Bastian v. Laffin

460 A.2d 623, 54 Md. App. 703, 1983 Md. App. LEXIS 292
CourtCourt of Special Appeals of Maryland
DecidedMay 18, 1983
Docket1155, September Term, 1982
StatusPublished
Cited by24 cases

This text of 460 A.2d 623 (Bastian v. Laffin) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bastian v. Laffin, 460 A.2d 623, 54 Md. App. 703, 1983 Md. App. LEXIS 292 (Md. Ct. App. 1983).

Opinion

Adkins, J.,

delivered the opinion of the Court.

Appellant David C. Bastian is before us for the third time in this case. It is the second appearance for appellees Valentina and Alfred Laffin. The events giving rise to the present phase of their dispute really began in December, 1976, but some earlier history, or perhaps genealogy, will assist in identifying the dramatis personae as well as in highlighting the issues we are now asked to decide.

John and Maria Laffin lived for some time in the Orient, and travelled throughout the world. In the course of their travels, they acquired various objets d’art. They had three children, appellees Valentina and Alfred, and another son, Edward.

Maria Laffin died in 1967 and John in 1971. Their son, Edward, a resident of Montgomery County, died in 1972, leaving his wife, Maj-Lis, and two sons, Edward Jr., and William. Maj-Lis died in December, 1976; her two sons survived her.

When Edward Laffin died, Maj-Lis qualified as executrix. The estate was represented by appellant Bastian. After the death of Maj-Lis, Bastian became successor personal representative of Edward’s estate and personal representative of Maj-Lis’s estate. Dr. and Mrs. Steven Soudakoff became guardians of Edward Jr., and William, who were apparently the principal beneficiaries under her will.

The objets d’art and other items of personal property about which the present case revolves were neither inventoried nor appraised in Edward Laffin’s estate. They, or some of them, were inventoried and appraised in Maj-Lis’s estate. Valentina and Alfred filed a claim in the latter estate, asserting that specified items of personalty belonged to *706 them, and asking that the items be returned to them and that Bastían be enjoined from disposing of them. Bastían rejected the claim on March 4, 1977, whereupon Valentina and Alfred sued him in the Circuit Court for Montgomery County, seeking essentially the same relief. In September, 1977, they also filed a petition in the Orphans’ Court seeking Bastian’s removal as successor personal representative of Edward’s estate.

The three proceedings — the claim in Maj-Lis’s estate, the petition in Edward’s estate, and the separate equity action — were consolidated for trial. On September 29, 1978, the court denied all relief requested by the Laffins. This engendered the first appeal to this court.

In an unreported per curiam, Laffin v. Bastian, No. 1113, September Term, 1978 (May 11, 1979), cert. den. 285 Md. 727 (1979), we affirmed the court’s refusal to remove Bastían as successor personal representative of Edward’s estate on the ground that neither Valentina nor Alfred had standing to seek Bastian’s removal. 1 We carefully declined to pass on the substantive merits of the removal petition. But we vacated the order to the extent that it denied Valentina and Edward’s claim to the personalty. We held that "Appellants [Valentina and Alfred] are entitled to have the items in question returned to them.” We remanded the case to the circuit court "for the entry of such further orders as may be necessary to achieve that result.” Laffin v. Bastian, supra, slip opinion at 7.

On September 18, 1979, the circuit court ordered Bastían "to forthwith restore” the claimed personalty to Valentina and Alfred. Although Bastían turned over some jewelry promptly, he did not turn over the other property, much of which was then in the possession of the Soudakoffs, in Indiana, whence some of it was retrieved by Valentina and Alfred. On December 18, 1980, Valentina and Alfred filed a petition to compel compliance with the September 18,1979, *707 order, and for ancillary relief. 2 The ancillary relief requested included claims for monetary relief against Bastian for damaged items of the personalty, and for the value of lost items, and for attorney’s fees and other expenses incurred by Valentina and Alfred in their efforts to locate and recover their property from 1977 to date.

On June 22,1981, some six months and twenty-six docket entries later, a hearing on the petition was commenced. The hearing concluded on July 6. Almost a year after that, on June 23, 1982, the Circuit Court for Montgomery County filed a memorandum opinion and order. The court held that Bastian was liable for loss of and damage to the personalty in question under § 8-109 of the Estates and Trusts Article, because "Bastian failed to act in a prudent manner [in caring for the property] ... and exposed [Valentina and Alfred] to extraordinary cost and exposure to the ultimate disappearance of their property.” It found that Bastian had by his actions "caused [Valentina and Alfred] to hire counsel and expend considerable sums of money in an effort to conclude a case that was not particularly complicated.” It entered judgment in favor of Valentina and Alfred and against Bastian in the amount of $24,210 by way of damages for the loss of and injury to the personalty, and in the amount of $30,000 for attorney’s fees and costs under Md. Rule 604 b.

Bastian seeks reversal of the judgment below because, in his view,

1. The trial court was clearly erroneous in finding that Bastian’s conduct caused the destruction and loss of or damage to Valentina and Alfred’s property.

*708 2. The court’s assessment of damages was clearly erroneous because based on inadmissible and insufficient evidence.

3. The court erred, as a matter of law, in awarding attorney fees and other costs to Valentina and Alfred.

Bastian’s Liability

Section 8-109 of the Estates and Trusts Article provides, in pertinent part:

(a) The individual liability of a personal rep- ■ resentative to third parties arising from the administration of the estate is that of an agent for a disclosed principal, as distinguished from his fiduciary accountability to the estate.
(c) A personal representative is not individually liable for obligations arising from possession or control of property of the estate or for torts committed in the course of administration of the estate unless he is personally at fault.

A personal representative is required to "take possession or control of the estate of the decedent....” Estates and Trusts Art. § 7-102. He has an obligation to protect and preserve the property so entrusted to him. A. Bagby, Maryland Law of Executors and Administrators § 134 (1927). In carrying out that obligation, he is required to act in good faith, and must perform his fiduciary duties with the same degree of care and diligence that would be exercised by a prudent person under similar circumstances in the management of his own affairs. Goldsborough v. DeWitt, 171 Md. 225, 189 A. 226 (1937).

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Bluebook (online)
460 A.2d 623, 54 Md. App. 703, 1983 Md. App. LEXIS 292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bastian-v-laffin-mdctspecapp-1983.