Kuerschner v. Kuerschner

Court of Appeals of Arizona·Decided May 7, 2026·No. 1 CA-CV 25-0871·Unpublished·D. Steven Williams

Opinion

NOTICE: NOT FOR OFFICIAL PUBLICATION. UNDER ARIZONA RULE OF THE SUPREME COURT 111(c), THIS DECISION IS NOT PRECEDENTIAL AND MAY BE CITED ONLY AS AUTHORIZED BY RULE.

IN THE ARIZONA COURT OF APPEALS DIVISION ONE

STEFANIE KUERSCHNER, Plaintiff/Appellant,

v.

JAMES T. KUERSCHNER, as Trustee of the Joan F. Kuerschner Irrevocable Trust, Defendant/Appellee.1

No. 1 CA-CV 25-0871 FILED 05-07-2026

Appeal from the Superior Court in Maricopa County No. CV2024-019544 The Honorable Adam D. Driggs, Judge

AFFIRMED

APPEARANCES

Stefanie Kuerschner, Carefree Plaintiff/Appellant

Evans Dukarich LLP, Tempe By Steven L. Evans, Gary Dukarich, Nicholas J. Kuntz, Michael Malin, Jeff Boshes Counsel for Defendant/Appellee

1 The caption has been amended to reflect the correct parties on appeal and

shall be used for all future filings in this case. KUERSCHNER v. KUERSCHNER Decision of the Court

MEMORANDUM DECISION

Judge D. Steven Williams delivered the Court’s decision, in which Presiding Judge Daniel J. Kiley and Judge Cynthia J. Bailey joined.

W I L L I A M S, Judge:

¶1 Stefanie Kuerschner appeals the superior court’s dismissal of her claim under A.R.S. § 33-420 and award of attorneys’ fees against her. For the following reasons, we affirm.

FACTS AND PROCEDURAL BACKGROUND

¶2 James Kuerschner is the trustee of the Joan F. Kuerschner Irrevocable Trust (“the Trust”). Thomas Kuerschner, James’s father, was also a trustee of the Trust before his death in 2021. Stefanie is Thomas’s widow.2

¶3 As fully explained in Stefanie’s prior appeals, Thomas’s will excluded Stefanie from receiving any assets, but she maintained her community interest in the Scottsdale home they shared. In re Est. of Kuerschner, 1 CA-CV 25-0108, 2025 WL 2780806, at *1, ¶¶ 6–8 (Ariz. App. Sept. 30, 2025) (mem. decision). Stefanie filed several claims against Thomas’s estate (“the Probate case”), and the superior court rejected them following a trial. Id. at *3–4, ¶¶ 20–26. We affirmed that decision on appeal and ordered Stefanie to pay James’s (the personal representative of Thomas’s estate) appellate attorneys’ fees for pursuing meritless claims. Id. at *8, ¶¶ 50–51. We also warned Stefanie about providing incorrect citations in her written briefs and omitting record references. Id. at *5, ¶¶ 29–30.

¶4 After that appeal, Stefanie continued to litigate in the superior court several issues in the Probate case, resulting in sanctions against her. In re Est. of Kuerschner, 1 CA-CV 25-0491, 2026 WL 619894, at *1, ¶¶ 5–7 (Ariz. App. Mar. 5, 2026) (mem. decision). We dismissed her appeal of those sanction orders, and imposed additional sanctions against her for again providing incorrect citations and omitting record references. Id. at *2, ¶¶ 13–15.

2 Because parties share the same last name, we refer to them by their first

names to avoid confusion.

2 KUERSCHNER v. KUERSCHNER Decision of the Court

¶5 In this case, Stefanie brought a claim under A.R.S. § 33-420 against James in his capacity as trustee of the Trust in April 2024, alleging that James had recorded an invalid promissory note in November 2020 creating “a cloud on title” to the Scottsdale home. 3 In May 2024, the superior court dismissed Stefanie’s claim with prejudice by stipulation of the parties.

¶6 In July 2024, Stefanie filed another claim under A.R.S. § 33-420 against James in his capacity as trustee based on the same recording of the same promissory note. On James’s motion, the superior court dismissed the complaint—captioned as a “special action”—under Arizona Rule of Civil Procedure (“Rule”) 12(b)(6) on claim preclusion grounds. The court also granted James’s motion for attorneys’ fees and costs under A.R.S. §§ 12-341, -341.01, -349, and 14-1105.

¶7 Stefanie timely appealed. We have jurisdiction under Article 6, Section 9, of the Arizona Constitution and A.R.S. § 12-2101(A)(1).

DISCUSSION

¶8 Stefanie argues the superior court erred by dismissing her complaint on claim preclusion grounds under Rule 12(b)(6). She also challenges the court’s award of attorneys’ fees against her.

I. Claim Preclusion

¶9 Under Rule 12(b)(6), the superior court may dismiss a complaint for “failure to state a claim upon which relief can be granted.” We review a dismissal for failure to state a claim under Rule 12(b)(6) de novo. Shepherd v. Costco Wholesale Corp., 250 Ariz. 511, 513, ¶ 11 (2021). Dismissal is appropriate if the claimant is not “entitled to relief under any interpretation of the facts susceptible of proof.” Coleman v. City of Mesa, 230 Ariz. 352, 356, ¶ 8 (2012). We assume the truth of all well-pled factual allegations in the complaint, but “mere conclusory statements are insufficient to state a claim upon which relief can be granted.” Cullen v. Auto-Owners Ins. Co., 218 Ariz. 417, 419, ¶ 7 (2008).

¶10 Claim preclusion “bars litigation in a subsequent action of any claims that were raised or could have been raised in the prior action resulting in a final judgment.” Quinn v. Cardenas, 256 Ariz. 77, 83, ¶ 21 (App.

3 The materials from Stefanie’s April 2024 action are not in the record for

this case, but we take judicial notice of them. See In re Sabino R., 198 Ariz. 424, 425, ¶ 4 (App. 2000) (explaining that an appellate court may take judicial notice of other actions heard in the same court).

3 KUERSCHNER v. KUERSCHNER Decision of the Court

2023) (citation modified). Claim preclusion has three elements: “(1) an identity of claims in the suit in which a judgment was entered and the current litigation, (2) a final judgment on the merits in the previous litigation, and (3) identity or privity between parties in the two suits.” In re Gen. Adjudication of All Rts. to Use Water in Gila River Sys. & Source, 212 Ariz. 64, 69–70, ¶ 14 (2006).

¶11 Identity of claims exists when two claims are “based on the [same] transaction or series of transactions . . . considering whether the facts are related in time, space, origin, or motivation.” Crosby-Garbotz v. Fell, 246 Ariz. 54, 59, ¶ 19 (2019) (citation modified). A final judgment may “be on the merits and thus have claim preclusive effect when it results from the stipulation of the parties.” 4501 Northpoint LP v. Maricopa Cnty., 212 Ariz. 98, 101, ¶ 17 (2006) (citation modified). We review the preclusive effect of a prior judgment de novo. Howell v. Hodap, 221 Ariz. 543, 546, ¶ 17 (App. 2009).

¶12 Here, both of Stefanie’s claims were brought as special actions under A.R.S. § 33-420. Both claims arose out of the same transaction—the November 2020 recordation of the challenged promissory note. Stefanie argues that her claims are not the same because she alleges new or ongoing harms arising out of the recordation of the note, but the fact remains that she does not allege any new harmful conduct or transaction outside of the November 2020 recordation. The first element of claim preclusion is therefore met because both claims arise out of the recordation of the promissory note.

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