Legal Opinion
Estate of Davis
Supreme Judicial Court of Maine
Decided July 18, 2001PublishedCited by 5 opinions
1Opinion of the CourtCalkins, J.
[¶ 1] Elaine Barstow and Lee Fotter appeal from the summary judgment entered in the Kennebec County Probate Court (Mitchell, J.) on the petition filed by Charles B. Davis Company, Inc. to determine the recipient of the residuary estate of Charles Loyde Davis. Davis’ will leaves the residuary estate to the trustee of a 1972 trust that Davis established, and the trust provides for the distribution of the trust assets. At issue is whether the 1972 trust was amended by a document signed by Davis in 1992. The court declared that the 1992 document is an amendment to the 1972 trust agreement.…
2Cases cited9 opinions
- Anderson v. Liberty Lobby, Inc.Supreme Court of the United States · 1986
- Taylor v. Commissioner of Mental Health & Mental RetardationSupreme Judicial Court of Maine · 1984
- Bartlett v. MirabalNew Mexico Court of Appeals · 2000
- Donald E. Haygood, Sr. v. Auto-Owners Insurance CompanyCourt of Appeals for the Eleventh Circuit · 1993
- Petit v. Key Bank of MaineSupreme Judicial Court of Maine · 1996
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3Cited by5 opinions
- Forster v. West Dakota Veterinary Clinic, Inc.North Dakota Supreme Court · 2004
- Beneficial Maine Inc. v. CarterSupreme Judicial Court of Maine · 2011
- In Re Wendland-Reiner TrustNebraska Supreme Court · 2004
- McIntyre v. NiceSupreme Judicial Court of Maine · 2001
- IMO Estate & Trust of James Kalil, Sr. Kalil v. KalilCourt of Chancery of Delaware · 2018