In Re The Carl Edwin Osborne, Jr. Living Trust, dated May 19, 2020

The decedent left a will in which he directed the majority of his property into a trust. The
trust named his wife as the trustee. The trust made several specific distributions to wife
effective upon the decedent’s death, including the grant of life estate interests in certain
assets. Several other beneficiaries were designated to receive distributions from the life
estate assets upon wife’s death. The trust directed its remaining assets into a separate
marital trust which provided that all income generated by its property would be distributed
to wife. It also provided that the trustee would be required to distribute as much of the
principal of the marital trust to wife as she requested in writing and granted her a power of
appointment. Several of the remaining trust beneficiaries filed a petition to construe the
trust in the Shelby County probate court. They sought an order declaring that the remainder
interests of assets in which wife had been granted life estates did not pass into the marital
trust. The probate court held that the remainder interests did not pass into the marital trust
and wife could not alter or destroy them. Wife appeals. We affirm in part and reverse in
part.