California Court of Appeal

Failure of estate administrator to claim privilege for estate tax returns in response to discovery request for "any and all writings regarding the estate planning" does not waive the privilege where there was an honest dispute over whether the returns qualified as estate planning documents.

Appellate Information

• Decided 03/16/2001
• Published 03/16/2001

Judges

•  NICHOLSON, Acting P.J.

Court

• California Court of Appeal

Counsel

• For Appellant:
  
•  Porter, Scott, Weiberg & Delehant, Russell G. Porter, and Robin E. Weideman, for Petitioners., Hansen, Boyd, Culhane & Watson, LLP, Hartley T. Hansen, Sacramento, Julia D. Brynelson, and Thomas L. Riordan, Sacramento, for Real Party in Interest.


• For Appellees:
  
• No appearance for Respondent.