- 4 - On December 30, 1993, David filed a lawsuit against decedent's estate claiming that in the fall of 1976 he and decedent had entered into a binding oral contract under which decedent agreed to provide in her will that David receive one- third of her estate in return for his agreement to provide personal and financial services to decedent until her death. David provided such personal and financial services to decedent from 1976 until 1984. In 1980, decedent executed a will in which decedent gave one-third of her estate to David. However, because of a dispute with David, decedent executed a new will in 1984 that eliminated David as a beneficiary. Decedent's executors disputed the validity of David's claim and litigated the matter on behalf of decedent's estate. The litigation included extensive discovery and contested pretrial matters. Following 2 years of discovery and pretrial motions, a 2-day jury trial was held in the Circuit Court of the City of Richmond on January 11 and 12, 1995. The principal issues were the validity and amount of David's claim. Before submitting the matter to the jury, the court granted the executors' statute of frauds motion with respect to decedent's real property but not with respect to her personal property. Consequently, if the jury believed that David and decedent had an oral agreement, David would receive: (a) One-third of decedent's personal property (or one-third of approximately $4.5 million), and (b) an award basedPage: Previous 1 2 3 4 5 6 7 8 9 10 11 12 Next
Last modified: May 25, 2011