Legal Opinion

In Re Estate of Davis

Ohio Court of Appeals

Decided February 5, 1996No. CA95-06-040PublishedCited by 9 opinions

1Opinion of the Court

Powell, Judge.

Plaintiff-appellant, Edith H. Davis, appeals a judgment of the Clermont County Court of Common Pleas, Probate Division.

On May 20,1987, Charles E. Davis (“decedent”), as settlor, and the Fifth Third Bank, as trustee, executed a trust. The trust contained the following paragraph reserving revocation rights to decedent:

“2.1 I reserve the right, which I may exercise at any time during my life, to revoke this Declaration of Trust or, from time to time, to amend its terms, including the right to change the Trustees.”

Section three of the trust directs the trustee to distribute, upon…

2Cases cited3 opinions

  1. Ohio Bell Telephone Co. v. Public Utilities CommissionOhio Supreme Court · 1992
  2. First National Bank v. OppenheimerHamilton County Probate Court · 1963
  3. Magoon v. Cleveland Trust Co.Ohio Court of Appeals · 1956

3Cited by9 opinions

  1. Gardenhire v. Superior CourtCalifornia Court of Appeal · 2005
  2. Lourdes College of Sylvania v. BishopLucas County Court of Common Pleas · 1997
  3. In Re: Donald Hyde TrustSouth Dakota Supreme Court · 2014
  4. Carnahan v. JohnsonOhio Court of Appeals · 1998
  5. WesBanco, Inc. v. BlairOhio Court of Appeals · 2012

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