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Case No. 19-1342

For summaries from opinions prior to August, 2018, view PDF versions here

In the Matter of the Joan T. Goetzinger Living Trust Dated May 30, 2014

Gail M. Miller, Appellant

Attorney for Appellant

Alyssa M. Carlson

Attorney for Appellee Matthew Boleyn

Gary Dickey

Attorney for Appellee Gladys M. Goetzinger-Strachan

Susan M. Hess

Court of Appeals

Court of Appeals Opinion

Opinion Number:
19-1342
Date Published:
Jul 22, 2020
Summary

            Appeal from the Iowa District Court for Dubuque County, Monica Zrinyi Wittig, Judge.  AFFIRMED.  Considered by Vaitheswaran, P.J., and Mullins and Ahlers, JJ.  Opinion by Ahlers, J.  (10 pages)

            Gail Miller, a former trustee, appeals the district court’s refusal to order payment of all of her and her attorney’s fees from the trust.  OPINION HOLDS: Miller was not entitled to fees for “investment services” based on the language of the trust document, and the trustee and attorney fees awarded appropriately reflect the necessary administration of the trust.  Miller’s claim of judicial bias is not preserved for appeal.  Accordingly, we affirm the district court’s ruling in its entirety.

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