Estate of Anderson v. Day

LOWENSTEIN, Judge.

This case is an appeal from the grant of summary judgment against appellant’s petition alleging undue influence which induced the decedent to revoke appellant’s joint tenancy in some bank accounts.

Glenda Merten (Petitioner) filed a petition in a discovery of assets action alleging that she retained an ownership interest in a certificate of deposit (CD) account that was held in the sole name of her cousin, Clara Anderson (Decedent), at the time of her death. Decedent created the CD in question by taking the money from three joint CD accounts in the names of Petitioner and…