In the Matter of: The Harlan D. Douglass Trust

CourtCourt of Appeals of Washington
DecidedFebruary 5, 2026
Docket39829-3
StatusUnpublished

This text of In the Matter of: The Harlan D. Douglass Trust (In the Matter of: The Harlan D. Douglass Trust) 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 Harlan D. Douglass Trust, (Wash. Ct. App. 2026).

Opinion

FILED FEBRUARY 5, 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: No. 39829-3-III

THE HARLAN D. DOUGLASS TRUST.

HARLEY C. DOUGLASS, an individual and residuary beneficiary of the Harlan D. Douglass Trust,

Respondent,

v.

LANZCE G. DOUGLASS, individually and as a residuary beneficiary of the UNPUBLISHED OPINION Harlan D. Douglas Trust,

Appellant,

THOMAS HAMILTON, individually and as special trustee of the Harlan D. Douglas Trust,

Defendant.

STACEY M. DOUGLASS BOIES, as a residuary beneficiary of the Harlan D. Douglass Trust, and as an additional necessary party,

Petitioner,

and No. 39829-3-III In re Harlan D. Douglass Trust

DEANNA MALCOM, as attorney-in-fact for HARLAN D. DOUGLASS, a beneficiary of the Harlan D. Douglass Trust, and as an additional necessary party,

Respondent.

BIRK, J.* — Lanzce Douglass appeals the trial court’s decision to grant

Harley Douglass’s second amended petition under the Trust and Estate Dispute

Resolution Act (TEDRA), chapter 11.96A RCW, and set aside a special warranty

deed (Hamilton Deed), which transferred property out of the Harlan D. Douglass

Trust (Trust) to Harlan Douglass individually. Lanzce 1 challenges the trial court’s

decision to allow a postevidence pleadings amendment, whether substantial

evidence supports findings of fact that Lanzce exerted undue influence, certain

evidentiary rulings, whether substantial evidence supports findings of fact that

Harlan never accepted the Hamilton deed, the resultant award of attorney fees to

the parties prevailing in the trial court, and whether cumulative error undermined

the trial court’s judgment. Finding no error, we affirm and award Harley his

reasonable attorney fees on appeal.

* The Honorable Ian S. Birk is a Court of Appeals, Division One, judge sitting in Division Three pursuant to CAR 21(a). 1 We refer to Douglass family members by their first names for clarity. No disrespect is intended.

2 No. 39829-3-III In re Harlan D. Douglass Trust

I

Trial evidence showed that Maxine Douglass executed her last will and

testament (Will) on January 28, 2008, drafted by Joe Delay, her long-time

attorney. Maxine created the Harlan D. Douglass Trust (Trust) in the Will. The

terms of Maxine’s will mandated that upon her death the residue of her estate

would pass into the Trust, which was created to first benefit her husband, Harlan,

and then to benefit their three children, Harley, Stacey Douglass Boies, and

Lanzce. Under the terms of the Will, Harley would eventually receive 50 percent

of the residual Trust property, Stacey would receive 40 percent, and Lanzce would

receive 10 percent. Maxine appointed Harlan as trustee (Trustee) and designated

Harley and Stacey as Co-Trustees in the event Harlan was unwilling or unable to

serve as Trustee. The Will vested the Trustee with the power to distribute Trust

principal to Harlan as the Trustee deemed necessary and proper after considering

all other sources of income or property reasonably available, as well as the power

to distribute to Harlan up to five percent of the Trust res annually.

Additionally, the Will appointed Thomas Hamilton as “Special Trustee.”

The Special Trustee had “the power and authority, in his sole, absolute and

unfettered discretion, to make any one or more distributions to [Harlan] at any

time or times from the principal of the [Trust], after taking into consideration any

3 No. 39829-3-III In re Harlan D. Douglass Trust

factor or factors which the Special Trustee, in its sole, absolute and unfettered

discretion, wishes to take into consideration.”

Maxine passed away on November 14, 2016.

Harlan initiated probate of Maxine’s estate and was appointed as personal

representative to carry out the terms of the Will, including funding the Trust.

Attorney Delay assisted in funding the trust, having represented Harlan for

decades. In 2017, the probate court entered an order funding the Trust by

conveying real property to the Trust. Although estimates of the value of Harlan’s

and Maxine’s combined estates varied, it was indisputably in the hundreds of

millions of dollars.

After Delay assisted in opening the probate, he realized he needed to

address an issue of undivided ownership of real property. During probate, one

hundred percent of the properties owned by Harlan and Maxine’s Estate were

owned by both Harlan and the Estate in undivided one-half interests. The goal

was to have Harlan own fifty percent of the properties in fee simple and the Trust

own fifty percent of the properties in fee simple. To resolve the issue, Delay and

Harlan divided the properties into two separate groups of equal value, with the

goal that ultimately the properties in one group would be owned by Harlan and the

4 No. 39829-3-III In re Harlan D. Douglass Trust

properties in the other group would be owned by the Trust. Delay passed away on

May 8, 2019.

After Delay’s passing, Lanzce called Seattle attorney Michael Murphy and

asked if Murphy would represent Harlan in estate planning and finish the work

Delay had begun. Murphy had previously represented Harlan in a variety of

matters between 2000 and 2007, but he had not represented Harlan since 2007.

However, Murphy had represented Lanzce in that time frame and continuing

through to the time of trial. Following the phone call between Lanzce and

Murphy, a conference call was held between Lanzce, Murphy, and Harlan. During

the call, Murphy, Lanzce, and Harlan discussed Murphy representing him in

finishing Delay’s work.

Murphy prepared an engagement letter, reflecting the scope of his

representation of Harlan, on May 15, 2019. Murphy testified that in addition to

seeking assistance with estate and tax planning, Harlan wished to make the

allocations to the children under the Will more fair in light of his and Maxine’s

previous gifts to Harley. The engagement letter described intent to transfer real

property into family LLCs jointly owned by Harlan, Lanzce, and Stacey, with

Lanzce and Stacey having agreements to buy out Harlan’s interest over time. The

same day, Murphy drafted a letter of instruction intended to appear as though it

5 No. 39829-3-III In re Harlan D. Douglass Trust

was authored by Harlan. Murphy e-mailed the letter to Lanzce, it was copied onto

Harlan’s letterhead, and Lanzce obtained Harlan’s signature on the letter.

According to the letter of instruction, Harlan requested that Murphy prepare deeds

to transfer certain properties outlined in the letter from Harlan to “ ‘2019 Douglass

Family Apts. LLC.’ ” Murphy testified that transferring property from the Trust to

LLCs would be a mechanism to achieve estate tax savings. Neither letter

requested a deed that transferred property out of the Trust.

Murphy then worked with Tom Irish, an employee at Spokane Title

Company (STC), to fulfill Harlan’s wish to own 50 percent of his and Maxine’s

community property and for the Trust to own the other 50 percent. On May 28,

2019, Harlan signed an agreement with STC. The agreement provided that STC

would prepare two special warranty deeds that would accomplish Harlan’s desired

property transfer. On July 18, 2019, Harlan signed the two special warranty

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