Delaware Fiduciary Litigation Blog
This blog will summarize trusts and estates decisions by Delaware courts. Updates will appear frequently.
Charles F. Alexander v. Edwin J. Alexander, Edward L. Alexander, and William F. Alexander, C.A. No. 12587-MA (April 19, 2017)
Frederick Conaway v. Baird, et al. File No. 359, 2016 (March 28, 2017)
If you have been wondering why the blog has been less active recently, it is not because we have lost interest or care less about info
Mennen, et al. v. Wilmington Trust Co., et al. C.A. No. 8432-VCL (February 27, 2017)
IMO Kalil Trust and Estate C.A. No. 11047-MZ (January 23, 2017)
Mennen, et al. v. Fiduciary Trust International of Delaware, et al. No. 1, 2016 (October 11, 2016)
Hurd v. Hurd, C.A. No. 4675-MA (September 20, 2016)
IMO Edward J. Burke Estate C.A. No. 10768-MA (August 10, 2016)
Mario Alberto Lopez Garza, The Executor of the Estate of Hans Jorg Schneider Sauter v. Citigroup, Inc. C.A. No. 15-537-SLR (June 29, 2016)
William V. Erhlich, Jr., Trustee of the William V. Ehrlich Trust U/W/D May 5, 1977, as Amended v. Jeffrey Ehrlich and Vinn, LLC C.A. No. 11364-MA (July 25, 2016)
IMO Dougherty, Francis J. Sr. Estate C.A. No. 9496-JL (July 22, 2016)
This case concerns the estate of Francis Dougherty, Sr. and whether his daughter, Patricia unduly influenced him. Francis’s surviving wife, Elizabeth, contested that Patricia did.
First State Fiduciaries LLC v. Morgan Stanley Smith Barney LLC and Margaret E. Day and Morgan Stanley Smith Barney, LLC v. First State Fiduciaries, LLC & Margaret E. Day C.A. No. 9472-MA (July 11, 2016)
In the Matter of the Last Will and Testament Of Edward B. Sandstrom, Deceased, C.A. No. 8948-MA
David L. Banks v. Mackie H. Banks and the Estate of Russell V. Banks, C.A. No. 10934-VCG
IMO the Estate of James L. Simmons, Sr.; Simmons v. DeRamus, et al. C.A. No. 9965-ML (February 11, 2016)
IMO: Raymond L. Hammond Irrevocable Trust Agreement and PNC Bank Delaware Trust Company, as Trustee, Dated October 5, 2007. C.A. No. 10463-ML (January 28, 2016)
In re: Estate of Bennie Farren, C.A. No. 8714-MA & McGlaughlin v. Farren, C.A. No. 9385-MA (January 19, 2016)
IMO Ronald J. Mount 2012 Irrevocable Dynasty Trust C.A. No. 10991-VCN (January 21, 2016)
In August of 2015, Delaware adopted 12 Del.C.§ 1311. In so doing, Delaware joined Ohio, Alaska, Arkansas, New Hampshire, Nevada, North Carolina, and North Dakota as one of only a few states that offer testators the option of pre-mortem will validation.
