In the Matter of The United Effort Plan Trust
2013 UT 5
Utah2013Background
- UEP Trust reformed in 2006 as secular charitable trust under district court supervision.
- Special fiduciary appointed to manage Trust amid ongoing administration and litigation.
- Trust sale of Berry Knoll Farm sought; FLDS members and bishops sought intervention under Rule 24(a).
- District court denied intervention for lack of legally cognizable interest; public hearing allowed input from non-parties.
- Appeals concluded the district court properly denied intervention under Rule 24(a)(1) and (2) due to lack of right and insufficient interest.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Rule 24(a)(1) mandatorily allows intervention based on §75-7-405(3). | Appellants contend §75-7-405(3) creates an unconditional right to intervene. | District court held §75-7-405(3) does not confer an unconditional intervenor right. | No unconditional right to intervene under Rule 24(a)(1); statute not binding as automatic right. |
| Whether Appellants have a sufficient interest under Rule 24(a)(2) to intervene. | Appellants claim a special ecclesiastical interest in Berry Knoll and Trust administration. | Interest is not legally cognizable; no direct stake in disputed Trust property. | Appellants’ interests not sufficient; no right to intervene under Rule 24(a)(2). |
Key Cases Cited
- Taylor-West Weber Water Improvement Dist. v. Olds, 224 P.3d 709 (Utah Supreme Court, 2009) (established framework for Rule 24(a) review (mixed questions))
- In re Adoption of Baby B., 2012 UT 35 (Utah Supreme Court, 2012) (analyze standard of review for Rule 24(a) mixed questions)
- Parduhn v. Bennett, 112 P.3d 495 (Utah Supreme Court, 2005) (deference framework for Rule 24(a)(2) determinations)
- Fundamentalist Church of Jesus Christ of Latter-Day Saints v. Lindberg, 238 P.3d 1054 (Utah Supreme Court, 2010) (reformation of Trust and loss of standing challenges)
- Interstate Land Corp. v. Patterson, 797 P.2d 1101 (Utah Court of Appeals, 1990) (standing/intervention considerations for trust disputes)
