Legal Opinion

Morris v. E.A. Morris Charitable Foundation

Court of Appeals of North Carolina

Decided December 16, 2003No. COA03-189PublishedCited by 1 opinion

1Opinion of the Court

LEVINSON, Judge.

This appeal arises from a suit filed by plaintiffs (Mary Morris, Joseph Morris, and Cornelia Wily) seeking to change the remainder beneficiary of four trusts. Two of these trusts were established in 1993 by E.A. Morris; the other two were established in 1999 by Mary Morris. Each trust names one of the plaintiffs as lifetime income beneficiary, and all four trusts name the E.A. Morris Charitable Foundation (the Foundation) as the charitable remainder beneficiary. Plaintiffs appeal from the trial court’s dismissal of their lawsuit, pursuant to N.C.R. Civ. P. 12(b)(6) (2003). We…

2Cases cited12 opinions

  1. Sutton v. DukeSupreme Court of North Carolina · 1970
  2. Jackson v. BumgardnerSupreme Court of North Carolina · 1986
  3. Block v. County of PersonCourt of Appeals of North Carolina · 2000
  4. Westminster Homes, Inc. v. Town of Cary Zoning Board of AdjustmentSupreme Court of North Carolina · 2001
  5. Trustees of Dartmouth College v. City of QuincyMassachusetts Supreme Judicial Court · 1970

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3Cited by1 opinion

  1. Ellis-Don Construction, Inc. v. HNTB Corp.Court of Appeals of North Carolina · 2005

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