Sara Maynard, V. John And Mary Maynard, Respondent's

CourtCourt of Appeals of Washington
DecidedNovember 14, 2022
Docket82527-5
StatusUnpublished

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Sara Maynard, V. John And Mary Maynard, Respondent's, (Wash. Ct. App. 2022).

Opinion

THE COURT OF APPEALS FOR THE STATE OF WASHINGTON

SARA MAYNARD, No. 82527-5-I

Appellant, DIVISION ONE

v. UNPUBLISHED OPINION

JOHN MAYNARD JR., and MARY MALEY MAYNARD, and ATTORNEY JOHN R. HOLMES, and ATTORNEY JAMES A. JACKSON, and ESTATE OF HELEN B. MAYNARD by and through Andrew Pollock McConnell III in his capacity as Personal Representative of the Estate of Helen B. Maynard, Jr.,

Respondents.

ANDRUS, C.J. — Sara Maynard appeals the dismissal of her claims against

her brother, John Maynard Jr., who served as personal representative of their

parents’ estates, and John Holmes, an attorney who assisted their parents in

setting up and administering several family trusts, provided legal advice to John

Jr. in his role as trustee of these trusts, and represented John Jr. as personal

representative of their mother’s estate. She also challenges the trial court’s award

Citations and pin cites are based on the Westlaw online version of the cited material. No. 82527-5-I/2

of attorney fees and costs against her as sanctions under CR 11 and RCW

4.84.185. 1 We affirm in part and reverse in part.

FACTS

This appeal arises out of a dispute between Sara Maynard and her brother,

John Maynard Jr. (John Jr.), regarding the handling of the estates of their parents,

Helen Sr. and John Maynard Sr. (John Sr.), and his management of several family

trusts that their parents established.

John Sr. and Helen Sr. had five children: Carey Maynard Moody, Sara,

Helen Jr., John Jr. and Jared Maynard Lawson. According to Sara, her parents

retained John Holmes to prepare their wills and to create several testamentary

trusts. In July 2000, Holmes witnessed John Sr. execute his will. John Sr. passed

away in August 2000. At that time, John Sr.’s will created several trusts, the

primary of which being the John C. Maynard Credit Trust (JCM Trust), to which

Helen Sr. was appointed trustee. Holmes represented Helen Sr. in her role as

personal representative of John Sr.’s estate in 2000, and allegedly represented

her in her role as trustee of the JCM Trust.

In 2006, Helen Sr. signed her last will and testament. Holmes also

witnessed the execution of the will. In it, Helen Sr. appointed John Jr. to be her

personal representative and the successor trustee to the JCM Trust. In 2011,

Helen resigned as trustee of the JCM Trust, at which time John Jr. became the

1 Because Sara and John have the same last name, we will refer to them by their first names for

clarity. Because Sara’s mother and sister are both named Helen, the parties refer to them as Helen Sr. and Helen Jr. We do the same for clarity. Sara, in her notice of appeal, identified trial court rulings relating to defendants James A. Jackson, and the Estate of Helen B. Maynard Jr. (the Helen Jr. Estate). But she subsequently assigned no error to any ruling relating to these defendants. We interpret her failure to do so to constitute an abandonment of any appeal regarding the dismissal of her claims against Jackson and the Helen Jr. Estate. -2- No. 82527-5-I/3

successor trustee. Holmes advised John Jr. in his role as trustee of the trust and,

Sara alleges, continues to do so to this day.

Helen Sr. passed away in 2016. John Jr. filed a petition to probate her

estate in King County Superior Court No. 16-4-05205-1 (Probate Litigation) in

August of that year. The court appointed John Jr. as the personal representative

of her estate and, according to Sara, was represented by Holmes through at least

December 2018.

Sara filed a creditor’s claim in December 2016. After John Jr. rejected the

claim, Sara filed a lawsuit against John Jr. in March 2018, under King County

Superior Court No. 18-2-06779-1 (Creditor Claim Litigation). The court granted

John Jr.’s motion for summary judgment and dismissed Sara’s claims against him

personally and as personal representative of Helen Sr.’s estate in October 2018

because her claims were time-barred under RCW 11.40.100(1).

In the Probate Litigation, Sara contested John Jr.’s proposed distribution of

property under Helen Sr.’s will and alleged that her siblings, along with John Jr.’s

attorneys—Holmes and James Jackson—conspired to deprive her of personal

property her mother bequeathed to her. Sara also claimed that Holmes had

received this personal property from her mother’s safety deposit box in 2017, and

refused to give it to her. Sara signed a receipt on June 30, 2017, acknowledging

receipt of certain family jewelry distributed to her from her mother’s safe deposit

box. But she continued to maintain that Holmes was withholding additional

personal property to which she was entitled.

Meanwhile, in November 2017, John Jr. notified Sara and his other siblings

of his desire to make a partial distribution from Helen Sr.’s estate and from the -3- No. 82527-5-I/4

JCM Trust. He sent proposed distribution agreements for the siblings to sign,

which included releases of liability and indemnification provisions to which Sara

objected.

In April 2018, the probate court approved John Jr.’s petition to approve his

final report and the plan of distribution of Helen Sr.’s estate and denied Sara’s

request for an accounting. It did order the estate to provide Sara with tax records

for 2016 and 2017 and required Sara to identify within 30 days the personal

property she claimed she remained entitled to receive from the estate.

Shortly after the probate court entered this order, John Jr., as trustee of the

JCM Credit Trust, filed a petition seeking court approval of his activities in

managing that trust through April 30, 2018, under King County Cause No. 18-4-

03455-5 (JCM Trust Litigation). At a July 10, 2018 hearing, the court informed

John Jr. that he had no authority to require Sara to execute a release of liability as

a condition of receiving what she was entitled to receive from the trust. The court

“declined to use its authority under RCW 11.96A.020 to essentially bless the

actions of the trustee for the past 8 years. Further, the trustee’s demand that

beneficiaries waive any and all claims and indemnify the trustee (and possibly each

other) in order to receive a distribution to which they are entitled . . . is improper

and [was] rightfully refused by Sara Maynard.” 2

According to Mary Maley, John Jr.’s wife, Sara filed a new lawsuit against

John Jr. in July 2018 under King County No. 18-2-16613-6 but Sara subsequently

2 The record in this appeal does not indicate the current status of the JCM Trust Litigation. Sara supplied a December 2019 court order under which Jackson, John Jr.’s attorney, was ordered to provide Sara with copies of all trust documentation from 2011 to 2019. We have no further information before us regarding the claims, if any, pending before the court in that litigation. -4- No. 82527-5-I/5

dismissed that action voluntarily before effectuating service of process. We have

no record of the claims Sara raised in that lawsuit.

In June 2019, the probate court entered an order approving the final decree

of distribution of Helen Sr.’s estate and ordered Sara to pay $7,000 in attorney fees

to the estate for bringing baseless claims. Sara appealed that ruling to this court

in In re Estate of Helen Maynard, No.

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