IMO: The Estate of James Vincent Tigani, Jr., deceased, and the J. Vincent Tigani Jr., a/k/a James Vincent Tigani, Jr. Revocable Trust, U/A dtd, April 10, 1995 C.A. No. 7339-ML (September 30, 2015)
IMO the Last Will & Testament of Wilma B. Kittila, deceased C.A. No. 2084-ML (October 9, 2015)
IMO The Hawk Mountain Trust CA #7334-VCP (September 8, 2015)
Dorothy Blansfield v. Alumni Association of Arizona State University, Alumni Association of Temple University and Roman Catholic Diocese of Wilmington, C.A. No. 9435-VCP (July 31, 2015)
In Re: Estate of Bennie P. Farren C.A. No. 8714-MA (June 18, 2015)
IMO the Last Will & Testament of Wilma Kittila, deceased C.A. No. 8024-ML (June 24, 2015)
In Re Trust Under Will of Wallace B. Flint for the Benefit of Katherine F. Shadek, C.A. No. 10593-VCL (June 17, 2015)
Margaret C. Ughetta v. Mary Harding Cist, Individually, as Executrix of Estate of John David Cist, and as Trustee of the Supp Trust Agreement of John David Cist. C.A. No. 7885-MA (May 29, 2015)
IMO the Thomas Lawrence Reeves Irrevocable Trust Under Agreement Dated February 26, 1997 C.A. No. 8071-ML (April 29, 2015)
Kathryn Mennen et al v. Wilmington Trust Company et al C.A. No. 8432 (Motion for Summary Judgment)(April 24, 2015)
Kathryn Mennen et al v. Wilmington Trust Company et al C.A. No. 8432-ML (Post-trial)(April 24, 2015)
Estate of George M. Reed, Jr., et al. v. Lisa Grandelli C.A. No. 8283-VCG (April 17, 2015)
IMO the Trust Under the Will of Elizabeth Williams Vale for the Benefit of Frederic B. Asche, Jr. C.A. No. 7662-VCP (February 19, 2015)
Robert E. Taglialatela, Jr. v. Phyllis T. Galvin, Trustee Irrevocable Trust of Robert E.
IMO Last Will & Testament of Wilma B. Kittila, deceased C.A. No. 8024-ML (February 18, 2015)
On February 12, 2015, the Delaware Supreme Court, by way of the two-paragraph order attached below, affirmed the Delaware Court of Chancery’s June 2014 ruling dismissing a petitioner’s case as untimely based on notice given under Delaware’s pre-mortem validation statute.
Geraldine Messick v. Estate of Ronald R. Messick, C.A. No. 6290-MA (February 3, 2015)
TrustCo Bank v. Mathews, C.A. No. 8374-VCP (January 22, 2015)
IMO Last Will & Testament of Ethel Smith C.A. No. 8532-MA (January 8, 2015)
Mennen v. Wilmington Trust Company, et al. C.A. No. 8432-ML (December 8, 2014)
Nationstar Mortgage LLC d/b/a Champion Mortgage Company v. Carey C.A. No. 9274-MA (November 26, 2014)
IMO the Estate of Zigfrids B. Blums, deceased C.A. No 7479-ML (November 12, 2014)
IMO The Estate of Aldon S. Hall C.A. No. 8122-MA (October 2, 2014)
IMO The Estate of Paulina duPont Dean C.A. No. 7430-ML (September 17, 2014)
Richard A. McCloskey v. John A. McCloskey, et al. C.A. No. 6061-ML (September 3, 2014)
Last week, Gov. Jack Markell signed into law the Fiduciary Access to Digital Assets and Digital Accounts Act, which gives personal representatives, guardians, power of attorney, trustees, or any other fiduciary entrusted to exercise authority over digital assets or digital accounts access to transfer, copy, or destroy a digital asset or digital account.
Hardy v. Hardy, et. al. C.A. No. 7531-VCP (July 29, 2014)
The Delaware Court of Chancery recently removed the trustees of a trust set up for the benefit of an individual who had received over $300,000 for the settlement of sex abuse case against the Catholic Diocese of Wilmington. The trustees spent the majority of the settlement in only five months. The court awarded the beneficiary his attorneys’ fees and costs under the bad faith exception to the American Rule.
IMO DANIEL KLOIBER DYNASTY TRUST U/A/D DECEMBER 20, 2002 C.A. No. 9685-VCL (August 1, 2014)
Dixon v. Joyner C.A. No. 7452-ML (July 14, 2014)
IMO: The Estate of Paulina duPont Dean C.A. No. 7430 - ML (June 30, 2014)
IMO Restatement of Declaration of Trust Creating the Survivor's Trust Created Under the Ravet Family Trust C.A. No. 7743-VCG (June 4, 2014)
Beverly McCarty and Ragen McCarty v. John M. McCarty, Jr. as an Executor of the Estate of Michael L.
