Daly v. Hussey

174 N.E. 916, 275 Mass. 28, 1931 Mass. LEXIS 1302
CourtMassachusetts Supreme Judicial Court
DecidedFebruary 27, 1931
StatusPublished
Cited by21 cases

This text of 174 N.E. 916 (Daly v. Hussey) 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
Daly v. Hussey, 174 N.E. 916, 275 Mass. 28, 1931 Mass. LEXIS 1302 (Mass. 1931).

Opinion

Pierce, J.

This is an appeal to this court by the respondents in a petition, filed in the Probate Court, for the proof of the will of Mary J. Hussey, late of Cambridge, Massachusetts, from an order of a judge of the Probate Court denying their motion that issues be framed for a jury: (1) as to the execution of the will, and (2) as to the testamentary capacity of the decedent. The first ground is waived ” and was not argued.

It is settled law in this Commonwealth that a person of pathologically unsound mind may possess testamentary capacity at any given time and lack it at all other times. May v. Bradlee, 127 Mass. 414. Taylor v. Creeley, 257 Mass. 21, 29. Whenever the issue of testamentary capacity is raised, the dominant question is: At the time the will was executed could the decedent recall to his mind not only the nature and the amount of his property but also those persons who, to use a common phrase, had claim on him? Banks v. Goodfellow, L. R. 5 Q. B. 549. Or, to quote from Whitney v. Twombly, 136 Mass. 145, at page 147: Had the decedent the ability “ to understand, and carry in her mind, in a general way, the nature and situation of her property, and her relations to those persons who are about her; to those who would naturally have some claim to her remembrance; to those persons in whom, and those things in which, she has been mostly interested . . . the nature of the act she was doing, . . . and free from any delusion which was the effect of disease, and which would or might lead her to dispose of her property otherwise than she would have done if she had known and understood correctly what she was doing”? Under the rule formulated in Fuller v. Sylvia, 240 Mass. 49, 53, on the appeal of the contestants from the order denying their motion, on the evidence of facts offered to be proved, to frame a jury issue upon the question of the decedent’s testamentary capacity on February 8, 1930, the question [30]*30which is before this court is: Do such facts if proved “.present a real question proper for judicial inquiry,” or is “the opposition to the will . . . entirely unfounded in law, resting on the disappointment or anger of a dissatisfied heir, or on his hope, by threatening trouble and expense to the estate, to induce the legatees to buy a settlement ”?

Having in mind the above stated governing rules as to the right of appeal in this class of probate appeals, and to the definition of testamentary capacity above quoted, we proceed to state, in substance, the evidence which was before the Probate Court in the form of an offer to prove facts and deal with the whole case, including questions of fact as well as of law, giving to the decision of the probate judge the weight to which it seems to be entitled in the light of the whole record. Clark v. McNeil, 246 Mass. 250, 256. Wilbar v. Diamond, 249 Mass. 568, 573. Crockett v. Snow, 258 Mass. 133.

The facts offered to be proved disclose that the decedent was born in Ireland, and died in Cambridge, Massachusetts, on March 3, 1930, at the age of sixty-seven. She never married. Her immediate family consisted of an unmarried sister of the whole blood, named Bridget, who is one of the contestants, a married sister, Julia Reardon, of the half blood, the other contestant, a brother of the half blood, two nieces, a nephew and a number of cousins of varying degrees. The decedent had lived in this country since 'she was five years old. She did domestic work all her life with the exception of a few years during which she maintained a small variety store, in Cambridge. About the year 1924, she purchased some real estate in Cambridge, and subsequently sold it at a profit of $20,000 to $25,000. Her will was executed on February 8, 1930, her estate consisting of about $40,000 in bank deposits, a few stocks, and one piece of real estate. By her will she bequeathed her personal effects to her sister Bridget. She created thereunder a trust of $20,000, under which her trustees were to pay the net income thereof to her sister Bridget during her natural life, and a reasonable sum for [31]*31the expenses of the funeral of her said sister if the sister made such a request in her lifetime. ,After the death of Bridget and the .payment of her funeral expenses, her trustees were to distribute the trust fund as provided in the will. Under this provision among thirty-four items, $2,000 goes to her niece Mary E. Reardon, daughter of the contestant Julia Reardon, $2,000 to her nephew John Reardon, a son of the contestant, $1,000 to her half sister Julia Reardon, $8,000 to her cousins and distant relatives, with the balance of the trust fund to various Roman Catholic charities. The rest and residue of her estate amounting to about one half of it she gave to the Carney Hospital “ for the purpose of helping to pay for a new wing to said hospital which the hospital authorities are now contemplating building . . .” She had never been treated at the Carney Hospital and had never been upon its premises until the week before the will was drawn when she visited the supervisor [Sister Superior] and, without making her identity known, inquired what use they could make of a bequest.” With the exception of one or two of the cousins and distant relatives mentioned in the will, she was not intimate with any of them and, in fact, many of them she had never seen at all, or, in some instances, only on one occasion; while many cousins with whom she was on terms of most intimate relationship and with whom she frequently visited and spent Thanksgiving and Christmas holidays are wholly disregarded in the will.

In 1892 she was committed to the Worcester State Hospital for the Insane, and in its records is described as a person of violent temper and entertaining delusions of persecution, drugging, and attempts of relatives to murder her. She remained there four months and was then returned to the care of her sister. Toward the end of her life, with a steadily rising blood pressure and the development of a definite condition of arteriosclerosis affecting the brain and from which she finally succumbed, these insane delusions returned. Her sister of the full blood was committed to the same institution in 1916, and remained there eighteen months suffering, as the record discloses, [32]*32from a provisional diagnosis of arteriosclerosis and a determined diagnosis oaf dementia praecox. The contestants stated they were informed an uncle in Ireland died a violent death from insanity. The decedent, after her release from the hospital, controlled ” or kept to herself for many years her violent temper and delusions, and at times indicated a somewhat well balanced business acumen, in her investments and control of her.property. About five or six years prior to her death she became obsessed with a belief that one O’Sullivan was making it his business to go among her neighbors, friends and relatives and spread stories of her unchastity, with claims that she had borne an illegitimate child by some unnamed man. She accused her parish priest of collusion and intrigue with O’Sullivan. She wrote the cardinal and persisted in her complaint so insistently that he sent a representative to disillusion her mind. The contestants offered to prove that this subject became more and more the sole matter of her thought, and on every occasion when she had

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Bluebook (online)
174 N.E. 916, 275 Mass. 28, 1931 Mass. LEXIS 1302, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daly-v-hussey-mass-1931.