Whittaker v. Stables

The parties to this case dispute the disposition of the estate of Clarice Dauberman, who died February 16, 1999. At issue is whether a document, handwritten by Dauberman and delivered to her daughter after Dauberman’s death, amended the terms of her trust. The trial court found that it did not and granted summary judgment in favor of defendant, Carol Lee Stables. Plaintiff, Mary Whittaker (Mary), and intervenor, Scott Whittaker (Scott), appeal. We reverse and remand.

BACKGROUND

Dauberman changed the distribution of her estate several times during her life. A 1988 will divided her estate equally…