In the Matter of Estate of Dorothea Branson Register of Wills No. 260-S (April 22, 2014)
IMO the LW&T of Blanche M. Hurley, deceased, et al. C.A. No. 8473-ML (March 20, 2014)
Kathryn Mennen v. Wilmington Trust Company, a Delaware corporation, C.A. No. 8432-ML (January 17, 2014)
Charles B. Grace, Jr., v. Ashbridge LLC, a Delaware limited liability company, C.A. No. 8348-VCN (December 31, 2013)
In the Matter of: Restatement of Declaration of Trust Creating the Survivor’s Trust Created Under the Ravet Family Trust Dated February 9, 2012, C.A. No. 7743-VCG (January 29, 2013)
IMO the Restated Revocable Trust of Lawrence F. Conlin, deceased C.A. No. 8052-ML (January 21, 2014)
In re: The Estate of Mary Elizabeth Hutton C.A. No. 6863-ML (January 24, 2014)
Estate of Ralph A. Gallegan, C.A. No. 8552-MA (December 16, 2013)
Nancy B. Minieri, et al. v. Diane E. Bennett, C.A. No. 4792-ML (November 13, 2013)
Pinno v. Pinno, et al. C.A. #7878 & ROW #153951-N (November 5, 2013)
IMO The Estate of Leonard Rich, KC-ROW #F03072007R (October 29, 2013)
Pursuant to Chancery Court Rule 144(a)(1), Master Pro Hac Vice Poppiti issued a report on exceptions to the final accounting, as filed collectively by four beneficiaries of the estate.
Damiano v. Damiano Estate, et al., C.A. No. 6396-ML (October 24, 2013)
Peierls Family Trusts Case Nos. 16810, 16811 & 16812 (October 4, 2013)
Mennen v. Wilmington Trust, C.A. No. 8432-ML (September 18, 2013)
Cecil W. Scott v. Roland E. Scott C.A. No. 6604-MA (September 13, 2013)
IMO Estate of Robert N. Gardner C.A. No. 5506-MA (August 13, 2013)
In the Matter of The Mary R. Latimer Trust U/A/D 12/3/1924 C.M. No. 17254-N-VCL (August 19, 2013)
Mennen v. Wilmington Trust, C.A. No. 8432-ML (July 25, 2013)
IMO Purported Codicil/Amendment to the LW&T of Lucia R. Sierra, C.A. No. 7769-ML (June 26, 2013)
Cummings v. The Estate of Ronald E. Lewis, C.A. No. 6948-VCP (June 17, 2003)
Danuta Saitis, executrix of the Estate of Stefan Szewczyk, deceased v. Elizabeth L. Malatesta, C.A. No. 7492-ML (May 13, 2013)
Taglialatela v. Galvin, C.A. No. 5841-MA (May 14, 2013)
In the matter of Trust Under the Will of Elizabeth Williams Vale for the Benefit of Frederic B. Asche, Jr., C.A. No. 7662-ML (April 29, 2013)
In re the Adoption of C.A.H.W. File No. 95–05–03–A (March 28, 2013)
Honaker v. The Estate of Dorothy T. Haas, C.A. No. 7966-VCG (April 11, 2013)
IMO Trust for Grandchildren of Wilbert L. and Genevieve W. Gore dated April 14, 2972, C.A. No. 1165-VCN (April 1, 2013).
IMO: The Estate of James Vincent Tigani, Jr., et al. , C.A. No. 7339-ML (March 20, 2013).
Cummings v. Estate of Ronald E. Lewis, C.A. No. 6948-VCP (March 14, 2013)
IMO Trust for Grandchildren of Wilbert L. and Genevieve W. Gore, C.A. No. 1165-VCN (February 27, 2013).
At the conclusion of this litigation, the court ordered that all parties’ fees be paid by the trust.
Davis v. Estate of Mary S. Perry, C.A. No. 2419-VCG (January 2, 2013).