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Appeals panel reinstates claims of capacity, undue influence in trust dispute

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A family feud involving half-siblings contesting the trust bequeathed by their mother was improperly disposed of through summary judgment, a panel of the Indiana Court of Appeals ruled Thursday.

The panel reversed and remanded the case, In the Matter of the Trust of Dorothy Rhoades; Robert Kutchinski and Shelia Graves, f/k/a Shelia Kutchinski v. Joseph Strazzante and Monty Strazzante, Co-Trustees, 45A03-1206-TR-296. The panel held there were issues of material fact regarding Rhoades’ capacity and whether she had been unduly influenced.

Dorothy Rhoades had been in declining health, and 11 days before she died, she amended her power of attorney and made other changes affecting her will and trust. At the direction of son Joseph Strazzante, she named him sole attorney-in-fact and excluded as a beneficiary another son, Robert Kutchinski, who had been co-attorney-in-fact. She also excluded daughter Sheila Graves.  

Joseph and Monty Strazzante won summary judgment from Lake Superior Judge Geroge Paras, who ruled that there were no issues of material fact as to the mother’s capacity or undue influence. The appellate panel disagreed, noting she was heavily medicated and relied on a caretaker when she signed off on the changes. The caretaker testified her medication “resulted in her inability to fully comprehend what was fully happening to her.”

“We conclude that there is a genuine issue of material fact regarding whether Dorothy was of sound mind at the time she executed the amendments at issue,” Judge Rudy Pyle III wrote for the panel. “Accordingly, we conclude that the issue of testamentary capacity is a question of fact for a jury to determine and that the trial court erred by granting summary judgment on this issue.”

That determination undercut the defense argument that there was no issue of undue influence. “Because we have determined that there is an issue of material fact regarding testamentary capacity, we conclude that summary judgment was also not appropriate on the issue of undue influence,” Pyle wrote.




 

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  1. "...not those committed in the heat of an argument." If I ever see a man physically abusing a woman or a child and I'm close enough to intercede I will not ask him why he is abusing her/him. I will give him a split second to cease his attack and put his hands in the air while I call the police. If he continues, I will still call the police but to report, "Man down with a gunshot wound,"instead.

  2. And so the therapeutic state is weaonized. How soon until those with ideologies opposing the elite are disarmed in the name of mental health? If it can start anywhere it can start in the hoosiers' slavishly politically correct capital city.

  3. So this firebrand GOP Gov was set free by a "unanimous Supreme Court" , a court which is divided, even bitterly, on every culture war issue. WHAT A RESOUNDING SLAP in the Virginia Court's face! How bad must it have been. And all the journalists, lap dogs of the status quo they are, can do is howl that others cannot be railroaded like McDonald now??? Cannot reflect upon the ruining of Winston and Julia's life and love? (Oh I forget, the fiction at this Ministry of Truth is that courts can never err, and when they do, and do greatly, as here, why then it must be ignored, since it does not compute.)

  4. My daughter is a addict and my grandson was taken by DCS and while in hospital for overdose my daughter was told to sign papers from DCS giving up her parental rights of my grandson to the biological father's mom and step-dad. These people are not the best to care for him and I was never called or even given the chance to take him, but my daughter had given me guardianship but we never went to court to finalize the papers. Please I have lost my daughter and I dont want to lose my grandson as well. I hope and look forward to speaking with you God Bless and Thank You for all of your help

  5. To Bob- Goooooood, I'm glad you feel that way! He's alive and happy and thriving and out and I'm his woman and we live in West Palm Beach Florida, where his parents have a sprawling estate on an exclusive golf course......scum bag

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