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Does June get the same as the other grandchildren under the trust?

q158 questions.yaml · questions.yaml:657 documentsfiles

Question

Does June get the same as the other grandchildren under the trust?
A good answer

Yes. The 2019 trust names five grandchildren for the $15,000 gifts, and June was born in 2021. The October 2023 amendment rewrote that paragraph to give $15,000 to every grandchild living at the survivor's death, including any born later, and mentions June by name. The amendment is a scanned image with no text; the lawyer's letter says it "gives $15,000 to every grandchild, so that June is treated like the other five". An answer taken from the 2019 trust alone would wrongly say no.

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Supporting records

The records the answer rests on, from from, with whose they are.

Whose: Peg Ostrander (document_subject), Ray (document_subject)
created2023-10-16 10:40
folderfolder-estate
about
- me
- ray
- cabin
nameTrust - first amendment, October 2023 (scan)
Whose: Peg Ostrander (document_subject), Ray (document_subject)
created2019-06-03
folderfolder-estate
about
- me
- ray
nameOstrander Family Revocable Trust - our copy, signed May 14, 2019
Whose: Rebecca Stannard (document_subject)
created2023-10-16 10:52
folderfolder-estate
about
- rebecca-stannard
nameLetter from Rebecca with the amendment
Traps it covers

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

only_in_file The other hard files. The trust amendment is a scan with no text layer. The 1986 deed is a faint copy of a typed deed, also without text: the names of the sellers were typed darker and are clear, while the price ($84,500.00) is very faint; the price is in no record or note. The portal page for Ray is a screenshot, and its last section (the next appointment) is below the edge of the picture. The bunkhouse contract has the printed one-year workmanship warranty struck out and "two years" written in and initialled. The truck's title is saved twice: a clean PDF, and a telephone photograph with glare across the title number and the left edge cut.

mismatch Paragraph 7.2 of the 2019 trust says the cabin is to be sold. The 2023 amendment replaced that paragraph: the cabin goes to the three children, cannot be sold for five years unless all agree, and $60,000 is set aside for it. The amendment is right. The trust also names five grandchildren for the $15,000 gifts; the amendment makes it every grandchild, so June is included.