Wenda Branson v. Marion P. Louttit, individually and in her capacities as Trustee of the Augusta P. Hathaway Living Trust and Custodian for Jonathan H. Louttit, II and Caroline Hathaway Louttit, minor children
Supreme Court of Rhode Island
1Opinion of the Court
Justice Flaherty, for the Court.
This protracted squabble among siblings reaches us after a decade of litigation. At issue are amendments to an inter vivos trust and gifts of interest in a family limited partnership that was established by Augusta Hathaway during the 1990s in an effort to limit the tax liability to her estate. A trial was held in December 2014, after which a jury found that Ms. Hathaway lacked the testamentary capacity to amend her trust and that the defendant, Marion Louttit, Ms. Hathaway's youngest daughter, had unduly influenced Ms. Hathaway, thereby causing Ms. Hathaway to…
2Cases cited24 opinions
- Chase v. ChaseSupreme Court of Rhode Island · 1897
- Filippi v. FilippiSupreme Court of Rhode Island · 2003
- State v. ImbrugliaSupreme Court of Rhode Island · 2007
- O'REILLY v. Town of GlocesterSupreme Court of Rhode Island · 1993
- Raso v. WallSupreme Court of Rhode Island · 2005
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