Justia Trusts & Estates Opinion Summaries

Plaintiffs, the children of William B. Ross, appealed the probate of William's estate. Specifically, Plaintiffs challenged the fifth and final accounting of the decedent’s guardian and sister, Nancy Howard, alleging that Howard breached her fiduciary duty, failed to correct a conflict of interest, and violated the law in failing to obtain approval for the challenged accounting. The trial justice found in favor of Defendants as to Plaintiffs’ appeal of the probate court order approving the fifth and final accounting. Plaintiffs appealed, arguing that the trial justice overlooked or misconceived the evidence presented during the trial. The Supreme Court affirmed, holding that the trial justice did not err in finding in favor of Defendants. View "In re Estate of Ross" on Justia Law

More than fifty years ago, various real-property interests were distributed to three children under their mother’s will. Heirs of the original devisees argued over the proper construction of the will provisions and the quantum of royalty bequeathed to each sibling. At issue was whether double-fraction language in the will fixed the siblings’ devised royalty at 1/24 - allowing the fee owner the exclusive benefit of any negotiated royalty exceeding 1/8 - or whether the testatrix intended the devisees to share equally in all future royalties. The trial court rendered judgment that the testatrix’s will entitled each child to 1/3 of any and all royalty interest on all the devised land tracts. The court of appeals reversed. The Supreme Court reversed, holding that, after considering the will in its entirety, the testatrix intended her children to share future royalties equally, bequeathing to each child a 1/3 floating royalty, not a 1/24 fixed royalty. View "Hysaw v. Dawkins" on Justia Law

Monschke, acting as personal representative for the estate of her mother, the decedent, filed suit for wrongful death and elder abuse against Timber Ridge Assisted Living, which petitioned to compel arbitration on the ground plaintiff, on behalf of decedent, had signed an agreement with an arbitration clause before enrolling decedent in the facility. The trial court denied the petition, finding the wrongful death claim had been brought on behalf of decedent’s surviving children, and the children were not parties to the arbitration agreement. The trial court also declined to submit the elder abuse claim to arbitration because of the possibility of conflicting rulings. The court of appeal affirmed. While a personal representative’s interests may not directly align with the interests of any particular heir, the personal representative’s duty is to stand in the position of the heirs, not the decedent. View "Monschke v. Timber Ridge Assisted Living, LLC" on Justia Law

William Lorenz died in 2010. The county court admitted William’s last will and testament and two codicils to formal probate and also appointed William’s daughter, Theresa Lorenz, as personal representative of the estate. Alice Shea, William’s former wife, filed a petition challenging the rejection of her claims in the estate, seeking the appointment of a special administrator and challenging the second codicil of William’s will. The county court awarded summary judgment to Theresa except in regard to Alice’s claims regarding alimony and interest on a late payment. The court of appeals affirmed the county court’s order but modified the court’s dismissal of Alice’s request for the appointment of a special administrator to reflect that the request should have been dismissed without prejudice. Theresa petitioned for further review, assigning three errors relating to the issue of the special administrator. The Supreme Court affirmed in part and reversed in part, holding that the court of appeals (1) erred in concluding that Alice’s filing of her claims and petition for allowance of those claims was sufficient written demand under Neb. Rev. Stat. 30-2726; and (2) erred in modifying the dismissal of Alice’s request for the appointment of a special administrator without prejudice. View "In re Estate of Lorenz" on Justia Law

At issue in this case was a will contest and whether the will proponents presented sufficient evidence to rebut a presumption of undue influence. The trial court invalidated the will, finding that it was the product of undue influence. The trial court's factual findings were not challenged on appeal, but the Court of Appeals reversed and remanded for a new trial, holding that the trial court failed to make findings of direct evidence to support its conclusion of undue influence, relying solely on the presumption of undue influence to invalidate the will. The Supreme Court reversed, finding that the proper inquiry here was whether the trial court's unchallenged findings of fact supported its conclusions of law. The Court of Appeals erred by reweighing evidence that sufficiently supported the trial court's conclusions. The Court reinstated the trial court's judgment invalidating the will as a product of undue influence. View "In re Estate of Barnes" on Justia Law

Emma Carter Hardy, acting on behalf of the estate of Julius Carter, Sr., appealed a final order entered by the Montgomery Circuit Court against her and in favor of Julius Hardin in a will contest. Hardy was the daughter of Julius Carter, Sr.; Hardin was the son of Thelma Carter Malone, who was also Carter's daughter. Hardy filed a petition with the Probate Court for letters of administration as to Carter's estate. Hardy alleged in the petition that Carter had died "leaving no Last Will and Testament, so far as [Hardy] knows or believes," and that the only asset of Carter's estate was a parcel of real property located in Montgomery County. The parcel of real property consisted of approximately 180 acres that Carter had farmed. At a hearing for the final settlement of the estate, Hardin filed a letter challenging the estate's administration. The Supreme Court found that the probate court noted Hardin failed to prove fraud as he alleged at the final settlement hearing. The Court therefore concluded the circuit court erred by reversing the probate court and rendering judgment in Hardin's favor. Accordingly, the circuit court was reversed and the matter remanded for further proceedings. View "Hardy ex rel. the Estate of Julius Carter, Sr. v. Hardin" on Justia Law

