Swinburne v. Swinburne

90 A. 121, 36 R.I. 255, 1914 R.I. LEXIS 20
CourtSupreme Court of Rhode Island
DecidedApril 1, 1914
StatusPublished
Cited by5 cases

This text of 90 A. 121 (Swinburne v. Swinburne) 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
Swinburne v. Swinburne, 90 A. 121, 36 R.I. 255, 1914 R.I. LEXIS 20 (R.I. 1914).

Opinion

Baker, J.

Complainant brings his bill of complaint against the respondent individually and as administratrix upon the estate of Mary A. Swinburne, late of Newport, in this' State, deceased, by which he seeks to compel her to convey to him certain real estate alleged to have been held in trust for him by her deceased mother, the said Mary A., and in which he also asks for an accounting by the respondent as to certain personal estate held by her said mother in trust for him.'

It is now admitted in behalf of the complainant that he has "failed to make out his case as to the real estate” and that "it appears from the testimony that the deed of conveyance made by the complainant to Mary A. Swinburne was an outright sale for valuable consideration.” That leaves for consideration therefore only the question of the liability of the respondent for an accounting as to said personal estate.

The essential allegations of the bill relative to this branch of the case are substantially as follows, namely: that Pastora E. Humphrey, of said Newport, died September 1st, 1899, leaving a will which was duly admitted to probate, of which will the sixth paragraph is as follows: "6th. I give to Mr. Robinson Monk, of said Thomaston, the income of five thousand dollars, payable semi-annually during his fife. At his decease I give said five thousand dollars to Mrs. Mary A. Swinburne aforesaid in trust for the benefit of her adopted son, William C. Swinburne;” that said Robinson Monk died January 20, 1892; that thereafter said Mary A. Swinburne received said legacy of five thousand dollars and held the same in trust for the complainant until her death; that in April, 1894, he conveyed his interest in said legacy to said Mary A. Swinburne in consideration that she then and there agreed with him to pay the sum secured *257 by a certain mortgage deed, principal and interest, and that upon receiving payment “from said legacy or the income thereof or in any way for any amounts that were due or might become due to the said Mary A. Swinburne from the complainant,” she “would reconvey to him his interest in said legacy of what might remain thereof;” that this agreement was in writing, signed by both of them; that the said Mary received the income on said legacy until her death, and that he believes that she received sufficient money to reimburse herself for all indebtedness which the complainant owed her at the time of her decease; that said Mary died July 15th, 1910, and that the respondent is the daughter and sole heir of the said Mary A-. Swinburne, deceased, and the duly appointed and qualified administratrix on her estate, wherefore he prays for an account.

In her answer the respondent denies the allegations of said bill as to the agreement of April, 1894, and among other things says that said Mary, from time to time prior to 1897, made large advances of her own money to the complainant and that during all that time he was largely indebted to said Mary; that on February 1, 1892, by an instrument in writing under seal, he covenanted and agreed with the said Mary that she should have the use of said legacy and should keep as her own all interest and income thereof until his present and future indebtedness to her should be paid; that thereafter the said Mary on the strength of said covenant and agreement made further large advances of money to the complainant; that the whole of such advances largely exceeded the amount of said legacy, and that none of said advances were ever repaid to the said Mary; that on September 17, 1897, William J. Swinburne, husband of said Mary A., died leaving a last will and testament whereupon the complainant, although not an heir-at-law of said William J. Swinburne, attempted to contest the probate of said will, and that the said Mary A. and the respondent “ being desirous of finally and forever ending all relations between them or either of them and the complainant, *258 paid him the sum of five hundred dollars,” and in consideration whereof the complainant on November 19, 1897, executed to the said Mary A. and to the respondent a general release. She also sets up that the complainant is barred from any recovery against, her as administratrix by virtue of the statutes of this State relative to the proof of claims, and the bringing of actions against the estate of deceased persons, and that he is also barred by his laches.

The replication asserts that the advances by the said Mary A. to the complainant did not exceed eight hundred dollars; denies the allegations of the answer as to the covenant and agreement of February 1, 1892, and declares that said release was given solely in consideration of the sum of five hundred dollars paid out of the estate of said William J. Swinburne; that said sum was bequeathed to complainant by said William J. Swinburne’s will, and that said release was demanded as a bar to a threatened contest of the will of said William J. Swinburne and that no other actions, claims or demands were then discussed or considered; that he was not obliged to prove his claim as a debt due from the estate of said Mary A. Swinburne and that he had not been guilty of laches.

Upon this record eighteen issues of fact were framed and agreed upon.

After hearing before the Presiding Justice of the Superior Court the following was entered as a final decree.

“Final Decree.

“This cause came on to be heard on Bill, Answer, Replication and Issues of Fact duly framed, and was argued by counsel, and thereupon it appearing

“ (1) That as to the property in Bristol, in the County of Bristol, in said State, formerly belonging to the complainant and described in the first paragraph of the Bill of Complaint, the court finds that the conveyance thereof by the complainant to Mary J. Swinburne, mother of the respondent, Elizabeth H. Swinburne, was absolute and for a *259 valuable consideration and was in no sense conditional or in mortgage, in trust or as security; it is therefore, ORDERED, ADJUDGED AND DECREED that since the date of said conveyance, viz.: April 19, 1894, the complainant has had, and now has, no claim in or to said real estate or the rents, income or profit thereof, but that the same belongs absolutely to the respondent as the sole heir-at-law of said Mary J. Swinburne, deceased.

(2) That the release pleaded by the respondent in her answer does not include the trust fund of five thousand dollars ($5,000), which is mentioned in the Bill of Complaint, and it is therefore ORDERED, ADJUDGED AND DECREED that said release is no defense to said Bill nor to any part thereof.

“ (3) That as to the plea of the respondent in her answer that the claim of the complainant for an accounting for the sum of five thousand dollars ($5,000), being a legacy of that amount under the will of Pastora E. Humphrey, of which the complainant was the beneficiary and said Mary J. Swinburne, the Trustee, after the death of Robinson Monk, that the claim of the complainant with respect thereto is barred because his claim, if any, was that of a mere creditor of the estate of said Mary J. Swinburne, and that he had not presented said claim in the office of the clerk of the Probate Court of the city of Newport (that being the court having jurisdiction of the settlement of the estate of said Mary J.

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Bluebook (online)
90 A. 121, 36 R.I. 255, 1914 R.I. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/swinburne-v-swinburne-ri-1914.