Burnett v. Williams

83 N.E.2d 6, 323 Mass. 517, 1948 Mass. LEXIS 644
CourtMassachusetts Supreme Judicial Court
DecidedDecember 9, 1948
StatusPublished
Cited by7 cases

This text of 83 N.E.2d 6 (Burnett v. Williams) 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
Burnett v. Williams, 83 N.E.2d 6, 323 Mass. 517, 1948 Mass. LEXIS 644 (Mass. 1948).

Opinion

Lummus, J.

Mary C. Stoddard, now Mary C. Williams, married Dr. Herbert U. Williams in 1909, and lived with him in Buffalo, New York, until 1922, when she was committed to the Buffalo State Hospital as an insane person. They had no children. On October 18, 1922, her husband was appointed by the Supreme Court of New York a “committee of the person and estate” of his insane wife.

Annie C. Stoddard, the mother of Mary C. Williams, lived in Plymouth. By arrangement with Mrs. Stoddard and her daughter, Ellen J. Stoddard, now Ellen J. Burnett, Dr. Williams permitted his ward to come to Massachusetts in their care. She was placed in Ring’s Sanatorium in Arlington, and later in the Brattleboro Retreat in Brattleboro, Vermont. In August, 1939, she was transferred to a State institution in Foxboro, Massachusetts, where she has remained.

Annie C. Stoddard died on March 18, 1928, leaving a will and one codicil. After payment of her debts, funeral charges, and expenses of administration, she left all her estate to three trustees, one of whom was Ellen J. Stoddard, “to hold in trust for the benefit of my three daughters, Mary C. Williams, Elizabeth F. Stoddard [who also was insane, and has since died without issue], and the said Ellen J. [519]*519Stoddard, during their lives, the income thereof to be equally divided and expended for the benefit of my said three daughters, and I hereby also give my said trustees full power and authority to expend, if in their opinion it is necessary, the principal as well as the income of my said trust estate for the comfortable care and for the living expenses of my said daughters, provided the amount of income and principal expended shall be divided and used in equal portions for my said children, leaving the question of how much shall be expended for their benefit wholly to the discretion of my said trustees. . . . And I leave the whole question of what my three daughters may need for their support, and whether any of my real and personal property shall be sold or mortgaged by my said trustees to their judgment and discretion, it being my intention and will that my said daughters shall receive their support and care so far as needed from my estate.” As the daughters should die, the survivors and the survivor were to receive the benefit of the trust estate. Upon the death of the last survivor of the three daughters, the trust was to end, and the whole estate was to pass to James H. Farris, the nephew of the testatrix, in fee simple, if living, and if not living to other persons. The will and codicil were allowed by the Probate Court in Plymouth County on June 11, 1928.

On May 14, 1928, Dr. Williams was appointed guardian of his wife Mary C. Williams in Plymouth County. He remained such guardian until he died at Buffalo on December 8, 1938. He left a gross estate of more than $70,000, and by his will he left nothing to his wife. There was uncontradicted evidence that his income in 1928, when he became guardian, was $4,000 a year as teacher in the University of Buffalo Medical School, and $1,500 to $2,000 as income from investments. He retired as teacher in 1934, and thereafter his income consisted of a pension of $2,000 a year, and income from investments of $1,000 to .$1,200. He had no private practice. On January 30, 1939, his will was proved by the surrogate in Erie County, New York, and Emily M. Williams, his niece, was appointed executrix. After the death of Dr. Williams, Ellen J. Burnett, formerly [520]*520Ellen J. Stoddard, was appointed in Massachusetts his successor as guardian of Mary C. Williams, and still holds-that office.

The inventory of Dr. Williams as guardian of Mary C. Williams, filed on April 23, 1929, shows personal estate of $1,000, and nothing else. The personal estate shown by the inventory consisted of household furniture. After the death of the guardian that personal estate was transferred to Ellen J. Burnett, the new guardian. Ten accounts were filed by Dr. Williams as guardian, covering the period from his appointment on May 14, 1928, to May 14, 1938. His only receipts consisted of more than $20,000 received from the trustees under the will of Annie C. Stoddard, and smaller sums received from the investment of unexpended parts thereof in his hands. From those funds he spent nearly $15,000 for the care and maintenance of Mary C. Williams. Of the payments received from the trustees under the will of Annie C. Stoddard he had left on May 14, 1938, investments amounting to $6,233.35.

Ellen J. Burnett assented to the allowance of those ten accounts. On May 31, 1938, another person was appointed "guardian ad litem or next friend” for Mary C. Williams. It does not appear that any notice was given to her personally. The guardian ad litem or next friend assented to the allowance of those ten accounts on June 27, 1938, and on July 12, 1938, the Probate Court entered a decree allowing them.

On May 27, 1946, Ellen J. Burnett, the succeeding guardian of Mary C. Williams, filed a petition to vacate the decree allowing said ten accounts and to reopen said accounts, on the ground that Dr. Williams had applied the funds to the care and maintenance of Mary C. Williams without first obtaining the consent or approval of the Probate Court, in violation of G. L. (Ter. Ed.) c. 201, §. 25, and on the ground that the accounts were allowed without notice to the ward, and that without such notice no guardian ad litem could lawfully be appointed. On March 17, 1947, the Probate Court vacated and revoked the decree of July 12, 1.938, "as to the ward,” the said Mary C. Williams.

[521]*521It was held in Waitt v. Harvey, 312 Mass. 384 (the second case), that service of notice upon the accounts of the guardian of a spendthrift must be made upon the ward personally and that in the absence of such notice the accounts were properly reopened. This court said (page 397), “In the instant case the petitioner [ward] had no notice of the proceedings for allowance of the last four accounts and, therefore, was not before the court in the proceedings, and we think that until he had due notice thereof the judge was without authority to appoint a guardian ad litem to represent him.” This is in accord with the general chancery practice. Taylor v. Lovering, 171 Mass. 303, 305. And in Anagnostopoulos v. Anagnostopoulos, 307 Mass. 493, 494, 495, a proceeding in a Probate Court to permit a guardian to transfer certain stock to himself, it was said that the ward “even though insane was entitled to notice/’ even though a guardian ad litem is appointed. For these reasons there was no error in the decree of March 17, 1947, revoking the decree of July 12, 1938. See also Young v. Tudor, ante, 508.

The eleventh and final account of Dr. Williams as guardian was filed after his death by Emily M. Williams, the executrix of his will. Included in the payments was $826.06 paid to the Brattleboro Retreat for the care and maintenance of the ward. On March 17, 1947, those payments were ratified and confirmed by the Probate Court, and the final account was allowed. Ellen J. Burnett as the new guardian of Mary C. Williams, and Thomas W. Prince, appointed guardian ad litem for her in the matter of said final account, appealed from the decree of March 17, 1947.

By a second decree dated March 17,1947, payments made by Dr. Williams as guardian for the care and maintenance of Mary C.

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Cite This Page — Counsel Stack

Bluebook (online)
83 N.E.2d 6, 323 Mass. 517, 1948 Mass. LEXIS 644, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burnett-v-williams-mass-1948.