Anderton v. Boren ( 2017 )


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    2017 UT App 232
    THE UTAH COURT OF APPEALS
    SHARROL ANDERTON, MARY BLANCHARD, TERRY CHRISTENSEN,
    AND DUANE BOREN JR.,
    Appellants,
    v.
    DAVID L. BOREN AND SHERRON L. BOREN,
    Appellees.
    Opinion
    No. 20160145-CA
    Filed December 21, 2017
    Eighth District Court, Roosevelt Department
    The Honorable Samuel P. Chiara
    No. 143000048
    Russell T. Monahan, Attorney for Appellants
    Clark B. Allred and Brad D. Brotherson, Attorneys
    for Appellee David L. Boren
    Diana J. Huntsman, Sherri L. Walton, Jack D. Smart,
    D. Karl Mangum, Attorneys for Appellee
    Sherron L. Boren
    JUDGE MICHELE M. CHRISTIANSEN authored this Opinion, in
    which JUDGES GREGORY K. ORME and DAVID N. MORTENSEN
    concurred.
    CHRISTIANSEN, Judge:
    ¶1     Sharrol Anderton, Mary Blanchard, Terry Christensen,
    and Duane Boren Jr. (collectively, Appellants) appeal the district
    court’s grant of summary judgment in favor of David L. Boren
    and Sherron L. Boren (collectively, Appellees). We affirm and
    remand to the district court for the limited purpose of
    calculating Appellees’ attorney fees incurred on appeal.
    Anderton v. Boren
    BACKGROUND
    ¶2      Duane Boren Sr. and his wife, Sherron, had six children—
    Sharrol, Mary, Terry, Duane Jr., David, and Lucky. In 1980,
    Duane Sr. and Sherron created the Duane Boren Family Living
    Trust (the Trust). At that time, the Trust was funded with only a
    life insurance policy, but additional assets were later added to
    the Trust. A joinder agreement, signed contemporaneously with
    the trust agreement and incorporated by reference, appointed
    Sharrol, Mary, Duane Jr., and Terry Lee Monks as co-trustees.
    ¶3      In 1985, Duane Sr. and Sherron signed an amendment to
    the Trust appointing Sherron as trustee. Duane Sr. later crossed
    out Sherron’s name and wrote in David’s name. 1 A second
    amendment, executed in 1990, designated David as successor
    trustee and changed the distribution of the assets by reallocating
    the assignment of mineral rights; assigning “all agricultural
    equipment, all livestock, all water rights and the surface rights to
    all cultivated, pasture or hay ground” to David and Lucky 2 and
    the remaining “waste ground” real estate to the other children;
    and dividing the remainder of the estate equally among the
    children.
    ¶4      Duane Sr. died in December 1992. At the time of Duane
    Sr.’s death, he and Sherron “owned a farm with some equipment
    and mineral rights.” Duane Sr.’s undivided one-half interest in
    the couple’s property was distributed to David as trustee of the
    Trust. Sherron owned the other one-half interest. The Trust
    1. Various handwritten strike-outs and additions in the joinder
    agreement and the subsequent amendments somewhat confuse
    the issue of who was appointed as trustee and when, but the
    identity of the trustee is not in dispute.
    2. Lucky passed away in 2001.
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    assets were to be used for the benefit and at the direction of
    Sherron during her life.
    ¶5     From 1993 to the present, David has managed the Trust
    properties and properties owned by Sherron with her input. At
    some point, Sherron deeded half of her undivided one-half
    interest in the farm to David. In 2011, David, as trustee, and
    Sherron entered into a formal agreement acknowledging that
    David had “been operating and managing the Farm.” The
    agreement granted David a salary of $1,200 per month “for
    operating and managing the farm” “on a part time basis,”
    authorized the lease of farm equipment from David, and
    permitted David to graze his cattle on the farm.
