Rosanne S. Feltus v. Douglas B. Wright
CourtCourt of Appeals of Tennessee
Date FiledOctober 13, 2026
DocketW2025-00029-COA-R3-CV
JudgeJudge Carma Dennis McGee
StatusPublished
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Full Opinion
10/13/2026
IN THE COURT OF APPEALS OF TENNESSEE
AT JACKSON
February 10, 2026 Session
ROSANNE S. FELTUS v. DOUGLAS B. WRIGHT
Appeal from the Chancery Court for Shelby County
No. CH-20-1401 James R. Newsom, Chancellor
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No. W2025-00029-COA-R3-CV
___________________________________
During a divorce proceeding, a husband and wife signed a marital dissolution agreement
that provided two trusts they had previously formed would be terminated, and the assets
distributed to the wife. However, neither the trustee nor the two trust beneficiaries were
made parties to the divorce proceeding, and the trusts remained in existence for several
years. The wife filed a lawsuit in circuit court and named the trustee and other beneficiaries
as defendants. Default judgments were entered against each defendant. The trustee filed
a motion to set aside the judgment that was granted. The wife non-suited the circuit court
action as to the trustee and filed a lawsuit against him in chancery court. The trustee filed
an answer and countercomplaint in which he sought an award of trustee’s fees and
attorneys’ fees. Both parties filed motions for summary judgment. The chancery court
entered an order granting the trustee’s motion for summary judgment and later awarded
him trustee’s fees and attorneys’ fees. The wife appeals. We affirm and remand.
Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Chancery Court Affirmed
and Remanded
CARMA DENNIS MCGEE, J., delivered the opinion of the court, in which J. STEVEN
STAFFORD, P.J., W.S., and W. NEAL MCBRAYER, J., joined.
Edward T. Autry, Memphis, Tennessee, for the appellant, Rosanne S. Feltus.
Cannon F. Allen, Sr. and John D. Woods, III, Memphis, Tennessee, for the appellee,
Douglas B. Wright.
OPINION
I. FACTS & PROCEDURAL HISTORY
This appeal arises from litigation concerning two trusts. The first trust was formed
by Michael Feltus and was comprised of a life insurance policy. Mr. Feltus appointed
Douglas Wright the trustee and named his wife, Rosanne Feltus, and two children, Kevin
Feltus and Brian Feltus, the beneficiaries. The second trust was formed by Ms. Feltus and
consisted of a life insurance policy. She appointed Mr. Wright the trustee and named Kevin
Feltus and Brian Feltus the beneficiaries.
On September 27, 2016, Ms. Feltus filed a complaint for divorce against Mr. Feltus.
Shortly thereafter, Ms. Feltus and Mr. Feltus signed a marital dissolution agreement. As
part of this agreement, the parties agreed that they and their sons would execute nonjudicial
settlement agreements to dissolve the trusts. After the trusts were dissolved, the life
insurance policies were to be distributed to Ms. Feltus.1 The final decree of divorce was
entered on June 7, 2017. Shortly thereafter, settlement agreements to terminate both trusts
were drafted. Mr. Wright, Ms. Feltus, and one son, Kevin Feltus, promptly signed both
agreements. However, neither Mr. Feltus nor the other son, Brian Feltus, signed the
agreements.
Ms. Feltus filed a complaint for legal malpractice in the Shelby County Circuit
Court against the attorney who represented her in the divorce proceedings on April 24,
2018. She asserted claims based on breach of contract and negligence stemming from “the
attempted transfer of two . . . life insurance policies[.]” The complaint noted that Mr.
Wright, Kevin Feltus, and Brian Feltus, had not been made parties to the divorce
proceedings and therefore, were not bound by the terms of the marital dissolution
agreement. On June 17, 2019, Ms. Feltus amended her complaint to include Mr. Wright,
Kevin Feltus, and Brian Feltus as defendants, in an attempt to force compliance with the
settlement agreements. Subsequently, Brian Feltus signed the settlement agreements.
Shortly thereafter, Ms. Feltus filed motions for default judgments against Mr. Wright,
Kevin Feltus, and Brian Feltus. The circuit court entered default judgments against each
defendant.
However, Mr. Wright filed a motion to set aside the default judgment entered
against him on October 17, 2019. He claimed that his failure to respond to the complaint
had not been “willful” as he had been informed by Ms. Feltus’s counsel that the lawsuit
was a “technicality.” He claimed that he would have obtained legal counsel to represent
him as the trustee had he known Ms. Feltus intended “to dissolve the trusts and exercise
exclusive control over the assets to the exclusion” of the other beneficiaries. The circuit
court entered an order setting aside the judgment against Mr. Wright on December 2, 2019.
