In re St. Clair Trust ReformationAnnotate this Case
The Supreme Court affirmed the order of the district court reforming an inter vivos trust created and funded by Jill Petrie St. Clair, holding that the district court's findings of fact were supported by clear and convincing evidence and that the district court properly applied the law.
The district court reformed the trust at issue in order for the trust to express Jill's true intentions, which were not expressed in the original trust instrument due to a scrivener's error. Jill and the trustee asked the Supreme Court to affirm the district court's rulings to satisfy the requirements of Commissioner v. Estate of Bosch, 387 U.S. 456 (1967). The Supreme Court affirmed, holding that the district court did not err in reforming the trust because reformation was necessary for the trust to be consistent with Jill's original intent and to correct the error of the scrivener.