PROBATE: Equitable conversion properly applied to distribute insurance proceeds from burned house that had been devised by mother to son… Souza affirmed. [Read more…]
Settlement agreement, disbursement of ranch trust
SETTLEMENT AGREEMENT for disbursement of ranch trust properly enforced over claim of incapacity by COVID, undue influence by threat of litigation, individual ownership of sections under long-expired contract for deed… Wald affirmed. [Read more…]
Probate, will
PROBATE: Rehearing denied of Opinion affirming order by Moses probating will… order. [Read more…]
Probate, POD beneficiaries’ “creditor’s claim”
PROBATE: Claim by decedent’s siblings for $100,371.75 POD funds properly allowed as creditor’s claim over challenge by estranged daughter… undue influence by neighbors, competing wills, right to jury, appointment of independent PR… 10% “legal rate” interest improperly awarded on creditor’s claim… Moses affirmed, reversed (IOR I-3(c)). [Read more…]