On October 28, 2020, Michael Feltus signed the remaining settlement agreement.2
1
Kevin and Brian Feltus were both adults at the time the marital dissolution agreement was
executed.
2
As Michael Feltus was not a beneficiary of Ms. Feltus’s trust, he was only required to sign the
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Shortly thereafter, Ms. Feltus filed a verified complaint to enforce the settlement
agreements against Mr. Wright in the Shelby County Chancery Court. She also filed a
notice of voluntary dismissal as to Mr. Wright only in the circuit court proceeding. The
circuit court entered an order of voluntary dismissal as to Mr. Wright on November 13,
2020. Subsequently, Mr. Wright submitted a statement of services rendered as the trustee
and sought payment for those services pursuant to the settlement agreements. Ms. Feltus
refused to pay him. Mr. Wright also filed an answer in the chancery court proceeding.
Included in his answer was a countercomplaint in which he alleged that Ms. Feltus had
breached the settlement agreements by refusing to pay his trustee’s fees and the attorneys’
fees he incurred defending the lawsuits filed in circuit court and chancery court. He
maintained that he was entitled to an award of trustee’s fees and attorneys’ fees because:
(1) Ms. Feltus breached the terms of the settlement agreements by suing him, (2) Ms. Feltus
breached indemnification and hold harmless provisions contained in the provisions of both
trusts, and (3) the Tennessee Uniform Trust Code (“the TUTC”) provided a statutory basis
for the payment of trustee’s fees and attorneys’ fees incurred in litigation concerning the
administration of a trust.
Ms. Feltus filed an answer in response to the countercomplaint and submitted a set
of interrogatories and a request for the production of documents. The interrogatories
requested that Mr. Wright identify all correspondence he exchanged with the Feltus family
since the formation of the trusts. Ms. Feltus also sought material pertaining to Mr. Wright’s
compensation as trustee and a litany of other material. In response, Mr. Wright filed a
motion “for a protective order that discovery not be had – including, but not limited to,
protecting [him] from having to respond to” Ms. Feltus’s interrogatories and request for
document production. See Tenn. R. Civ. P. 26.03. However, he also filed his own request
for the production of documents, and a motion to compel Ms. Feltus to respond to that
request.
Despite receiving no response to her discovery requests, Ms. Feltus filed a motion
for partial summary judgment on July 7, 2021. She maintained that “there [was] no genuine
issue of material fact” regarding the validity of the settlement agreements or whether the
agreements required Mr. Wright to dissolve the trusts. She filed an accompanying
statement of undisputed facts in support of her motion. Subsequently, Ms. Feltus filed a
motion for sanctions in which she requested the court “[t]o impose sanctions pursuant to
Rule 11 of the Tennessee Rules of Civil Procedure against [Mr. Wright’s counsel] in an
amount equal to the attorney fees [she paid] to prepare and file th[e] Motion for Sanctions
and respond to [Mr. Wright’s] Motion to Compel.” She argued that sanctions were
appropriate because Mr. Wright’s counsel knew or should have known “that there [was]
no rational basis” upon which to submit discovery requests or the motion to compel.
Shortly thereafter, Mr. Wright filed his own motion for summary judgment. He
agreement regarding the trust of which he was the grantor.
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maintained that there was no genuine issue of material fact and that he was entitled to a
judgment as a matter of law and an award of trustee’s fees and attorneys’ fees. He also
submitted a declaration signed by his counsel regarding the fees and expenses incurred
throughout the proceedings. Likewise, he included a statement of undisputed material facts
in support of his motion.
On October 8, 2021, Ms. Feltus filed another motion to compel Mr. Wright to
respond to her first set of interrogatories and request for the production of documents. A
hearing was held on the matter, and the chancery court took the motion to compel “under
consideration.” Several months later, the motion still had not been adjudicated, and Ms.
Feltus filed an “expedited motion to continue hearing and request for discovery sanctions.”
Soon thereafter, Mr. Wright filed another motion for a protective order in which he again
requested that discovery “not be had” pursuant to Tennessee Rule of Civil Procedure 26.03.
Ms. Feltus filed another motion for discovery sanctions on January 23, 2024. She
requested that the chancery court sanction Mr. Wright by entering a default judgment
against him or, in the alternative, by compelling him to respond to her discovery requests
and “to be immediately available for his deposition.” Attached to the motion was an
affidavit signed by Ms. Feltus’s counsel stating that Mr. Wright and his counsel had
continuously refused to respond to discovery or schedule a deposition. Counsel also
averred that discovery was necessary “to obtain facts in order to adequately and properly
respond to [Mr. Wright’s] [m]otion for [s]ummary [j]udgment.”
