In Re the Estate of Mower

374 P.3d 180, 193 Wash. App. 706
CourtCourt of Appeals of Washington
DecidedMay 3, 2016
Docket46778-0-II
StatusPublished
Cited by30 cases

This text of 374 P.3d 180 (In Re the Estate of Mower) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington 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 Mower, 374 P.3d 180, 193 Wash. App. 706 (Wash. Ct. App. 2016).

Opinions

Bjorgen, C.J.

¶1 Linda Turner, personal representative of the estate of Dana Mower, appeals the trial court’s grant of summary judgment declaring Eric and Theresa Schuler residuary beneficiaries under Dana’s1 will. The Schulers are the brother and sister-in-law of Dana’s former spouse, Christine Mower. Turner argues that (1) the bequest to the Schulers should be revoked under RCW 11.12-.051 as a provision “in favor of” a testator’s former spouse, (2) the bequest to the Schulers fails because its conditions precedent have not been met, and (3) the assets covered by the bequest to the Schulers should pass via intestacy. Turner also argues that the trial court erred in awarding attorney fees to the Schulers, and both parties request attorney fees on appeal.

¶2 We hold that (1) a provision “in favor of” a testator’s former spouse under RCW 11.12.051 is one that benefits the former spouse without directly conferring a property interest or power, and the bequest to the Schulers does not qualify as such a provision, (2) operation of RCW 11.12.051 [711]*711to revoke the primary residuary bequest in Dana’s will satisfies the condition precedent to the bequest to the Schulers, and (3) the will, not the law of intestacy, governs distribution of Dana’s residuary assets. We therefore affirm the trial court’s order granting summary judgment to the Schulers. We also affirm the trial court’s award of attorney fees and we award attorney fees on appeal to the Schulers, to be paid from the estate.

FACTS

¶3 Dana executed his will in 2005, at which time he was married to Christine. The will included residuary provisions conditioned on whether Christine survived him by at least 30 days. If Christine survived him, part of the residue of his estate would go to her directly and the rest would go into a trust set up for her benefit. If Christine did not survive him, half of the residue would be split equally among his siblings and the other half would go to the Schulers.

¶4 In 2012, Dana and Christine decided to divorce. They filed a stipulated decree of dissolution on November 13 of that year, finalizing the divorce. Dana died unexpectedly from an apparent heart attack 16 days later. Dana did not revise his will or execute a new will before his death.

¶5 Dana’s will named Christine as the personal representative of his estate, with Turner named as the preferred alternate. Because Christine was his former spouse and powers conferred on her by Dana’s will would be revoked pursuant to RCW 11.12.051, Turner offered the will for probate and was appointed as the personal representative of Dana’s estate in January 2013.

¶6 In February 2013, Turner petitioned the trial court for a declaratory judgment that the Schulers were not beneficiaries under the will. Turner argued that under RCW 11.12.051 testamentary gifts to relatives of a testator’s former spouse should be revoked, and she presented [712]*712extrinsic evidence that Dana had intended to disinherit the Schulers after his divorce from Christine, but had not had an opportunity to change his will before he died. In response, the Schulers claimed that Eric Schuler and Dana had been friends before Dana married Christine.

¶7 The Schulers moved for summary judgment adjudicating them beneficiaries both under the will and of certain nonprobate assets. Turner then cross moved for summary judgment, arguing that the bequest to the Schulers should fail because it was conditioned on Christine’s death and Christine was still alive. The trial court granted the Schu-lers’ motion, but withheld a final ruling on the nonprobate assets. The trial court denied Turner’s cross motion. The Schulers later moved for a final order after determining that they were not named beneficiaries of any nonprobate assets. The trial court granted their motion and awarded them reasonable attorney fees, to be paid by Dana’s estate.

¶8 Turner appeals.

ANALYSIS

¶9 Turner first argues that the residuary bequest to the Schulers in Dana’s will should be revoked under RCW 11.12.051. Turner argues in the alternative that the bequest fails because its conditions precedent have not been satisfied. In either case, Turner asserts that the bequest should not be given effect and the assets covered by the bequest should pass by intestacy.

¶10 We review de novo a trial court’s order granting summary judgment, performing the same inquiry as the trial court. Lakey v. Puget Sound Energy, Inc., 176 Wn.2d 909, 922, 296 P.3d 860 (2013). We view all evidence in the light most favorable to the nonmoving party and draw all reasonable inferences in that party’s favor. Id. If there are no genuine issues of material fact and the moving party is entitled to judgment as a matter of law, we will affirm the [713]*713trial court’s order of summary judgment. Id. We may do so on any grounds supported by the record. Pac. Marine Ins. Co. v. Dep’t of Revenue, 181 Wn. App. 730, 737, 329 P.3d 101 (2014).

I. Revocation of Testamentary Gifts to a Former Spouse’s Family Members

¶11 According to Turner, we should interpret RCW 11.12-.051 as providing for automatic revocation of testamentary gifts to a former spouse’s family members upon dissolution of the marriage between the testator and the former spouse. We disagree with this interpretation of RCW 11.12.051.

1. Principles of Statutory Interpretation

¶12 In interpreting statutes enacted by our legislature, we determine and give effect to the legislature’s intent. Jametsky v. Olsen, 179 Wn.2d 756, 762, 317 P.3d 1003 (2014). To do so, we first look to the plain language of the statute. Id. “When the legislature has expressed its intent in the plain language of a statute, we cannot substitute our judgment for the legislature’s judgment.” Protect the Peninsula’s Future v. Growth Mgmt. Hr’gs Bd., 185 Wn. App. 959, 972, 344 P.3d 705 (2015). To assess the meaning of the plain language, we consider the text of the provision in question, the context of the statute in which the provision is found, and related statutes. Id. Where a statutory term is not expressly defined in the statute, we look to its usual and ordinary meaning. Id. If the plain meaning of a statute is unambiguous, we must apply that plain meaning as an expression of legislative intent without considering extrinsic sources. Jametsky, 179 Wn.2d at 762.

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Bluebook (online)
374 P.3d 180, 193 Wash. App. 706, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mower-washctapp-2016.