Lapan v. Lapan

217 A.2d 242, 100 R.I. 498, 1966 R.I. LEXIS 467
CourtSupreme Court of Rhode Island
DecidedMarch 4, 1966
DocketEq. No. 3233
StatusPublished
Cited by5 cases

This text of 217 A.2d 242 (Lapan v. Lapan) 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
Lapan v. Lapan, 217 A.2d 242, 100 R.I. 498, 1966 R.I. LEXIS 467 (R.I. 1966).

Opinion

*499 Joslin, J.

In this bill in equity brought by Jane R. La-pan, a minor, by and through her mother and legal guardian Ruth M. Bourne, against the executor under the will and of the estate of Lena Lucy Lapian and the residuary legatees named therein, the complainant seeks specific performance of an agreement which .the testatrix is alleged to have made for her benefit and to have the estate impressed with a trust in her favor. After hearing in the superior court on bill, answer and proof, a decree was entered granting the relief prayed for -and the cause is now here on the respondent executor’s appeal from that decree.

This cause concerns certain surviving members of the family of James A. Lapan who died intestate on September 27, 1955. They include his child Jane R. Lapan, complainant herein; his widow .and Jane’s mother, who1 following her husband’s death remarried and is now known as Ruth M. Bourne; his parents, Arthur and "Lena L. Lapan; and his brother and sisters, Richard L. Lapan, Bernice Ann Conley and Doris Hammons. The respondents named in the bill of complaint are Richard, Bernice and Doris who are residuary legatees under the will of Lena who' died on July 23, 1962. Richard is a respondent both in his individual capacity and as executor under his mother’s will, and is the only respondent who appealed from the decree of the superior court.

*500 Upon the death of her husband ¡Ruth claimed for herself and for her daughter the proceeds of two insurance policies on his life on which Lena was designated the beneficiary. She also claimed an interest in certain real estate located in the town of Warren, record title to which was then in Arthur’s name and had theretofore been in his name and James’ as joint tenants.

In due course, and -after extensive negotiations participated in by the parties and their respective counsel led to a compromise of the claims, the agreements reached were set out by Arthur and Lena as settlement proposals in a letter signed by them dated January 12, 1956 and addressed to Ruth and Jane. Appended to the letter were copies of reciprocal wills of Arthur and Lena as well as of a deed conveying the Warren property to them. It was contemplated that these instruments would be executed coincident with Ruth’s acceptance of the proposals.

Thereafter on January 19, 1956 the parties and counsel met to -conclude the settlement. Ruth accepted the compromises individually -and for her daughter. Then, and in effectuation of the settlement proposals, Arthur and Lena executed the reciprocal wills, deposited one half of the insurance proceeds to the account of Ruth -as trustee for Jane, and Arthur conveyed the Warren property to Lena and himself as joint tenants. The dispositive plan of the- wills in substance was that upon the death of the surviving spouse the Warren real -estate, if it had not previously been sold, would go to Ruth -and Jane -as joint tenants, and that the residuary estate would go- to Bernice, Richard, Doris, and Jane in equal shares. After execution, the wills were entrusted to Ruth’s attorney for safekeeping, and according to the testimony, “to prevent -their [Lena and Arthur] changing the Wills.”

Arthur predeceased Lena and following her death on July 23, 1962, her will, dated December 12, 1958, was filed for *501 probate. When Ruth learned that the December 12 will revoked the earlier will of January 19, 1956 and the residuary gift therein made to Jane, she commenced these proceedings in which she seeks specific performance of the agreement of January 19, 1956 to the end that Jane may take a one-quarter share in Lena’s residuary estate. The litigation does not concern the Warren real estate which prior to Lena’s death had been disposed of conformably to the agreement.

The first question is whether there was consideration for the settlement agreement. The complainant finds it in her forbearance to sue on her claims to the insurance proceeds and to an interest in the real estate. Under our cases, a ■claim forborne, if premised on an honest belief in its justness, constitutes consideration sufficient to support a promise even though, if prosecuted, it might have been defeated. DiIorio v. DiBrasio, 21 R. I. 208; New England Auto Investment Co. v. Andrews, 47 R. I. 299. The respondent, however, disputes the honesty of Ruth’s belief. He contends that her claims were so obviously lacking in validity and so frivolous and vexatious as not to be of sufficient dignity to qualify as consideration. The record does not support his contentions for it discloses that the policies were in Ruth’s possession, that James had intended to designate his wife and daughter as beneficiaries in the place of his mother, and that he died before he completed “making out the change in the beneficiary on them.”

Although if Ruth had claimed the policy proceeds from the insurer she would have been burdened with establishing much more than an unaccomplished or unrealized intention to designate a different beneficiary, Krajewski v. Prudential Insurance Co., 54 R. I. 267, State Mutual Life Assurance Co. v. Bessett, 41 R. I. 54, it does not necessarily follow that the claim she made against Lena was either absurd in fact or obviously unfounded in law. If not forborne, her *502 suit would have been in equity to compel the exercise of a reserved power to change the beneficiary, rather than at law to recover on a promise to pay, a distinction we recognized in Krajewski at page 268, and its gravamen would have been the assertion of a contract with the insured. Lovinger v. Garvan, 270 F. 298.

Notwithstanding that there would have been obstacles to recovery, both on the proof and on the law, Ruth had in the opinion of Lena’s counsel “a very serious claim,” and we are not prepared to say that she did not honestly assert it. In these circumstances, Ruth’s forbearance to pursue her claim to' the insurance proceeds, notwithstanding that a prosecution thereof might not have met with success, was sufficient consideration to support Lena’s undertakings in the agreement. 1 Williston, Contracts (3d ed.) §135B, p. 573. Because the claim thus forborne supports Lena’s promises, we need not inquire whether there was any foundation to her assertion of an interest in the real estate.

We next inquire whether Lena was contractually free to exclude Jane as a beneficiary under 'the residuary clause of her will. An examination of the language of the January 12 letter, a letter in which Lena and Arthur state as their purpose the insuring of their own security as well as of Jane’s future, does not point unerringly to a single answer to the question. The letter provides:

“* * * There are 3 documents (1) deed which makes us two' joint tenants in the property (2) will of Arthur and (3) will of Lena. Their terms, are clear and unambiguous. This letter also is to be regarded as an integral part of our committments [sic] therein undertaken.” (italics ours)

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Cite This Page — Counsel Stack

Bluebook (online)
217 A.2d 242, 100 R.I. 498, 1966 R.I. LEXIS 467, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lapan-v-lapan-ri-1966.