Sterling v. Hawkins

BARNEY, Judge.

Anna Christina Sterling (Appellant), successor trustee of the Amy Veneer Nelson inter vivos trust (Nelson Trust), appeals from an Order of the hearing court construing certain testamentary provisions of the trust.1

Included in the Grantor’s trust estate were bank checking accounts worth approximately $40,000.00 and insurance annuity contracts worth approximately $400,000.00. Upon the Grantor’s demise, the trust instrument directed the successor trustee to distribute all of the trust estate’s assets in accordance with Article IV of the trust.

The Appellant contends that the court…