Wagoner v. Wagoner

2024 Ark. App. 427
CourtCourt of Appeals of Arkansas
DecidedSeptember 18, 2024
StatusPublished

This text of 2024 Ark. App. 427 (Wagoner v. Wagoner) is published on Counsel Stack Legal Research, covering Court of Appeals of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wagoner v. Wagoner, 2024 Ark. App. 427 (Ark. Ct. App. 2024).

Opinion

Cite as 2024 Ark. App. 427 ARKANSAS COURT OF APPEALS DIVISION III No. CV-22-429

TONY DALE WAGONER Opinion Delivered September 18, 2024

APPELLANT APPEAL FROM THE BENTON COUNTY CIRCUIT COURT V. [NO. 04CV-21-2479]

PATRICIA ANN WAGONER; GINGER HONORABLE THOMAS E. SMITH, LEA TREECE; CLARENCE GUINN, JUDGE CPA; TERRY ANN DEANS; BILL WATKINS; RALPH WILLIAMS; AND CRAIG CAMPBELL AFFIRMED APPELLEES

N. MARK KLAPPENBACH, Judge

Appellant Tony Dale Wagoner filed a pro se complaint for injunction and declaratory

relief against his mother, Patricia Ann Wagoner; his siblings and co-trustees, Ginger Lea

Treece and Terry Ann Deans; co-trustee Clarence Guinn, CPA; and attorneys Bill Watkins,

Ralph Williams, and Craig Campbell based on alleged breaches of the Wagoner Family Trust

(Trust).1 Appellant claimed that upon his father’s death, he became a co-trustee of the

Wagoner Family Trust, and his consent was required for any transfers or sales of Trust

property. Appellant alleged that the appellees had breached the Trust by “appearing to have

1 Williams passed away during the pendency of the proceedings below, and the case was then defended by his estate. Williams and his estate are collectively referred to as Williams. fraudulently received, concealed, embezzled, or conveyed away, certain money, goods, effects,

or other estate, real or personal.” Each of the appellees filed separate motions to dismiss.

At the motions hearing, the circuit court heard arguments from appellant and counsel for

each of the appellees. The circuit court granted each appellee’s motion to dismiss, and it is

from this order appellant institutes the present appeal. We affirm.

I. Factual Background

In his complaint, appellant contended that in 2021, he became aware of a rezoning

request filed by Treece concerning property that he believed to be Trust property, and he

claimed that this led him to discover other prior transfers of Trust property. Appellant

asserted that Patricia had misrepresented herself as the sole trustee and made multiple

transfers of Trust property in breach of the Trust, which required that all such transfers be

unanimously agreed on by all the co-trustees. Appellant claimed that all such transfers in

violation of the Trust were void. Appellant further alleged that Patricia had breached the

Trust and committed fraud upon the court in 2007 by filing a petition to amend the Trust,

which had become irrevocable upon his father’s death. Appellant also claimed that Patricia

had committed perjury in Kansas by identifying herself as the “remaining trustee” in relation

to her petition to admit his father’s will to probate.

Appellant alleged that Williams had caused potential injury to the Trust and its

beneficiaries by writing a 2011 legal opinion that Patricia had no authority to execute deeds

as sole trustee of the Trust but advising appellant against filing an action against her.

Appellant also alleged that in 2005, Williams had prepared and notarized two deeds

2 transferring property out of the Trust without payment despite later opining that there was

no provision in the Trust for “gifts.” Appellant alleged that Watkins prepared numerous

deeds for Patricia, and as an attorney for the Trust, he knew or should have known that any

transfers required the unanimous agreement of all co-trustees. Appellant also alleged that

Watkins had represented Treece in a no-contact proceeding against him, and such dual

representation was a significant conflict of interest. Finally, appellant alleged that Patricia

had granted a durable power of attorney to Treece in 2005, and this raised questions

regarding Patricia’s competency to act in the position of co-trustee. Appellant’s complaint

did not assert any factual allegations against Guinn, Deans, or Campbell.