    ¶6     From 1993 to 2012, Appellants did not request an
    accounting from David. In October 2012, an attorney for Duane
    Jr. requested such information from David. Duane Jr.’s attorney
    and Appellants were provided with an inventory of the Trust,
    accountings for the Trust, and tax returns from 2008 through
    2011, and were subsequently provided with accountings and tax
    returns for 2012, 2013, and 2014.
    ¶7     In 2014, Appellants filed a complaint against Appellees
    David and Sherron Boren, alleging that David had “stolen and
    embezzled money from the Trust,” distributed Trust property to
    himself, forged documents, coerced Sherron to sign documents,
    given himself an “unauthorized salary,” commingled his assets
    with those of the Trust, and made an untruthful accounting.
    Based on these allegations, Appellants brought causes of action
    for breach of the Trust, breach of fiduciary duty, accounting, and
    negligent misrepresentation. Appellants also sought a
    declaratory judgment to have Appellees “removed as Trustees of
    the Trust.”
    ¶8    In January 2015, Appellees deposed Appellants. In their
    depositions, each of the Appellants “admitted they did not have
    any support for the allegations [in their complaint], or admitted
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    that they had not reviewed the accountings and supporting
    documents provided to them concerning the Trust.” “Based on
    [Appellants’] own testimony that they had no facts to support
    their claims,” Appellees moved for summary judgment.
    ¶9     In opposition to Appellees’ motion for summary
    judgment, Duane Jr. filed a declaration (the Declaration) in
    which he made additional assertions regarding David’s actions.
    Appellees filed a motion to strike the Declaration on the ground
    that the Declaration attempted “to contradict Duane Boren Jr.’s
    deposition testimony, . . . lack[ed] admissible facts, and . . .
    relie[d] on inadmissible suppositions, opinions, argument and
    innuendo.” The district court granted Appellees’ motion to strike
    on two alternative bases: first, that the Declaration contradicted
    Duane Jr.’s deposition testimony and, second, that the
    Declaration did “not provide facts on the pertinent issues, but
    merely the opinions of Duane Boren Jr.”
    ¶10 After striking the Declaration, the court also granted
    Appellees’ motion for summary judgment. The court determined
    that all four Appellants had “admitted during their depositions
    that there were no facts to support” their allegations of
    embezzlement, forgery, self-dealing, and coercion. The court
    further determined that, because Appellants were not income
    beneficiaries, they were not entitled to an accounting under the
    terms of the Trust. The court also concluded that Appellants had
    made “no showing” that David had unlawfully commingled his
    personal assets with those of the Trust. Finally, the court
    determined that there was “no evidence to support the argument
    that the farm has been operated in contravention [of Sherron’s]
    wishes, or that the salary paid to [David] for managing the Trust
    was not appropriate. The fact that the farm had a tax loss,
    without more, does not support a claim of mismanagement.”
    Because the court determined that there were no facts to support
    Appellants’ claims, it granted summary judgment in favor of
    Appellees. The court also awarded Appellees attorney fees
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    pursuant to Utah Code section 75-7-1004. See infra ¶ 32.
    Appellants challenge the district court’s ruling.
    ISSUES AND STANDARDS OF REVIEW
    ¶11 Appellees dispute Appellants’ standing to bring this
    action, so we must address that question before reaching the
    merits of Appellants’ arguments. See Jones v. Barlow, 
    2007 UT 20
    ,
    ¶ 12, 
    154 P.3d 808
     (“Standing is a jurisdictional requirement that
    must be satisfied before a court may entertain a controversy
    between two parties.” (brackets, citation, and internal quotation
    marks omitted)). “[T]he question of whether a given individual
    or association has standing to request a particular relief is
    primarily a question of law[.]” Kearns-Tribune Corp. v. Wilkinson,
    
    946 P.2d 372
    , 373 (Utah 1997). To the extent that there are
    “factual findings that bear on the issue” of standing, we “review
    such factual determinations made by a trial court with
    deference.” 
    Id.
     at 373–74. We ultimately conclude that
    Appellants have standing, and we therefore reach the merits of
    Appellants’ arguments.
