13 Summary of California Law (10th), Trusts

 

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<d1.o n="I. ">INTRODUCTION

<d2.o n="A. " sec="1] ">Nature and Classification of Trusts.

<d2.o n="B. ">Other Relationships Distinguished.

<d3.o n="1. " sec="2] ">In General.

<d3.o n="2. " sec="3] ">Debt, Security Device, or Impound Account.

<d3.o n="3. " sec="4] ">Equitable Charge.

<d3.o n="4. " sec="5] ">Interest Subject to Condition.

<d3.o n="5. " sec="6] ">Pension or Deferred Compensation Plan.

<d2.o n="C. " sec="7] ">Public and Statutory Trusts.

<d2.o n="D. ">Tentative Trust in Bank Deposit.

<d3.o n="1. " sec="8] ">Nature of Trust.

<d3.o n="2. " sec="9] ">Adoption of Doctrine in California.

<d3.o n="3. " sec="10] ">Elements of Trust.

<d3.o n="4. " sec="11] ">Distinction: Absolute Trust.

<d2.o n="E. " sec="12] ">Restatement.

<d2.o n="F. " sec="13] ">Uniform Acts.

<d2.o n="G. ">Conflict of Laws.

<d3.o n="1. " sec="14] ">Validity of Trust.

<d3.o n="2. " sec="15] ">Construction of Instrument.

<d3.o n="3. " sec="16] ">Administration of Trust.

<d2.o n="H. ">The Trust Law.

<d3.o n="1. " sec="17] ">Law Revision Commission Report.

<d3.o n="2. " sec="18] ">Enactment.

<d3.o n="3. " sec="19] ">Principal Changes.

<d3.o n="4. ">Scope and Application of Trust Law.

<d4.o n="(a) " sec="20] ">General Rule: Application to All Trusts.

<d4.o n="(b) " sec="21] ">Exceptions: Prospective Application.

<d4.o n="(c) " sec="22] ">Subjects Covered or Excluded.

<d4.o n="(d) " sec="23] ">Other Provisions Governing Trusts.

<d3.o n="5. " sec="24] ">Role of Common Law.

<d1.o n="II. ">CREATION OF EXPRESS TRUST

<d2.o n="A. ">In General.

<d3.o n="1. " sec="25] ">Methods of Creation.

<d3.o n="2. " sec="26] ">Essential Elements.

<d3.o n="3. " sec="27] ">Matters Not Essential.

<d2.o n="B. ">Statute of Frauds.

<d3.o n="1. " sec="28] ">Express Trust in Real Property.

<d3.o n="2. ">Oral Trust in Personal Property.

<d4.o n="(a) " sec="29] ">General Law and California Cases.

<d4.o n="(b) " sec="30] ">Trust Law.

<d2.o n="C. " sec="31] ">Trust Property.

<d2.o n="D. ">Trust Intent.

<d3.o n="1. " sec="32] ">In General.

<d3.o n="2. ">Precatory Words.

<d4.o n="(a) " sec="33] ">Words Ineffective To Create Trust.

<d4.o n="(b) " sec="34] ">Words Addressed to Executor.

<d4.o n="(c) " sec="35] ">Words Interpreted as Creating Trust.

<d2.o n="E. ">Trust Purpose.

<d3.o n="1. " sec="36] ">In General.

<d3.o n="2. " sec="37] ">Rule Against Accumulations.

<d3.o n="3. " sec="38] ">Definiteness of Purpose.

<d2.o n="F. ">Beneficiary of Private Trust.

<d3.o n="1. " sec="39] ">In General.

<d3.o n="2. " sec="40] ">Beneficiaries Must Be Ascertainable.

<d3.o n="3. " sec="41] ">Class or Trustee'&apos;s Selection.

<d3.o n="4. " sec="42] ">Disclaimer by Beneficiary.

<d3.o n="5. " sec="43] ">Honorary Trust.

<d1.o n="III. ">TRUSTEES

<d2.o n="A. ">In General.

<d3.o n="1. " sec="44] ">Capacity and Selection.

<d3.o n="2. " sec="45] ">Nonprofit Charitable Corporation as Trustee.

<d3.o n="3. " sec="46] ">Appointment by Court or Beneficiaries.

<d3.o n="4. " sec="47] ">Acceptance.

<d3.o n="5. " sec="48] ">Bond.

<d3.o n="6. " sec="49] ">Rejection.

