Graves v. Hutchinson

659 N.E.2d 1212, 39 Mass. App. Ct. 634
CourtMassachusetts Appeals Court
DecidedJanuary 23, 1996
DocketNo. 94-P-665
StatusPublished
Cited by8 cases

This text of 659 N.E.2d 1212 (Graves v. Hutchinson) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Graves v. Hutchinson, 659 N.E.2d 1212, 39 Mass. App. Ct. 634 (Mass. Ct. App. 1996).

Opinion

Ireland, J.

The plaintiffs are seven grandchildren and four great grandchildren of the defendant’s mother, Hazel Hutchinson (Hazel); they are also the nieces, nephews, [635]*635grandnieces, and grandnephews of the defendant, who is Hazel’s only surviving child.

Following Hazel’s death in 1988, the plaintiffs filed an action in the Superior Court seeking rescission of a deed drafted by the defendant, an attorney, by which Hazel conveyed absolute title to certain real property she owned in Nantucket to the defendant, subject to a life estate she had reserved to herself. In their complaint and at trial, the plaintiffs sought to set aside the conveyance claiming that the defendant fraudulently induced Hazel into executing and delivering the deed. In the alternative, the plaintiffs sought to have a constructive trust in their favor imposed upon the Nantucket property, based on their claim that the defendant committed a breach of fiduciary obligations owed to Hazel at the time he drafted the deed and, later, when he accepted delivery of the deed. Following a nine-day jury-waived trial, a judgment was entered dismissing the plaintiffs’ claims.

On appeal, the plaintiffs argue that the conveyance should have been set aside on the ground that the defendant was in breach of a fiduciary obligation of active diligence that is imposed upon an attorney, even when the transaction involves family members. The plaintiffs also claim that the deed was invalid on its face because it was materially altered by the defendant. The defendant has appealed from so much of the judgment as dismisses his counterclaim seeking costs and attorney’s fees pursuant to G. L. c. 231, § 6F. We affirm.

We recount the facts as found by the trial judge, which we accept unless they are clearly erroneous. Hazel had three children, of whom the defendant is the youngest and the only survivor. The first two, James T. Sullivan (James) and Margaret E. Sullivan (Margaret), were the product of Hazel’s first marriage to William F. Sullivan. The plaintiffs are the children and grandchildren of James and Margaret. Shortly after Margaret’s birth, Hazel divorced William and married the defendant’s father, Eben Hutchinson (Eben, Sr.), a conveyancing attorney. The defendant was born in 1923 of this marriage.

[636]*636Until he was eleven years old, the defendant thought he was an only child and knew nothing of the existence of his two older half-siblings who had lived exclusively with their father. In about 1934, James and Margaret came to live with their mother, Hazel; Eben, Sr.; and the defendant in Med-ford. The evidence shows that Eben, Sr., accepted the two as though they were his own children and that he was their primary source of support. Later, when Margaret and James were well into their adulthood, Eben, Sr., adopted them. He treated all three children equally, both in his estate plan and through reciprocal wills with Hazel by which all assets were to be divided equally amongst the three children or their heirs upon the death of the surviving spouse.

Eben, Sr., died in 1958. James died in 1970, and Margaret in 1977. In 1957, at age thirty-four, the defendant became licensed as an attorney and joined his father’s real estate conveyancing practice. He continued this practice after Eben, Sr.’s, death. Beginning in the mid-1960’s, the defendant experienced severe bouts with alcoholism which continued until about 1976 when he became a recovering alcoholic. Partly as a result of his excessive drinking, the defendant’s law practice suffered and, in 1976, he began phasing out from the active practice of law.

At this same time, he turned to Hazel for support and lived with her in her Medford home from 1976 to 1979. At Hazel’s request, he took over managing her personal and business affairs which consisted mainly of handling her Nantucket real estate holdings. As Hazel had done since Eben, Sr.’s, death in 1958, the defendant arranged for the repair and maintenance of the various rental properties, solicited rentals, and collected the rents, which he always turned over to Hazel.

The defendant, along with Hazel, spent about six months of each year in Nantucket. Following the defendant’s third marriage in 1979, and the birth in 1980 of his youngest child, Lois Marie Hutchinson, Hazel constructed a cottage on her property on Lily Street, Nantucket, for the exclusive use of the defendant and his family. The balance of the year, [637]*637the defendant and his family spent in their home in Chelsea. Until her death, Hazel provided the defendant with primary financial support as she knew he lacked the ability to support himself. The evidence shows that Hazel was concerned for the defendant’s welfare and that she was happy that he had successfully maintained sobriety. She also appreciated the job the defendant. was doing in handling the Nantucket properties and most of her personal affairs and was relieved that she did not have to shoulder those responsibilities during her later years.

Hazel enjoyed close ties as well with her older two children until their deaths, and with her grandchildren, of whose accomplishments she was quite proud. Hazel was generous to her children and her grandchildren. Between 1970 and 1988, she gave gifts of money totaling more than $115,000 to her two older children and their children. Like the defendant and his family, Margaret’s and James’s families spent considerable time together with Hazel, both in Nantucket and in Medford.

The judge found, however, that the defendant resented his older siblings and, in particular, his father’s having treated them the same as the defendant was treated. He was jealous, too, of Hazel’s generosity toward them. He felt that they or their children were “mooching” from Hazel at his expense. For example, the defendant remarked during a family get-together in 1984 that his nieces and nephews should not be allowed to vacation in Nantucket by “mooching” from Hazel in her cottages there. The defendant made clear his negative attitude toward his nieces and nephews through several other like remarks.

Against this general backdrop, we describe the events which sparked the plaintiffs’ lawsuit. On May 18, 1984, the defendant recorded in the Nantucket registry of deeds, a deed dated March 31, 1978, signed by Hazel, and notarized by an attorney, Raymond Stevenson. The deed conveyed absolute title to all of Hazel’s Nantucket real estate to the defendant, subject to a life estate Hazel reserved for herself. The deed was prepared by the defendant. The parties agree [638]*638that Hazel’s signature as it appears on the deed is genuine. The real estate, consisting of several parcels,2 was by far Hazel’s most valuable asset. At the time of her death in 1988, it was valued at between 2.25 and 2.5 million dollars. By contrast, the rest of her estate was valued at less than $500,000.

When Hazel died in 1988, no will was found. In her later years, she had often referred to a will and to the importance of having one. During their frequent visits to Hazel’s house in Medford, several of the defendant’s nieces had noticed a small black box in Hazel’s bedroom closet containing the notation, “will H.H.” To one of her grandchildren, Hazel had confided in November, 1984, that her will was in that box and that if anything happened to her, the defendant would take care of things. As a result of there being no will, Hazel’s existing estate was distributed according to the laws of intestacy, and the defendant received a one-third undivided share.

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Bluebook (online)
659 N.E.2d 1212, 39 Mass. App. Ct. 634, Counsel Stack Legal Research, https://law.counselstack.com/opinion/graves-v-hutchinson-massappct-1996.