IBJNews

Judge's disclosure rules broader than Bren Simon sought

Back to TopCommentsE-mailPrintBookmark and Share

A Hamilton County judge handling the Melvin Simon estate battle has set confidentiality rules on financial and personal information that are less restrictive than what his widow, Bren Simon, had been seeking.

Attorneys for Bren had asked at a March 10 hearing that information related to household expenses, health and other personal matters be disclosed to no one beyond the plaintiff in the will contest—Melvin’s daughter Deborah—and her attorneys, and in some cases only her attorneys.

In a newly filed order, Judge William J. Hughes permitted dissemination to others who might have a financial interest in the estate, so long as they sign agreements to keep the information confidential. That includes Deborah's two siblings from Melvin’s first marriage, Cynthia Simon-Skjodt and David Simon, the CEO of Simon Property Group.

Attorneys for Deborah had argued for broad disclosure. But attorneys for Bren had bristled, saying the siblings were never entitled to see Melvin and Bren's financial information, even when they were living together years ago.

"If their interest is that strong and heartfelt, they should be willing to join as parties," David Beehler, an attorney for Bren, said at the hearing.

Deborah is asking the court to throw out changes to Melvin’s estate plan executed in February 2009, seven months before he died at age 82. She contends he was suffering from dementia and didn't understand what he was doing when he signed off on the plan, boosting the share of his fortune going directly to her stepmother, Bren, from one-third to one-half.

The changes also wiped out a portion that was to go to Deborah and her siblings.

Bren, 66, who married Melvin in 1972, contends the changes fully reflected Melvin’s wishes.

The protective order Hughes issued Tuesday likely won’t put all disclosure disputes to rest. Much of the information deemed confidential may be central to issues that surface during court hearings or at trial. Hughes ordered the parties to cooperate on ground rules for disclosing such information in open court, an apparent effort to limit the need for him to intervene.

Melvin Simon was one of Indiana’s richest men. Forbes magazine in March 2009 estimated his net worth at $1.3 billion. Shares of Simon Property, his principal holding, have zoomed higher since, perhaps pushing the value of his fortune past $2 billion.
 

ADVERTISEMENT

  • you need to take the one third sit your self down somewhere
    I think mrs.Bren,is wrong keeping the information from David and Cynthia Simon.They have alrigth know what going on with there father estate,the reason they didnt join with Mrs.Debroah because David and Cynthia have there own business to run.somebody need tell her that god dont like ugly.

Post a comment to this story

COMMENTS POLICY
We reserve the right to remove any post that we feel is obscene, profane, vulgar, racist, sexually explicit, abusive, or hateful.
 
You are legally responsible for what you post and your anonymity is not guaranteed.
 
Posts that insult, defame, threaten, harass or abuse other readers or people mentioned in IBJ editorial content are also subject to removal. Please respect the privacy of individuals and refrain from posting personal information.
 
No solicitations, spamming or advertisements are allowed. Readers may post links to other informational websites that are relevant to the topic at hand, but please do not link to objectionable material.
 
We may remove messages that are unrelated to the topic, encourage illegal activity, use all capital letters or are unreadable.
 

Messages that are flagged by readers as objectionable will be reviewed and may or may not be removed. Please do not flag a post simply because you disagree with it.

Sponsored by
ADVERTISEMENT

facebook - twitter on Facebook & Twitter

Follow on TwitterFollow IBJ on Facebook:
Follow on TwitterFollow IBJ's Tweets on these topics:
 
Subscribe to IBJ
  1. These liberals are out of control. They want to drive our economy into the ground and double and triple our electric bills. Sierra Club, stay out of Indy!

  2. These activist liberal judges have gotten out of control. Thankfully we have a sensible supreme court that overturns their absurd rulings!

  3. Maybe they shouldn't be throwing money at the IRL or whatever they call it now. Probably should save that money for actual operations.

  4. For you central Indiana folks that don't know what a good pizza is, Aurelio's will take care of that. There are some good pizza places in central Indiana but nothing like this!!!

  5. I am troubled with this whole string of comments as I am not sure anyone pointed out that many of the "high paying" positions have been eliminated identified by asterisks as of fiscal year 2012. That indicates to me that the hospitals are making responsible yet difficult decisions and eliminating heavy paying positions. To make this more problematic, we have created a society of "entitlement" where individuals believe they should receive free services at no cost to them. I have yet to get a house repair done at no cost nor have I taken my car that is out of warranty for repair for free repair expecting the government to pay for it even though it is the second largest investment one makes in their life besides purchasing a home. Yet, we continue to hear verbal and aggressive abuse from the consumer who expects free services and have to reward them as a result of HCAHPS surveys which we have no influence over as it is 3rd party required by CMS. Peel the onion and get to the root of the problem...you will find that society has created the problem and our current political landscape and not the people who were fortunate to lead healthcare in the right direction before becoming distorted. As a side note, I had a friend sit in an ED in Canada for nearly two days prior to being evaluated and then finally...3 months later got a CT of the head. You pay for what you get...

ADVERTISEMENT