<d3.o n="7. " sec="50] ">Resignation.

<d3.o n="8. ">Removal.

<d4.o n="(a) " sec="51] ">General Law and California Cases.

<d4.o n="(b) " sec="52] ">Trust Law.

<d3.o n="9. " sec="53] ">Vacancy in Office.

<d3.o n="10. . " sec="54] ">Cotrustees.

<d2.o n="B. ">Compensation and Indemnification.

<d3.o n="1. ">Compensation.

<d4.o n="(a) " sec="55] ">Where Instrument Does Not Specify.

<d4.o n="(b) " sec="56] ">Where Instrument Specifies.

<d4.o n="(c) " sec="57] ">Notice of Increase.

<d4.o n="(d) " sec="58] ">Dual Compensation as Trustee and Attorney.

<d3.o n="2. ">Indemnity.

<d4.o n="(a) " sec="59] ">In General.

<d4.o n="(b) " sec="60] ">Attorneys'&apos; Fees and Costs.

<d2.o n="C. ">Duties.

<d3.o n="1. ">In General.

<d4.o n="(a) " sec="61] ">Trust Law Revision.

<d4.o n="(b) " sec="62] ">Administration of Trust.

<d4.o n="(c) ">Loyalty.

<d5.o n="(1) " sec="63] ">General Law and California Cases.

<d5.o n="(2) " sec="64] ">Trust Law.

<d4.o n="(d) " sec="65] ">Deal Impartially With Beneficiaries.

<d4.o n="(e) " sec="66] ">Avoid Conflict of Interest.

<d4.o n="(f) " sec="67] ">Control and Preserve Property.

<d4.o n="(g) " sec="68] ">Make Property Productive.

<d4.o n="(h) " sec="69] ">Dispose of Improper Investments.

<d4.o n="(i) " sec="70] ">Keep Property Separate and Identified.

<d4.o n="(j) " sec="71] ">Enforce Claims and Defend Actions.

<d4.o n="(k) " sec="72] ">Use Special Skills.

<d4.o n="(l) " sec="73] ">Delegate Powers Appropriately.

<d4.o n="(m) " sec="74] ">File Change of Ownership Statement.

<d3.o n="2. ">Standard of Care.

<d4.o n="(a) " sec="75] ">In General.

<d4.o n="(b) ">Uniform Prudent Investor Act.

<d5.o n="(1) " sec="76] ">General Law and California Cases.

<d5.o n="(2) " sec="77] ">Restatement and Uniform Act.

<d5.o n="(3) " sec="78] ">Law Revision Commission Report.

<d5.o n="(4) " sec="79] ">Nature and Scope of Rule.

<d5.o n="(5) " sec="80] ">Standard of Care.

<d5.o n="(6) " sec="81] ">Duties of Trustee.

<d5.o n="(7) " sec="82] ">Delegation.

<d3.o n="3. ">Duty To Report and Account.

<d4.o n="(a) ">In General.

<d5.o n="(1) " sec="83] ">General Law and California Cases.

<d5.o n="(2) " sec="84] ">Law Revision Commission Report.

<d4.o n="(b) ">Duty To Report to Beneficiaries.

<d5.o n="(1) " sec="85] ">Scope of Requirement.

<d5.o n="(2) " sec="86] ">Notice of Changes Affecting Irrevocable Trust.

<d4.o n="(c) ">Duty To Account to Beneficiaries.

<d5.o n="(1) " sec="87] ">Scope of Requirement.

<d5.o n="(2) " sec="88] ">Contents of Account.

<d4.o n="(d) " sec="89] ">Exceptions to Duties To Report and Account.

<d2.o n="D. ">Powers.

<d3.o n="1. ">In General.

<d4.o n="(a) " sec="90] ">Law Revision Commission Report.

<d4.o n="(b) " sec="91] ">Nature and Scope of Powers.

<d4.o n="(c) " sec="92] ">Incidental Powers.

<d4.o n="(d) ">Deviation From Trust Restrictions.

<d5.o n="(1) " sec="93] ">In General.

<d5.o n="(2) " sec="94] ">When Deviation Will Be Denied.

<d3.o n="2. ">Discretionary Powers.

<d4.o n="(a) " sec="95] ">In General.

<d4.o n="(b) ">Where Absolute Power Is Conferred.

<d5.o n="(1) " sec="96] ">California Cases.

<d5.o n="(2) " sec="97] ">Trust Law.

