Justia Trusts & Estates Opinion Summaries

Sheryl Lyne, individually and as the personal representative of the estate of Robert L. Kawzinski, filed suit against Debra Ann Kawzinski ("Debra Ann") to quiet title to a piece of real property to which Lyne and Debra Ann both claimed an ownership interest. Lyne further requested that the circuit court require the property to be sold and the proceeds divided among the rightful owners of the property. The circuit court entered a summary judgment in favor of Lyne. Debra Ann appealed. The Alabama Supreme Court dismissed Debra Ann's appeal as untimely filed. View "Kawzinski v. Lyne" on Justia Law

Johnny Beach, the former personal representative of the estate of Louis Lindbo, appealed a district court order denying his motion for payment of personal representative fees. The North Dakota Supreme Court concluded the court abused its discretion in denying the motion. View "Estate of Lindbo" on Justia Law

Plaintiff provided tax- and estate-planning services. Plaintiff filed a claim in Baltimore County Orphans’ Court against Defendant’s Estate for fees allegedly due under contracts. After the Estate disallowed the claim, Plaintiff sued in federal court. After the Estate disallowed the claim, Plaintiff sued in federal court. The district court dismissed Plaintiff’s suit for lack of subject matter jurisdiction, finding that the suit was barred by the “probate exception” to federal court jurisdiction.   The Ninth Circuit reversed the district court’s judgment dismissing for lack of personal jurisdiction Plaintiff’s suit alleging breach of contract. The panel held that none of the Goncalves categories applied to Plaintiff’s suit against the Estate. First, neither party contends that Plaintiff was seeking to annul or probate Bond’s will. Second, this suit does not require the federal courts to administer Defendant’s Estate. Valuing an estate to calculate contract damages is not administering an estate. Third, this suit does not require the federal courts to assume in rem jurisdiction over property in the custody of the probate court. If Plaintiff were to prevail at trial, he would be awarded an in personam judgment for money damages. The panel held that Plaintiff made out a prima facie case of personal jurisdiction. The panel held that the district court erred in holding that Plaintiff’s suit was barred by the probate exception to federal jurisdiction. View "ROGER SILK V. BARON BOND, ET AL" on Justia Law

Michael Upchurch, his brother David Upchurch, and his nephew Jason Upchurch owned several pieces of real property as joint tenants with the right of survivorship. They signed a contract to sell the properties to third parties. However, before closing, Michael died. In this declaratory-judgment action, Michael's widow Carol Upchurch, individually and as the executor of Michael's estate, asserted, among other things, a claim to one-third of the proceeds from that sale. David and Jason filed a motion for a summary judgment, which the circuit court granted. The Alabama Supreme Court held that under the circumstances, Michael, David, and Jason's decision to enter into a contract to sell the properties severed their joint tenancy and that, as a result, Michael's estate was entitled to one-third of the proceeds from the sale of properties. The Supreme Court therefore reversed the trial court's judgment and remand the case for the entry of a judgment in favor of the estate. View "Upchurch v. Upchurch" on Justia Law

The Supreme Court reversed the judgment of the district court dismissing a petition filed by Stacy Ryan and her children (collectively, Stacy) challenging the validity of a 2015 will and codicil (2015 will) of Dr. Wayne L. Ryan, the late father of Stacy and her sister, Constance Ryan, holding that the district court abused its discretion when it dismissed this matter.Stacy argued that the 2015 will, which was subject to informal probate, was a product of undue influence and was not properly signed. The district court's order of dismissal was predicated on a joint stipulation for dismissal with prejudice, in which the estate and children of Wayne, except Constance, represented that they had resolved claims and defenses in this matter. The Supreme Court reversed, holding that the record did not show that all interested parties were protected in the proceeding, and therefore, the district court abused its discretion in dismissing this matter. View "In re Estate of Ryan" on Justia Law

The Supreme Court vacated the order of the district court certifying that a certain prior order was a final judgment as to defendants other than Appellant in this case, holding that the certification was an abuse of discretion.This case arose in the context of estate planning carried out by the parents of five children, including Appellant. On appeal, Appellant argued that the district court erred in certifying a final judgment as to certain defendants under Neb. Rev. Stat. 25-1315 and that the court erred in overruling her motion to review the settlement agreement and instead approving the agreement. The Supreme Court vacated the order certifying a final judgment, holding that there was no final judgment because the district court did not make adequate specific findings to support certification under section 25-1315. View "Ryan v. Ryan" on Justia Law

