Mucci v. Stobbs

666 N.E.2d 50, 281 Ill. App. 3d 22, 216 Ill. Dec. 882, 1996 Ill. App. LEXIS 419
CourtAppellate Court of Illinois
DecidedJune 5, 1996
Docket5-95-0457
StatusPublished
Cited by11 cases

This text of 666 N.E.2d 50 (Mucci v. Stobbs) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mucci v. Stobbs, 666 N.E.2d 50, 281 Ill. App. 3d 22, 216 Ill. Dec. 882, 1996 Ill. App. LEXIS 419 (Ill. Ct. App. 1996).

Opinion

PRESIDING JUSTICE HOPKINS

delivered the opinion of the court:

John Dale Stobbs, as trustee of the inter vivas trusts of Dr. Michele Mucci and Mrs. Bernice Mucci, who are now deceased, appeals from the trial court’s order removing him as trustee. On appeal, Stobbs argues that the trial court abused its discretion in ordering his removal as trustee. We affirm.

I. FACTS

The appellant, John Dale Stobbs, is a licensed attorney and a partner in the law firm of Stobbs and Sinclair. In 1989, Stobbs drafted virtually identical wills and revocable inter vivas trusts for his longtime friends, Michele and Bernice Mucci. In February 1990, Stobbs prepared a first amendment to each of the trusts. Under both the original trust and the amendment, Stobbs was appointed as the successor trustee at the deaths of both Dr. and Mrs. Mucci. Dr. Mucci died on September 7, 1990, and Mrs. Mucci died five days later. Their son, the petitioner herein, Michele Nicholas Mucci (Mucci), is currently the only beneficiary of the income and principal of the trusts.

On October 11, 1994, Mucci filed a petition to remove Stobbs as the trustee. In that petition, Mucci alleged that he had attempted to remove Stobbs as the trustee, pursuant to section six(A) of the trust, which provides:

"At any time or times the persons described in paragraph E may remove any acting Trustee by written notice to such Trustee.” The persons described in paragraph E are Mucci, as the current income beneficiary, and "JOHN DALE STOBBS, or the senior partner in point of service with Stobbs and Sinclair Law Firm, Alton, Illinois, or its successors in interest.” Mucci alleged that he served a written "Notice to Remove Trustee” on Stobbs and his law firm on May 31, 1994, and that Stobbs refused to comply with the removal. Mucci sought to replace Stobbs with the Mark Twain Illinois Bank (the Bank) of Belleville, Illinois.

Mucci further alleged that Stobbs refused to step down as trustee, and that Stobbs based his authority to remain as trustee indefinitely upon paragraphs six(B) and (D) of the trust, which provide:

"B. If the Trustee resigns or ceases to act, the persons described in Paragraph E shall appoint as Trustee any person, bank or trust company, wherever situated. I expressly give to my attorney, John Dale Stobbs, the power to remove any Trustee or Successor Trustee by the notice provided in Sub-section A above. Each Successor Trustee shall have the powers and discretions herein granted to its predecessor.
***
D. As often as the Trustee deems such action to be advantageous to any trust or any beneficiary it may, by written instrument, resign. The Substitute Trustee shall have all the powers and discretions of the Trustee. The Trustee may remove the Substitute Trustee at any time and reappoint itself as Trustee.” (Emphasis added.)

Mucci requested the court to remove Stobbs as the trustee immediately, to order Stobbs to file an accounting with the court, to order Stobbs to turn over all assets of the trust to the Bank as successor trustee, and to construe the pertinent provisions of the trust so as not to restrict Mucci’s right to appoint a successor trustee.

On November 16, 1994, Stobbs filed an answer, a motion to dismiss, and a counterclaim, which named Stobbs, "not individually, but as Trustee,” as the counterpetitioner and Mucci as the counterrespondent. Count III of the counterclaim is the only count with any direct bearing on this appeal. In count III, Stobbs alleged that Mucci’s attempt to remove him as trustee "was a nullity.” The pertinent provisions of Stobbs’s counterclaim are as follows:

"10. On or about June 1, 1994, Counter-Defendant was notified that his attempt [to remove Stobbs as the trustee] was a nullity, since the Counter-Plaintiff was the named Successor Trustee, who had exercised the power granted to remove any Successor Trustee. Pursuant to the plain and express language of the instruments creating the subject Trusts, the grantors clearly empowered Counter-Plaintiff with the unrestricted authority to remove any Successor Trustee. ***
11. Any attempt by the current income beneficiary, Nick Mucci, to remove Counter-Plaintiff, and, thereafter, name a Successor Trustee is subject and inferior to the power of the Counter-Plaintiff, to remove same.”

To his counterclaim, Stobbs attached a June 1, 1994, letter from Stobbs to Mucci. The letter related Stobbs’s position regarding Mucci’s attempted removal, the pertinent parts of which are as follows:

"Pursuant to clauses Sixth (B) and (E) of the inter vivas trusts of Michele Mucci and Bernice Mucci and the power therein vested in John Dale Stobbs by the grantors, and the absence of any such powers granted to M. Nicholas Mucci anywhere in the instruments of either grantor, you are herewith notified that your effort to appoint Mark Twain Bank as successor trustee[ ] has no legal effect and John Dale Stobbs is confirmed as trustee. The total intent of the instruments makes it clear that M. Nicholas Mucci is not to exercise any such control over the trustee or the trust corpus. Said provisions make it clear that John Dale Stobbs, denominated by name, is to have plenary powers in the matter of who shall serve as trustee. Mark Twain Bank is expressly not so nominated by John Dale Stobbs and is not to serve. Said decision is conversant [sic] with the intention of your parents, the grantors, that you not be given control over the trust funds except in the stages prescribed.
You are further notified that any future notices of removal of the undersigned are in and of themselves null and void.
You are further notified of the expectation of John Dale Stobbs or the senior partner in point of service with Stobbs and Sinclair ] to continue as trustee through the end of the period prescribed in the trust. Your continued disruption of the trust administration is counter-productive.”

On December 8, 1994, Mucci filed responses to all of Stobbs’s pleadings, including a motion to dismiss Stobbs’s counterclaim and a petition for sanctions and attorney fees. In the petition for sanctions, Mucci alleged that he had filed a legal malpractice action against Stobbs and his law firm, for their actions as trustee and attorney for the trust, that Stobbs’s refusal to step down as trustee was improper, that Stobbs’s request for attorney fees for filing his pleadings in the instant case was improper, that Stobbs’s request for attorney fees and expert witness fees in the legal malpractice actions was "an affront to this Court’s jurisdiction and is an attempt to make a mockery [of] our *** judicial system,” and that Mucci was being damaged by all of Stobbs’s pleadings in the case.

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Bluebook (online)
666 N.E.2d 50, 281 Ill. App. 3d 22, 216 Ill. Dec. 882, 1996 Ill. App. LEXIS 419, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mucci-v-stobbs-illappct-1996.