On August 14, 2024, the chancery court entered an order granting Mr. Wright’s
motions for protective orders. The court also granted Ms. Feltus leave to submit an
affidavit pursuant to Tennessee Rule of Civil Procedure 56.07 that specified the
information needed to oppose Mr. Wright’s motion for summary judgment. Ms. Feltus
submitted such an affidavit the following day. The affidavit stated that responses to her
discovery requests and a deposition of Mr. Wright were required to determine his prior
practices related to the management of the trusts, his purported reliance on the statements
Ms. Feltus’s counsel made during the circuit court litigation, and his objection to the default
judgment entered against him in the circuit court proceeding. It also stated that discovery
was required in relation to the attorneys’ fees Mr. Wright accrued and the skills he
employed as the trustee of both trusts throughout the court proceedings. Nonetheless, the
chancery court denied the motion for discovery. The court determined that the affidavit
submitted by Ms. Feltus’s counsel did not justify a delay in the proceedings as it sought
“broad and unbounded discovery into most, if not all, aspects of the case.” However, the
court noted that the amount of fees was “not at issue in” the motions for summary
judgment. It noted that discovery on the amount of those fees and expenses would be ruled
on at “a later time.”
The parties appeared for a hearing regarding the competing motions for summary
judgment on September 30, 2024. Mr. Wright’s counsel maintained that he was entitled to
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summary judgment because there was no dispute he incurred fees defending the lawsuits.
Counsel argued that the interpretation of the settlement agreements was an issue of law
upon which the chancery court should rule in his favor. Counsel also argued that Mr.
Wright was entitled to fees for defending the trust action pursuant to Tennessee Code
Annotated section 35-15-709, because the action involved the administration of the trust.
Ms. Feltus’s counsel maintained that Mr. Wright was not entitled to recover fees because
he should not have filed the motion to set aside the judgment in the circuit court proceeding.
Counsel maintained that the circuit court order “insulated Mr. Wright from any liability
exposure whatsoever” as each of the potential interest holders and their heirs were to be
bound by it. Counsel also noted that Mr. Wright never received a fee for acting as the
trustee of the trusts prior to the litigation and maintained the hold harmless provisions of
the settlement agreements did not prohibit her from suing him to enforce the agreements.
The chancellor asked Ms. Feltus’s counsel whether “[t]he facts [were] essentially
agreed?” Counsel responded, “[y]es, Your Honor, so I [ ] think all the questions that need
resolution lie with the sound discretion of this Court regarding legal issues.” Counsel
specifically referenced Mr. Wright’s claims that he was entitled to trustee fees and
attorneys’ fees pursuant to the settlement agreements, the trust documents, and the TUTC
and stated “I think that’s a legal argument, because we all agree the documents say what
they say, both the [settlement agreements], the trust documents, and [ ] Tennessee law[.]”
The chancellor also asked counsel for Mr. Wright whether there were any factual issues in
dispute. Mr. Wright’s counsel agreed that no factual issues existed.
The chancery court entered an order granting Mr. Wright’s motion for summary
judgment and denying Ms. Feltus’s motion for partial summary judgment on October 10,
2024. The court noted that the parties agreed the settlement agreements constituted
enforceable contracts. It determined that Ms. Feltus breached those contracts by filing two
lawsuits against Mr. Wright and by failing to pay his fees and expenses. The chancery
court also determined that the hold harmless provisions contained in the trusts “applie[d]
to any claims or causes of action brought by any beneficiary” and required “[Ms.] Feltus
and the other beneficiaries to hold [Mr.] Wright harmless with respect to any claim or cause
of action brought by a beneficiary.” Likewise, the chancery court held that Mr. Wright
was entitled to recover his fees and expenses pursuant to the terms of the TUTC because
they “were properly incurred in the administration of the Trusts.” The chancery court also
held that, if the “expenses were not properly incurred in the administration of the Trusts,
reimbursement would still be necessary to prevent unjust enrichment of the Trusts.” The
chancery court stated that it would conduct a “hearing of the Writ of Inquiry to determine
the amount of [Mr.] Wright’s damages, including Trustee fees and expenses, and
attorney[s’] fees and expenses.” The court also stated that, upon entry of a final order, the
trusts would be dissolved, Mr. Wright released as trustee, and any remaining assets
conveyed to Ms. Feltus.
