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Probate: Beneficiary Interest-Standing-Family Trust

Staff Report//January 4, 2019

Probate: Beneficiary Interest-Standing-Family Trust

Staff Report//January 4, 2019

Where appellant challenged a judgment holding that her deceased brother’s widow had standing as a beneficiary under the family trust, the trust did not include language that delayed the vesting of interests, and the trial court properly found that the deceased brother’s beneficiary interest in the trust vested upon the mother’s death because he was alive at that time, so his wife as the personal representative of his estate and his sole heir had standing.

Judgment is affirmed.

Simon v. Myers (MLW No. 72484/Case No. WD81518 – 13 pages) (Missouri Court of Appeals, Western District, Hardwick, J.) Appealed from circuit court, Johnson County, Rumley, J. (John H. Edmiston, Warrensburg, for appellant) (Kevin A. Sommer, Warrensburg, for respondent).

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