Legal Opinion

Stevens v. Radey

Ohio Supreme Court

Decided February 6, 2008No. 2006-2343PublishedCited by 7 opinions

1Opinion of the CourtMoyer, C.J.

I

{¶ 1} This appeal requires us to determine whether the residue of a testamentary trust passing through intestate succession belongs to the settlor’s heirs living at the time of the settlor’s death or the settlor’s heirs living at the time of the trust beneficiary’s death. For the following reasons, we hold that the residuary estate of a testamentary trust belongs to the settlor’s heirs living at the time of the settlor’s death.

II

{¶ 2} Andrea Sangrik was the only child of Andrew and Helen Sangrik. She never married and had no children. After Helen’s death, Andrea executed a will in 1993,…

2Cases cited6 opinions

  1. Tax Commission v. OswaldOhio Supreme Court · 1923
  2. Ohio National Bank v. BooneOhio Supreme Court · 1942
  3. Polen v. BakerOhio Supreme Court · 2001
  4. Univ. Hosps. of Cleveland, Inc. v. LynchOhio Supreme Court · 2002
  5. Catherwood v. MorrisIllinois Supreme Court · 1931

1 more not listed; retrieve them via the Exa API.

3Cited by7 opinions

  1. Clark v. BeyoglidesOhio Court of Appeals · 2021
  2. Wilhelm v. Coverstone, Court of Appeals of Ohio, Second District, Miami County2018
  3. In re Estate of GaskillOhio Court of Appeals · 2019
  4. In re Evans v. Evans-SanfordOhio Court of Appeals · 2020
  5. US Bank NA v. SwartzOhio Court of Appeals · 2019

2 more not listed; retrieve them via the Exa API.

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

Powered by the Exa API