In Re the Estate of Fields

219 P.3d 995, 2009 WL 2836498
CourtAlaska Supreme Court
DecidedDecember 16, 2009
DocketS-12017, S-12318
StatusPublished
Cited by48 cases

This text of 219 P.3d 995 (In Re the Estate of Fields) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Estate of Fields, 219 P.3d 995, 2009 WL 2836498 (Ala. 2009).

Opinion

OPINION

WINFREE, Justice.

I. INTRODUCTION

Wayne Colyer Fields, an Alaska resident, conveyed real property in Washington to his four adult children. After Fields's death his children engaged in probate litigation over the removal of one of them as personal representative and the intent of the Washington property conveyance. Following post-trial findings, conclusions, and recommendations by the standing master, the superior court denied removal of the personal representative and imposed a constructive trust over the property, ordering Fields's children to convey their interests in the property to a trust referenced in Fields's will. Three of Fields's children appeal on numerous grounds. We affirm the decision denying removal of the personal representative and, with one caveat, the decision imposing the constructive trust over the Washington property-we remand for further proceedings to confirm whether two of Fields's children received due process-compliant post-trial notice and opportunity to be heard before the superior court entered its final order on that issue.

II. FACTS AND PROCEEDINGS

A. Facts

In the 1980s Fields and his wife, Edna Mae, purchased six acres of scenic waterfront property in Washington, where they lived for a few years. Fields and his wife then kept the Washington property for family recreational purposes. Fields had four children: Elizabeth, Joseph, Wayne Jr., and Charles. Following their mother's death, the children became concerned that their father might convey the Washington property outside the family and they convinced him to convey the property to them. Fields transferred the Washington property to his four children in 1987. Whether Fields intended the transfer to be unconditional or in trust for his descendants is at the heart of this case.

Fields died in 1990 at the age of 82. He left a will executed on June 12, 1980, the validity of which has never been challenged. Specific bequests were made to each of the four children, the Fairbanks North Star Borough Library, and Elizabeth's husband. The residuary estate, including real and personal property, was left to "The Wayne Colyer Fields Trust," but apparently no trust document had ever been executed.

Charles was named as executor in the will. Charles filed for informal probate of the will and appointment as personal representative in January 1991. The matter was referred to Standing Master Susan Paterson the same day, and she signed orders for the informal probate of the will and Charles's appointment as personal representative of Fields's estate.

Standing Master Paterson retired and was replaced by Standing Master Alicemary L. Closuit, who gave notice to Charles in May 1996 that absent an objection the estate proceedings would be administratively closed due to inactivity. Superior Court Judge *1000 Ralph R. Beistline administratively elosed the file in October 1997 without discharging Charles as personal representative.

The siblings continued to discuss, and dispute, the status of the Washington property. In 1999 Charles concluded that he should create a trust document for the trust referenced in Fields's will. In 2002 Charles sent a letter to his siblings asking them to execute quitclaim deeds to transfer their interests in the Washington property to the estate so that a trust could be established, the property could be conveyed to it, and the estate could be closed. Elizabeth, Joseph, and Wayne Jr. questioned the need for a conveyance and refused to execute deeds.

B. Procedural History

In December 2003 attorney Barry Donnel-lan entered an appearance on Elizabeth's behalf and filed a motion to re-open the estate proceedings. Donnellan also filed two other documents, each entitled "Joinder in Motion to Re-Open the Case," one signed by Joseph and the other by Wayne Jr. (each of which listed personal addresses and telephone numbers). The joinders were on Don-nellan's pleading paper and stated: "I am a son of Wayne Colyer Fields, deceased. I join in the motion by my sister Elizabeth Jane Cook to re-open this case."

At the same time Donnellan filed a petition on Elizabeth's behalf to remove Charles as personal representative pursuant to AS 13.16.295(a), 1 alleging that Charles had neglected to distribute the estate's interest in real property in Fairbanks, refused to provide information about the estate, and denied Elizabeth access to her father's memorabilia at the Fairbanks residence. Donnellan certified service on Charles, Joseph, and Wayne Jr., including notice of a hearing on the removal petition set for February 20, 2004.

Charles stipulated to the motion to re-open the estate and it was granted in January 2004. The stipulation was signed by Donnel-lan and by Charles's attorney, Cory Borge-son, with certified service on Joseph and Wayne Jr. The order re-opening the estate, signed by Standing Master Cloguit, was distributed only to Donnellan and Borgeson. 2 In light of Judge Beistline's resignation, the proceedings were re-assigned to Superior Court Judge Mark I. Wood; notice to that effect was distributed to Donnellan and Borgeson.

Charles opposed removal as personal representative and asked for leave to conduct discovery and for a trial date. Charles described his three siblings as "the three petitioners" and blamed the delays in estate administration on their unwillingness to cooperate in establishing a trust for the conveyance of Fields's residuary estate. Charles also alleged that when Fields deeded the Washington property to his children, they agreed to hold it in trust and act as co-trustees in managing it, and he asked the court to establish an implied trust if no express trust was found to exist. Charles served his filing on Joseph and Wayne Jr.

Standing Master Closuit held the previously noticed hearing on February 20, 2004. Despite having notice of the hearing, Joseph and Wayne Jr. did not attend. In response to a question about what the "siblings" wanted, Donnellan answered that all remaining assets should be distributed. Standing Master Closuit set a June 10 trial for the petition to remove Charles as personal representative, noting that "[tlhree heirs want immediate distribution" and stating that if Charles filed a cross-petition on the trust issue, everything would be tried at the same time.

Charles later filed a formal eross-petition to establish an express trust to receive the balance of the estate after satisfaction of Fields's specific bequests. The cross-petition *1001 asked the court to "recognize the existence of the Fields Family Trust," order the "appropriate parties" to transfer the Washington and Fairbanks real property to the trust, and name Charles as trustee of the trust. Charles served Joseph and Wayne Jr. with the eross-petition papers.

Charles filed a witness list naming Elizabeth, Joseph, and Wayne Jr. Donnellan, on behalf of Elizabeth, moved to stay the cross-petition. Charles filed an amended witness list. Charles subpoenaed Elizabeth for a deposition and she moved to have it quashed. Charles opposed Elizabeth's motion to stay the cross-petition. Joseph and Wayne Jr.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Clinton Hiler v. U.S. Bank
Alaska Supreme Court, 2025
Estate of G. Williams
2023 MT 72 (Montana Supreme Court, 2023)
Fredericks v. BOP
D. Alaska, 2021
Billy Pollard v. Regina Pollard
Alaska Supreme Court, 2020
James v. James
D. Alaska, 2019
Olivera v. Rude-Olivera
411 P.3d 587 (Alaska Supreme Court, 2018)
Jordan v. Watson
407 P.3d 497 (Alaska Supreme Court, 2017)
Jovanov v. State, Department of Corrections
404 P.3d 140 (Alaska Supreme Court, 2017)
Daggett v. Feeney
397 P.3d 297 (Alaska Supreme Court, 2017)
Estate of Seward
401 P.3d 976 (Alaska Supreme Court, 2017)
Yuk v. Robertson
397 P.3d 261 (Alaska Supreme Court, 2017)
Mitchell v. Mitchell
370 P.3d 1070 (Alaska Supreme Court, 2016)

Cite This Page — Counsel Stack

Bluebook (online)
219 P.3d 995, 2009 WL 2836498, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-fields-alaska-2009.