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LEWIS v. WILLIAMS

No. 92 CA 1071.

622 So.2d 281 (1993)

Arthur Cullen LEWIS, III and Alexis V. Lewis, Testamentary Co-Executors of the Succession of Patricia Ann Voorhies Lewis v. Patricia Ann Lewis WILLIAMS, Marguerite Lewis Landry and Hibernia National Bank, Trustee of the Marguerite Browne Voorhies Testamentary Trust.

Court of Appeal of Louisiana, First Circuit.

Rehearing Denied August 19, 1993.

Attorney(s) appearing for the Case

Louis Quinn, Jr., Baton Rouge, for Arthur C. Lewis, III and Alexis V. Lewis co-executors of the Succession of Patricia A. V. Lewis.

Michael R. Caldwell, Baton Rouge, for Arthur C. Lewis, III and Alexis V. Lewis.

David M. Ellison, Baton Rouge, for Hibernia Nat. Bank Trustee of Marguerite Browne Voohries Estate.

Patrick F. McGrew, Baton Rouge, and Sylvan J. Steinberg, New Orleans, for Marguerite Lewis Landry and Patricia Ann Lewis Williams.

Before LOTTINGER, C.J., and FOIL and FOGG, JJ.

FOGG, Judge.

The issue presented on appeal in this suit for declaratory judgment is whether the corpus of a trust forms part of the estate of the deceased principal beneficiary or devolves directly to the heirs and legatees of the principal beneficiary pursuant to the terms of the trust instrument. We find that the assets of the trust fall into the estate of the principal beneficiary and, therefore, affirm the judgment of...

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