The hearing on the writ of inquiry took place on November 21, 2024. During that
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hearing, the chancery court considered a litany of declarations and statements regarding
fees submitted by Mr. Wright and his counsel. Ms. Feltus did not submit any evidence
during the hearing but did argue as to the reasonableness of Mr. Wright’s fee request.
Notably, during the hearing, the chancery court directed Ms. Feltus to advise the court the
following week as to whether she would withdraw or pursue her previously filed motion
for sanctions. Ms. Feltus did not respond. Accordingly, Mr. Wright filed a motion to strike
the motion for sanctions on December 5, 2024.
The chancery court entered its order on writ of inquiry on December 9, 2024. The
chancery court considered the reasonableness of the attorneys’ fees requested by Mr.
Wright in accordance with Tennessee Rule of Professional Conduct 1.5. See Garner v.
State, No. M2023-00812-COA-R3-CV, 2024 WL 3934664, at *8 (Tenn Ct. App. Aug. 26,
2024). The court noted that Mr. Wright’s counsel submitted several declarations in which
he stated he was familiar with the rates charged in the Memphis market for legal services
and explained the billing practices and statements. The declaration also detailed the
amounts of time spent working on the case and engaging in mediation, which was
ultimately unsuccessful. The court evaluated each of the ten factors set forth in Tennessee
Rule of Professional Conduct 1.5. The court determined that eight of the factors weighed
in favor of Mr. Wright’s fee request being reasonable and the remaining two were not
relevant or did not render the fee request unreasonable. Ultimately the court determined
that Mr. Wright was entitled to an award of $8,508 in trustee’s fees and $161,584.74 in
attorneys’ fees. The court also stated that it would “consider a supplemental application
by Mr. Wright regarding an additional award of attorney[s’] fees if necessary.” Notably,
the order did not address Ms. Feltus’s motion for sanctions.
Ms. Feltus filed a notice of appeal on January 6, 2025. The following day, Mr.
Wright’s counsel filed another supplemental declaration regarding fees and expenses
incurred both before and after the order on writ of inquiry was entered. Mr. Wright then
filed a motion seeking additional findings of fact and to amend the chancery court’s
judgment. The motion noted that, at the hearing on the writ of inquiry, Mr. Wright’s
counsel had informed the chancery court that Ms. Feltus’s motion for sanctions filed
pursuant to Tennessee Rule of Civil Procedure 11 remained outstanding. Mr. Wright also
noted that he filed a motion to strike the motion for sanctions which had not been addressed.
The motion to amend maintained that the order on writ of inquiry was not a final judgment
because the following items remained outstanding: (1) Mr. Wright’s second motion for
fees, (2) Ms. Feltus’s motion for sanctions, (3) the motion to strike those sanctions, and (4)
the release of Mr. Wright’s obligations as trustee.
On January 17, 2025, the chancery court entered two additional orders. The court
noted in its first order that a hearing had been held via Zoom on January 10, 2025, at which
counsel for Ms. Feltus did not appear. The court granted Mr. Wright’s motion for
additional fees and awarded him $20,995.06 in attorneys’ fees. The chancery court also
granted Mr. Wright’s motion to strike as Ms. Feltus had not pursued her motion for
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sanctions. In its second order, the chancery court stated that Ms. Feltus’s notice of appeal
had been filed prematurely. It noted that the order on writ of inquiry “did not, and was not
intended to adjudicate ‘all the claims’ between the parties to this cause.” The chancery
court also held that Mr. Wright was entitled to liquidate the life insurance policies to satisfy
the judgment if payment was not received within 30 days of the entry of the order. After
payment of the judgment, the remaining cash value of any liquidated policy or any
unliquidated policy was to be distributed to Ms. Feltus. At the time the funds or policies
were remitted to Ms. Feltus, the trusts were to be dissolved and Mr. Wright released from
further obligations as the trustee of the trusts. Mr. Wright then withdrew his motion to
amend. The parties consented to the entry of an order granting a stay of the judgment and
requiring Ms. Feltus to post a bond during the pendency of the appellate proceedings. This
appeal followed.
II. ISSUES PRESENTED
The appellant has presented the following issues on appeal, which we have slightly
reframed:
1. Whether the chancery court erred by not allowing the parties to engage in discovery.
2. Whether the chancery court erred by granting Mr. Wright’s motion for summary
judgment.
3. Whether the chancery court erred by denying Ms. Feltus’s motion for summary
judgment.
