Legal Opinion
University of Southern Indiana Foundation v. Baker
Indiana Supreme Court
Decided March 14, 2006No. 82S04-0510-CV-488PublishedCited by 93 opinions
1Opinion of the Court
BOEHM, Justice.
We hold that the trust created by Marian Boelson left her tangible personal property and any interest she retained in her individual retirement accounts to her brother and gave the remaining assets to the University of Southern Indiana Foundation.
Factual and Procedural History
In 1996 Marian Boelson created an inter vivos trust. Section 7 expressly declined to make any provision for Boelson's brother, Richard Baker, or any other potential intestate heirs. Section 8 provided a bequest of $50,000 to Faye Rucks, a friend of Boelson's, and Section 9 left the residue to the…
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