Legal Opinion

Calhoon v. Oakes

Court of Civil Appeals of Oklahoma

Decided April 12, 2016No. Case No. 113,630PublishedCited by 1 opinion

1Opinion of the Court

OPINION BY JOHN F. FISCHER, JUDGE:

¶ 1 Dr. E.L. Calhoon established a revocable trust for the disposition of his estate. His son, Dr. Scott W. Calhoon (Son), is a beneficiary and co-trustee of that trust. The senior Calhoon's Wife, Felice Calhoon, is an income beneficiary and trustee for income purposes only. Son filed this action challenging his mother's disposition and management of the trust's assets. Son appeals the district court's October 6, 2014 Journal Entry of Judgment granting his mother's motion for summary judgment finding that this litigation violated the forfeiture clause of his…

2Cases cited8 opinions

  1. Carmichael v. BellerSupreme Court of Oklahoma · 1996
  2. Reeds v. WalkerSupreme Court of Oklahoma · 2006
  3. Head v. McCrackenSupreme Court of Oklahoma · 2004
  4. Estate of Bell-Levine v. State ex rel. Oklahoma Tax CommissionSupreme Court of Oklahoma · 2012
  5. Edwards v. Andrews, Davis, Legg, Bixler, Milsten & Murrah, Inc.Supreme Court of Oklahoma · 1982

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3Cited by1 opinion

  1. IN THE MATTER OF THE ESTATE OF McKINNEYCourt of Civil Appeals of Oklahoma · 2024

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