Each of the appellees moved to dismiss pursuant to Arkansas Rules of Civil Procedure

8(a) and 12(b)(6). Campbell and Williams also asserted that any cause of action against them

would be barred by the statute of limitations. The circuit court’s order dismissed appellant’s

claims against Patricia without prejudice pursuant to Rule 8(a). The circuit court dismissed

the claims against the remaining appellees with prejudice pursuant to Rule 12(b)(6). The

court also concluded that appellant’s claims against five of the defendants were barred by the

statute of limitations.2

2 Although appellant attached extraneous documents to his complaint, we are unable to ascertain to what extent, if any, the court considered them in reaching its decision to dismiss the complaint under Rule 12(b)(6). Accordingly, we will conduct our analysis under Rule 12(b)(6) and consider only the complaint and those documents required under Rule 10(d), such as the Trust, that are properly attached thereto. See Reed v. Smith, 2018 Ark. App. 313, 551 S.W.3d 407.

3 II. Standard of Review

In order to properly dismiss the complaint under Rule 12(b)(6), the circuit court must

find that the complaining party either (1) failed to state general facts upon which relief could

have been granted or (2) failed to include specific facts pertaining to one or more of the

elements of one of his or her claims after accepting all facts contained in the complaint as

true and in the light most favorable to the nonmoving party. Klever v. Klever, 2017 Ark. App.

330, 525 S.W.3d 29. A pleading must contain, inter alia, a statement of facts, in ordinary

and concise language, showing that the pleader is entitled to relief. Ark. R. Civ. P. 8(a). A

pleading is deficient if it fails to set forth facts pertaining to an essential element of the cause

of action. Thomas v. Pierce, 87 Ark. App. 26, 184 S.W.3d 489 (2004). Arkansas is a state

that requires fact pleading, and a pleading that sets forth mere conclusions is not sufficient

under the Arkansas Rules of Civil Procedure. Id.

In reviewing a circuit court’s order of dismissal, we treat the facts alleged in the

complaint as true and view them in the light most favorable to the plaintiff. Reed v. Smith,

2018 Ark. App. 313, 551 S.W.3d 407. In testing the sufficiency of a complaint on a motion

to dismiss, all reasonable inferences must be resolved in favor of the complaint, and all

pleadings are to be liberally construed. Id. When reviewing a dismissal for failure to state a

claim under Rule 12(b)(6), our standard of review is whether the circuit court abused its

discretion in dismissing the complaint. Id. To have abused its discretion, the circuit court

must have not only made an error in its decision but also must have acted improvidently,

thoughtlessly, or without due consideration. Id.

4 III. Discussion

Appellant devotes most of his brief to arguing that his claims are not barred by the

statute of limitations because fraudulent concealment prevented him from discovering the

causes of action until 2021. He claims that fraudulent concealment was sufficiently

established by the allegations in his complaint. Appellant, however, has failed to develop an

argument that the circuit court abused its discretion in otherwise finding that he had failed

to plead sufficient facts that would entitle him to relief. Accordingly, we affirm the circuit

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Related

Hendrix v. Black
283 S.W.3d 590 (Supreme Court of Arkansas, 2008)
Orintas v. Point Lookout Property Owners Ass'n Board of Directors
2015 Ark. App. 648 (Court of Appeals of Arkansas, 2015)
Klever v. Klever
2017 Ark. App. 330 (Court of Appeals of Arkansas, 2017)
Koch v. Adams
2010 Ark. 131 (Supreme Court of Arkansas, 2010)
Reed v. Smith
551 S.W.3d 407 (Court of Appeals of Arkansas, 2018)
Thomas v. Pierce
184 S.W.3d 489 (Court of Appeals of Arkansas, 2004)
Matthew Webster v. Andrea Webster
2024 Ark. App. 319 (Court of Appeals of Arkansas, 2024)

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2024 Ark. App. 427, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wagoner-v-wagoner-arkctapp-2024.