In Re: Estate of Buford Taylor, Decedent, et al. v. Suntrust Bank, Successor Trustee

Gerald Huffman and Dorothy Jean Riley Hale (“Petitioners”) filed suit seeking to terminate the testamentary trust of Buford Taylor (“the Trust”) and have the remaining assets distributed. Petitioners filed a motion for summary judgment asserting, in pertinent part, that contingent remainder beneficiary Tommy Hamer previously had received an advancement of his portion of the Trust, and therefore, his heirs were not entitled to any further distribution from the Trust. After a hearing, the Trial Court granted the motion for summary judgment after finding and holding, inter alia, that an affidavit given by Sherrie Hamer was not properly before the court, and that Tommy Hamer previously had received an advancement of his portion of the Trust and, therefore, his heirs were not entitled to any portion of the remaining Trust assets. The heirs of Tommy Hamer appeal the grant of summary judgment to this Court. We find and hold that neither Tenn. Code Ann. § 24-1-203 nor Tenn. Code Ann. § 29-2-101 bars consideration of the affidavit of Sherrie Hamer, and that there are genuine issues of material fact precluding a grant of summary judgment. We, therefore, reverse the grant of summary judgment.