<d4.o n="(c) " sec="98] ">Power To Invade Corpus.

<d4.o n="(d) " sec="99] ">Use of Power To Discharge Holder'&apos;s Obligations.

<d3.o n="3. ">Specific Powers.

<d4.o n="(a) ">Property.

<d5.o n="(1) " sec="100] ">Collecting and Holding Property.

<d5.o n="(2) " sec="101] ">Purchase, Sale, and Exchange.

<d5.o n="(3) " sec="102] ">Management, Maintenance, and Development.

<d5.o n="(4) " sec="103] ">Leases and Encumbrances.

<d4.o n="(b) " sec="104] ">Participating in Business.

<d4.o n="(c) " sec="105] ">Investments.

<d4.o n="(d) ">Deposits.

<d5.o n="(1) " sec="106] ">In General.

<d5.o n="(2) " sec="107] ">Deposit in Affiliated Institution.

<d4.o n="(e) " sec="108] ">Corporate Shares and Memberships.

<d4.o n="(f) " sec="109] ">Securities.

<d4.o n="(g) " sec="110] ">Borrowing Money.

<d4.o n="(h) " sec="111] ">Payment, Settlement, and Release of Claims.

<d4.o n="(i) " sec="112] ">Payment of Taxes and Expenses.

<d4.o n="(j) " sec="113] ">Loans and Distributions to Beneficiaries.

<d4.o n="(k) " sec="114] ">Hiring Agents.

<d4.o n="(l) " sec="115] ">Actions and Proceedings.

4. [§" sec="116] ">Notice of Proposed Action.

<d2.o n="E. ">Liability to Beneficiaries.

<d3.o n="1. ">Liability for Breach of Trust.

<d4.o n="(a) " sec="117] ">What Constitutes Breach of Trust.

<d4.o n="(b) " sec="118] ">Liability for Acts of Agent.

<d4.o n="(c) " sec="119] ">Liability for Acts of Cotrustee.

<d4.o n="(d) " sec="120] ">Liability for Acts of Predecessor.

<d3.o n="2. ">Remedies for Breach of Trust.

<d4.o n="(a) " sec="121] ">In General.

<d4.o n="(b) " sec="122] ">Compelling Performance of Duty.

<d4.o n="(c) " sec="123] ">Enjoining Threatened Breach.

<d4.o n="(d) " sec="124] ">Action for Damages.

<d4.o n="(e) " sec="125] ">Receiver or Temporary Trustee.

<d4.o n="(f) " sec="126] ">Removal of Trustee.

<d4.o n="(g) " sec="127] ">Setting Aside Action of Trustee.

<d4.o n="(h) " sec="128] ">Reduction or Denial of Compensation.

<d4.o n="(i) ">Recovering Trust Property or Proceeds.

<d5.o n="(1) " sec="129] ">In General.

<d5.o n="(2) " sec="130] ">Tracing Mixed Trust Funds.

<d5.o n="(3) " sec="131] ">Tracing Mixed Trust and Personal Funds.

<d3.o n="3. ">Measure of Liability for Breach of Trust.

<d4.o n="(a) " sec="132] ">General Law and California Cases.

<d4.o n="(b) " sec="133] ">Law Revision Commission Report.

<d4.o n="(c) " sec="134] ">Damages.

<d4.o n="(d) " sec="135] ">Interest.

<d4.o n="(e) " sec="136] ">Other Remedies.

<d3.o n="4. ">Limitations and Exculpation.

<d4.o n="(a) " sec="137] ">Limitations and Laches.

<d4.o n="(b) " sec="138] ">Exculpation of Trustee.

<d4.o n="(c) " sec="139] ">Nonliability Where Directions Are Followed.

<d4.o n="(d) " sec="140] ">Consent of Beneficiary.

<d4.o n="(e) ">Discharge of Liability.

<d5.o n="(1) " sec="141] ">By Release or Contract.

<d5.o n="(2) " sec="142] ">By Subsequent Affirmance.

<d1.o n="IV. ">BENEFICIARIES

<d2.o n="A. ">In General.

<d3.o n="1. " sec="143] ">Beneficiary'&apos;s Equitable Estate.

<d3.o n="2. " sec="144] ">Interest Vests on Termination of Trust.

<d3.o n="3. ">Beneficiary of Revocable Trust.

<d4.o n="(a) " sec="145] ">Limits on Rights.

