Matter of Estate of Burgess
Court of Appeals of Utah
1Opinion of the Court
OPINION
BENCH, Presiding Judge:
Appellants challenge the trial court’s holding that Mala Burgess effectively executed a power of appointment of a marital trust granted to her by her predeceased husband in his will. We reverse.
FACTS
Dr. J. Paul Burgess, a widower with three sons, married Mala Poulsen in 1957. She did not have children prior to the marriage and there were no offspring from this union. In 1965, Dr. Burgess executed a will which created a marital trust if Mrs. Burgess survived him (the Marital Trust). In the trust provisions of his will, Dr. Burgess granted to Mrs. Burgess a general…
2Cases cited13 opinions
- Holzbach v. United Virginia BankSupreme Court of Virginia · 1975
- Schede EstateSupreme Court of Pennsylvania · 1967
- Cross v. CrossMissouri Court of Appeals · 1977
- Matter of StrobelArizona Supreme Court · 1986
- First Union National Bank v. MossCourt of Appeals of North Carolina · 1977
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3Cited by5 opinions
- Estate of O'Connor v. O'Connor, California Court of Appeal, 5th District2018
- Matter of Estate of CustickCourt of Appeals of Utah · 1992
- Bank of Oklahoma, N.A. v. AtwoodCourt of Civil Appeals of Oklahoma · 2001
- Estate of O'ConnorCalifornia Court of Appeal · 2018
- Scarritt v. OrtonCourt of Appeals of Utah · 1992