Estate of Alfonso Francisco Escamilla

Superior Court of Guam·Decided October 28, 2019·No. PR0131-13·Unknown

Opinion

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SUPERIOR COURT OF GUA7 5

IN THE SUPERIOR COURT 8 OF GUAM

9 ) Probate Case No. PRO13Y-13

10 IN THE MATrER OF THE ESTATE ) 11 Of

12 ALFONSO FRANcIsco ESCAMILLA, ) DECISION & ORDER 13 Deceased. ) 14

15 INTRODUCTION 16

17 This matter came before the Honorable Michael J. Bordallo on the Majority Heirs’

18 Motion for Reconsideration and Request for Trial on Contested Issue. Attorney Cynthia Ecube

19 is the Administratrix for the Estate of Alfonso Francisco Escamilla. Attorney Jacqueline Terlaje 20 represents heirs Lawrence P. Escamilla, Andrew Escamilla, Alfonso J. Escamilla, Giana 21 Escamilla, Gemma Babauta, Patrick Escamilla, Julia McDonald, Lorena Cabrilo, Joanna 22

23 McDonald, and Brianna McDonald (“Majority Heirs”). Attorney Georgette Concepcion

24 represents heirs Lenora McGeough, Rosalina Wirkkunen, CarmenAnne McGeough, Brendan 25 McGeough, Jacqueline Yu, and Benedict Reyes (“Remaining Heirs”). Having reviewed the 26 moving papers, arguments, record, and applicable law, the Court issues the following Decision 27

28 and Order DENYING the Majority Heirs’ Motion.

Page 1 of 8 1 BACKGROUND 2 This matter arises out of Administratrix Cynthia Ecube’s Petition for Preliminary 3 Distribution filed December 1, 2017. In the Petition, the Administratrix requested that the 4 Court grant a preliminary distribution of a portion of the monetary proceeds held in the Estate’s

6 bank account to the seventeen heirs in accordance with the decedent’s will. The Administratrix

proposed a cash distribution of $20,000.00 to each heir, for a total distribution of $340,000.00. $ Additionally, the Admimstratnx argued that certain heirs — Lawrence Escamilla, Patrick 9 Escamilla, Andrew Escamilla, and Julia McDonald — have received advancements from rental 10

payments collected from the Escamilla Apartments and other rental properties. The

12 Administratrix therefor proposed that these heirs should not receive the full $20,000.00 13 preliminary distribution, but should be credited for the sums they have already received. 14 On May 3, 2018, the Court issued a Decision and Order “(the May 3 Decision”) in 15 which it found that certain payments totaling to the amount of $70,885.84 were paid to 16 17 Lawrence after the death of decedent and using Estate funds, and such payments therefore

1$ required the Court’s approval. Dec. and Order, pg. 6. Because the Court did not approve these 19 payments, they constitute a preliminary distribution to Lawrence. Id. Thus, any distribution 20 made to Lawrence will be offset by such prior payments. Id. The Court further found that the 21 payments to Andrew, Patrick, and Julia were not advancements. Id. at 5-6. The Court ordered 22 23 $20,000.00 be paid to all of the heirs except Lawrence. Id. at 7. The Majority Heirs now move

24 for the Court to reconsider its decision. 25 ISSUES 26 1. Whether the Motion for Reconsideration has been filed in a timely manner. 27

2$ 2. Whether the May 3 Decision was manifestly unjust and clearly erroneous because the

Page 2 of $ Court failed to consider whether the management fees and expenses paid to Lawrence 2 were debts of the Estate. 3 FACTS 4

5 1. Alonso Francisco Escamilla along with his wife Carmen Palomo Escalmilla, amassed

6 real property during their lifetimes for the purpose of leasing the properties to generate

rental income. $ 2. During Alonso’s lifetime, Lawrence Escamilla was responsible for managing the rental

properties on behalf of Alonso, which involved the collection of rent, preparing monthly

spreadsheets of amounts received, maintenance and repair of rental properties, yard

