Supervised Estate: Tammi Stodghill v. Bradley Thompson

Indiana Court of Appeals·Decided June 12, 2026·No. 25A-ES-01629·Published·Judge Felix

Opinion

IN THE

Court of Appeals of Indiana In re the Supervised Estate of Robert Thompson, Deceased, Tammi Stodghill, FILED Jun 12 2026, 8:53 am

Appellant-Respondent

CLERK

Indiana Supreme Court

Court of Appeals

v. and Tax Court

Bradley Thompson as the Personal Representative of the Estate of Robert Thompson,

Appellee-Petitioner

June 12, 2026

Court of Appeals Case No.

25A-ES-1629

Appeal from the Grant Superior Court The Honorable Jason McVicker, Judge Trial Court Cause No.

27D03-2403-ES-000007

Opinion by Judge Felix

Judges May and Mathias concur.

Felix, Judge.

Statement of the Case [1] Robert Thompson suffered from dementia, and weeks before his death, his son

Michael Thompson transferred several of Robert’s properties to Michael’s mother, Tammi Stodghill. Michael was originally appointed personal representative of Robert’s estate (the “Estate”), but at a hearing before Stodghill was made a party, the trial court removed Michael from that position and determined that the property transfers were fraudulent. At an ensuing hearing after Stodghill intervened, the trial court ordered the properties to be returned to the Estate. Stodghill now appeals and presents three issues for our review:

1. Whether Stodghill’s absence at the first hearing before she intervened requires reversal of the trial court’s fraudulent-transfer finding;

2. Whether the trial court abused its discretion by excluding certain evidence; and

3. Whether the trial court abused its discretion by “refusing to order” an attorney-witness to testify.

[2] We affirm.

Facts and Procedural History [3] Robert Thompson was a farmer and business owner in Grant County, Indiana.

In his younger years, Robert married and had two children, Bradley and

Susan. 1 After his wife passed, Robert found companionship with Stodghill. The two did not marry but lived together for more than thirty years until Robert’s death in 2023. During this time, Robert and Stodghill had two children, Michael and Carri Jo. The blended family produced tension between Robert’s marital children and his children with Stodghill.

[4] In early 2019, Robert was 79 years old. Robert’s health was declining, and he was becoming “more forgetful.” Appellant’s App. Vol. II at 178. Later that year, Robert executed a will (1) naming Michael as his personal representative; and (2) directing that his estate be divided equally between Michael, Carri Jo, Bradley, and Susan. Robert also designated Michael as his attorney-in-fact under a durable power of attorney.

[5] By 2022, Robert was unable to recognize Carri Jo, and in 2023, he was diagnosed with dementia. On December 11 and 13, 2023, Michael, acting as Robert’s attorney-in-fact, transferred seven properties Robert owned, including Robert’s residence and rental properties, to Stodghill. On December 23, Robert died.

[6] The Estate was the beneficiary of Robert’s life insurance policy, from which proceeds of $74,900.10 were disbursed after his death. Although the probate court had not yet formally appointed Michael as personal representative of the Estate, Michael obtained a check for the proceeds and endorsed it as the

1 Robert’s will mentions another daughter, Debbie Bobson, whom Robert disinherited.

Court of Appeals of Indiana | Opinion 25A-ES-1629 | June 12, 2026 Page 3 of 19

Estate’s personal representative. Michael told Carri Jo that he planned to split the proceeds “three ways” between her, himself, and Stodghill. Tr. Vol. II at 41. Michael did not deposit the check into a separate bank account for the Estate but instead deposited it into an account he formerly held jointly with Robert and, following Robert’s death, now held individually. Michael wrote checks to himself, his wife, his attorney, and Stodghill from the account. By August 2024, nearly all the proceeds had been spent.

[7] On March 12, 2024, Michael petitioned the court to admit the will to probate and confirm his appointment as personal representative. That same day, Bradley filed a competing petition seeking his own appointment as personal representative. On April 5, without holding a hearing, the trial court issued an order appointing Michael as personal representative of the Estate.

[8] On April 8, Bradley filed a motion to reconsider Michael’s appointment as personal representative. Bradley alleged, in part, that Michael violated his fiduciary duties while serving as Robert’s attorney-in-fact. 2 The trial court did not rule on this motion but noted in the Chronological Case Summary that it would “consider a request to remove Personal Representative, if filed.” Appellant’s App. Vol. II at 8.

2 After Bradley filed his motion to reconsider Michael’s appointment as personal representative, Michael filed a “Petition to Disinherit” Bradley, Appellant’s App. Vol. II at 8, which petitioned the trial court to declare that Bradley forfeited his bequest by opposing Michael’s appointment as personal representative. The trial court denied that motion, and it is not at issue in this appeal.

