Serpa v. North Ridge Bank

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• general reference in a will to “bank accounts”, without more, not a sufficient indication of the testator’s intent to revoke Totten trust
• A tentative trust may be revoked, among other means, by facts and circumstances resulting in inadequacy of the estate assets to satisfy the testamentary gifts, funeral and administrative expenses, taxes and other charges.
• where after Totten Trust established, owner executed a will providing in general terms for an alternative distribution of account and no other evidence or special circumstances regarding owner’s intent existed, will held insufficient indication of intent to revoke trust

Source: CourtListener parenthetical corpus (CC0).