Hein v. Zoss

In 2005, Mother executed a power of attorney that appointed her son (Son) as her attorney-in-fact. Mother held a life estate in several properties to which her daughters (Daughters) held remainder interests. Prior to Mother’s death in 2013, Son had been leasing from Mother the land in which Daughters held remainder interests. In 2014, Daughters initiated this suit alleging that Son had breached his farmland lease by failing to pay rent on the property in which they received their remainder interests. The Estate also brought suit alleging that Son breached the fiduciary duties he owed to Mother. Prior to trial, the court granted Plaintiffs’ motion to exclude extrinsic evidence of Mother’s intent with regards to the power of attorney. After a trial, the jury returned a verdict in favor of Daughters on the breach of contract claim and in favor of the Estate on the breach of fiduciary duty claim. The Supreme Court reversed, holding that the circuit court erred when it prevented Son from introducing relevant evidence related to, inter alia, the circumstances surrounding Mother’s arrangement of leasing her land to her family without charging rent. Remanded for a new trial. View "Hein v. Zoss" on Justia Law