429 P.3d 1231
Idaho2018Background
- Gordon Lanham executed a handwritten/written will (dictated over recordings) that disinherited his son Thomas, leaving him $1 and a wooden bed; the will mentioned but did not specifically devise two real properties (Ranch and Big Creek) and contained no residuary clause.
- Gordon repeatedly named Judd Lanham as executor and wrote he was giving Judd a “Power of Attorney” to control and distribute Gordon’s personal and real property “now and even after I am dead” and to distribute property “in any way that he sees fit.”
- Magistrate granted summary judgment against Thomas on his challenge to disposition of the residue; Fleenor (Thomas’s attorney) filed an appeal 49 days after the magistrate’s written judgment (42-day deadline), and the district court dismissed the untimely appeal; the Court of Appeals affirmed.
- Thomas sued Fleenor for legal malpractice, alleging the untimely appeal (Fleenor’s error) proximately caused loss because a timely appeal would have succeeded and Thomas would have received intestate shares of undevised property.
- District court, on summary judgment, held the will unambiguously granted Judd a general power of appointment over all personal and real property not specifically devised, so a timely appeal would have failed; it granted summary judgment for Fleenor. Thomas appealed to the Idaho Supreme Court.
Issues
| Issue | Lanham (Plaintiff) Argument | Fleenor (Defendant) Argument | Held |
|---|---|---|---|
| Whether the success of a hypothetical (unperfected) appeal is a question for the court or jury | Jury should decide whether a timely appeal would have succeeded (proximate cause is factual) | Court should decide as a matter of law whether the underlying appeal would have succeeded | Court: question is one of law for the judge to decide (majority rule; appellate-type legal question) |
| Whether Gordon’s will unambiguously granted a general power of appointment to the executor that precluded intestate succession | The will failed to devise the residue and used the term “Power of Attorney,” so no post-death power existed; residuary property should pass intestate to Thomas | The will’s language ("Power of Attorney... even after I am dead" and "distribute... as he sees fit") manifests intent to grant Judd a general power of appointment over undevised property | Held: the will unambiguously granted Judd a general power of appointment over all personal and real property not specifically devised, blocking intestate succession; therefore a timely appeal would have failed |
| Whether Fleenor is entitled to attorney’s fees on appeal under I.C. § 12-121 | Thomas argues appeal raises unsettled law and was not frivolous | Fleenor argues appeal is without foundation and contrary to established law | Held: fees denied; appeal raised a question of first impression so not frivolous, but costs awarded to Fleenor |
Key Cases Cited
- Lanham v. Lanham, 160 Idaho 89 (Ct. App. 2016) (affirming dismissal of untimely magistrate appeal)
- In re Estate of Krokowsky, 182 Ariz. 277 (Ariz. 1995) (articulating three-part test for intent to create a power of appointment)
- In re Lidston’s Estate, 32 Wash.2d 408 (Wash. 1949) (holding no special form of words required to create a power of appointment when intent appears)
- In re Estate of Lewis, 738 P.2d 617 (Utah 1987) (discussing limits on implying powers of appointment and relevant intent analysis)
- Elec. Wholesale Supply Co. v. Nielson, 136 Idaho 814 (Idaho 2001) (standards for awarding fees under I.C. § 12-121 on appeal)