Helen McNeal, who had been appointed administratrix of Delores Mason’s estate, brought a wrongful death claim against a physician, Dr. Eniola Otuseso. Upon learning that McNeal did not satisfy the qualifications to serve as an administratrix, Otuseso moved to intervene in the estate matter and to strike the letters of administration. The chancellor denied her motion. But the chancellor, upon learning that McNeal was not related to the decedent and that she was a convicted felon, removed McNeal as administratrix and appointed the decedent’s two siblings, who were Delores Mason’s heirs at law, as coadministrators of the estate. Otuseso appealed the chancellor’s decision to deny her motion to intervene and the decision to replace McNeal, with the decedent’s actual heirs at law. Otuseso argued she had a right to intervene in the estate matter and that the chancellor was without authority to substitute the decedent’s heirs as the new administrators. The Mississippi Supreme Court affirmed the chancellor’s decision to substitute and appoint the decedent’s siblings and heirs as the coadministrators of Mason’s estate. Because Otuseso sought to intervene in the estate matter to challenge McNeal’s qualifications as admininstratrix, the Supreme Court found that the question of intervention was moot as it no longer was at issue, due to the chancellor’s rightful removal of the unqualified administratrix and his appointment of successor coadministrators. View "Otuseso v. Estate of Delores Mason, et al." on Justia Law

Tamera Erskine, as the personal representative of the estate of Joann Bashinsky ("Ms. Bashinsky") appealed: (1) a probate court order awarding fees to the temporary guardian and conservator for Ms. Bashinsky previously appointed by the probate court; and (2) an order awarding fees to a guardian ad litem appointed to represent Ms. Bashinsky in a proceeding seeking the appointment of a permanent guardian and conservator filed by John P. McKleroy, Jr., and Patty Townsend. McKleroy and Townsend separately appealed the probate court's order dismissing with prejudice of all remaining pending matters following Ms. Bashinsky's death. At issue in this case was whether Ms. Bashinsky was competent and had the capacity to manage her considerable financial estate. When the case was filed, no one knew how long she would survive or whether she was sufficiently competent to continue to care for her financial security. The Alabama Supreme Court granted McKleroy and Townsend's motion to dismiss appeal no. 1210153. As to Erskine's appeal, no. 1200401, the Court determined the December 11, 2020, order awarding fees to Hawley and his attorneys was not a "final settlement" of a guardianship or conservatorship, and it was not otherwise a final judgment, and therefore it was not an appealable order. Accordingly, the appeal was dismissed and the case remanded for the probate to enter a final judgment. View "McKleroy Jr., et al. v. Ash, et al." on Justia Law

Allie Construction, Inc., obtained writs of garnishment against the estate of Willard Mosier one day shy of the 20th anniversary of obtaining a judgment against his widow Debra Mosier, a beneficiary of his estate. The Alabama Supreme Court found Allie Construction properly commenced an enforcement action, and that action should be allowed to proceed. In reaching a contrary conclusion, the Supreme Court found the circuit court erred. The circuit court judgment was reversed and the matter remanded for further proceedings. View "Allie Construction, Inc. v. Mosier" on Justia Law

Orlando Bethel appealed a circuit court order denying his motion for a preliminary injunction. 2022, Zoe Sozo Bethel died intestate in Florida; she was survived by her spouse, Brennan James Franklin (spouse), and their five-year-old daughter. After the decedent's death, the spouse arranged for the body to be cremated in Florida and had the cremated remains shipped to Hughes Funeral Home and Crematory in Alabama, where the spouse's mother, Mikki Franklin, was employed. A dispute arose between the spouse and the decedent's father, Orlando Bethel, concerning the right to control the disposition of the ashes. Bethel filed an emergency petition seeking a determination that the spouse and decedent had been estranged at the time of the decedent's death and that the spouse had therefore forfeited his right as an "authorizing agent" to control the disposition of ashes. Bethel requested that he, rather than the spouse, be granted the right to control the disposition of the ashes. While the probate action was pending, the father filed a motion at circuit court for a temporary restraining order or, alternatively, for a preliminary injunction enjoining the spouse, the spouse's mother, and the funeral home ("the defendants") from further "dividing, diminishing, splitting up or otherwise disposing of" the ashes. A five-day restraining order was entered, but ultimately the preliminary injunction was not, and later the probate entered a final order dismissing the father's petition. The probate court did not address the father's allegation that the spouse and the decedent had been estranged at the time of the decedent's death. The Alabama Supreme Court determined the circuit court exceeded its discretion in denying the father's motion for a preliminary injunction pending a final hearing on the merits of the probate appeal. Judgment was reversed and the matter remanded for further proceedings. View "Bethel v. Franklin, et al." on Justia Law