Jack F. Clearman, V. Alice J. Clearman And Peter L. Buck

CourtCourt of Appeals of Washington
DecidedJuly 18, 2023
Docket57008-4
StatusUnpublished

This text of Jack F. Clearman, V. Alice J. Clearman And Peter L. Buck (Jack F. Clearman, V. Alice J. Clearman And Peter L. Buck) 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
Jack F. Clearman, V. Alice J. Clearman And Peter L. Buck, (Wash. Ct. App. 2023).

Opinion

Filed Washington State Court of Appeals Division Two

July 18, 2023

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

DIVISION II In the Matter of the Vulnerable Adult Petition No. 57008-4-II for Jack Clearman, (consolidated with No. 57018-1-II) REBECCA CLEARMAN, Respondent,

v.

ALICE JANE CLEARMAN and PETER UNPUBLISHED OPINION BUCK,

Appellants.

CRUSER, A.C.J. — On December 6, 2021, Rebecca R. Clearman filed a petition for a

Vulnerable Adult Protection Order (VAPO) on behalf of her 100-year-old father, Jack Clearman,

against her sister, Alice Clearman.1 A temporary order was granted that same day. Three days later,

on December 9, Jack died. On January 7, 2022, the superior court held a hearing regarding the

VAPO. The court made oral findings of fact and entered the VAPO with Alice Clearman and Peter

Buck as the restrained parties. On April 26, 2022, the court entered a document entitled written

findings of fact and conclusions of law against Alice and Peter Buck, Alice’s boyfriend. Based on

its factual findings, the court concluded that Alice and Peter abused and neglected Jack.

Alice and Peter appeal the superior court’s January 7, 2022 and April 26, 2022 orders.

1 This opinion will refer to members of the same family by their first names to avoid confusion. Nos. 57008-4-II/57018-1-II

We hold that the superior court erred in entering the January 7 and April 26 orders against

Peter and Alice because the VAPO petition was moot.

FACTS

A. BACKGROUND

Jack Clearman passed away on December 9, 2021, at the age of 100. He had three children,

Rebecca, Joe, and Alice. Vikki Clearman was Jack’s daughter-in-law and Joe’s wife. In 2015,

Jack’s wife passed away. Alice lived with Jack for the last six years of his life to supervise and

care for him. In August 2021, Alice’s boyfriend, Peter Buck, moved in. Jack did not know Peter

before he moved into the house.

In 2007, Jack executed a last will and testament providing for the distribution of his assets

upon his death. Jack’s 2007 last will and testament devised and bequeathed his estate to his wife,

and in the event of her death to his three children, Joe, Rebecca, and Alice. The will also nominated

and appointed Jack’s wife as the personal representative of his estate and then Joe as the first

alternate, Rebecca as the second alternate, and Alice as the third alternate.

In 2018, Jack executed durable power of attorneys nominating his daughter-in-law, Vikki,

as his attorney-in-fact with the full authority to manage his finances, and Rebecca as his health

care attorney-in-fact. Vikki assisted Jack with paying his bills and taking care of his finances for

many years prior to the appointment. In March 2021, Jack executed another financial power of

attorney again nominating Vikki as his attorney-in-fact. Additionally, Jack executed a healthcare

power of attorney nominating his daughter Rebecca as his attorney-in-fact.

2 Nos. 57008-4-II/57018-1-II

On September 1, 2021, Jack created a revocable living trust naming Vikki as trustee.2 Jack

was the beneficiary of the trust, and Joe, Rebecca, and Alice were named as successor beneficiaries

in equal shares. Jack assigned the title of his home and Georgia property to the trust, and placed

all of his furniture, household goods, and personal property located on both properties into the trust

as well.

On September 22, 2021, Peter sent an email to Rebecca and Vikki asking for evening and

weekend care for Jack to enable Alice to take breaks. On October 1, Peter sent a follow up email

asking Rebecca and Vikki to discuss overnight care. On October 4, Rebecca responded by email

to Peter’s message. Rebecca stated that Alice had refused any help in the home for the previous

five years, and that her father did not have an extra $13,000 a month to fund evening care and pay

for “house expenses, utilities, cable, insurance, taxes, and car expenses.” Clerk’s Papers (CP) at

28. Rebecca, who lived in Texas, further stated that a new plan for Jack’s living situation was

necessary, one that “honors Alice’s new interest in her own life”:

We must have a new long term plan that honors Dad’s need for 24 hour care which will only become more pronounced as he ages. . . .

Frankly I think Dad will do extremely well in an environment with lots more people and activity, plus his own private patio for chewing. It will be an adjustment for everyone; thankfully people adjust to changes, even unwanted ones.

Thank you for continuing to not bring Dad into this. I feel it best if ALL changes and inconveniences are blamed on me. I want to protect both my sibs and their significant others from any negative feelings Dad may have. Plus, legally and morally- this is my decision to make.

Id.

2 In their declarations, Alice and Peter contended that Vikki and Joe planned an elaborate ruse to get Jack out of the house that day and take him to an estate planning lawyer to create the trust.

3 Nos. 57008-4-II/57018-1-II

At some point between October 4 and October 27, Peter and Alice showed Rebecca’s email

to Jack and Jack thought that Rebecca wanted to move him out of the house into an institution. On

October 27, 2021, Alice notified Vikki that she and Peter showed Jack Rebecca’s October 4 email

about moving him out of the house. Alice, asserting that she was acting on Jack’s behalf, asked

Vikki to provide copies of any and all legal documents Jack signed since the passing of his wife

so that Jack would know who had legal powers over his person and his estate and what those

powers were. On October 29, Rebecca sent an email stating that she never wanted to move Jack

anywhere and demanded that Alice and Peter stop saying that she wanted to sell Jack’s house and

put him in an institution. Rebecca requested that Alice and Peter stop lying about her intentions.

Jack became worried that he was going to run out of money.

On October 30, Peter drafted a “Peace of Mind Commitment” document to create a

$500,000 fund for Jack’s care in case Jack ran out of money. Id. at 802. On November 5, Peter

sent this document to Jack’s children in an email explaining that he gave this document to Jack.

Peter indicated that because of the document Jack was no longer worrying about his finances. Peter

further indicated that Jack kept the document at his bedside table and was now sleeping better.

That same day Janean Kelly responded to a WSBA posting for an estate planning attorney.

Kelly met with Jack as a prospective client for about ninety minutes to discuss Jack’s intentions

regarding his estate. Jack was adamant that he be allowed to stay in his home and was upset that a

member of his family wanted to sell his home and relocate him to a care facility. Jack retained

Kelly and it was agreed that Kelly would prepare new estate planning documents for him. In their

meeting, Jack expressed his desire to revoke his March 2021 powers of attorney and create new

ones naming Alice as his attorney-in-fact to act on his behalf.

4 Nos. 57008-4-II/57018-1-II

On November 7, Jack terminated Vikki and Rebecca’s financial and healthcare powers of

attorney. Jack notified Vikki and Rebecca that he planned to have new powers of attorney prepared

that would prohibit his house from being sold and require that he reside in his home until his death

unless absolutely not feasible. That same day, Jack executed a general durable power of attorney

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Jack F. Clearman, V. Alice J. Clearman And Peter L. Buck, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jack-f-clearman-v-alice-j-clearman-and-peter-l-buck-washctapp-2023.