Curran v. Building Fund of the United Church of Ludlow

For over sixty years, the testator lived with her husband "Bill" Agan in the Town of Ludlow, where both were active in a variety of community organizations and activities. After Bill died, the testator placed her assets into trust. The original trust beneficiaries were the testator's brother, sisters, and the testator's niece and nephew. In 1996, the testator amended the trust to reduce the bequest to her brother (with whom she had a falling out), and to add bequests to three local community organizations: the Building Fund of the United Church of Ludlow, the Black River Academy Museum of Ludlow, and the Black River Valley Senior Center of Ludlow. A third trust amendment in May 2004 deleted the brother as a beneficiary. Additional trust amendments in December 2004, February 2005, and May 2005 variously altered the trustee, successor trustee, and trust account. Relatives and others who dealt with the testator during the period from 2004 to 2005, observed personality changes and signs of confusion. Her primary care physician diagnosed dementia in June 2004, and prescribed several medications in 2005 to help arrest the effects of dementia. In May 2005, the testator contacted an attorney to draft a number of additional changes to her trust. Less than a week after that contact, the testator's sister Patricia filed an involuntary guardianship petition, referencing the doctor's dementia diagnosis and recommending the appointment of a guardian. Following a hearing, Patricia withdrew her petition and the probate court granted the testator's petition, finding that the testator understood the nature and consequences of the requested voluntary guardianship. The testator died in May 2008. The estate at the time was worth in excess of eight million dollars. In April 2009, three members of the testator's family named as beneficiaries under a seventh amended trust, the testator's sister Joanne Curran, nephew Michael Curran, and niece Cathleen Curran (plaintiffs), filed a complaint for declaratory relief in superior court naming as defendants the nonprofit organizations receiving bequests under the trust. Plaintiffs sought a declaration that the testator lacked the capacity to execute the seventh trust amendment, and that the amendment was the product of undue influence and was invalid as a result. The court found sufficient evidence of "suspicious circumstances" to shift the burden of proof to defendants to show by a preponderance of the evidence that the seventh trust amendment was not the product of undue influence. 11. The jury returned a special verdict, finding that the testator had the capacity to execute the seventh trust amendment, and that it was not the product of undue influence. The court denied plaintiffs' subsequent motion for judgment as a matter of law or, in the alternative, for a new trial. This appeal followed. Finding no reversible error, the Supreme Court affirmed. View "Curran v. Building Fund of the United Church of Ludlow" on Justia Law