Legal Opinion

Grant v. Hixon

California Court of Appeal

Decided April 11, 2003No. B153652Published

1Opinion of the Court

Opinion

BOLAND, J.

Summary

A distribution request in the final account of a probate estate, seeking distribution of certain litigation proceeds to the beneficiaries who funded the litigation rather than to all the residuary beneficiaries of the estate, was not an attempt to frustrate the testator’s intent and did not violate the no contest clause of the testator’s will.

*999Factual and Procedural Background

Estelle H. Strader died testate on September 14, 1994. Her will, executed in 1987, leaves the residue of her estate to five persons: her nieces Valerie McCuen, Susan Mary Crickenberger and Jane…

2Cases cited6 opinions

  1. Burch v. GeorgeCalifornia Supreme Court · 1994
  2. Estate of Simmons v. TownsendCalifornia Supreme Court · 1966
  3. Estate of BlackCalifornia Court of Appeal · 1984
  4. Jacobs-Zorne v. Superior CourtCalifornia Court of Appeal · 1996
  5. Estate of KruseCalifornia Court of Appeal · 1970

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