Estate of Schmier

2025 COA 19, 568 P.3d 35
CourtColorado Court of Appeals
DecidedFebruary 20, 2025
Docket24CA0261
StatusPublished

This text of 2025 COA 19 (Estate of Schmier) is published on Counsel Stack Legal Research, covering Colorado Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Schmier, 2025 COA 19, 568 P.3d 35 (Colo. Ct. App. 2025).

Opinion

The summaries of the Colorado Court of Appeals published opinions constitute no part of the opinion of the division but have been prepared by the division for the convenience of the reader. The summaries may not be cited or relied upon as they are not the official language of the division. Any discrepancy between the language in the summary and in the opinion should be resolved in favor of the language in the opinion.

SUMMARY February 20, 2025

2025COA19

No. 24CA0261, Estate of Schmier — Probate — Formal Closure of Testate Estate

The division concludes as a matter of first impression that

either section 15-12-1001 or 15-12-1002, C.R.S. 2024, may apply

to a request for formal closure of a testate estate when no person

has challenged the validity of the decedent’s will. To determine

which section applies, a court must consider (1) whether the

request for formal estate closure also includes a request to

adjudicate testacy and (2) whether the orders settling the estate

may impact persons other than the estate’s personal representative

or a devisee of the will. If a request for formal estate closure

involves either condition, section 15-12-1001 applies. COLORADO COURT OF APPEALS 2025COA19

Court of Appeals No. 24CA0261 Arapahoe County District Court No. 18PR31210 Honorable C. Apostoli, Magistrate

In re the Estate of Alice K. Schmier, a/k/a Alice Kathleen Schmier, deceased.

Tim Schmier,

Appellant,

v.

Raymond G. Schmier,

Appellee.

ORDERS REVERSED AND CASE REMANDED WITH DIRECTIONS

Division VII Opinion by JUDGE MOULTRIE Lipinsky and Johnson, JJ., concur

Announced February 20, 2025

Law Office of Jennifer S. Gormley, P.C., Jennifer S. Gormley, Steven L. Hill, Greenwood Village, Colorado, for Appellant

S. M. Moran Law Office, P.C., Sheena M. Moran, Littleton, Colorado, for Appellee ¶1 Tim Schmier appeals the magistrate’s orders granting final

settlement of the estate of the decedent, Alice K. Schmier (the

decedent), and discharging the estate’s personal representative,

Raymond G. Schmier. We reverse the magistrate’s orders and

remand the case with directions.

I. Background

¶2 The decedent died on November 7, 2018, leaving behind a will

(the will) that she executed in March 2013. The decedent’s

husband — Raymond — and three adult children, including Tim,1

survived her. As relevant here, the will provided for the

establishment of the “Alice K. Schmier Family Trust” (Family Trust).

The will designated Raymond as the primary beneficiary and trustee

of the Family Trust; in addition, it directed that, upon Raymond’s

death, the balance of the Family Trust be distributed by

representation to the decedent’s descendants.

¶3 On November 26, 2018, Raymond filed an application for

informal probate of the will and requested that he be appointed as

the estate’s personal representative. On December 3, 2018, the

1 Because the parties are related and share the same last name, we

refer to them by their first names. No disrespect is intended.

1 probate registrar entered an order admitting the will to informal

probate proceedings and appointing Raymond as personal

representative. A few days later, Raymond’s attorney filed

information about Raymond’s appointment pursuant to section

15-12-705, C.R.S. 2024, and mailed copies of the information of

appointment to Raymond, Tim, and the decedent’s two other

children.

¶4 Except for a few nonsubstantive filings, the case remained

inactive for five years. But on December 7, 2023, Tim filed a

“Petition for Formal Accounting and Inventory” (petition for

accounting), asserting that the decedent’s estate remained

unadministered and contained unaccounted-for assets. Tim

requested an inventory of and interim accounting for the estate

from December 3, 2018, to the date of his filing.

¶5 On January 9, 2024, Raymond simultaneously filed three

documents: (1) a “Response to Petition for Formal Accounting and

Inventory, Filing of Accounting and Inventory, and Request to

Proceed with Formal Closing”; (2) a “Petition for Final Settlement

Pursuant to [Section] 15-12-1001, C.R.S.” 2024, (the petition for

final settlement); and (3) a “Notice of Hearing Without Appearance

2 on Petition for Final Settlement” (the notice). The notice identified

January 30, 2024, as the date of the hearing without appearance2

(nonappearance hearing). Raymond’s attorney served the notice on

Tim’s attorney.

¶6 The following day, Raymond filed a “Receipt and Release”

indicating that all distributions from the decedent’s estate had been

satisfied in accordance with the Family Trust. A few hours later,

the magistrate entered two orders closing the estate: (1) the “Decree

of Final Discharge Pursuant to [Section] 15-12-1001, 15-12-1002,

or 15-14-431, C.R.S.” 2024, and (2) the “Order for Final Settlement”

(jointly, the estate closing orders).

¶7 Fourteen days after the magistrate issued the estate closing

orders, Tim filed a reply in support of his petition for accounting,

which included an objection to the petition for final settlement. In

addition, Tim requested that the court hold a hearing on the issues

he raised in the petition for accounting.

2 “A hearing without appearance is a setting before or with the court

for a ruling without the appearance of the parties.” C.R.P.P. 24(a). The Colorado Rules of Probate Procedure (the C.R.P.P.) authorize “any appropriate matter” to be set for a hearing without appearance unless “otherwise required by statute, [the C.R.P.P.], or court order.” C.R.P.P. 24(b).

3 ¶8 Before he filed his reply in support of the petition for

accounting (and ten days after the magistrate entered the estate

closing orders), Tim also filed a “Petition to Review Final Magistrate

Order” (petition for review), in which he requested that the district

court set aside the estate closing orders and direct Raymond to file

a “proper” inventory and accounting supported by appropriate

financial documents. Raymond filed a timely response to Tim’s

petition for review. Tim then filed this appeal, alleging that the

magistrate erred by closing the probate estate without a hearing, as

section 15-12-1001 required. The district court didn’t take any

action on Tim’s petition for review because of the pendency of this

appeal.

¶9 Given this procedural posture, we first discuss the legal

principles underlying review of a magistrate’s orders. We next

discuss the legal principles applicable to this probate proceeding.

Finally, after applying those principles to the circumstances of this

case, we conclude that we have jurisdiction to review the estate

closing orders and, after conducting our review, determine that the

magistrate erred by issuing the estate closing orders without first

4 holding a hearing on Tim’s petition for accounting under section

15-12-1001.

II. Appellate Jurisdiction Involving Magistrate Orders in Probate Cases

A. Standard of Review

¶ 10 We review de novo the interpretation of statutes and rules

related to a magistrate’s authority to act in a particular case.

Andrews v. Miller, 2019 COA 185, ¶¶ 6-8. We also review de novo a

court’s interpretation and application of the Colorado Probate Code.

In re Estate of Dowdy, 2021 COA 136, ¶ 9. When a magistrate

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Cite This Page — Counsel Stack

Bluebook (online)
2025 COA 19, 568 P.3d 35, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-schmier-coloctapp-2025.