On June 24, 221 a
was filed
involving a dispute between
Sweet-Donato, Wendy,
Sweet, Greg G.,
and
In Re: The James E. Sweet And Judit Grace Benson-Sweet Trust Agreement U A D 1 12 2010,
for Other - Matters not falling within the Other Civil Subcategories
in the District Court of Charlotte County.
Preview
Filing # 82260775 E-Filed 12/18/2018 11:11:07 AM
IN THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT
IN AND FOR CHARLOTTE COUNTY, FLORIDA
WENDY SWEET-DONATO and GREG G.
SWEET,
CASE NO.: 2018 CA 000598
Plaintiffs,
Vv.
JUDITH GRACE BENSON-SWEET,
individually and as Trustee of THE JAMES E.
SWEET AND JUDITH GRACE BENSON-
SWEET TRUST AGREEMENT w/a/d
1/12/2010, and JESSE EMMINGER,
Defendants,
/
ORDER GRANTING IN PART DEFENDANT’S
MOTION FOR SUMMARY JUDGMENT
This cause, having come before the Court on December 10, 2018, on Defendant Judith
Grace Benson-Sweet’s Motion for Summary Judgment, and the Court, having heard argument of
counsel, reviewed the supporting documentation submitted by counsel and the evidence before the
Court, and being otherwise fully advised in the premises, it is hereby ORDERED:
1 Defendant Judith Grace Benson-Sweet’s Motion for Summary Judgment is GRANTED in
part.
The Court finds as a matter of law that The James E. Sweet and Judith Benson-Sweet Trust
Agreement (“Trust”) is revocable, except as it relates to “separate property” as defined in
the Trust.
Accordingly, the Motion for Summary Judgment is DENIED in part to the extent the
Trust is irrevocable as to “separate property” as defined in the Trust, if such property exists.
Pursuant to section 736.0603, Florida Statutes, the duties of the Trustee of the Trust are
owed exclusively to the settlor of the Trust.
The Trustee of the Trust owes no duties to Plaintiffs, except as related to any “separate
property” of the Trust.
VES -
igned by JUDGE LISA PORTER in 18000598CA
on 12/18/2018 11:10:22 9Suds9Yg
Electronic Service List
Eileen T. O'Malley , ,
Jennifer L. Grosso ,
Jennifer L Grosso ,
JENNIFER L GROSSO
Document Filed Date
November 02, 2023
Case Filing Date
June 24, 221
Category
Other - Matters not falling within the Other Civil Subcategories
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