Justia Trusts & Estates Opinion Summaries

Gregory and Andrea Chernushin owned a second home in Colorado in joint tenancy with right of survivorship. Eventually, Mr. Chernushin (not Ms. Chernushin) filed for bankruptcy. During the bankruptcy proceedings, Mr. Chernushin died. The bankruptcy trustee, Robertson Cohen, then filed an adversary complaint against Ms. Chernushin, seeking to sell the home. Ms. Chernushin argued the bankruptcy estate no longer included any interest in the home because Mr. Chernushin’s joint tenancy interest ended at his death. The bankruptcy court agreed with Ms. Chernushin, as did the district court on appeal. The trustee appealed, but the Tenth Circuit concurred the bankruptcy estate had no more interest in the home than Mr. Chernushin and Mr. Chernushin’s interest extinguished when he died. View "Cohen v. Chernushin" on Justia Law

Mary Chmielewski, as personal representative of the estate of Yvonne Speer Hoover, deceased; Grace Ellis; and Roger Stone petitioned the Alabama Supreme Court for a writ of mandamus directing the Baldwin Circuit Court to vacate an order purporting to set aside its earlier dismissal of a will contest. Hoover executed a will in May 2017. Hoover's will designated Tere Mills as a beneficiary of Hoover's estate. A codicil to Hoover's will was executed shortly before Hoover died in July 2017. The codicil eliminated Mills as a beneficiary of Hoover's estate and added Ellis and Stone as beneficiaries. After Hoover died, her will, along with the codicil, was admitted to probate, and letters testamentary were issued to Chmielewski. Thereafter, pursuant to section 43-8-199, Ala. Code 1975, Mills filed a petition in the circuit court contesting the validity of Hoover's will, as amended by the codicil. It was alleged that the circuit court entered final orders disposing of the action and, no postjudgment motion having been filed within 30 days, lost jurisdiction over the matter. Thereafter, the circuit court, allegedly without jurisdiction, entered an order purporting to grant a postjudgment motion and to reinstate the proceedings. Because the Supreme Court concluded that the proceedings were indeed dismissed, it granted the petition and directed the circuit court to set aside its order purporting to vacate the dismissal. View "Ex parte Chmielewski" on Justia Law

The Supreme Court reversed the decision of the district court granting summary judgment in favor of Keller Williams Realty in this lawsuit against Donna Rook, successor personal representative of the estate of Donald Lienemann (the Estate), holding that the district court erred in granting summary judgment for Keller and in denying summary judgment in favor of the Estate.In granting summary judgment for Keller, the district court found that Keller had established that the Estate breached a contract involving the sale of real property. The Supreme Court reversed, holding (1) the district court had jurisdiction to decide the validity of Keller’s claim; and (2) the district court erred in granting summary judgment in favor of Keller. The Court remanded the cause to the district court with instructions to enter summary judgment in favor of the Estate. View "Eagle Partners, LLC v. Rook" on Justia Law

Stockird's handwritten will transferred “all my property and everything I may be entitled to inherit” to her life partner, Aguirre, and an aunt-by-marriage, Ambrose. The will did not include alternative provisions for disposition if either gift lapsed. Ambrose died before Stockird. After Stockird died, Aguirre sought a declaration that he is entitled to Stockird’s entire estate as the sole surviving residuary beneficiary under Probate Code 21111(b). Stockird’s halfbrother, Ramsden, argued the lapsed gift to Ambrose must pass to Stockird’s estate under section 21111(a)(3) and that as Stockird’s only surviving heir, he is entitled to Ambrose’s share under the laws of intestacy. The probate court agreed with Ramsden. The court of appeal reversed, finding that the trial court misinterpreted section 21111(b). The definition of “transferee” as kindred in section 21110(c) applies to section 21110, but the more general definition of “transferee,” as a “beneficiary, donee, or other recipient of an interest transferred by an instrument,” applies in section 21111(b). Given the clear intent of the Legislature to abolish the “no residue of a residue” rule and avoid intestacy, the 35 percent lapsed gift does not go to Stockird’s estate under section 21111(a)(3), but, subject to determination of Ambrose's descendants' reformation petition, must pass to Aguirre under section 21111(b). View "Estate of Stockird" on Justia Law

The Supreme Court affirmed the judgment of the superior court dismissing Plaintiff’s probate court appeals for his failure to comply with several court orders, holding that the superior court justice properly exercised his discretion in dismissing Plaintiff’s appeals.Ostensibly acting as successor executor for the wills of two former clients, Appellant challenged probate court orders relating to guardianship decrees. The superior court dismissed Appellant’s five probate court appeals for Appellant’s failure to comply with the court’s orders. The Supreme Court affirmed, holding (1) the superior court justice did not abuse his discretion; and (2) because Appellant’s representations to the probate courts, the superior court, and the Supreme Court were not as forthcoming as the rules of procedure require, the case is remanded to allow Defendants an opportunity to file a motion for sanctions if they so choose. View "Malinou v. Neri" on Justia Law