    ¶12 Appellants first contend that the district court erred in
    ruling the Declaration inadmissible. Affidavits supporting or
    opposing a motion for summary judgment “must be made on
    personal knowledge, must set out facts that would be admissible
    in evidence, and must show that the affiant or declarant is
    competent to testify on the matters stated.” Utah R. Civ. P.
    56(c)(4). “Accordingly, affidavits containing allegations that ‘are
    not based on personal knowledge, lack foundation, are
    conclusory, [or] contain hearsay’ may be stricken.” Golden
    Meadows Props., LC v. Strand, 
    2010 UT App 257
    , ¶ 13, 
    241 P.3d 375
     (quoting Murdock v. Springville Mun. Corp., 
    1999 UT 39
    , ¶ 27,
    
    982 P.2d 65
    ). “Similarly, ‘[a]ffidavits reflecting an affiant’s
    unsubstantiated conclusions and opinions are inadmissible.’” 
    Id.
    (alteration in original) (quoting Cabaness v. Thomas, 
    2010 UT 23
    ,
    ¶ 33, 
    232 P.3d 486
    ). “District courts generally have broad
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    discretion to decide motions to strike summary judgment
    affidavits,” and we therefore “review a district court’s decision
    on a motion to strike affidavits submitted in support of or in
    opposition to a motion for summary judgment for an abuse of
    discretion.” Mower v. Simpson, 
    2017 UT App 23
    , ¶ 11, 
    392 P.3d 861
     (citation and internal quotation marks omitted); see also
    Murdock, 
    1999 UT 39
    , ¶ 25 (observing that “an affidavit is simply
    a method of placing evidence of a fact before the court” and
    concluding that a district court’s “decision to admit evidence is
    reviewed under a broad grant of discretion”). However, we
    review a district court’s ultimate grant or denial of summary
    judgment for correctness. Mower, 
    2017 UT App 23
    , ¶ 26.
    ¶13 Second, Appellants contend that the district court erred in
    granting summary judgment in favor of Appellees on
    Appellants’ actions for breach of trust, breach of fiduciary duty,
    request for accounting, and request for declaratory judgment.
    “We review the district court’s grant of a motion for summary
    judgment for correctness.” Id. ¶ 26 (citation and internal
    quotation marks omitted).
    ¶14 Finally, Appellants contend that the district court
    improperly awarded attorney fees to Appellees. “The
    appropriate standard for reviewing equitable awards of attorney
    fees is abuse of discretion.” Fisher v. Fisher, 
    2009 UT App 305
    , ¶ 8,
    
    221 P.3d 845
     (brackets, citation, and internal quotation marks
    omitted). “[W]e give no deference to the [district] court’s
    determination as to whether attorney fees were allowed under a
    statute.” 
    Id.
    ANALYSIS
    I. Standing
    ¶15 Before addressing Appellants’ arguments, we must first
    determine the threshold issue of whether they have standing.
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    “Standing is a jurisdictional requirement that must be satisfied
    before a court may entertain a controversy between two parties.”
    Jones v. Barlow, 
    2007 UT 20
    , ¶ 12, 
    154 P.3d 808
     (brackets, citation,
    and internal quotation marks omitted). “Traditional standing
    criteria require that the interests of the parties be adverse and
    that the party seeking relief have a legally protectable interest in
    the controversy.” Hogs R Us v. Town of Fairfield, 
    2009 UT 21
    , ¶ 8,
    
    207 P.3d 1221
     (citation and internal quotation marks omitted).
    “Either party, or the court on its own motion, may properly raise
    the issue of standing for the first time on appeal.” Wade v. Burke,
    
    800 P.2d 1106
    , 1108 (Utah Ct. App. 1990).
    ¶16 Appellees assert that Appellants lacked standing to bring
    the case because they do not have a legally protectable interest in
    the controversy. See Hogs R Us, 
    2009 UT 21
    , ¶ 8. The terms of the
    Trust grant Sherron a special power of appointment that permits
    her to “exclude any one or more of the beneficiaries” at her
    death by will. Appellees assert that Sherron’s ability to remove
    Appellants as beneficiaries precludes their interest from being
    legally protectable.
