californiaestatetrust.com - A blog discussing trust, estate, probate, conservatorship, elder and dependent abuse, mental and physical health, care and capac
In Estate of Berger , a new California case, the California Court of Appeal, Second District (May 25, 2023, B321347) has held that an 18-year-old typed, signed letter, that is not witnessed or notarized, is decedent Melanie Berger’s valid will. The typed letter is dated August 16, 2002. Melanie died eighteen years later. Below I have pasted a screenshot of the introduction summary from the decision in Estate of Berger and a screenshot copy of the August 16, 2002, letter which is attached to the decision as
The decision is twenty-three pages. Typically I only post about a case after I have done a fairly deep evaluation; however, and although I have not yet had the time to do a more full evaluation of Estate of Berger , I decided to make this preliminary post 1 of 2 because I am intrigued with the facts, the introduction summary from the decision in Estate of Berger , the letter, and the overall decision. Thus, I will also be making a more detailed post after I have fully evaluated the decision. Meanwhile, you
In her August 2002, social security related letter Melanie named Maria as her sole beneficiary. And Melanie did not keep her wishes at that time, and/or the letter, secret. The decision states that Melanie and Maria ended their romantic relationship the next year in the Spring of 2003 and ceased all contact with one another. Melanie died 18 years later on November 30, 2020. It appears that Melanie never did a more recent will instrument, or at least a more recent will was not introduced as evidence – howeve
Links to californiaestatetrust.com (4)
auditcommitteeupdate.comA blog discussing the law, D&O, governance, liability and other aspects of public and private businesses, not for profit organiz
tateattorney.comDavid W. Tate, Esq. (and inactive CPA) – Blog Topic Areas: David Tate, Attorney at Law (and inactive California CPA) – (1) Law,
governanceclearinghouse.comDavid W. Tate, Esq. (and inactive CPA) – Blog Topic Areas: David Tate, Attorney at Law (and inactive California CPA) – (1) Law,
governance-clearinghouse.comDavid W. Tate, Esq. (and inactive CPA) – Blog Topic Areas: David Tate, Attorney at Law (and inactive California CPA) – (1) Law,
A blog discussing the law, D&O, governance, liability and other aspects of public and private businesses, not for profit organiz