Juliet C Roberts v. John A Roberts, Jr.
── Juliet C Roberts v. John A Roberts, Jr. ──
Case No.: 23A-DN-00588
Court: Indiana Court of Appeals
Date: September 20, 2023
Author: Judge Elaine Brown
County of Origin: Marion
Category: Civil
Decision: Affirmed
Judge Crone and Judge Felix concur
Wife and John A. Roberts, Jr., (“Husband”) were married in 1962. Harriet
Cain, who was Wife’s mother, created a trust (the “Trust”) in June 1967 and
amended and restated the trust instrument on December 21, 1981. The Trust
instrument, under “ITEM VI,” titled “Trusts for Daughters,” provides:
A.
The Trustee shall pay to said daughter all of the net income
in convenient installments not less frequently than quarterly.
B.
The Trustee shall distribute to said daughter, or to such
recipient as...
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