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Wills, Trusts & Estates Keyed to Sterk
Estate of McCreath
Citation:
240 P.3d 413 (2009)Facts
The appeal involves three key documents. The first is a trust agreement from July 11, 1992, where Hazel McCreath established a trust with herself and her daughter as co-trustees, intending the family farm and mineral interests to be divided among her children. Hazel retained the right to revoke the trust by delivering a written instrument. The second is a quitclaim deed from March 13, 2001, in which Hazel transferred the farm and mineral interests to her daughter, removing them from the trust. The third is Hazel’s handwritten will from May 25, 2005, which revokes all prior wills and trusts, distributes her personal property, and names Charlotte Mae Ritchey (her daughter) as the executor. The validity of these documents, particularly the revocation of the trust and the deed, is central to the appeal.
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