DAVIS v. RIZZO

No. COA17-1153.

819 S.E.2d 574 (2018)

Rebecca R. DAVIS and Matthew M. Davis, individually and on behalf of Jeanette B. Davis, Trustor of the Jeanette B. Davis Revocable Trust dated March 11, 2002; and Matthew M. Davis, on behalf of his children, Mallory Fay Davis and Matthew McCabe Davis, Jr., Plaintiffs, v. Janet D. RIZZO, individually and as Trustee of the Jeanette B. Davis Revocable Trust dated March 11, 2002; Anne Page Watson; and Intervenor Jeanette B. Davis, Defendants.

Court of Appeals of North Carolina.

Filed: August 21, 2018.


Attorney(s) appearing for the Case

Law Offices of Hayes Hofler, P.A., by R. Hayes Hofler, III ; and Muller Law Firm, PLLC, Raleigh, by Tara Davidson Muller , for plaintiff-appellants Rebecca R. Davis and Matthew M. Davis.

Young Moore and Henderson, P.A., by John N. Hutson, Jr. , and Angela Farag Craddock , Raleigh, for defendant-appellee Janet D. Rizzo.

Brooks, Pierce, McLendon, Humphrey & Leonard, L.L.P., Raleigh, by Gary S. Parsons and Jessica B. Thaller-Moran , for defendant-appellee Anne Page Watson.

McPherson, Rocamora, Nicholson & Wilson, PLLC, Durham, by Catherine L. Wilson , for intervenor-defendant-appellee Jeanette B. Davis.


Plaintiffs Rebecca R. Davis ("Rebecca") and Matthew M. Davis ("Matthew") (collectively, "plaintiffs"), daughter-in-law and grandson to ninety-nine-year-old Jeanette B. Davis ("Mrs. Davis"), brought this action, individually as expected beneficiaries of Mrs. Davis's 11 March 2002 revocable trust ("2002 Revocable Trust") and on Mrs...

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