Estate of Romero

Colorado Court of Appeals·Decided August 21, 2025·No. 24CA1606 & 25CA0693·Unpublished

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.

¶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).

¶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

(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.

¶ 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

preserve the issue. To the contrary, addressing the merits of the issue would subvert justice because she explicitly waived it. ¶ 13 “Waiver is the intentional relinquishment of a known right or privilege.” Dep’t of Health v. Donahue, 690 P.2d 243, 247 (Colo. 1984). Waiver extinguishes error and precludes appellate review, even for plain error. People v. Rediger, 2018 CO 32, ¶ 40. ¶ 14 Before the hearing, Sandra and Matthew filed a joint stipulation indicating the parties’ stipulated points of agreement.2 Therein, Sandra stipulated that “[the] [d]ecedent’s will does not describe the distributions of the assets in her estate. When a will fails to dispose of assets, the intestate statutes control.” She also stipulated that “[the decedent’s] assets would be distributed into four shares, one for each child.” In doing so, she made an unequivocal judicial admission that the will didn’t devise all the decedent’s assets to her. Calvert v. Mayberry, 2019 CO 23, ¶ 18 (“A judicial admission is a formal, deliberate declaration which a party or his attorney makes in a judicial proceeding for the purpose of dispensing with proof of formal matters or of facts about which

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