Cetenich v. Fuvich
Cetenich v. Fuvich
Opinion of the Court
This is a suit in equity brought by George Cetenich asking to have a trust declared in his favor in one-half of certain property standing in the name of Mary G. Cetenich at her decease. The complainant, it is claimed, was lawfully wedded to the said Mary G. Cetenich, but however that may be he lived with her for many years apparently in the belief that he was her lawful husband. The property in question consists of four parcels of real estate situated in the city of Providence and certain personal property.
The respondents are Washington R. Prescott, executor and trustee under the will of Mary G. Cetenich, Sarah J. Fuvich and Walter H. Powell, children of the said Mary by former marriages and her sole beneficiaries under her will. Nicholas Fuvich, the husband of Sarah, is also included as a party respondent.
The complainant seeks relief against these respondents on the ground that equity should impress a trust in his favor *108 upon one-half of said property because before his marriage to the said Mary G. Cetenich, and under an agreement with her, he turned over to her substantially all of his earnings which she was to save and invest for him, and further because under a subsequent agreement the money so turned over was combined with other moneys belonging to her and used in the acquirement of the real and personal property before alluded to, the title of which was taken in her name. The complainant further alleges that his wife, Mary G. Cetenich, was a shrewd woman, possessed of keen business ability and that she took advantage of his illiteracy and abused his complete dependence upon and confidence in her in the transaction of the business connected with these property matters.
The case was heard in the Superior Court upon bill, answer, replication, oral testimony, and agreed issues of fact and a decision was rendered granting the complainant’s prayer as to two of said parcels of real estate, namely, those situated at 415 and 171 South Main street, and incidentally as to one-half of the net rents and profits of said two estates from the date of the death of the said Mary G. Cetenich. The court also granted to the complainant an accounting in the matter of these two estates including the net rents and profits accruing therefrom since the death of Mary but denied him relief as to the personal property and the other two parcels of real estate mentioned in his bill.
The cause is now before this court on the respondents' appeal from the decree entered in the Superior Court in accordance with the decision before mentioned. The only question now before us is whether Mary G. Cetenich, at the time of her death, held one half of the properties located at 415 and 171 South Main street in trust for the complainant.
On July 13, 1900, certain real estate at 415 South Main street in Providence was purchased. The deed was made to Mary as grantee. The purchase price was $2,500, of which $2,000 was paid in cash and $500 by mortgage on the property. The only property which Mary was then known to possess was an estate in Rehoboth, worth about $1,000, *110 subsequently sold in November, 1898, for about $900; and $1,000 deposited in the Providence Institution for Savings in January, 1899, about a month after she and the complainant had become engaged and he had begun to turn his wages over to her. This deposit of $1,000 was withdrawn on July 13, 1900, the date when the property at 415 South Main street was purchased.
Upon the acquisition of this property which consisted of a two story building with stores in front and a smallef building in the rear, the upstairs part was arranged for a rooming house and some second-hand furniture was purchased therefor.
About August 14, 1900 the complainant and Mary went through.a ceremony of marriage in Boston, returning and making their home at 415 South Main street, Providence. Later a large four-story building containing three stores and some twenty-five rooms was erected on this property. The upper part of the premises was conducted as a rooming house down to the time of Mary’s death on December 15, 1914. Until February, 1913, the complainant labored, in regular outside employment, either all day or all night, and gave all of his Sundays, holidays, evenings and other spare time to the care of the rooming house and the other property. He scrubbed floors, made beds, repaired plumbing, painted, tended the fires, collected rents, and made himself generally useful. He was handy with tools, had a workbench for steam fitting in the basement and a- set of plumber’s tools. During three years when he was in the employ of the Providence Tow Boat Company he received for overwork sufficient coal and wood to supply the house, bringing it home at night upon his back.
In 1913, after Mary became paralyzed, he gave up his outside work and devoted himself to her care and the care of the rooming house during her long illness of some twenty months, besides doing washing, cooking, scrubbing, making-beds, tending furnaces, collecting rents and making repairs. *111 Altogether the complainant’s wages which he turned over to Mary from August 14, 1900 to February, 1913, aggregated about $10,000.
