Rich American Aunt

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Rich American Aunt

Rich Aunt owned an apartment complex. Her Brother occupied one of the bedrooms in her unit. Rich Aunt was widowed and did not have any children. She developed a relationship with Niece who lived in Mexico. Rich Aunt asked Niece to visit and paid for the trip.

During the visit, Rich Aunt hired an attorney to prepare a deed transferring her apartment complex to herself and Niece as Joint Tenants with rights of survivorship. Soon thereafter Rich Aunt died. At that point, apartment complex transferred to Niece by operation of law. Brother was upset that his sister left him nothing.

He filed a petition seeking to set-aside the Joint Tenancy Deed, claiming it was procured by undue influence.