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In re Estate of Kurrelmeyer

895 A.2d 207 (2006)

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In re Estate of Kurrelmeyer

Vermont Supreme Court

895 A.2d 207 (2006)

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Facts

While competent, Louis Kurrelmeyer executed a durable power of attorney appointing his wife, Martina Kurrelmeyer (defendant) as an attorney-in-fact and providing her with broad powers, including, inter alia, the power to convey his real estate into a trust, execute “trust instruments,” and “convey any real estate.” The power of attorney limited gift giving to $10,000 per year per donee. When Louis was no longer competent about a year before his death, Martina, acting as Louis’ attorney-in-fact, executed an inter vivos trust and transferred some of Louis’ real estate (the Clearwater property) into the trust. Under the terms of the trust, Martina gave herself broad control over the Clearwater property, including the right to sell the property and use the proceeds to buy another property, as well as the right to receive the trust income and any principle required for her support and maintenance. By contrast, Louis’ will left the Clearwater property to Martina as a life estate and the remainder to his children. After Louis’ death, Martina was appointed executor and Louis, Jr. challenged Martina’s authority to execute the trust and convey the Clearwater property into the trust. Louis, Jr. asked the court to distribute the Clearwater property according to terms of the will rather than the trust. The probate court held that the trust was valid and the children appealed to the superior court. Martina moved for summary judgment in the superior court on the basis of her authority under the power of attorney. The children made three arguments in response: (1) that the power of attorney did not authorize creation of the trust, (2) that Martina violated her fiduciary duty because she engaged in self-dealing, and (3) that the transfer of the Clearwater property violated the provision in the power of attorney limiting gift-giving. The superior court granted the children’s motion for summary judgment and Martina appealed to the Vermont Supreme Court, asserting that the power of attorney authorized the trust and conveyance of the property. In opposing this argument, the children asserted alternatively that the power to create a trust is personal and cannot be delegated under a power of attorney.

Rule of Law

Issue

Holding and Reasoning (Burgess, J.)

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