Pitzer v. Union Bank of Cal.

9 P.3d 805
CourtWashington Supreme Court
DecidedSeptember 14, 2000
Docket67701-8
StatusPublished
Cited by16 cases

This text of 9 P.3d 805 (Pitzer v. Union Bank of Cal.) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pitzer v. Union Bank of Cal., 9 P.3d 805 (Wash. 2000).

Opinion

9 P.3d 805 (2000)
141 Wash.2d 539

Marie PITZER, Carolann Guilford, and James Allotta, Respondents,
v.
UNION BANK OF CALIFORNIA (formerly known as the Bank of California), a foreign corporation, as Personal Representative of the Estate of Rose Magrini, Petitioner, and
In the Matter of the Estate of Rose Magrini, Deceased,
In the Matter of the Estate of Frank Magrini, Deceased.

No. 67701-8.

Supreme Court of Washington, En Banc.

Argued February 15, 2000.
Decided September 14, 2000.

*806 Kendall Michael Jennings, Paul Ralph Willett, James W. Feltus, Tacoma, for Petitioner.

*807 Franklin William Shoichet, Seattle, for Respondent.

MADSEN, J.

Marie Pitzer, Carolann Guilford, and James Allotta (Respondents) have recently come to believe they are the illegitimate[1] children of the late Frank Magrini and seek imposition of a constructive trust against the estate of Rose Magrini, Frank Magrini's late wife, who was the coexecutor and sole beneficiary of his estate. Alternatively, Respondents seek to reopen his probate, which has been closed since 1974.

At the time of Frank Magrini's death, former RCW 11.04.080, repealed by 1965, ch. 145, § 11.99.015, provided that illegitimate children were not able to inherit from their father's estate as pretermitted heirs unless the father acknowledged paternity in a signed and witnessed writing. No acknowledgment exists in this case. Nevertheless, Respondents contend they are entitled to receive a portion of Frank Magrini's estate because, argue Respondents, former RCW 11.04.080 is constitutionally infirm. Specifically, they contend the statute unlawfully discriminates on the basis of illegitimacy and sex based classifications and thus, violates the equal protection clause of the United States Constitution, article I, section 12 of the Washington Constitution, and the Equal Rights Amendment.

We hold that Respondents may not avail themselves of the equitable remedy of a constructive trust, nor have they made the necessary showing to reopen Frank Magrini's probate. Therefore, we find it unnecessary to decide the merits of Respondents' constitutional arguments. See State v. Smith, 104 Wash.2d 497, 505, 707 P.2d 1306 (1985) ("court will not reach a constitutional issue if it can decide the case on nonconstitutional grounds"). Accordingly, we reverse the Court of Appeals and affirm the trial court's grant of summary judgment in favor of Petitioners.

FACTS

The Petitioners in this case are Union Bank of California (the personal representative of Rose Magrini's estate) and the estates of Rose and Frank Magrini. Respondents are Marie Pitzer, Carolann Guilford, and James Allotta, all of whom claim to be the illegitimate children and pretermitted heirs of Rose Magrini's late husband, Frank Magrini. Respondents, in two consolidated actions, seek to impose a constructive trust on his wife's estate for the amounts they believe they were entitled to receive as his pretermitted heirs, or alternatively, reopen Frank Magrini's 1965 probate. Clerk's Papers (CP) at 65-72, 207-12. Respondents have filed a separate paternity action, not consolidated with this case, which is currently pending in superior court. Resp'ts' Opening Br. at App. B.

Frank and Rose Magrini were married, but never had children. Rose's brother, Fischer Allotta, was married to Anna Allotta until the couple's divorce in 1960. CP at 110. Anna Allotta gave birth to Respondents, the last of whom was born in 1946. Throughout their childhood, Respondents knew of Frank Magrini as their "uncle." Id.

