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LUTZ v. FORTUNE

No. 49A04-0012-CV-545.

758 N.E.2d 77 (2001)

Sarah LUTZ, Appellant-Respondent, v. Russell FORTUNE, III, and William L. Elder, Trustees, Appellees-Petitioners, and William L. Fortune, Anne Elder Schermerhorn, William L. Elder, II, Russell Fortune, III, Carter M. Fortune, Sheila M. Fortune, Peter Fortune, and Cathryn Reynolds Fortune, Respondents-Appellees.

Court of Appeals of Indiana.

November 15, 2001.

Attorney(s) appearing for the Case

Stanley C. Fickle, Michael Rosiello, Barnes & Thornburg, Indianapolis, IN, Jonathan R. Bell, Gerard E. Harper, Paul Weiss Rifkind Wharton & Garrison, New York, NY, Attorneys for Appellant.

Robert K. Stanley, Scott D. Himsel, Baker & Daniels, Indianapolis, IN, Attorneys for Appellees.

OPINION

BAILEY, Judge.

Case Summary

On September 14, 2000, the trial court ("Probate Court") entered summary judgment in favor of Appellees William L. Fortune, Anne Elder Schermerhorn, William L. Elder, II, Russell Fortune, III, Carter M. Fortune, Sheila M. Fortune, Peter Fortune, and Cathryn Reynolds Fortune, all beneficiaries to a trust created by William Fortune ("Fortune Trust"). The Probate Court ruled that Appellant Sarah L. Lutz ("Sarah...

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