IN RE LORICE T. WALLACE REVOCABLE TRUST

No. 104,036.

219 P.3d 536 (2009)

2009 OK 34

In re The LORICE T. WALLACE REVOCABLE TRUST Dated December 26, 1974, as Restated Effective October 5, 1993 and as Amended on February 12, 1998, the Lorice T. Wallace Irrevocable Trust Dated February 8, 1996, and the Lorice T. Wallace Irrevocable Trust Dated September 11, 1992, also known as the Lorice T. Wallace Life Insurance Trust, and the Lisa Frances Wallace Discretionary Spendthrift Trust. The Trust Company of Oklahoma and Ronald Saffa, Petitioners-Appellees, v. Mary Roma Wallace Jage, Respondent-Appellant.

Supreme Court of Oklahoma.

Rehearing Denied October 1, 2009.


Attorney(s) appearing for the Case

James C. Milton, Elizabeth W. Carroll, Doerner, Saunders, Daniel & Anderson, L.L.P., Tulsa, Oklahoma, Attorneys for Petitioner-Appellee, The Trust Company of Oklahoma,

James E. Poe, Covington & Poe, Tulsa, Oklahoma, Attorney for Petitioner-Appellee, Ronald J. Saffa.

Joan Godlove, Tulsa, Oklahoma, for Respondent-Appellant.


WINCHESTER, J.

¶ 1 On June 30, 2006, the petitioners-appellees, The Trust Company of Oklahoma and Ronald Saffa, filed a pleading entitled "Application for Instructions, and Brief in Support, Regarding Conduct in Apparent Violation of the No-Contest Provisions of the Lorice T. Wallace Revocable Trust and the Lorice T. Wallace Irrevocable Trust." After a hearing the trial court found that the respondent-appellant, Mary Roma Wallace Jage, had violated the no-contest...

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