<d4.o n="(b) " sec="146] ">Consent by Beneficiary.

<d4.o n="(c) " sec="147] ">Notice to Beneficiary.

<d4.o n="(d) " sec="148] ">Holder of Power of Appointment.

<d3.o n="4. ">Rights Against Third Persons.

<d4.o n="(a) " sec="149] ">In General.

<d4.o n="(b) " sec="150] ">Where Third Person Participates in Breach of Trust.

<d2.o n="B. ">Spendthrift and Other Protective Trusts.

<d3.o n="1. ">General Law and California Cases.

<d4.o n="(a) " sec="151] ">Nature and Validity of Spendthrift Trusts.

<d4.o n="(b) " sec="152] ">Support and Discretionary Trusts.

<d4.o n="(c) " sec="153] ">No Spendthrift Trust for Settlor.

<d4.o n="(d) " sec="154] ">Rights of Favored Creditors.

<d4.o n="(e) " sec="155] ">Right of General Creditors.

<d3.o n="2. " sec="156] ">Law Revision Commission Report.

<d3.o n="3. " sec="157] ">Restraints on Transfer.

<d3.o n="4. " sec="158] ">Trust for Support.

<d3.o n="5. " sec="159] ">Discretionary Trust.

<d3.o n="6. " sec="160] ">Where Settlor Is a Beneficiary.

<d3.o n="7. ">Rights of Favored Creditors.

<d4.o n="(a) " sec="161] ">Claims for Child or Spousal Support.

<d4.o n="(b) " sec="162] ">Liability for Public Support.

<d4.o n="(c) " sec="163] ">Restitution Judgment Against Convicted Felon.

<d3.o n="8. ">Rights of General Creditors.

<d4.o n="(a) " sec="164] ">In General.

<d4.o n="(b) " sec="165] ">Reaching Surplus Income.

<d1.o n="V. ">REVISED PRINCIPAL AND INCOME ACT

<d2.o n="A. ">In General.

<d3.o n="1. " sec="166] ">Early Development.

<d3.o n="2. " sec="167] ">Adoption of Revised Act.

<d3.o n="3. " sec="168] ">Major Changes From Prior Law.

<d3.o n="4. " sec="169] ">Definitions.

<d3.o n="5. " sec="170] ">Fiduciary Duties.

<d3.o n="6. " sec="171] ">Notice of Proposed Action.

<d3.o n="7. " sec="[§171A] " >(New) Unitrust Conversion.

<d2.o n="B. ">Adjustments Between Principal and Income.

<d3.o n="1. " sec="172] ">Trustee'&apos;s Power To Make Adjustments.

<d3.o n="2. " sec="173] ">Law Revision Commission Comments.

<d2.o n="C. ">Distributions With Respect to Decedent'&apos;s Estate or Terminating Income Interest.

<d3.o n="1. " sec="174] ">Specific and Pecuniary Devises and Gifts.

<d3.o n="2. " sec="175] ">Remainder and Residuary Devises and Gifts.

<d2.o n="D. ">Apportionment at Beginning and End of Income Interest.

<d3.o n="1. " sec="176] ">In General.

<d3.o n="2. " sec="177] ">Distributon of Undistributed Income.

<d2.o n="E. ">Allocation of Receipts From Entities During Trust Administration.

<d3.o n="1. " sec="178] ">In General.

<d3.o n="2. " sec="179] ">Separate Accounting for Business or Activity.

<d2.o n="F. ">Allocation of Receipts Not Normally Apportioned During Trust Administration.

<d3.o n="1. " sec="180] ">In General.

<d3.o n="2. " sec="181] ">Obligation To Pay Money.

<d2.o n="G. ">Allocation of Receipts Normally Apportioned During Trust Administration.

<d3.o n="1. " sec="182] ">Deferred Compensation and Similar Payments.

<d3.o n="2. " sec="183] ">Liquidating Assets.

<d3.o n="3. " sec="184] ">Natural Resources and Timber.

<d3.o n="4. " sec="185] ">Non-Income-Producing Assets.

<d3.o n="5. " sec="186] ">Derivatives and Options.

<d3.o n="6. " sec="187] ">Asset-Backed Securities.

<d3.o n="7. " sec="188] ">Insubstantial Allocation Is Not Required.

<d2.o n="H. ">Allocation of Disbursements During Trust Administration.

<d3.o n="1. " sec="189] ">Disbursements From Income.

