Marshall

Marshall v. Marshall (In re Marshall)

Good Law
392 F.3d 1118·2004 WL 3015427
United States Court of Appeals for the Ninth CircuitDecember 30, 2004Nos. 02-56002, 02-56067California8,892 words

Opinion

Lead Opinion

Beezer, J.

This appeal involves disputed claims made by Vickie Lynn Marshall, the surviving spouse of J. Howard Marshall II, against E. Pierce Marshall, the decedent’s surviving son, the trustee of decedent’s trust property and the executor of the estate of J. Howard Marshall II, deceased.

The surviving spouse alleges that E. Pierce Marshall tortiously interfered with an expected inter vivos gift from the decedent. Three courts — the Texas probate court, the U.S. bankruptcy court and the U.S. district court — have rendered conflicting judgments that decide the claims of the surviving spouse and that affect the distribution of the net property of the decedent’s trust and probate estate.

While active probate proceedings were pending in the courts of the State of Texas, the surviving spouse filed personal bankruptcy proceedings in California. The resulting bankruptcy court proceedings and subsequent appeals to the district court resulted in the district court awarding a money judgment to Vickie Lynn Marshall for intentional interference with an inter vivos gift that she expected from the decedent. E. Pierce Marshall filed a timely appeal from the district court’s money judgment. In a…

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