Pellegrini v. Breitenbach

On May 6, 2008, Ruth M. Hobden (Hobden), the original executrix of the estate of William W. Bruinsma (decedent), see note 1, supra, filed a complaint against the beneficiaries of the decedent’s will, Lucy B. Breitenbach, Hobden,3 the American Cancer Society, and the American Heart Association (beneficiaries), and against the Commissioner of Internal Revenue, the Department of Revenue, and the Attorney General, seeking declaratory relief and reformation of the decedent’s will. Specifically, the complaint seeks reformation of the decedent’s will to create a charitable remainder annuity trust…