In RE ESTATE OF McCREATH

240 P.3d 413, 2009 Colo. App. LEXIS 1962, 2009 WL 4981894
CourtColorado Court of Appeals
DecidedDecember 24, 2009
Docket09CA0222
StatusPublished
Cited by16 cases

This text of 240 P.3d 413 (In RE ESTATE OF McCREATH) 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
In RE ESTATE OF McCREATH, 240 P.3d 413, 2009 Colo. App. LEXIS 1962, 2009 WL 4981894 (Colo. Ct. App. 2009).

Opinion

Opinion by

Judge ROY.

Charlotte M. Ritchey (daughter) appeals the trial court's order granting a motion for determination of questions of law and ruling that a last will and testament (will) executed by Hazel I. MceCreath (mother) did not presently revoke the Hazel I. MceCreath Revocable Trust dated July 11, 1992 (the trust); and that a quitclaim deed issued by mother alone as trustee of the trust on March 18, 2001, conveying the family farm and unrelated mineral interests was ineffective to transfer *416 the real property out of the trust. Daughter also contends that the trial court erred in entering the order in a manner procedurally contrary to the trial court's modified case management order and without hearing evidence as to whether mother intended to revoke the trust by issuing the quitclaim deed. We affirm.

I. The Documents

Three documents are germane to the issues on appeal.

The first is a trust agreement dated July 11, 1992, which was executed by mother as settlor, and which designated both mother and daughter as trustees. The trust corpus consists of the family farm, including appurtenant mineral interests, and the trust agreement provides that upon termination the trust estate is to be divided equally among mother's three children. The July 11, 1992 trust agreement amends a November 8, 1989 trust agreement for the apparent purpose of naming daughter as co-trustee replacing mother's husband, who was deceased.

As pertinent here, the trust provides:

[Mother] reserves the right at any time or times to ... revoke ... this Trust, in whole or in part, or any provision thereof, by an instrument in writing signed by [mother] and delivered to Trustees.... If this Trust is revoked in its entirety, the revocation shall take effect upon the delivery of the required writing to Trustees. On the revocation of this Trust in its entirety, Trustees shall pay or transfer to [mother] as [mother] shall direct in the instrument of revocation, all of the trust estate.
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A majority of all fiduciaries in office at the time must coneur in decisions except where Settlor had expressly placed discretion in one of them.

The second document is a recorded quitclaim deed dated March 13, 2001, executed by mother alone as a trustee of the trust, and conveying the family farm and unrelated mineral interests to daughter, individually free and clear of the trust.

The third is a handwritten document (mother's will), which was executed May 25, 2005, and, which, for the purposes of this appeal, is presumed to be mother's last will and testament. Mother's will was handwritten by an attorney, was executed by mother, and was witnessed by the attorney and a nurse. It has mother's name at the top and has no characterization of the instrument, and the text consists of four bullet paragraphs, which state as follows:

e revoke all prior wills and trusts
egive personal property (contents of house) to children in equal shares. children choose what they want to take. all others sold and placed in the residuary. e residuary distributed. after expenses. debts + taxes, to:
-Charlotte Mae Ritchy-80%
-Eiton Ray McCreath-10%
-Milford Lee McCreath-10%
e trustee [sic] Personal Representative (executor) shall be non-family member. if none can be found to appoint then Charlotte Mae Ritchy

There is no dispute that mother's will was delivered to daughter, and there are allegations that a more formal document was prepared but never executed by mother. Mother passed away over a year after signing the will.

Milford and Elton McCreath (collectively, sons) commenced an action seeking declaratory judgment as to the validity and legal effect of certain documents, including those above-described, and alleging claims against daughter for breach of fiduciary duty, conversion, civil theft, an accounting, and constructive trust. Later, daughter filed for formal probate of mother's will. The sons subsequently entered the probate case as interested parties.

After consolidating the "estate plan" issues for trial, the trial court issued a modified case management order (MCMO) providing for a jury trial on the validity of mother's will, and a bench trial on the question whether the will revoked the trust at the time it was executed and delivered to daughter. The remaining claims were stayed for future determination.

*417 Following this MCMO, sons filed a motion for determination of two questions of law under C.R.C.P. 56(h): (1) whether the signature of mother as trustee of the trust on the quitclaim deed alone was effective to transfer the trust assets to daughter individually free and clear of the trust; and (2) whether the trust could be revoked by mother's will at the time it was executed and delivered to daughter.

The court concluded, in an extended, detailed, and well-reasoned order (the order), that the signature of mother alone, as trustee, on the quitclaim deed was ineffective to transfer the trust assets to daughter free of the trust. It also concluded that mother's will did not revoke the trust at the time of its execution and delivery to daughter as co-trustee of the trust. Subsequently, it issued a C.R.C.P. 54(b) order certifying its C.R.CP. 56(h) order as final, finding "that there is no just reason for delay," and "direct[ing] entry of judgment in accordance with its order."

IL Jurisdiction

An appeal to this court generally may only be taken from a final judgment of the trial court. CAR. 1(a). A final judgment is one that ends the particular action and leaves nothing more for the trial court to do to completely determine the rights of parties. See, e.g., E.O. v. People in Interest of C.O.A., 854 P.2d 797 (Colo.1993). C.R.C.P. 54(b) provides an exception whereby a trial court may direct the entry of final judgment as to fewer than all of a party's claims, but only if (1) the decision certified resolves an entire claim for relief; (2) the decision certified is final in the sense of an ultimate disposition of an individual claim; and (3) there is no just reason for delay. Lytle v. Kite, 728 P.2d 305, 308 (Colo.1986); In re Estate of Scott, 119 P.3d 511, 514 (Colo.App.2004), aff'd, 136 P.3d 892 (Colo.2006).

The motion that led to the order on appeal was denominated as a motion for determination of questions of law pursuant to C.R.C.P. 56(h). As both sons and daughter acknowledge, the purpose of a C.R.C.P. 56(h) motion is to "allow the court to address issues of law which are not dispositive of a claim (thus warranting summary judgment)." Board of County Comm'rs v. United States, 891 P.2d 952, 963 n. 14 (Colo.1995) (emphasis added) (quoting 5 Robert Hardaway & Sheila Hyatt, Colorado Civil Rules Anmotated § 56.9 (1985)). Thus, by definition, a true C.R.C.P. 56(h) order, without more, is not subject to C.R.C.P. 54(b) certification.

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Cite This Page — Counsel Stack

Bluebook (online)
240 P.3d 413, 2009 Colo. App. LEXIS 1962, 2009 WL 4981894, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mccreath-coloctapp-2009.