Campbell v. Campbell
This appeal concerns a trust amendment and certain other documents executed by Helen Campbell (Helen), the now deceased mother of defendants Dennis Campbell and Doreen McAlister and plaintiffs James F. Campbell, Lawrence S. Campbell, and Laurinda Claus. The parties were originally coequal beneficiaries of a trust executed by Helen and her husband James W. Campbell (father). After father died and Helen was mentally and physically impaired, and while Dennis was a cotrustee, defendants impinged on Helen to amend her trust to give ownership of her home to defendants, to execute a promissory note for $65,000 secured by a trust deed on the home in favor of Dennis, and to execute a 10-year lease with defendants allowing them to live in the house rent free until Helen’s death. Plaintiffs petitioned to invalidate all these documents (the 2010 documents) and to remove Dennis as a cotrustee. The court granted the petition and also found defendants should be treated as if they had predeceased Helen.
Defendants appeal, arguing the judgment should be reversed because the statement of decision is legally insufficient and the judgment is not supported by substantial evidence. We disagree and affirm.
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