Boyles v. Sisemore CA4/3
Appeal from a judgment of the Superior Court of Orange County, Aaron W. Heisler, Temporary Judge. (Pursuant to Cal. Const., art. VI, § 21.) Affirmed.
RMO, Scott E. Rahn, Sean D. Muntz, David G. Greco, and Phillip J. Szachowicz for Plaintiff and Appellant.
Bunt & Shaver and David N. Shaver for Defendant and Respondent.
The sole issue raised in this appeal is whether the trial court correctly interpreted the Rose Alida Bourgois revocable trust dated August 30, 1995, as amended on January 14, 1998 (the Trust). The court determined the sole beneficiary of the Trust, Marie Bourgois Smith (Marie), inherited all of the Trust’s assets when her mother Rose Bourgois (Rose or the Trustor) died, and that despite Marie’s failure before her own death to transfer the assets out of the Trust, they are part of her estate. We agree with the court’s interpretation of the Trust.
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