Shumway v. Betty Black Living Trust
321 P.3d 372
Alaska2014Background
- Shumway and his family moved to Colt Island, Alaska, where Betty Black Living Trust held most of the property and protective covenants regulate use of tidelands, trails, and common areas.
- Black sued Shumway for trespass and covenant violations; Shumways counterclaimed against Black and third-party against Dale Lockwood.
- Superior Court granted partial summary judgment for Black and Lockwood, then issued a permanent injunction and monetary damages in 2010–2011.
- Writ of execution was issued in December 2011; Shumway, incarcerated in Arizona, claimed a homestead exemption under AS 09.38.010.
- Superior Court held Shumway not eligible for the exemption because he was not an Alaska resident at the time of the levy.
- Black died during the appeal; Betty Black Living Trust succeeded to her interest and was substituted as party.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the appeal from the homestead exemption denial was timely | Shumway argues timely appeal despite incarceration | State argues late filing; rule requires timely appeal for exemption order | The court relaxed timing for exemption appeal; affirmed denial on merits |
| Whether Shumway was an Alaska resident for homestead exemption purposes at levy | Shumway resided in Alaska for five years and intended to remain | Incarceration in Arizona and substantial ties to Arizona negate residency | Superior Court did not clearly err; Shumway not an Alaska resident at levy |
Key Cases Cited
- Denali Fed. Credit Union v. Lange, 924 P.2d 429 (Alaska 1996) (appealability of order denying execution-related relief)
- Crowley v. State, Dep’t Of Health & Soc. Servs., 253 P.3d 1226 (Alaska 2011) (clarifying standards on review and finality)
- Toliver v. Alaska State Comm’n for Human Rights, 279 P.3d 619 (Alaska 2012) (liberal treatment of pro se claims in review)
- Ilardi v. Parker, 914 P.2d 888 (Alaska 1996) (residency factors for homestead exemption; weigh absences)
