In re Estate of Haviland

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Dr. James Haviland was a medical doctor who practiced in the Seattle area. Several years after the death of his first wife, the 85-year-old Dr. Haviland met 35-year-old Mary Burden who worked at the hospital where he was a patient. Following his discharge, the two began dating, and the doctor agreed to pay towards Ms. Burden's education and gave her an additional "nest egg." The couple married in 1997. The day before the wedding, Dr. Haviland changed his will to include his new wife, and revised it several more times during the marriage. The 2006 amendment allowed the doctor's total probate estate to pass to his new wife, excepting several special bequests. Ms. Haviland amended the doctor's living trust, transferred securities for her own benefit, and made multiple large cash gifts to her family members. Large sums of money were also transferred from the couple's joint checking account to Ms. Haviland's separate account. After Dr. Haviland died, his children contested the multiple amendments to his will. The trial court ultimately found that the estate was "so depleted by Mary's transfer of funds that, after distribution of specific bequests, the total value of the estate is a negative." The court invalidated the will after finding that the 2006 amendment was the product of undue influence. During the pendency of the contest, the Washington legislature amended the slayer statutes to disinherit those who financially abuse vulnerable adults. In light of the amendments, the administrator of the doctor's estate requested the trial court to determine whether Ms. Haviland should have been disinherited based on her conduct with respect to Dr. Haviland and as found by the trial court. The court determined that the abuser statutes did not apply to deny Ms. Haviland benefits from the estate since the statutes were triggered by financial abuse. The Court of Appeals reversed and remanded, holding that the petition filed during probate to adjudicate whether an individual is an abuser was the triggering event for the statutes to apply, and as such, acted prospectively applied to the Haviland estate. Ms. Haviland appealed the appellate court's holding. After its review, the Supreme Court affirmed, concurring that the abuser statutes act prospectively, and that the filing of the abuser petition during probate is the trigger. View "In re Estate of Haviland" on Justia Law