Latham v. Father Devine
299 N.Y. 22, 85 N.E.2d 168 (1949)
Lyon was a follower of the
cult leader, Father Devine. She died, leaving almost all her money to
cult members.
Her first cousin Latham, and
other relatives, contested the will, citing fraud.
Latham testified that Lyon
had expressed a desire to change her will and leave the money to the
relatives. However, she was prevented from doing so by the cult members.
Latham further argued that the
cult had Lyon killed in order to get the money.
Latham and the other
plaintiffs were not in line to get anything if the will was thrown out
and intestate succession applied.
Hey would only get $$$ if the courts found that the will Lyon intended to make was valid!
Latham et. al. were distributees, not heirs.
The Trial Court dismissed
Latham's claim. Latham appealed.
By the time Latham et. al.
made their claim, the will had already been probated, so the Trial Court
felt that it was too late to do anything about it.
The Appellate Court affirmed,
Latham appealed.
The New York Supreme Court
reversed
The New York Supreme Court
found that Devine held a constructive trust in favor of Latham.
The Restatement of the
Law of Restitution, says if devisee
under an already executed will prevents the testator by
fraud (duress, or undue influence) from revoking the will and executing
a new will in favor of another or from making a codicil, so that the testator dies w/ the original will in place, the
devisee holds the property in constructive trust for the intended devisee.
The idea is that the first
will was completely valid, so they courts can't overturn that. They also
can't say that the intended will is invalid because it doesn't meet the
legal requirements to be a will. However, equity and justice demand that
Latham gets the property, so the constructive trust defeats the fraud, by leaving the will valid,
but essentially taking the property away from the person perpetrating the
fraud.