 days after the adjournment order was issued. In his written objections, appellant never asserted that he did not receive the accounting, but only that he “was never served a Notice of Hearing setting this matter for December 2, 2020” and he was “unaware that this matter was up for hearing on December 2, 2020[.]”

At the hearing on December 10, 2020, appellant’s counsel acknowledged that he did not submit any written objections to Rizik’s second account, and he did not raise any oral objections to the accounting itself.

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In Re Wallace Howe Family Trust, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-wallace-howe-family-trust-michctapp-2022.