The Supreme Court affirmed the judgment of the circuit court denying Appellant’s motion to amend her complaint to name the personal representative of her deceased husband’s estate as the proper party defendant and dismissing the action as time-barred, holding that the circuit court did not err.The decedent executed a holographic will that excluded his wife, Ray, as a beneficiary of his estate. Following her husband’s death, Appellant filed an action to claim her elective share of the augmented estate. The administratrix of the estate was not named as a party to the action. When Appellant realized the error, she requested that the circuit court enter an order adding the administratrix to the complaint as a party defendant. The circuit court denied the motion and dismissed the action as time-barred. The Supreme Court affirmed, holding (1) Appellant failed to identify the proper party defendant in the complaint as filed; and (2) Appellant was time-barred from bringing a new and proper action against the estate’s personal representative. View "Ray v. Ready" on Justia Law

In this appeal of a judgment in a will contest the Supreme Court reversed the judgment of the trial court denying Defendant’s motion to strike the evidence and holding that the evidence was sufficient as a matter of law to support the jury’s verdict that the will was the result of undue influence, holding that the trial court should have granted Defendant’s motion to strike the evidence at the close of all evidence.The complaint in this case sought to impeach a will on the grounds of lack of testamentary capacity and undue influence. At the close of the evidence Defendant filed a motion to strike the evidence. The trial court granted the motion to strike as to testamentary capacity but overruled it as to undue influence. The jury returned a verdict in favor of Plaintiff. The Supreme Court reversed, holding that Plaintiff’s evidence was insufficient as a matter of law to support an allegation of undue influence. View "Parson v. Miller" on Justia Law

Victoria H. Smith was nearly 100 years old when she died on September 11, 2013. During her life she married Vernon K. Smith Sr., a lawyer who died of a heart attack in 1966. Victoria and Vernon Sr. accumulated substantial real estate and business interests during their lifetimes. More than twenty years before her death, Victoria prepared a holographic will. Her son Vernon Smith, Jr. was the only person present when Victoria signed the document. In 2012, Vernon formed a limited liability company, VHS Properties, LLC (“VHS” were Victoria’s initials). He named his mother and himself as the only members of the company. Vernon used a 2008 power of attorney to transfer all of Victoria’s real and personal property to VHS Properties. He signed the transfer document on behalf of Victoria, as her attorney in fact, and on behalf of VHS Properties, as a member. Vernon then used the 2008 power of attorney to execute a second document, by which he transferred to himself all of Victoria’s interest in VHS Properties. He once again signed the document on behalf of Victoria and also signed for himself. By the end of the day on July 4, 2012, Vernon had exclusive ownership and control of all of Victoria’s assets. A dispute arose among Victoria's children following her death and the probate of her estate. A magistrate court ruled Victoria died intestate after finding her will was the product of undue influence of Vernon, Jr. Vernon, Jr. appealed that ruling and an earlier, partial summary judgment ruling that invalidated a series of transactions that transferred Victoria's assets to the LLC. Finding no reversible error in the magistrate court's judgment, the Idaho Supreme Court affirmed. View "Smith v. Smith" on Justia Law

The Supreme Court reversed the judgment of the court of appeals reversing the trial court’s grant of summary judgment in favor of Cora Sue Bell and concluding that Embassy Healthcare could pursue its claim against Cora individually under Ohio Rev. Code 3103.03, Ohio’s necessaries statute, and was not required to present its claim to the estate of her deceased husband, Robert Bell, holding that a creditor’s failure to present its claim for unpaid expenses to a decedent’s estate within the six-month statute of limitations in Ohio Rev. Code 2117.06 bars a later action against the decedent’s surviving spouse under section 3103.03.The court of appeals concluded that Embassy could pursue its claim for Robert’s unpaid nursing-facility expenses against Cora individually under section 3103.03 and was not required to present its claim first to Robert’s estate under section 2117.06. The Supreme Court disagreed, holding that a creditor must present its claim for unpaid necessaries to the decedent’s estate under Ohio Rev. Code 2117.06 before it can pursue a claim individually against the surviving spouse under section 3103.03. View "Embassy Healthcare v. Bell" on Justia Law

In this case presenting the question of whether a handwritten codicil that referenced a provision of a self-proving will was valid the Supreme Court reversed the decision of the Court of Appeals reversing the order of summary judgment in favor of a propounder, holding that the issue was not appropriate for summary judgment but instead presented a question of fact for the jury to resolve.Sometime after the testator executed a properly attested self-proving will a handwritten notation was added to the will. If a valid codicil, the notation modified the will and disinherited the caveators in favor of the proponent. The superior court granted summary judgment in favor of the proponent and ordered that the will be probated as modified by the codicil. The Court of Appeals reversed and directed the trial court to grant summary judgment for the caveators. The Supreme Court reversed, held (1) the self-proving will and the holographic codicil together clearly evidenced testamentary intent by simply referencing the applicable portion of the will to amend; but (2) a genuine issue of material fact existed as to whether the phrase “begin[n]ing 7-7-03” showed the testator’s then-present testamentary intent. View "In re Will of Allen" on Justia Law