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MATTER OF JOHN EDWARD PHILLIPS TRUST

No. 20200381-CA.

505 P.3d 1127 (2022)

2022 UT App 12

In the MATTER OF the JOHN EDWARD PHILLIPS FAMILY LIVING TRUST. Peter O. Phillips, Appellant, v. Bank of Utah, et al., Appellees.

Court of Appeals of Utah.

Rehearing Denied March 21, 2022.

Attorney(s) appearing for the Case

Adam S. Affleck , Salt Lake City, UT, Attorney for Appellant.

Brett N. Anderson , Salt Lake City, UT, and Scott R. Taylor , Attorneys for Appellee Bank of Utah.

James K. Tracy , Salt Lake City, UT, Robert S. Tippett , James C. Dunkelberger , and Hyrum Jacob Bosserman , Salt Lake City, UT, Attorneys for Appellee Rachel Phillips Selby.

Fred D. Essig and Troy L. Booher , Salt Lake City, UT, Attorneys for Appellees Shaun Phillips, Michelle Mittleman, Doris Rubio, and Charlene Phillips.

Judge Michele M. Christiansen Forster authored this Opinion, in which Judge Gregory K. Orme and Senior Judge Kate Appleby concurred.

Opinion

¶1 This case concerns the administration of the testamentary trust of John Edward Phillips (the JEP Trust). The terms of the JEP Trust provided that upon the death of John Edward Phillips (John),2 the trust assets were to be divided in three shares among John's three...

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