The plaintiff brought an action challenging the validity of her late mother's 2007 Will and seeking to uphold an earlier 2006 Will.
The defendant counterclaimed for an accounting of the mother's funds, alleging the plaintiff misappropriated money while acting as a joint account holder and attorney for property.
The court found the 2007 Will valid, concluding the defendant dispelled any suspicious circumstances and the plaintiff failed to prove undue influence.
On the accounting issue, the court held the plaintiff was a resulting trustee of the joint accounts and failed to meet the strict evidentiary burden to justify her expenditures.
The plaintiff's claim was dismissed, and she was ordered to repay $137,443.29 to the estate.
