Dowell v. Dowell
2012 WY 154
| Wyo. | 2012Background
- Dr. Dowell created the Mark E. Dowell Irrevocable Trust No. One (ILIT) in 2000, naming Dowell as primary beneficiary and children as contingent beneficiaries.
- About 18 months later, ILIT beneficiary designations changed to make the ILIT the sole beneficiary of the related policies.
- The Dowells divorced in 2005 and a property settlement agreement was incorporated into the divorce decree, detailing each party’s rights to revocable trusts and related assets.
- Paragraphs 12(a) and 12(c) in the decree address inheritance and treatment of the parties as beneficiaries; paragraph 7(d) requires funding the ILIT for the children.
- In 2011, Dr. Dowell petitioned to modify the ILIT under Wyoming law, arguing Dowell relinquished her ILIT interest, and the district court granted summary judgment for Dowell.
- The Wyoming Supreme Court reversed, found the decree ambiguous, and remanded to grant Dowell summary judgment on the waiver issue.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Waiver of ILIT expectancy by divorce decree | Dowell argues the decree excluded her ILIT interest | Dowell contends decree unambiguously divested her interest | Decree ambiguous; remand to grant Dowell summary judgment on waiver |
Key Cases Cited
- Cellers v. Adami, 216 P.3d 1134 (Wyoming 2009) (requires clear language to waive a spouse's interest in an account or trust)
- O'Donnell v. Blue Cross Blue Shield of Wyoming, 76 P.3d 308 (Wyoming 2008) (contract ambiguity and extrinsic evidence limitations in summary judgment)
- Mullinnix LLC v. HKB Royalty Trust, 126 P.3d 909 (Wyoming 2006) (extrinsic evidence cannot supply new contract terms)
- Rehnberg v. Hirshberg, 64 P.3d 115 (Wyoming 2003) (contract interpretation with ambiguity rules)
- Knight v. TCB Const. & Design, LLC, 248 P.3d 178 (Wyoming 2011) (contextual evidence may clarify contract language)
- Lindsey v. Harriet, 255 P.3d 873 (Wyoming 2011) (intermediate appellate review of cross-motions for summary judgment)
