State ex rel. Oklahoma Bar Ass'n v. Godlove

2013 OK 38, 318 P.3d 1086, 2013 WL 2490211, 2013 Okla. LEXIS 48
CourtSupreme Court of Oklahoma
DecidedJune 11, 2013
DocketSCBD No. 5939
StatusPublished
Cited by34 cases

This text of 2013 OK 38 (State ex rel. Oklahoma Bar Ass'n v. Godlove) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
State ex rel. Oklahoma Bar Ass'n v. Godlove, 2013 OK 38, 318 P.3d 1086, 2013 WL 2490211, 2013 Okla. LEXIS 48 (Okla. 2013).

Opinion

TAYLOR, J.

T1 The Oklahoma Bar Association (OBA) initiated this proceeding under Rule 6 of the Rules Governing Disciplinary Proceedings (RGDP), 5 0.8.2011, ch. 1, app. 1-A, against Joan Godlove (Godlove) by filing a one-count complaint on October 22, 2012.1 The Professional Responsibility Tribunal (PRT) deemed the allegations admitted but did not specify which rules of the Oklahoma Rules of Professional Conduct (ORPC), 5 0.8.2001 & Supp. 2008, ch. 1, app. 3-A, that it found Godlove had violated.2 The PRT recommended a suspension of two years and a day. The OBA asks this Court to impose a minimum suspension of two years and a day and to impose costs.

I. STANDARD OF REVIEW

12 Our review in bar disciplinary proceedings is de movo. State ex rel. Okla. Bar Ass'n v. Taylor, 2003 OK 56, ¶ 2, 71 P.3d 18, 21. "The ultimate responsibility for deciding whether misconduct has occurred and what discipline is warranted if misconduct is found rests with us in the exercise of our exclusive original jurisdiction in bar disciplinary matters." State ex rel. Okla. Bar Ass'n v. Todd, 1992 OK 81, ¶ 2, 883 P.2d 260, 262. This Court's duty can only be discharged if the record is sufficient to allow an independent determination of the facts and the crafting of an appropriate discipline. State ex rel. Okla. Bar Ass'n v. Giger, 2001 OK 96, ¶ 6, 37 P.3d 856, 860-861. An attorney's failure to respond to requests for information or the complaint or failure to appear at the hearing does not prevent this Court from crafting an [1088]*1088appropriate discipline. Having carefully perused the record, we conclude it is adequate for de novo consideration of the alleged misconduct.

II BURDEN OF PROOF

13 In bar disciplinary proceedings, the OBA, as the complainant, has the burden of establishing by clear and convincing evidence that a lawyer has violated the rules governing lawyers' conduct. State ex rel. Okla. Bar Ass'n v. Tweedy, 2000 OK 37, 17, 52 P.3d 1003, 1006, cert. denied, 531 U.S. 1145, 121 S.Ct. 1082, 148 L.Ed.2d 958 (2001). Clear and convincing evidence is sufficient evidence, both in quality and quantity, so as to produce a firm conviction of the truth of the allegations. See State ex rel. Okla. Bar Ass'n v. Wilcox, 2009 OK 81, ¶ 2, 227 P.3d 642, 647.

III. GODLOVE'S FAILURE TO ANSWER OR APPEAR

T4 The OBA received a grievance against Godlove from an opposing counsel on September 22, 2011, complaining of Godlove's frivolous litigation tactics. On October 6, 2011, the OBA sent Godlove a letter, enclosing a copy of the grievance and informing her that Rule 5.2 of the RGDP required her to respond within twenty days. The letter and enclosures were mailed to 3179 S. Madison Ave., Tulsa, OK 74105, her official OBA address. The OBA did not receive a response from Godlove. On October 27, 2011, the OBA received a letter supporting the grievance from an opposing litigant. On November 18, 2011, the OBA received a letter from another opposing counsel complaining of Godlove using different inactive addresses on her pleadings.

T5 On September 28, 2012, the OBA sent Godlove a letter, along with a copy of the complaint, by certified mail, return receipt requested, restricted delivery to her official OBA address. A copy of the United States Postal Service tracking page shows that notice of the letter was left on October 1, 2012, and that the letter was returned to the OBA on October 27. On October 12, 2012, the OBA procured a private process server to obtain personal service on Godlove. The process server's Affidavit of Service stated that she had personally delivered the OBA letter, the complaint, the OBA's entry of appearance, the appointment of the trial panel, and notice of hearing to "Joan Godlove, Attorney at Law, 1611 S. Utica Ave., Tulsa, OK 74104 on October 16, 2012 at 5:53 pm." Thereafter, the OBA's investigator attempted to contact Godlove two or three times but did not reach her. He then contacted her brother, a Lawton attorney, who explained that he spoke with Godlove onee or twice a month and that he had no concerns about Godlove's health. Except for one message left on the investigator's voice mail saying that she would call back later in the week, Godlove has had no communication, written or otherwise, with the OBA. Godlove did not file an answer to the complaint, did not appear at the hearing, and has not filed any documents in this proceeding.

