In The Matter Of The Estate Of: Calvin H. Evans, Sr.

CourtCourt of Appeals of Washington
DecidedDecember 21, 2015
Docket69214-3
StatusUnpublished

This text of In The Matter Of The Estate Of: Calvin H. Evans, Sr. (In The Matter Of The Estate Of: Calvin H. Evans, Sr.) 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 The Matter Of The Estate Of: Calvin H. Evans, Sr., (Wash. Ct. App. 2015).

Opinion

IN THE COURT OF APPEALS FOR THE STATE OF WASHINGTON

IN THE MATTER OF THE ESTATE f*0

No. 69214-3-1 en OF m DIVISION ONE CALVIN H. EVANS SR., Deceased.

SHARON EADEN, VICKI SANSING, AND KENNETH EVANS, up en

Respondents, UNPUBLISHED OPINION

v.

CALVIN H. EVANS JR.,

Appellant FILED: December 21, 2015

Spearman, C.J. — In a proceeding under the Trust and Estate Dispute

Resolution Act (TEDRA), chapter 11.96A RCW, the trial court found that Calvin

Evans Jr. had financially abused his father, Calvin Evans Sr. and thus precluded

him from inheriting any of his father's property. Calvin Evans Jr. appeals,

claiming the trial court erred because the evidence was insufficient to find that he

willfully intended to inflict injury to his father's property or that his father was a

"vulnerable adult" at the time of the acts alleged to constitute the abuse. He also

claims the trial court failed to consider his contributions and improvements to his

father's property and failed to apply RCW 11.84.170 which allows a financial

abuser to inherit the property of the abused person under certain circumstances. No. 69214-3-1/2

Finally, he claims the trial court erred when it denied his motion to reconsider.

We find no error and affirm.

FACTS

Calvin H. Evans, Sr. (Cal Sr.) was born on March 8, 1933. He owned and

operated a successful excavation construction business. At the time of his death,

Cal Sr. was no longer married and had four children: Kenneth Evans, Vicki

Sansing, Sharon Eaden (Sharon), and Calvin H. Evans Jr. (Cal Jr.). Cal Sr.

suffered from a medical condition called polycythemia, a thickening of the blood,

which predisposed him to stroke. He suffered his first stroke in 2000.

In 2003, Cal Sr. purchased a 40-acre ranch in Sultan, Washington. Soon

after, he purchased another 70-acre parcel nearby. In June 2004, Cal Sr. sold his

twin engine Cessna 310C airplane to Cal Jr. for $80,000. Cal Jr. paid $20,000

down and gave a promissory note for the remaining $60,000. The note provided

for monthly payments of $1000. After purchasing the plane, Cal Jr. convinced Cal

Sr. that the plane had mechanical problems and that Cal Sr. should be

responsible for purchasing a new engine. Cal Sr. paid $24,000 for a new engine,

while Cal Jr. paid $8,000 for the installation of the new engine and an unknown

amount of money for other improvements. Cal Jr. made no payments on the note

and in June 2005, suggested that he and his father create an LLC for the

ownership of the plane, with sixty percent in Cal Sr. and forty percent in Cal. Jr.

In December 2004, Cal Sr. asked Cal Jr. and his family to move to the

ranch to take care of him and manage the ranch activities. Cal Sr. had previously

stated his intention to Cal Jr. and others that if Cal Jr. agreed to do so, that Cal No. 69214-3-1/3

Jr. would inherit the ranch property. In early 2005, Cal Jr. and his family moved

from Idaho to the Sultan ranch. While they lived on the ranch, Cal Jr. and his

family provided little personal care for Cal Sr., with the exception of some meals

provided by Cal Jr.'s then wife.

Upon his arrival, Cal Jr. assumed responsibility for the ranch operations.

