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Pope
v. Garrett, 147
Tex. 18 (1948)
Author: Anonymous
Facts: Some days before
dying, a neighbor was summoned to prepare a will leaving all property to a
friend, Pl Garrett. That will was read aloud before witnesses and some family
members, and after the instrument was read, the testatrix declared it to be her
last will. As she prepared to sign it, Df-heirs Jones and Smith, by physical
force or disturbance, prevented her from do so. She suffered a hemorrhage,
slipped into a coma and died intestate days later.
Issue: Whether a
constructive trust should be impressed in favor of the Pl, Garrett, and if so,
should that trust extend to the interests of the heirs who had no part in the
wrongful acts?
Holding: A constructive
trust should be impressed in favor of the Plaintiff on all interests of all the
heirs whether they participated or not.
Procedure: Jury judgment
awarding Pl title to the whole property. Ct of Civil App affirmed judgment in
part, but reversed holding innocent heirs could not be impressed with the trust
where they had not participated. Tx. S. Ct. Reversed Ct App and reinstated
trial ct.
Rule: If one person obtains
legal title to property, not only by fraud, or by violation of confidence of
fiduciary relations, but in any other unconscientious manner, so that he cannot
equitably retain the property which really belongs to another, equity carries
out its theory of a double ownership, equitable and legal, by impressing a
constructive trust on the property in favor of the one who is in good conscience
entitle to it, and who is considered in equity as the beneficial owner.
Rationale: Under the
findings of the jury, title would have passed to the Pl absent the acts of
violence. It is generally held that the constructive trust is not within statue
of descent and distribution, statue of frauds, statute of wills, or is an
exception to them. It is the creature of equity. It is imposed irrespective of
and contrary to the intention of the parties, so that a statute enacted for the
purpose of preventing fraud may not be used to perpetrate or protect a fraud.
Pl does not acquire title through the will. Statute of descent and distribution
is untouched. Legal title passed to the heirs when the deceased died intestate,
but equity determines that the holder of title resulting from wrongdoing
impresses a trust on the property in favor of the one entitled to title in good
conscience. The majority of jurisdictions and policy dictate that a
constructive trust seeks to avoid unjust enrichment, therefore it is impressed
upon all heirs in order that complete justice be done.
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