IV, BACKGROUND FACTS

"I 6 Lorice T. Wallace, who died on May 31, 2008, and her husband, Franklin Wallace, who died on July 19, 1990, had four children: Patricia Hastings, Roma Jage, Stephen P. Wallace, and a daughter LW., who is in her fifties, has Down's Syndrome, has the beginning stages of dementia, and has a court appointed guardian.

T7 The underlying litigation primarily involves two trusts established by Lorice Wallace (together trusts): the Lorice T. Wallace Revocable Trust dated December 26, 1974, as restated effective October 5, 1998, and as amended on February 12, 1998; and the Lorice T. Wallace Irrevocable Trust dated February 8, 1996.3 These trusts had a corpus of an approximate value of thirty million dollars. Lorice Wallace was the trustee, and Trust Company of Oklahoma (Trust Company) and Ronald Saffa (Saffa), an attorney and nephew of Lorice Wallace, were named as [1089]*1089substitute co-trustees of the revocable trust.4 The Wallace's children were the beneficiaries of the trust.

{8 In 1999, Patricia Hastings filed for a guardianship of Lorice Wallace. Shortly before the guardianship was filed, Lorice resigned as trustee and Trust Company and Saffa took on the trustee responsibilities. At a hearing on March 18, 2000, the judge commented that he had not yet determined Lor-ice Wallace's capacity or incapacity, so she still had legal authority to make her own decisions. That same day, Lorice Wallace, at the suggestion of Stephen Wallace and his attorney, executed amendments to her revocable trust that removed Trust Company and Saffa as trustees and named Stephen Wallace, Mary Roma, and Bank One as successor co-trustees. Lorice Wallace also executed a power of attorney in favor of Stephen Wallace.5 On March 25, 2002, the court determined the original instruments and the some of the first amendments controlled the revocable trust, making the last amendment invalid and confirming Trust Company and Saffa as the successor co-trustees of the re-voeable trust. No successful appeal was filed from this order, and the order became final.

This order is the basis of most of Godlove's alleged improper pleadings and misconduct.6

V. TULSA DISTRICT COURT CASES, APPEALS, ORIGINAL JURISDICTION APPLICATIONS

T9 Tulsa District Court case number PT-2002-56, filed on September 11, 2002, by Saffa seeking instruction regarding the trusts' administration, was the first of the trust-related cases filed.7 A second petition in Tulsa County District Court was filed in . PT-2008-46, and many of the hearings were held and pleadings were filed in both cases. Additionally the following cases were filed involving the trusts and in which Godlove's conduct is challenged as unprofessional by the OBA: Hutchinson v. Hahn, 402 Fed. Appx. 391, 2010 WL 4780694 (10th Cir.2010); Jage v. Trust Co. of Okla., No. O6CV-249 (N. Dist.Okla. May 9, 2006) (opinion at 2009 WL 3241659); Wallace v. Trust Co. of Okla., No.

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

Related

STATE OF OKLAHOMA ex rel. OBA v. SHIELDS
2025 OK 20 (Supreme Court of Oklahoma, 2025)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. BAILEY
2023 OK 34 (Supreme Court of Oklahoma, 2023)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. WRIGHT
2023 OK 1 (Supreme Court of Oklahoma, 2023)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. GREEN
2020 OK 21 (Supreme Court of Oklahoma, 2020)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. WATKINS
2019 OK 76 (Supreme Court of Oklahoma, 2019)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. BEDNAR
2019 OK 12 (Supreme Court of Oklahoma, 2019)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. HUNT
2017 OK 28 (Supreme Court of Oklahoma, 2017)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. GAINES
2016 OK 80 (Supreme Court of Oklahoma, 2016)
STATE ex rel. OKLAHOMA BAR ASSOCIATION v. KNIGHT
2015 OK 59 (Supreme Court of Oklahoma, 2015)
Attorney Grievance Commission v. Mixter
109 A.3d 1 (Court of Appeals of Maryland, 2015)
Board of Professional Responsibility, Wyoming State Bar
2014 WY 98 (Wyoming Supreme Court, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
2013 OK 38, 318 P.3d 1086, 2013 WL 2490211, 2013 Okla. LEXIS 48, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-oklahoma-bar-assn-v-godlove-okla-2013.