The Estate of Ethel D. Camacho and In re: Ethel Camacho Living Trust Dated March 3, 2018

CourtListener 10304584Hawapp26 déc. 2024

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NOT FOR PUBLICATION IN WEST'S HAWAII REPORTS OR THE PACIFIC REPORTER

Electronically Filed
Intermediate Court of Appeals
CAAP-XX-XXXXXXX
26-DEC-2024
07:49 AM
Dkt. 61 SO

NO. CAAP-XX-XXXXXXX

IN THE INTERMEDIATE COURT OF APPEALS

OF THE STATE OF HAWAI#I

THE ESTATE OF ETHEL D. CAMACHO, also known as
ETHEL DOROTHY CAMACHO, Deceased-Appellee
(PROBATE NO. 1LP081000192)

and

IN THE MATTER OF THE ETHEL CAMACHO
LIVING TRUST DATED MARCH 3, 2018,

NEPHI DANIEL IOANE CAMACHO, Petitioner-Appellee, v.
BEVERLY J. CALKOVSKY, Respondent-Appellant
(TRUST NO. 1TR081000094)

APPEAL FROM THE CIRCUIT COURT OF THE FIRST CIRCUIT

SUMMARY DISPOSITION ORDER
(By: Leonard, Acting C.J., and Wadsworth and McCullen, JJ.)

This appeal arises out of post-judgment proceedings
following a will contest between Petitioner-Appellee Nephi Daniel
Ioane Camacho (Nephi) and Respondent-Appellant Beverly J.
Calkovsky (Beverly), the respective grandson and daughter of
decedent Ethel Camacho (Ethel). Beverly appeals from the June
22, 2021 "Order Granting in Part and Denying in Part . . .
Nephi['s] Motion For Approval of Costs for His 'Good Faith'
Defense of the Last Will and Testament of Ethel Camacho Dated
November 2, 1998, Filed on October 29, 2018" (Cost Order),
entered by the Circuit Court of the First Circuit (Circuit
Court).1/ Pursuant to Hawaii Revised Statutes (HRS) § 560:3-720,

1/
The Honorable Dean E. Ochiai presided.
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quoted infra, the Circuit Court granted in part Nephi's request
that Ethel's estate pay costs Nephi incurred, in the amount of
$33,092.98, in pursuing his unsuccessful will contest.
We summarized the background of this matter in In re
Estate of Camacho, 140 Hawai#i 404, 400 P.3d 605 (App. 2017).
Relevant to this appeal, we held that under HRS § 560:3-720,
Nephi was entitled to an award of his necessary costs incurred in
pursuing the will contest, but the record was insufficient for us
to determine whether all of the costs requested by Nephi, in the
amount of $42,754.09, were necessary. Id. at 406, 400 P.3d at
607. We thus vacated the Circuit Court's cost award and remanded
the case for further proceedings on this issue. Id. at 406, 414,
400 P.3d at 607, 615. On remand, Nephi filed a motion for
approval of costs in the same amount. Following briefing and a
hearing, the Circuit Court entered the Cost Order.
On appeal, Beverly contends that the Circuit Court
erred in finding: (1) there was no "bad faith" on the part of
Nephi; and (2) the costs awarded to Nephi were "warranted
pursuant to the individual requests and basis set out in Exhibits
'A' and 'B'" to the Cost Order.
After reviewing the record on appeal and the relevant
legal authorities, and giving due consideration to the issues
raised and the arguments advanced by the parties, we resolve
Beverly's contentions as follows, and affirm.
(1) The Cost Order stated in part: "The Court further
finds that there was no 'bad faith' on the part of [Nephi]."
Beverly contends that the Circuit Court erred in making this
finding.
HRS § 560:3-720 (2018) states:

Expenses in estate litigation. If any personal
representative or person nominated as personal
representative defends or prosecutes any proceeding in good
faith, whether successful or not that person is entitled to
receive from the estate that person's necessary expenses and
disbursements including reasonable attorneys' fees incurred.

For purposes of applying HRS § 560:3-720, the issue is
whether Nephi acted in good faith in pursuing the will contest.
We decided this very issue in In re Estate of Camacho, where
Beverly contended that Nephi did not act in good faith. 140

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Hawai#i at 412, 400 P.3d at 613. We noted that "[g]enerally, the
existence of good faith is a fact question for the trial court to
determine." Id. at 413, 400 P.3d at 614 (ellipsis omitted)
(quoting In re Estate of Herbert, 91 Hawai#i 107, 109, 979 P.2d
1133, 1135 (1999)). Based on the record, we expressly ruled:
"We find no basis to overturn the Circuit Court's determination
that Nephi acted in good faith in pursuing the will contest."
Id. We will not revisit this ruling in this appeal. Hussey v.
Say, 139 Hawai#i 181, 186, 384 P.3d 1282, 1287 (2016) (the law of
the case doctrine generally "operates to foreclose re-examination
of decided issues either on remand or on a subsequent appeal").2/
(2) The Cost Order also provided:

1. The Court grants the Total Amount of Costs to
Taylor, Leong & Chee of $344.36, pursuant to the list of
costs contained in Exhibit "A," attached hereto;

2. The Court grants in part, the Total Amount of
Costs to MacDonald, Rudy, O'Neill & Yamauchi of $ 32,748.62,
pursuant to the list of costs contained in Exhibits "A" and
"B," attached hereto. The Court denies in part the requests
of MacDonald, Rudy, O'Neill & Yamauchi pursuant to the list
of costs contained in Exhibits "A" and "B," attached hereto
and the basis for the denial and/or reductions listed
therein.
. . . The Court finds as a matter of law, such costs
are warranted pursuant to the individual requests and basis
set out in Exhibits "A" and "B" attached hereto.

