In re Loraine Boley Ingersoll Trust

The D.C. Court of Appeals affirmed in part and reversed in part decisions of the D.C. Superior Court in consolidated cases involving a trust established by Loraine Boley Ingersoll prior to her death, a family foundation created under that trust, and a lawsuit filed by the decedent's daughter against the decedent's sons and the District of Columbia. Also at issue in the appeal were challenges brought by the sons to several actions of the trial court. In addition, the District of Columbia appealed the trial court's judgment as it related to a charitable family foundation created and funded out of assets from the estate at issue. The appeals court found that certain trial court's findings were not supported by the record and were clearly erroneous. It also found that certain of the trial court's conclusions, "which may be traceable to the absence of relevant case law in this jurisdiction," rested on a misconception of applicable legal principles.

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Argued September 26, 2006

Before RUIZ, REID and FISHER, Associate Judges.

These consolidated cases primarily involve a trust established by Loraine Boley Ingersoll prior to her death, a family foundation created under that trust, and a lawsuit filed by her daughter, appellee, Barbara J. Ingersoll, against her brothers, appellants, William B. Ingersoll, Henry G. Ingersoll, and Joseph W. Ingersoll, as well as against appellant, the District of Columbia. The Ingersoll brothers challenge several findings and conclusions of the trial court, dated December 9, 2004, including those relating to William’s alleged undue influence over his mother, his alleged tortious interference with Barbara’s inheritance of residential property, and his mother’s testamentary intent; they also contest aspects of the trial court’s judgment of February 25, 2005 (Appeal No. 05-PR-337). Furthermore, the Ingersoll brothers appeal trial court orders, dated May 4, 2005 and mailed on July 8, 2005, denying motions pertaining to their counterclaim which sought to restore to their mother’s estate certain proceeds — mainly from a mutual funds account and a bank account (Appeal No. 05-PR-756). The District’s appeal involves the trial court’s judgment of February 25, 2005, as it related to a charitable family foundation created and funded out of assets from Mrs. Ingersoll’s estate (Appeal No. 05-PR-263).

More From ALM

Why are top-tier small law firms gaining efficiencies and increasing productivity with the adoption of cutting-edge AI research and drafting tools? Download this brief to uncover the top reasons behind this strategic move.

Strategic Triumph: Unveiling the Secrets Behind Small Law Firms Thriving with AI Research and Drafting

Brought to you by LexisNexis®
Download Now

Discover how AI is transforming small law firms with increased efficiency, accuracy, and productivity. This latest report reveals key insights from a 2024 survey, showcasing how professionals are leveraging AI to improve billable hours and client services. Download now to explore the benefits and elevate your legal practice.

The Positive Impact of AI at Small Law Firms: 4 Key Insights

Brought to you by LexisNexis®
Download Now

Premium Subscription

With this subscription you will receive unlimited access to high quality, online, on-demand premium content from well-respected faculty in the legal industry. This is perfect for attorneys licensed in multiple jurisdictions or for attorneys that have fulfilled their CLE requirement but need to access resourceful information for their practice areas.
View Now

Team Accounts

Our Team Account subscription service is for legal teams of four or more attorneys. Each attorney is granted unlimited access to high quality, on-demand premium content from well-respected faculty in the legal industry along with administrative access to easily manage CLE for the entire team.
View Now

Bundle Subscriptions

Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! Our Compliance bundles are curated by CLE Counselors and include current legal topics and challenges within the industry. Our second option allows you to build your bundle and strategically select the content that pertains to your needs. Both options are priced the same.
View Now

From Data to Decisions

Dynamically explore and compare data on law firms, companies, individual lawyers, and industry trends.

Exclusive Depth and Reach.

Law.com Compass includes access to our exclusive industry reports, combining the unmatched expertise of our analyst team with ALM’s deep bench of proprietary information to provide insights that can’t be found anywhere else.

Big Pictures and Fine Details

Law.com Compass delivers you the full scope of information, from the rankings of the Am Law 200 and NLJ 500 to intricate details and comparisons of firms’ financials, staffing, clients, news and events.

The National Law Journal Legal Awards 2024

October 24, 2024
Georgetown, Washington D.C.

The National Law Journal honors attorneys & judges who've made a remarkable difference in the legal profession in the D.C. area.

Learn More

New York Legal Awards 2024

September 05, 2024
New York, NY

The New York Law Journal honors attorneys and judges who have made a remarkable difference in the legal profession in New York.

Learn More

African Legal Awards 2024

September 06, 2024
Johannesburg

The African Legal Awards recognise exceptional achievement within Africa s legal community during a period of rapid change.

Learn More