In 1901 the city of Providence widened South Main street and in so doing took twenty feet from the front of the property at 415, for which it paid to Mary $5,300. $1,000 of this money was spent in moving back and reconstructing the building, $2,500 was used in purchasing certain property at 171 South Main street on July 2, 1902. From time to time mortgages were placed upon these estates to get funds for buildings and improvements thereon and for the purchase of other real estate. All of such mortgages, however, were discharged before Mary’s death. On October 16, 1903, Mary made another purchase of property located at 455 South Main street; on June 4, 1911, obtained an estate on Shambo Alley; on June 1, 1908, acquired property at 162 Smithfield avenue; and in November, 1908, a strip adjoining the 415 South Main street property, which she purchased for $1,600, being the proceeds of a mortgage on the properties at 415 and 171 South Main street. The deeds of all of these properties were taken in Mary’s name as grantee. In the four mortgages on the properties at 415 and 171 South Main street which were made after August 14, 1900, when the complainant and Mary were living together as man and wife, the complainant was described as a joint mortgagor and he was also a co-maker of the mortgage notes, he executing them by making his mark.
The real estate standing in Mary’s name on November 15, 1914, the date of her death, comprised 415 and 171 South Main street, 162 Smithfield avenue and a strip of land adjoining 415 South Main street. These properties cost altogether about $33,000. All of the business relating to the acquisition and improvement thereof was transacted by Mary in her own name. In addition to this real estate Mary’s personal estate, at the time of her decease, was inventoried at upwards of $13,000.
*112 Her will made in 1901 excluded the complainant and left all of her property to the respondent Prescott' in trust for the respondents Sarah Fuvich and Walter Powell, sole beneficiaries. This will, which furnishes some evidence of .an early intent on the part of Mary to absorb the interest •of the complainant in the property for the benefit of her children, was probated in the Municipal Court of Providence on November 24,1915. From the decree of that court the complainant took an appeal which, however, he failed to prosecute in the Superior Court.
The complainant during all the years he knew and lived with Mary was sober and industrious, but absolutely illiterate, not being able either to read or write. Mary was by far the complainant’s superior in intelligence. She was a ••sharp, shrewd woman, more than ordinarily keen and clever in business and property matters. She was a woman who did her own thinking and kept her own counsel. In all business transactions she first decided what she wanted to •do and then directed her attorney and others in carrying •out her plans.
In addition to these facts, concerning which there seems to be little or no conflict, the complainant introduced testimony to the effect that he and Mary got along well together and that the relations between them were pleasant; that on many occasions she spoke highly of him; that during her last illness he gave her the best care of which he was capable and that at all times he trusted her implicitly and had complete confidence in her and did whatever she wanted him to do.
It is also in evidence that early in the summer of 1900 Mary said to him, “I got a chance — we got a chance to buy a house,” and that she took him to see the property at 415 South Main street, asking him if he was satisfied with it and, upon his giving an affirmative reply, she further said, “we buying this. Half is yours and half is mine;” that she also told him that it was purchased in his name and hers, that •each paid one-half of $2,000, the cash payment upon this *113 property; that she further said to him later, “we buying this piece of property. We pay $2,000 and $500 on a mortgage;” that the complainant’s and Mary’s money bought this property, that she told him half was his and half was hers and that they always, regarded the property with its improvements as half hers and half his. The complainant further testifies that when the $5,300 was received from the city of Providence in 1902 that he and Mary both regarded the money as belonging to them equally, that she always told him it was half his and half hers. That the $1,000 of this money which was spent in moving back and altering the building they both treated as their joint money and "understood that it was being used to fix up property which they owned together; that when they were contemplating spending $2,500 of this money for the purchase of the property at 171 South Main street she took him to see it, saying, “we buy this house,” at the same time telling him that half was his and half was hers and that it was in his name and hers, and that she had always told him that the property with its improvements was half his and half hers and he had always so regarded it; and that Mary told him further, “we work together and we save money. When we get old we don’t have to ask anybody for nothing;” that when she was taken ill she asked him to give up his work and come home and take care of her, saying, “you don’t need to work any more. We got enough.” It also appears that Mary stated in the presence of others that the complainant had turned over his wages to her for investment and that he was the owner of half of all the property; that his only knowledge regarding the acquirement and management of the property came from Mary who always talked things over with him.
