Duncan v. Huffam
Duncan v. Huffam
Opinion of the Court
Three appeals are before the court. The first is from an order of a judge of probate, denying a motion for the framing of issues for a trial by jury concerning an instrument dated March 16, 1933, offered for probate as the last will and testament of Archibald M. Robertson, late of Boston. The proposed issues which are argued relate to the soundness of mind of the decedent and to undue influence. The case was heard on statements made by counsel
The principles of law which govern in cases where it is sought to have jury issues framed need not be restated. See Fuller v. Sylvia, 240 Mass. 49, 53; Cranston v. Hallock, 281 Mass. 182, 183, 184, and cases cited; Smith v. Patterson, 286 Mass. 356; Terry v. King, 286 Mass. 598.
The instrument which was offered for probate was executed on March 16, 1933. The decedent died on May 25, 1937, at the age of eighty-six. His wife died in April, 1932, and their only child died in his early childhood. The decedent came to this country when a young man and opened a small dry goods store in Roxbury, with capital derived from his savings. For a time he was not only proprietor but also the only clerk. Later on he opened another store in South Boston. In the early 1880’s he brought here from Scotland his wife’s niece, Catherine Duncan, one of the principal beneficiaries under the instrument offered for probate. She never married and worked for years in the decedent’s stores. From statements of counsel it could be found that her work was arduous and that her hours of labor were long; and that the decedent had repeatedly said that he owed a large part of his fortune to her. The store in Roxbury was sold in 1909 or 1910, and Catherine Duncan seems to have returned to Scotland in about 1915 when her sister Margaret, who had
The decedent was survived by the unmarried brother, who was given $10,000 by the instrument; seven children of the deceased sister, Christina Huff am, to five of whom legacies of $5,000 each were given and to the remaining two, legacies of $1,000; and three children of a deceased brother, to each of whom a legacy of $2,000 was given. These last three children are not contestants. The instrument contains legacies for all the heirs at law with the exception of a grandniece who lives in London. In addition, legacies of $1,000 each were given to a cousin, niece and two nephews of his deceased wife, and one of $2,000 to a former employee. The estate is inventoried at about $330,000.
The contestants assert that the decedent.was of unsound mind. The statements of counsel for the contestants contain many references to the physical and mental condition of the decedent from 1930 to the time of his death. The causes of his death were those that are not unusual in persons of advanced age and all of them are related to the wearing out of his heart. Although it is asserted that he began to be troubled in .1930 and that his heart condition developed progressively until his death in 1937, yet it also appears from statements in behalf of the contestants themselves that the decedent went about,-’was interested in the
Upon the question of undue influence, alleged to have been exercised by Catherine and Daniel Duncan, we are of the opinion that the judge was not required to frame an issue. Statements are attributed to the decedent which tend to indicate his fondness for the Huff am family and a lack of intention to remember the Duncans in his will. Catherine Duncan lived with the decedent from the time of their return from Scotland in October, 1932, until his death, and some of the statements of counsel indicate that she rarely left him alone when any of his relatives came to see him and that at times he appeared to follow, if not obey, directions that she gave. On the other hand, there were statements that in previous wills some of the Huff am children and the surviving brother had been provided for in much the same manner as in the contested instrument; that on the day the instrument was executed, the decedent went alone from his home to the attorney's office and that the decedent was a “shrewd, sound, sober, stubborn, hardheaded, honest Scotchman” over whom there was “no dominion of either a mental or physical nature.” In this instance it is not necessary to recite in detail all of the expected testimony. It is doubtful if it goes beyond the point of mere opportunity to exercise undue influence, which is not enough. See Johnson v. Loring, 267 Mass. 310. The decision of the probate judge, in whom there is vested an element of discretion, is entitled to some weight. Bemis v. Andrews, 280 Mass. 409. See Clark v. McNeil, 246 Mass. 250, 255. It cannot be said that the denial of the motion for jury issue on the ground of undue influence was error.
The appeal from the order of the judge denying and dismissing the petition of the contestants that certain persons
There remains for consideration the appeal from the order of the judge denying and dismissing the contestants’ petition that the order denying the motion for jury issues be vacated; that the motion for jury issues be reheard; and that, at such rehearing, the contestants be permitted to introduce in evidence all former wills or copies thereof. From the record it appears that at the hearing on this petition, which was held with the hearing on the petition just referred to, the judge not only heard the parties and witnesses but also took the transcript of testimony of the hearing on the motion for jury issues and the copies of the four wills, with the statement, “I will read the testimony over again and look at these other wills and see what I can do.” A week later his order denying and dismissing the petition was entered. The petition was addressed to the discretion of the judge and, in the circumstances disclosed, his disposition of it cannot be said to have been erroneous. Macomber v. King, 288 Mass. 381, 383, and cases cited. O’Reilly v. O’Reilly, 293 Mass. 332.
Order denying motion for jury issues affirmed.
Order denying and dismissing petition to vacate order and for rehearing affirmed.
Order denying and dismissing petition to examine certain persons and for delivery of wills into court affirmed.
Reference
- Full Case Name
- Catherine Duncan & another v. Edwin R. Huffam & others
- Status
- Published