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MAURICE F. JONES TRUST v. BARNETT BANKS

No. 2A03-9307-CV-220.

637 N.E.2d 1301 (1994)

In the matter of the MAURICE F. JONES TRUST, Fort Wayne National Bank, Trustee, Appellant-Plaintiff, v. BARNETT BANKS Trust Company, N.A., As Personal Representative of the Estate of Louise LaFollette Jones; Barnett Banks Trust Company N.A., As Successor Trustee of the Louise LaFollette Jones Revocable Trust Agreement; James D. Briggs, Jr.; Geneva United Methodist Church; American Heart Association, Northeastern Indiana Chapter, Inc.; Allen County Cancer Society, Inc.; Inez Olson; Robert G. Jones; Marceile J. Hackley; Lucille Campbell; Geraldine H. Kubaszyk; Mary M. Mounch; Frances A. Thomas; and Lois Ralls Briggs, Appellees-Defendants.

Court of Appeals of Indiana, Third District.

Transfer Denied November 30, 1994.

Attorney(s) appearing for the Case

Stephen J. Williams, Shambaugh, Kast, Beck & Williams, Robert J. Parrish, Parrish & Knight, Fort Wayne, for appellant.

Vincent J. Backs, William J. Tutwiler, Beers, Mallers, Backs & Salin, Fort Wayne, for appellee Barnett Banks Trust Company, N.A.

HOFFMAN, Judge.

Appellant-plaintiff Fort Wayne National Bank (FWNB), as trustee of the Maurice F. Jones Trust, brought an action for a declaratory judgment requesting a declaration that it is not responsible for federal estate tax resulting from the inclusion of qualified terminal interest property (QTIP) within the Estate of Louise Jones. The trial court denied FWNB's request for declaratory judgment and granted summary judgment in favor of appellee-defendant Barnett...

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