MARY NICKEL LOMBARDI, Plaintiff, Cross-defendant and Appellant, v. MARSDEN S. BLOIS, as Trustee, etc., et al., Defendants, Cross-complainants and Respondents; MARSDEN S. BLOIS, as Trustee, etc., et al., Plaintiffs and Respondents, v. MARY NICKEL LOMBARDI et al., Defendants and Appellants
230 Cal. App. 2d 191 · 21690
California Court of Appeal · Filed
Holding
The court held that the phrase "per stirpes and not per capita" in the trust instrument required the corpus to be divided at the level of the trustor’s children, with distribution to their descendants by right of representation, rather than an equal division among all living grandchildren.
Statutes construed
- CIV § 1403
- PROB § 101
- PROB § 106
- PROB § 222
- PROB § 250
Cited by (3)
- Estate of ETHEL IONE BEGLEY, Deceased. LLOYD CRIPPS, as Administrator, etc., Petitioner and Respondent, v. CLAUDIA LARSEN, Claimant and Appellant; MARGORIE McKINLEY et al., Claimants and Respondents (1988) 201 Cal. App. 3d 791
- Estate of ANNA EDWARDS, Deceased. SECURITY PACIFIC NATIONAL BANK, Plaintiff and Respondent, v. DAVID E. AGNEW et al., Defendants and Appellants. PATRICIA R. FOUBERT et al., Defendants and Respondents (1988) 203 Cal. App. 3d 1366
- Estate of VICTORIA A. McKENZIE, Deceased. UNITED CALIFORNIA BANK, Petitioner and Respondent, v. MARGARET IVES LEONARD et al., Objectors and Appellants (1966) 246 Cal. App. 2d 740
Authorities cited (4)
- Kidwell v. Ketler 146 Cal. 12
- Estate of SAMUEL BERK, Deceased. HERBERT L. FREED, as Administrator, etc., Appellant, v. DAVID J. BERKOWITZ, Respondent 196 Cal.App.2d 278
- Maud v. Catherwood 67 Cal. App.2d 636
- Estate of CARRIE HAZELTINE THOMPSON, Deceased. DON R. LEHMAN, Appellant, v. HOWARD S. CROSBY et al., Respondents 50 Cal.2d 613