In Re Conservatorship of John Bruce Wilson, Jr.
M2021-00145-COA-R3-CV
| Tenn. Ct. App. | Mar 15, 2022Background
- A conservatorship was established for John Bruce Wilson, Jr. (the ward) in 2014; his brother Bennett G. S. Wilson (Scott) was appointed conservator.
- The decedent (their father) executed a Will and a Separate Property Trust leaving John Jr. the largest share; the instruments had execution defects and were prepared on California forms.
- The daughters sued in federal court, and the district court held Florida law applied and invalidated the Trust’s testamentary provisions, directing assets to pass by intestacy (equal shares).
- John Jr.’s attorneys ad litem (appointed because Scott had a conflict) appealed to the Sixth Circuit; the appellate court ordered mediation and the attorneys ad litem negotiated a settlement.
- The chancery court, invoking Tenn. Code Ann. § 34-1-121, authorized the attorneys ad litem to settle on John Jr.’s behalf and approved the mediated Settlement Agreement; Scott objected and appealed.
- The Court of Appeals affirmed, holding the chancellor did not abuse discretion in approving the compromise and rejecting Scott’s other procedural challenges.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the chancery court abused its discretion by approving the Settlement Agreement for the ward under § 34-1-121 | Scott: settlement is not in John Jr.’s best interest; it reduces John Jr.’s share and conflicts with father’s intent | Daughters & attorneys ad litem: settlement removes litigation risk, gives certainty, gives John Jr. favorable cash/distribution terms, places proceeds in an irrevocable trust with independent trustee | Affirmed — no abuse of discretion; record supported best-interest finding and chancellor acted within § 34-1-121 authority |
| Whether the trial court was required to make written findings of fact and conclusions of law under Tenn. R. Civ. P. 52.01 | Scott: Rule 52.01 required written findings/conclusions because the settlement disposes of estate interests | Daughters: 52.01 does not apply to decisions on motions; no separate findings were required | Held — no error; Rule 52.01 exempts motion decisions (except as to Rules 41.02 and 65.04(6)), so findings were not required |
| Whether appellees should receive damages for a frivolous appeal under Tenn. Code Ann. § 27-1-122 | Daughters: Scott’s appeal was frivolous and taken for delay; request for damages and costs | Scott: (implicitly) appeal was meritorious | Held — discretionary denial; court declined to award damages for frivolous appeal |
Key Cases Cited
- Lee Medical, Inc. v. Beecher, 312 S.W.3d 515 (Tenn. 2010) (defines abuse of discretion standard)
- Eldridge v. Eldridge, 42 S.W.3d 82 (Tenn. 2001) (appellate review limits and abuse-of-discretion discussion)
- Myint v. Allstate Ins. Co., 970 S.W.2d 920 (Tenn. 1998) (appellate standard — deference to trial court)
- Chiozza v. Chiozza, 315 S.W.3d 482 (Tenn. Ct. App. 2009) (discretion to award damages for frivolous appeal discussed)
- Industrial Development Bd. of City of Tullahoma v. Hancock, 901 S.W.2d 382 (Tenn. Ct. App. 1995) (defines frivolous appeal standard)
- In re Conservatorship of Groves, 109 S.W.3d 317 (Tenn. Ct. App. 2003) (court authority to act in ward’s best interests in conservatorship)
