Crossman v. Erickson

570 A.2d 651, 1990 R.I. LEXIS 36, 1990 WL 17026
CourtSupreme Court of Rhode Island
DecidedFebruary 23, 1990
Docket88-94-A
StatusPublished
Cited by8 cases

This text of 570 A.2d 651 (Crossman v. Erickson) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Crossman v. Erickson, 570 A.2d 651, 1990 R.I. LEXIS 36, 1990 WL 17026 (R.I. 1990).

Opinion

OPINION

WEISBERGER, Justice.

This case comes before us on the defendant’s appeal from a judgment of the Superior Court declaring void two deeds purporting to convey real property owned by Clara Syms to the defendant Geraldine Erickson. We reverse. The facts insofar as pertinent to this appeal are as follows.

In September 1980, Clara Syms (now deceased) voluntarily petitioned the North Smithfield Probate Court (Probate Court) to appoint George Harvey as conservator of her estate pursuant to G.L.1956 (1969 Reenactment) § 33-15-44. The reason for Syms’ petition was her advanced age, approximately 100 years old, and her diminished physical capacity. The Probate Court granted Syms’ petition in September 1980, appointing Harvey as conservator of her estate.

At the time the petition for conservator-ship was granted, Clara Syms was the record owner of a multi-unit residential building located in the town of North Smithfield. Syms resided in one of the units. Although the Probate Court had found that Syms was fully rational and mentally competent, she was physically unable to care for herself. Consequently Syms required twenty-four-hour care, the cost of which quickly drained the assets in her estate.

In October 1980, Syms’ conservator petitioned the Probate Court for permission to sell Syms’ property and to apply the proceeds to her continued personal care. Clara Syms wished to live out the remainder of her years in her own residential unit as she had previously had bad experiences as a resident in a nursing home. In order to accommodate Syms’ desire to remain living on her property in North Smithfield, the sale of the property was to be subject *653 to a life estate in Syms for her personal unit.

The Probate Court approved the petition for public sale, provided that the property not be sold for less than its appraised value of $40,000, and that pursuant to G.L.1956 (1969 Reenactment) § 33-19-8, Harvey give a bond for that amount in the event a purchaser was found. Although proper advertisement of the offer to sell was made, no buyer was secured to purchase Syms’ property. Apparently, prospective purchasers were discouraged from making an offer because under the terms of the public sale, Syms was to remain living in her unit for the remainder of her life, but the purchase price was not abated to reflect the diminution in value caused by her lifetime residence. Because the public offer to sell the property did not produce a buyer, no bond was ever posted by the conservator.

The defendant had for some time been renting one of the units in Syms’ multi-unit residence. The defendant had also been providing personal care for Clara Syms since 1979 and had been paid for her services up until sometime in 1980. Although Syms was no longer able to pay Erickson for her services, defendant continued to care for her.

In early 1981 Erickson expressed an interest in purchasing Syms’ property in North Smithfield. The defendant was willing to allow Syms to continue to occupy her unit for the remainder of her life. Indeed, an agreement was reached by the parties whereby Erickson would purchase Syms’ property and continue personally to care for Syms for the balance of their mutual lives.

The purchase-and-sale agreement executed by the parties provided that Syms and the conservator would both deed the property to defendant and appoint her as representative payee of Syms’ Social Security benefits. As consideration therefor, defendant was to pay the estate $40,000. Payment of the $40,000 was to be accomplished by defendant’s giving two notes, one for $15,000 and one for $25,000. Erickson was owed approximately $15,000 for past care and services rendered to Clara Syms prior to January 1981. Therefore, the $15,000 note was to be canceled immediately upon the execution of a release by defendant of her claim for past services rendered to Syms. The $25,000 note was also to be canceled immediately upon the execution of a care and support agreement whereby defendant agreed to care for Syms in her home for the remainder of their mutual lives. Evidently the agreement stipulated that the entire transaction was subject to the approval of the Probate Court.

Clara Syms executed a warranty deed on April 28, 1981, naming Erickson grantee of her property. On May 4, 1981, Harvey made application to the Probate Court for authorization to convey Syms’ property to Erickson under the terms of the agreement. The petition was for a private sale and was not advertised, and no notice of the impending transaction was given to any party, including plaintiffs.

The petition was approved by the Probate Court on May 8, 1981, although Harvey had already executed and delivered a conservator’s deed for Syms’ property to Erickson two days prior. No bond was posted by the conservator. Both the conservator’s deed and Syms’ warranty deed were recorded in the land evidence records for North Smithfield on June 1, 1981.

As per the terms of the lifetime care and support agreement, Erickson continued to care for Clara Syms until November 5, 1981, when Syms died.

The plaintiffs Frederick I. Crossman and Whipple D. Crossman as heirs-at-law and next-of-kin to Clara Syms, were appointed coadministrators of her estate. As such, they brought this civil action in the Superi- or Court on behalf of the estate, seeking to void the entire transaction whereby the real property of Clara Syms had been conveyed to Erickson in consideration for the past personal care and future lifetime care of the decedent.

Prior to the commencement of trial, defendant filed a motion to amend her pleadings to include a defense that §§ 33-15-13 and 33-15-44 are unconstitutional. The trial justice denied this motion, citing G.L. *654 1956 (1985 Reenactment) § 9-30-11, of the Uniform Declaratory Judgments Act.

After a trial on the merits the trial justice found in favor of the estate and voided both the conservator’s deed and Syms’ warranty deed but entered judgment in favor of Erickson for the fair and equitable value of her services from January 1981 to November 1981. From judgment entered thereon, defendant appeals.

In her brief defendant alleges, inter alia, that the trial justice abused his discretion in denying defendant’s motion to amend to include as a defense a constitutional challenge to the statutes controlling this case, §§ 33-15-13 and 33-15-44. Although it is a well-settled principle of Rhode Island law that motions to amend pleadings should be liberally permitted by a trial justice, see Rule 15 of the Superior Court Rules of Civil Procedure, and City of Warwick v. Boeng Corp., 472 A.2d 1214, 1218 (R.I.1984), a party asserting a challenge to the constitutionality of a statute must nevertheless abide by the rules of procedure. Section 9-30-11 applies to all proceedings involving challenges to the constitutionality of our statutes and reads in pertinent part:

“When declaratory relief is sought, all persons shall be made parties who have or claim any interest which would be affected by the declaration * * *. [I]f [a] statute * * * is alleged to be unconstitutional, the attorney-general of the state shall also be served with a copy of the proceeding and be entitled to be heard.”

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Cite This Page — Counsel Stack

Bluebook (online)
570 A.2d 651, 1990 R.I. LEXIS 36, 1990 WL 17026, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crossman-v-erickson-ri-1990.