<d3.o n="2. " sec="190] ">Disbursements From Principal.

<d3.o n="3. " sec="191] ">Transfers From Income.

<d3.o n="4. " sec="192] ">Taxes and Related Adjustments.

<d1.o n="VI. ">DURATION, MODIFICATION, AND TERMINATION

<d2.o n="A. " sec="193] ">Duration of Trusts.

<d2.o n="B. ">Revocation and Modification of Revocable Trust.

<d3.o n="1. " sec="194] ">Law Revision Commission Report.

<d3.o n="2. " sec="195] ">Presumption of Revocability.

<d3.o n="3. " sec="196] ">Methods of Revocation.

<d3.o n="4. " sec="197] ">Power To Modify.

<d3.o n="5. " sec="198] ">Trust of Community Property.

<d2.o n="C. ">Revocation and Modification of Irrevocable Trust.

<d3.o n="1. ">Modification or Termination by Beneficiaries.

<d4.o n="(a) ">General Law and California Cases.

<d5.o n="(1) " sec="199] ">Modern Rule.

<d5.o n="(2) " sec="200] ">Beneficiary'&apos;s Waiver as Means of Termination.

<d5.o n="(3) " sec="201] ">Settlor'&apos;s Purpose To Continue Trust.

<d5.o n="(4) " sec="202] ">Application by Fewer Than All Beneficiaries.

<d4.o n="(b) ">Trust Law.

<d5.o n="(1) " sec="203] ">Beneficiaries.

<d5.o n="(2) " sec="204] ">Beneficiaries and Settlor.

<d3.o n="2. ">Obtaining Consent of Beneficiaries.

<d4.o n="(a) " sec="205] ">In General.

<d4.o n="(b) " sec="206] ">Law Revision Commission Report.

<d4.o n="(c) " sec="207] ">Guardian Ad Litem.

<d4.o n="(d) " sec="208] ">No Conclusive Presumption of Fertility.

<d3.o n="3. ">Modification or Termination by Court.

<d4.o n="(a) " sec="209] ">Uneconomically Low Principal.

<d4.o n="(b) " sec="210] ">Changed Circumstances.

<d4.o n="(c) " sec="211] ">Ambiguous Language.

<d3.o n="4. " sec="212] ">Termination of Small Trust by Trustee.

<d3.o n="5. " sec="213] ">Termination by Operation of Law.

<d3.o n="6. " sec="214] ">Trustee'&apos;s Powers on Termination.

<d3.o n="7. " sec="215] ">Disposition of Property on Termination.

<d3.o n="8. " sec="216] ">Combination and Division of Trusts.

<d1.o n="VII. ">JUDICIAL PROCEEDINGS CONCERNING TRUSTS

<d2.o n="A. ">Jurisdiction and Venue.

<d3.o n="1. " sec="217] ">Approach of Trust Law.

<d3.o n="2. " sec="218] ">Bases of Jurisdiction.

<d3.o n="3. ">Subject Matter Jurisdiction.

<d4.o n="(a) " sec="219] ">Law Revision Commission Report.

<d4.o n="(b) " sec="220] ">Exclusive and General Jurisdiction.

<d4.o n="(c) " sec="221] ">Concurrent Jurisdiction.

<d4.o n="(d) " sec="222] ">Illustrative Cases.

<d3.o n="4. " sec="223] ">Principal Place of Administration.

<d3.o n="5. " sec="224] ">Jurisdiction Over Parties.

<d3.o n="6. " sec="225] ">Venue.

<d2.o n="B. ">Proceedings.

<d3.o n="1. " sec="226] ">In General.

<d3.o n="2. ">Petition.

<d4.o n="(a) " sec="227] ">Law Revision Commission Report.

<d4.o n="(b) " sec="228] ">Nature and Scope.

<d4.o n="(c) " sec="229] ">Grounds.

<d4.o n="(d) " sec="230] ">Property Claims.

<d3.o n="3. " sec="231] ">Notice.

<d3.o n="4. " sec="232] ">Orders and Appeal.

<d3.o n="5. " sec="233] ">Appointment of Trustee Ad Litem.

<d3.o n="6. " sec="234] ">Costs and Expenses in Contest of Account.

<d2.o n="C. ">Testamentary Trusts Subject to Continuing Jurisdiction.

<d3.o n="1. " sec="235] ">Former Statutes and Cases.

