In the Matter of the Estate of Carol M. Carey

CourtCourt of Appeals of Washington
DecidedMarch 3, 2026
Docket40344-1
StatusUnpublished

This text of In the Matter of the Estate of Carol M. Carey (In the Matter of the Estate of Carol M. Carey) 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 Carol M. Carey, (Wash. Ct. App. 2026).

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 ) ) ) UNPUBLISHED OPINION TODD J. CAREY, ) ) Appellant, ) ) v. ) ) JILL M. WHITMAN; NATHAN MAY, ) ) Respondents.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. No. 40344-1-III 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.

2 No. 40344-1-III 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

3 No. 40344-1-III 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

4 No. 40344-1-III 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. . . .

5 No. 40344-1-III 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.

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In the Matter of the Estate of Carol M. Carey, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-carol-m-carey-washctapp-2026.