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  • In Re Rittenmeyer

    Publication Date: 2018-09-03
    Practice Area: Civil Procedure | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Lang-Miers
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 05-17-01378-CV

    The relator, Hedy Rittenmeyer, is an independent executrix of her son's estate pursuant to a 2011 will admitted to probate.

  • In the Matter of the Estate of Casares

    Publication Date: 2018-08-27
    Practice Area: Civil Appeals | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice McClure
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 08-17-00057-CV

    Appellant, George L. Mortensen, decedent's neighbor, filed what he characterized as an "authenticated claim" in the amount of $30,000 against decedent's estate alleging that he had been "adversely affected by Decedent's encroachment on [his] property, by the Decedent's heirs, assignees and/or administrators failing to maintain the property, and the failure of the administrator, heirs and/or assignees failing to complete administration of the estate in a timely manner."

  • In the Matter of the Estate of Zerboni

    Publication Date: 2018-08-20
    Practice Area: Civil Appeals | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice McClure
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 08-16-00270-CV

    Mario Zerboni passed away in September 2010.

  • In the Guardianship of Sterling Macer

    Publication Date: 2018-08-13
    Practice Area: Family Law | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Jewell
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-17-00300-CV

    Son sought reimbursement of fees and expenses he allegedly incurred prior to guardianship proceedings in an intervention of guardianship proceedings filed by his mother and the incapacitated person's wife.

  • Anderton v. Green

    Publication Date: 2018-08-06
    Practice Area: Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Lang-Miers
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 05-17-00024-CV

    The trustee, James Anderton, sued his niece, Jennifer Green, for conversion of annuity benefits totaling $750,000 the niece received when the niece's grandmother and trustee's mother died.

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  • Ali v. Smith

    Publication Date: 2018-07-23
    Practice Area: Dispute Resolution | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Wise
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-18-00003-CV

    Darlene Smith, the successor administrator and appellee, sued Shafqat Ali, the former independent executor for the estate and the appellant, alleging that Ali failed to reasonably handle the finances of the estate, converted assets of the estate, and used estate funds in violation of fiduciary duties.

  • Narvaez v. Powell

    Publication Date: 2018-07-23
    Practice Area: Civil Appeals | Legal Malpractice | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Rodriguez
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 08-17-00157-CV

    In 2003, 2008, and 2009, Maria Sienkiewicz executed three different wills, naming different executors in each and different beneficiaries.

  • Archer v. Anderson

    Publication Date: 2018-07-02
    Practice Area: Trusts and Estates
    Industry:
    Court: Supreme Court
    Judge: Justice Hecht
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 16-0256

    Plaintiffs, beneficiaries of a will signed by Jack Archer, sued Anderson, Archer's attorney and longtime friend, for intentional interference with their inheritance, alleging that Anderson influenced Archer to disinherit them (a decision that was ultimately challenged and reversed).

  • In Re Lynn D Cousins Jr

    Publication Date: 2018-06-11
    Practice Area: Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Hoyle
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 12-18-00104-CV

    Cousins, acting individually as a residual beneficiary and as co-trustee of four trusts, sued James Turn, both individually and as co-trustee of the four trusts, for breach of fiduciary duties.

  • In the Estate Of Danford

    Publication Date: 2018-05-14
    Practice Area: Civil Appeals | Trusts and Estates
    Industry:
    Court: Court of Appeals
    Judge: Justice Jewell
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 14-16-00972-CV

    In 2010, Annie Ruth Danford signed a purported will and self-proving affidavit naming Robert Stawarczik executor and sole beneficiary of her estate and, on the same day, she also executed a general power of attorney in favor of Stawarczik.