Jensen v. Jensen

438 P.2d 1013, 249 Or. 423, 1968 Ore. LEXIS 656
CourtOregon Supreme Court
DecidedMarch 27, 1968
StatusPublished
Cited by14 cases

This text of 438 P.2d 1013 (Jensen v. Jensen) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jensen v. Jensen, 438 P.2d 1013, 249 Or. 423, 1968 Ore. LEXIS 656 (Or. 1968).

Opinion

LANGTRY, J.

(Pro Tempore).

Plaintiff wife and defendant husband, who had three minor children, were divorced in 1954. They entered into a written property settlement agreement in which husband agreed that everything he had or would become entitled to under his father’s will was to be paid to wife as trustee.

Under a trust agreement, executed as part of the property settlement, the parties provided that at such time as wife died or remarried any principal remaining in trust was to be divided equally among the children and paid directly to those over twenty-one. The share of any minor child was to remain in trust for use of *426 that child’s support, if necessary. At majority, the child would be given any remaining principal.

Husband’s father’s will had established a trust (with a bank as trustee) for the benefit of husband and wife, and it also stated that in the event of a divorce the trust income would be payable to the wife, providing she received custody of the children. If the wife remarried, the trust income could be paid to her for support of the children only when deemed necessary by the trustee. The trust assets were to be divided among the children when the youngest one attained age twenty-five.

In husband’s reply brief his counsel asserts his father’s estate “was closed and distributed years ago.”

By the instant motion the husband seeks modification of the divorce decree to: (1) abate the provisions of the divorce decree which require him to pay support for wife and children; (2) “Setting aside * * * so much of such decree as provides for the appointment of a trustee to receive moneys * * (3) “Setting aside * * * so much of the decree as directs defendant to pay sums of money to plaintiff as trustee for the married children * *

The trial court allowed (1), and denied (2) and (3).

The first of husband’s requests in the motion was granted because the wife is remarried and the children have attained majority. The provision of the divorce decree for their support was properly terminated.

The second request of the motion is to set aside *427 “so much, of the decree as provides for the appointment of a trustee * * The decree does not provide for appointment of a trustee. It does approve the contract the parties made in which they created a trust and provided for a trustee. Because the court approved the settlement agreement does not mean the court created the trust. There is nothing to be done in respect to this request.

The third request is to set aside the part of the decree that directs husband to pay money to wife as trustee for the “married children.” Having ruled that the support payments are terminated by reason of the majority of the children, this request may well be moot. The reference to them as “married children” seems to carry with it the thought the husband should no longer be called upon to pay anything toward their support. But, if it is given this meaning such does not appear to be exactly what husband meant. At the close of his brief, he asks the court to vacate as much of the decree “as may be construed to direct defendant to pay sums of money to or for the children born of the marriage * * °.” This thought is broader than the first; it includes all payments, whether the obligation arises by reason of support or property settlement.

The request viewed in this context appears to hold within it the reason for the present litigation.

In the settlement agreement, husband gave to the trust for his wife and children, inter alia:

“* * * Forthwith upon execution of this agreement, First Party [husband] agrees to execute with Second Party [wife] the Trust Agreement attached hereto as Exhibit A and made a part hereof, thereby assigning and transferring to said Second Party in trust all of his right, title and interest in and to the corpus and/or proceeds of the *428 said trust and the estate of Claude S. Jensen, deceased, * * *. If the said present transfer by First Party of all or any part of such right, title and interest in and to said trust and estate should for any reason be ineffectual, and if at any time hereafter First Party receives, or is entitled to receive, any distribution whatsoever from said trust or estate, First Party hereby covenants and agrees “ * * to transfer, assign and set over such property immediately upon the receipt thereof to the Second Party * * * to be held, distributed and administered in accordance with the provisions of the Trust Agreement attached hereto as Exhibit A and made a part hereof.”

In the trust agreement referred to as Exhibit A, which was executed by the parties concurrently with the settlement agreement and was a part of the total agreement approved by the court, is the following language :

“1. Trustor [husband] hereby irrevocably grants, assigns, transfers, conveys, and delivers to Trustee [wife] all of his right, title and interest which he now has, or at any time hereafter he * * ® may have, in and to any and all property of whatsoever kind or nature, wheresoever situated, to which he * * * may now be or at any time and in any way hereafter may become entitled, in trust or otherwise, under any paragraph or provision of the Last Will and Testament of Claude S. Jensen, deceased, including but not limited to the terms and provisions of paragraphs XIII and XVIII of said Last Will and Testament * * * agrees to execute such further instruments of conveyance or transfer, and/or give such directions, as may be necessary or desirable, in the sole opinion of the Trustee, for the purpose of completely vesting the entire ownership of any and all such property in and to the said Trustee, in trust, for the uses and purposes hereinafter stated.”
*429 Paragraph 3 of the Trust Agreement states:
“3. The Trustee shall hold the trust property upon the terms and conditions herein set forth, and for the following uses and purposes:
“(a) All of the net income of the trust shall be paid, in quarterly or other convenient installments, to EVELYN L. JENSEN until her death or remarriage, whichever occurs the earlier.
“(b) Upon the death or remarriage of EVELYN L. JENSEN, the Trustee shall pay over or distribute the then principal of the trust in equal shares to such of VYONNE CLAUDIA JENSEN, CHRISTINE SIGRID JENSEN and JENNIFER LEE JENSEN, who are children of EVELYN L.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re the Marriage of Grossman
82 P.3d 1039 (Court of Appeals of Oregon, 2003)
Matter of Marriage of McDonnal
652 P.2d 1247 (Oregon Supreme Court, 1982)
In re the Marriage of Schandoney
642 P.2d 323 (Court of Appeals of Oregon, 1982)
Ellis v. Ellis
640 P.2d 1024 (Oregon Supreme Court, 1982)
State ex rel. Drake v. Drake
583 P.2d 1165 (Court of Appeals of Oregon, 1978)
Kern v. Kern
360 So. 2d 482 (District Court of Appeal of Florida, 1978)
Bohnenkamp v. Commissioner
1977 T.C. Memo. 295 (U.S. Tax Court, 1977)
In Re the Dissolution of the Marriage of Bach
555 P.2d 1264 (Court of Appeals of Oregon, 1976)
Garnett v. Garnett
521 P.2d 1054 (Court of Appeals of Oregon, 1974)
State ex rel. Stirewalt v. Stirewalt
492 P.2d 802 (Court of Appeals of Oregon, 1972)
Brown v. Brown
467 P.2d 119 (Court of Appeals of Oregon, 1970)
Kuckenberg v. Kuckenberg
452 P.2d 305 (Oregon Supreme Court, 1969)

Cite This Page — Counsel Stack

Bluebook (online)
438 P.2d 1013, 249 Or. 423, 1968 Ore. LEXIS 656, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jensen-v-jensen-or-1968.