Williams v. Estate of Cross

407 N.E.2d 704, 85 Ill. App. 3d 923, 41 Ill. Dec. 206, 1980 Ill. App. LEXIS 3154
CourtAppellate Court of Illinois
DecidedJune 16, 1980
Docket79-1387, 79-1595 cons.
StatusPublished
Cited by7 cases

This text of 407 N.E.2d 704 (Williams v. Estate of Cross) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Williams v. Estate of Cross, 407 N.E.2d 704, 85 Ill. App. 3d 923, 41 Ill. Dec. 206, 1980 Ill. App. LEXIS 3154 (Ill. Ct. App. 1980).

Opinion

Mr. JUSTICE McGLOON

delivered the opinion of the court:

Theodore Williams filed a complaint against Cornelius Cross 1 seeking partition of three parcels of real estate located in Chicago. The properties are situated at 6710 South Evans Avenue (Evans property), 6946 South Dorchester Avenue (Dorchester property), and 7637 South Prairie Avenue (Prairie property). The trial court found that plaintiff and his mother Elizabeth Cross had perpetrated a constructive fraud upon defendant and ordered plaintiff to convey his interest in the Dorchester and Prairie properties to defendant. The court also ordered plaintiff to repay $12,000 which defendant had given to plaintiff after the death of Mrs. Cross. Plaintiff appeals only those portions of the trial court’s judgment concerning the Prairie property and the return of $12,000.

We affirm.

On appeal, Williams contends (1) that the trial court’s finding of constructive fraud is not supported by the evidence and (2) that the trial court erred in ordering him to return $12,000 to Cross.

The Evans property was acquired in 1942 by the plaintiff’s father and mother. His father died in 1945 and his mother married the defendant Cross in 1951. Prior to the marriage, Mr. Cross signed a prenuptial agreement by which he waived any interest in the Evans property. The property was thereafter put into trust. Williams and his mother Elizabeth Cross were the beneficiaries.

The Dorchester property was purchased in October 1954. The downpayment on this property was comprised of money from the salaries of Mr. and Mrs. Cross. Mr. Cross secured a mortgage for the remainder of the purchase price. The final mortgage payment was made in 1960 or 1961.

The Prairie property was acquired in late March or early April 1957. Mr. and Mrs. Cross resided in the bungalow situated on this property. At the time the property was purchased, Mr. Cross was unable to secure a mortgage because he was the mortgagor on two other pieces of property. Cross testified that Williams was a “voucher” for him and that Williams signed the mortgage so that Mr. and Mrs. Cross could purchase the Prairie property. He further testified that he signed the mortgage at the request of the bank agent.

The mortgage, insurance, and tax payments on the Prairie property were made by Mr. and Mrs. Cross. Mr. Cross testified that the mortgage payments were comprised of monies from his and his wife’s salaries and that he intended that only he and his wife have an interest in the property. Mr. Williams never informed Cross that Cross’ name was not on the deed, and Mr. Cross stated that he did not learn of this fact until the partition action was filed.

Williams testified that he signed the mortgage and note so that his mother could secure the same since, at the time the Prairie property was purchased, women could not obtain mortgages alone. He further testified that he secured the mortgage with Mr. Cross for Mrs. Cross, but that she also told him it would be a wise investment. Williams admitted in a deposition that he did not contribute to the payment of the mortgage, taxes, or insurance on the Prairie property. He further testified that his mother requested that the property be deeded to herself and Williams only. However, Mr. Cross signed the mortgage at the request of the bank agent.

In 1969, the Evans, Dorchester, and Prairie properties were placed in joint tenancy. Williams and Mr. and Mrs. Cross became joint tenants in these properties through various conveyances. Williams testified that Mrs. Cross initiated the transactions in December 1968, and that Mr. Cross acquiesced to the conveyances. Mr. Cross, however, stated that he agreed to the transactions only because he was “talked into it” by his wife. He stated that he and his wife had planned a vacation and his wife wanted Williams to have the properties in the event that they met with a common disaster. Mr. Cross agreed to the transactions because his wife promised that the properties would be reconveyed upon their return from the trip. Mr. and Mrs. Cross never traveled as they had planned, yet the titles to the properties remained in the names of Mr. and Mrs. Cross and Williams as joint tenants.

After the death of Mrs. Cross, Mr. Cross paid Williams $12,000. In his answer to Williams’ complaint, Cross stated that he paid this sum to Williams, believing that Williams had no interest in any of the properties. Cross testified that, at the time he gave the money to Williams, it never occurred to him that Williams claimed an interest in any of the real estate, and that although he and Mrs. Cross had previously agreed to give Williams half of their savings, he never intended to give Williams half of his savings and half of the real estate. Williams believed that this money was paid to him as partial settlement of his mother’s estate.

Williams first argues that the trial court erred in awarding the Prairie property to Mr. Cross. He contends that Mr. Cross was fully informed of all matters relating to the purchase of the property and that the trial court’s finding of constructive fraud is therefore erroneous. He also argues that, by reason of the 1989 conveyances, defendant agreed to give Williams an interest in the property.

First, we note that a trial court’s finding may not be reversed on review unless it is against the manifest weight of the evidence. (Reese v. Melahn (1973), 53 Ill. 2d 508, 292 N.E.2d 375.) Reviewing courts are not free to reweigh the evidence, and only in cases where there are no probative facts to support the conclusion of the trial court does reversible error occur. Glass v. Peitchel.(1978), 63 111. App. 3d 57, 380 N.E.2d 420.

Constructive fraud has been defined as a breach of a legal or equitable duty which the law declares fraudulent because of its tendency to deceive others, to violate public confidences, or to injure public interests. (In re Estate of Neprozatis (1978), 62 Ill. App. 3d 563, 378 N.E.2d 1345; County of Cook v. Barrett (1975), 36 Ill. App. 3d 623, 344 N.E.2d 540.) It is often equated with a breach or abuse of a confidential or fiduciary relationship. In re Estate of Neprozatis.

In Edwards v. Miller (1978), 61 Ill. App. 3d 1023, 1027, 378 N.E.2d 583, 586, the court, in describing evidence which indicates the existence of a confidential relationship, stated:

“Normally, proof of a confidential or fiduciary relationship requires a showing that one person has reposed trust and confidence in another who thereby gains a resulting influence or superiority over the other. (Ray v. Winter, 67 Ill. 2d 296, 367 N.E.2d 678; Bremer v. Bremer, 411 Ill. 454, 104 N.E.2d 299

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Bluebook (online)
407 N.E.2d 704, 85 Ill. App. 3d 923, 41 Ill. Dec. 206, 1980 Ill. App. LEXIS 3154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-v-estate-of-cross-illappct-1980.