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281 P.3d 1070
Idaho
2012
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Background

  • Trust created by Althea Bowman; four surviving children as beneficiaries with one-quarter interests each.
  • Trust authorizes discretionary income payments, principal invasions for support, and loans to beneficiaries under emergencies.
  • Trustee advanced $147,559.24 to Ryan Bowman’s trust; attempted loan secured by a deed of trust on trust property.
  • In 2007, Trustee sought to sell trust real property to fund distributions; Teresa filed petitions to remove Trustee and enjoin sales.
  • Trustee resigned as trustee in 2008; Bowmans intervened in 2008; district court granted summary judgment; Trustee moved to dismiss Bowmans’ amended complaint; district court dismissed all claims; Bowmans appealed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether Bowmans have standing to challenge the Trustee’s conduct Bowmans allege personal stake in outcome Trustee’s actions affected only Ryan’s quarter-share trust Bowmans lack standing
Whether Bowmans' claims are ripe Foreclosure/partition could affect their interests No pending partition; no present controversy Claims not ripe
Whether any other claims survive dispositive summary judgment Potential damages from advances/recording Deed of Trust Authorized by will and Idaho law Dismissed to extent barred by standing/ripe issues

Key Cases Cited

  • Beach Lateral Water Users Assoc. v. Harrison, 142 Idaho 600 (2006) (standing may be raised as jurisdictional issue)
  • Miles v. Idaho Power Co., 116 Idaho 635 (1989) (standing requires concrete stake in outcome)
  • Duke Power Co. v. Carolina Env. Study Group, 438 U.S. 59 (1978) (standing as a jurisdictional question)
  • Noh v. Cenarrusa, 137 Idaho 798 (2002) (ripeness requires a concrete case or controversy)
  • Boundary Backpackers v. Boundary Cnty., 128 Idaho 371 (1996) (ripeness and need for adjudication)
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Case Details

Case Name: Eric Bowman v. Washington Trust Bank
Court Name: Idaho Supreme Court
Date Published: Jul 2, 2012
Citations: 281 P.3d 1070; 153 Idaho 292; 38426
Docket Number: 38426
Court Abbreviation: Idaho
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