Beneficiary Right to Trust Document Inspection
Legislator-Zusammenfassung
KI-generiertThe dispute involved a request for documents related to the administration of a trust, where the requestor alleged that the trustee breached fiduciary duties by refusing access and providing incomplete information, despite the trust instrument clearly granting beneficiaries the right to inspect records upon written request. The court reasoned that the specific terms of the trust instrument unambiguously afforded the beneficiaries the right to inspect the books and records, and the trustee's generalized concerns about confidentiality or disruption were insufficient to overcome this explicit contractual and fiduciary obligation, thus compelling the production of the requested trust documentation.
Legislator-Regeste
KI-generiertArt. 66 al. 1 LTF; Beneficiary Right to Trust Document Inspection: The court reasoned that the specific terms of the trust instrument unambiguously afforded the beneficiaries the right to inspect the books and records, and the trustee's generalized concerns about confidentiality or disruption were insufficient to overcome this explicit contractual and fiduciary obligation, thus compelling the production of the requested trust documentation.
Schlagwörter
KI-generiertZitierte Gesetzesbestimmungen
KI-generiertVerwandte Entscheide
KI-generiertZentrale Rechtsfragen, extrahiert von Legislator
KI-generiertImposed court costs for the appeal.
Volltext
$%&&$'(() $*'+$'(()
, !-, , !
. / 0 # 1( '(() !"#$ % % && & ' ! %#$ "%(%)*!+%,,-.!/,// ,
! "# 4,014
2!
/5 "$+$"#""6"#%$+7" && & ' 84+79/*+%#( ,)!"%:6"$4""6"#%$%$;%<;=:6- +%#(,35
,5 6%$$$%$>>$+$%$#%<? "" "6 % "6%% %; 84+7 9 " / ; .* +%#( ,@5
"/*=,@!6#+A%<$B6%$$>$;<<% ##$"%+=%#%<!%%%:"+,3#!6;%%=+ + + " %;! C#>$ "<<$% # : ; + ; "!%"D4;<E$E:;6;D+">$;; EC5 6#+A <#$ + " 6%$$ : 46;%##$%;%$:6+74#"");,@!;:% <%:6";%$>"<<+#%!:6;%$%$#"" @ /*;,@!:6;%+"% %<%#$"$%(1 ;,@! :6;%$>#% $%$(%+ "#""- /.#,@ %%<=%<>$+%<%%6$%%<#%++$%$B +%"%;"+,2#,@
.5 6%$$ 6% $% +7 " 6FF 6 84 +7 9 % +$%$ ; "#" "6"#%$ "7 /* = ,@5 & ! 6#+A 6;% + +%$ "% " 6 ! : 4 #G#6$%%<<$"6>#%H<<"6<<"$%$5
)5 "$",/+%#(,@!+$+""%" 6%$$ B 6"#%$ " )3 =! #%< :6 $%% %; + ++ <%5
@5 6%$$ <#$ $#% ,2 +%#( ,@! E+:% : #+AI;%=#+%#+"6+"<#%%6;%% + B +%+ B " ;% "6 : % +# +%% " #E J% +"%! : "% " %;! %% : E : #( " (! $%% E$(! :6 ;% "7 + "$ "6<<% + " "D4; "+ "# #G# "#"#(#%"<%$$+H:!%!%%!%5
35 "$ " /* <$; ,3! =%$ $#%5 7; %##% : " <#%: %! 6$ %% %$$+H:;+,*;,@%":$: %;%$+7"$%$? "$%+(7#5
01220,3 4.014
25 6%$$%=%$1#,3%"%"$++%5 $+7%:#+A6++%$%% !6%<#% +"%5+%""%":";%%;5 E+: : 6 "$$ + %$$+H : %% % (! 6% :#% #%< :6 ;% + $ "6$;% % ; #+A5 J% ; %% " + 6G% +$%$ B "D4; ; <! # <<# : %; " ++% % "6:% " %7! $%% <<%$ B %<%5 "7 : + " "%B6"#%$+)3=%"++%$5
15 $+".*#,3!=%"5
-5 %"+ ("$/3#,3!6%$$<#+HB $%$ ? " + 6; <<##% "$ :6 $%% ($$<"6 5E+::66$%%$%$+#""@/*; ,@! :6 %;% B 6E%$! "% ;% E % % <<%% %$$+H $ "+ "#! % : 6 <% $%( %<% #$" + && $"! 6% :#% B "#" " #+A5 &6>%"+$""-/.#,@!;%++; $%$ #"5 "#% :6 % ;#(( :6 6 + "#"$ 6%% B #+A"%;B"#5<<#;%$B%;+ $%$=:6B"%B:K%%"#%!%/*= ,@5"$6;+%%$"$"#%+7" ( "+"6H##5
+$%%"":$:6+".-=;%"$=B$%$ +$ B 6% " 6%$$! "6 #% ##$"% + =%#%<!%:"$6;%+$%$%%$5
/*5 &:$%$>"$B=>5
!
