Young v. Exum

229 A.2d 780, 102 R.I. 232, 1967 R.I. LEXIS 676
CourtSupreme Court of Rhode Island
DecidedMay 22, 1967
DocketAppeal No. 41
StatusPublished
Cited by2 cases

This text of 229 A.2d 780 (Young v. Exum) 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
Young v. Exum, 229 A.2d 780, 102 R.I. 232, 1967 R.I. LEXIS 676 (R.I. 1967).

Opinion

*233 Kelleher, J.

This is an appeal from a judgment of the superior court dismissing the plaintiff’s second amended bill of complaint rendered upon the defendants’ demurrer whereby the trial justice found that “* * * the complainant has not made or stated such a cause as entitles her in equity to any relief.” While the ruling which we are reviewing was made after the effective date of the new rules of civil procedure of the superior court, it concerned a demurrer which had ibeen filed prior thereto. We will, therefore, employ herein, where applicable, the terminology of the new rules. We will consider the plaintiff’s second amended bill of complaint as a “supplemental complaint as amended” and the defendants’ demurrer as a motion to dismiss for failure to state a claim upon which relief can be granted filed pursuant to rule 12 (b) (6) of the new rules.

To place this action in its proper perspective, it is. necessary to- delineate the various interstate legal salvos which have been fired between .the parties for the past seven years in the courts of both ¡Rhode Island and Neiw York. The plaintiff is the widow of Robert R. Young who died on January 25, 1958. The defendants 1 are her late husband’s brothers and sister. The plaintiff is the sole beneficiary under her husband’s will and was appointed executrix of his estate by 'the probate court of the city of Newport.

*234 The instant cause was commenced by plaintiff on September 1, 1959 when, pursuant to the provisions of G. L. 1956, §9-24-<28, she filed in the superior court a bill in equity for the construction of and instructions relative to her husband’s will. Based upon the sworn representations of the bill, an ex parte order was issued which, in effect, restrained defendants from instituting any legal action whatsoever in any court other than the courts of Rhode Island relative to the decedent’s will or his estate. On October 15, 1959, however, in an action assented to by all the parties, the original restraining order was considerably modified so that defendants were prohibited from instituting legal proceedings to construe Mr. Young’s will in any other federal or state court pending our construction of this instrument or until further order of the superior court.

Thereafter in the superior court various and sundry preliminary pleadings were exchanged between the parties. On December 23, 1959, an action was brought in New York by defendants against plaintiff individually and not in her fiduciary capacity whereby they sought to impose a constructive trust on the decedent’s residuary estate. The basis of their suit rested in plaintiff’s failure to adhere to an alleged agreement between her and her husband by which she promised as consideration for his bequest to her of his residuary estate, to reasonably provide for defendants during her lifetime and to bequeath that estate to them by her will.

This action was terminated by a decision of the Appellate Division of the New York Supreme Court on May 17, 1960, wherein it ruled that a purported service of process on plaintiff was invalid. The court held that although plaintiff had purchased a co-operative apartment in New York, she was not a resident for the purposes of substituted service under New York’s Civil Practice Act because there was no evidence at the time the service was made that she had *235 “completed, furnished or occupied” this apartment. See Young v. Young, 10 App. Div.2d 922, 200 N.Y.S.2d 815.

Upon the institution of this litigation, plaintiff filed a motion in the superior court to adjudge defendants in contempt of the October 15, 1959' restraining order. The action of the New York court, however, rendered this question moot and the motion was subsequently withdrawn.

On February 3, 1960, defendants filed in the instant cause a cross bill in which they sought to prevent plaintiff from selling, transferring, disposing or encumbering certain stock which formed a part of her husband’s residuary estate. A restraining order was thereupon issued which prevented plaintiff from disposing of this stock. The defendants’ success was short-lived, as the superior court at a hearing on their prayer for a preliminary injunction on February 19, 1960, entered a decree which denied this relief to defendants and also vacated the February 3 restraining order. The defendants took an immediate appeal from that adverse action to this court. On April 18, 1960, we granted plaintiff’s motion to dismiss defendants’ appeal. Our action was based on the prematurity and piecemeal basis of their appellate action.

Subsequently, on August 30, 1960, defendants filed an amended answer. Later extensive hearings were held in the superior court and on June 9, 1961, a decree was entered certifying that this action was ready for hearing on final decree. Thereafter the papers in conformity with the statute were forwarded to this court. Briefs were submitted and on January 8, 1962, we heard the oral arguments of the parties. Later on March 19, 1962, in our opinion cited as Young v. Exum, 94 R. I. 143, 179 A.2d 107, we rejected defendants’ contention that the decedent’s will had created an express trust for their benefit. We ruled the language used by the testator was precatory only and did not constitute words of command. Consequently, we held that *236 plaintiff could, if she so desired, completely disregard decedent’s wishes as to the future well-being of his brothers and sister.

The defendants’ motion for reargument was denied and on April 16, 1962, we approved a form of decree which was in accordance with our opinion. This was done in pursuance to the mandate contained in our denial of the motion for reargument. On this date we entered an order wherein we gave our approbation to the proposed decree and remanded the cause to the superior court for the limited purpose of the entry of the final decree, and to afford an opportunity to the parties to -apply to- the superior court for such counsel fees and expenses as that court might deem proper.

One month later defendants filed a motion for the allowance of counsel fees and expenses. No hearing was held on this motion.

In September 1962 defendants brought a second suit against plaintiff personally in New York. Their complaint was once again based upon a constructive trust and contained allegations which were substantially identical to those in their earlier suit. This time, however, plaintiff was personally served with process while she was in New York. On -October 1, 1962, plaintiff filed a motion for a final decree in this cause. Almost two months later on December 26, 1962, she moved to- amend her original bill for the construction of her husband’s will by adding other allegations which described the New York suits and the pendency of the administration of her husband’s estate in the Newport probate court.

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Related

Young v. Exum
296 A.2d 451 (Supreme Court of Rhode Island, 1972)
Bank of Delaware v. INDUSTRIAL NATIONAL BANK RHODE ISLAND
255 A.2d 150 (Supreme Court of Rhode Island, 1969)

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Bluebook (online)
229 A.2d 780, 102 R.I. 232, 1967 R.I. LEXIS 676, Counsel Stack Legal Research, https://law.counselstack.com/opinion/young-v-exum-ri-1967.