Greene v. Rhode Island Hospital Trust Co.

197 A. 464, 60 R.I. 184, 1938 R.I. LEXIS 132
CourtSupreme Court of Rhode Island
DecidedMarch 1, 1938
StatusPublished
Cited by3 cases

This text of 197 A. 464 (Greene v. Rhode Island Hospital Trust Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Greene v. Rhode Island Hospital Trust Co., 197 A. 464, 60 R.I. 184, 1938 R.I. LEXIS 132 (R.I. 1938).

Opinion

Baker, J.

This is a suit in equity in which, after a hearing on bill, answers, replications and proof in the superior court, a final’ decree was entered by that court dismissing the bill of complaint. From the entry of that decree, the complainant has duly appealed to this court.

By his bill the complainant is seeking to have a trust charged for his own benefit upon the remaining assets of the estate of one Angeline E. Cook, which assets he alleges are now, with others, in the hands of the respondent the Rhode Island Hospital Trust Company as executor and trustee under the will of Bertha L. Greene, so that it may be ordered that one half of such remaining assets be paid over to him outright. The other two respondents, E. Maude H. Hendrick and George William Greene, are beneficiaries uRder the last-mentioned will. The complainant’s claim of a, trust in his favor is based, according to the allegations of his bill and to evidence introduced by him in their support, *185 upon an alleged oral agreement made between Angeline E. Cook and Bertha L. Greene just prior to the drawing of the former’s will, which agreement, it is contended by thé complainant, was carried out and performed by the said Angeline E. Cook. This alleged agreement in substance was that if she would leave practically all of her estate to Bertha L. Greene, then the latter at her death would devise to the c'omplainant and to George W. Greene equally, all of the estate of Angeline E. Cook which then remained in the possession of said Bertha L. Greene.

The record herein discloses certain facts which are not disputed. The complainant and George W. Greene are nephews, and Bertha L. Greene was a niece, of Angeline E. Cook. The latter was approximately eighty-one years old when she executed her will on July 24,1925, and over eighty-four years of age when she died December 21, 1928. By the terms of her will, her entire estate, subject to the payment of debts; was left to Bertha L. Greene, with the excep - tion of a legacy of $300 to the complainant. On January 29, 1935, Bertha L. Greene died, leaving a will dated March 8, 1930. Her estate consisted of both realty and personalty, the latter amounting to upwards of $14,000 and including certain items which had come to her from Angeline E. Cook. By her will Bertha L. Greene gave her property, after the payment of debts, in part to E. Maude H. Hendrick, a close friend with whom she had lived for many years, and in part to the Rhode Island Hospital Trust Company, as trustee for the benefit of her brother, George W. Greene, for life, with remainder over at the termination of the trust. The complainant was not mentioned in her will. By reason of an accident which caused an injury to his spine, George W. Greene has for many years been unable to support himself or even do much work. He lived with and was taken care of by his sister, Bertha L. Greene, until her death.

The respondents do not contest the position taken by the complainant that equity will, under certain circumstances, *186 grant relief when a testator has been induced to make a will in a particular manner by an oral promise on the part of a legatee that the legacy will be devoted or applied to a certain lawful purpose. See Industrial Trust Co. v. Colt, 46 R. I. 319, and cases cited. It has been held by this court, in the above case, that in order to obtain relief in a proceeding similar to the present one, a complainant must support his claim by clear and convincing evidence. The respondents, however, do contend that the trial justice is correct in his finding that the complainant has failed to prove the allegations of his bill, and especially the making of any such promise as is alleged therein. The issue in the instant case, therefore, is entirely one of fact.

The complainant sought to prove the making of the alleged agreement between Angeline E. Cook and Bertha L. Greene by his own testimony and by that of one other witness, who by her own statement expressed a desire to see the complainant succeed in this litigation. The complainant, without objection, testified in substance that several times his aunt, Angeline E. Cook, told him about her agreement with Bertha L. Greene concerning the disposition of the former’s estate, and that after Angeline E. Cook had died, his sister, in speaking about their aunt’s will, told him about the agreement and said that it would be carried out, and therefore, he did not contest the probating of the will. Complainant’s witness, who was also a witness to Angeline E. Cook’s will, testified substantially that, at about the time that will was executed, the testatrix told the witness about the understanding with Bertha L. Greene concerning the ultimate disposition of Angeline E. Cook’s estate. The complainant and the last-mentioned witness both testified that the relations between Angeline E. Cook and the complainant, were friendly.

As Angeline E. Cook and Bertha L. Greene had died, it was not possible to present their testimony to the court concerning the existence or the nonexistence of the alleged *187 agreement relied on by the complainant. For the purpose of showing that Bertha L. Greene was not the type of person who would make such an agreement as was attributed to her by the complainant, or who would fail to carry out such an arrangement if she had actually bound herself thereto, the respondents introduced evidence under the provisions of general laws 1923, chapter 342, sec. 55, which is as follows: “In any action brought against an executor or administrator for the recovery of money, supported by oral testimony of a promise or statement made by the testator or intestate of the defendant, evidence of statements, written or oral, made by the decedent, memoranda and entries written by him, and evidence of his acts and habits of dealing tending to disprove or to show the improbability of the making of such promise or statement shall be admissible.’’

A number of witnesses testified to the fact that for a great many years Bertha L. Greene had been a teacher in the public schools of Woonsocket, that she was a fine woman, lovable, honorable and of high character, that she was interested in her family and especially in George because he needed financial aid, and that she had cared for and helped to support her mother, uncle, and aunt in their last sicknesses. In addition, the respondent E. Maude H. Hendrick testified that Angeline E. Cook spoke affectionately of Bertha L. Greene, and also was concerned about the future of her nephew George, and that Bertha L. Greene answered her by often stating that she would take care of him. This last witness, and an officer from the bank, who read the will of Bertha L. Greene in the presence of those interested, following her funeral, both testified that the complainant on that occasion made no statement concerning the will, nor did he criticize its provisions in any way.

Further, the record showed that the complainant’s claim in its present form was first made when the instant suit was started about ten months after the death of Bertha L. Greene, although he did claim an appeal from the probate *188 of her will, which appeal, however, he did not perfect. There was also evidence on behalf of the respondents that the complainant had done little to help other members of his family, financially or otherwise, when they needed assistance.

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Bluebook (online)
197 A. 464, 60 R.I. 184, 1938 R.I. LEXIS 132, Counsel Stack Legal Research, https://law.counselstack.com/opinion/greene-v-rhode-island-hospital-trust-co-ri-1938.