Details
Contestant(s):
Step-Children
Outcomes
- Our Summary:
Issue presented concerned the sale of a ranch to raise money for the settlor / decedent. Apparently, testatrix was led to believe she was short of cash when she really had $1.4MM in available assets. Plaintiffs challenged certain trust amendments. Jury found settlor lacked the requisite mental capacity. Witness testified that settlor could not remember that she had signed an amendment to the trust or what it provided for. Medical records and the accompanying testimony from treating physicians revealed a detailed map of dementia and blood oxygen related infirmities. COA held that the evidence was sufficient to support the verdict and that the verdict was not manifestly unjust or wrong.
Summaries