Legal Opinion

Morris v. Trust Co. of the Ozarks

Missouri Court of Appeals

Decided March 11, 2014No. SD 32794PublishedCited by 1 opinion

1Opinion of the CourtDaniel E. Scott, J.

Alleging that a grantor trust had terminated by operation of law more than three years earlier, a personal representative sought to obtain the trust corpus through litigation. The successor trustee asserted limitations as a bar, an issue that the trial court did not reach in denying relief on the merits.

This court can affirm that judgment “on any basis supported by the record,” Howard Const. Co. v. Bentley Trucking, Inc., 186 S.W.3d 837, 844 (Mo.App.2006), and does so because § 456.6-604 bars the subject claims.1

Background

William Groves and his wife had a revocable grantor trust. She died,…

2Cases cited6 opinions

Business Men's Assurance Co. of America v. GrahamSupreme Court of Missouri · 1999
Devitre v. Orthopedic Center of Saint Louis, LLCSupreme Court of Missouri · 2011
Gularte v. PradiaCalifornia Court of Appeal · 2011
Howard Construction Co. v. Bentley Trucking, Inc.Missouri Court of Appeals · 2006
Derringer v. EmersonDistrict Court, District of Columbia · 2010

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3Cited by1 opinion

JEFFREY BALDWIN, Individually, as agent for his children and grandchildren named below, as Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in his name as described below v. JAN KAYE BALDWIN, Individually, as Beneficiary, and as Trustee of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and KAYLI BALDWIN-HYTEN, Individually, as a Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in her name as described below, and ANDREA BALDWIN-GREGG, Individually, as a Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in her name as described below, Respondents-Respondents.Missouri Court of Appeals · 2023