Dater v. Charles H. Dater Foundation, Inc.

Doan, Presiding Judge.

{¶ 1} In 1997, plaintiff-appellant, Ann D. Dater, initiated this lawsuit against defendant-appellee, the Charles H. Dater Foundation, Inc. The thrust of the complaint was that the trustees of the foundation had taken advantage of the mental incapacity of her late husband, Charles H. Dater, to have large amounts of funds transferred to the foundation from Charles’s assets, primarily located in the Charles H. Dater Trust, to enrich themselves through unearned and unjustified fees. The complaint sought the return of approximately $27 million to the trust.

{¶ 2} The trial…