Winn v. Romney

222 P. 709, 63 Utah 120, 1923 Utah LEXIS 71
CourtUtah Supreme Court
DecidedNovember 14, 1923
DocketNo. 4003
StatusPublished
Cited by1 cases

This text of 222 P. 709 (Winn v. Romney) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Winn v. Romney, 222 P. 709, 63 Utah 120, 1923 Utah LEXIS 71 (Utah 1923).

Opinions

THURMAN, J.

Jane Agnes Romney, a spinster resident of Los Angeles, Cal., died intestate in that city May 6, 1918, leaving estate therein and in the state of Utah of the approximate value of $40,000. About $3,500 of her estate was situated in California and the remainder in Utah. Her father, George Romney, of Salt Lake City, Utah, who was living at the time of her death, was her sole heir at law, and it appears both from the pleadings and the evidence that prior to his death, which occurred February 1, 1920, he created a trust covering the entire estate of Jane Agnes in accordance with her desires and wishes expressed before her death.

The fact that a trust was created in which the defendant, who was her brother, was named as trustee, is not in dispute. The only question is: Who were the beneficiaries of the trust and what was the share of each?

It is contended by defendant that after the payment of expenses incident to administering her estate, divers sums were to be distributed to certain nephews, nieces, and charities, and the residue divided among her brothers and sisters of the full blood as follows: 25 per cent to the defendant and the remainder among her other brother and sisters of the full blood in equal shares, “share and share alike.”

The contention of plaintiffs is that after the payment of administration expenses the residue of the estate was to be divided equally among all her surviving sisters and brothers of the full blood, “share and share alike.”

The terms of the trust rest in parol. They were never disclosed in detail by George Romney, except to defendant, during his lifetime; nor did the defendant ever disclose his version of the trust until a few days before the commencement of the trial in December, 1922, when he did so by filing an amended answer to plaintiff’s complaint.

The purpose of this action is to determine the terms, conditions, and limitations of the trust and for a decree declaring the same and for other equitable relief.

The court, to whom the cause was tried without a jury, found the issues in favor of the plaintiffs, and judgment was [122]*122entered accordingly. Tbe defendant appeals and assigns as error practically every finding of tbe court. However, it will not be necessary to consider tbe assignments of error in detail, as they all relate to tbe question as to wbat were the terms, conditions, and limitations of tbe trust.

No controverted question of law is involved. As above indicated, it is a question of fact pure and simple. Its determination necessarily calls for a somewhat careful consideration of the evidence. Tbe trial court having found tbe issues in favor of the plaintiffs, tbe sole question is: Are tbe findings contrary to a clear preponderance of tbe evidence ?

There is no conflict as to many of tbe essential facts. Some of them already appear in tbe foregoing statement. For the purpose of elimination others will now be stated.

George Romney, the father of deceased, Jane Agnes Romney, was a polygamist, resided in Salt Labe City, and bad three wives.' Jane Agnes was a daughter of the first wife and had six sisters and two brothers of the full blood, to wit, Eveline R. Winn, Georgina R. Brain, Ella R. Brain, and Barbara Folsom (plaintiffs herein), also Elizabeth R. Anderson, Clora Thorup, George Ernest Romney and William S. Romney, the defendant. These are the only persons at all interested in this litigation.

Jane Agnes Romney, the deceased was bitterly opposed to polygamy and was more or less inimical to the “Mormon” church. She moved from Salt Lake City to Los Angeles 25 or 30 years before her death and was said to be a Christian Scientist or at least more or less inclined towards the faith and doctrines of that denomination. Her brother William S., defendant herein, visited her frequently at her home in Los Angeles, transacted more or less business for her, especially concerning her estate in Utah, and appears to have been her confidential adviser in matters relating to business. In the summer of 1917 the defendant visited her at her home in Los Angeles, and before leaving Salt Lake City he was requested by his father, George Romney, to ascertain from Jane Agnes what her desires were respecting the disposition of her property in the event that she died before her father. [123]*123At that time she was 64 years of age and her father 86. It appears that the defendant, in the visit referred to, did interview Jane Agnes respecting the disposition of her property and communicated to her the fact that her father desired to know her wishes in that respect.

In this connection, it may be stated once for all that notwithstanding George Romney would be the sole heir of Jane Agnes in the event that he survived her, it does not appear that he had any desire whatever concerning her property except to dispose of it according to her express desire. It appears that she communicated her wishes to the defendant during the visit referred to, and as to one feature at least there is no controversy between the parties. She desired that her brothers and sisters of the full blood should be the only children of her father who should participate in the distribution of her estate. In other words, she did not desire that his children by his other wives should succeed to any of her estate, assigning as a reason therefor that they would succeed to the estates of their mothers, who had been amply provided for by her father, and that as her own mother had long since been deceased without leaving property it was only fair that her brothers and sisters of the full blood should succeed to her estate. Whatever may be the fact as to the exact details concerning her desires as expressed to the defendant relating to the disposition of her property, it is fair to presume that on that occasion she made a full disclosure of such desires and requested him to communicate the same to her father. It appears that for some reason she did not care to make a will, but trusted implicitly that her father would respect her wishes. On his return home defendant immediately communicE(.ted to his father the result of his interview with Jane Agnes, and his father stated that her wishes would be respected and faithfully observed. ■ He charged defendant to see that they were carried out, and defendant then and there accepted the trust.

As already stated, Jane Agnes died May 6, 1918. On the 13th of the same month her father, George Romney, executed a relinquishment of all his claim to the estate of Jane Agnes, upon the express understanding that the estate be divided [124]*124as she had indicated to William S. Romney (the defendant), but provided that the expenses, amounting to approximately $1,500, should be first deducted. At the time that the relinquishment was executed by George Romney, he again enjoined upon William the duty of faithfully executing the trust. I have already stated that the exact terms, conditions, and limitations of the trust were not disclosed by George Romney, except to defendant, in his lifetime; nor did the defendant state his version of its terms and conditions until a few days before the trial in December, 1922. Thus it will be seen that such disclosure was not made by defendant until more than five years after Jane Agnes communicated her desires; more than four years after her death, and nearly three years after the death of George Romney.

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Bluebook (online)
222 P. 709, 63 Utah 120, 1923 Utah LEXIS 71, Counsel Stack Legal Research, https://law.counselstack.com/opinion/winn-v-romney-utah-1923.