In the Matter of the Estate of Carol M. Carey

Court of Appeals of Washington·Decided March 3, 2026·No. 40344-1·Unpublished

Opinion

FILED

MARCH 3, 2026

In the Office of the Clerk of Court WA State Court of Appeals, Division III

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON DIVISION THREE

In the Matter of the Estate of )

) No. 40344-1-III CAROL M. CAREY, )

)

Deceased. )

)

) UNPUBLISHED OPINION TODD J. CAREY, )

)

Appellant, )

)

v. )

)

JILL M. WHITMAN; NATHAN MAY, )

)

Respondents. )

COONEY, J. — Todd Carey 1 is one of the late Carol Carey’s five children. After Carol passed away, Todd and three of his siblings had a dispute about the distribution of

1 We use first names where individuals share a last name. No disrespect is intended.

In re Estate of Carey

the assets of the Estate of Carol Carey (Estate) with their sister, Jill Whitman. The dispute was settled when the siblings reached an agreement through the Trust Estate Dispute Resolution Act (TEDRA), the provisions of which were ultimately satisfied under the filed “Non-Judicial Dispute Resolution Agreement” (Agreement). Clerk’s Papers (CP) at 598 (some capitalization omitted). Ms. Whitman, as personal representative (PR) of the Estate, later filed a “Declaration of Completion of Probate.” CP at 668. Thereafter, Todd filed three petitions with the superior court, two of which requested a report of affairs from Ms. Whitman and Nathan May, a former successor PR of the Estate. Ms. Whitman and Mr. May moved for summary judgment dismissal of the petitions. Todd consented to the superior court entering summary judgment in favor of Ms. Whitman and Mr. May.

Todd appeals, arguing that (1) he was wrongly removed as the PR in an earlier proceeding, violating his right to due process; (2) he was afforded ineffective assistance of counsel; (3) the Agreement should be invalidated because he signed it under duress; (4) the court’s order on summary judgment was improper; and (5) he should be awarded attorney fees. Ms. Whitman responds 2 that (1) Todd’s removal as PR and the validity of the Agreement are not properly before this court; (2) Todd had no right to effective

2 Pursuant to RAP 18.1 and RCW 11.96A.150, Mr. May joined and adopted by reference all portions of Ms. Whitman’s brief. However, he did make an independent request for attorney fees that is addressed below.

In re Estate of Carey

counsel; and (3) we should decline review of the order on summary judgment because Todd consented to the court entering the order. We agree with Ms. Whitman and Mr. May and affirm.

Both Ms. Whitman and Mr. May request their attorney fees on appeal. We grant their requests. Moreover, Ms. Whitman requests sanctions be imposed against Todd for filing this frivolous appeal, his noncompliance with the RAPs, and his repeated citations to fabricated or inapplicable case law. We agree this appeal is frivolous and sanction Todd. Finally, we grant Ms. Whitman’s pending motions to strike two of Todd’s improper RAP 10.8 filings but decline her request to impose sanctions for these violations or for Todd’s fabricated legal citations.

BACKGROUND

Carol passed away in 2019 and was survived by her five children: Bryan Carey, Paul Carey, Todd Carey, Cynthia Warner, and Jill Whitman. In 2008, Carol executed her last will and testament that bequeathed her Estate to her five children in equal shares and named Ms. Whitman as the PR of the Estate. In 2014, Carol executed a codicil to her 2008 will. The codicil devised a residence, apartments, and a commercial building to Ms. Whitman. The remainder of the Estate was to be divided among Bryan, Paul, Todd, Ms. Warner, and Ms. Whitman “in equal shares, share and share alike.” CP at 6.

In November 2019, after Carol’s passing, Ms. Whitman filed a “Petition for Letters Testamentary; Waiving Bond; Adjudicating Estate to be Solvent; and Directing

In re Estate of Carey

Administration Without Court Intervention.” CP at 10. Carol’s will and codicil were admitted to probate. Bryan, Paul, Todd, and Ms. Warner objected to the ex parte order admitting the will and codicil to probate and obtained an order vacating it. The order vacated the entire order that admitted the will and codicil to probate, including the portion of the order that appointed Ms. Whitman as PR of the Estate. The parties, however, recognized the order as only vacating the codicil to probate. Bryan, Paul, Todd, and Ms. Warner filed a motion requesting Nathan May be appointed as an independent PR of the Estate. The court denied the motion.

In a separate, but later consolidated, TEDRA action, Bryan, Paul, Todd, and Ms.

Warner requested the removal of Ms. Whitman as PR but did not propose a successor PR. Another petition was filed a few months later by Bryan, Paul, Todd, and Ms. Warner requesting the removal of Ms. Whitman as PR and the appointment of Todd as successor PR, or, in the alternative, appointment of an independent PR.

At the hearing on the petitions to remove Ms. Whitman as PR, counsel for Bryan, Paul, Todd, and Ms. Warner requested the court appoint an independent PR instead of Todd. Specifically, their attorney stated, “[Y]ou know, let’s be clear. At this point, we’re not even asking that one of my clients be named. We’re just saying let’s get someone independent in there and then—and we’ll get some discovery going.” Rep. of Proc. (RP) (July 22, 2020) at 56. Their attorney concluded the argument by stating, “Today we would like Ms. Whitman to be removed as personal representative and for the

In re Estate of Carey

appointment of an independent administrator.” RP (July 22, 2020) at 68. About three months later, the court issued an order removing Ms. Whitman as PR and appointing Todd as the successor PR, subject to the parties agreeing on an independent PR by October 31, 2020.

Ms. Whitman moved for reconsideration, arguing, “[C]ounsel for petitioners did specifically state[] he was not asking that one of his clients be appointed as administrator and did request [an] independent administrator on multiple [occasions]” at the hearing. CP at 1122. No responses to the motion were filed. The court granted Ms. Whitman’s motion for reconsideration, ordered that Todd be removed as PR, and appointed Mr. May as successor PR.

In early 2021, Ms. Whitman filed a notice of mediation under RCW 11.96A.300 in the original probate and in the TEDRA action, requesting mediation of “[a]ll matters pertaining to” the Estate. CP at 450. The probate and the TEDRA action were later consolidated, and the case proceeded to mediation in May 2021. All interested parties were represented by counsel.

The mediation resulted in the Agreement that was signed by Carol’s five children and Mr. May. The Agreement was later filed with the court. The Agreement stated, in relevant part:

5. All Parties warrant that they have read this Agreement, fully understand their rights thereunder and are not acting under any duress, compulsion or misrepresentation by any person. . . .

In re Estate of Carey

....

6. The Parties agree that upon execution of this Agreement JILL R.

WHITMAN shall be re-appointed as Personal Representative of the Estate of Carol M. Carey. The Parties shall sign a stipulation and order appointing JILL R. WHITMAN as the Personal Representative of the Estate with nonintervention powers and without bond not later than 12:00 p.m. May 7, 2021 . . . The Parties waive any right to a final accounting by NATHAN MAY.

....

10. Within thirty (30) days of the date of this Agreement, JILL R.

WHITMAN as Personal Representative of the Estate of Carol M. Carey shall distribute to BRYAN B. CAREY; PAUL L. CAREY; TODD J.

CAREY; and CYNTHIA A. WARNER all shares of L.R. Bailey, Inc. held by the Estate or title in the name of Carol M. Carey;

....

13. Within one hundred eighty (180) days from the date of this Agreement, JILL R. WHITMAN as Personal Representative of the Estate of Carol M.

Carey shall pay to BRYAN B. CAREY; PAUL L. CAREY; TODD J.

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