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uniform trust code - Kansas Judicial Branch

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(3) Property of a <strong>trust</strong> authorized by this section may be applied only to its intended use,<br />

except to the extent the court determines that the value of the <strong>trust</strong> property exceeds the amount<br />

required for the intended use. Except as otherwise provided in the terms of the <strong>trust</strong>, property not<br />

required for the intended use must may be distributed to the settlor, if then living, otherwise to the<br />

settlor’s successors in interest.<br />

<strong>Kansas</strong> Comment<br />

This section is new. Trust funds established for the permanent care of cemetery plots are<br />

addressed by K.S.A. 17-1302 et seq.<br />

The <strong>Kansas</strong> drafting committee changed this section of the UTC in the last sentence by<br />

striking the word “must” and inserting in lieu thereof the word “may.”<br />

UTC Comment<br />

This section authorizes two types of <strong>trust</strong>s without ascertainable beneficiaries; <strong>trust</strong>s for<br />

general but noncharitable purposes, and <strong>trust</strong>s for a specific noncharitable purpose other than the<br />

care of an animal, on which see Section 408. Examples of <strong>trust</strong>s for general noncharitable purposes<br />

include a bequest of money to be distributed to such objects of benevolence as the <strong>trust</strong>ee might<br />

select. Unless such attempted disposition was interpreted as charitable, at common law the<br />

disposition was honorary only and did not create a <strong>trust</strong>. Under this section, however, the<br />

disposition is enforceable as a <strong>trust</strong> for a period of up to 21 years, although that number is placed<br />

in brackets to indicate that States may wish to select a different time limit.<br />

The most common example of a <strong>trust</strong> for a specific noncharitable purpose is a <strong>trust</strong> for the<br />

care of a cemetery plot. The lead-in language to the section recognizes that some special purpose<br />

<strong>trust</strong>s, particularly those for care of cemetery plots, are subject to other statutes. Such legislation<br />

will typically endeavor to facilitate perpetual care as opposed to care limited to 21 years as under<br />

this section.<br />

For the requirement that a <strong>trust</strong>, particularly the type of <strong>trust</strong> authorized by this section, must<br />

have a purpose that is not capricious, see Section 404 Comment. For examples of the types of <strong>trust</strong>s<br />

authorized by this section, see Restatement (Third) of Trusts § 47 (Tentative Draft No. 2, approved<br />

1999), and Restatement (Second) of Trusts § 62 cmt. w and § 124 (1959). The case law on<br />

capricious purposes is collected in 2 Austin W. Scott & William F. Fratcher, The Law of Trusts<br />

§ 124.7 (4th ed. 1987).<br />

This section is similar to Section 408, although less detailed. Much of the Comment to<br />

Section 408 also applies to this section.<br />

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