Boucek v. Boucek

John filed suit against his mother, Bernice, both individually and in her capacity as trustee for two trusts. Bernice subsequently died, and John's brother and sister, Richard and Diana, were substituted as defendants. John made three claims - breach of contract, breach of trust, and constructive fraud. John's claims arose after Bernice executed a trust in 2004 and a new will with the express intent to disinherit John. John claimed that Bernice's actions constituted a breach of her joint and contractual will made in 1989 with John's father, Frank. The district court granted summary judgment to Defendants. The court of appeals affirmed and remanded, concluding that an irrevocable 1996 trust created by Frank and Bernice implicitly revoked or modified the 1989 will. The Supreme Court affirmed in part and reversed in part, holding (1) the 1996 trust did not fully revoke the 1989 will; (2) because in 2004 Bernice was still bound by any contractual provisions in the 1989 will that survived the creation of the irrevocable 1996 trust, John could prove a breach of contract to the extent the 2004 will and trust violated the 1989 will's surviving provisions; and (3) summary judgment was not appropriate on any of John's claims. Remanded. View "Boucek v. Boucek" on Justia Law