Claffey v. Fenelon

161 N.E. 616, 263 Mass. 427, 1928 Mass. LEXIS 1189
CourtMassachusetts Supreme Judicial Court
DecidedMay 24, 1928
StatusPublished
Cited by30 cases

This text of 161 N.E. 616 (Claffey v. Fenelon) 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
Claffey v. Fenelon, 161 N.E. 616, 263 Mass. 427, 1928 Mass. LEXIS 1189 (Mass. 1928).

Opinion

Rugg, C.J.

This case was tried to a jury in the Superior Court on the issue, “Was Patrick C. Fenelon of sound mind at the time of the execution of the instrument which is propounded as bis last will? ” This is the issue as answered by the jury and as framed by the Probate Court. A slightly different and less accurate issue recited in the opening paragraph of the bill of exceptions is controlled by other parts of the record. This issue was correct in form and in substance. It was in accordance with long established practice in the courts as declared in Fuller v. Sylvia, 240 Mass. 49, 54, where the customary forms of issues in will cases are set forth. It conformed to the standard of testamentary capacity fixed by G. L. c. 191, § 1. McLoughlin v. Sheehan, 250 Mass. 132, [430]*430137. Nothing that was said in Taylor v. Creeley, 257 Mass. 21, 29, was intended to be at variance with this settled usage or to suggest any variation from the issues in use before 1919 "in accordance with the practice established by the supreme judicial court.” St. 1919, c. 274, § 7, now G. L. c. 215, § 16.

The instrument offered for probate as the last will and testament of the decedent was executed in March, 1918. He died in December, 1922. By the terms of that instrument the wife, son and daughter of the decedent were not given anything. Most of his estate was distributed among more or less remote collateral kindred.

The request of the proponents of the will that the jury be directed to answer the question in the affirmative was denied rightly. The burden of proof was upon the proponents of the will to satisfy the jury by a fair preponderance of the evidence that the deceased was of sound mind at the time of the execution of the instrument. In this class of cases, as in the great majority of cases where the burden of proof depends upon the weight to be given to oral testimony, it rarely can be ruled as matter of law that that burden has been sustained. Lockhart v. Ferguson, 243 Mass. 226, 228. McDonough v. Metropolitan Life Ins. Co. 228 Mass. 450, 452, 453, and cases there collected. Gold v. Spector, 247 Mass. 110. Although there are instances where the facts, in the light of the presumption of sanity, do not raise a disputed question of fact and the court can and ought to rule as matter of law, Johnson v. Jenks, 253 Mass. 25, Johnson v. Talbot, 255 Mass. 155, 158, Taylor v. Creeley, 257 Mass. 21, nevertheless these are exceptional and do not.affect.the general rule.

There was testimony from experts on mental diseases who had examined the decedent during his life on several occasions. On their testimony a finding would have been warranted to the effect that the deceased was so obsessed with certain ideas and had carried them to such excess that they became delusions; that he was suffering from “a paranoid condition”; that he harbored many illusions as to his family, as to the hospital where he was under restraint for a time, and as to the physicians in charge of him; that he was insane and that the form of insanity from which he suffered [431]*431was incurable. There was much testimony as to his delusions respecting his wife and family, which need not be narrated. The observations of these experts concerning the decedent ceased between two and three years prior, to the execution of the alleged will; but, upon their testimony as to the incurable nature of the mental disorder with which he was afflicted, the inference would be justified that he continued to be in the same or no better mental condition until after the date when the instrument was signed. Requests for instructions numbered 2 to 7 inclusive, to the effect that there was no fevidence that he was of unsound mind during several specified years,

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Bluebook (online)
161 N.E. 616, 263 Mass. 427, 1928 Mass. LEXIS 1189, Counsel Stack Legal Research, https://law.counselstack.com/opinion/claffey-v-fenelon-mass-1928.