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Justia Weekly Opinion Summaries

Trusts & Estates
March 27, 2020

Table of Contents

Brown v. Brown

Civil Procedure, Trusts & Estates

Idaho Supreme Court - Civil

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Trusts & Estates Opinions

Brown v. Brown

Court: Idaho Supreme Court - Civil

Docket: 46926

Opinion Date: March 26, 2020

Judge: Brody

Areas of Law: Civil Procedure, Trusts & Estates

This case stemmed from Carol McCoy Brown’s petition for an elective share of her decedent husband’s augmented estate. When Michael Orion Brown (the decedent) died intestate, she discovered that he had set aside multiple payable on death (POD) accounts for his children and grandchildren from a prior marriage. Carol filed a petition to recover a portion of the POD funds as part of the decedent’s augmented estate. The decedent’s children, Dorraine Pool and Michael J. Brown (the Heirs), challenged the petition. The magistrate court denied Carol's petition, concluding that she had not met her burden of demonstrating that the POD funds were quasi-community property as required by the elective share statutes. Carol appealed to the district court, which affirmed the magistrate court’s denial of the petition, and granted the Heirs attorney fees. Still aggrieved, Carol sought certiorari review by the Idaho Supreme Court. But finding no reversible error in either of the lower courts' decisions, the Supreme Court affirmed.

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