His intention was to establish the ranch as a first class horse facility because it

would provide him a greater income. Cal Jr. performed work on the ranch such

as leveling the ground, cutting blackberries, burning trash, grading trails, fixing

the barn floor and plumbing, painting the barn, leveling and compacting the

indoor arena, and adding an outdoor arena. Cal Jr. also claimed to have built a

road on the east side of the barn. In March 2005, Cal Sr. suffered another stroke

after which his health continued to decline.

In June 2005, Cal Jr. convinced Cal Sr. to purchase a dump truck for

$20,000. Cal Jr. registered the truck in the name of Calvin H. Evans, with no

other designation. That summer he also installed a heat pump using $8,613 of

Cal Sr.'s funds. Around the same time, Cal Jr. borrowed $75,000 from Cal Sr. to

make improvements to the ranch. Sharon insisted that Cal Jr. document the

$75,000 loan and prepared a draft promissory note. After Cal Jr. revised

Sharon's draft, he and Cal Sr. signed it.

In 2005, Cal Jr. used $15,000 of Cal Sr.'s money to purchase a park

model mobile home. He also purchased a new stovetop for the house, using Cal

Sr.'s funds. Cal Jr. also convinced Cal Sr. to enter into a contract to add onto the

barn, including 18 new stalls, for $75,000. The contractordid not finish the work No. 69214-3-1/4

and Cal Jr. withheld $12,000 of the borrowed $75,000.

On December 28, 2005, Sharon filed a guardianship petition alleging that

Cal Sr. was incapacitated. Charles Diesen, Cal Sr.'s attorney since 1970, was

appointed to represent him. On December 28, 2005, Erv DeSmet was appointed

guardian ad litem for Cal Sr.

On January 28, 2006, Cal Sr. underwent a medical examination to assess

his need for a guardian. Psychologist Dr. Eisenauer diagnosed him with

dementia secondary to stroke. The doctor found that he had memory impairment,

mild disorientation, disturbances in executive functioning, and impaired judgment

and insight.

In early 2006, Cal Jr. and his wife helped Cal Sr. prepare a will that

designated Diesen as the personal representative and left the Sultan ranch and

this Cessna airplane to Cal Jr.1 This will reduced Sharon's share of the estate to

$25,000; gave approximately 77 acres of pasture land to Vicki and Ken; gave Cal

Sr.'s personal effects to Cal Jr., Vicki, and Ken, and created a trust for the benefit

of Cal Jr., Vicki, Ken, and Cal Sr.'s grandchildren. On March 7, 2006, Cal Sr.

executed the will. At the time, Diesen and his law partner, Carol Johnson,

believed Cal Sr. had testamentary capacity.

Cal Sr. had another stroke in November 2006. He was placed in limited

guardianship in June 2008, with Unlimited Guardianship Services of Washington (UGS) appointed as guardian. Under the guardianship, Cal Jr. was allowed to

1 There was an earlier will that Cal Sr. had executed on May 18, 2004, that divided the estate equally among his four children. No. 69214-3-1/5

remain on and operate the ranch as long as Cal Sr. wanted him to, and Cal Jr.

was ordered to pay the taxes and insurance on the ranch and manage the

property so that it maintained its value. Cal Jr. did not pay any taxes or insurance

and, during the pendency of the guardianship, liquidated ranch assets and kept

the proceeds. Cal Jr. also received six or seven of Cal Sr.'s social security

checks, which he deposited into his own account and used the funds for his own

purposes. Cal Jr. was required to reimburse the funds.

UGS petitioned for dismissal as Cal Sr.'s guardian in spring 2010, after

which Sharon was appointed successor guardian. Cal Sr. was receiving full time

home care when he died on April 5, 2011. His 2006 will was filed for probate on

April 29. 2011. On July 14, 2011, petitioners Sharon Eaden, Ken Evans, and

Vicki Sansing (collectively, Eaden) brought a TEDRA petition seeking a

declaration that the will was invalid due to lack of competency and undue

influence, and seeking to declare Cal Jr.

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