Re Lombardo settlement [2000] JRC 110 (23 June 2000)

Re Lombardo settlement [2000] JRC 110 (23 June 2000)

Trustee must provide comprehensive accounts and allow inspection of documents; failure to do so results in adverse costs order.

Citation
[2000] JRC 110
Parties
Plaintiff: Plaintiff; Defendant: Trustee
Jurisdiction
Jersey
Judgment Date
23 June 2000
Procedural Posture
Trust Dispute / Judgment
Outcome
Plaintiff's application granted; Trustee ordered to provide accounts and permit inspection.
Legal Topics
Trustee Duties, Disclosure of Accounts, Inspection of Documents, Costs
Trust Law Trustee Duties Disclosure of Accounts Inspection of Documents Costs

Case Brief

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Parties

Plaintiff

Plaintiff

Trustee

Defendant

Procedural Posture

Trust Dispute / Judgment

Legal Issues

  1. 1 Extent of trustee's duty to provide accounts
  2. 2 Right to inspect supporting documents
  3. 3 Trustee's duty regarding costs

Ratio Decidendi

Trustee must provide comprehensive accounts and allow inspection of documents; failure to do so results in adverse costs order.

Court Disposition

Plaintiff's application granted; Trustee ordered to provide accounts and permit inspection.

Orders

  • Trustee to provide full, clear, and accurate accounts for specified periods within set deadlines.
  • Trustee to permit inspection of all relevant documents and supply copies if required, subject to costs.