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JP MORGAN CHASE BANK, N.A. v. LONGMEYER

No. 2005-SC-000313-DG.

275 S.W.3d 697 (2009)

JP MORGAN CHASE BANK, N.A., Appellant, v. John M. LONGMEYER (Executor and Trustee of Estate of Ollie W. Skonberg), Appellee.

Supreme Court of Kentucky.

January 22, 2009.

Attorney(s) appearing for the Case

Robert Gregg Hovious, John David Dyche, Tachau, Maddox, Hovious & Dickens, PLC, Louisville, KY, Counsel for Appellant.

Frank P. Doheny, Jr., Michael Marvin Hirn, Dinsmore & Shohl, LLP, Louisville, KY, Counsel for Appellee.

Opinion of the Court by Chief Justice MINTON.

I. INTRODUCTION.

JP Morgan Chase Bank's predecessor, Bank One, was trustee of a revocable living trust created by Ollie Skonberg, which provided lifetime income to Skonberg and substantial benefits of the remainder to several charitable and religious institutions at Skonberg's death. Skonberg revoked that trust and executed a new estate plan that eliminated the charitable and religious institutions as...

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