Frawley v. Snell

12 N.E.2d 871, 299 Mass. 398, 1938 Mass. LEXIS 811
CourtMassachusetts Supreme Judicial Court
DecidedFebruary 2, 1938
StatusPublished
Cited by7 cases

This text of 12 N.E.2d 871 (Frawley v. Snell) 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
Frawley v. Snell, 12 N.E.2d 871, 299 Mass. 398, 1938 Mass. LEXIS 811 (Mass. 1938).

Opinion

Cox, J.

This is an appeal from an order of a judge of probate denying a motion for the framing of an issue for a trial by jury concerning an instrument, dated December 31, 1936, offered for probate as the last will and testament of Julia Feeney of Lynn. The proposed issue relates to undue influence on the part of the decedent’s daughter, Lillian J. Frawley, and Arthur J. Frawley, her husband. The case was heard on statements, which are reported, made by counsel of the respective parties as to the evidence which they expected to offer if there should be a jury trial.

The rule governing the framing of issues has been restated recently and needs no repetition. Woodwell v. Sloman, ante, 17.

The decedent died on January 21, 1937, at the age of seventy-three. The instrument offered for probate is dated December 31, 1936, and the value of the decedent’s property is estimated at from $40,000 to $60,000. The decedent, who had been a widow for about thirty years, left a son, a daughter, and a granddaughter. The son had been away from home for a long time, and, without going into the narrated details of his life and relations with his mother, it well could have been found that he did not have many claims to his mother’s bounty. The daughter, Lillian J. Frawley, who is the residuary legatee named in the instrument, has always lived with her mother. In 1926 she married Arthur J. Frawley, an attorney. They have two children, and with the decedent have constituted one family since the marriage, Frawley paying the household bills except those for heat and telephone. The other daughter, Helen, the mother of the granddaughter, had some difficulties with her husband in 1919. They separated, and she and her daughter, Lillian Snell, who is the contestant, came to live with the decedent. Helen died in 1920 and the granddaughter was then taken from the decedent by her father. In 1922 the decedent made a will, by the terms of which she gave $1 each to her son and granddaughter, and all the rest and residue of her estate to her daughter Lillian. In 1930 the decedent was about to undergo a very serious surgical operation, and while upon the operating table in the hospital she destroyed [400]*400the 1922 will. The decedent was a woman of business acumen, and whatever property she left was acquired by her own industry and effort.

The record contains conflicting statements as to the attitude of the decedent toward the granddaughter. There is very little, if anything, even by way of suggestion, that the relationship between the decedent and her daughter Lillian was anything but most happy and harmonious. The instrument offered for probate was drawn by Arthur J. Frawley, the decedent’s son-in-law, and aside from the statements alleged to have been made by the decedent as to her intentions with respect to her relations and what provision she was to make for them by will, the principal contention of the contestant is that the relationship between the decedent and Frawley was of such a character that an issue should be framed on the undue influence of his wife and himself.

After the decedent came out of the hospital in August of 1930, she having destroyed the 1922 will in May, it is said that she expressed some anxiety over the attitude of Frawley and referred to his conduct toward her to which she objected, giving some instances; that he was very acute about money matters, and in general “she sized him up as being decent in his treatment of his wife but otherwise, in his treatment of her, she didn’t like him”; that if he knew about her disposition, or proposed disposition, of her property, she was anxious as to the effect it might have on his attitude toward his wife and toward her; and that she did not want him under any circumstances to share in her money, and wanted to provide in her will so that he would have no control over what she gave Mrs. Frawley and so that he could not persuade the latter to give him any control over it. At the same time she discussed her son and expressed a desire to make some provision for him so that he would have something in his old age. She also spoke about Lillian Snell, her granddaughter, saying that she was a good little girl and ought to have her share. On August 18, 1930, the decedent executed an instrument as her will at the office of Mr. Sullivan, an attorney in Lynn, who had been [401]*401her friend for a great many years and who also had drafted the 1922 will. By the terms of this will of 1930 some individual bequests were made, her clothing and personal effects and household furniture were given to Mrs. Frawley, and the house where they lived was left in trust for the benefit of Mrs. Frawley during her life with a provision that if she became a widow the real estate should belong to her in fee. There were other provisions relative to the payment of the expenses and charges on the real estate. The will further provided that, if Mrs. Frawley died while the trust was in existence leaving issue surviving her, the trustees should hold the home or any proceeds of its sale until the youngest of her children became twenty-one years of age, at which time the trust should end, and if all the children died before the youngest of them became twenty-one years of age, then at the death of the last surviving child, or, if none of her children were living at her death, the property was to be held under the trust created for the son and granddaughter. The residue of the estate was given in trust for the benefit of Mrs. Frawley, the son and the granddaughter. The share of Mrs. Frawley, which was one third of the residue, was to be held in the same manner as was provided for with respect to the home. The one third which was held for the benefit of the granddaughter was to become payable to her at the age of thirty, and the one third for the benefit of the son was to become payable to him at the age of fifty. The income of the thirds was, until the principal was payable, to be paid to the several beneficiaries.

There were conflicting statements as to the decedent’s attitude, not only as to this will of 1930 but also toward her children and grandchild after this will was made. For example, it is said that a year or two before she died, in speaking of the disposition of her property, the decedent said she was leaving the bulk of it to her daughter, son and granddaughter, all to share alike, and that in the spring of 1936 she indicated no change in her disposition and showed the same friendly attitude toward her son and granddaughter. Her interest in her granddaughter increased as the child grew older and continued up to the time of her death. At [402]*402one time when the granddaughter was discouraged over her failure to secure a position as teacher, the decedent told her not to worry and that she would look out for her. On the other hand, it was said that in the early spring of 1936 the decedent had stated that she was going to make a new will and that she was going to make some changes. In 1935 her daughter Lillian had a very serious illness and for a long time it was doubtful if she would recover. During this illness the decedent is said to have spoken of the injustice, as she called it, that she had done to her daughter, and that if Lillian got better she was going to correct it.

Frawley, the son-in-law, although he had lived in the household with the decedent from the date of his marriage in 1926, did not do any of her legal work until about 1932. There was an offer to show that he acted for her from then on in several instances, some of which were important, and the proponent concedes that the decedent relied upon Frawley as her attorney in attending to her affairs.

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Bluebook (online)
12 N.E.2d 871, 299 Mass. 398, 1938 Mass. LEXIS 811, Counsel Stack Legal Research, https://law.counselstack.com/opinion/frawley-v-snell-mass-1938.