TERRY v. CONLAN

Nos. H026751, H026887, H027302.

33 Cal.Rptr.3d 603 (2005)

131 Cal.App.4th 1445

Sholly TERRY, as Successor Trustee, etc., Plaintiff and Respondent, v. Ione N. CONLAN, Defendant and Appellant.

Court of Appeals of California, Sixth District.

August 16, 2005.


Attorney(s) appearing for the Case

Howard Rick Nemerovski Canady Falk & Rabkin, Denis T. Rice, Jerome B. Falk, Jr., John E. Eichhorst, William J. Neddle, Amy Lynne Bomse, San Francisco, Attorneys for Defendant and Appellant Ione N. Conlon.

Carr, McClellan, Ingersoll, Thompson & Horn, Keith P. Bartel, Lori A. Lutzker, Burlingame, The Valdes Law Office, Steven W. Valdes, Attorneys for Plaintiff and Respondent Sholly Terry, as Successor Trustee, etc.


RUSHING, P.J.

The three consolidated appeals discussed in this opinion arise from the settlement of a long, arduous trial over the validity of two competing trust instruments of Garth Conlan. The parties to the dispute are Ione Conlan, Garth's widow, and Garth's three adult children from a previous marriage. The first trust instrument, which Ione claims is valid, is an inter vivos trust that Garth executed in 1999 leaving Garth's community property interests to Ione...

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