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JIMENEZ v. CORR

Record No. 140112.

764 S.E.2d 115 (2014)

Nancy C. JIMENEZ v. Lewis S. CORR, Jr., Individually, and As Executor of The Estate of Norma F. Corr and Trustee of the Norma F. Corr Revocable Trust, et al.

Supreme Court of Virginia.

October 31, 2014.

Attorney(s) appearing for the Case

Mark R. Baumgartner ( Kristen R. Jurjevich ; Pender & Coward, on briefs), for appellant.

Alan D. Albert ( Neal P. Brodsky ; LeClairRyan , Norfolk, on brief), for appellee Lewis S. Corr, Jr.

Winthrop A. Short, Jr. ( Neil L. Rose ; Kaufman & Canoles; Willcox & Savage, Newport News, on brief), for Corr, and as Trustees under the Norma F. Corr Revocable Trust.

( John McIntyre ; Cara M. Cotter ; Wilson & McIntyre, Norfolk, on brief), for appellee Capitol Foundry of Virginia, Inc.

PRESENT: KINSER, C.J., LEMONS, MILLETTE, MIMS, McCLANAHAN, and POWELL, JJ., and LACY, S.J.

Opinion by Justice LEROY F. MILLETTE, JR.

In this appeal we consider whether shares of stock, which would otherwise be conveyed to an inter vivos trust by way of a pour-over provision set forth in a shareholder's will, must instead be bequeathed in a manner set forth in a shareholders' agreement entered into by that shareholder several years after executing her estate planning documents.

I. Facts and Proceedings

This appeal arises from a dispute...

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