Hopper v. Estate of Goard
2017 Alas. LEXIS 4
| Alaska | 2017Background
- Terry Stahlman (ward) and James Goard were long-time business partners; litigation arose after alleged misappropriation by Goard. Goard died and his estate continued the suit.
- A settlement agreement, purportedly signed by Stahlman and notarized May 30, 2014, led to final judgment entered August 22, 2014.
- On May 27, 2014, Elizabeth Rollins filed for conservatorship for Stahlman; temporary co-conservators Rollins and Carol Hopper were appointed in August 2014 and conservatorship became permanent in May 2015.
- The co-conservators only learned of the settlement/judgment in May 2015 and moved to intervene and to reopen/reconsider the settlement on grounds Stahlman lacked capacity, the signature was fraudulent, and they had not been notified. The estate did not oppose.
- The superior court denied the motions without explanation; the co-conservators appealed only the denial of intervention. The Supreme Court reviewed whether intervention as of right under Alaska R. Civ. P. 24(a) was required.
Issues
| Issue | Plaintiff's Argument (Hopper/Rollins) | Defendant's Argument (Estate of Goard) | Held |
|---|---|---|---|
| Whether co-conservators were entitled to intervene as of right under Alaska R. Civ. P. 24(a) | Conservators have a direct, substantial, protectable interest to sue/defend for an incompetent ward; Stahlman lacked capacity and they were not notified of the settlement so their interests were impaired and not adequately represented | (No appearance/argument below or on appeal contesting timeliness or representation) | Court held they satisfied the four Weidner factors (timely, interest, impairment, inadequate representation) and thus intervention as of right was required |
| Whether denial of the motion to intervene was harmless error | Denial prevented them from seeking relief from judgment (Rule 60(b)) based on alleged fraud, incapacity, or void judgment | Estate did not oppose; no showing denial was harmless | Court held denial was not harmless because, if permitted to intervene, co-conservators could have sought Rule 60(b) relief and alleged facts might warrant reopening and an evidentiary hearing |
Key Cases Cited
- State v. Weidner, 684 P.2d 103 (Alaska 1984) (articulates four-part test for intervention as of right)
- Alaskans for a Common Language, Inc. v. Kritz, 3 P.3d 906 (Alaska 2000) (rules favor liberal construction of intervention rule)
- Harvey v. Cook, 172 P.3d 794 (Alaska 2007) (standard of review where timeliness and facts are undisputed)
- Scammon Bay Ass’n v. Ulak, 126 P.3d 138 (Alaska 2005) (failed intervenor may appeal only denial of intervention)
