Forbes v. Forbes

5 Gill 29
CourtCourt of Appeals of Maryland
DecidedJune 15, 1847
StatusPublished
Cited by4 cases

This text of 5 Gill 29 (Forbes v. Forbes) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Forbes v. Forbes, 5 Gill 29 (Md. 1847).

Opinion

Aroher, C. J.,

delivered the opinion of this court.

We do not consider it necessary to enquire into the question, whether the release executed by the complainant before he attained age was void or voidable. The release now in controversy, was executed after the complainant attained age, and the enquiry is whether the release executed at such a time, and under the circumstances, was void. No doubt a release executed by a ward or cestui que trust, shortly after he attains age, without the necessary accounts or information from which a judgment may be formed of the condition of the estate would not meet with the favor of a court of equity. The enquiry will, therefore be, whether the necessary information was imparted to the complainant to enable him or his advisers to form a judgment of the condition of the estate?

The determination of this question will render it necessary to examine the circumstances connected with the release above adverted to. The conduct and acts of the parties anterior to the release, though occurring during the minority of the complainant, are connected with the release, and form its basis. If at the time of the first release, the necessary information was imparted, the examination of friends and advisers as to the state and condition of the trust fund was given, these must be considered the operating causes for the release at the time of its execution.

There would under such circumstances, be no room for the imputation of undue influence, when the party must be supposed to act with knowledge.

The complainant arrived at age on the 27th May, 1831. The deed of release in question was executed on the 8th June, 1831.

[40]*40By the deed of settlement made by Elisabeth Bond, the grandmother of the complainant, under which he claims, John Forbes and Thomas Marshall were made the grantees and trustees, and after the death of John Forbes, Thomas Marshall the surviving trustee, on the 9lh of March, 1820, conveyed the property then in trust to George Forbes, the present trustee, subject to all the trusts contained in the original deed from Elizabeth Bond; and in the month of January, 1821, George Forbes filed a bill in Charles county court, against all the cestui que trusts, praying for a settlement of the trust estate under the direction of that court, as a court of equity. This cause was subsequently removed to the Court of Chancery, and while it was there pending, propositions of compromise were made, and that the parties might be fully informed of their respective rights, the books of the trust were subjected to the examination of the respective parties, and the accounts were examined by CoVn Ashton, who was solicitor for the defendants in that suit, and by Mr. Webster, who was one of the cestui que trusts. A statement was also made of the condition of the accounts by a skilful accountant, Richard Dorsey, at the request of Judge Clement Dorsey, (who was then the counsel of the present defendant, George Forbes,) which was exhibited to the parties; and upon that examination, CoVn Ashton the solicitor advised the compromise, which was effected with the complainant, and Beale the brother-in-law of the complainant, who was himself a lawyer, either from his own examination, or acting by the advice of his solicitor, also accepted the compromise and executed a like release. Every facility was furnished by the defendant for the examination of the accounts, and we have no evidence of any books or accounts being kept back. They were examined by the parties or some of them, and by the solicitors of the parlies fully able and competent to determine what was due from the trustees to the cestui que trusts. This examination gave rise to the compromise, and release made on the 30th of April, 1830, and forms the basis of the release executed on the 8th of June, 1831, after the complainant arrived at age. It is immaterial whether the com[41]*41plainant examined the books and accounts of the trust, or not. It is sufficient that they were examined by persons competent to make the examination for him.

The fair presumption, we think, from the facts of the case, is, that all proper and necessary information was imparted to the complainant, and the advisers and solicitor of the complainant. The answer of George Forbes avers this fact, and it is in proof, that the books of the trust estate were exhibited and examined by skilful and competent men who advised the compromise. The parties knew the trust estate which came to the hands of the defendant, and of course knew his accountability for the rents and profits; and it is a fair presumption, that these rents and profits were taken into the estimate in the adjustment of the compromise. As to the administration accounts of George Forbes, passed on the estate of his mother, Elizabeth Bond, they were matters of public record, and for aught we know, existing only there, and ought to be presumed under the circumstances of this case to have been known to the parties examining the accounts of the trust fund. With regard to these or any other matter connected with the accounts of the trust, there is no proof whatever of concealment, and to hold the defendant after the lapse of ten years, when the more important witnesses of all these transactions may be dead, to actual proof of detailed information of what the records and accounts displayed, would we think, be to exact more than ought in reason, or justice to be demanded of a trustee, especially in a case where there is proof of frankness, and a desire to furnish information necessary to a proper adjustment of the estate.

Independent of the above considerations, there have been several recognitions of this release as a valid release, made by the complainant at different times. In the complainant’s deed to Ignatius T. Gardner, bearing date on the 20th July, 1831, the release is expressly referred to, and the lands constituting in part the consideration for the release are for a valuable consideration bargained and sold to Gardner.—On the 7th of February, 1834, nearly three years after the release, in a re[42]*42ceipt given by the complainant to George Forbes, he recognizes the settlement as a valid settlement.

Again, the complainant was made one of the parties to the bill of George Forbes, filed for a settlement of the trust estate. This bill was answered, by James Sothoron for himself, and as guardian for the defendant. And although the record does not show that an order was passed, appointing said Sothoron guardian ad litem, the answer was not objected to as an answer for the infants, but would seem from the proceedings to have been taken as a valid answer, and the cause proceeded as if the parties were all regularly parties in court, and had duly answered, commission issued to take testimony, affidavits were taken, orders passed to bring in the books of the trust estate and the books of James Sothoron, and references were made to the auditor to state an account. It is manifest that the Chancellor, and the county court from which the cause was removed, treated the complainant as a party, and as having duly answered the bill. The complainant thus being a party to this bill, on the 1st January, 1833, by his solicitor entered the bill dismissed by agreement.

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Cite This Page — Counsel Stack

Bluebook (online)
5 Gill 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/forbes-v-forbes-md-1847.