In contradiction of this evidence, the respondents sought to prove that the complainant and Mary were not legally married; that their relations were unfriendly and not confidential; that the earnings he turned over to her were not to be saved for him and invested but were intended as a *114 gift for her or for the support of her family and that they were not used in the acquirement of the estates at 415 and 171 South Main street.
Upon the testimony as presented the Superior Court found. that the complainant through his ignorance and his implicit reliance upon his wife was not concerned as to who held the record title to the property; that Mary transacted all the business relating to the purchase, management and improvement of the estate in question and that George took no part therein; that George always turned over to her his pay envelope intact; that from the time of Mary’s engagement to George in December he, at her suggestion,-turned over his pay to her upon the agreement on her part, “If you will turn your money over to me, I save it for you,” and “the first time we have a chance we buy some property;” that George’s regular wages plus salvage money prior to July 13, 1900, amounted to between $870 and $900, besides some compensation for his work over time; and that he had practically no expenses; that, when she became engaged to George, Mary owned a piece of real estate in Rehoboth worth about $1,000, and had a deposit of $1,000 in the Providence Institution for Savings, there being no evidence that she had any other property; that after 1900 Mary displayed great money-getting capacity; that she was more than ordinarily clever; a keen trader, shrewd and foreseeing; that George was intellectually sluggish, but faithful, sober, industrious and generally did as she wanted him to; that during his whole married life he worked steadily at various jobs in the daytime and around the premises nights and Sundays; that in July, 1900, Mary told George, “I got a chance” and they went together and examined the property at 415 South Main street; that she asked him if he was satisfied, to which he replied that he was and she bought it telling him, “it is half yours and half mine;” that substantially half of the cash payment of $2,000 was the money of George and that such contribution was for a definite portion of the estate.
*115 The Superior Court further found the fact to be that George was not a joint owner with Mary in the rooming house business but that Mary took the title to 415 South Main street at the time of the purchase of that property and thereafter held it as trustee, one-half for George and one-half for herself; that the property at 171 South Main street was purchased and improved with money paid by the city of Providence for the cutting off of a portion of 415 South Main street, in widening that street, and that the trust originally attaching to 415 South Main street also attached to 171- South Main street and that there is no traceable connection between these two trust properties and any other property or funds belonging to Mary.
From an examination of the testimony we cannot say that the findings of fact by the trial court above outlined are unwarranted. In the case of Reynolds v. Blaisdell, 23 R. I. 16, it was held that to establish a trust of the character here sought, it was necessary to prove two facts: “First, that the money or consideration paid for the conveyance to the nominal purchaser was the money or property of the claimant; and, secondly, that the claimant, while directing or permitting the conveyance of the legal title to the nominal purchaser, intended to retain the beneficial interest in himself.” The bill in that case was dismissed because the proofs failed to bring the case within the scope of the above requirements.
We think that there is testimony in the case at bar showing, that the complainant contributed one-half of the money for the original purchase of the estate 415 South Main street and that he intended to retain his interest therein.
The respondents have discussed both in brief and argument the question of the validity of the marriage between Mary and the complainant.
The decree of the Superior Court, from which the respondents have appealedj establishes a trust in favor of the complainant in the two estates, 415 and 171 South Main street. The question as to whether the contributions of the complainant made after marriage were contributions made to the “common pot” so-called, or to the wife in trust to be invested for his benefit is not covered by the appeal and is not therefore before us for consideration. The question now is, was the Superior Court in error in impressing a trust upon the two estates mentioned? The moneys of the complainant *117 which he claims went into these estates were turned over to Mary before, and under an agreement between them which preceded, the marriage. In this view we fail to see how any determination as to the legality of the marriage would be of any importanca in the consideration of matters occurring prior thereto.
We think that the testimony is sufficient to sustain the finding that the complainant’s money went toward the purchase of a definite, one-half interest in the estate 415 South Main street, and that the profits arising from that property viere applied to the purchase of the other estate 171 South Main street, whereby the rights of the complainant were extended and became attached to the latter estate.
The respondents’ appeal is dismissed, the decree of the Superior Court is affirmed and the cause is remanded to said court for further proceedings. ■
Reference
- Full Case Name
- George Cetenich vs. Sarah Jane Fuvich Et Al.
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- 10 cases
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- Published