    ¶17 Appellees’ argument relies on Montrone v. Valley Bank &
    Trust Co., 
    875 P.2d 557
     (Utah Ct. App. 1994), in which this court
    held that beneficiaries of a trust did not have standing to seek an
    accounting, because the settlor retained a general power of
    appointment that permitted her to “negate[] the trustee’s duties
    to account to her children as beneficiaries.” 
    Id. at 559
    . This case is
    distinguishable from Montrone because there is no evidence that
    Sherron has taken the necessary steps to exercise her power of
    appointment to remove any of her children as beneficiaries and,
    even if she had, any such exercise of the power would not be
    effective until after her death. The mere potential for Appellants
    to be removed as beneficiaries does not negate their standing
    when they currently remain beneficiaries under the terms of the
    Trust.
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    ¶18 Appellees also argue that Appellants do not have
    standing to pursue claims relating to the operation of the farm
    because the second amendment to the Trust divests them of any
    interest in the farm land and equipment. However, the
    management of the farm could very well have an impact on the
    viability of the other Trust assets in which Appellants do retain a
    beneficial interest. Accordingly, we determine that Appellants
    have standing to bring their claims.
    II. The Declaration
    ¶19 Appellants contend that the district court abused its
    discretion by granting Appellees’ motion to strike the
    Declaration. “An abuse of discretion may be demonstrated by
    showing that the district court relied on an erroneous conclusion
    of law or that there was no evidentiary basis for the [district]
    court’s ruling.” Mower v. Simpson, 
    2017 UT App 23
    , ¶ 11, 
    392 P.3d 861
     (citation and internal quotation marks omitted).
    ¶20 The district court articulated two alternative bases for
    striking the Declaration. First, it determined that the Declaration
    violated “case law which disallows affidavits made after sworn
    testimony which contradicts that testimony.” “The general rule
    in Utah is that an affiant may not raise an issue of fact by his
    own affidavit which contradicts his deposition, unless he can
    provide an explanation of the discrepancy.” Gaw v. Department of
    Transp., 
    798 P.2d 1130
    , 1140 (Utah Ct. App. 1990) (citation and
    internal quotation marks omitted). Appellants argue that this
    rule cannot be applied in the present case, because it applies
    only when a party “takes a clear position in a deposition.” See
    Webster v. Sill, 
    675 P.2d 1170
    , 1172–73 (Utah 1983). Because
    Duane Jr. denied having knowledge of facts supporting the
    complaint in his deposition, Appellants assert that he took no
    clear position. The court determined that such a denial is a clear
    position and concluded that the result urged by Appellants was
    contrary to the intent of Webster, concluding, “A person cannot
    avoid being deposed and avoid answering questions by claiming
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    no knowledge, only to subsequently file a self-serving affidavit
    in order to avoid summary judgment.” It is unnecessary for us to
    resolve the question of whether claiming no knowledge may
    constitute a “clear position” under Webster, because we
    ultimately agree with the second basis for the district court’s
    decision—that “the Declaration does not provide facts on the
    pertinent issues, but merely the opinions of Duane Boren Jr.”
    ¶21 “An affidavit or declaration used to support or oppose a
    motion [for summary judgment] must be made on personal
    knowledge, must set out facts that would be admissible in
    evidence, and must show that the affiant or declarant is
    competent to testify on the matters stated.” Utah R. Civ. P.
    56(c)(4). In his declaration, Duane Jr. made a number of
    assertions that appear to be based on “information and belief”
    rather than personal knowledge, such as his assertion that David
    “used the assets of the Family Trust to purchase . . . items for
    personal use.” See Walker v. Rocky Mountain Recreation Corp., 
    508 P.2d 538
    , 542 (Utah 1973) (“Statements made merely on
    information and belief will be disregarded.”). Duane Jr. cited no
    facts in support of his assertion that the items in question were
    purchased for David’s personal use rather than for the benefit of
    the farm. He attempted to support his assertion by referring to a
    ledger of farm expenses, but there is no indication in this ledger
    that the items in question were purchased for David personally;
    Duane Jr. simply assumed that certain items, by their nature,
    must have been personal.
