Thursday, February 23, 2012

Court reviews whether a confidential relationship existed between the decedent and caretakers who influenced him to change his will

IN RE ESTATE OF HOMER P. NORTON (Tenn. Ct. App. February 23, 2012)

This lawsuit was filed by the decedent’s nephew and the nephew’s wife alleging that the caretakers of the decedent improperly influenced him to change his will. The proponents of the decedent’s will filed a motion for summary judgment, asserting that no confidential relationship existed between the decedent and the caretakers in regard to the will. The trial court granted the proponents’ motion, finding that proof of a confidential relationship was necessary to pursue a will contest on the ground of undue influence, and that no such confidential relationship existed between decedent and the caretakers. The contestants appeal. Finding no reversible error, we affirm.

Opinion available at:
https://www.tba.org/sites/default/files/nortonh_022312.pdf