Matter of Estate of Kunzler

707 P.2d 461, 109 Idaho 350, 1985 Ida. App. LEXIS 813
CourtIdaho Court of Appeals
DecidedSeptember 30, 1985
Docket15508
StatusPublished
Cited by28 cases

This text of 707 P.2d 461 (Matter of Estate of Kunzler) is published on Counsel Stack Legal Research, covering Idaho Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Kunzler, 707 P.2d 461, 109 Idaho 350, 1985 Ida. App. LEXIS 813 (Idaho Ct. App. 1985).

Opinions

BURNETT, Judge.

This appeal focuses upon an award of attorney fees to an heir who sought, and ultimately obtained, removal of a personal representative and sale of certain real property during administration of a decedent’s estate. Fees were awarded not by the magistrate, who declined to make such an award, but by the district judge on appeal. The district judge decided that the magistrate had acted under a misapprehension of the legal standard governing fee awards and that an award should have been made. [353]*353For reasons explained below, we sustain the district court’s interpretation of the legal standard; but we hold that the court should have remanded the case to the magistrate for proper application of the standard, rather than reaching the merits of the attorney fee request on appeal.

The facts pertinent to our opinion are undisputed. William Kunzler died intestate, leaving thirteen heirs. One of the heirs, appellant Floyd Kunzler, was appointed as the personal representative. Another heir, respondent Glen Kunzler, later petitioned the court repeatedly to terminate Floyd’s appointment. After denying several such motions, the magistrate eventually concluded that Floyd was not properly performing his duties as personal representative and ordered him removed. The First Interstate Bank of Idaho was appointed as the successor personal representative. Soon thereafter, upon Glen’s motion, the magistrate ordered the principal asset in the estate, a 230-acre farm, to be sold. Floyd did not appeal his removal as the personal representative but he did appeal the order for sale of the farm. The district court affirmed that order as did our Supreme Court. See Kunzler v. First Interstate Bank of Idaho, 108 Idaho 374, 699 P.2d 1388 (1985).

Having obtained the relief he sought, Glen filed a claim for reimbursement of his attorney fees. The claim was resisted by Floyd and by two other heirs — the co-appellants, William Kunzler, Jr., and Will Reese Kunzler. In open court, Glen waived his claim insofar as it sought reimbursement from Floyd personally in this action, but he continued to assert his claim against the estate. The magistrate, in a memorandum opinion, held that no section of the Idaho/Uniform Probate Code provided for such reimbursement of fees. The magistrate also declined to make an award under I.C. § 12-121, the statute generally authorizing fee awards in civil cases. Glen appealed, presumably invoking the district court’s appellate jurisdiction under I.C. § 17-201(7), which authorizes an appeal from a magistrate’s order “[rjefusing, allowing or directing the ... payment of a ... claim ...” during estate administration. The district court reversed and remanded, directing the magistrate to make an appropriate award for which the estate would be liable. The instant appeal followed.

The appellants argue that Glen’s claim for reimbursement of attorney fees was untimely filed and therefore barred. They urge us to apply I.R.C.P. 54(e)(5), which provides that attorney fees shall be “deemed as costs” in a civil action, together with I.R.C.P. 54(d)(5), which provides that a memorandum of such “costs” must be filed “not ... later than 10 days after entry of judgment.” It is uncontroverted that Glen’s claim was filed more than ten days after the magistrate ordered removal of the personal representative and sale of the farm. However, the issue of whether Rules 54(d)(5) and 54(e)(5) apply to this type of claim has not been properly framed and preserved as an issue on appeal. The record fails to disclose that an objection to the timeliness of Glen’s claim was made before the magistrate. Rather, the question of timeliness appears to have been raised for the first time on appeal. In general, appellate courts in Idaho will not consider issues newly raised. E.g., Masters v. State, 105 Idaho 197, 668 P.2d 73 (1983); Green v. Young, 102 Idaho 735, 639 P.2d 433 (1981). Although an exception to this rule applies to jurisdictional issues, we do not deem the purportedly late filing to represent a jurisdictional defect. Even if Rules 54(d)(5) and 54(e)(5) were applicable, the magistrate would have been authorized, upon a showing of good cause, to extend the time for filing memoranda of costs and attorney fees. Ada County Highway District v. Acarrequi, 105 Idaho 873, 673 P.2d 1067 (1983).

The co-appellants also have argued that in no event should the estate be liable for any attorney fees awarded as a result of Floyd’s litigation posture and tactics while he was the personal representative. We disagree. Idaho Code § 15-3-808(c) and the comment to its official text treat [354]*354the estate as a quasi-corporation. Claims may be made against an estate for obligations arising from control of the estate by the personal representative during administration. Liability for an attorney fee award is such an obligation. Any secondary dispute between the estate and the personal representative concerning allocation of liability “may be determined in a proceeding for accounting, surcharge or indemnification or other appropriate proceeding.” I.C. § 15-3-808(d).

The co-appellants have invited our attention to cases in other jurisdictions where attorney fee awards against decedents’ estates have been denied. However, those cases appear simply to hold that attorney fees are not awardable to prevailing litigants absent authority conferred by statute or contract. In this case, unlike those cited by the co-appellants, such authority is furnished by I.C. § 12-121.

We turn, then, to the merits of the attorney fee issue. The district judge, like the magistrate, found no legal authority other than I.C. § 12-121 for making such an award. This narrowing of the issue has not been challenged in argument before our Court. Accordingly, we will presume for the sake of discussion that Glen’s entitlement to an attorney fee award rests upon application of I.C. § 12-121.

As Idaho practitioners are aware, I.R.C.P. 54(e)(1) provides that an award under this statute may not be made unless the court “finds, from facts presented to it, that the case was brought, pursued or defended frivolously, unreasonably or without foundation____” This rule was adopted after administration of the instant estate had begun but before Glen commenced adversary proceedings to terminate Floyd’s appointment as personal representative and to sell the farm. The applicability of the rule has not been contested by any of the parties to this appeal. Moreover, the magistrate was at liberty to apply the rule criteria even if he had not been bound to do so. See generally Ladd v. Coats, 105 Idaho 250, 668 P.2d 126 (Ct.App.1983).

Applying these criteria to the facts of a particular case is a task invoking the judge's discretionary function. The judge’s determination as to whether the criteria have been satisfied will, not be disturbed on appeal unless such discretion has been abused. E.g., Anderson v. Ethington, 103 Idaho 658, 651 P.2d 923 (1982).

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Bluebook (online)
707 P.2d 461, 109 Idaho 350, 1985 Ida. App. LEXIS 813, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-kunzler-idahoctapp-1985.