Mattes v. Olearain

759 P.2d 1177, 90 Utah Adv. Rep. 30, 1988 Utah App. LEXIS 131, 1988 WL 85814
CourtCourt of Appeals of Utah
DecidedAugust 17, 1988
Docket880138-CA
StatusPublished
Cited by10 cases

This text of 759 P.2d 1177 (Mattes v. Olearain) is published on Counsel Stack Legal Research, covering Court of Appeals of Utah primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mattes v. Olearain, 759 P.2d 1177, 90 Utah Adv. Rep. 30, 1988 Utah App. LEXIS 131, 1988 WL 85814 (Utah Ct. App. 1988).

Opinions

BENCH, Judge:

Defendant appeals a trial court’s judgment awarding certain property to plaintiff, under equitable principles, in a common-law marriage. We reverse in part and affirm in part.

Plaintiff Joan Mattes met Andrew Olear-ain in November 1983. At the time, plaintiff owned a home located at 4145 Barker Road in Taylorsville, Utah (Barker Road property). Andrew owned a home located at 1991 West Leisure Circle in Taylorsville, Utah (West Leisure Circle property), which was subject to a $10,000 equitable lien reserved in Andrew’s former wife pursuant to their divorce decree. Andrew and plaintiff agreed to be married and, in January 1984, plaintiff moved into Andrew’s home.1 Andrew and plaintiff furnished his home with personal property each brought into the arrangement. They paid mortgages on both properties with funds from a joint account. In April 1984, Andrew designated plaintiff as the beneficiary of his life insurance policy. Plaintiff also designated Andrew as the beneficiary of her life insurance policies.

In November 1984, plaintiff, in order to avoid liens asserted by her former husband’s creditors, deeded to Andrew all of her right, title, and interest in the Barker Road property. On the same date, Andrew’s former wife quitclaimed all right, title, and interest she had in the West Leisure Circle property to Andrew and plaintiff.

Andrew died in a plane crash in February 1985. Defendant David Olearain was appointed personal representative of Andrew’s estate. Plaintiff continued living in the West Leisure Circle home and paying the mortgages on both homes. Concerned about defendant’s intentions regarding the two homes, plaintiff filed this action in April 1985. She alleged a marital relationship existed between Andrew and her. She claimed ownership of the Barker Road property and sought a determination as to her rights and interest in the West Leisure Circle property. Plaintiff also requested distribution of the personal property.

Trial was held in April 1986. In its findings, conclusions, and judgment dated June 10, 1986, the trial court found that although not “formally and legally completed,” a common-law marriage relationship existed between plaintiff and Andrew. The court also found, however, that plaintiff was not Andrew’s heir. The court concluded equitable principles should be applied to the marriage relationship and awarded plaintiff sole ownership of the Barker Road property, certain personal property, and a one-quarter undivided interest in and exclusive use and possession of the West Leisure Circle property. The court ordered plaintiff to pay the mortgage on the West Leisure Circle property and $150 rental per month to Andrew’s estate. On appeal, defendant argues the trial court erred in awarding the real property to plaintiff.

Defendant argues the trial court erred in disregarding the deed from plaintiff to Andrew by awarding the Barker Road property to plaintiff. The trial court found the conveyance was part of a plan by Andrew and plaintiff “to place their properties in their joint names and arrange their affairs as husband and wife.” Defendant rightly argues “a deed regular in form is presumed to convey the entire fee simple ti-tle....” Jacobson v. Jacobson, 557 P.2d 156, 158 (Utah 1976). Moreover, the gener[1179]*1179al rule is that parol evidence may not contradict, vary, or add to deeds. Neeley v. Kelsch, 600 P.2d 979 (Utah 1979). However, as we have stated, in equitable actions, “[p]arol evidence is admissible to show the purpose and intent of parties to a deed.” Smith v. Smith, 738 P.2d 655, 657 (Utah App.1987) (quoting Bown v. Loveland, 678 P.2d 292, 297 (Utah 1984)).

At trial, defendant attempted to offer the testimony of Andrew’s former wife, Judith Wright, as to statements made by Andrew regarding his relationship with plaintiff. Plaintiff objected on the ground of hearsay. Defendant argued the testimony was admissible under Utah R.Evid. 601(c). The trial court disagreed and sustained plaintiffs objection. Defendant then proffered that Judith would testify Andrew did not consider plaintiff to be his wife and that he, not plaintiff, owned the Barker Road property.

Rule 601(c) provides:

Statement of decedent offered in action against his estate.
(1) Evidence of a statement is not made inadmissible by the hearsay rule when offered in an action upon a claim or demand against the estate of the declarant if the statement was made upon the personal knowledge of the declarant at a time when the matter had been recently perceived by him and while his recollection was clear.
(2) Evidence of a statement is inadmissible under this section if the statement was made under circumstances such as to indicate its lack of trustworthiness.

We conclude the trial court erred in excluding Judith’s testimony. The instant case is an action against Andrew’s estate. Andrew’s statements regarding his then current relationship with plaintiff were clearly made upon his personal knowledge and while his recollection was clear. Plaintiff offered no evidence to indicate a lack of trustworthiness. Furthermore, equity requires the admission of defendant’s parol evidence regarding the couple’s intentions in light of plaintiffs testimony about those intentions.

Notwithstanding the error in refusing to admit defendant’s evidence as to the couple’s intentions, plaintiff’s own evidence does not support the Barker Road property award. At trial, plaintiff testified she conveyed the property to Andrew to avoid her former husband's creditors. On appeal, plaintiff argues the court imposed a constructive trust on the Barker Road property-

A constructive trust is an equitable remedy to prevent unjust enrichment in the absence of any express or implied intention to form a trust. Matter of Estate of Hock, 655 P.2d 1111 (Utah 1982). If the. challenging party establishes a constructive trust by clear and convincing evidence, the trial court may alter a deed regular in form and presumed to convey clear title. Ashton v. Ashton, 733 P.2d 147 (Utah 1987). A constructive trust may be imposed if the grantee was in a confidential relationship with the grantor. Parks v. Zions First Nat’l Bank, 673 P.2d 590 (Utah 1983). “Where a confidential relationship exists, a presumption of unfairness arises ... and the burden shifts to the defendant to prove absence of unfairness by a preponderance of the evidence.” Baker v. Pattee, 684 P.2d 632, 636 (Utah 1984). See also Estate of Jones v. Jones, 759 P.2d 345 (Utah App.1988). Defendant argues plaintiff failed to prove the existence of a confidential relationship.

We do not dispute, nor does defendant, that plaintiff and Andrew enjoyed a relationship based on sincere affection, confidence, and trust.

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Mattes v. Olearain
759 P.2d 1177 (Court of Appeals of Utah, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
759 P.2d 1177, 90 Utah Adv. Rep. 30, 1988 Utah App. LEXIS 131, 1988 WL 85814, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mattes-v-olearain-utahctapp-1988.