Francis L. Johnston, as Trustee of the Mae Charlayne Johnston Revocable Family Trust v. Charles Glen Johnston

This action involves a dispute regarding the validity of an $80,000 check written against the revocable living trust account of the decedent by the defendant, who is the decedent’s nephew. Two days before the decedent’s death, the defendant deposited the check into a personal savings account he held jointly with the decedent. The plaintiff, serving as trustee and as personal representative of the decedent’s estate, filed a complaint seeking recovery of the $80,000. The trial court issued an ex parte restraining order, directing, inter alia, the bank where the joint account was held to transfer $80,000 to the clerk and master for safekeeping in the registry of the court. Following a bench trial, the trial court found by clear and convincing evidence that the $80,000 check at issue was a forgery and that the defendant did not have permission from the decedent to sign the check. The court directed the $80,000 to be transferred from the clerk and master to the decedent’s estate account and dismissed the defendant’s counterclaim for damages. The defendant appeals. Discerning no reversible error, we affirm.