Preston v. Preston

128 A. 292, 102 Conn. 96
CourtSupreme Court of Connecticut
DecidedFebruary 5, 1925
StatusPublished
Cited by33 cases

This text of 128 A. 292 (Preston v. Preston) 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
Preston v. Preston, 128 A. 292, 102 Conn. 96 (Colo. 1925).

Opinion

*107 Keeler, J.

We will first consider defendant’s appeal from the action of the Superior Court in setting aside the trust deed. The reason of appeal last summarized in the statement of facts, to the effect that the trial court erred in supplying, by its own conclusions from subordinate facts found in the report of the referee, certain ultimate facts, cannot be entertained by us. These conclusions are discovered by defendant’s counsel in the memorandum of decision filed by the trial judge. This memorandum is not a finding of facts. There is no finding of facts in the record, of which it has been made a part. Many of the conclusions contained in the memorandum are conclusions of law from facts found by the referee, as to which it is not only the right but the duty of the trial judge to make. Certain inferences of fact based on the report of the referee are stated in the memorandum, and are largely well taken, but whether so or not, is not a matter reviewable in this court, which' has to determine whether, upon the facts reported by the referee and found true by the court, there is sufficient foundation for the judgment nullifying the trust deed. Defendant’s other reasons of appeal are directed to the latter point.

The first and second reasons of defendant’s appeal are general in their nature and need no consideration. Regarding the third, fourth and fifth reasons of appeal, error is assigned because the referee did not specifically and in verbis make findings of fact according to the allegations of the complaint. As regards the third reason, it appears that the allegation of the complaint, paragraph four of the fourth count as above quoted in the statement of facts, sets up “undue influence and intimidation,” and the referee has not found in any paragraph of his report that such facts existed. In fact, the referee found that there was no intimidation, *108 but made no finding in terms as to undue influence. He was not required so to do. It is sufficient upon this point that he finds facts from which the court may conclude that such influence did exist or to the contrary. Regarding the fifth -paragraph of the fourth count, the error is assigned in the same way as a want of a finding by the referee in the exact terms of the complaint. The allegation is that plaintiff did not read the trust instrument, nor understand its nature and consequences. The referee found that the trust deed was read in her presence, and little attention need be paid that feature of the case, but whether she understood the nature and consequences of the document is to be gathered from the finding of the referee as a whole. The fifth reason of appeal practically quotes the sixth paragraph of the fourth count, and alleges as error that there is no finding by the referee covering specifically and in terms the allegations of this paragraph. One of the allegations is that the trust agreement is inequitable; it is not required that the referee find this ultimate fact in so many words, it is sufficient if inequity appears from the whole finding taken in connection with the document itself, and the same thing may be said of the allegations of the paragraph that the plaintiff was unaccustomed to legal documents, and did not understand what she was directed to sign. The allegation in this paragraph, that plaintiff’s signature was obtained through fear, is negatived by the finding.

The complaint claims the setting aside and annulment of the trust instrument, and the question for the Superior Court and for us is whether, upon the finding of the referee, sufficient facts appear to justify in law granting the relief claimed.

The complaint alleged undue influence, and that allegation was sufficient to let in any evidence legiti *109 mately bearing upon that claim and the finding of facts in accordance therewith. That the plaintiff in the complaint particularized regarding certain claimed facts tending to show undue influence, and that some of these latter facts are not specifically found true, does not prevent a judgment in her favor, providing other facts found in the report are ample to sustain an ultimate finding of undue influence. It is not necessary for a plaintiff to prove all that he alleges; it suffices if he proves enough to sustain the judgment sought. Upon this basis we will consider the defendant’s reasons of appeal.

The referee has expressly found that in this transaction there existed no fear on the part of the plaintiff, and that she was not intimidated. The plaintiff claims that the relations between the plaintiff and her mother, taken in connection with the circumstances surrounding the transaction at the time that the trust was created, the nature and extent of the provisions of the trust instrument, taken in connection with the knowledge of plaintiff concerning the same and of the interest which she had in the property conveyed in trust, as displayed in the findings of the report of the referee, warrant the conclusion that the plaintiff was unduly influenced in this transaction, as the trial court has found. Plaintiff claims that she was so thoroughly under the continued domination of her parents, so ignorant of the consequences flowing from the trust instrument, and of the nature and amount of her pecuniary interests affected thereby, that she was induced to establish an inequitable and improvident trust by a parental influence so exercised as to be unduly controlling to the extent that she was not a free and voluntary agent.

The equitable doctrine of undue influence has been thus defined: “ ‘Any influence brought to< bear upon a *110 person entering into an agreement, or consenting to a disposal of property, which, having regard to the age and capacity of the party, the nature of the transaction, and all the circumstances of the case, appears to have been such as to preclude the exercise of free and deliberate judgment, is considered by courts of equity to be undue influence, and is a ground for setting aside the act procured by its employment.’ ” 3 Williston on Contracts, § 1602, wherein the author quotes Pollock on Contracts (8th Eng. Ed.) 640, and takes the statement as a foundation for his discussion of the topic involved.

“The principle applies to every case where influence is acquired and abused, where confidence is reposed and betrayed.” Smith v. Kay, 7 H. L. Cas. 750, 779.

Cases falling under this principle are explained and classified in Allcard v. Skinner, L. R. 36 Ch. Div. 145, 171, where Cotton, L. J., says: “These decisions may be divided into two classes — First, where the court has been satisfied that the gift was the result of influence expressly used by the donee for the purpose; second, where the relations between the donor and donee have at or shortly before the execution of the gift been such as to raise a presumption that the donee had influence over the donor. In such a case the court sets aside the voluntary gift, unless it is proved that in fact the gift was the spontaneous act of the donor acting under circumstances which enabled him to exercise an independent will and which justifies the court in holding that the gift was the result of a free exercise of the donor’s will.

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Bluebook (online)
128 A. 292, 102 Conn. 96, Counsel Stack Legal Research, https://law.counselstack.com/opinion/preston-v-preston-conn-1925.