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First Claim for Relief--Cancellation, Revocation and
Recision of the Trust;
Second Claim for Relief--Conversion/Fraud;
Third Claim for Relief--Tortious Interference with
Expectancy;
Fourth Claim for Relief--Constructive Trust; and
Fifth Claim for Relief--Punitive Damages.
Each of the claims for relief contained or incorporated
allegations (1) that Mr. Stevens "was mentally incompetent and/or
did not possess sufficient mental comprehension to understand his
actions in signing the Trust documents"; (2) petitioner and Sedra
"caused, induced, deluded, misled, forced, and/or unduly
influenced [Mr. Stevens] into signing" the Trust documents; and
(3) the Trust documents "are invalid testamentary documents and
void as a matter of law". None of the claims for relief in the
lawsuit contained any allegation that petitioner improperly
distributed Trust income, failed to carry out a provision of the
Trust Agreement, failed to render an accounting to Trust
beneficiaries, or otherwise failed to administer the Trust
properly.
Petitioner was advised by her attorneys that it was her
duty, as Trustee, to defend against the lawsuit and to take a
position in support of the validity of the Trust Agreement.
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Last modified: May 25, 2011