In Re The Testamentary Trust Of Giuseppe Desimone

CourtCourt of Appeals of Washington
DecidedMarch 31, 2014
Docket69929-6
StatusUnpublished

This text of In Re The Testamentary Trust Of Giuseppe Desimone (In Re The Testamentary Trust Of Giuseppe Desimone) 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 Testamentary Trust Of Giuseppe Desimone, (Wash. Ct. App. 2014).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

In re the Testamentary Trust of No. 69929-6-1 (Consolidated with Nos. GIUSEPPE DESIMONE, 70094-4-1 and 70120-7-1)

Deceased. DIVISION ONE

DALE COLLINS, a married man, UNPUBLISHED Appellant/ Cross Respondent, FILED: March 31, 2014

v.

BNY MELLON, N.A.; JOSEPH R. DESIMONE and RICHARD L. DESIMONE, JR., in their capacities as Co-Trustees of the Testamentary Trust OF GIUSEPPE DESIMONE.

Respondents/Cross Appellants.

Cox, J. — "The primary duty of a court called upon to interpret a will is to

ascertain the intent of the testator."1 If possible, the testator's intent should be

"derived from the four corners of the will and the will must be considered in its

entirety."2 "[T]he testator's intentions, as viewed through the surrounding

1 In re Estate of Mell. 105 Wn.2d 518, 524, 716 P.2d 836 (1986).

2 Id. No. 69929-6-1 (Consolidated with Nos. 70094-4-1 and 70120-7-l)/2

circumstances and language, are determined as of the time of the execution of

the will."3

Here, Giuseppe Desimone executed a will in 1943 that created a trust

that provided for income to his children and their "issue." The language of the

will, the then-existing law, and other circumstances in 1943 show that Giuseppe

intended that "issue" not include those born outside of wedlock.4 Accordingly,

Dale Collins, whose biological mother was never married to Giuseppe's son,

does not take under the will and trust. We affirm the grant of summary judgment

to respondents. We also deny attorney fees on appeal to all parties.

The material facts are generally undisputed. Giuseppe and his wife

owned and operated the Pike Place Market and also owned extensive other real

property in King County.

In 1943, Giuseppe executed a will that created a trust funded by half of the

extensive community estate. The will instructed that the remainder of the income

of the trust be annually divided among his five children who were all listed in the

will. Mondo Desimone was one of these five children of Giuseppe and his wife.

The will further instructed that if Giuseppe's children died, leaving "issue

([Giuseppe's] grandchildren)," then the child's share would pass to the issue.

The will also provided that if his grandchildren died, leaving "issue ([Giuseppe's]

3lg\

4 We use the first name of the testator and adopt the naming conventions of others for purposes of clarity. No. 69929-6-1 (Consolidated with Nos. 70094-4-1 and 70120-7-l)/3

great-grandchildren)," then the grandchild's share would pass to the grandchild's

issue.

Giuseppe died in 1946. Mondo died in 1996.

In 2012, Dale commenced this TEDRA proceeding, claiming that he is

Giuseppe's grandchild and a beneficiary of the trust. Dale claims that in 2008 he

started to investigate whether Mondo was his biological father. Dale asserts that

he learned that in 1948 his mother worked at a stall in the Pike Place Market,

where Mondo owned a flower shop. He alleges that his mother, who was

married to another man at the time, had a brief affair with Mondo, who was also

married to someone else at the time. According to Dale, he was born as a result

of this affair.

Respondents BNY Mellon, N.A., Joseph Desimone and Richard Desimone

Jr., are co-trustees (collectively the "Co-Trustees") of the trust. Benjamin Danieli

is the personal representative of the estate of Jacqueline Danieli, Mondo's

daughter, and Karen Danieli, Liza Taylor, and Maria Danieli are some of

Giuseppe's great grandchildren and beneficiaries of the trust (collectively the

"Danieli Beneficiaries"). Catherine Ross is another beneficiary, appearing pro se.

These parties all appear to dispute whether Dale is Giuseppe's biological

grandchild.

The parties made cross motions for summary judgment. For purposes of this motion, the court did not decide whether Dale is Giuseppe's biological

grandchild. The trial court granted the Co-Trustees' and the Danieli

Beneficiaries' motions for summary judgment, which Catherine had joined. The No. 69929-6-1 (Consolidated with Nos. 70094-4-1 and 70120-7-l)/4

court also denied Dale's motion for summary judgment. Finally, the trial court

denied the motions for awards of attorney fees under TEDRA by the Co-Trustees

and the Danieli Beneficiaries.

Dale appeals. The Co-Trustees and the Danieli Beneficiaries cross-

appeal.

INTENT OF TESTATOR

Dale asserts that, according to the terms of Giuseppe's will, he is not

excluded from the class of trust income beneficiaries. We hold that the testator's

intent, as evidenced by the language in the will and the surrounding

circumstances in 1943, show that Dale is not included within the class of income

beneficiaries of the trust.

Summary judgment is properly granted when the pleadings and affidavits

show there is no genuine issue of material fact and the moving party is entitled to

a judgment as a matter of law.5 The interpretation of a will is a question of law

that we review de novo.6

"The primary duty of a court called upon to interpret a will is to ascertain

the intent of the testator."7 While a will speaks at the time of the testator's death,

"the testator's intentions, as viewed through the surrounding circumstances and

language, are determined as of the time of the execution of the will."8

5 CR 56(c).

6 In re Estate of Curry. 98 Wn. App. 107, 112-13, 988 P.2d 505 (1999).

7 Mell, 105Wn.2dat524.

8]d 4 No. 69929-6-1 (Consolidated with Nos. 70094-4-1 and 70120-7-l)/5

If possible, the testator's intent should be "derived from the four corners of

the will and the will must be considered in its entirety."9 "When, after reading the

will in its entirety, any uncertainty arises about the testator's intent, extrinsic

evidence .. . may be admitted to explain and resolve the ambiguity."10

"The testator is presumed to be familiar with the 'surrounding

circumstances' that could affect the will's construction."11 A testator is also

"presumed to have known the law at the time of execution of his will."12

Additionally, "Technical words in a will are presumed to be used in their legalistic

sense."13

Here, the material provisions of Giuseppe's will state:

4. The remainder of the income of this Trust shall be annually divided between and paid to my children aforenamed.

In the event that any of my said children shall die leaving issue (my grandchildren) surviving them, then the share of the income to which such child would have been entitled if alive shall be annually divided between and paid to its issue on the basis of one portion thereof to each male issue and one half portion thereof to each female issue.

In the event that any of my said children shall die leaving no issue, then the share of such deceased child shall go to and be divided amongst my surviving children and the issue of any deceased children, the issue of any deceased child receiving the

9]dL

10 jU

11 In re Estate of Price. 73 Wn. App. 745, 754, 871 P.2d 1079 (1994) (quoting In re Estate of Berqau.

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