Briggs v. Weston

2 N.E.2d 466, 294 Mass. 452, 1936 Mass. LEXIS 1238
CourtMassachusetts Supreme Judicial Court
DecidedMay 27, 1936
StatusPublished
Cited by15 cases

This text of 2 N.E.2d 466 (Briggs v. Weston) 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
Briggs v. Weston, 2 N.E.2d 466, 294 Mass. 452, 1936 Mass. LEXIS 1238 (Mass. 1936).

Opinion

Field, J.

The probate of an instrument dated April 18, 1934, purporting to be the will of Helen A. Huntington, late of Amesbury, who died April 23, 1934, in which George L. Briggs is named as executor, is contested by the sole heir at law and next of kin of the deceased and other persons named as legatees in an instrument dated December 10, 1920, also purporting to be the will of the deceased. See Crowell v. Davis, 233 Mass. 136. On motion of the contestants the probate judge framed issues for trial by jury relating to soundness of mind of the deceased and to fraud or undue influence of "George L. Briggs and A. Lester Rundlett or any of them exercised” upon the deceased. No issue relating to execution of the will was framed. George L. Briggs and A. Lester Rundlett appealed from the order.

In the claim of appeal both George L. Briggs and A. Lester Rundlett are described as executors. But A. Lester Rundlett is not named in the instrument offered for probate as an executor. He is named therein as a legatee. No contention, however, is made that by reason of these circumstances the appeal is not properly before us. See Old Colony Trust Co. v. Bailey, 202 Mass. 283, 290-291. At any rate, George L. Briggs was a “person aggrieved” by the order framing issues and had a right to appeal therefrom. See G. L. (Ter. Ed.) c. 215, § 9.

The case was heard in the Probate Court on statements by counsel of expected evidence. Statements were made not only by counsel for the contestants in support of the motion, but also by counsel for the proponent in opposition thereto, See Smith v. Patterson, 286 Mass. 356; 358.

[454]*454Issues for trial by jury on a petition for prdbate of a will are not to be framed in the Probate Court unless it appears from statements by counsel of expected evidence or otherwise that there is “a genuine question of fact supported by evidence of such substantial nature as to afford ground for reasonable expectation of a result favorable to the party requesting the framing of issues.” Smith v. Patterson, 286 Mass. 356, 358-359. And on appeal this court reviews the entire case. But even where, as here, the case was heard on statements by counsel of expected evidence, this court, by reason of the element of discretion involved, gives to the decision of the probate judge the weight to which it is entitled in the light of the whole record. Clark v. McNeil, 246 Mass. 250, 254-256. Cranston v. Hallock, 281 Mass. 182, 184. Crosby v. Tracy, 290 Mass. 46, 48.

The deceased at the time of her death was fifty-six years old. She was unmarried. Her sole next of kin and heir at law was an uncle living in New Hampshire. The instrument offered for probate, though dated April 18, 1934, was in fact' signed on April 19, 1934. It is in writing on a printed form. By it the sum of $10,000 is given to George L. Briggs in trust to pay the income thereof to the uncle of the deceased for his maintenance and support, and to use the principal for such purpose if the trustee deemed it necessary and ad-' visable, and upon the decease of said uncle to pay the principal remaining to the residuary legatees, to be equally divided between them. A life interest in real estate in New Hampshire is given to the uncle. The sum of $5,000 is given to A. Lester Rundlett in trust to apply the income thereof to the education of his daughter, Joanne Rundlett, and to pay the principal thereof to this daughter when she attains the age of twenty-one years. The deceased's automobile is given to A. Lester Rundlett and her furs to “Onie Finnegan.” After provisions for perpetual care of a cemetery lot and headstone the residue of the estate is given to George L. Briggs and A. Lester Rundlett to be divided equally between them. The estate of the deceased exceeds $60,000 in amount. George L. Briggs, named in the instrument offered for probate as the executor and a residuary legatee, was named as [455]*455one of the executors in the instrument of earlier date. For some time the deceased had relied on him in matters affecting her property in. Amesbury. A. Lester Rundlett, the other residuary legatee, had been the deceased’s chauffeur for about four years immediately prior to her death.

1. It was not error to frame an issue relating to the soundness of mind of the deceased.

The ground for the contestants’ contention that the deceased was not of sound mind when the alleged will was signed is that she then had a brain tumor, for the removal of which an operation was performed on the morning of April 20, 1934. The deceased never recovered consciousness and died about two o’clock on the morning of April 23, 1934. The surgeon who performed the operation would testify that the tumor “involved the right side of the brain on the frontal and temporal region,” that it “was incorporated in the brain substance” and “was about the size of a goose egg,” that “the condition was fundamentally inoperative, and that it, the tumor, could not be removed, because it was so large.” The physical condition of the deceased at the time she signed the alleged will awakens caution to see “if mental capacity is impaired or gone” (Whitney v. Twombly, 136 Mass. 145, 147, 148, Old Colony Trust Co. v. Whitney, 269 Mass. 519, 523), but the existence of the brain tumor, as described, would not raise a genuine question of fact as to impairment of the mental capacity of the deceased without further evidence of her conduct indicating such impairment, or medical testimony to the effect on mental capacity of such a tumor.

Apart from expected testimony of the deceased’s family physician for nearly forty years that “she acted strangely in his office” in the fall of 1933, there is no statement of expected evidence tending to show impairment of her mental capacity prior to March 21, 1934. Witnesses, however, would testify to specific instances of strange actions or confused thought on her part on that day and on several other days prior to April 5, 1934. On April 5 the deceased entered the Amesbury Hospital and on April 18 she was transferred by ambulance to the Massachusetts General Hospital in Boston, where she remained until her death. Her family [456]*456physician would testify that upon his return from spending the winter in Florida he took charge of the case and that while she was a patient in the Amesbury Hospital her “mind was confused and on certain other occasions when he asked her how she felt she made no response, but indulged in silly laughter.”

The contestants rely principally on expected evidence, consisting of hospital records, testimony of a nurse who cared for the deceased and was a witness to the will, testimony of a resident pathologist at the hospital in Boston, and opinions of two experts in mental diseases not based on personal observation of the deceased, and on the disposition of property made by the alleged will. The expected evidence shows specific instances after the deceased first entered the Amesbury hospital of her being “drowsy” or “sleepy,” and while in the hospital in Boston being “increasingly drowsy and sleepy,” of her being “confused,” showing “poor memory,”- being “incoherent in her speech,” failing to know where she was and thinking she was at home, and failing to recognize a friend of long standing.

The alleged will was signed by the deceased at some time late in the afternoon of April 19 while she was bolstered up in bed. She said nothing.

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Bluebook (online)
2 N.E.2d 466, 294 Mass. 452, 1936 Mass. LEXIS 1238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/briggs-v-weston-mass-1936.