Justia Wyoming Supreme Court Opinion Summaries

Alfred and Pegge Cooksley placed their ranch and other property in a revocable charitable trust (Trust) that named Shriners Hospitals for Children and the Kalif Children’s Travel Fund as beneficiaries and First Northern Bank of Wyoming as the successor trustee. The year 2100 was specified as the Trust’s termination date. After Pegge and Jack died, Shriners filed a petition seeking termination of the Trust and an immediate distribution of the Trust assets. Shriners separately filed a complaint against First Northern Bank alleging that it had breached its fiduciary duty to the Trust beneficiaries. The district court ruled against Shriners and directed Shriners to pay First Northern Bank its attorney fees and costs. The Supreme Court affirmed, holding (1) the district court did not err in ruling that the Trust does not violate the rule against perpetuities; and (2) the district court did not err in denying Shriners’ claims against First Northern Bank and awarding attorney fees and costs. View "Shriners Hosps. for Children v. First N. Bank of Wyoming" on Justia Law

Imogene and Clyde Snell were the parents of William Snell and Clyde Allen Snell (Allen). William and Allen were remainder beneficiaries of a revocable trust executed by Imogene. The trust contained a choice of law provision directing that it be construed and governed by the laws of Arkansas. After Imogene’s death, William filed an action for a trust accounting from Clyde, the sole trustee and current beneficiary of the trust. The district court granted summary judgment in favor of William and ordered Clyde to produce certain trust documents. Clyde appealed. The Supreme Court exercised its discretion to convert Clyde’s notice of appeal to a petition for writ of review and granted the writ to resolve the legal issue of whether William was entitled to an accounting, holding (1) the district court’s summary judgment order was not a final appealable order; and (2) the district court correctly determined that, under Arkansas law, William was entitled to an accounting. Remanded to the district court for immediate release of the records. View "Snell v. Snell" on Justia Law

P. Richard Meyer executed a last will and testament in 2008, bequeathing all of his property to his fourth wife, Miracles Meyer, and naming her as his personal representative. The will complied with the form for self-proving wills set forth in Wyo. Stat. Ann. 2-6-114. Mr. Meyer died in 2013. When Mrs. Meyer filed a petition to probate the will, Kelly Fanning, Mr. Meyer’s child from a previous marriage, filed a petition to revoke the order admitting the will to probate on the grounds that the witnesses could not recall having seen Mr. Meyer or each other sign the will. The district court granted summary judgment in favor of Fanning, concluding that the will was not a self-proving will and that the will could not be proven. The Supreme Court reversed, holding that the district court erred when it concluded that, in all cases where a will is not self-proving, the proponent must establish that the witnesses signed the will in the presence of each other and in the presence of the testator. Remanded. View "Meyer v. Fanning" on Justia Law

After Elda Coborn died intestate, Appellants, Coborn’s daughters, filed an application for a summary decree of distribution in Laramie County, Wyoming. The district court granted the application in part, distributing the personal property and real property located in Laramie County, but denied the application with regard to the mineral interests in Campbell and Johnson Counties based on its determination that it lacked the authority to order summary distribution of the decedent’s real property interests located in counties other than Laramie County. The Supreme Court reversed, holding that Wyo. Stat. Ann. 2-1-205 did not require Appellants to file a petition for summary distribution in every county in which the decedent’s property was located. View "In re Estate of Coborn" on Justia Law

Malcolm and French Wallop created an estate plan with the intention of owning and operating the Canyon Ranch and establishing a means of transferring its ownership and operation to their respective children. The estate plan led to the formation of the Wallop Family Limited Partnership (WFLP), which owned and operated the Canyon Ranch. Malcolm and French also formed Wallop Canyon Ranch, LLC (WCR) to serve as the general partner of the WFLP. Scott Goodwyn, individually, as a limited member in the WFLP and derivatively on behalf of the WFLP, sued Malcolm Wallop, WCR, the WFLP, and other Wallop family members, alleging breaches in the ownership, operation, and management of the WFLP. The district court (1) found generally in favor of Goodwyn on his claims relating to gifts made to him and other limited partners; (2) found generally against Goodwyn on his claims of breach of fiduciary duties by certain defendants; and (3) determined that the gifting issues upon which Goodwyn prevailed were derivative claims and that Goodwyn was entitled to reasonable attorney’s fees relating to the derivative claims. The Supreme Court affirmed, holding that the district court did not err in (1) awarding attorney’s fees; and (2) denying Goodwyn’s claims of breach of fiduciary duties by certain defendants. View "Goodwyn v. Wallop" on Justia Law

