Legal Opinion

Stewart v. Stewart

Court of Appeals of Arizona

Decided September 27, 2012No. 1 CA-CV 11-0499PublishedCited by 5 opinions

1Opinion of the Court

OPINION

TIMMER, Presiding Judge.

¶ 1 In this will contest case, we consider whether the superior court properly invalidated on statutory and public policy grounds in terrorem, clauses of a will and living trust that serve to disinherit beneficiaries who either challenge the enforceability of testamentary documents or cooperate in any such challenge. For the following reasons, we hold that the clauses are enforceable unless a beneficiary had probable cause to contest the testamentary documents. We therefore reverse the portion of the judgment invalidating the in terrorem, clauses but otherwise…

2Cases cited9 opinions

  1. Sears v. HullArizona Supreme Court · 1998
  2. Armory Park Neighborhood Ass'n v. Episcopal Community ServicesArizona Supreme Court · 1985
  3. Winkle v. City of TucsonArizona Supreme Court · 1997
  4. Nydam v. CrawfordCourt of Appeals of Arizona · 1994
  5. Estate of Shumway v. GavetteArizona Supreme Court · 2000

4 more not listed; retrieve them via the Exa API.

3Cited by5 opinions

  1. Weinstein v. WeinsteinCourt of Appeals of Arizona · 2014
  2. In Re the Shaheen TrustCourt of Appeals of Arizona · 2015
  3. Brush & Nib v. City of PhoenixArizona Supreme Court · 2019
  4. Brush & Nib v. City of PhoenixArizona Supreme Court · 2019
  5. In Re Indenture of Trust Dated January 13, 1964Court of Appeals of Arizona · 2014

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