Jervis v. Tucker

Appellant, Donald Jervis, beneficiary of Bernice J. Meikle’s trust and limited guardian to Meikle, timely appeals the trial court’s order granting summary judgment and determining that Meikle’s second amendment of her trust was invalid, where testamentary capacity was at issue. The court stayed within the four corners of the trust and determined that no genuine issues of material fact existed as to whether Meikle lacked the requisite capacity. We agree and affirm the trial court’s order.

Bernice J. Meikle executed a trust agreement in 1991. Meikle designated herself as the trustee and named…