<d3.o n="2. " sec="236] ">Law Revision Commission Report.

<d3.o n="3. " sec="237] ">Nature and Scope of Continuing Jurisdiction.

<d3.o n="4. " sec="238] ">Removal of Trust From Continuing Jurisdiction.

<d2.o n="D. ">Transfer of Trust to or From Another Jurisdiction.

<d3.o n="1. ">Transfer to Another Jurisdiction.

<d4.o n="(a) " sec="239] ">In General.

<d4.o n="(b) " sec="240] ">Transfer and Discharge of Trustee.

<d3.o n="2. ">Transfer From Another Jurisdiction.

<d4.o n="(a) " sec="241] ">In General.

<d4.o n="(b) " sec="242] ">Transfer and Administration of Trust.

<d1.o n="VIII. ">RIGHTS OF THIRD PERSONS

<d2.o n="A. ">Liability of Trust and Trustee.

<d3.o n="1. " sec="243] ">Restatement and Prior California Law.

<d3.o n="2. " sec="244] ">Contracts.

<d3.o n="3. " sec="245] ">Ownership or Control of Property.

<d3.o n="4. " sec="246] ">Torts.

<d3.o n="5. " sec="247] ">Dissenting Trustee.

<d3.o n="6. " sec="248] ">Claims Against Trust.

<d3.o n="7. " sec="249] ">Liability as Between Trustee and Estate.

<d3.o n="8. " sec="250] ">Liability to Omitted Spouse or Child.

<d2.o n="B. ">Protection of Third Persons.

<d3.o n="1. ">Restatement and General Law.

<d4.o n="(a) " sec="251] ">Title.

<d4.o n="(b) " sec="252] ">Value.

<d4.o n="(c) " sec="253] ">Notice.

<d3.o n="2. ">Trust Law.

<d4.o n="(a) " sec="254] ">Law Revision Commission Report.

<d4.o n="(b) " sec="255] ">Third Person Acting in Good Faith.

<d4.o n="(c) " sec="256] ">Trustee'&apos;s Certification of Trust.

<d4.o n="(d) " sec="257] ">Transfer of Real Property.

<d2.o n="C. ">Rights of Settlor'&apos;s Creditors Where Trust Is Revocable.

<d3.o n="1. " sec="258] ">Law Revision Commission Report.

<d3.o n="2. " sec="259] ">Rights During Settlor'&apos;s Lifetime.

<d3.o n="3. ">Rights After Settlor'&apos;s Death.

<d4.o n="(a) " sec="260] ">In General.

<d4.o n="(b) ">Notice to Creditors.

<d5.o n="(1) " sec="261] ">In General.

<d5.o n="(2) " sec="262] ">Publication of Notice.

<d5.o n="(3) " sec="263] ">Service of Notice.

<d5.o n="(4) " sec="264] ">Immunity for Good Faith Acts or Omissions.

<d4.o n="(c) ">Claims That Must Be Filed.

<d5.o n="(1) " sec="265] ">In General.

<d5.o n="(2) " sec="266] ">Claims by Public Entities.

<d5.o n="(3) " sec="267] ">Claims Established by Judgment.

<d4.o n="(d) ">Time for Filing Claims.

<d5.o n="(1) " sec="268] ">In General.

<d5.o n="(2) " sec="269] ">Amended and Revised Claims.

<d5.o n="(3) " sec="270] ">Petition To File Late Claim.

<d4.o n="(e) ">Procedure for Filing Claims.

<d5.o n="(1) " sec="271] ">In General.

<d5.o n="(2) " sec="272] ">Documentary Support.

<d5.o n="(3) " sec="273] ">Waiver of Formal Defects.

<d4.o n="(f) ">Response by Trustee.

<d5.o n="(1) " sec="274] ">Allowance or Rejection.

<d5.o n="(2) " sec="275] ">Payment or Compromise.

<d4.o n="(g) ">Action on Rejected Claim.

<d5.o n="(1) " sec="276] ">Statute of Limitations.

<d5.o n="(2) " sec="277] ">Procedure.

<d4.o n="(h) ">Approval, Compromise, Settlement, or Allocation by Court.

<d5.o n="(1) " sec="278] ">In General.

<d5.o n="(2) " sec="279] ">Petition.

<d5.o n="(3) " sec="280] ">Notice of Hearing.

<d5.o n="(4) " sec="281] ">Failure To File Pleading.