Court of Appeals of Indiana | Opinion 25A-ES-1629 | June 12, 2026 Page 4 of 19

[9] On November 11, Bradley filed an emergency petition for removal of Michael as personal representative. Bradley alleged that Michael (1) while acting as Robert’s attorney-in-fact, “altered” the Estate plan and “fraudulently transferred” the seven properties to Stodghill, Appellant’s App. Vol. II at 73; (2) “fraudulently claimed” to be the personal representative of the Estate to obtain the life insurance proceeds, which he then “conver[ted],” id. at 72; (3) operated Robert’s businesses without court approval and “commingled business funds with his own,” id. at 73; (4) sold Estate property and “terminated income producing leases” without court approval and without informing other interested parties, id. at 74; (5) failed to file an inventory of the Estate; and (6) was being held in contempt in a separate case for failing to file an accounting of his transactions while serving as attorney-in-fact.

[10] On January 10, 2025, the trial court held a hearing on the emergency petition (the “January Hearing”), at which Michael, Bradley, and Carri Jo appeared. Relevant for this appeal, Stodghill had not yet been joined as a party, and she did not appear at the hearing. Bradley and Carri Jo presented evidence in support of the allegations contained in Bradley’s petition. In particular, Carri Jo presented a recorded conversation between her, Michael, and Stodghill regarding the property transfers. When Stodghill was asked in the recording why she and Michael had the properties taken out of the Estate, Stodghill said, “Michael wanted me to put it in my name so we could put it in a trust for all of you . . . so you guys wouldn’t lose everything to Bradley and Susie. That’s exactly how he said it.” Bradley Thompson Ex. I at 5:07-5:19.

[11] Following the hearing, the trial court issued an order finding that Michael’s property transfers were “fraudulent” and made “with the intent of removing said real property from the Estate in order to deprive beneficiaries of the Will from receiving their share of the value of said real property.” Appellant’s App. Vol. II at 115. The trial court removed Michael as personal representative and appointed Bradley as such.

[12] On January 15, Bradley filed a motion as personal representative “to return improperly transferred real property” to the Estate. Appellant’s App. Vol. II at 117. Bradley requested return of four of the seven properties Michael transferred (the “Disputed Properties”); Bradley did not seek return of the other three properties because Stodghill had owned them in joint tenancy with Robert and inherited them as his survivor. On January 17, the court issued a summons to Stodghill as the “recorded owner” of the Disputed Properties. Id. at 138. On January 24, Stodghill filed a motion to “intervene in the[] proceedings and answer as to her interest in the real estate,” id. at 143, which the trial court granted.

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

Supervised Estate: Tammi Stodghill v. Bradley Thompson, (Ind. Ct. App. 2026).

Supervised Estate: Tammi Stodghill v. Bradley Thompson (Supervised Estate: Tammi Stodghill v. Bradley Thompson) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Mutual Life Insurance v. Hillmon
145 U.S. 285 (Supreme Court, 1892)
Andrew Conley v. State of Indiana
972 N.E.2d 864 (Indiana Supreme Court, 2012)
Matter of the Estate of Harry L. Rickert
934 N.E.2d 726 (Indiana Supreme Court, 2010)
Camm v. State
908 N.E.2d 215 (Indiana Supreme Court, 2009)
Smith v. State
754 N.E.2d 502 (Indiana Supreme Court, 2001)
Gibson v. Miami Valley Milk Producers, Inc.
299 N.E.2d 631 (Indiana Court of Appeals, 1973)
Charnas v. Estate of Loizos
822 N.E.2d 181 (Indiana Court of Appeals, 2005)
Hicks v. State
690 N.E.2d 215 (Indiana Supreme Court, 1997)
Hite v. Vanderburgh County Office of Family & Children
845 N.E.2d 175 (Indiana Court of Appeals, 2006)
McBride v. Monroe County Office of Family & Children
798 N.E.2d 185 (Indiana Court of Appeals, 2003)
In Re Unsupervised Estate of Harris
876 N.E.2d 1132 (Indiana Court of Appeals, 2007)
Spencer v. State
703 N.E.2d 1053 (Indiana Supreme Court, 1999)
Matter of Estate of Neu
588 N.E.2d 567 (Indiana Court of Appeals, 1992)
Morfin v. Estate of Martinez
831 N.E.2d 791 (Indiana Court of Appeals, 2005)
Plank v. Community Hospitals of Indiana, Inc.
981 N.E.2d 49 (Indiana Supreme Court, 2013)