Revocable Living Trust Of: Raymond A Levesque And Marilyn A Levesque

CourtCourt of Appeals of Washington
DecidedJuly 8, 2024
Docket86170-1
StatusUnpublished

This text of Revocable Living Trust Of: Raymond A Levesque And Marilyn A Levesque (Revocable Living Trust Of: Raymond A Levesque And Marilyn A Levesque) 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
Revocable Living Trust Of: Raymond A Levesque And Marilyn A Levesque, (Wash. Ct. App. 2024).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

CAMERON INVESTMENTS, INC., a Washington corporation; SAGER No. 86170-1-I DEVELOPMENT, INC.; a Washington corporation; SAGER FAMILY HOMES, DIVISION ONE INC., a Washington corporation; and JOHN A. BALL and DORA BALL, UNPUBLISHED OPINION husband and wife, and the marital community thereof,

Appellants,

v.

REVOCABLE LIVING TRUST OF RAYMOND A. LEVESQUE AND MARILYN A. LEVESQUE by and through its Trustees, Raymond A. Levesque and Marilyn A. Levesque,

Respondents.

MANN, J. — This appeal arises out of a failed real estate purchase and

transaction. The Levesque Living Trust and Raymond and Marilyn Levesque

(Levesques), and neighbors John and Dora Ball contracted to sell vacant land to

Cameron Investments, Inc., a development company controlled by William Sager No. 86170-1-I/2

(Sager). 1 The purchase and sale agreement (PSA) anticipated adjusting property

boundary lines to facilitate future subdivision and development. The boundary line

adjustments (BLA) and related deeds led to some of the Levesques’ property being

combined with some of the Balls’ property with title to the entire parcel held solely by the

Levesques. Eventually, Sager closed with the Balls to allow them out of the transaction.

Sager then failed to close with Levesque. The Levesques then sued Sager raising

several causes of action including breach of contract and rescission. After a bench trial,

the trial court concluded that the Levesques proved Sager breached the PSA and

awarded them the closing extension fees, earnest money, and attorney fees. The trial

court also rescinded the BLA and ordered Sager to restore the original boundary lines.

Sager appeals arguing the trial court made several errors in its findings of fact and

conclusions of law. We affirm.

I

A

The Levesques owned three parcels of property covering several acres in

University Place. The property was mostly vacant except for the Levesques’ house.

The Balls also owned three parcels of mostly vacant land that abutted Levesque’s

property. The Levesques’ and Balls’ parcels are located north of 53rd Street and

generally depicted as follows:

1 For clarity, we refer to respondents Raymond and Marilyn Levesque and their revocable living

trust, as the “Levesques.” We refer to appellants Cameron Investments, Inc., Sager Development, Inc., Sager Family Homes, Inc., and principal William Sager collectively as “Sager.”

-2- No. 86170-1-I/3

The Levesques and Balls decided to sell their vacant property and contacted real

estate broker Colleen Walker, with Coldwell Banker-Bain. Walker listed the Levesques

and Balls properties together to make the properties more marketable to developers.

The Levesques and Balls agreed to split the sale proceeds so that the Balls would

receive 30 percent and the Levesques would receive 70 percent, irrespective of their

actual ownership percentages of the land.

On November 5, 2017, the Balls and Levesques entered into a PSA with another

of Sager’s entities—Cameron Investments Inc. 2 On November 20, 2007, the parties

settled on a purchase price of $1,350,000 for the vacant parcels. This was based on

Sager’s estimate that the combined properties could be subdivided and create a

2 At first, in July 2017 the Levesques and Balls entered into a purchase and sale agreement with

Ascaras—one of Sager’s entities—for the sale of the properties. The initial transaction failed after Sager’s partner expressed his disinterest in the purchase.

-3- No. 86170-1-I/4

minimum of 24 lots, at a price of $56,250 per lot. The PSA required a deposit of earnest

money in the amount of $40,000.

The parties agreed that the closing date would be 30 business days following the

approval of a preliminary plat (subdivision), and receipt of site development engineering,

and no later than November 30, 2018. The PSA allowed Sager to extend closing for up

to one, four-month period with a required payment of $10,000 to the sellers. The PSA

anticipated two boundary line adjustments: one to segregate the Levesque home, and

one to segregate the Ball home, from the rest of the properties.

On June 18, 2018, the parties executed an addendum agreeing to another BLA

to create three new lots along 53rd Street so that Sager could avoid the significant cost

of developing the street. The parties agreed that the price of the new lots would be

$56,250 each. Sager testified to the reasoning behind the BLAs:

Because we knew we had six tax parcels to work with. Okay? To do a boundary line adjustment, you cannot add tax parcels. That would be a development. Okay? But you can move parcels around.

So we knew we needed one for Levesque’s house, one for Ball’s house, and then we needed to get 53rd off of the map. So the only way to do that is to put lots on 53rd that don’t require development of 53rd because they’re existing lots of record.

On November 27, 2018, the parties agreed to extend closing to March 31, 2019.

Extending the closing date required Sager to pay $10,000 to the Balls and Levesques.

On November 29, 2018, the Balls and Levesques signed a record of survey for a

BLA that was then recorded in Pierce County on December 17, 2018. The signatures

on the BLA of Ball and Levesque were notarized by an employee of Sager. The first

two pages of the four-page document, which include the signatures, were dated

-4- No. 86170-1-I/5

November 29, 2018. The third and fourth pages were dated December 14, 2018. On

page three was a map of the parcels showing the proposed changes with revised

parcels. Page four contained the original legal descriptions and the revised legal

descriptions of the parcels.

The BLA led to the agreed segregation of the Balls and Levesques homes and

created the three new lots along 53rd Street. But because the BLA could not create

additional parcels beyond six, the remaining property—some belonging to the

Levesques and some belonging to the Balls—was combined into a single revised

parcel, marked parcel B. The revised boundaries looked generally as follows:

Sager directed his attorney to work with the Levesques and Balls to “make that

assemblage happen . . . in order to create the best process forward to take ownership of

this assembled parcel.” Sager’s attorney prepared several quitclaim deeds to reflect the

changes made by the BLA and, for reasons not clear in the record, the Balls quitclaimed

-5- No. 86170-1-I/6

their real property interest in revised parcel B to the Levesques. The deeds were

recorded on March 13, 2019.

Raymond Levesque testified that while he understood boundary lines would be

adjusted, he did not know specifics or how Sager planned to do it. He learned about the

combination of the properties into revised parcel B when he and the Balls had an issue

paying property taxes. The Levesques paid their property taxes as normal and

unexpectedly received a returned payment with notice that those parcels no longer

existed. Levesque stated that the combination was a complete surprise to him. Walker

testified that she was aware of the BLAs agreed to in the addendums, but did not

understand that the result would be a combination of the remaining property into a new

parcel owned solely by Levesque. Walker described the map presented to her as

showing the three new parcels along 53rd Street and the separation of the residences,

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