/5 >;I>%="89$%$#"<$%%%$!"7 /L%,.! (%"!#+$"@=>! "% +$"% % ;4+$"%! @ ++$% % /3 => 8%5 / %5%@3 95
&%BI%"I$%"/3=>!+ (<$"$ ,2=;,)8 F/.*/*39!" >;"+%$!/.<$;! "+%%%>%+#%%% (%" " $> B % => %%! ! " I%%% " I$%";E=>5
01220,3 4)014 ,5 <#$#% B 6%5 @3 5 / %5 H5 1 ! ( % " J%%:"%%%+$;BI%5@3 "<$"$+%>$$""%""3%( , %$ ;> / =; ,. 8 9 : % %; B <$"$ I4HM#> (>% % I"#%$ "I;(%$ ",@=/-1,8 95
&#+$%+=>""I+7%$%(5
.5 $+$ " <# % "$ $>E! % ;( 8%5 @3 % 3* 95
)5 <$"$ " 3 %( , +% >$$ " "% " 8 9%%$;>/=;,.!%J%#"<% " #( "+% $> " "# " 64HM#>5 %++(6+7!"7:<%=":#%"$%#%% "$$+%$#%B%$;>8<5 F/.*))3;5"5/! /,-)"/5,95
#G##%<"+%";",,#,,#"<% ! : #"<% " 6" 64HM#> 8 9 " ,1 # ,.! %$ ;> / =% ,. 8 ,. /2@. % /1@/9%++("6+75
@5 %>+%"$"+""%E"#%$"64 HM#>%+5
35 &6%5.*5/%5 !6$"%G%+""6E" "%B6"#%$:6%%;+++<%5 %%##% " 6$ :! + #+%#%! +% + ;% " (>% %% " %;! "$ B #+A #%< " $% " %% " %; 8%5 )) 5 / " 6" 64 HM#> 4 95 + " "% B 6"#%$ +$ " HM#>"B<%"6$++%"%%"+%++ +$%"++%"%;+"=%#%<E"%5..2 %.)35, 5<<%:#+%#%>$$"6$%"$ >$"#%"4#G#:6A%"+H"6"+< B<5+""%B6"#%$+%+"%G%<>$B 6$:#+%#%:%+H$%#%$%(5:6 "<<$"++6$B#+A!<<#%"" <<%+B$%(<%%%$+6$%<#$+"6% +;"+%B;6"#%%=>8 F//,,)@95
25 &=+"%"%!I%%$"#%%;=>";% "$ <% ## +;$ : :I % ; " $%$
01220,3 4@014 8N ! " " O;+DH%! )7# $"% /-1)! +5 /.3P Q!";R%>H%+<>!,7#$"%!+5,21H5@95"# "!=><""$!<"+%%" !<%:!<%"IG%$%("#7$<%(!++%## + ;#((! I%4B4" : +$%% ">$ " ;#( +$+"$%5 <<% " + :I <% + G% "$$ #% ## HA+%H7 +(5 # % $$#% " <% $>$ ;>(! => "%! $H$%! % E : +% + +(( 8 F /,3 .3* "5 @ %5 ( /,@ /-@ "5 H5 , % $<$95 ! IE%4%4 + "% " ! ++ :I"#%%=>";%%%!""%!<;" I$8 F/,3.,,"5@%595
15 A <% " : ; " HM#> I% + #+%( B " <% (=%< "I" =%! # % " B #+%#%:I%$$+;%$;%%"%I4HM#>I+B $+"5 %%" " I$ :I + 4#G# "##>! :I +$;5 7 ! %7 " +(%$ % + =+"%"S#+%#%(#%E>(T"I$5
+ " "% B 6"#%$ +$ " HM#> "L B <%"6$! ++%"6%5)) 5/ %5 !+++ $%"++%"%;+"=%#%<"%5..2%.)3 5 , 5 <<% : #+%#% >$$ " 6$ % "$ >$"#%"4!#G#:6A%"+H"6"+< B<5 +%G%:6#+A$+$%%7!" >!:"++%"%;%(8 F//,,))"5/ % G% %$95 + " "% B 6"#%$ +% +"% G% <>$B6$:#+%#%+H$B4%#%$%(5 :6"<<$"++6$B#+A!<<#%" "<<%+B$%(<%%%$+6$%<#$ +"6%+;"+%B;6"#%%=>8 F //, ,)@ "5 /! /--.0/--) U ,3 +5 /1. ;5 "5 ,P & /--, +5 @@/ "5/95
