Lukaszewski v. Walmsley

113 A.2d 727, 83 R.I. 113, 1955 R.I. LEXIS 24
CourtSupreme Court of Rhode Island
DecidedApril 29, 1955
DocketEq. No. 2306
StatusPublished
Cited by1 cases

This text of 113 A.2d 727 (Lukaszewski v. Walmsley) 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
Lukaszewski v. Walmsley, 113 A.2d 727, 83 R.I. 113, 1955 R.I. LEXIS 24 (R.I. 1955).

Opinion

*114 O’Connell, J.

This is a bill in equity to set aside a deed of real estate and to obtain the proceeds of an insurance policy on the life of the grantor. It was heard in the superior court on amended bill, answer and proof, and thereafter a decree was entered granting certain of the relief sought and otherwise denying and dismissing the bill of complaint. The cause is here on complainants’ appeal from such decree.

The complainants are a daughter and two sons of Catherine M. Borecki, the grantor in said deed and now deceased. The respondents are another daughter, her husband, and the Metropolitan Life Insurance Company. The deed was executed in Poland on August 10, 1951 by said Catherine M. *115 -Borecki and conveyed certain real estate located on Gooding street in the city of Pawtucket to her daughter, respondent Anna C. Walmsley.

The complainants allege that such conveyance was made without consideration, was obtained by means of undue influence exercised by Anna upon her mother, and that said respondent obtained such conveyance with the under-' standing that she would hold the real estate for the benefit of herself and the complainants herein. It further sought from the respondent insurance company the proceeds of a certain policy on the life of -said Catherine M. Borecki. The bill alleges that the premiums on said policy had been paid over a period of approximately fourteen years by complainant Sophia M. Lukaszewski. It also alleges that while the mother resided in Poland she wrote to complainants many times telling them that the property should be considered as theirs, and that in reliance upon such representations they spent large sums of money for its improvement. The bill contains three principal prayers: first, that the conveyance of the mother to respondent Anna C. Walmsley be set aside; second, that although legal title to the real estate had been taken in her name she should be declared to hold the title thereto under a trust in favor of herself and complainants; and third, that an accounting be had to prevent unjust enrichment.

In support of the above allegations complainant Sophia M. Lukaszewski testified as to several statements by her mother to the effect that if anything happened to her the property would go to the children; that they should keep the house in repair; and that in so doing they were working for themselves and not for her. She further testified that she had spent about $1,000 in keeping the premises in repair and had paid about $216 in premiums on the policy involved herein.

Her brother John L. Maziarz, another complainant, testified that he was in a Civilian Conservation Corps camp when his mother left for Poland in 1938; that she always told *116 him to work on the property and keep in it good shape; and that he made certain repairs and improvements on the premises at various times and spent about one thousand hours doing such work.

The respondent Anna C. Walmsley testified that she was the oldest child and could read and write Polish as well as .speak it, which the other children could not do; that her mother confided in her and often discussed the property with her; that in 1949 or 1950, at her mother’s request, she sent to the latter a deed of the Gooding street property which had been prepared by a Pawtucket attorney; and that this deed was executed before an official in Poland and returned to her by her mother.

Anna further testified that her mother and stepfather were held for some time in a concentration camp in Poland, but that she kept in constant touch with her mother by letter and supplied many of their needs; that she sent silver, food, clothing, shoes, medicines, linen, blankets, and many other articles needed or requested by her mother; and that she had expended about $5,000 for her benefit. In support of the latter claim she presented several bank books showing withdrawals at various times amounting in the aggregate to $2,504.05, which she claimed had been spent for her mother’s benefit together with other sums not represented by such withdrawals. She denied that she had ever tried to exert any influence, and asserted in effect that the mother’s attitude toward her sister and brothers was due largely to the fact that they did little to help her or her husband while they were in dire need in Poland. She testified that she had agreed with her mother to take care of her and her husband as long as they lived; that she was still taking care of the stepfather ; that she had paid the mother’s funeral expenses; and that she had erected a monument in her memory.

Both complainant Sophia M. Lukaszewski and respondent Anna C. Walmsley presented certain letters from their mother in support of their respective claims. The letters were sent from Poland, were written in the Polish language, *117 and were for the most part undated. In our opinion these letters, translations of which were presented in evidence, showed the feelings of the mother toward her children and were explanatory of her execution and delivery of the deed to the respondent Anna C. Walmsley.

In one of these letters to complainant Sophia she wrote: “For all the years you did not pay rent, you do not buy me anything decent. * * * I am letting you know that I received a letter from strangers telling me that you are pestering her [Anna] and that she is crying.” (italics ours) In another letter to Sophia the mother wrote: “Sophie, I wish to notify you that I gave the house and garage to Anna, as her possession, or property. You, if you wish, can sit quiet and pay rent to Anna. * * * I don’t think I done you any harm. You were living in the house over 12 years, and you were not sending me very much.”

In a letter to Anna the mother wrote: “Zofie sent a letter and a picture of the house and grounds. In the window was a card, ‘For Sale.’ I wrote her that you can do as you please with the house since I sent you papers thru the Foreign Bank Commission and you have their permission.” Another letter to Anna dated December 1950 stated: “I wrote to Zofie and told her that she has nothing to say since she didn’t work for this house.”

The final decree made certain findings of fact as follows: That the deed in question was not obtained by undue influence ; that the transfer of the real estate was prompted by the will and desire of the grantor; that respondent Anna C. Walmsley does not hold the real estate as trustee for the heirs of the grantor; and that she holds both the legal and equitable title by virtue of an outright grant. It further provides that complainant Sophia M. Lukaszewski is entitled to $216 from the proceeds of the insurance policy involved herein and that respondent Anna is entitled to the balance thereof.

The complainants first contend that where the relationship of parent and child exists, as here, the utmost of good *118 faith must be shown by the beneficiary, in order to support a gift of money or anything of value obtained from the one who has reposed the trust and confidence.

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Related

Passarelli v. Passarelli
179 A.2d 330 (Supreme Court of Rhode Island, 1962)

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Bluebook (online)
113 A.2d 727, 83 R.I. 113, 1955 R.I. LEXIS 24, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lukaszewski-v-walmsley-ri-1955.