UNIVERSITY OF SOUTHERN IND. FOUND. v. BAKER

No. 82S04-0510-CV-488.

843 N.E.2d 528 (2006)

UNIVERSITY OF SOUTHERN INDIANA FOUNDATION, Appellant, v. Richard A. BAKER and Integra Bank N.A. Trust and Investment Management Group, Appellees.

Supreme Court of Indiana.

March 14, 2006.


Attorney(s) appearing for the Case

Alan N. Shovers, Elizabeth A. Browning, Kevin R. Martin, Evansville, for Appellant.

John Burley Scales, Frank R. Hahn, Boonville, for Appellee.


BOEHM, Justice.

We hold that the trust created by Marian Boelson left her tangible personal property and any interest she retained in her individual retirement accounts to her brother and gave the remaining assets to the University of Southern Indiana Foundation.

Factual and Procedural History

In 1996 Marian Boelson created an inter vivos trust. Section 7 expressly declined to make any provision for Boelson's brother, Richard Baker, or any other...

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