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Case Citations [1] (July 2017 through April 2018)

handle is hein.ali/respdt0056 and id is 1 raw text is: 





        PROPERTY 2D: DONATIVE TRANSFERS





Generally

Okl.App.2016.  Cit. generally in case cit. in disc., cit. generally in law review article cit. in disc., cit.
generally in ftn. In an action to probate decedent's will filed by wife and personal representative of
decedent's estate, this court affirmed the trial court's denial of decedent's adult children's motions for
summary  judgment, holding that plaintiff was not precluded by a prenuptial agreement from receiving
additional property, because decedent retained complete control of his property when he signed the
agreement and that decedent's power of appointment in the will was valid to convey trust property
interest to minor child. In making its decision, the court acknowledged that Oklahoma followed
Restatement Second of Property: Donative Transfers where there was no statutory authority or case law
to the contrary. Matter of Estate of Pierce, 394 P.3d 316, 322.



  DIVISION II.  POWERS OF APPOINTMENT, CLASS GIFTS, AND RELATED MATTERS

                           PART   V. POWERS OF APPOINTMENT

                    CHAPTER 17. THE DONEE'S INTENT TO APPOINT

§ 17.1 Significance of Donee's Intent to Appoint

Okl.App.2016.  Cit. and quot. but dist., cit. and quot. in case quot. in diss. op.; com. (b) quot. but dist.
Wife and personal representative of decedent's estate filed a petition to probate decedent's will, the
validity of which was challenged by decedent's adult children on grounds that a prenuptial agreement
between plaintiff and decedent precluded her from receiving additional property designated in the will
and that decedent did not properly exercise the power of appointment over trust property conveyed to
minor child in will. The trial court denied defendants' summary-judgment motions. Affirming, this court
held that plaintiff was not precluded from receiving additional property since decedent retained
complete control of his property when he signed the prenuptial agreement and that decedent's power of
appointment in the will was valid to convey trust property interest to minor child. The court rejected
defendants' reliance on Restatement Second of Property: Donative Transfers § 17.1, reasoning that,
among  other things, it did not address whether a failure to comply with a donor's reference requirement
was a formality that could be disregarded. Matter of Estate of Pierce, 394 P.3d 316, 322, 327.

§ 17.4 Appointive Assets Identified in Dispositive Instrument of Donee

Okl.App.2016.  Quot. in disc. Wife and personal representative of decedent's estate filed a petition to
probate decedent's will, the validity of which was challenged by decedent's adult children on grounds
that a prenuptial agreement between plaintiff and decedent precluded her from receiving additional
property designated in the will and that decedent did not properly exercise the power of appointment




           For earlier citations, see the Appendices, Supplements, or Pocket Parts, if any, that correspond to the subject matter under examination.

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