Legal Opinion

Merrill v. Wimmer

Indiana Court of Appeals

Decided September 13, 1983No. 2-1282A424PublishedCited by 2 opinions

1Opinion of the Court

CONOVER, Presiding Judge.

Appellants, the majority of beneficiaries under the will of Newell M. Merrill (Ne-well), appeal the trial court's decision construing Newell's will.

We reverse.

ISSUE

Did the trial court err by modifying some trust provisions and upholding others under the rule against perpetuities?

FACTS

In 1970, Newell executed a will containing a residuary trust. Essentially, it devised the income to his three children, Judith, Dennis, and Walter, during their lives. As to distribution of the corpus, item 8(E) of Newell's will read as follows:

E. That when my youngest grandchild reaches…

2Cases cited26 opinions

  1. Edgerly v. BarkerSupreme Court of New Hampshire · 1891
  2. Meier v. Denver United States National BankSupreme Court of Colorado · 1967
  3. Quinn v. Peoples Trust & Savings Co.Indiana Supreme Court · 1945
  4. Carter v. BerryMississippi Supreme Court · 1962
  5. National Bank of Greece v. SavarikaMississippi Supreme Court · 1933

21 more not listed; retrieve them via the Exa API.

3Cited by2 opinions

  1. In Re Trust Under the Last Will & Testament of ScheeleIndiana Court of Appeals · 1987
  2. Greg Haney, as Trustee of the Revocable Trust Agreement of Jay Budman Farrar Executed October 5, 1999 v. Patricia J. Farrar, as Personal Representative of the Estate of Jay B. FarrarIndiana Court of Appeals · 2013

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