Free Trusts & Estates case summaries from Justia.
If you are unable to see this message, click here to view it in a web browser. | | Trusts & Estates August 28, 2020 |
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Table of Contents | Holt v. Holt Civil Procedure, Trusts & Estates Supreme Court of Alabama |
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Trusts & Estates Opinions | Holt v. Holt | Court: Supreme Court of Alabama Docket: 1190025 Opinion Date: August 21, 2020 Judge: Greg Shaw Areas of Law: Civil Procedure, Trusts & Estates | Michael Holt, the coexecutor of the estate of Geneva Holt, deceased, and the defendant in an action involving the estate, appealed a circuit court's judgment in favor of the plaintiff and coexecutor of the estate, Jere Holt. In October 2007, Jere and Michael's mother, Geneva Holt, died. In May 2008, Jere and Michael filed a petition to probate their mother's will. In August 2016, Jere filed a petition in the Walker Circuit Court to remove the proceedings from the probate court. In a separate motion, Jere asked the circuit court to construe the provisions of the will to allow the remaining assets in Geneva's estate to be used to satisfy a $140,000 cash bequest to him in Geneva's will. Michael filed a response to Jere's motion in which he asserted a counterclaim seeking a judgment declaring that the specific bequest to Jere had adeemed. In 2019, the circuit court entered an order in favor of Jere, holding that the cash bequest to Jere could be satisfied by selling assets of the estate. Michael appealed. The Alabama Supreme Court determined there was no order of removal from probate to circuit court. Without such order, the circuit court did not have subject-matter jurisdiction over the administration of Geneva's estate. The Supreme Court concluded the 2019 circuit court order was void, and this appeal was therefore dismissed. | |
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