Ed Richardson and Dianne Nelson v. Estate of Joseph Edmond Berthelot Jr.

CourtAlaska Supreme Court
DecidedJanuary 16, 2013
DocketS13696
StatusUnpublished

This text of Ed Richardson and Dianne Nelson v. Estate of Joseph Edmond Berthelot Jr. (Ed Richardson and Dianne Nelson v. Estate of Joseph Edmond Berthelot Jr.) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ed Richardson and Dianne Nelson v. Estate of Joseph Edmond Berthelot Jr., (Ala. 2013).

Opinion

NOTICE Memorandum decisions of this court do not create legal precedent. A party wishing to cite a memorandum decision in a brief or at oral argument should review Appellate Rule 214(d).

THE SUPREME COURT OF THE STATE OF ALASKA

ED RICHARDSON and ) DIANNE NELSON, ) Supreme Court No. S-13696 ) Appellants, ) Superior Court No. 3HO-08-00004 PR ) v. ) MEMORANDUM OPINION ) AND JUDGMENT* ESTATE OF JOSEPH EDMOND ) BERTHELOT, JR., and ) No. 1448 - January 16, 2013 Personal Representative AMANDA ) BERTHELOT, ) ) Appellees. ) _______________________________ )

Appeal from the Superior Court of the State of Alaska, Third Judicial District, Kenai, Anna M. Moran, Judge.

Appearances: Ed Richardson and Dianne Nelson, pro se, Foresthill, California, Appellants. No appearance by Appellees.

Before: Carpeneti, Chief Justice, Fabe, Winfree, and Stowers, Justices.

* Entered under Alaska Appellate Rule 214. I. INTRODUCTION A married man died, leaving behind a modest estate that included a home in Anchor Point. Prior to his death, his girlfriend had loaned him $10,000, secured by a deed of trust on the home. Following his death, the man’s surviving spouse applied to be and was appointed as personal representative of the estate. The surviving spouse moved to invalidate and vacate the girlfriend’s deed of trust. Before the superior court entered a final judgment on the surviving spouse’s motion, and while an order staying the girlfriend’s scheduled foreclosure sale was in place, the girlfriend proceeded with a foreclosure sale on the home, at which the home was sold to the girlfriend’s caregiver. The surviving spouse moved to invalidate and vacate the trustee’s deed from the foreclosure sale. Before the superior court entered a final judgment on this motion, the girlfriend’s caregiver conveyed his interest in the home via quitclaim deed to a third party purchaser. As an interested party in the probate proceedings, the girlfriend also challenged almost every action of the surviving spouse in her capacity as personal representative. The superior court invalidated and vacated both the girlfriend’s deed of trust and the trustee’s deed from the foreclosure sale. The superior court also denied all of the girlfriend’s other motions and opposition to the probate proceedings. The girlfriend and her caregiver appealed. Because we find no error in the superior court proceedings, we affirm the decisions of the superior court. II. FACTS AND PROCEEDINGS A. Facts Joseph Edmond Berthelot, Jr. (Joseph), died on December 21, 2007, without a will. At the time of his death, he was married to Amanda Gail Berthelot (Amanda), and a consolidated divorce/dissolution proceeding between the Berthelots was pending before the superior court. The Berthelots had married in 1994 and ceased living

-2- 1448 together sometime around May 2006. The superior court did not issue a divorce or dissolution decree prior to Joseph’s death. At the time of his death, Joseph was romantically involved with Dianne Nelson. Nelson moved into Joseph’s Anchor Point home in May 2007, and she continued to live in the Anchor Point home following his death. In March 2007, approximately nine months before Joseph died, Nelson loaned him $10,000. Pursuant to a signed promissory note, the note was due and payable on or before March 31, 2008. The loan was secured by a deed of trust on the Anchor Point home in favor of Nelson and Ronald W. Wright, as trustees of the Eagle’s Nest Irrevocable Family Trust (Eagle’s Nest trust).1 The deed of trust was recorded in the Homer Recording District on October 22, 2007. Amanda did not sign the deed of trust. In April 2008, following Joseph’s death and pending resolution of the probate proceedings, Nelson recorded four notices of default and sale against the Anchor Point home, one of which stated that the home would be sold at public auction on July 15, 2008. Joseph left a relatively modest estate. The personal representative’s final accounting valued the total estate at $50,250.72. A final accounting consisted of three line items: (1) the Berthelots’ Anchor Point home ($47,650.72); (2) home furnishings ($200); and (3) Joseph’s tools ($2,400). B. Proceedings Amanda was appointed as the estate’s personal representative. On June 17, 2008, Amanda filed a motion to confirm disallowance of Nelson’s creditor claim on the Anchor Point home and to terminate the Eagle’s Nest trust’s deed of trust. Two days

