Cleaves v. Kenney

63 F.2d 682, 1933 U.S. App. LEXIS 3529
CourtCourt of Appeals for the First Circuit
DecidedFebruary 18, 1933
DocketNo. 2764
StatusPublished
Cited by2 cases

This text of 63 F.2d 682 (Cleaves v. Kenney) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cleaves v. Kenney, 63 F.2d 682, 1933 U.S. App. LEXIS 3529 (1st Cir. 1933).

Opinions

WILSON, Circuit Judge.

This is an - appeal from a judgment of the District Court of Massachusetts in an action at law to recover damages for an alleged breach of a contract to destroy a will in order that the appellee might inherit the entire estate of the testatrix, Ada M. Perry-

The appellee was the niece of Mrs. Perry, and formerly resided in Kansas with her father and mother, who was a sister of Mrs. Perry.

Mrs. Perry was first strongly attracted to the appellee, then Viola Riggs, on a visit to her parents in 1910. In 1912, following the graduation of the appellee from high school, Mrs. Perry urged her niece to come East with her. In 1919' -the appellee visit- ' ed her aunt at Rockpoit, Mass., during which visit Mrs. Perry suggested that, if the appellee would stay with her, she (Mrs. Perry), would provide that at her death the hulk of her estate should go to the appellee.

In 1920, at Mrs. Perry’s invitation, the appellee and her father and mother spent the winter with Mrs. Perry, and during this time Mrs. Perry made a will in favor of the appellee. In the spring of 1921 the appellee and her father and mother returned to Kansas, where her father died in 1923.

Again Mrs. Perry urged her nieee to come and live with her, but, as she was then married and her mother ill, she refused. In April, 1925, the appellee’s mother having died, Mrs. Perry again urged the appellee and her husband to come and .live with her, and wrote Mr. Kenney, addressing him as her “Dear Son,” and saying: “What I have will be for you and Vi, except which I want for my own comfort,” and signing hex-self, “Mother.”

Soon after receiving this letter, the appellee and her husband wound up their affairs in Kansas and came to Roekport to live with Mrs. Perry, and in October, 1925, Mrs. Pei-ry made a new will, giving to hex-, nieee all hex- property, excepting a few small be^ quests, and with Mr. Kenney’s consent, by legal proceedings, adopted her nieee as hex-own daughter.

Dux-ing the two- following years Mx\ Kenney accepted a position in the Department of Justice and was assigned to Florida, aixd later to Mississippi. Mrs. Kenney and Mrs. Perry spent some of the time in Massachusetts and some of the time in the South with Mr. Kemxey.

Perhaps indicative of her advancing years, Mrs. Perry experienced many ehaixges of mind as to their place of abode and the disposition of the property, though her fondness for her nieee does not seem to have abated. Her letters during all this period contained many expressions of affection for both Mrs. Kenney and her husband, and of the hope that arrangements eoxdd be made that they might all live together.

Steps were taken in 1927 to secure Mr. Kenney’s transfer to Massachusetts. At this time Mrs. Perry suggested that she would put her real estate in the joint names of herself and the appellee, but, before it was accomplished, again changed her mind.

[683]*683Feeling that Mrs. Perry might never, owing to her ehangeablencss of mind, carry out her expressed intent of leaving her entire property to the appellee, Mr. Kenney canceled his plans to come to Massachusetts, and Mrs. Kenney went to Pennsylvania to earn money, both having apparently given up-hope at this time of receiving any competence from the adoptive mother.

Mrs. Perry, however, was not content, and again besought Mrs. Kenney to come back to her, and stating she would immediately on her arrival deed her house to her, and wrote Mr. Kenney, urging him to prevail on her “dear daughter,” as slie termed her, to return to her, saying:

“I want you and Vi to have all I have and I know you will not get it if I do not have things fixed so that they will be yours. Send my dear daughter to me.”

In response to this request, and relying on these assurances, Mrs. Kenney again, returned to Rockpo-rt to live, and in October, 1927, a deed of Mrs. Perry’s real estate in Rock-port and in Boston, and constituting the bulk of her property, was executed, conveying to Mrs. Perry and Mrs. Kenney the property as joint tenants.

From this time until September, 1928, Mrs. Kenney lived at Rockpo-rt, except for occasional visits with her husband in Florida. During the spring or summer of 1928, other more remote relatives and friends apparently created in Mrs. Perry’s mind dissatisfaction with the then conditions.

As a result, Mrs. Perry in June, 1928, requested that Mrs. Kenney reconvey the real estate recently conveyed to her as joint tenant. In connection with this request, the appellee testified in substance that, when Mrs. Perry demanded a reconveyance of the real estate and there was talk of calling her counsel in, Mrs. Kenney said to her that, if her (Mrs. Perry’s) attorney should say, as Mrs. Kenney believed ho would, that Mrs. Perry had no legal right to compel a reconveyance of the real estate, she would willingly deed it back and leave Mrs. Perry for all time. Mrs. Perry assured the plaintiff that her only purpose and desire was to he able to show her relatives and neighbors that she was still able to care for her own property, and that, if she (Mrs. Kenney) would reconvoy the real estate without publicity, she (Mrs. Perry) would thereafter destroy her will and codicil so that Mrs. Kenney, who was her only heir, would inherit all her estate; that Mrs. Kenney would thereby receive more than she would by retaining the title to the real estate; that in consideration of this promise, and relying thereon, Mrs. Kenney consented to execute a deed transferring her interest as joint tenant to Mrs. Perry.

As indicating an intent to carry out her promise, Mrs. Perry later requested Mrs. Kenney to see that one Alton Munsoy have from her estate the sum of $-1,000 to- complete his education, provided Mrs. Perry did not give it to him before she died.

Mrs. Perry, however, did not carry out the agreement to destroy her will, but on the contrary on March 1,19-29, while ill and about a month before her death, executed another codicil to her will made in October, 19-25, which she had never destroyed, leaving Mrs. Kenney but $200.

While Mrs. Kenney, following Mrs. Perry’s death, at first demanded that a sum be paid her for services, after consulting an attorney as to her rights, brought this action based on a breach of the alleged agreement in the sum of 1928, viz. that, if Mrs. Kenney would deed back the real estate to Mrs. Perry, she (Mrs. Perry) would destroy her will, so that Mrs. Kenney would inherit all her property.

Trial by jury was waived. The District Court found that up to the time of the recon - voyanee of the real estate in June, 1928-, the facts were not open to serious controversy, showing clearly that at all times the proposal for Mrs. Kenney to live with Mrs. Perry and receive her property was that of Mrs.. Perry and not that of Mrs. Kenney or her husband.

The District Court also found that, while at times there was some friction between them, due apparently to Mrs. Kenney’s physical condition and Mrs. Perry’s advancing years-, it was always overlooked, and Mrs. Perry’s protests of affection and a desire for her adopted daughter to- have her property continued up to the winter of 1928; that during the winter prior to her death in April at the advanced ago of eighty-six, and while Mrs. Kenney was in the South, there were other influences at work on Mrs. Perry that resulted in her failing to- carry out her agreement and in practically disinheriting her adopted daughter.

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Bluebook (online)
63 F.2d 682, 1933 U.S. App. LEXIS 3529, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cleaves-v-kenney-ca1-1933.