Retseck v. Fowler State Bank

782 N.E.2d 1022, 2003 Ind. App. LEXIS 131, 2003 WL 257544
CourtIndiana Court of Appeals
DecidedFebruary 7, 2003
Docket04A03-0205-CV-160
StatusPublished
Cited by6 cases

This text of 782 N.E.2d 1022 (Retseck v. Fowler State Bank) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Retseck v. Fowler State Bank, 782 N.E.2d 1022, 2003 Ind. App. LEXIS 131, 2003 WL 257544 (Ind. Ct. App. 2003).

Opinion

OPINION

SULLIVAN, Judge.

Lisa Retseck appeals from the trial court's order that Lisa is not an "intended [sic] beneficiary" of the Last Will and Testament of Myrtle Avery ("Will"). Appellant's Appendix at 10. 1 She presents one issue for our review, whether a class was created in which Lisa is a member. In its brief, the Trust requests that it be awarded attorney fees. 2

We affirm.

Myrtle Avery ("Myrtle") had two sons, Robert and Maurice. On August 25, 1967, she executed a will in which she divided her estate into halves, bequeathing half of the estate to Maurice and appointing him trustee over a trust of the other one-half created for the benefit of the children of Robert. The relevant sections, all contained in Part II of the Will, establishing the trust for her grandchildren, state:

"2) ... In making this Will, I desire to create a trust for the benefit, support, maintenance and education of the children of Robert D. Avery, and for the use, benefit and support of Robert D. Avery after his children are grown.
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4) ... I do give, devise and bequeath to Maurice P. Avery, in trust, however, for the use, benefit, support and education of the children of Robert D. Avery, named as follows: Robert D. Avery, Jr., John Fremont Avery, Mary Sue Avery, and William Avery, and for the use and *1024 benefit of my son, Robert D. Avery, as hereinafter provided.
(a) This trust is created primarily for the use and benefit of the children of Robert D. Avery, as heretofore named, and for their support, maintenance and education, but in the event my son, Robert D. Avery, should, during the existence of this trust, be in need of food, clothing, medical care, or other actual maintenance, then the Trustee shall herein have the right and power to use the proceeds of such trust for such purposes.
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(ec) The Trustee shall have the power and authority to use the earnings of the trust estate, or so much of the principal as in his opinion may be necessary, at any time, for the support, maintenance or education of the children of Robert D. Avery, with the Trustee being the sole judge as to the method or propriety of such expenditures.
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(£) The Trustee shall hold the property devised to him in trust, subject to the provisions herein contained, until the youngest of the children of Robert D. Avery, as heretofore named, shall become twenty-three years of age. Upon the youngest of said children becoming twenty-three years of age, then the trust so created shall no longer constitute a trust for the use and benefit of the children of Robert D. Avery but shall then and thereafter continue during the lifetime of Robert D. Avery as a trust for his sole use and benefit.
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(h) In the event Robert D. Avery should precede me in death, or should the said Robert D. Avery die during the existence of the trust herein created, then the trust so created shall continue for the use and benefit of his children, and upon the youngest of . said children becoming twenty-three years of age, the trust estate shall then be divided equally among such chaldren and the trust shall then cease and terminate. Likewise, upon the death of Robert D. Avery after the youngest of his children shall become twenty-three years of age, the trust estate shall then be divided equally among his children and the trust shall then terminate. If, however, any of such children shall die leaving a child or children surviving, distribution shall then be made to the children of Robert D. Avery, and the children of the child so dying shall then take their parent's share in the trust estate." Appellant's App. at 40-42. (emphasis supplied).

At the time the Will was executed, Lisa had not yet been born. Rather, Lisa was born on January 6, 1970, of the marriage of her mother, Florence, to her natural father, Robert MacDonald. Subsequent to Lisa's birth, Florence married Robert D. Avery. 3 On February 5, 1982, Robert D. Avery adopted Lisa.

Lisa contends that she should receive a share of the trust estate upon the death of her father because the Will states that "upon the death of Robert D. Avery after the youngest of his children shall become twenty-three years of age, the trust estate shall then be divided equally among his children and the trust shall *1025 then terminate." Appellant's App. at 42. (emphasis supplied). She asserts that because the language of this provision of the Will provides for a distribution of the assets to the children generally, it does not specifically limit the beneficiaries of the final distribution of the trust assets to those four grandchildren for whom the trust had originally been created. She asserts that Myrtle intended to create a class gift to all of Robert's children regardless of whether the child was entitled to the trust earnings prior to the final distribution of the trust estate.

The Trust counters that Lisa cannot be deemed a beneficiary of the Will because the "stranger-to-the-adoption" rule applies. 4 In the alternative, the Trust argues that the language creating the trust indicates that Myrtle's intent is clear in indicating that Lisa is not an intended beneficiary and does not receive any property in the final distribution of the trust assets. It is this second contention which controls in this case.

The interpretation, construction, or legal effect of a will is a question to be determined by the court as a matter of law. Hershberger v. Luszader, 654 N.E.2d 841, 842 (Ind.Ct.App.1995), trans. denied. Our primary focus is upon the intent of the testatrix in construing the language of a will Id. We look to the four corners of the will and the language used in the instrument in determining the testatrix's intent. Id. Also, the will in all its parts must be considered together. Epply v. Knecht, 141 Ind.App. 491, 496, 230 N.E.2d 108, 111 (1967). When construing the lan- ° guage of a will, the court should strive to give effect to every provision, clause, term, or word if possible. Hershberger, 654 N.E.2d at 843.

In Matter of Walz, 423 N.E.2d 729 (Ind.Ct.App.1981), this court reviewed the language employed in establishing an inter vivos trust to determine whether the set-tlor intended to include his adopted son as a trust beneficiary. In that case, the set-tlor had two children by a previous marriage. At the time he executed the trust, the settlor had remarried and his wife had a child from her previous marriage who lived with settlor and his wife. Approximately six months after establishing the trust, settlor adopted his wife's son. The language of the trust document which was in question stated:

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Bluebook (online)
782 N.E.2d 1022, 2003 Ind. App. LEXIS 131, 2003 WL 257544, Counsel Stack Legal Research, https://law.counselstack.com/opinion/retseck-v-fowler-state-bank-indctapp-2003.