Legal Opinion

Ozuna v. Wells Fargo Bank, N.A.

Texas Court of Appeals, 4th District (San Antonio)

Decided September 22, 2003No. 04-02-00627-CVPublishedCited by 2 opinions

1Opinion of the Court

OPINION

Opinion by

SARAH B. DUNCAN, Justice.

The issue on appeal is whether an adult child adopted after execution of a will nam ing her as the beneficiary of a specific bequest is a pretermitted child for purposes of section 67(a) of the Texas Probate Code. We hold she is not and therefore affirm the trial court’s judgment.

Factual and Procedural Background

The material facts are undisputed. On May 26, 2000, Jack Gideon Putnam executed his Last Will and Testament. In his will, Putnam made specific bequests of varying amounts to nine related and unrelated persons; in the single largest bequest,…

2Cases cited9 opinions

  1. Nixon v. Mr. Property Management Co.Texas Supreme Court · 1985
  2. Mitchell Energy Corp. v. AshworthTexas Supreme Court · 1997
  3. Valores Corporativos, S.A. De C v. v. McLane Co., Texas Court of Appeals, 4th District (San Antonio)1997
  4. In Re Hamilton's EstateWashington Supreme Court · 1968
  5. Davis v. DavisCourt of Appeals of Maryland · 1976

4 more not listed; retrieve them via the Exa API.

3Cited by2 opinions

  1. Jinkins v. JinkinsCourt of Appeals of Texas · 2017
  2. John Randolph Jinkins M.D. v. Jeffrey Fuller Jinkins, Mary Celeste Jinkins, and Wiley Junior Jinkins, III Individually and as TrusteeTexas Supreme Court · 2017

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