In re Rabaiotti 1989 Settlement v [2000] JLR 173 (30 May 2000)
- Citation
- [2000] JLR 173
- Status
- Judgment
- Jurisdiction
- Jersey
- Posture
- Trusts / Judgment
More details
- Posture
- Trusts / Judgment
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
Beneficiaries have a right to inspect trust accounting documents, but the court retains discretion to refuse disclosure if it would not serve the best interests of all beneficiaries.
Court disposition
Beneficiary entitled to inspect accounting documents, subject to court's discretion.
02
Material facts
Parties
Rabaiotti 1989 Settlement
Applicant03
Procedural history
Posture
Trusts / Judgment
04
Questions and positions
Legal issues
- 01
Whether a beneficiary is entitled to inspect accounting documents of the trust
- 02
Whether the court has discretion to refuse disclosure if not in the best interests of all beneficiaries
Party arguments
- Applicant
- The beneficiary is entitled to inspect the accounting documents of the trust.
- Respondent
- Disclosure may be refused if it is not in the best interests of all beneficiaries.
05
Court’s reasoning
Legal principles
- 01
Jersey trust law
A beneficiary is entitled to inspect accounting documents of the trust, subject to the court's discretion to refuse disclosure if not in the best interests of all beneficiaries.
06
Ratio, limits and disposition
Ratio decidendi
Beneficiaries have a right to inspect trust accounting documents, but the court retains discretion to refuse disclosure if it would not serve the best interests of all beneficiaries.
Court disposition
Beneficiary entitled to inspect accounting documents, subject to court's discretion.
Source and reliance status
Official court record
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Judgment text
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Court record
Judgment
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