In the Matter of the Marriage of: Hellen Olbricht & Lloyd Olbricht

Court of Appeals of Washington·Decided December 2, 2021·No. 37722-9·Unpublished

Opinion

FILED

DECEMBER 2, 2021

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 Marriage of )

) No. 37722-9-III HELLEN OLBRICHT, )

)

Appellant, )

)

and ) UNPUBLISHED OPINION )

LLOYD OLBRICHT, )

)

Respondent. )

STAAB, J. — After mediation, Lloyd Olbricht and Hellen Olbricht and their respective attorneys signed a CR 2A settlement stipulation to resolve all their dissolution issues. Before entering final orders, Mr. Olbricht moved to set aside the settlement asserting that the settlement was vague and unenforceable. Finding that the settlement provided for the division of assets by percentage, a commissioner denied a motion to continue the trial and granted Ms. Olbricht’s motion to enforce the CR 2A settlement.

Mr. Olbricht appeals, arguing that the CR 2A settlement was vague and failed to identify investment accounts or provide clear instructions for distribution. Finding no abuse of discretion, we affirm the lower court’s enforcement of the settlement and award fees and costs to Ms. Olbricht on appeal.

In re Marriage of Olbricht

FACTS

After 61 years of marriage, Hellen Olbricht petitioned for legal separation. The petition was subsequently amended for divorce. The first amended petition for divorce involved exclusively financial issues. The second amended petition added a restraint request. The court initially scheduled the case for a one-day bench trial. On February 20, 2020, the parties participated in mediation and entered into a settlement agreement resolving the valuation, characterization and distribution of assets and liability of the marriage. The settlement agreement was signed by the parties and their attorneys and filed with the court as a CR 2A stipulation on February 25, 2020. In the stipulation, the parties acknowledge each was represented by counsel and “had sufficient opportunity to consult with legal counsel.” Clerk’s Papers (CP) at 16. “The parties affirm that, having had sufficient time to consider and obtain legal advice, this is a just and equitable distribution of assets and liabilities. This agreement shall be enforceable by under CR2A.” CP at 20. Each party agreed to the stipulation and subsequent entry of “Findings of Fact & Conclusions of Law and Decree of Dissolution” as drafted by Ms. Olbricht’s attorney reflecting the stipulation agreement terms. CP at 16. The parties agreed to “cooperate in executing necessary documents to effectuate the divorce in accordance with this stipulation.” Id. Each party was awarded the property currently in their possession except as itemized. Each party was awarded stock and retirement funds in their own name, including the “Lucent pension” in Mr. Olbricht’s name and the

In re Marriage of Olbricht

“Hellen Annuity” to Ms. Olbricht. Exhibit A attached to the CR 2A stipulation specifically agreed to split the Ameritrade account by distributing $469,350.00 to Ms. Olbricht and $380,650.00 to Mr. Olbricht. The additional “Ameriprise” accounts are not listed on the stipulation.

On April 2, 2020, Ms. Olbricht’s attorney provided proposed final dissolution decree documents to Mr. Olbricht’s counsel that clarified the list of specific accounts, particularly the Ameriprise subaccounts and portfolio, since the stipulation “was not clear.” By e-mail, Mr. Olbricht’s attorney indicated that the findings and conclusions “look good” and suggested additional account information be added to the proposed decree. A second mediation was scheduled for June 25, 2020, but was canceled by Mr. Olbricht.

Mr. Olbricht filed a motion to set aside the agreement, which was heard on July 5, 2020. Mr. Olbricht admitted to withholding more than 500 pages of discovery from Ms. Olbricht prior to mediation and then complained of valuation inaccuracy after entry of the agreement. He admitted that the Ameriprise account was mislabeled as Ameritrade and alleged it is inaccurate because it was not itemized by subaccount. He also alleged that the stipulation failed to itemize stocks in his name, particularly a Nokia retirement account and certain Glacier Bank accounts. He admitted that he understood that the CR 2A stipulation would finalize the dissolution. The court commissioner heard Mr.

In re Marriage of Olbricht

Olbricht’s motion to set aside the CR 2A stipulation on July 14, 2020, and denied it without findings.

On July 30 the superior court heard Mr. Olbricht’s motion to revise the commissioner’s ruling and Ms. Olbricht’s motion to enforce the CR 2A settlement. By declaration, Ms. Olbricht’s attorney clarified that the Lucent Pension listed in the CR 2A agreement is the Nokia retirement account. The Ameritrade total listed in the CR 2A agreement is an aggregate of the Ameriprise stock accounts. He further declared that at the mediation, the parties agreed that the Ameriprise annuities were listed in the CR 2A agreement under income to Ms. Olbricht as “Hellen Annuity $22,718/yr.” Ms. Olbricht declared that “I agreed to accept a settlement for less than half of our community property because I wanted this done and over with.” CP at 28.

After considering the record and relevant authorities, the superior court denied Mr.

Olbricht’s motion to revise and granted Ms. Olbricht’s motion to enforce the settlement. The court noted that the mediator was experienced, and both parties were represented by attorneys. The court had “no doubt but that this was argued, it was negotiated . . . it’s really not for us to . . . second guess it now several months later.” Report of Proceedings (RP) at 52. After considering the facts in a light most favorable to Mr. Olbricht, the court found that the parties intended to divide the Ameriprise accounts proportionally, awarding 44 percent to Mr. Olbricht and 56 percent to Ms. Olbricht. The trial court

In re Marriage of Olbricht

ordered Ms. Olbricht to prepare orders to effectuate the enforceable CR 2A agreement, circulate them to Mr. Olbricht and present them on July 31, 2020.

After the court’s oral decision, Mr. Olbricht’s attorney asked whether the court would consider delaying entry of the final orders while his client sought discretionary review with this court. The trial court denied this request, noting its preference that final papers be presented “[t]hat way he can appeal the final decision. There’s no need, really, for an interlocutory appeal.” RP at 57.

The parties presented agreed orders on July 31 without objection. RP at 60-69.

To update the original stipulation exhibit A dollar amounts, the parties filed a second stipulation as to Ameriprise Accounts indicating that “the attached Ameriprise Financial statement dated 6/10/2020 is a true and correct statement of all accounts held by Lloyd and/or Hellen Olbricht with Ameriprise Financial as referenced in the CR 2A agreement entered February 20th, 2020.” CP at 159. Stipulation exhibit B was attached to the final orders to reflect these updated amounts. The final dissolution decree entered July 31 specifically itemized and allocated the Ameriprise accounts in accordance with Exhibit B and the newly stipulated Ameriprise financial statement. According to the final order, Mr. Olbricht received $327,416.27 for a distribution of 44 percent of the Ameriprise accounts and Ms. Olbricht received $416,711.61 for a 56 percent distribution of the Ameriprise accounts. The trial court also entered Findings and Conclusions,

In re Marriage of Olbricht

incorporating the divorce decree and its exhibits and approving a restraint order. No other issues remained before the court. The trial court struck the trial date.

Mr. Olbricht appeals, contending that the CR 2A agreement is unenforceable because it is inaccurate, inconsistent, and vague. He also contends that the trial court abused its discretion and violated his due process rights by failing to authorize an interlocutory appeal and canceling the trial.

ANALYSIS

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