    ¶22 Duane Jr. also offered opinions regarding the farm’s
    finances that went beyond the realm of permissible lay witness
    testimony. See Utah R. Evid. 701 (providing that opinion
    testimony by lay witnesses is permitted only to the extent that it
    is “(a) rationally based on the witness’s perception; (b) helpful to
    clearly understanding the witness’s testimony or to determining
    a fact in issue; and (c) not based on scientific, technical, or other
    specialized knowledge”). For example, he opined, based on his
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    review of the tax returns from 2008 to 2014 and the accountings,
    that the farm consistently operated “at a substantial loss,” that
    those losses were the result of David using the Trust to pay the
    farm expenses while he pocketed farm profits, and that David’s
    bookkeeping had been “sloppy and incomplete.” Such
    conclusions are beyond the “ken of the average bystander” and
    thus exceed the scope of permissible lay opinion testimony. See
    State v. Rothlisberger, 
    2006 UT 49
    , ¶ 34, 
    147 P.3d 1176
    .
    ¶23 Further, nothing in the Declaration created an issue of
    material fact that could have precluded summary judgment.
    Duane Jr. asserted that David paid himself for labor on the farm,
    that the farm leased equipment from David, and that he allowed
    his personal cattle to graze on the farm. None of these facts,
    without more, support Appellants’ claims of malfeasance. There
    is nothing inherently inappropriate about David paying himself
    for labor he performed on behalf of the farm or leasing
    equipment to the farm. Similarly, there is nothing inherently
    inappropriate about grazing his cattle on the farm in which he
    owned a 25% interest. “An affidavit that merely reflects the
    affiant’s unsubstantiated opinions and conclusions is insufficient
    to create an issue of fact,” Smith v. Four Corners Mental Health
    Center, Inc., 
    2003 UT 23
    , ¶ 50, 
    70 P.3d 904
     (citation and internal
    quotation marks omitted), and is therefore inadmissible, see
    Cabaness v. Thomas, 
    2010 UT 23
    , ¶ 33, 
    232 P.3d 486
     (“Affidavits
    reflecting an affiant’s unsubstantiated conclusions and opinions
    are inadmissible.”); accord Brown v. Jorgensen, 
    2006 UT App 168
    ,
    ¶ 20, 
    136 P.3d 1252
    . Thus, the district court did not exceed its
    discretion in striking the affidavit.
    III. Summary Judgment
    ¶24 Appellants next contend that the district court erred in
    granting Appellees’ motion for summary judgment on
    Appellants’ claims for breach of trust, breach of fiduciary duty,
    accounting, and declaratory judgment. “Summary judgment is
    appropriate only when there is no genuine issue of material fact
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    and the moving party is entitled to judgment as a matter of law.”
    Mountain West Surgical Center, LLC v. Hospital Corp. of Utah, 
    2007 UT 92
    , ¶ 10, 
    173 P.3d 1276
    . In reviewing the district court’s grant
    of summary judgment, we “view[] the facts and all reasonable
    inferences drawn therefrom in the light most favorable to the
    nonmoving party.” Orvis v. Johnson, 
    2008 UT 2
    , ¶ 6, 
    177 P.3d 600
    (citation and internal quotation marks omitted).
    ¶25 Appellants’ breach of trust and breach of fiduciary duty
    claims alleged that Appellees had commingled their personal
    property with the Trust property “to their own personal gain but
    to the detriment of the qualified beneficiaries,” that they had
    engaged in self-dealing, that they had failed to invest the Trust
    assets and property prudently, and that they had failed to keep
    adequate records, provide adequate accounting, or communicate
    with Appellants “regarding the administration of the Trust.” We
    agree with the district court that Appellants failed to raise a
    genuine issue of material fact with respect to these assertions.
