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Appellate Case Details

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Court Line

Citation

Trial Court Details

Probate Court

Prevailing Party in Trial Court

Jury

Testator Sophistication Rating

Testator Age at Will Signing

Will Age (by days)

Contestants

Proponents

Testator Divorced or Remarried

Dueling Wills

Caregiver as: Contestant; Proponent; Neither

Will Type or Trust

Who Drafted the Will / Trust

Doctor Testimony at Trial Doctor Friend for proponent; treating doctor for contestant. Doctor on behalf of Contestant. Unclear if the doctor was decedent's treating physician. Dueling retained and treating experts Dueling retained experts Professional nurse for contestant Retained and treating experts - contestant Retained expert - Contestant Treating physican for Proponent. Retained expert for contestant Treating physician - Contestant Treating physician did not testify Treating physician for contestant. Retained expert for proponent. Treating physician for contestant. Dueling retained experts. Treating physician for proponent; Retained expert for contestant Treating physician for proponent. Dueling retained experts. Treating physician for proponent. Retained physician for contestant. Treating physician for Proponents. Present at execution.

Attorney Fees Awarded in Trial Court

Physical / Cognitive Attributes

Physical Condition

Cognitive Deficits Proper

Decision Making: Unable to

Developmental Disability

Relevant Details About the Parties

Disorientation as to:

English Speaking Testator

Causes of Action - Elements

Undue Influence Elements - A Rev Factor

Influence Exerted - Element 1 Factors

Testator Overpowered - Element 2 Factors

But For the Influence - Element 3

Circumstantial Evidence

Influencer's Process

Undue Influence - Summary

Formalities / Solemnities - Challenged Issue

Formalities / Solemnities - Causation

Formalities / Solemnities - Summary

Reversed on Capacity Issue

Reversed on Formalities / Solemnities Issue

Reversed on Undue Influence

Reversed on Declaratory Judgment

Reversed on Forgery

Reversed on Fraud

Appellate Case Details

Trial Court Details

Physical / Cognitive Attributes

Causes of Action - Elements

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