Singer-songwriters John Whitehead and Gene McFadden were “an integral part of the 1970s Philadelphia music scene. In 2002, Pullman approached them about purchasing their song catalogue. The parties signed a contract but never finalized the sale. Pullman claims he discovered tax liens while conducting due diligence and that the matter was never resolved. Whitehead and McFadden passed away in 2004 and 2006, respectively. Pullman became embroiled in disputes with their estates over ownership of the song catalogue. The parties eventually agreed to arbitration. Pullman, unhappy with the ruling, unsuccessfully moved to vacate the arbitration award on the ground that the panel had committed legal errors that made it impossible for him to present a winning case by applying the Dead Man’s Statute, which disqualifies parties interested in litigation from testifying about personal transactions or communications with deceased or mentally ill persons.” The Third Circuit affirmed, stating that the arbitrators did not misapply the law, but that legal error alone is not a sufficient basis to vacate the results of an arbitration in any case. View "Whitehead v. Pullman Group LLC" on Justia Law

P. Richard Meyer executed a last will and testament in 2008, bequeathing all of his property to his fourth wife, Miracles Meyer, and naming her as his personal representative. The will complied with the form for self-proving wills set forth in Wyo. Stat. Ann. 2-6-114. Mr. Meyer died in 2013. When Mrs. Meyer filed a petition to probate the will, Kelly Fanning, Mr. Meyer’s child from a previous marriage, filed a petition to revoke the order admitting the will to probate on the grounds that the witnesses could not recall having seen Mr. Meyer or each other sign the will. The district court granted summary judgment in favor of Fanning, concluding that the will was not a self-proving will and that the will could not be proven. The Supreme Court reversed, holding that the district court erred when it concluded that, in all cases where a will is not self-proving, the proponent must establish that the witnesses signed the will in the presence of each other and in the presence of the testator. Remanded. View "Meyer v. Fanning" on Justia Law

Darwin Glasoe was the record title holder to a home in Williston when he died in 2003. His widow was appointed the personal representative of the estate, but she died shortly thereafter. No action was taken to further estate administration until a successor personal representative was appointed in December 2013. LeAnne Glasoe and Kris Glasoe were Darwin Glasoe's surviving children, and LeAnne Glasoe lived in the home during all pertinent times. The Williams County Auditor continued to mail its annual tax statements to the record title holder, Darwin Glasoe, after his death. Although real estate taxes were paid on the property through 2009, no taxes were paid on the property from 2010 through 2013. The County placed a tax lien on the property for delinquent taxes in May 2013. A tax deed issued to the County dated October 2, 2013, was filed on October 7, 2013. The County sold the property at public auction to Bradley and Brenda Parker a month later. On November 21, 2013, LeAnne Glasoe attempted to repurchase the property, but the County would not allow her to do so. The County issued the Parkers a deed to the property, which was filed on December 4, 2013. The Estate of Darwin Glasoe, LeAnne Glasoe, and Kris Glasoe appealed a judgment dismissing their action to recover and quiet title to property. Because the Glasoes failed to establish any jurisdictional defects in the tax lien foreclosure proceedings and LeAnne Glasoe's attempt to repurchase the property was too late, the Supreme Court affirmed. View "Estate of Glasoe v. Williams County" on Justia Law

Carol Jean Carlson (Decedent) learned she was terminally ill in 2011, and retained an attorney to assist her in planning the disposition of her estate. Decedent executed three transfer-on-death deeds (TODDs) pursuant to the Nontestamentary Transfer of Property Act for real property she owned, as well as a Last Will and Testament. One of the pieces of real property transferred via TODD went to Debra Glover. The first of the other two TODDs named Appellee Clifford Cornish (Cornish) as grantee and the second named Eldin Lewis (collectively referred to as Grantees). Decedent died on August 29, 2011, five days after executing the TODDs and her Last Will and Testament. Prior to Decedent's estate planning and the execution of the TODD, Decedent executed a promissory note in the amount of $140,224.35 in 2006 in favor of The Margee and Robert W. Minter Living Trust. This note was secured by a mortgage, filed December 21, 2006, which encumbered the property conveyed to Lewis via the TODD. Lewis timely accepted the TODD. In 2011, Lewis filed a proof of claim with the Personal Representative for the remaining debt in the amount of $123,530.09. The Personal Representative rejected Lewis' claim on December 16, 2011. At issue in this cause is whether Carlson's estate was liable for the underlying debt on the mortgaged property transferred by TODD, when the grantor's will contained express instructions for the payment of all debts secured by mortgages. The Supreme Court determined that it was. View "In the Matter of the Estate of Carlson" on Justia Law