In the Matter of the Estate of: Paul Arthur Bentley

CourtAlaska Supreme Court
DecidedSeptember 20, 2024
DocketS17944
StatusPublished

This text of In the Matter of the Estate of: Paul Arthur Bentley (In the Matter of the Estate of: Paul Arthur Bentley) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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In the Matter of the Estate of: Paul Arthur Bentley, (Ala. 2024).

Opinion

Notice: This opinion is subject to correction before publication in the PACIFIC REPORTER. Readers are requested to bring errors to the attention of the Clerk of the Appellate Courts, 303 K Street, Anchorage, Alaska 99501, phone (907) 264-0608, fax (907) 264-0878, email corrections@akcourts.gov.

THE SUPREME COURT OF THE STATE OF ALASKA

In the Matter of the Estate of ) ) Supreme Court No.: S-17944 PAUL ARTHUR BENTLEY. ) ) Superior Court No.: 3AN-17-03290 PR ) ) OPINION ) ) No. 7720 – September 20, 2024 ) )

Appeal from the Superior Court of the State of Alaska, Third Judicial District, Anchorage, Eric A. Aarseth, Judge.

Appearances: Tonja Woelber, Woelber & Associates, P.C., Anchorage, for Eleanor Haynes. Brian Riekkola and Harrison Kerth, North Star Law Group, LLC, Anchorage, for National Kidney Foundation.

Before: Maassen, Chief Justice, and Carney, Borghesan, Henderson, and Pate, Justices.

BORGHESAN, Justice.

INTRODUCTION This appeal arises out of a will dispute. The man who made the will (the testator) was domiciled in Washington at the time of his death. His will provides that it shall be administered according to Alaska law. Yet the superior court applied Washington law to determine the share of the testator’s surviving spouse, whom he married after the will was executed. The surviving spouse appeals, arguing the superior court misapplied the Alaska probate code’s choice-of-law statute. Because Alaska law permits the testator to choose Alaska law to govern the will’s interpretation and effect, and because the rights of a surviving spouse who married the testator after the will was executed concern the will’s interpretation and effect, Alaska law governed the surviving spouse’s rights. We therefore reverse the superior court’s decision and remand for application of Alaska law. FACTS AND PROCEEDINGS A. Facts Paul Bentley and Eleanor Haynes first married in 1989 in Washington and divorced a few years later. They did not have children together. After their divorce, they remained in contact. Haynes later remarried, but Bentley did not. After Haynes divorced her second spouse, she and Bentley became close again. At that time Haynes lived in Washington and Bentley lived in Seward. They began flying to visit each other and vacationed together in Mexico and Hawaii. Bentley received a kidney transplant, which compromised his immune system and eventually led to skin cancer and other health complications. In May 2017 Bentley and Haynes met with an attorney in Anchorage about drawing up a will for Bentley. Bentley signed the will in August. The will devised some property to Haynes, some property to his brother, and the residuary of the estate to the National Kidney Foundation (NKF). The will nominated Haynes as personal representative and directed the personal representative “to administer [Bentley’s] estate in accordance with the provisions of the Uniform Probate Code, as codified and amended by the Alaska statutes.” In October 2017 Bentley developed kidney failure. That month Bentley flew to Washington to stay with Haynes while he received treatment. After some complications Bentley was hospitalized in November. Bentley spent three days in the hospital on dialysis, then elected to stop treatment on November 17. That same day

-2- 7720 Bentley asked Haynes what she wanted “for Christmas.” She responded that she wanted to marry him. The two obtained a marriage license, waited the legally required 48 hours, and then were married by a hospice chaplain on November 20. Bentley died the next day. B. Proceedings Haynes was appointed as personal representative of Bentley’s estate in January 2018. Haynes hired one attorney to represent her in her role as personal representative and another attorney to represent her personally as the surviving spouse and beneficiary. Haynes filed an inventory showing that the total value of Bentley’s estate was $1,822,867. Haynes then filed a notice claiming three statutory allowances1 and a demand for the elective share payable to a surviving spouse. 2 Haynes also took the position that as an after-married spouse, she was entitled to Bentley’s entire estate under the provisions of AS 13.12.301.3 NKF, the residuary beneficiary of Bentley’s estate,

1 AS 13.12.402 (providing homestead allowance for surviving spouse); AS 13.12.403 (providing exempt property of up to $10,000 for surviving spouse); AS 13.12.404 (providing family allowance for maintenance during period of administration); AS 13.12.405 (providing source, determination method, and documentation method for property used to satisfy homestead allowance, exempt property, and family allowance). 2 AS 13.12.202. A “surviving spouse” is a spouse who was legally married to the decedent at the time of death. See Riddell v. Edwards, 76 P.3d 847, 854 (Alaska 2003). Under some circumstances Alaska law allows a surviving spouse to receive an intestate share of the estate. AS 13.12.102. But a surviving spouse who marries after the decedent executes his or her will — what we refer to as an “after-married spouse” — will not receive an intestate share under certain circumstances. See AS 13.12.301. 3 Alaska Statute 13.12.301 provides: (a) If a testator’s surviving spouse married the testator after the testator executed the testator’s will, the surviving spouse

-3- 7720 opposed Haynes’s petition, arguing that Haynes was not entitled to inherit as an after- married spouse because she did not meet the statutory criteria. Haynes moved for partial summary judgment on her rights as an after- married spouse. NKF opposed Haynes’s motion and cross-moved for summary judgment. NKF argued that Washington law, not Alaska law, governed the issue because Bentley was domiciled in Washington when he died. It argued that under Washington law, Haynes was not entitled to inherit as an after-married spouse. 4 Haynes filed a reply, opposing NKF’s choice-of-law argument. She argued that because Bentley’s will asserted he was a resident of Alaska and directed his personal

is entitled to receive, as an intestate share, no less than the value of the share of the estate the surviving spouse would have received if the testator had died intestate as to that portion of the testator’s estate, if any, that neither is devised to a child of the testator who was born before the testator married the surviving spouse and who is not a child of the surviving spouse nor is devised to a descendant of such a child or passes under AS 13.12.603 or 13.12.604 to such a child or to a descendant of such a child, unless (1) it appears from the will or other evidence that the will was made in contemplation of the testator’s marriage to the surviving spouse; (2) the will expresses the intention that it is to be effective notwithstanding a subsequent marriage; or (3) the testator provided for the spouse by transfer outside the will and the intent that the transfer be in lieu of a testamentary provision is shown by the testator’s statements or is reasonably inferred from the amount of the transfer or other evidence. See also AS 13.12.102(a)(1) (“[T]he intestate share of a decedent’s surviving spouse is . . . the entire intestate estate if . . . no descendant . . . survives the decedent . . . .”). 4 Wash. Rev. Code (RCW) § 11.12.095(1) (granting after-married spouse intestate share if “will fails to name or provide for” spouse married after will’s execution).

-4- 7720 representative to apply Alaska law, Alaska law should apply to determine her rights as an after-married spouse. The superior court held a hearing to determine Bentley’s domicile at death. It ruled that Bentley was domiciled in Washington at death.

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In the Matter of the Estate of: Paul Arthur Bentley, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-the-estate-of-paul-arthur-bentley-alaska-2024.