Legal Opinion

In Re the Cecilia Kincaid Gift Trust for George

Montana Supreme Court

Decided May 29, 2012No. DA 11-0695PublishedCited by 3 opinions

1Opinion of the CourtChief Justice McGRATH

¶1 Gloria LaMott and Glenn Kincaid, Jr., appeal from the District Court’s September 6, 2011 order concerning the distribution of the proceeds of the Cecilia Kincaid Gift Trust for George. We reverse.

¶2 The issue on appeal is whether the District Court properly *180concluded that Jennifer Fazio is entitled to a distribution from the Trust as a descendant of George Kincaid under the Gift Trust document.

PROCEDURAL AND FACTUAL BACKGROUND

¶3 In December, 1976, Cecilia Kincaid Bates, grantor, and Co-Trustees George W. Kincaid and Richard E. Peterson entered into a trust agreement establishing the…

2Cases cited3 opinions

  1. Mary J. Baker Revocable Trust v. Cenex Harvest States, Cooperatives, Inc.Montana Supreme Court · 2007
  2. In Re Charles M. Bair Family TrustMontana Supreme Court · 2008
  3. In Re Marjorie Q. Ward Revocable TrustMontana Supreme Court · 2011

3Cited by3 opinions

  1. Lane v. CalerMontana Supreme Court · 2013
  2. Estate of Scheidecker v. DPHHSMontana Supreme Court · 2021
  3. In Re the Cecilia Kincaid Gift Trust for GeorgeMontana Supreme Court · 2012

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API