Shorr v. Harris
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The Supreme Court affirmed the judgment of the superior court granting summary judgment in favor of Defendant, as trustee of the Trust of Anna H. Blankstein, and dismissing Plaintiff's complaint for an accounting pursuant to R.I. Gen. Laws 18-13-15(b), holding that Plaintiff was not entitled to relief.
Plaintiff, the beneficiary of the Trust of Anna H. Blankstein, brought this action requesting an accounting pursuant to the Rhode Island Uniform Custodial Trust Act (RIUCTA). Defendant moved for summary judgment, arguing that, by its terms, the trust was not a custodial trust, and therefore, Plaintiff was not entitled to an accounting of the trust. The trial justice granted summary judgment in favor of Defendant. The Supreme Court affirmed, holding (1) Blankstein did not create a custodial trust because the trust did not meet the requirements set forth in RIUCTA; and (2) Plaintiff did not have standing as the administrator of the estate to request an accounting.
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