In addition to answering Ms. Feltus’s issues, Mr. Wright presents the following issue on
appeal:
1. Whether Mr. Wright is entitled to attorneys’ fees and expenses incurred on appeal.
For the following reasons, the judgment of the chancery court is affirmed.
III. DISCUSSION
A. Subject Matter Jurisdiction
Although it is not designated as a separate issue on appeal, Ms. Feltus first argues
that the chancery court’s orders entered after she filed her notice of appeal on January 6,
2025, were void for lack of subject matter jurisdiction. “Subject matter jurisdiction
involves the court’s lawful authority to adjudicate a controversy brought before it.”
Johnson v. Hopkins, 432 S.W.3d 840, 843 (Tenn. 2013) (citing Chapman v. DaVita, Inc.,
380 S.W.3d 710, 712 (Tenn. 2012); Meighan v. U.S. Sprint Commc’ns Co., 924 S.W.2d
632, 639 (Tenn. 1996)). Orders and judgments entered by courts without subject matter
jurisdiction over a dispute “are void[.]” In re Est. of Trigg, 368 S.W.3d 483, 489 (Tenn.
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2012). “Whether a court has subject matter jurisdiction over a case is a question of law
that [courts] review de novo with no presumption of correctness.” Morgan Keegan & Co.,
Inc. v. Smythe, 401 S.W.3d 595, 602 (Tenn. 2013) (citing Word v. Metro Air Servs., Inc.,
377 S.W.3d 671, 674 (Tenn. 2012)).
Ms. Feltus argues that the chancery court’s order on writ of inquiry was a final order
as it “decided and disposed of the whole merits of the case between the parties[,] leaving
nothing further for the judgment of the court.” Accordingly, she claims that any orders the
chancery court entered after she filed her notice of appeal were void. She relies on this
Court’s opinion, Earls v. Earls, which states, “[a]fter a case has been appealed, a trial court
does not reacquire jurisdiction over the case until it receives a mandate from the appellate
court.” No. M1999-00035-COA-R3-CV, 2001 WL 504905, at *3 (Tenn. Ct. App. May 14,
2001). She also points to our opinion in Born Again Church & Christian Outreach
Ministries, Inc. v. Myler Church Bldg. Sys. of the Midsouth, Inc., in which we explained
that a trial court lost jurisdiction to rule on a motion for post judgment relief upon the filing
of a notice of appeal. 266 S.W.3d 421, 425 (Tenn. Ct. App. 2007).
However, neither case involved the circumstances present in this case. In Earls, a
trial court refused to enter an order in accordance with directions from this Court after an
appeal of the underlying judgment because the trial court determined this Court’s ruling
was “clearly erroneous.” Earls, 2001 WL 504905, at *2. Our opinion explained that the
trial court lacked authority to act outside the limited mandate it received from this Court
on remand. Id. at *3. Therefore, its order contradicting the opinion of this Court was void.
Id. In Born Again Church, an appellant filed a motion to set aside the trial court’s judgment
pursuant to Tennessee Rule of Civil Procedure 60.02 contemporaneously with a notice of
appeal. 266 S.W.3d at 425. We determined that the filing of a notice of appeal after the
trial court had entered a final order deprived it of subject matter jurisdiction to enter an
order regarding the motion for relief. Id. at 426.
Here, the notice of appeal was not filed after the trial court received a mandate from
this Court or after a final order had been entered. Rather, the notice of appeal was filed
before the chancery court entered an order adjudicating “all the rights and liabilities of all
the parties[.]” Meeks v. Successor Trs. of Marital Tr., No. W2009-02016-COA-R3-CV,
2010 WL 3420546, at *7 (Tenn. Ct. App. Sept. 1, 2010). Importantly, neither the order
granting Mr. Wright summary judgment nor the order on writ of inquiry addressed Ms.
Feltus’s outstanding motion for sanctions. Likewise, as evidenced by the chancery court’s
subsequent orders, issues remained regarding additional attorneys’ fees. The chancery
court deemed Ms. Feltus’s notice of appeal to have been filed prematurely. We agree.
“A ‘premature’ notice of appeal, by simple definition, is ‘one filed before the entry
of a final judgment.’” Id. (quoting Savage v. Hildenbrandt, No. M1999-00630-COA-R3-
CV, 2001 WL 1013056, at *9 (Tenn. Ct. App. Sept. 6, 2001)). “A notice of appeal is
premature when it is filed before all the rights and liabilities of all the parties are
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adjudicated.” Id. Tennessee Rule of Appellate Procedure 4 addresses prematurely filed
notices of appeal. It provides, “[a] prematurely filed notice of appeal shall be treated as
filed after the entry of the judgment from which the appeal is taken and on the day thereof.”
