Justia Trusts & Estates Opinion Summaries

Appellant Craig Quigley was a beneficiary of a testamentary trust. In 2003, the trustees filed a petition in the superior court to reform the trust. The court entered an order granting the petition. In 2009, Quigley filed a motion to vacate the order, arguing (1) that the superior court had never obtained jurisdiction over Quigley because there was no service of process with respect to the petition and, therefore, any judgment against Quigley was void; and (2) the order should be vacated pursuant to R.I. Sup. Ct. R. 60(b)(6), which provides for vacation of any order for "any other reason justifying relief." The hearing justice denied the motion. Quigley appealed. The Supreme Court affirmed, holding (1) because Quigley was not a defendant in the proceeding with respect to the petition for reformation of the trust, service of process was not required; (2) because Quigley had actual notice of the proceeding and was represented by counsel at the proceeding, Quigley's due process rights were not violated; and (3) the Rule 60(b)(6) motion was not made within a reasonable time in violation of the rule.

Plaintiff Virginia Sharkey appealed the dismissal of her legal malpractice claim against Defendant Attorney George Prescott. Plaintiff and her husband retained Attorney Prescott to prepare an estate plan. Mr. Prescott established a trust indenture that the Sharkeys executed in 1999. Subsequently, the Sharkeys signed a quitclaim deed, also prepared by Mr. Prescott, which conveyed two lots of land they owned to the trust. Plaintiff asserted that the trust was set up to care for the surviving spouse. Mr. Prescott sent Plaintiff a letter shortly thereafter, memorializing the actions he took on their behalf. Mr. Sharkey died in 2002. In 2003, Plaintiff wanted to sell one of the two lots conveyed to the trust. The local authority told Plaintiff that because both lots were conveyed to the trust, they effectively merged together, and could not be sold as she intended. In 2006, Plaintiff sought access to trust funds. The bank informed Plaintiff that she was not able to get access as she had intended. These two instances lead Plaintiff to believe that Mr. Prescott was negligent in the performance of his duties as her attorney. In 2009, Plaintiff brought suit against Mr. Prescott. Mr. Prescott moved to dismiss the case, arguing that Plaintiffâs claims against him were time-barred. The trial court dismissed Plaintiff's case as time barred. After a review of the case, the Supreme Court found that the trial court erred in granting summary judgment with regard to the letter Mr. Prescott sent memorializing the trust set-up. The Court reasoned that because Plaintiff claims she did not receive the letter, this created a "genuine issue of fact" that could not withstand a grant of summary judgment. For this, the Court reversed the trial courtâs decision, but affirmed it on all other respects. The case therefore, was remanded for further proceedings.

A dispute arose when four siblings disagreed over how the estate of their mother should be divided. Elizabeth Cullen, sister and trustee of the estate, filed a petition to discharge her duties and to distribute the trustâs assets. Her brothers Daniel and Albert McManus, and sister Jane Martino, objected. They counterclaimed, alleging that Ms. Cullen misappropriated trust funds by failing to include a bank account as part of the trustâs assets. The trial court entered judgment in favor of the siblings. Ms. Cullen appealed. The bank account at issue was a âjoint accountâ on which Ms. Cullen was a co-signor with her mother. Ms. Cullen argued that the account, by virtue of her as a named co-signor, granted her the right-of-survivorship, and that the money in the account passed to her alone. The Supreme Court found that without the official âright-of-survivorshipâ designation from the bank, the account did not give Ms. Cullen survivorship rights. The Court affirmed the lower courtâs decision in favor of the siblings.