Ring v. Harmon
The court held that a probate personal representative who is also a beneficiary may bring claims such as financial-elder-abuse, fraud, and predatory-lending actions in her individual capacity rather than solely on behalf of the estate, reversing the trial court's demurrer and thereby expanding the scope of liability under California probate and elder-abuse law to permit beneficiary-represent.
Date Filed: December 15, 2021
Case Name: Ring v. Harmon
Case Number: E075232
Court: California Court of Appeal, Fourth Appellate District, Division Two
(‘The Court decides whether a probate personal representative who is also a beneficiary may pursue claims—such as financial‑elder‑abuse, fraud, and predatory‑lending actions—in her individual capacity rather than solely on behalf of the estate. It holds that the trial court erred in sustaining the demurrer and reverses the judgment, allowing Ring’s individual‑capacity claims to proceed. This ruling expands the scope of liability for parties who exploit probate proceedings, permitting beneficiaries‑representatives to seek personal remedies for abuse and fraud under California probate and elder‑abuse law.’, ‘e6b5f22b’)
This case summary was prepared for educational purposes. For the authoritative version, please refer to the full opinion or the official California Courts website.