Johnson v. Johnson

967 A.2d 274 (2009)

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Johnson v. Johnson

Court of Special Appeals of Maryland
967 A.2d 274 (2009)

  • Written by Mary Pfotenhauer, JD

Facts

Catherine and Edward Johnson established a trust, with themselves as trustees. After Edward's death, Catherine was to continue receiving the trust income, with the remainder to Edward’s son, James Johnson, upon Catherine's death. The trust terms stated that the trustee was not required to provide any accounting of the trust. James requested an accounting of the trust from Catherine, which she refused to provide. James (plaintiff) petitioned the circuit court to order Catherine (defendant) to provide an accounting. The circuit court ordered Catherine to provide an accounting of the trust to James, and Catherine appealed.

Rule of Law

Issue

Holding and Reasoning (Matricciani, J.)

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Wills, Trusts, and Estates

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