State ex rel. Toma v. Corrigan

In March 1999, the ancillary administrator of the estate of Margaret E. Meszaros filed a complaint in the Cuyahoga County Court of Common Pleas, Probate Division, for a declaratory judgment. Appellant, Charles *590J. Toma, was one of the defendants. The administrator alleged the following in his complaint.

Beginning in November 1995, Toma assisted Meszaros in the management of her financial affairs and had a power of attorney for her. Toma induced Meszaros to create a brokerage account with Prudential Securities that designated Toma as a joint owner with the right of survivorship. Toma represented…