Tenn. R. App. P. 4(d).
Because the chancery court had issues upon which to rule after entering the order
on writ of inquiry, including an outstanding motion for sanctions, it was not a final
judgment. Because it was not a final judgment, Ms. Feltus’s appeal was prematurely filed
and did not deprive the chancery court of subject matter jurisdiction to enter subsequent
orders disposing of the remaining issues. Therefore, in accordance with Tennessee Rule
of Appellate Procedure 4, we will treat Ms. Feltus’s notice of appeal as having been filed
on January 17, 2025, after the entry of the chancery court’s final order on fees and the
disposition of the trusts.
B. Discovery
Next, Ms. Feltus claims that the chancery court erred when it “prevent[ed] [her]
from engaging in ANY discovery[.]” She maintains that her interrogatories and request
for production of documents “were specifically tailored to respond to [Mr. Wright’s]
counter-complaint” and were “particularly salient to the defenses asserted by [her] to [Mr.
Wright’s] claims for breach of contract and damages.” Likewise, she claims that, because
the chancery court denied her discovery requests, there “was not sufficient evidence to
support [its] judgment.”
Although this case involved the adjudication of motions for summary judgment, this
issue arises from a determination pertaining to pretrial discovery. “Because decisions
regarding pretrial discovery are inherently discretionary, they are reviewed using the
‘abuse of discretion’ standard of review.” Lee Med., Inc. v. Beecher, 312 S.W.3d 515, 524
(Tenn. 2010). “This deferential standard ‘reflects an awareness that the decision being
reviewed involved a choice among several acceptable alternatives,’ and thus ‘envisions a
less rigorous review of the lower court’s decision and a decreased likelihood that the
decision will be reversed on appeal.’” Henderson v. SAIA, Inc., 318 S.W.3d 328, 335
(Tenn. 2010) (quoting Lee Med., Inc., 312 S.W.3d at 524). “A trial court abuses its
discretion only when it ‘applie[s] an incorrect legal standard, or reache[s] a decision which
is against logic or reasoning that cause[s] an injustice to the party complaining.’” Eldridge
v. Eldridge, 42 S.W.3d 82, 85 (Tenn. 2001) (quoting State v. Shirley, 6 S.W.3d 243, 247
(Tenn. 1999)) (alterations present in original). To determine whether an abuse of discretion
has occurred, courts must assess “(1) whether the factual basis for the decision is properly
supported by evidence in the record, (2) whether the lower court properly identified and
applied the most appropriate legal principles applicable to the decision, and (3) whether
the lower court’s decision was within the range of acceptable alternative dispositions.” Lee
Med., Inc., 312 S.W.3d at 524.
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Ms. Feltus cites In re Conservatorship of Starnes to support her contention that the
chancery court should have required Mr. Wright to respond to her interrogatories and
request for documents. No. W2013-02614-COA-R3-CV, 2014 WL 6977831, at *8 (Tenn.
Ct. App. Dec. 10, 2014). In Starnes, we determined that the appellant had not been afforded
a “reasonable opportunity to conduct discovery” or “to present her opposition to the motion
for summary judgment” and the trial court had therefore acted prematurely by granting
summary judgment in a sua sponte fashion. Id. Notably, the trial court in Starnes heard a
motion to dismiss based on the failure to state a claim but treated it as a motion for summary
judgment by considering matters outside of the pleadings. Id. at *3. Accordingly, neither
party was permitted to present briefing or statements of undisputed material facts to support
its argument or otherwise explain why additional discovery was necessary. Id. at *3-4.
Here, both parties were permitted to submit extensive memoranda throughout the
proceedings and to submit statements of undisputed material facts in support of their
competing motions for summary judgment. Likewise, the chancery court addressed Ms.
Feltus’s motion to compel discovery and found that she had not “set forth the reasons why
[she] need[ed] discovery to establish facts essential to justify her opposition” to Mr.
Wright’s countercomplaint. Ms. Feltus has not explained what portion of the chancery
court’s decision was illogical or contradicted accepted legal standards or principles.
Notably, at the hearing held on the competing motions for summary judgment,
counsel for both parties were asked whether any factual issues were in dispute.