Beverly contends that the Circuit Court erred in
finding that the costs awarded to Nephi were "warranted pursuant
to the individual requests and basis set out in Exhibits 'A' and
'B[.]'" Beverly argues that "[Nephi's] counsel failed to
identify which of the costs were expended in the challenge to the
decedent's Will and the costs in litigating [Ethel's 2008]
Trust." She appears to assert that the latter costs were not
recoverable.

2/
Beverly also argues, without stating a related point of error,
that Nephi was not a "valid" personal representative for purposes of HRS §
560:3-720. We may disregard this argument under Hawai #i Rules of Appellate
Procedure (HRAP) Rule 28(b)(4). In any event, we necessarily determined, in
concluding that Nephi was entitled to an award of his necessary costs under
section 560:3-720, that Ethel's 1998 will nominated Nephi as the personal
representative of her estate, after Ethel's son predeceased her. In re Estate
of Camacho, 140 Hawai#i at 405-06, 400 P.3d at 606-07; see Hussey, 139 Hawai #i
at 186-87, 384 P.3d at 1287-88 (an appellate court may decide an issue "either
expressly or by necessary implication"). We will not revisit this decision
either.

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Nephi argued below that the probate and trust
proceedings at issue were inextricably intertwined and
consolidated for trial. As a result, the related expenses were
not segregated. Nephi makes a similar argument on appeal.
Our review of the record reveals that the probate and
trust proceedings were in fact intertwined. We set out the
procedural background of the probate proceeding in the prior
appeal, noting that the trust proceeding sought the same basic
relief – that the case be transferred to formal probate; that a
jury trial be held to resolve contested matters; that Ethel's
1998 will be admitted to probate; and that Ethel's 2004 will, the
power of attorney granted to Beverly, Ethel's 2008 trust, and the
transfer of property into the trust be declared null and void.
See In re Estate of Camacho, 140 Hawai#i at 407 n.2, 400 P.3d at
608 n.2. In turn, Nephi's requested costs appear to be related
primarily to preparation for the consolidated trial, including
costs for discovery, depositions and related travel. The Circuit
Court went line by line through Nephi's reported cost items to
determine which costs Nephi could recover from Ethel's estate.
The Circuit Court disallowed several items, including courier and
messenger charges, Westlaw charges, rental car and taxi fares,
and other travel expenses. These were the same costs that
Beverly challenged as "unnecessary, insufficiently documented, or
unrecoverable" in her earlier appeal. In re Estate of Camacho,
140 Hawai#i at 413-14, 400 P.3d at 614-15.
We conclude that the Circuit Court explained its
rulings on Beverly's cost objections in sufficient detail to
permit effective appellate review.3/ We further conclude that the
Circuit Court did not abuse its discretion in determining that
the costs awarded to Nephi were "warranted" as set out in the
Cost Order and attached exhibits.

3/
Beverly also argues, without stating a related point of error, that
Nephi failed to show that the estate benefitted from Nephi's actions. [OB at
20-21] We may disregard this argument under HRAP Rule 28(b)(4). In any
event, in the prior appeal, we "reject[ed] Beverly's contentions that Nephi
was not entitled to recovery of costs under HRS 560:3-720 . . . because . . .
his actions did not benefit Ethel's estate[.]" In re Estate of Camacho, 140
Hawai#i at 413, 400 P.3d at 614. We will not revisit this decision. See
Hussey, 139 Hawai#i at 186, 384 P.3d at 1287.

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For the reasons discussed above, we affirm the "Order
Granting in Part and Denying in Part, Petitioner Nephi Daniel
Ioane Camacho's Motion For Approval of Costs for His 'Good Faith'
Defense of the Last Will and Testament of Ethel Camacho Dated
November 2, 1998, Filed on October 29, 2018," entered on June 22,
2021, by the Circuit Court of the First Circuit.

DATED: Honolulu, Hawai#i, December 26, 2024.

On the briefs:
/s/ Katherine G. Leonard
Ted H.S. Hong Acting Chief Judge
for Respondent-Appellant.

Carroll S. Taylor /s/ Clyde J. Wadsworth
(Taylor, Leong & Chee) Associate Judge
and]
Michael D. Rudy and
Paul A.C. Higa /s/ Sonja M.P. McCullen
(MacDonald Rudy O'Neill & Associate Judge
Yamauchi, LLLP, LLP)
for Petitioner-Appellee.

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