Lane v. Caler

¶1 Maxine S. Lane (Maxine or Beneficiary) appeals from the order of the Fourth Judicial District Court granting summary judgment in favor of Linda Caler (Linda or Trustee). We affirm, and address the issue:

¶2 Did the District Court correctly interpret the Maxine Lane Irrevocable Trust to require the Trustee to distribute $100,000 to Maxine’s brothers when the trust property was sold during Maxine’s lifetime?

FACTUAL AND PROCEDURAL BACKGROUND

¶3 In 2003, with her mother’s contribution of the $50,000 down payment, Maxine was able to purchase a residence (the Property, house or residence) located…