12 maintenance and trash disposal, in addition to other duties related to tenant demands. 13 Alfonso passed away on July 7, 2013. He left a will that was submitted to the Court on 14 September 26, 2013 and a codicil to that will which was submitted to the Court on 15 October 4, 2013. 16

17 4. The codicil contained a residuary clause through which Alonso devised the residue of

18 his estate to the following beneficiaries in equal shares: Lawrence Escamilla, Lenora E. 19 McGeough, Rosalina Escamilla Wirkkunen, Julia Escamilla McDonald, CarmenAnne 20 Escamilla McGeough, Brendan J. McGeough, Benedict J. Escamilla Reyes, Jacqueline 21 Escamilla Reyes Yu, Rena B. Escamilla McDonald, Joanna R. Escamilla McDonald, 22

23 Brianna A. Escamilla McDonald, Alfonso J. Marston Escamilla, Patrick Lawrence

24 Marston Escarnilla, Andrew Steven Marston Escamilla, Gemma Rose Marston 25 .

Escamilla, Gianna Marie Marston Escamilla, and “The Christian Endo Supplemental 26 Special Needs Trust.” 27

Page 3 of 8 1 5. Following Alonso’s death, Lawrence continued to manage the rental properties of the 2 Estate, and from the collected rent he took a monthly stipend of $1,500.00 as

“Management Gratuity.” 4 6. On June 13, 2016, the Court issued an Order after Hearing which ordered that Estate

6 Co-Administrator Giana Escamilla deposit all rental proceeds and monies collected

from the Escamilla Apartments each month into the Estate’s bank account. The Court 8 further ordered that Co-Administrator Escamilla was to pay all proper expenses and 9 costs associated with the Escamilla Apartments from the Estate’s bank account. 10

7. On November 23, 2016, the Court held Co-Administrator Giana Escamilla in contempt

12 for violating the June 13 Order after Hearing. The finding of contempt was based upon

Giana’s failure to deposit rental proceeds into the Estate’s bank account and failure to 14 pay maintenance expenses from the Estate’s bank account. 15 8. On December 1, 2017, Administratrix filed a Petition for Preliminary Distribution, 16 17 requesting that the Court grant a preliminary distribution of a portion of the monetary

18 proceeds held in the Estate bank account to the seventeen heirs in accordance with the 19 decedent’s will. Administratrix sought a cash distribution of $20,000.00 to each heir, 20 but argued that Lawrence, Patrick, Andrew, and Julia had already received 21 advancements from rental payments and therefore should not receive the full 22 23 $20,000.00. 24 9. On January 26, 2018, the Majority Heirs filed their Non-Objection to Preliminary 25 Distribution and Objection to Determination of Advancement. The Majority Heirs 26 objected to the Administratrix’s position that the amounts received by Lawrence, 27

28 Patrick, Andrew, and Julia were intended as advancements. As for the amounts paid to

Page 4 of $ 1 Lawrence, the Majority Heirs argued that the amounts were “Management fees and/or 2 Management Gratuity” and therefore should be categorized as expenses of the Estate as 3 opposed to advancements to an heir. 4 10. On May 3, 2018, the Court issued a Decision and Order on Administratrix’s Petition for

6 Preliminary Distribution. The Court held that the payments conveyed to Andrew,

• Patrick, and Julia were not intended as advancements. However, the Court further held 8 that payments amounting to $70,885.84 paid to Lawrence as “Management fees” were

paid after the death of the decedent, and therefore the Court’s approval was necessary. 10

The Court did not approve those payments and they were therefore preliminary

12 distributions to him. Any future distributions to Lawrence must therefore be offset by 13 the amount of the preliminary distributions. 14 PRINCIPLES OF LAW 15 The Majority Heirs seek reconsideration under Guam Rule of Civil Procedure 59. A 16 17 court may reconsider a prior order only on the grounds of (1) a material difference in fact or

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