Alison Glassie, in her capacity as of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II v. Paul Doucette, in his capacity as of the Estate of Donelson C. Glassie, Jr.

CourtSupreme Court of Rhode Island
DecidedJune 25, 2025
Docket2023-0372-Appeal.
StatusPublished

This text of Alison Glassie, in her capacity as of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II v. Paul Doucette, in his capacity as of the Estate of Donelson C. Glassie, Jr. (Alison Glassie, in her capacity as of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II v. Paul Doucette, in his capacity as of the Estate of Donelson C. Glassie, Jr.) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alison Glassie, in her capacity as of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II v. Paul Doucette, in his capacity as of the Estate of Donelson C. Glassie, Jr., (R.I. 2025).

Opinion

Supreme Court

No. 2023-372-Appeal. (NP 16-265)

(Dissents begin on Page 22)

Alison Glassie, in her capacity as : Executrix of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II

v. :

Paul Doucette, in his capacity as : Executor of the Estate of Donelson C. Glassie, Jr.

NOTICE: This opinion is subject to formal revision before publication in the Rhode Island Reporter. Readers are requested to notify the Opinion Analyst, Supreme Court of Rhode Island, 250 Benefit Street, Providence, Rhode Island 02903, at Telephone (401) 222-3258 or Email opinionanalyst@courts.ri.gov, of any typographical or other formal errors in order that corrections may be made before the opinion is published. Supreme Court

Alison Glassie, in her capacity as : Executrix of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II

Paul Doucette, in his capacity as : Executor of the Estate of Donelson C. Glassie, Jr.

Present: Suttell, C.J., Goldberg, Robinson, Lynch Prata, and Long, JJ.

OPINION

Justice Robinson, for the Court. The defendant, Paul Doucette, in his

capacity as Executor of the Estate of Donelson C. Glassie, Jr., appeals from a

November 14, 2023 order of the Superior Court, which granted the plaintiff’s motion

to dismiss the defendant’s appeal from a judgment on a jury verdict.1 The defendant

contends that the trial justice abused his discretion when he granted the plaintiff’s

1 The plaintiff is Alison Glassie, who commenced this civil action in her capacity as Executrix of the Estate of Jacquelin C. Glassie and as assignee of Wells Fargo Bank, N.A. (Wells Fargo), Trustee of the Jacquelin Caffrey Glassie Trust II. -1- motion to dismiss for the reason that the defendant had failed to timely order

transcripts and did not convince the trial justice that said failure was the result of

excusable neglect.

This case came before the Supreme Court pursuant to an order directing the

parties to appear and show cause why the issues raised in this appeal should not be

summarily decided. After considering the parties’ written and oral submissions and

after carefully reviewing the record, we conclude that cause has not been shown and

that this case may be decided without further briefing or argument.

For the reasons set forth in this opinion, we affirm the order of the Superior

Court.

I

Facts and Travel

A

The Original Claim and Appeal

The factual background of this case is described in our opinion in Glassie v.

Doucette, 157 A.3d 1092 (R.I. 2017), which dealt with an earlier issue in this case.

Accordingly, we shall recount here only the facts necessary for our analysis of the

issues relevant to this appeal.

-2- Jacquelin Glassie was the youngest child of Donelson and Marcia Sallum

Glassie.2 On August 11, 1993, Donelson established the Jacquelin Caffrey Glassie

Trust II (the Trust). According to the property settlement agreement that was

reached at the time of Donelson and Marcia’s divorce, Donelson was to fund the

Trust so that it would provide benefits that would be substantially similar to the

benefits which other trusts provided for Jacquelin’s sisters, Alison Glassie and

Georgia Glassie. Following the death of Donelson on February 3, 2011, Jacquelin

filed a claim against his estate, alleging that Donelson had breached the above-

referenced agreement by failing to adequately fund the Trust. Her claim was

disallowed by the executor, Mr. Doucette, and it was referred to the Superior Court

in accordance with the provisions of G.L. 1956 § 33-11-16.

On June 25, 2012, Jacquelin filed a complaint against the estate in the Superior

Court. In due course, Mr. Doucette, in his capacity as executor, proceeded to file a

counterclaim, alleging that Jacquelin had forfeited any interest as a beneficiary by

virtue of an in terrorem clause in Donelson’s will. Shortly after the complaint was

filed, Jacquelin died unexpectedly. Jacquelin’s sister, Alison, was appointed

executrix of Jacquelin’s estate, and she was substituted in that capacity as the party

plaintiff in this case. Summary judgment was subsequently granted in favor of the

2 Because several individuals involved in this case share the same last name, they usually will be referred to herein by their first names. No disrespect is intended. -3- estate on the grounds that only a trustee may institute an action on behalf of the

beneficiaries of a trust. On appeal, this Court held that the proper plaintiff in the

action should have been the Trustee of the Trust, Wells Fargo Bank, N.A. (Wells

Fargo); and it further held that Alison, as executrix of Jacquelin’s estate, did not have

the requisite standing. Glassie, 157 A.3d at 1100.

