Blinn v. Pillsbury

147 N.E. 674, 252 Mass. 197, 1925 Mass. LEXIS 1123
CourtMassachusetts Supreme Judicial Court
DecidedApril 18, 1925
StatusPublished
Cited by5 cases

This text of 147 N.E. 674 (Blinn v. Pillsbury) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blinn v. Pillsbury, 147 N.E. 674, 252 Mass. 197, 1925 Mass. LEXIS 1123 (Mass. 1925).

Opinion

Braley, J.

Lucinda E. Shaw, the wife of Charles N. Shaw, died December 25, 1923, without surviving issue, leaving a will dated December 17, 1923, in which the petitioner is named as executor. Her husband died March 5, 1924, also leaving a will, the admission of which to probate is contested. Angell v. Lighthipe, 251 Mass. 525. The petition for the establishment of the wife’s will was not filed until after her husband’s death, when, the respondents having appeared to oppose its allowance, a special administrator [200]*200was appointed. The inventory filed by him shows personal property of the value of $413,236.68, of which amount Charles N. Shaw claimed to be entitled to $270,291.33, the appraised value of certain stocks and bonds which were his own property wrongfully appropriated by his wife. A suit in equity has been brought to recover this property, which is still pending, and, unless it is successful, and the securities are surrendered, his estate, of which the respondent Pillsbury is the special administrator, is insolvent. Her real property was valued at $103,000, and if she had died intestate Charles N. Shaw would have inherited her entire estate. G. L. c. 190, § 1. Yerxa v. Youngman, 241 Mass. 251, 254. If living, he could have contested her will, and, having been so authorized by decree of the court of probate, the parties do not question the right of the special administrator to appear as a contestant. G. L. c. 193, §§ 11, 12. Purcell v. Purcell, 233 Mass. 62, 64.

The respondent Lighthipe, however, the sole heir at law of Charles N. Shaw, contends, that, being a party interested, she should be permitted to join. But the management and conduct of the trial should usually be left in the control of the duly appointed representatives of the estate. If it appears that by reason of conflicting interests one legatee has an interest adverse to another legatee, or if, under the issues as framed, contentions in support of the will are adverse to other contentions that also tend to support a part of it, the court in its discretion may allow parties differently interested to present their respective contentions, or if the special administrator proves incompetent or becomes disqualified he can be removed, or a coadministrator can be appointed. Old Colony Trust Co. v. Bailey, 202 Mass. 283, 290. The respondent Lighthipe was not entitled as of right to participate in the proceedings, and under the rule just stated the disallowance of her petition for issues to a jury presents no question of law. It was discretionary whether the petition should be granted. The dictum to the contrary in Eliot v. Eliot, 10 Allen, 357, 359, was not followed in Old Colony Trust Co. v. Bailey, supra.

But, the court on the special administrator’s petition [201]*201having ordered the following issues for trial by jury, “Was the said Lucinda E. Shaw at the time of the execution of said alleged will of sound mind?” “Was the execution of said alleged will of said Lucinda E. Shaw procured through the fraud or undue influence of Albert W. Myer?” the petitioner appealed to this court. It is his contention that the order should be reversed. G. L. c. 215, §§ 9, 16, 28. The court appointed a stenographer under § 18, referred to in the record as a commissioner to take evidence. But the case was submitted and is before us on conflicting offers of proof. The question is, whether, treating the offers of proof as statements of expected proof, there was evidence on which the issues could be granted by the judge in the exercise of his discretion. Cook v. Mosher, 243 Mass. 149, 152.

The material facts on which the contestant relied were as follows: The testatrix married Charles N. Shaw May 3, 1887, and died December 25, 1923, in the fifty-ninth year of her age. The only issue of the marriage was a child born in early married life, but who died in infancy. During succeeding years Shaw, under the name of Page & Shaw, was a manufacturer of candy, from which business he received a very large income. While the firm in 1912 was incorporated under the name of Page & Shaw, Incorporated, he continued in control of the corporation, and at his direction a certificate for “five hundred shares of the seven per cent preferred stock” was issued to Lucinda Ellen Shaw, and so remained at her death. But most of the common stock was issued to, and was the property of Shaw until he sold it in December, 1917, or January, 1918, for a very large sum of money. He also purchased and had conveyed to his wife residential and other real property amounting in value to “at least $103,000,” of which she died seised. Within two years after marriage they rented a safe deposit box in their joint names, to which each had a key and the right of access without the presence of the other. Shaw purchased and deposited from time to time investment securities of a high grade amounting to $270,000. There were also gold coin and bank bills which he had placed in the box aggregating $10,000, and every item of personal property standing in the [202]*202name of Mrs. Shaw, who had no known blood relatives or next of kin had been deposited by her husband. Shaw however had a cousin from whom he eventually became estranged. By mutual agreement cross wills had been duly executed, each spouse giving to the survivor all of his or her property, and these wills were also kept in the box. In 1908 Mrs. Shaw, notwithstanding his objections, went to the city of New York for the purpose of opening and managing a retail candy store under the name of “Page & Shaw,” and while there she became very friendly with Albert W. Myer one of the beneficiaries named in her will. Upon Shaw’s insistence, and on his payment to her of $18,000, she returned to Boston about 1912 accompanied by Myer, and from that time until her death eleven years later she lived with him either at the residence which Shaw in that year bought and placed in her name, or at a summer home in Maine purchased with his money, which she also owned. The relations between husband and wife had been moderately friendly, but after Myer came they became greatly strained. Shaw retained his legal domicil at the house where he had a room, but did not make it his home, because “there could not be two masters in the one house.” He paid however all the expenses, and was generous in the amount of money which he gave for her personal use, as well as in presents of jewelry, furs and clothing. As time went on Myer’s hostility deepened and his attitude became so pronounced that he refused Shaw admission to the house, and in an argument over the exclusion, Mrs. Shaw supported Myer. A further rehearsal of their marital relations during 1920 and 1921 would only show occasional and unimportant meetings. Mrs. Shaw in 1922, breaking a family custom of many years, refused to have the annual Thanksgiving and Christmas dinner with Mr. Shaw, and in April, 1923, she caused a formal notice to be served on him to quit another house to which he had previously removed when he left the home occupied by her and Myer, title to which also stood in her name, and from that time all direct communication between them ceased. The testatrix continued to live with Myer to whom she referred as her brother, and during the last twelve months [203]*203she saw her friends very infrequently owing to his influence. She did however in 1923 arrange for a secret interview with an old family friend. In the course of the conversation she said that she ‘ ‘ was in deadly fear of Albert W. Myer who had caused her to break away from the . . .

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Bluebook (online)
147 N.E. 674, 252 Mass. 197, 1925 Mass. LEXIS 1123, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blinn-v-pillsbury-mass-1925.