Specifically, counsel for Ms. Feltus was asked whether “[t]he facts [were] essentially
agreed” and responded, “[y]es, Your Honor, so I [ ] think all the questions that need
resolution lie with the sound discretion of this Court regarding legal issues.” Counsel
specifically referenced Mr. Wright’s claims that he was entitled to trustee fees and
attorneys’ fees “under the trust documents and the [settlement agreements,] and Tennessee
law” and stated, “I think that’s a legal argument, because we all agree the documents say
what they say[.]” Additionally, the parties were permitted an opportunity to present
evidence regarding the amount of fees to which Mr. Wright was entitled at the hearing on
the writ of inquiry. Ms. Feltus “did not submit any declarations, put on any proof[,] or
question any witnesses” but instead only argued “as to the unreasonableness of the” fees
Mr. Wright requested. Accordingly, Ms. Feltus was given an adequate opportunity to
present her arguments regarding Mr. Wright’s claim for trustee and attorneys’ fees and to
seek evidence to support her claims. Therefore, we discern no abuse of discretion
committed by the chancery court in its assessment of Ms. Feltus’s motion to compel
discovery.
Similarly, Ms. Feltus’s claim regarding the sufficiency of the evidence is without
merit. She argues that there was not sufficient evidence contained in the record to support
the chancery court’s judgment. However, she has not identified what element of the
chancery court’s ruling was undermined by insufficient evidence. As noted above, the
parties agreed during the hearing held on the competing motions for summary judgment
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that there were no outstanding factual issues. Therefore, we find that Ms. Feltus’s
arguments regarding the chancery court’s ruling on discovery are without merit.
C. Summary Judgment
Next, we consider Ms. Feltus’s arguments regarding the chancery court’s decision
to grant summary judgment in favor of Mr. Wright. Our state rules of civil procedure
provide that summary judgment is appropriate where “the pleadings, depositions, answers
to interrogatories, and admissions on file, together with the affidavits, if any, show that
there is no genuine issue as to any material fact and that the moving party is entitled to a
judgment as a matter of law.” Tenn. R. Civ. P. 56.04. “The moving party has the burden
of proving that its motion satisfies these requirements.” Staples v. CBL & Assocs., Inc., 15
S.W.3d 83, 88 (Tenn. 2000). As our Tennessee Supreme Court has explained, a moving
party that does not bear the burden of proof at trial “may satisfy its burden of production
either (1) by affirmatively negating an essential element of the nonmoving party’s claim or
(2) by demonstrating that the nonmoving party’s evidence at the summary judgment stage
is insufficient to establish the nonmoving party’s claim or defense.” Rye v. Women’s Care
Ctr. of Memphis, MPLLC, 477 S.W.3d 235, 264 (Tenn. 2015). “However, ‘if the moving
party bears the burden of proof on the challenged claim at trial, that party must produce at
the summary judgment stage evidence that, if uncontroverted at trial, would entitle it to a
directed verdict.’” Est. of Smith v. Highland Cove Apartments, LLC, 670 S.W.3d 305, 312
(Tenn. Ct. App. 2023) (quoting TWB Architects, Inc. v. The Braxton, LLC, 578 S.W.3d
879, 888 (Tenn. 2019)). Regardless of whether the nonmoving party bears the burden of
proof at trial on the challenged claim, “at the summary judgment stage, ‘[t]he nonmoving
party must demonstrate the existence of specific facts in the record which could lead a
rational trier of fact to find in favor of the nonmoving party.’” TWB Architects, Inc., 578
S.W.3d at 889 (quoting Rye, 477 S.W.3d at 265).
When reviewing a motion for summary judgment, a court places its focus “on the
evidence the nonmoving party comes forward with at the summary judgment stage, not on
hypothetical evidence that theoretically could be adduced” at a future trial. Rye, 477
S.W.3d at 265. The decision to grant or deny “a motion for summary judgment is a matter
of law; therefore, our standard of review is de novo with no presumption of correctness.”
Jackson v. Thibault, No. E2021-00988-COA-R3-CV, 2022 WL 14162828, at *3 (Tenn. Ct.
App. Oct. 25, 2022). In conducting this review, “we make a fresh determination of whether
the requirements of Rule 56 of the Tennessee Rules of Civil Procedure have been satisfied.”
Rye, 477 S.W.3d at 250. Importantly, “the evidence must be viewed in a light most
favorable to the claims of the non-moving party, with all reasonable inferences drawn in
favor of those claims.” Rye, 477 S.W.3d at 286. See Cotten v. Wilson, 576 S.W.3d 626,
637 (Tenn. 2019).
