The Estate Of Robert R. Parman

Court of Appeals of Washington·Decided February 12, 2024·No. 85373-2·Unpublished

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON In the Matter of the Estate of: No. 85373-2 ROBERT R. PARMAN, DIVISION ONE Deceased. UNPUBLISHED OPINION

FELDMAN, J. — Elizabeth Bartlett appeals a trial court order denying her verified petition for probate of lost will (Petition), awarding the personal representative of the Estate of Robert Parman (Estate) attorney fees and costs totaling $5,722.98, and ordering her to file a separate motion requesting that the Petition be sealed. We reverse the trial court’s order requiring Parman to file a motion requesting that the Petition be sealed, but in all other respects we affirm.

I

Elizabeth Bartlett (Bartlett) and Shawn Parman (Shawn) were married from 1986-2017. Shawn’s parents were Robert and Ruth Parman, both now deceased (Robert in 2005 and Ruth in 2019). 1 After Robert died, Shawn was appointed personal representative of the Estate. On October 28, 2021, Shawn filed a declaration of completion of probate in which he represented under oath that

1 Because this matter involves Robert, Ruth, and Shawn Parman, we refer to each by their first name to avoid confusion.

Robert died intestate with 100 percent of the distributive shares going to Ruth’s estate.

The Estate’s relationship with Bartlett has been contentious. In October 2020, Bartlett filed a creditor’s claim against the Estate seeking approximately $375,000 for her contributions to the property known as the Renata Lane Property. The Estate denied her claim, Bartlett sued, and the trial court dismissed Bartlett’s lawsuit. Division 2 of this court affirmed the trial court’s decision. 2 Bartlett also disputes Shawn’s declaration that Robert died intestate. To that end, on October 22, 2021, Bartlett’s attorney, Dan Young, telephoned the Althauser Rayan Abbarno law firm, which had performed legal services for Robert and his parents in probate matters, and requested a copy of Robert’s will. Despite Shawn’s sworn declaration that Robert had died intestate, the law firm sent Young a copy of the requested will (the Discovered Will) on November 9, 2021.

The Discovered Will appears to be signed and initialed by Robert, signed and initialed by two witnesses, and properly notarized. It mentions Bartlett in a single provision, which reads as follows:

I give the residue of my estate, of whatsoever nature and wheresoever located, to my spouse, RUTH MARIE PARMAN, if my spouse survives me by a period of ninety (90) days, and in the event that my spouse does not so survive me, I give fifty percent (50%) of the following described real estate to my daughter-in-law, ELIZABETH [BARTLETT 3], to wit:

. . . [the property] Commonly known as 6414 Renata Ln SW, Olympia, Washington 98512.

2 Bartlett v. Estate of Parman, No. 56536-6-II, unpublished (Wash. Ct. 2022), https://www.courts.wa.gov/opinions/pdf/D2%2056536-6-II%20Unpublished%20Opinion.pdf. 3 The will refers to Bartlett by her maiden name, which was Elizabeth Morrow.

(Emphasis added.) As the italicized text shows, Bartlett would have received 50 percent of the Renata Lane Property under the Discovered Will if Ruth had not survived Robert by 90 days. But because Ruth survived Robert by more than 90 days, Bartlett would not have received anything under the Discovered Will even if it had been probated.

Nevertheless, in April 2023, now in possession of the Discovered Will, Bartlett filed the Petition asking the court to “admit to probate the attached copy of a lost will.” The court denied the Petition on standing grounds. The court explained, “[w]ith no interest in the testacy of this estate, [Bartlett] has no rational argument that she has standing for any relief she requests because she neither stands to lose nor gain from the relief she requests.”

In addition to denying the Petition, the trial court concluded, “[i]t is equitable under RCW 11.96A.150 to grant the estate its attorney fees in responding to the Verified Petition, which is frivolous and advanced without cause.” The court then awarded the Estate attorney fees and costs totaling $5,722.98. Lastly, the court’s order further states: “Within 14 days of this Order Bartlett shall apply to the Chief Judge of this Court by separate motion and request the Verified Petition be sealed in similar fashion as it was sealed in Thurston County (redacted version filed in its stead).”

Bartlett appeals.

II

A. Standing Bartlett argues that the trial court erred in dismissing the Petition on standing grounds. We disagree.

The standing issue in this appeal is governed by RCW 11.24.010, which provides as follows:

If any person interested in any will shall appear within four months immediately following the probate or rejection thereof, and by petition to the court having jurisdiction contest the validity of said will, or appear to have the will proven which has been rejected, he or she shall file a petition containing his or her objections and exceptions to said will, or to the rejection thereof.

Interpretation of a probate statute is a question of law that we review de novo. In the Matter of the Estate of Kolesar, 27 Wn. App. 2d 166, 172, 532 P.3d 1070 (2023).

Unlike RCW 11.20.010, which governs the initial delivery of a will to the court having jurisdiction or to the person named in the will as executor, 4 RCW 11.24.010 expressly limits standing to contest or prove the validity of a will to those persons who are “interested” in the will. RCW 11.24.010. Our Supreme Court recognized this distinction between these two statues in In the Matter of the Estate of Romano, 40 Wn.2d 796, 807, 246 P.2d 501 (1952). It first recognized that the

4 RCW 11.20.010 provides: “Any person having the custody or control of any will shall, within thirty

days after he or she shall have received knowledge of the death of the testator, deliver said will to the court having jurisdiction or to the person named in the will as executor, and any executor having in his or her custody or control any will shall within forty days after he or she received knowledge of the death of the testator deliver the same to the court having jurisdiction. Any person who shall wilfully violate any of the provisions of this section shall be liable to any party aggrieved for the damages which may be sustained by such violation.”

executrix there “presented the will for probate, as provided in RCW 11.20.010.” Id. The court then noted that where the will is rejected, as occurred in the instant case, “[t]he only recourse [is] to contest the rejection of the will, pursuant to the procedure set out in RCW 11.24.010.” The court then stated, consistent with the plain language of RCW 11.24.010, that “such a contest may be instituted by ‘any person interested in any will.’” Id. (emphasis added).

Subsequent cases have recognized that the statutory requirement “any person interested in any will” is limited to individuals who have “‘a direct, immediate, and legally ascertained pecuniary interest in the devolution of the testator’s estate, such as would be impaired or defeated by the probate of the will or benefited by the declaration that it is invalid.’” Kolesar, 27 Wn. App. 2d at 173 (quoting In the Matter of the Estate of O’Brien, 13 Wn.2d 581, 583, 126 P.2d 47 (1942). Stated another way, the litigant “‘must stand to lose directly in a financial way’” if the relief they seek is denied. Id. (quoting O’Brien, 13 Wn.2d at 583). Applying these standing requirements to a will contest in Kolesar, we held that the primary beneficiaries under a second will (which if proven would supplant a prior will) lacked standing to contest the will because they would inherit nothing if the court invalidated the second will and therefore would not suffer any direct financial loss if the relief they sought were denied. Id.

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