Accelerated Receivable Solutions (ARS) filed a creditor’s claim against the Estate of Margaret A. Hauf (Estate). The Estate rejected ARS’s claim, filed the notice of rejection in district court, and mailed the rejection notice to ARS via certified mail. The mailed notice was returned to the Estate unclaimed. Approximately four months later, counsel for ARS learned that the postal service had erroneously stamped the the certified mailing unclaimed and returned it to the sender. ARS filed a complaint in district court objecting to the disallowance of its claim and seeking judgment on the claim. The district court dismissed the complaint as time barred. The Supreme Court affirmed, holding that the district court did not err in dismissing ARS’s complaint against the Estate where the Estate strictly complied with the statutory notice requirements in rejecting ARS’s claim and where ARS failed timely to file its complaint after receiving constitutionally adequate notice of the Estate’s rejection of ARS’s claim. View "Accelerated Receivable Solutions v. Hauf" on Justia Law

This dispute concerned injuries sustained by Steven Johnson when he fell off a haystack while helping his father feed cattle on property owned by the Dale C. and Helen W. Johnson Family Revocable Trust. Steven and his wife (together, Appellants) sued the Trust, a co-trustee, and a successor co-trustee (collectively, Appellees), claiming that Appellees were negligent in a number of respects. The district court granted summary judgment for Appellees, concluding that the Trust owed Steven no duty of care. The Supreme Court affirmed, holding that even if the Trust owed Steven the duty to exercise reasonable care, the negligence claim could not survive because no reasonable fact finder could conclude that the Trust acted unreasonably or breached a duty to Steven. View "Johnson v. Dale C. & Helen W. Johnson Family Revocable Trust" on Justia Law

At issue in this case was the Redland family’s dispute over ranch property that some Redland children (“Children”) claimed that their father (“Father”) agreed to place in a family trust. In the first appeal, the Supreme Court concluded that the district court erred in entering summary judgment, as questions of fact existed on the issues of whether Children’s claims against Father were barred by the statute of frauds and the statute of limitations. On remand, the district court determined that Children’s claims were not barred and ordered that the disputed property, with the exception of property on which Father resided (“residential property”), be immediately transferred to the family trust. With regard to the residential property, the court ordered that the property be transferred to the trust upon Father’s death. The Supreme Court affirmed as modified, holding that the district court (1) did not err in holding that an enforceable agreement existed that required placing the disputed property in the trust; (2) did not err in determining that the statute of limitations did not bar Children’s claims; and (3) erred in its disposition of the residential property. Remanded with directions that the residential property be immediately transferred to the family trust subject to Father’s life estate in the property. View "Redland v. Redland" on Justia Law

In 1920, the Beckton Ranch Trust (BRT) was formed by members of the Forbes family to hold parcels of land in Sheridan County, Wyoming and their appurtenant water and ditch rights for the benefit of their descendants. In 2007, Waldo Forbes (Spike) resigned as trustee after a dispute with his siblings. Later that year, the remaining trustees - Spike’s brother, Cam, and his sisters, Julia, Sarah, and Edith - began a series of land and water transactions. Spike subsequently sought the removal of the trustees. The district court (1) concluded that Cam and Julia had breached their duty of loyalty and should be removed as BRT trustees; and (2) made no finding as to Sarah and Edith, and therefore, they continued as BRT trustees.The Supreme Court reversed in part and affirmed in part, holding (1) Cam and Julia breached their duty of loyalty, but because the evidence did not demonstrate that they acted dishonestly or with want of capacity, or that any serious harm had been done, the breaches did not warrant their removal as trustees; and (2) the district court correctly decided not to remove Sarah and Edith. View "Forbes v. Forbes" on Justia Law

From Lilyanna Knudson’s birth until Ronald Scherer’s (Decedent) death, Knudson believed and considered the Decedent to be her father. After learning that he was not, Knudson filed a petition seeking a determination that she was the Decedent’s heir. Specifically, Knudson argued that, pursuant to the judicially-created doctrine of equitable adoption, she was the daughter and heir of the Decedent. The district court dismissed Knudson’s petition, concluding that Wyoming law does not recognize equitable adoption and that equitable adoption would be contrary to Wyoming’s probate code. The Supreme Court affirmed, holding that, based on the Court’s interpretation of Wyoming’s probate code, Wyoming does not recognize the doctrine of equitable adoption, and therefore, Knudson was not an heir. View "In re Estate of Scherer" on Justia Law