<d5.o n="(5) " sec="282] ">Disposition by Court.

<d4.o n="(i) ">Allocation of Debts Between Trust and Surviving Spouse.

<d5.o n="(1) " sec="283] ">Petition and Order To Show Cause.

<d5.o n="(2) " sec="284] ">Notice of Hearing.

<d5.o n="(3) " sec="285] ">Allocation of Debts.

<d4.o n="(j) " sec="286] ">Liability of Surviving Spouse.

<d4.o n="(k) ">Personal Liability of Distributee.

<d5.o n="(1) " sec="287] ">In General.

<d5.o n="(2) " sec="288] ">Limitations.

<d1.o n="IX. ">CHARITABLE TRUSTS

<d2.o n="A. ">In General.

<d3.o n="1. " sec="289] ">Nature of Charitable Trust.

<d3.o n="2. " sec="290] ">Law Revision Commission Report.

<d2.o n="B. ">Indefinite Beneficiaries.

<d3.o n="1. " sec="291] ">In General.

<d3.o n="2. " sec="292] ">Single Beneficiary.

<d3.o n="3. " sec="293] ">Gift Directly to Charitable Institution.

<d3.o n="4. " sec="294] ">Charitable Gift to Noncharitable Institution.

<d2.o n="C. ">Charitable Purposes.

<d3.o n="1. " sec="295] ">Health and Relief of Poverty.

<d3.o n="2. " sec="296] ">Religion.

<d3.o n="3. " sec="297] ">Educational and Cultural Objects.

<d3.o n="4. " sec="298] ">Social and Political Objects.

<d3.o n="5. " sec="299] ">Miscellaneous Objects.

<d3.o n="6. " sec="300] ">Coupling of Noncharitable Object.

<d3.o n="7. " sec="301] ">No Purpose Stated.

<d2.o n="D. ">Cy Pres Rule.

<d3.o n="1. " sec="302] ">Nature of Doctrine.

<d3.o n="2. " sec="303] ">Illustrations.

<d3.o n="3. " sec="304] ">Rule Inapplicable.

<d2.o n="E. ">Enforcement and Supervision.

<d3.o n="1. " sec="305] ">In General.

<d3.o n="2. ">Supervision of Trustees and Fundraisers for Charitable Purposes Act.

<d4.o n="(a) " sec="306] ">Nature, Purpose, and Scope of Act.

<d4.o n="(b) " sec="307] ">Register, Instruments, and Reports.

<d4.o n="(c) " sec="308] ">Securing Compliance.

<d4.o n="(d) " sec="309] ">Scope of Attorney General'&apos;s Supervision.

<d3.o n="3. " sec="310] ">Compliance With Internal Revenue Code.

<d1.o n="X. ">RESULTING TRUSTS

<d2.o n="A. " sec="311] ">Nature and Distinctions.

<d2.o n="B. ">Failure of Express Trust.

<d3.o n="1. " sec="312] ">In General.

<d3.o n="2. " sec="313] ">Gift by Implication.

<d2.o n="C. ">Payment of Consideration for Transfer.

<d3.o n="1. " sec="314] ">In General.

<d3.o n="2. " sec="315] ">Payment Directly by Claimant.

<d3.o n="3. " sec="316] ">Payment by Grantee on Behalf of Claimant.

<d3.o n="4. " sec="317] ">Payment After Conveyance.

<d3.o n="5. " sec="318] ">Presumption of Gift or Advancement.

<d1.o n="XI. ">CONSTRUCTIVE TRUSTS

<d2.o n="A. " sec="319] ">Nature of Constructive Trust.

<d2.o n="B. " sec="320] ">Fraud or Mistake.

<d2.o n="C. " sec="321] ">Crime.

<d2.o n="D. ">Breach of Fiduciary Duty.

<d3.o n="1. " sec="322] ">In General.

<d3.o n="2. " sec="323] ">Where No Benefit Is Obtained.

<d2.o n="E. ">Violation of Unenforceable Contract.

<d3.o n="1. ">Promise To Buy Property for Plaintiff.

<d4.o n="(a) " sec="324] ">In General.

<d4.o n="(b) " sec="325] ">Illustrations.

<d3.o n="2. " sec="326] ">Promise To Reconvey to Transferor.

<d3.o n="3. " sec="327] ">Gift at Death on Unenforceable Trust.

<d3.o n="4. " sec="328] ">Conveyance During Life on Unenforceable Trust.

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