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Justia Weekly Opinion Summaries

Trusts & Estates
March 5, 2021

Table of Contents

Dyas v. Stringfellow et al.

Civil Procedure, Trusts & Estates

Supreme Court of Alabama

Taylor v. Hanks

Civil Procedure, Trusts & Estates

Supreme Court of Alabama

In re Estate of Theodore George

Civil Procedure, Government & Administrative Law, Real Estate & Property Law, Trusts & Estates

Vermont Supreme Court

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Legal Analysis and Commentary

Why the Supreme Court was Right Last Week to Deny Review of the Pennsylvania Supreme Court Decisions Handed Down Prior to the 2020 Election

VIKRAM DAVID AMAR, JASON MAZZONE

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Illinois Law dean Vikram David Amar and professor Jason Mazzone argue that the U.S. Supreme Court correctly denied review last week of the Pennsylvania Supreme Court decisions handed down before the 2020 election. Dean Amar and Professor Mazzone explain why the majority denied review and point out that the dissenting opinions unwittingly demonstrate the rightness of the majority.

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Trusts & Estates Opinions

Dyas v. Stringfellow et al.

Court: Supreme Court of Alabama

Docket: 1190258

Opinion Date: February 26, 2021

Judge: Alisa Kelli Wise

Areas of Law: Civil Procedure, Trusts & Estates

Plaintiffs Crag Dyas and Dyas, LLC appealed a circuit court's orders disposing of some of their claims against some of the defendants below. Because those orders did not constitute a valid, final judgment that would support an appeal, the Alabama Supreme Court dismissed this appeal.

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Taylor v. Hanks

Court: Supreme Court of Alabama

Docket: 1190203

Opinion Date: February 26, 2021

Judge: Per Curiam

Areas of Law: Civil Procedure, Trusts & Estates

Lawrence Taylor appealed the grant of summary judgment entered in favor of Charles Hanks in Taylor's will contest. Taylor challenged the will of his father, Billy Lee Hite, alleging, among other things, that Hite had lacked testamentary capacity when he made the will, which did not mention Taylor. Because the Alabama Supreme Court concluded that a genuine issue of material fact existed regarding whether Hite had testamentary capacity, judgment was reversed and the matter remanded for further proceedings.

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In re Estate of Theodore George

Court: Vermont Supreme Court

Citation: 2021 VT 12

Opinion Date: February 26, 2021

Judge: Paul L. Reiber

Areas of Law: Civil Procedure, Government & Administrative Law, Real Estate & Property Law, Trusts & Estates

Daughter Deborah George appealed the civil division’s determination that her father, decedent Theodore George, was the sole owner of a vehicle at the time of his death and that the vehicle was properly included in his estate. Decedent purchased the vehicle at issue, a 1979 Cadillac Eldorado, in 1992. The Vermont Department of Motor Vehicles (DMV) issued a Certificate of Title to decedent in 1994 in his name only. The copy of the title in the record contained no assignment of ownership to daughter. In 2006, decedent submitted a Vermont Registration, Tax, and Title Application to the DMV. Decedent’s name was listed in the space provided for the owner, and daughter’s name was listed in the adjacent space provided for a co-owner. Next to daughter’s name, a handwritten annotation said, “add co-owner.” The form directed applicants to select rights of survivorship if more than one owner was listed and provides that “if no box is checked joint tenants will be selected.” Decedent made no indication. At the bottom of the form, decedent signed the application; the line for the co-owner’s signature was left blank. No bill of sale accompanied the 2006 Registration Application. The DMV issued registration certificates naming both decedent and daughter for 2012-2013, 2014-2015, and 2017-2018. On appeal of the civil division's determination, daughter argued that decedent’s act in changing the registration to reflect joint ownership effectively transferred an interest in the vehicle to her. Alternatively, she argued that decedent’s act demonstrated his intent to make a gift of joint ownership. The Vermont Supreme Court concluded there was insufficient evidence that decedent transferred an interest in the vehicle to daughter under either theory and affirmed.

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