Upman v. Clarke

BYRNES, Judge.

This case arises out of the death of eighty-eight year old Genevieve Upman (“Genevieve”), on March 1, 1996. The will that was in effect at the time of Genevieve’s death left her estate to a revocable trust (the “Upman Trust” or “Trust”) that she created and later amended. The trust beneficiaries are Genevieve’s nephew, Kenneth Clarke, and his wife, Patricia Clarke, appellees (“the Clarkes” or “Kenneth” and “Patricia”).

On November 12, 1996, appellants, seven people who would have been the beneficiaries of the Upman Trust upon Genevieve’s death had she not amended it, brought suit…