Oldham v. Oldham

192 A. 758, 58 R.I. 268, 1937 R.I. LEXIS 46
CourtSupreme Court of Rhode Island
DecidedJune 11, 1937
StatusPublished
Cited by11 cases

This text of 192 A. 758 (Oldham v. Oldham) 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
Oldham v. Oldham, 192 A. 758, 58 R.I. 268, 1937 R.I. LEXIS 46 (R.I. 1937).

Opinion

*271 Capotosto, J.

This bill in equity is brought to establish a trust in certain real estate and moneys. After hearing on bill, answer and proof, a final decree was entered in the superior court granting the prayer of the bill. The respondent has brought the cause to this court by appeal from that decree.

The real estate in question is located in the city of Central Falls. It was bought in 1872, the deed running to John A. Oldham and his wife Julia, as tenants in common. Two sons were born of this marriage: Edgar C. Oldham, the respondent, in 1874, and Joseph Oldham, in 1876. About 1879, John A. Oldham began to suspect the honesty of a business associate and to fear that his interest in the property might be subjected to the claims of undisclosed creditors created by his associate. On June 11, 1879, John A. Oldham, through an intermediate grantee and by warranty deeds duly executed and recorded on that day, conveyed his one-half interest in the property to Julia, who, on September 1, 1879, together with her husband, mortgaged the entire estate “in her own right” to Nancy W. Bowen for $900. This mortgage was transferred a number of times and was finally discharged February 20, 1923. The wife, Julia, died intestate October 11,1879.

John A. Oldham remarried in 1884. The complainants are the children by his second wife, Amelia. • The children of the first marriage continued to live with their father until about 1897, when Edgar married and Joseph went away to work. Joseph was killed in a railroad accident on June 15,1905. He was not married and died intestate. Edgar then came back to his father’s home, and shortly thereafter the father, who was Joseph’s sole beneficiary under our statute for death by wrongful act, petitioned the probate court of the city of-Central Falls for the appointment of Edgar as administrator of Joseph’s estate, and he was so appointed. By quitclaim deed *272 of July 3, 1905, in which the wife, Amelia, did not join, John A. Oldham conveyed a one-half interest in the property to Edgar, believing, as stated in the deed, that he had inherited from Joseph the share of the estate that came to Joseph from his mother, Julia. On August 2, 1905, the father assigned to his son, Edgar, his claim against the railroad company for damages arising from Joseph’s death and, in October of that same year, Edgar, as administrator of Joseph’s estate, received $6000 net in settlement of that claim. By a written release, dated October 25, 1905, the father released to Edgar all his right and interest in this money.

It appears from competent evidence that the father had the utmost confidence in Edgar and that Edgar was given the release of the $6000 with the understanding that he would hold the money for the father’s benefit and would pay it over to him as wanted: In 1907, however, we find the father saying to his stepson, Ira S. Ripley, that “as soon as Edgar got all his property ... he had treated him something shameful.” From 1908 until the father’s death in 1919, and from that time to February 20, 1923, when a settlement was made between the parties, and to which we will presently refer in greater detail, there was considerable litigation between John A. Oldham and Amelia Oldham, on the one side, and Edgar Oldham, on the other. In all this litigation the same attorneys, who now appear for the complainants and the respondent, represented the same conflicting interests as in the instant case.

The testimony shows that in 1908 John A. Oldham sued his son Edgar in assumpsit for money had and received to recover the $6000 in Edgar’s possession. The travel of this case is unimportant, except to state that it was still pending in 1923. In 1915, a bill in equity was brought in the name of John A. Oldham, by his next friend and wife, Amelia Old-ham, against Edgar to establish a trust in the $6000 and for a cancellation of the deed of 1905 from John A. Oldham to his son Edgar. This bill, although heard on demurrer and pleas, was never tried on its merits and was a pending case *273 in 1923. In November 1920, a little over a year after his father’s death, Edgar notified Amelia in writing to quit the premises that she had occupied with her husband since her marriage, whereupon Amelia brought a bill in equity against Edgar to restrain him from instituting ejectment proceedings upon grounds that are not material to the matter now before us. This case, like the other two, also was pending in 1923.

Following extended negotiations by the attorneys, a settlement was agreed upon between Amelia Oldham and Edgar, which was carried out on February 20, 1923. 0.n 'that day all pending cases were entered “settled” in court by stipulation of the parties, and in consideration thereof Edgar conveyed to Amelia a life estate in and to the property where she and the complainants were living, and further, Edgar, as executor of his wife’s estate, discharged the $900 mortgage on that property which his mother, Julia, originally gave to Nancy W. Bowen in- 1879 and which through successive transfers had come into the possession of Edgar’s wife in 1905.

In connection with the stipulations entered in court settling all the eases then pending, it is important to note that in the law case of 1908 and in the equity case of 1915, in both of which the ownership of the $6000 was directly in issue, the stipulations were signed by Amelia Oldham personally as well as by her attorney. The testimony shows that this was demanded by counsel for Edgar “to make sure that she knew that the cases were being settled.” Amelia, with her two children, the complainants in the instant case, thereafter occupied the premises without further interference by Edgar until she died.

Upon Amelia’s death in 1933, Edgar notified the complainants to quit the premises and then instituted trespass and ejectment proceedings. The complainants thereupon, on December 20, 1933, brought the present bill. Their contention is that John A. Oldham was the beneficiary of a resulting trust in the real estate under both the deed of 1872 *274 and 1879, and also the beneficiary of a constructive trust in the $6000 that Edgar received as administrator of Joseph’s estate. They further contend that upon the death of John A. Oldham, these trusts resulted to the benefit of Edgar and of the complainants, they being the three surviving children and heirs of John A. Oldham. The superior court decided in favor of the complainants on all these issues.

We will start our consideration of the complainants’ claim of a resulting trust in the real estate by setting forth the reasons given in the rescript of the trial justice. ' His conclusion that there was a resulting trust under the deed of 1872 rests on the sole ground that the entire purchase price for the property was paid by John A. Oldham. He finds a resulting trust under the deed of 1879 from certain facts and inferences. In a general way, the facts upon which the court relies in this latter instance are that when John A.

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Bluebook (online)
192 A. 758, 58 R.I. 268, 1937 R.I. LEXIS 46, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oldham-v-oldham-ri-1937.