Marble

1 A.2d 355, 136 Me. 52, 1938 Me. LEXIS 61
CourtSupreme Judicial Court of Maine
DecidedSeptember 13, 1938
StatusPublished
Cited by4 cases

This text of 1 A.2d 355 (Marble) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marble, 1 A.2d 355, 136 Me. 52, 1938 Me. LEXIS 61 (Me. 1938).

Opinion

Manser, J.

This case come up on exceptions to the decree of a Justice of the Superior Court, sitting as the Supreme Court of Pro[54]*54bate. It concerns the allowance of two items in the probate account of Mary McLane Reardon, Trustee under the will of Susan O’Connell, for the benefit of John V. O’Connell. These items constitute charges for the board and expenses of Helen O’Connell, minor daughter of the beneficiary for the period of six years, and aggregate $1934.69.

By the will of Susan O’Connell, one-half of her estate, real and personal, was given to her daughter, Mary McLane Reardon. The remaining one-half was devised and bequeathed to this daughter as trustee in the following terms :

“To properly care for and manage the same, collecting the rents, income and dividends therefrom, and paying all taxes, insurance premiums, repairs and other necessary expenses connected therewith and from the net income thereof pay monthly to my son, John V. O’Connell of said Lewiston, a sufficient amount to suitably and reasonably support and maintain, in health and sickness, said John V. O’Connell, individually, according to his degree and station in life, for and during the term of his natural life.”

By the further provisions of the will, the daughter became entitled to the corpus of the trust estate upon the death of her brother, John V. O’Connell, if she survived him, and if not, it was willed to her legal heirs.

While there were no findings of fact in the decision of the court below, inspection of the record warrants the following statement of the situation as a basis for the decree.

Susan O’Connell died in 1925 and on August 25th of that year Mrs. Reardon (then McLane) was confirmed by the Probate Court as trustee under her will. The trust estate consisted of a one-half interest in real estate valued at $4000.00 and personal estate amounting to $2682.21. First account of the trustee was allowed October 12, 1926 showing payments to John V. O’Connell as beneficiary of $745.17.

On June 2, 1928 the wife of John V. O’Connell died, leaving him with a child, Helen, then eight years of age. O’Connell was at the time serving a sentence in the county jail. The trustee, who was his sister and the aunt of the minor child, attended the funeral of her [55]*55sister-in-law and it was arranged that the child should return with her to her home in Massachusetts. Some weeks later, after O’Connell was released from jail, he went to Massachusetts to visit his sister and daughter, remaining about a week. The trustee asserts that during this period an arrangment was entered into by which she should care for, educate and support the child, Helen, and be reimbursed from the income of the trust fund otherwise payable to O’Connell. The exceptants contend that there was no agreement for reimbursement and that the services and expenditures of the trustee on account of the child were gratuitous.

Albeit, the child stayed with her aunt for over six years. Aside from $15.00 which O’Connell collected on March 13, 1929 from a tenant of the real estate in which both were interested, there is no evidence that he ever thereafter asked for or received any net income from the trust fund, such income approximating $400.00 a year. The only exception is a debit to him of life insurance premiums paid of about $22.00 a year. He makes no claim that he paid his child’s expenses, and admits that his only contributions to her welfare were small sums, chiefly spending money.

The child was returned to her father in August, 1934. A year later O’Connell made demand for the first time for an accounting by the trustee.

The exceptants, recognizing the rule that “findings of fact by a Justice presiding in the Supreme Court of Probate are conclusive and not to be reviewed by the Law Court if the record shows any evidence to support them.” First Auburn Trust Co. v. Baker, 134 Me., 231, 184 A., 767; Chaplin, Appellant, 133 Me., 287, 177 A., 191 and cases cited, assert that there was no evidence of an agreement between the beneficiary and the trustee, of any acquiescence in or ratification of such arrangement by the beneficiary, cite alleged inconsistencies in the conduct of the trustee, and claim maladministration of the trust. These were controverted questions of fact and the court below made its finding which appears tobe fully warranted by the record.

But the exceptants go further and say that it is the duty of the trustee to follow the directions in the will and there has been a failure to comply-with its specific provisions.

[56]*56The duty of a trustee is clearly set forth in 3 Pomeroy Eq. Jur., 4th Ed., Sec. 1062, as follows:

“Under the general obligation of carrying the trust into execution, trustees and all fiduciary persons are bound, in the first place, to conform strictly to the directions of the trust. This is in fact the corner-stone upon which all other duties rest, the source from which all other duties take their origin. The trust itself, whatever it be, constitutes the charter of the trustee’s powers and duties; from it he derives the rule of his conduct; it prescribes the extent and limits of his authority it furnishes the measure of his obligations. If the trust is express, created by deed or will, then the provisions of the instrument must be followed and obeyed. If the fiduciary relation is established by law and regulated by settled legal rules, then these legal rules must constantly guide and restrain the conduct of the one who occupies the relation. In this manner the acts, powers, duties, and liabilities of executors, administrators, guardians, and corporation directors are governed by a fixed system of legal rules which constitute their instrument or declaration of trust. A trustee can use the property only for the purposes contemplated in the trust, and must confoi'm to-the provisions of the trust in their true spirit, intent, and meaning, and not merely in their letter. If, therefore, through non-feasance, he omits to carry the trust into execution, or through mis-feasance he disobeys the directions of the trust, he renders himself in some manner liable to the beneficiary whose rights have been thus violated.”

In behalf of the trustee, it is contended that, in the present case, if the trustee has disobeyed the explicit and literal directions of the will, it has been at the instance, by the arrangement and agreement, and with the acquiescence and ratification of the beneficiary himself and in recognition of the legal obligation resting upon him to support his own minor child.

Under such circumstances, the trustee invokes the rule stated in 4 Bogert on Trusts, Sec. 941, pp. 2708-2709:

“If a beneficiary, of full age and sound mind, acting with full knowledge of the facts of the case and of his rights, and [57]*57not under the influence of misrepresentation, concealment, or other wrongful conduct on the part of the trustee or another, consents that the trustee or a third person may perform an act or refrain from performing an act, equity will not permit the beneficiary to allege thereafter that the conduct of the trustee or third person to which consent was given was a breach of trust, or amounted to participation in a breach.”
“The rules for the administration of trusts, established by the trust instrument, statute, and court rules, are solely for the benefit of the cestui.

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Cite This Page — Counsel Stack

Bluebook (online)
1 A.2d 355, 136 Me. 52, 1938 Me. LEXIS 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marble-me-1938.