Notably, Ms. Feltus presented two issues regarding summary judgment in her
statement of the issues. She claimed that the chancery court erred by granting Mr. Wright’s
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motion for summary judgment and by denying her motion for summary judgment.
However, she has not presented an argument section that outlines how the chancery court
erred when it denied her motion for summary judgment. Accordingly, that issue is waived.
See Sneed v. Bd. of Pro. Resp. of Sup. Ct., 301 S.W.3d 603, 615 (Tenn. 2010).
Ms. Feltus has presented an argument regarding the chancery court’s decision to
grant Mr. Wright’s motion for summary judgment. Notably, Mr. Wright’s motion was
predicated on three distinct theories of recovery: (1) breach of contract committed by Ms.
Feltus when she filed two lawsuits against him, (2) breach of the hold harmless provisions
contained in the trust documents, and (3) the provisions of the TUTC. Each theory set
forth an independent claim for an award of trustee’s fees and attorneys’ fees. The chancery
court found that Mr. Wright was entitled to summary judgment and an award of fees
pursuant to each claim. Therefore, for Ms. Feltus to prevail, she must demonstrate that
either a genuine issue of material fact or a misapplication of law infected each ground for
summary judgment.
Although it is addressed last in Ms. Feltus’s brief, we begin by considering her
assertion that the chancery court erred when it granted summary judgment in favor of Mr.
Wright based on the terms of the TUTC. The chancery court determined that Mr. Wright
was entitled to his trustee’s fees and attorneys’ pursuant to two provisions of the TUTC:
Tennessee Code Annotated section 35-15-709(a) and Tennessee Code Annotated section
35-15-1004(a). Tennessee Code Annotated section 35-15-709(a) provides:
(a) A trustee, trust advisor or trust protector is entitled to be reimbursed out
of the trust property, with interest as appropriate, for:
(1) Expenses that were properly incurred in the administration of the trust;
and
(2) To the extent necessary to prevent unjust enrichment of the trust,
expenses that were not properly incurred in the administration of the trust.
Tenn. Code Ann. § 35-15-709(a). Similarly, Tennessee Code Annotated section 35-15-
1004 provides:
(a) In a judicial proceeding involving the administration of a trust, the court,
as justice and equity may require, may award costs and expenses, including
reasonable attorney’s fees, to any party, to be paid by another party or from
the trust that is the subject of the controversy.
Tenn. Code Ann. § 35-15-1004(a).3
3
Despite the chancery court’s reliance on the provisions of the TUTC, Ms. Feltus first argues that
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Ms. Feltus argues that the chancery court erred by awarding fees pursuant to the
provisions of the TUTC because Mr. Wright’s fees were not “expenses properly incurred
in the administration of the trust.” She contends that the expenses were incurred in the
pursuit of Mr. Wright’s “self-interests . . . rather than in the interests of the [trusts’]
beneficiaries.” Additionally, Ms. Feltus argues that the chancery court erred when it
determined Mr. Wright was entitled to his fees and expenses in order to ensure the trust
would not be unjustly enriched. She again claims that his actions were “clearly motivated
by self-interest and the recovery of trustee fees and attorney fees from [her].”4
Alternatively, Ms. Feltus argues that the attorneys’ fees awarded to Mr. Wright should be
reduced because he failed to mitigate his damages.
Notably, Ms. Feltus does not argue in her appellant’s brief that the litigation did not
involve the administration of the trusts. Rather, her arguments revolve around whether the
fees were “properly incurred” as she claims that Mr. Wright only proceeded with the
litigation in order to recover trustee’s fees and attorneys’ fees.5 Essentially, she argues that
Mr. Wright’s actions were not reasonable and therefore, the fees he incurred were not
reasonable. This stance is consistent with the arguments Ms. Feltus presented to the
chancery court at the hearing on the writ of inquiry. While the merits of this case were
adjudicated by the chancery court’s grant of summary judgment, the amount of trustee’s
fees and attorneys’ fees and the reasonableness of those fees were adjudicated at the
subsequent writ of inquiry. Both parties were permitted the opportunity to submit evidence
pertaining to the fees. The chancery court noted in the order on writ of inquiry that Ms.
Feltus did not put forth any evidence at this hearing but “argue[d] at length as to the
the court erred when it granted Mr. Wright’s motion for summary judgment because he “was not entitled
to an award of attorney’s fees accrued during and attributable to” the proceedings in circuit court pursuant
to Tennessee Code Annotated section 20-12-101. She contends that, while this statute provides the
successful party in a civil action “is entitled to full costs,” those costs do not include attorneys’ fees. See
Jasinskis v. Cameron, N