In re Brown Family Living Trust

CourtCourt of Appeals of Utah
DecidedMay 7, 2026
DocketCase No. 20240002-CA
StatusPublished

This text of In re Brown Family Living Trust (In re Brown Family Living Trust) is published on Counsel Stack Legal Research, covering Court of Appeals of Utah primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Brown Family Living Trust, (Utah Ct. App. 2026).

Opinion

2026 UT App 71

THE UTAH COURT OF APPEALS

IN THE MATTER OF THE MAUD WOOD BROWN FAMILY LIVING TRUST

KATHRIN S. BROCK, Appellant, v. MARILYN B. LAWSON, Appellee.

Opinion No. 20240002-CA Filed May 7, 2026

Sixth District Court, Kanab Department The Honorable Alex Goble No. 213600038

James L. Spendlove, Attorney for Appellant Bryan J. Pattison and M. Sean Sullivan, Attorneys for Appellee

JUDGE JOHN D. LUTHY authored this Opinion, in which JUDGES GREGORY K. ORME and AMY J. OLIVER concurred.

LUTHY, Judge:

¶1 Marilyn B. Lawson and Kathrin S. Brock are co-trustees of a trust created by their mother, Maud Wood Brown. Maud’s 1 six children are the beneficiaries of the trust. Following Maud’s death, conflicts regarding the trust and other matters arose, and litigation ensued.

1. Maud, her children, and their spouses each share a last name with at least one other person involved in this case; therefore, we refer to Maud, the siblings, and their spouses by their given names, with no disrespect intended by the informality. In re Brown Family Trust

¶2 Eventually, the six siblings and the respective husbands of two of them entered a settlement agreement. Kathrin and the other siblings on her side of the dispute refused to perform the agreement, contending that conditions to their performance had not occurred. Marilyn and the other siblings on her side of the dispute asserted that any conditions had been fulfilled, and Marilyn moved the district court for an order enforcing the agreement. The district court interpreted three provisions of the agreement and concluded that they contain a condition precedent but that the condition was fulfilled. Thus, it issued an order enforcing the agreement as interpreted and awarding Marilyn attorney fees under the agreement. Kathrin now appeals.

¶3 We conclude that the settlement agreement contains two conditions, neither of which have been fulfilled. Accordingly, we reverse the court’s order enforcing the agreement, and we vacate the award of attorney fees to Marilyn. We remand the matter to the district court for such proceedings as may now be appropriate.

BACKGROUND

The Trust

¶4 Maud and her husband had six children: Norris, Worth, Elaine, Marilyn, Pearl Ann, and Kathrin. In 1981, Maud created The Maud Wood Brown Family Living Trust (the Trust), naming her husband as trustee and her six children as beneficiaries. After her husband’s death in 1992, Maud eventually named Kathrin and Marilyn as co-trustees of the Trust. Maud died in 2019. At the time of her death, the Trust’s assets included real property, tangible items of personal property, multiple bank and credit union accounts, stock in an irrigation company, an individual retirement account, and a majority interest in Vermillion View, LLC (Vermillion View).

20240002-CA 2 2026 UT App 71 In re Brown Family Trust

Vermillion View

¶5 Vermillion View was created in 2006 by the Trust, through its co-trustees, Marilyn and Kathrin, who were named the managers of Vermillion View. The company’s assets include various parcels of real property, water rights, and irrigation company stock, all apparently separate from the property that the Trust owns directly. Under the terms of the company’s operating agreement (the Operating Agreement) and as relevant here, only “descendants of [Maud] and their spouses”—or a trust of which such a person is a beneficiary—can hold an ownership interest in Vermillion View. The Trust itself owns roughly 96.5% of Vermillion View. Maud’s children, most of their spouses, 2 and Maud’s seven grandchildren each own some fraction of a percent of Vermillion View, with their combined ownership totaling roughly 3.5%. The Operating Agreement provides that except in circumstances not applicable here, Vermillion View “may be dissolved only . . . upon unanimous written agreement of all Members and all Managers” of the company.

The Fredonia Property

¶6 Apart from the Trust and Vermillion View, each of Maud’s six children—with his or her spouse—owns an undivided one- sixth interest in two parcels of real property in Fredonia, Arizona (Parcel 1 and Parcel 2; collectively, the Fredonia Property).3

The Dispute and the Mediation Agreement

¶7 Following Maud’s death, disputes arose between the co- trustees regarding administration of the Trust and other matters.

2. Pearl Ann’s husband, Tom, is not an owner of Vermillion View.

3. The Fredonia Property appears to also include an easement. Because the parties do not separately address the easement, we do not mention it further here or in our analysis.

20240002-CA 3 2026 UT App 71 In re Brown Family Trust

In August 2021, Marilyn filed a petition for instructions, in which she requested that the court remove Kathrin as a co-trustee and order termination of the Trust and distribution of its assets. The following month, Kathrin’s husband, Tory, filed a complaint against the co-trustees in their capacity as trustees of the Trust, seeking to quiet title to a portion of the Trust’s real property assets. The siblings and their respective spouses and children divided themselves into two camps, one aligning with Marilyn and the other aligning with Kathrin.

¶8 In October 2021, the siblings; Tory; and Marilyn’s husband, Kim (the Parties) participated in a mediation aimed at resolving their various disputes. The mediation concluded with the Parties each signing a settlement agreement (the Settlement Agreement), which Marilyn and Kathrin executed individually as well as in their roles as co-trustees of the Trust and managers of Vermillion View. The Settlement Agreement was not signed by Maud’s grandchildren or the siblings’ spouses other than Tory and Kim.

¶9 Relevant to this appeal, section 1.b of the Settlement Agreement (the Vermillion View Clause) provides as follows:

[The co-trustees] and all other Parties who have an ownership in [Vermillion View] shall vote their respective ownership interest in [Vermillion View] to dissolve [Vermillion View] and distribute the property and assets as [set forth in the Settlement Agreement].

The Vermillion View Clause then sets forth in detail how Vermillion View’s assets are to be distributed upon a unanimous vote for dissolution, identifying thirteen transfers, each involving a particular piece of property that is to be granted by Vermillion View to specifically named grantees.

20240002-CA 4 2026 UT App 71 In re Brown Family Trust

¶10 Regarding the Fredonia Property, section 2 of the Settlement Agreement (the Fredonia Property Clause) states as follows:

Certain Property in Fredonia, Arizona[,] identified as Parcels [1] and [2] are owned by the Parties and their respective spouses. The Parties agree that Parcel [1] shall be deeded to [Marilyn, Pearl Ann, and Worth]. The Parties further agree that Parcel [2] shall be deeded to [Norris, Elaine, and Kathrin].

¶11 Recognizing that the Settlement Agreement addressed property interests of spouses and grandchildren who did not participate in the mediation or sign the Settlement Agreement, the Parties included section 7 of the Settlement Agreement (the Contingency Clause), which provides as follows:

[The Settlement Agreement] is contingent upon the non-party members of [Vermillion View] and non- party owners in the Fredonia Property agreeing to transfer their respective interests or otherwise co- operating in executing the transfers contemplated herein.

The Litigation Following Mediation

¶12 After mediation, Marilyn gathered votes of Vermillion View members in favor of dissolving the company and distributing its assets, recording the votes on a document titled “Action Without a Meeting and Vote of Members of [Vermillion View].” 4 On that document, a “YES” vote and signature appeared

4.

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Cite This Page — Counsel Stack

Bluebook (online)
In re Brown Family Living Trust, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-brown-family-living-trust-utahctapp-2026.