Frank Magrini died testate on September 6, 1965, and his will was admitted to probate on September 9 of the same year. CP at 6. Frank left his entire estate to his wife Rose, naming her and his attorney, Leo McGavick, as coexecutors of his estate. CP at 2, 4. Respondents were contingent beneficiaries under Frank Magrini's will, named in a list of eight "nieces and nephews." CP at 4. The record does not contain any evidence that Respondents were given official notice of Frank Magrini's probate. The coexecutors distributed the assets as provided for in the will and a Declaration of Completion of Administration was filed on March 8, 1974. CP at 63.

*808 Rose Magrini died on December 8, 1995. CP at 207. In April 1996, Respondents moved to reopen Frank Magrini's estate. CP at 71. They also filed suit against Petitioner, the personal representative of Rose Magrini's estate. CP at 207-212. By agreement of the parties the two actions were consolidated. CP at 219. Respondents claim the coexecutors of Frank Magrini's estate, Rose Magrini and Leo McGavick, should have notified them of the 1965 probate because they are Frank Magrini's children, and thus, according to Respondents, entitled to a share of his estate as pretermitted heirs. CP at 65-66.

In a supporting affidavit, Respondent Carolann Guilford explains how in 1995 she came to believe that "Uncle Frank" might be more than just an uncle. CP at 114-16. Carolann Guilford states that she was present when James Allotta visited Rose Magrini in the hospital just prior to her death. CP at 115. According to Ms. Guilford, Rose Magrini recognized Mr. Allotta (whom she had not seen in 30 years) and after he left the room Rose removed her oxygen mask and said, "Frank's son." CP at 112. Ms. Guilford later discussed that remark with older relatives. CP at 116. These relatives recounted that they had known for years that Fischer Allotta had been sterile due to syphilis, that Anna Allotta had a lengthy affair with Frank Magrini, and that Frank Magrini had fathered all of Anna Allotta's children. CP at 119-23, 148-51. Three relatives submitted affidavits confirming the same and stating that Frank's paternity of Anna's children was a closely guarded family secret until after Rose's death. Id.[2]

The Pierce County Superior Court granted summary judgment in favor of Petitioners, dismissing Respondents' claims with prejudice. CP at 237-38. The court found that former RCW 11.04.080 was constitutional and that as such, Respondents did not qualify as pretermitted heirs because Frank Magrini had not acknowledged his paternity in a signed and witnessed writing. Resp'ts' Opening Br. at App. A. In making its decision, the court assumed that Respondents were "in fact" biological children of Frank Magrini. Id. As an alternative finding, the court determined that there was no showing of fraud, which the court would have required as a prerequisite to reopening Frank Magrini's estate or imposing a constructive trust on the estate of Rose Magrini. Id.

In a published split decision, the Court of Appeals, Division Two, reversed. Pitzer v. Union Bank, 93 Wash.App. 421, 969 P.2d 113 (1998). The Court of Appeals held that even if former RCW 11.04.080

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Barbara Shultz, V. Peace Health
Court of Appeals of Washington, 2025
Anita Asphy, V. State Of Washington, Dcyf
552 P.3d 325 (Court of Appeals of Washington, 2024)
SOP, Llc, V. DWP General Contracting, Inc.
Court of Appeals of Washington, 2022
Richard L. Ferguson v. Employment Security Department
Court of Appeals of Washington, 2020
In re Estate of Petelle
Washington Supreme Court, 2020
Brian Fay v. Showcase Motors
Court of Appeals of Washington, 2019
Marisa Bavand v. Onewest Bank Fsb
385 P.3d 233 (Court of Appeals of Washington, 2016)
Charles Smith, Et Ux v. Lloyd Reich, Et Ux
Court of Appeals of Washington, 2015
Keck v. Collins
357 P.3d 1080 (Washington Supreme Court, 2015)
Darla Keck v. Chad P. Collins, DMD
Court of Appeals of Washington, 2014
Keck v. Collins
325 P.3d 306 (Court of Appeals of Washington, 2014)
Stephens v. Omni Insurance
138 Wash. App. 151 (Court of Appeals of Washington, 2007)
Nelson v. Jusenius
151 P.3d 995 (Court of Appeals of Washington, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
9 P.3d 805, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pitzer-v-union-bank-of-cal-wash-2000.