Estate of Romero

CourtColorado Court of Appeals
DecidedAugust 21, 2025
Docket24CA1606 & 25CA0693
StatusUnpublished

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Bluebook
Estate of Romero, (Colo. Ct. App. 2025).

Opinion

24CA1606 & 25CA0693 Estate of Romero 08-21-2025

COLORADO COURT OF APPEALS

Court of Appeals Nos. 24CA1606 & 25CA0693 Adams County District Court No. 21PR4 Honorable Sara S. Price, Magistrate

In re the Estate of Mary A Romero, a/k/a Mary Angie Romeo, a/k/a Mary Angelina Romero, a/k/a Marie Angelina Romero, a/k/a Angie Romero, deceased.

Sandra A. Romero,

Appellant,

v.

Matthew Romero, Personal Representative of the Estate of Phillip G. Romero,

Appellee.

ORDERS AFFIRMED AND CASE REMANDED WITH DIRECTIONS

Division I Opinion by JUDGE J. JONES Moultrie and Graham*, JJ., concur

NOT PUBLISHED PURSUANT TO C.A.R. 35(e) Announced August 21, 2025

Joshua Moses, Morrison, Colorado, for Appellant

Solem, Woodward and McKinley, P.C., Zachary F. Woodward, Stephanie T. Schrab, Englewood, Colorado, for Appellee

*Sitting by assignment of the Chief Justice under provisions of Colo. Const. art. VI, § 5(3), and § 24-51-1105, C.R.S. 2024. ¶1 In this probate case, Sandra A. Romero appeals the district

court magistrate’s order removing her as personal representative of

Mary A. Romero’s estate and ordering her to pay compensatory

damages to Mary Romero’s and Phillip G. Romero’s estates.1 She

also appeals the magistrate’s order awarding attorney fees to

Phillip’s estate. We affirm both orders.

I. Background

¶2 The decedent was survived by her four children: Phillip,

Sandra, Steve, and Kenny. She had nominated Sandra as the

executor of her estate in her last will and testament. The district

court appointed Sandra as the estate’s personal representative.

¶3 About a month after the decedent died, the district court

granted Sandra’s petitions to become Phillip’s emergency guardian

and special conservator because he had been in a coma for about

two months. After Phillip recovered several months later, Sandra

voluntarily terminated the guardianship and conservatorship.

1 For clarity’s sake, we will refer to Mary Romero as the decedent,

Mary, or mother, and refer to the other Romeros by their first names. We don’t intend any disrespect by doing so.

1 ¶4 But Phillip became suspicious of Sandra’s actions as his

guardian and conservator. For instance, Sandra had transferred

the title of a pickup truck, titled in his name, to herself for no

consideration. Sandra later explained during the hearing on the

motion to remove her as personal representative that her mother

had thought Phillip was going to die and therefore gave the truck to

her. Though Sandra testified that her mother and Phillip jointly

owned the truck, it was titled in Phillip’s name. And although

Sandra transferred the truck’s title back to Phillip after he

recovered, he remained concerned that she had done similar things

with other property of his while he was in a coma.

¶5 About two years after his coma, Phillip died. The district court

appointed Matthew, Phillip’s only son, as the personal

representative of Phillip’s estate. Sandra prevented Matthew from

accessing vehicles belonging to Phillip’s estate, and she threatened

to sell them unless Matthew paid her “storage fees” for holding the

vehicles. Matthew also found out that Sandra was trying to sell the

decedent’s house, in which Phillip had owned a three-quarters

interest (after paying Steve and Kenny for their quarter interests).

2 ¶6 After reviewing Phillip’s estate and learning of Sandra’s actions

as the decedent’s personal representative, Matthew, on behalf of

Phillip’s estate, petitioned the court for the immediate suspension of

her role as personal representative of the decedent’s estate and for

an order directing Sandra to deposit money belonging to the

decedent’s estate into the court registry, permanently removing

Sandra as personal representative for breach of fiduciary duty, and

surcharging and assessing sanctions against Sandra for her

breaches of her fiduciary duty. Much of the petition focused on

Sandra’s alleged taking of all the decedent’s estate’s assets,

notwithstanding that Mary’s will didn’t say how those assets should

be distributed, and, therefore, the assets were to be distributed

equally among the four siblings. As well, the petition claimed that

Sandra had paid herself from the estate for unnecessary or

nonexistent services. The district court immediately suspended

Sandra as personal representative and ordered a hearing to be set

on the remainder of Matthew’s petition.

¶7 At the hearing, the magistrate assigned to the case heard

testimony from Sandra (appearing pro se), Matthew, and other

witnesses. After both Sandra (still appearing pro se) and Matthew

3 (through counsel) submitted written closing arguments, the

magistrate entered a written order permanently removing Sandra as

the decedent’s personal representative, surcharging and

sanctioning her for breaching her fiduciary duty, and awarding

Phillip’s estate attorney fees. The magistrate later determined the

reasonable amount of attorney fees awarded.

II. Appeal of the Removal Order

¶8 Sandra contends that the magistrate (1) misinterpreted the

decedent’s will; (2) improperly excluded evidence based on a

misinterpretation of the “Dead Man’s Statute”; and (3) exhibited

actual bias against her. We consider and reject these contentions

in turn.

A. Construction of Decedent’s Will

¶9 Sandra contends that the magistrate erroneously construed

the decedent’s will as ambiguous with respect to distribution of the

estate’s assets when, she says, it unambiguously devised to her the

decedent’s entire estate, including full ownership of the decedent’s

house and the truck. We conclude that Sandra not only failed to

preserve this contention, she also waived it.

4 ¶ 10 Matthew argues that Sandra failed to preserve this issue for

appeal because she never raised it with the magistrate. In

response, Sandra seemingly concedes that she didn’t preserve the

issue but asks us to review her unpreserved contention because

addressing it is “necessary to prevent manifest injustice.” See In re

Estate of Ramstetter, 2016 COA 81, ¶ 73.

¶ 11 We generally don’t address issues raised for the first time on

appeal. Gestner v. Gestner, 2024 COA 55, ¶ 18. But we may, in

our discretion — “‘very rarely’ and only ‘where necessary to prevent

manifest injustice’” — review unpreserved claims of error.

Ramstetter, ¶ 73 (quoting JW Constr. Co. v. Elliott, 253 P.3d 1265,

1271 (Colo. App. 2011)); see Robinson v. Colo. State Lottery Div.,

179 P.3d 998, 1008-09 (Colo. 2008) (“[A]ppellate courts also have

the discretion to notice any error appearing of record, whether or

not a party preserved its right to raise or discuss the error on

appeal.” (citing C.A.R. 1(d))).

¶ 12 We aren’t persuaded that reviewing Sandra’s unpreserved

contention on the merits is necessary to prevent manifest injustice.

Nothing in the record shows the sort of extraordinary

circumstances that would justify overlooking Sandra’s failure to

5 preserve the issue.

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