    ¶26 First, Appellants failed to present evidence that Appellees
    commingled their property with the Trust property to the
    detriment of Appellants. In their depositions, each Appellant
    conceded that there was no evidence of commingling. Although
    Duane Jr. asserted that David had grazed his cattle on the farm,
    Appellants failed to present any evidence demonstrating that
    David did so at the Trust’s expense. When asked about this in an
    interrogatory, David indicated that both he and “other family
    members” ran livestock on the farm at various times over the
    years and stated that “[t]he [T]rust was annually compensated
    for the use of its interest in the property.” Further, the fact that
    David used the farm to graze his cattle does not alone suggest
    unlawful commingling or any detriment to the Trust
    beneficiaries, particularly given that he personally held a 25%
    interest in the farm.
    ¶27 Similarly, Appellants’ assertion that David used Trust
    assets to purchase items for himself lacks support. Appellants
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    assert that David “used the assets of the Family Trust to
    purchase other items for his personal use, including but not
    limited to[:] 4 wheelers, camp trailers, motorbikes and
    snowmobiles.” The document on which Appellants rely in
    support of this assertion is a page from a ledger showing Trust
    expenditures in the fall of 2010. The ledger does not indicate the
    purchase of camp trailers, motorbikes, or snowmobiles. It does
    show a down payment for a four-wheeler. This record merely
    indicates that the four-wheeler was purchased by the Trust, and
    there is no evidence to indicate that it was not actually
    purchased for the Trust’s benefit. Appellants blame their failure
    to support their claim on Appellees’ failure to keep adequate
    records. But there is not even a hint in the evidence that more
    complete records would have shown that the four-wheeler, or
    any other personal property, was purchased by the Trust for
    David’s personal benefit.
    ¶28 Further, Appellants concede that “the commingling of
    assets is permitted if the Trustee maintains adequate records.”
    Although Appellants claim that “there is no evidence that David
    Boren kept any records to maintain the separate identity of the
    Trust property from his own,” they admitted during their
    depositions that they had not reviewed the accountings and tax
    returns provided to them and that they did not have any
    evidence to support their claim regarding David’s allegedly
    inadequate recordkeeping. Appellants’ bare assertions on this
    issue are insufficient to create an issue of fact regarding whether
    Appellees unlawfully commingled assets or whether they kept
    adequate records of any commingling. See Kitchen v. Cal Gas Co.,
    
    821 P.2d 458
    , 461 (Utah Ct. App. 1991) (“[A] party may not
    merely rely on bald assertions . . . to overcome a motion for
    summary judgment.”).
    ¶29 Appellants’ assertion that Appellees engaged in self-
    dealing similarly suffers from a lack of evidentiary support. “A
    trustee has a duty of loyalty to the beneficiaries of a trust.”
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    Wheeler ex rel. Wheeler v. Mann, 
    763 P.2d 758
    , 759 (Utah 1988).
    That duty of loyalty “requires the trustee to administer the trust
    solely in the interest of the beneficiary.” Id. at 760 (citation and
    internal quotation marks omitted). “As such, a trustee is not
    permitted to engage in self-dealing, or to place himself in a
    position where it would be for his own benefit to violate his duty
    to the beneficiaries.” Id. (citation and internal quotation marks
    omitted). Appellants’ only argument for self-dealing appears to
    rest on the fact that David took a salary as compensation for his
    work on the farm and leased his personal equipment to the farm.
    These facts alone do not support an allegation of self-dealing,
    and all four Appellants admitted in their depositions that they
    had no facts to support such an allegation. In fact, Sharrol
    indicated that she thought David’s salary of $1,200 per month
    was “fine.” All Appellants likewise indicated that they lacked
    any facts to support a claim that Appellees had failed to
    prudently manage the Trust.
