Articles Posted in Estate Planning

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Husband died in 1993, and his will was probated. Wife received almost all of Husband's property pursuant to a residuary clause in the will. In 2011, Wife died. Subsequently, several relatives (Relatives) who had not been formally notified of the 1993 probate proceedings reviewed Husband's will. Relatives brought an action to reopen the estate, claiming that a different residuary clause in Husband's will entitled them to Husband's property. The coexecutors of Wife's estate filed a motion for summary judgment, asserting that the petition was time-barred under Iowa Prob Code 633.488, which states that a party who did not receive formal notice of the final report and accounting has five years from the final report to reopen settlement of an estate. The district court denied the motion, concluding that section 633.489, which allows estates to be reopened without time limit under certain circumstances, governed Relatives' claim. The court of appeals affirmed. The Supreme Court reversed, holding that section 633.488 was the applicable statute in this case. Remanded.View "In re Estate of Sampson" on Justia Law

Posted in: Estate Planning