1 Wright later resigned as co-trustee of the Eagle’s Nest trust, leaving Nelson as the only trustee.

-3- 1448 later, Amanda moved for an order to stay Nelson’s July 15 foreclosure sale during the pendency of Amanda’s motion to confirm disallowance.2 On June 27, 2008, Amanda filed a Motion to Determine Spousal Allowances and Intestate Share of Estate, in which she requested the court to confirm that “as the surviving spouse of the decedent, she is entitled to the statutory allowances set forth in AS 13.12.402-405, as well as an intestate share of the estate under AS 13.12.102.” Amanda sought “the first $55,000 of the estate to cover her homestead, exempt property, and family allowances.” She also sought “the first $100,000 of the intestate estate, plus one-half of any portion above that sum.” On July 8, 2008, the superior court stayed Nelson’s scheduled foreclosure sale of the Anchor Point home “pending a ruling on the personal representative’s Motion to Confirm Disallowance of Claim and Terminate Deed of Trust.” Nelson was mailed a copy of this order on July 8. On July 15, in violation of the superior court’s stay order, Nelson proceeded with the foreclosure sale. The home was sold to Ed Richardson, described by Nelson as her “caregiver.” Three days later, Nelson executed a trustee’s deed conveying the Anchor Point home to Richardson, which Richardson recorded on August 4, 2008. On August 5, Richardson recorded a lis pendens on the property.3 On

2 Although not at issue in this appeal, Nelson’s creditor claims ultimately were allowed to be submitted to the estate. 3 On August 5, 2008, Richardson filed a § 1983 civil rights action in federal district court regarding the Anchor Point home, which served as the basis for his lis pendens. In an amended federal complaint, filed in September 2008, Richardson named the following individuals and entities as defendants: State of Alaska Superior Court; Amanda Berthelot; Jennifer Wells (the master during these proceedings); Anna Moran (superior court judge during these proceedings); Margaret Murphy (the district court judge in the forcible entry and detainer action against Nelson); Daniel Westerburg (attorney for Amanda); Mike Tennison (Amanda’s father); and the Estate of Edmond (continued...)

-4- 1448 August 11, Nelson executed and recorded an amended trustee’s deed. On August 15, Richardson recorded an amended lis pendens. On August 22, 2008, Amanda moved to invalidate and vacate the trustee’s deeds that resulted from Nelson’s foreclosure sale. Amanda also moved to vacate the lis pendens and to preclude both Nelson and Richardson from additional recording of instruments without court approval. Amanda contended not only that the foreclosure sale to Richardson was void because the superior court “unequivocally prohibited the trustee from conducting the sale by means of its July 8, 2008 order” but also that the sale was voidable because Richardson was not a bona fide purchaser for value. On September 24, 2008, Amanda moved for summary judgment, seeking an order invalidating the Eagle’s Nest trust’s deed of trust. She contended that, because she did not sign the deed of trust conveying an interest in the Anchor Point home to Nelson, she could set aside the conveyance within one year of the date of recording of the deed. On October 20, 2008, Master Jennifer K. Wells filed a Master’s Report and Order Regarding Pending Motions.

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Ed Richardson and Dianne Nelson v. Estate of Joseph Edmond Berthelot Jr., Counsel Stack Legal Research, https://law.counselstack.com/opinion/ed-richardson-and-dianne-nelson-v-estate-of-joseph-edmond-berthelot-jr-alaska-2013.