1. The Assignment

On January 7, 2016, in the context of a partial settlement of litigation taking

place in the state of Utah, Wells Fargo assigned to Alison any “claims that the

Trustee may possess, in its capacity as Trustee of the Trust, against defendant arising

out of an alleged breach of Donelson’s obligations under a property settlement

agreement dated July 1, 1993.” Glassie, 157 A.3d at 1096 n.6 (brackets omitted). In

May of 2016, Alison, as executrix of Jacquelin’s estate and assignee of the Trustee

(Wells Fargo), petitioned the Newport Probate Court for permission to file a claim

against the estate out of time. The petition was denied by the Probate Court, and

Alison appealed to the Superior Court. After considering the contentions of the

parties, the Superior Court determined that Alison had satisfied her burden of

establishing excusable neglect and that she should be allowed to pursue her claim

against Donelson’s estate out of time. On April 15, 2022, Alison filed an amended

complaint in the Superior Court, alleging substantially the same claims as had been

set forth in the original complaint. Mr. Doucette again asserted a counterclaim

-4- alleging that, because of an in terrorem clause in Donelson’s will, Alison, both in

her individual capacity3 and as executrix of Jacquelin’s estate, had forfeited any

interest under Donelson’s will.

2. The Trial

On March 7, 2023, a jury trial commenced. The trial concluded on March 17,

2023, when the jury returned a verdict in favor of plaintiff. The jury found that

“Donelson [had] breached his obligations contained in the Property Settlement

Agreement to fund [the Trust].” Additionally, the jury found that the estate of

Jacquelin Glassie did not forfeit “any bequest it was entitled to pursuant to Donelson

Glassie’s Will.” The jury awarded plaintiff $1,164,138.43 in damages. Judgment

entered in favor of plaintiff in the amount of $2,856,572.45, which included

prejudgment interest; judgment also entered in favor of plaintiff on defendant’s

counterclaim.

Subsequently, several post-trial motions were filed by the parties. The

plaintiff filed a motion to amend her complaint to conform to the evidence presented

at trial. The defendant filed a renewed motion for judgment as a matter of law, or,

in the alternative, a motion for a new trial and/or remittitur. The trial justice granted

plaintiff’s motion and denied defendant’s motions.

3 Mr. Doucette’s counterclaim against Alison in her individual capacity was dismissed prior to trial. -5- B

The Instant Appeal

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Small Business Loan Fund Corp. v. Gallant
795 A.2d 531 (Supreme Court of Rhode Island, 2002)
Kinser v. Elkadi
654 S.W.2d 901 (Supreme Court of Missouri, 1983)
DeBartolo v. DiBattista
367 A.2d 701 (Supreme Court of Rhode Island, 1976)
Hartman v. Carter
393 A.2d 1102 (Supreme Court of Rhode Island, 1978)
Fields v. S. & M. FOODS, INC.
249 A.2d 892 (Supreme Court of Rhode Island, 1969)
Bowen v. Mollis
945 A.2d 314 (Supreme Court of Rhode Island, 2008)
Stepp v. Stepp
898 A.2d 724 (Supreme Court of Rhode Island, 2006)
Lynch v. Rhode Island Department of Environmental Management
994 A.2d 64 (Supreme Court of Rhode Island, 2010)
Arena v. City of Providence
919 A.2d 379 (Supreme Court of Rhode Island, 2007)
Valkoun v. Frizzle
973 A.2d 566 (Supreme Court of Rhode Island, 2009)
Estate of Mitchell v. Gorman
970 A.2d 1 (Supreme Court of Rhode Island, 2009)
Vitale v. Elliott
387 A.2d 1379 (Supreme Court of Rhode Island, 1978)
Seibert v. Clark
619 A.2d 1108 (Supreme Court of Rhode Island, 1993)
State v. Werner
831 A.2d 183 (Supreme Court of Rhode Island, 2003)
Uag West Bay Am, LLC v. Cambio
987 A.2d 873 (Supreme Court of Rhode Island, 2010)
Armstrong v. Polaski
360 A.2d 558 (Supreme Court of Rhode Island, 1976)
Harodite Industries, Inc. v. Warren Electric Corp.
24 A.3d 514 (Supreme Court of Rhode Island, 2011)
Sentas v. Sentas
911 A.2d 266 (Supreme Court of Rhode Island, 2006)
Boranian v. Richer
983 A.2d 834 (Supreme Court of Rhode Island, 2009)
Iddings v. McBurney
657 A.2d 550 (Supreme Court of Rhode Island, 1995)

Cite This Page — Counsel Stack

Bluebook (online)
Alison Glassie, in her capacity as of the Estate of Jacquelin C. Glassie and as Assignee of Wells Fargo Bank, N.A., Trustee of the Jacquelin Caffrey Glassie Trust II v. Paul Doucette, in his capacity as of the Estate of Donelson C. Glassie, Jr., Counsel Stack Legal Research, https://law.counselstack.com/opinion/alison-glassie-in-her-capacity-as-of-the-estate-of-jacquelin-c-glassie-ri-2025.