PER CURIAM.
Seely seeks discretionary review of the trial court's order denying her motion for partial summary judgment with regard to the characterization and ownership of two condominiums. Review is denied because Seely fails to establish any of the criteria for review under RAP 2.3(b).
Dr. Dona Seely and Dr. Curtis Carlson married on February 14, 1982. Seely is an orthodontist, and Carlson was an orthodontist and a periodontist before his death. They maintained separate practices, but shared a floor of an office building they owned together.
In 1991, Seely and Carlson prepared estate planning documents, including a property agreement (1991 Agreement). The 1991 Agreement provided that "all of the property either or both of them now owns or hereafter acquires during their marriage is their community property."
On July 5, 2007, Christopher Medina and Janie Ng executed a statutory warranty deed conveying a condominium on Lenora Street in Seattle (Lenora Condo) to "Dona Seely, A Married Woman As her separate estate." (Boldface omitted.) The following day, Carlson executed a quitclaim deed conveying any interest in the Lenora Condo "to Dona Seely, A Married Woman As her separate estate." (Boldface omitted.) Carlson also executed an excise tax affidavit in conjunction with the quitclaim deed, certifying that the purpose of the transfer was "To Establish Separate Property."
On September 13, 2009, the Dona M. Seely DDS, MSD, P.S. Retirement Trust (Trust) signed a purchase agreement for a condominium on Blanchard Street in Seattle (Enso Condo). The Trust holds legal title to assets of an ERISA
In February 2012, Seely and Carlson created a new property agreement (2012 Agreement). The 2012 Agreement, which explicitly supersedes the 1991 Agreement, lists several items declared to be Seely's "separate property," including the Lenora Condo.
The record also includes a third document, dated August 10, 2013, addressing the characterization of the parties' property (2013 Agreement). The 2013 Agreement comprises five unnumbered, typewritten lists titled as follows: (1) "Community Property of Dr. Curtis E. Carlson & Dr. Dona Seely"; (2) "Assets of Dr. Dona Seely"; (3) "Liabilities of Dr. Dona Seely"; (4) "Assets of Dr. Curtis E. Carlson"; and (5) "Dr. Carlson's Liabilities." The page headed "Assets of Dr. Dona Seely" includes the Lenora Condo and the Enso Condo.
Dr. Carlson passed away on March 19, 2014. Sometime after Dr. Carlson's death, Dr. Seely was cleaning the home when she found a folder behind a desk in the home office the couple shared. Inside the folder was a draft petition for dissolution.
(Emphasis added.)
Carlson's will was admitted to probate. The personal representative for Carlson's estate (Estate) sued to remove Seely as administrator for the parties' community property. A superior court commissioner certified for trial various disputes related to the characterization of the parties' property, including the Lenora Condo and the Enso Condo. In the order, Seely stipulated she would not sell or otherwise dispose of the property until the resolution of the disputes regarding the characterization of the property.
On June 27, 2018, Seely moved for partial summary judgment, seeking a determination that the Estate had no ownership interest in the Lenora Condo or the Enso Condo.
In its response, the Estate argued that both condominiums were community property because they were purchased during the marriage using community funds. The Estate also disputed the authenticity and enforceability of both the 2012 Agreement and the 2013 Agreement, noting that Carlson's signature was not notarized on the 2012 Agreement and the 2013 Agreement did not contain any language purporting to transfer or convey the condominiums to Seely as separate property.
The Estate also submitted the declaration of Devitt Barnett, an attorney specializing in matters pertaining to federal taxes and the Employment Retirement Income Security Act of 1974 (ERISA), 29 U.S.C. §§ 1001-1453. Barnett opined that the Trust's purchase of the Enso Condo was prohibited under ERISA and the Trust would be required to unwind the transaction or suffer onerous tax penalties.
In reply, Seely moved to strike Barnett's declaration, arguing that his "speculative testimony fails to identify the facts and/or data upon which his opinion is based, as required, and provides inaccurate and misleading legal conclusions." Seely also argued that "conclusions of law should be left for the court and evidence offered to prove the law is inadmissible and improper."
The trial court denied summary judgment. The court made findings of fact as follows:
The trial court denied Seely's motion for reconsideration. Seely seeks discretionary review.
"An order denying summary judgment is interlocutory in nature and `not a final judgment for the claim still remains pending trial. The issue can be reviewed after trial in an appeal from final judgment.'"
This court grants discretionary review only on the four narrow grounds set forth in RAP 2.3(b):
RAP 2.3(b).
Seely first argues that the trial court erred in applying the community property presumption to the Lenora Condo and the Enso Condo. She argues that Carlson never had an ownership interest in the Enso Condo and explicitly disclaimed any interest in the Lenora Condo. Seely contends she is entitled to review pursuant to RAP 2.3(b)(1), (2), and (3).
Summary judgment is appropriate only if `"there is no genuine issue as to any material fact' and `the moving party is entitled to a judgment as a matter of law.'"
Here, Seely has not shown an error warranting review under RAP 2.3(b)(1). "The text of subsection (b)(1) provides that discretionary review is proper when the error committed is so blatant and severe that there is no point to continuing the particular litigation, either because further proceedings would require reversal and repetition on remand, or because the litigation should be dismissed altogether." Stephen J. Dwyer, Leonard J. Feldman, & Hunter Ferguson,
Furthermore, it was not obvious error for the court to conclude that there were genuine issues of material fact as to the parties' intentions regarding the property. Spouses may change the status of their community property to separate property by entering into mutual agreements.
Nor does Seely demonstrate error warranting review under RAP 2.3(b)(2). RAP 2.3(b)(2) "applies to orders that immediately change the rights of a party or modify some existing condition." Dwyer et al., 38 SEATTLE U. L. REV. at 102. Seely contends that "since an order prevents [her] from selling or transferring her real property, the trial court's decision limits [her] fundamental freedom to act with respect to that real property." While such an order might arguably limit her freedom to act, it was not imposed here. Instead, it was previously imposed by a superior court commissioner on December 18, 2017, a decision which Seely has not challenged. Moreover, for the reasons discussed above, the trial court's conclusion that there were genuine issues of material fact for trial was not probable error.
Finally, Seely fails to show she is entitled to review pursuant to RAP 2.3(b)(3). To do so, she must show that the trial court fundamentally departed from "the accepted and usual course of judicial proceedings" in denying her motion for partial summary judgment.
Seely additionally argues the trial court erred in considering the Barnett declaration. She argues that its failure to strike the declaration constituted a departure from the accepted and usual court of judicial proceedings pursuant to RAP 2.3(b)(3).
Seely first contends that Barnett "has never been disclosed as a witness in discovery or witness disclosure." But this claim is contradicted by the record. The Estate submitted a list of witnesses for trial that includes Barnett's name, contact information and qualifications as well as the substance of his anticipated testimony.
Seely argues that, because Barnett identified as a "legal expert," the declaration should have been excluded from consideration because "it is well established that expert witnesses on the law are generally not allowed, except in legal malpractice cases, as they invade the province of the judge." Under ER 704, a witness may testify as to matters of law, but may not give legal conclusions.
Seely does not include the transcript of the summary judgment hearing. The trial court's order on summary judgment lists the Barnett declaration as one of the documents considered by the court. But it is unclear whether the trial court ruled on Seely's motion to strike and, if so, on what grounds. In any event, regardless of whether the trial court erred in considered the declaration, any error is harmless because this court performs a de novo review of a trial court's summary judgment order. Seely fails to establish error warranting discretionary review. The motion for discretionary review is denied.
APPELWICK, C.J., SMITH and CHUN, JJ., concurs.