Palozie v. Palozie

927 A.2d 903, 283 Conn. 538, 2007 Conn. LEXIS 322
CourtSupreme Court of Connecticut
DecidedAugust 14, 2007
DocketSC 17752
StatusPublished
Cited by15 cases

This text of 927 A.2d 903 (Palozie v. Palozie) is published on Counsel Stack Legal Research, covering Supreme Court of Connecticut primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Palozie v. Palozie, 927 A.2d 903, 283 Conn. 538, 2007 Conn. LEXIS 322 (Colo. 2007).

Opinion

Opinion

BORDEN, J.

The plaintiff, Donald L. Palozie, appeals 1 from the judgment of the trial court affirming the judgment of the Probate Court denying the plaintiffs application for title and right of possession to a twenty-three acre parcel of land situated on Crane Road in Ellington (Crane Road property). 2 The plaintiff claims that the *540 trial court improperly concluded that a declaration of trust executed by the plaintiffs deceased mother, Sophie H. Palozie (decedent), was invalid and unenforceable because the decedent had not manifested an unequivocal intent to create a trust and to impose upon herself the enforceable duties of a trustee. We affirm the judgment of the trial court.

On March 7,2003, the plaintiff commenced this action against the decedent’s estate, which is administered by the defendants, Richard T. Palozie and Joanne Palozie-Weems, by filing an application in Probate Court seeking title and right of possession to the Crane Road property. See General Statutes § 45a-98 (a) (3). 3 In the application, the plaintiff claimed that he recently had discovered a “document entitled ‘[declaration of [t]rust’ dated February 23,1988 signed by the decedent,” wherein the decedent had declared that she held the Crane Road property in trust for the use and benefit of the plaintiff. After conducting a hearing, the Probate Court denied the plaintiffs application, concluding that *541 the declaration of trust was invalid and unenforceable. Thereafter, the plaintiff appealed from the judgment of the Probate Court to the trial court. 4 See General Statutes § 45a-186 (a) (“[a]nyperson aggrieved by any order, denial or decree of a court of probate in any matter, unless otherwise specially provided by law, may appeal therefrom to the Superior Court”).

After conducting a trial on the merits of the plaintiffs application, 5 the trial court found the following facts. “On February 23, 1988, [the decedent] asked her grandson David Palozie, who is also the plaintiffs son, to visit her. It was David’s birthday and he did go to [the decedent’s] home with his wife Susan. While there [the decedent] asked David and his wife, Susan [Palozie], to witness her signature on a document and they did so. The document ... is entitled ‘[declaration of [t]rust.’ At the time David did not know what the document purported to be, nor was there any evidence that Susan did either. The signature of the settlor appeal's to be that of [the decedent] and it has not been shown otherwise.

“At the same time [the decedent] asked David and Susan [Palozie] to witness a second document purporting to be a quitclaim deed to the Crane Road prop *542 erty, again with the witnesses having no knowledge of what the document was. . . . The quitclaim deed purports to convey to herself as trustee under the terms of the [declaration of [t]rust, the Crane Road property. The quitclaim deed was not acknowledged and neither it nor the [d]eclaration of [t]rust were recorded on the land records.

“No one, other than [the decedent] was aware of the nature of these documents. Apparently, she kept them in either a small metal box or a suitcase in her home. [The decedent] died, in her home on March 13, 1991, intestate.

“Family members, including the plaintiff and [the decedent’s] daughter, Gaye Reyes, gathered at the house. They retrieved a small metal box and a suitcase. The contents of the metal box were briefly examined and then taken by the plaintiff to the house trailer in which he lived, which was located on the property. ([The decedent] lived separately in a house on the same property.)

“Gaye [Reyes] was appointed administratrix of the estate and filed an inventory on March 24, 1992, which included the Crane Road property as an asset of the estate.

“Gaye Reyes was removed as administratrix approximately ten years later because the administration of the estate was not proceeding timely. Two of [the decedent’s] grandchildren, Richard Palozie and Joanne Palozie-Weems were appointed as successor coadministrators in June, 2002. In January, 2003, they filed an application to sell the real estate in question. The plaintiff objected to the proposed sale claiming, for the first time since [the decedent’s] death in 1991, that he, and not [the decedent’s] estate, held legal title to the property by virtue of the purported trust.”

*543 On the basis of the foregoing facts, the trial court concluded that the plaintiff had failed to prove, by clear and satisfactory evidence, that the decedent had “adequately manifest[ed] an intention to create a trust and to accept the enforceable duties of trustee.” See Long v. Schull, 184 Conn. 252, 255, 439 A.2d 975 (1981) (“[w]hen an estate is a party, the burden is on the [claimant] ... to prove the claim by clear and satisfactory proof’). The trial court observed that the decedent had not informed “[t]he witnesses to the ‘[declaration of [t]rust’ . . . what the instrument was,” and had “kept the document under her total control during her lifetime with no obligation ... to the supposed beneficiaries.” “The likelihood is that [the decedent] wished to retain total control of the property during her lifetime for her own benefit, and not as a trustee for the plaintiff . . . [and, therefore, the trust instrument] was a poorly designed effort to establish a testamentary document, rather than a trust with the requirements that would entail.” In arriving at this determination, the trial court found it noteworthy that: (1) “there was evidence that [the decedent] and . . . [the plaintiff] were not always without conflict in their relationship,” as reflected by a family violence protective order issued against the plaintiff on behalf of the decedent in 1990; and (2) the quitclaim deed “was never recorded, nor was it properly acknowledged as required by General Statutes § 47-5.” 6 Accordingly, the trial court determined that the declaration of trust was void and unenforceable and, *544 therefore, rendered judgment in favor of the defendants. 7 This appeal followed.

The following additional facts are relevant to our resolution of the present appeal. The declaration of trust provides in relevant part: “Whereas I, Sophie H. Palozie, of the Town of Ellington, County of Tolland, State of Connecticut, am the owner of certain real property located at (and known as) 315 Crane Road in the Town of Ellington, State of Connecticut . . .

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Bluebook (online)
927 A.2d 903, 283 Conn. 538, 2007 Conn. LEXIS 322, Counsel Stack Legal Research, https://law.counselstack.com/opinion/palozie-v-palozie-conn-2007.