January 15, 1998
Key Events in Gift-Annuity Lawsuit: a Chronology
June 1994: Dorothy Ozee notifies the Lutheran Foundation of Texas and other Lutheran charities that she suspects they unduly pressured her 95-year-old great-aunt, Louise T. Peter, into donating the bulk of her $2-million estate to the charities.
September: The Lutheran organizations ask a state judge to declare that they are allowed under Texas law to issue gift annuities and serve as trustees.
December: Ms. Ozee sues the Lutheran
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