    ¶30 Appellants also alleged that Appellees failed to provide
    them an accounting to which they were entitled “with respect to
    the administration of the Trust.” But the Trust requires only that
    the trustee provide an accounting to “income beneficiaries.” The
    only income beneficiary was Sherron. Thus, Appellants were not
    entitled to an annual accounting under the terms of the Trust. To
    the extent that Appellants may have been entitled to an
    accounting under Utah law, Appellees incurred no obligation to
    provide such an accounting until Appellants requested it in
    2012, at which point it was provided. See 
    Utah Code Ann. § 75-7
    -
    303(3) (Michie 1993) (“Upon reasonable request, a beneficiary is
    entitled to a statement of the accounts of the trust annually . . . .”
    (emphasis added)); 
    id.
     § 75-7-811(3) (LexisNexis Supp. 2017) (“A
    trustee shall send to the qualified beneficiaries who request it, at
    least annually . . . , a report of the trust property . . . .” (emphasis
    added)). Thus, there is no evidence to support Appellants’
    allegations that Appellees failed to account or communicate.
    And contrary to their vague assertions that the accounting was
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    incomplete, Appellants admitted in their depositions that they
    lacked evidence to support this claim. Indeed, Appellants
    indicated that they had not even reviewed the accountings and
    documents provided to them.
    ¶31 Finally, Appellants assert that the district court should not
    have granted summary judgment on their request for
    declaratory judgment. But this assertion rests solely on
    Appellants’ challenges to the district court’s ruling on their other
    claims. Because we have determined that the district court did
    not err in granting summary judgment on those claims, we need
    not further address the declaratory judgment claim.
    IV. Attorney Fees
    ¶32 Appellants next contend that the district court improperly
    granted Appellees’ motion for attorney fees. In the district court,
    Appellees requested their attorney fees pursuant to Utah Code
    section 75-7-1004, which provides, “In a judicial proceeding
    involving the administration of a trust, the court may, as justice
    and equity may require, 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.”
    
    Utah Code Ann. § 75-7-1004
    (1) (LexisNexis Supp. 2017). The
    district court awarded attorney fees and costs to Appellees after
    reviewing several factors enumerated in Shurtleff v. United Effort
    Plan Trust, 
    2012 UT 47
    , 
    289 P.3d 408
    , “that courts should
    consider when determining whether justice and equity warrant
    an award of costs and expenses.” Id. ¶ 23 (identifying five non-
    exclusive factors).
    ¶33 On appeal, Appellants do not challenge the basis for the
    district court’s award of attorney fees to Appellees. Indeed,
    Appellants concede that the district court “used the appropriate
    factors under Shurtleff.” Appellants merely assert that the district
    court’s attorney fees award should be reversed only if this court
    reverses the district court’s order striking the Declaration and
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    granting summary judgment in favor of Appellees. Because we
    have concluded that the district court did not abuse its discretion
    in excluding the Declaration and did not err in granting
    summary judgment to Appellees, we need not address this
    argument further.
    ¶34 Finally, Appellees contend that they should be awarded
    their attorney fees and costs incurred on appeal. “[W]hen a party
    who received attorney fees below prevails on appeal, the party is
    also entitled to fees reasonably incurred on appeal.” Austin v.
    Bingham, 
    2014 UT App 15
    , ¶ 33, 
    319 P.3d 738
     (alteration in
    original) (citation and internal quotation marks omitted).
    Appellees received attorney fees below and have prevailed on
    appeal. Accordingly, we award Appellees their reasonable fees
    incurred on appeal in an amount to be determined by the district
    court on remand.
    CONCLUSION
    ¶35 We conclude that Appellants have standing to bring their
    claims. We also conclude that the district court did not exceed its
    discretion in striking the Declaration and did not err in granting
    summary judgment in favor of Appellees. We therefore affirm
    the district court’s ruling and remand for the limited purpose of
    permitting the district court to calculate Appellees’ fees
    reasonably incurred on appeal.
    20160145-CA                    15               
    2017 UT App 232