Estate of Judith A. Perry
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| Case Name: | Estate of Judith A. Perry |
| Case Number: | ESPR022355 |
| Date of Trial: | 06/19/2026 |  | Venue: | Warren County |
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| Casetype/Claims: | CIVIL - OTHER ACTIONS, Estate Dispute |
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| Judge: | Charles C. Sinnard |
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| Plaintiff's Counsel: | Nathan Jerome Schroeder & Matthew M. Craft | | Defendant's Counsel: | Dennis L. Puckett & Christian Joel Crocker |
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| Verdict: | For Plaintiff
A. Plaintiffs did prove the Fourth Amendment to the Judith A. Perry Trust was the result of undue influence.
B. Plaintiffs did not prove the Second and Third Amendment to the Judith A. Perry Trust were the result of undue influence.
C. Plaintiffs did not prove their tortious interference with inheritance claim against Defendant.
TOTAL DAMAGES: ~$650,000-$750,000 (45% of 145-acre farm in Warren County)
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| Demand Before Trial: | $150,000
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| Offer Before Trial: | |
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Statement of Case:
This is a civil case brought by Plaintiffs Matthew Perry and Matthew Perry on behalf of minor children, Z.P., J.P., and S.P., against Defendant Michael Perry, individually and as proponent of the Judith A. Perry Estate and as Trustee of Judith A. Perry Revocable Trust. This case involves the following claims: It is undisputed that Judith Perry created a trust in 2018 and executed certain amendments to her Trust Agreement within 15 months of her death. Plaintiffs allege the Trust amendments executed by Judith A. Perry on March 22, 2023, November 7, 2023, and January 8, 2024, are invalid as the result of undue influence exercised upon Judith Perry by Michael Perry at the time the Trust amendments were created and executed. Plaintiffs further allege that Defendant intentionally interfered with their expected inheritance. Defendant denies the allegations made by Plaintiffs. |
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| Injuries alleged: | |
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| Official Jury Verdict Form: |
 05911__ESPR022355_CVVD_1233140.pdf |
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Documents of interest:
(when available) |  05911__ESPR022355_INST_1233139.pdf |
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