Legal Opinion

Estate of Patten

California Court of Appeal

Decided June 13, 1963No. Civ. 20633PublishedCited by 2 opinions

1Opinion of the CourtKaufman, P. J.

This is an appeal by the remainderman from an order of the probate court directing the trustee of a testamentary trust to invade the corpus to reimburse the life tenant for certain medical expenses.

The facts are not in dispute. The respondent, Phoebe M, W. Patten, was the sole life beneficiary of a testamentary trust created by the will of her deceased husband, Elmer E. Patten. The appellant, E. Eugenia Patten, the daughter of the decedent by a prior marriage, is the sole remainderman of the trust, and the executrix of the estate.

The will, naming Crocker-Anglo National Bank as trustee, so far…

2Cases cited10 opinions

  1. Slaughter v. Goldberg, Bowen & Co.California Court of Appeal · 1915
  2. Estate of ChartersCalifornia Supreme Court · 1956
  3. Estate of FerrallCalifornia Supreme Court · 1953
  4. Schroeder v. HappCalifornia Supreme Court · 1909
  5. Estate of SilverCalifornia Court of Appeal · 1949

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3Cited by2 opinions

  1. Thomas v. GustafsonCalifornia Court of Appeal · 2006
  2. Asher v. CoryCalifornia Court of Appeal · 1982

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