Ames Davis, Administrator of the Estate of Mary Reeves v. W. Terry Davis

Case Number
M2003-02447-COA-R3-CV

This case involves a claim for reimbursement against an estate. A trust was established during the decedent's lifetime to pay for her needs. Before the decedent died, her husband paid for her needs, in part to preserve trust property. After her death, the husband filed a claim against the wife's estate seeking reimbursement for his payments for the healthcare and support of the wife. The trial court found that the payments were made to protect the wife's trust property, as well as for the care and support of the wife, and would have been paid by the trustee but for lack of assets, and the wife's estate was the successor-in-interest to the remaining assets of the trust. Consequently, the trial court sustained the husband's claim against the wife's estate. The wife's estate now appeals. We affirm, finding the expenses paid by husband constitute a valid claim against the wife's estate.

Authoring Judge
Judge Holly M. Kirby
Originating Judge
Judge Frank G. Clement, Jr.
Case Name
Ames Davis, Administrator of the Estate of Mary Reeves v. W. Terry Davis
Date Filed
Dissent or Concur
No
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