HM#> % %##% "$$ ## <%< : 6$! + #+%#%! +% + ;% " (>% %% " %;!"$B#+A#%<"$%"%%"%;5
HM#>%$+%$<%<#%:!+#+%#%!6$ <% (>% %% " %;! # : #+%#%"6%+"H"4=%<#%5
6A HM#> <%< : $% % $%; B " B " $;%"+%"6$5A":6$"+%%%#%
01220,3 43014 #+%#%;"6G%$5A"$;%:6$%: #+%#%+%;+$:#%%:6+%" :5
-5 6+7! 6#+A $ 6%$$ ; <<% ##$"% + =% #%<5 +H$ %+ #( (5 6%$$ "#% + 6G%"B+"%;:;%$%$%%($!"@/*;!%"- /.#!%"7,2#!#<<#:6%;%"%%#+"+ "#5 F % " %% : <% :6 EK% $# %;%$ ##+$%"+$%+">$";#(+$+"$%: +=+"5"$+:66+"#"$6%%B #+A5 & #+%#% "7 +% G% "$$ : ## <%<! "6%% + : E+% "$ " 6" " #+% + 6>% + +%7#% " "% " : %<% #$" " 1 ; ,@ $%$ $%( % + # $%%5 %6%$$6%4+%""%"%;"6+%%" <%:#+A+%+%#+"6+"<#%!"6% +%!A%%<"%%:66E+#$"$+7" 5 " ( #G#! <% " + ; %;! % E+%!%=%<5
6%"7B=%%%::<$<%##+6%$$" >;5
/*5 %BE#"$"+5
+ "$%# "I+7 >;%$ " <% #+% % " "% + " I$5 #+% I " +" "$% %% % ++ "I+7 %##% #( % #+%#% %$ " I%$$ 8& ! */5-, H<<,)295
"$"+!:"%G%++%B>;%$"<%!% "B:D="<%$>7!"DB%%="<%" >;%$#A! %"%%% BE%="<% >;8%5.* 5. %)@5,%50(0"I"I4HM#>4 95
+ + HM#> <%< +$ : #+%#%"6$%E(5$%$"$$:%$%%: 6$ $"% %E "6+% + # (>% "6%% ; <# 86+ " <%! "6 =% ;"! %59! % : #+A #% "# " H % >#% B ; %E "6+%G%$8%;B6"#%$"HM#>!=; *.!/295
01220,3 42014 ## " #%7 "64HM#> 8 9! #+$%%!%##%6"6+".3=<>$ B $ : 6$%% ; + #: " <E(%$5 $%% <<% ++:4";%%##%%B"+%"#+A% :6$%%#+("6>;+;$8"$".*#,," 0.,10*,95
F !:%B!6%;H($B$""$"+" )*B,*=""6%;:;%+";#>$< <#"6#+A!#%<:"!<E%+4#G#""% " ;! ;% #+%#% <%< : ;% %#+$ <%! >;!"%;8 F +($ .2-0--"/-;,95
//5 %$>"%;%""6+7! ("$"7 :6+"6 "$")3="6E""%"6%$$B 6"#%$+%++"++%%$!$%%++$:6+ ".-=;%"$=B$%$+$B%5
!#<"$!"%G%=%$5
01220,3 41014
!2 !-, , !
#
345 6 7 89 0)' ":
5
/5 $;(5
# 5
,5 =%%5
.5 %:+$"%>%%5
)5 <# +% " :I +;% <# % +$% G% " "$ " .* = "7 %<% + + ##"$ "$ ( <$"$ " ! &HRDH<: 3! 3) ! % E#+5 "$ +% G% +>$5 #$# "%V 9 ": E%#%:"$%"$(%%+""$ %%:$P (9 E+ + : #%< %# +; "#" %% % "$P 9 +% >% " +$%%5 & #$# %% + % $$#% $#$$ %% 9 (9 % 9 4"! (<$"$"++%#%7:I ";"$;(5#$#"#%#A " +;! : % =%! : "$ %%:$ % I;++ " :$%$E+$"$%8%5/.,!/*3%/*195 ><<7 $"%V 4 O W
+<#" +$% G%%%<$E+%%&$%%"I %%B I$#+><<
01220,3