Brady v. Doherty

149 N.E. 198, 253 Mass. 518, 1925 Mass. LEXIS 1267
Massachusetts Supreme Judicial Court·Decided October 23, 1925·Published·Cited by 5 cases

Opinion

Crosby, J.

This case is before us on exceptions taken in the Superior Court at the trial of a single issue to a jury framed on a petition for the allowance of the will of James W. Wixtead, deceased. The issue is as follows: “Was the instrument propounded for probate as the last will of said James W. Wixtead, procured to be made by the fraud or undue influence of K. Helena Wixtead, Julia E. Wixtead, and Mary A. McBride, or any of them exercised upon the said James W. Wixtead ?”

The will was executed January 3, 1912, and the testator died October 12, 1923, leaving as his heirs and next of kin four sisters, the three above mentioned and Margaret W. Doherty, the contestant. The exceptions mainly relate to the exclusion of evidence, the limitation of certain evidence offered by the contestant, and to the refusal by the trial judge to give certain requests for rulings.

The contestant’s exception to the exclusion of testimony to the effect that the testator said he was going to make another will and therein give all his property to his four sisters cannot be sustained. If we assume the evidence was competent, the contestant was not harmed by the ruling.

There was no error in limiting evidence of statements to [521] the testator made by the sisters of the contestant for the purpose of causing hostility and prejudice against her. The trial judge ruled that the evidence was competent only as bearing upon the mental condition of the testator. The truth or falsity of the statements made by the sisters was rightly excluded. The charge upon this evidence was at least sufficiently favorable to the contestant.

The exclusion of testimony offered by the contestant, respecting what her mother (now deceased) told her of a conversation between her sisters Helena and Julia with the testator, was not error. When the evidence was excluded, the judge stated that it might be again offered if later it became competent. As the offer was not renewed, the exception must be overruled.

The offer to prove that the attitude of the sisters toward the testator “was nagging and domineering” was rightly excluded. The trial judge, in excluding the offer, stated in substance that testimony as to what the witness observed or heard her sisters state to their brother would be competent. She was then asked what she observed to be her sisters’ attitude toward her brother. Her answer was “domineering.” This answer, on request of the proponent of the will, was ordered stricken out and the contestant excepted. What the witness observed was admissible, but she could not characterize the conduct of her sisters. It was for the jury, upon testimony of what she saw and heard, to determine whether the conduct of the sisters was or was not domineering. No error is shown by the action of the trial judge in excluding the answer.

Many exceptions were taken to rulings limiting the testimony of the contestant as to the scope and effect of declarations made by the testator to her both before and after the execution of the will; this evidence related to statements of the contestant’s sisters to the testator, that had a tendency to cause hostility and ill feeling on his part'toward her. The contestant offered to prove that the statements were in fact false and were not made in any form of words by her. The trial judge refused to allow her to testify to the truth or falsity of such statements, and ruled in sub[522] stance and effect that the declarations so made were not to be taken by the jury as evidence of the fact that the contestant’s sisters had tried unduly to influence him, but only as tending to show his state of mind — whether it was a mind that was subject to undue influence. At common law the limitation placed upon the evidence by the trial judge was correct; it was in conformity with the rule stated in the leading case of Shailer v. Bumstead, 99 Mass. 112, and many later decisions of this court. In Shailer v. Bumstead it was said by Colt, J. at pages 120, 122, 126: "So it is uniformly held that the previous declarations of the testator, offered to prove the mental facts involved, are competent .... Statements and declarations, when the state of the mind is the fact to be shown, are therefore received as mental acts or conduct. The truth or falsity of the statement is of no consequence. As a narration, it is not received as evidence of the fact stated. It is only to be used as showing what manner of man he is who makes it .... It is difficult to say that declarations offered to establish mental facts of this description are of equal weight, whether occurring before or after the act in question. But, if they are equally significant . . . they are equally competent, and may be quite as influential with the jury. . . . All this evidence, under whatever view it is admitted, is competent only and always to establish the influence and effect of the external acts upon the testator himself; never to prove the actual fact of fraud or improper influence in another.” Hagar v. Norton, 188 Mass. 47, 52. Aldrich v. Aldrich, 215 Mass. 164. Emery v. Emery, 222 Mass. 439. Neill v. Brackett, 234 Mass. 367; S. C. 241 Mass. 534, 537. The limitation upon the testimony of the contestant respecting declarations and statements made by the testator was sufficiently favorable to her within the rule stated in Shailer v. Bumstead, supra, and other cases where that rule has been subsequently applied.

It is the contention of the contestant that if the statements and declarations of the testator were not admissible at common law, they are made so by G. L. c. 233, § 65. Whether that statute is applicable to declarations of a testator where the issue of the validity of his will is involved is an open [523] question in this Commonwealth. It is manifest the rulings were not made on the ground that the judge failed to find that the conditions named in the statute existed, but for the reason that he did not deem it to be applicable. It has been held generally that in actions at law and suits in equity declarations of a deceased person, formerly excluded as hearsay, are admissible under the statute. It applies to written as well as verbal declarations. O’Driscoll v. Lynn & Boston Railroad, 180 Mass. 187. It applies to proceedings under the workman’s compensation act. Pigeon’s Case, 216 Mass. 51. In the last named case it was said at page 56: “ ‘Action’ is here used in its comprehensive sense as meaning the pursuit of a right in a tribunal of justice without regard to the form of procedure.”

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Brady v. Doherty, 149 N.E. 198, 253 Mass. 518, 1925 Mass. LEXIS 1267 (Mass. 1925).

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