Matter of Estate of Lindgren
Montana Supreme Court
1ConcurrenceJustice Trieweiler
specially concurring.
I concur with the result of the majority opinion, but for reasons other than those set forth in that opinion.
Paragraph 4 of Karl Lindgren’s testamentary trust directed the trustee to pay from trust income and principle those expenses “necessary for her [Anna’s] support, care, and health during her lifetime.” (Emphasis added.) The issue in this case is simply whether the term *103“necessary” describes the type of expenses to be paid for, or Anna’s financial need that those expenses be paid by the trust.
This issue has been resolved in other jurisdictions based on reasoning and…
2Cases cited9 opinions
- Godfrey v. ChandleySupreme Court of Kansas · 1991
- First National Bank of Catawba County v. EdensCourt of Appeals of North Carolina · 1982
- Taylor v. HutchinsonCourt of Appeals of Arizona · 1972
- Dunklee v. KetteringSupreme Court of Colorado · 1950
- Camden Safe Deposit Trust Co. v. ReadNew Jersey Court of Chancery · 1939
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