Hurley v. O'Sullivan

137 Mass. 86, 1884 Mass. LEXIS 189
CourtMassachusetts Supreme Judicial Court
DecidedMarch 1, 1884
StatusPublished
Cited by15 cases

This text of 137 Mass. 86 (Hurley v. O'Sullivan) 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
Hurley v. O'Sullivan, 137 Mass. 86, 1884 Mass. LEXIS 189 (Mass. 1884).

Opinion

Devens, J.

1. Although the burden of proof was on the respondent to show that the omission of the petitioner from her father’s will was intentional,- yet this did not give him the right to open and close. The petitioner still had the affirmative of the averments necessary to bring her case within the provisions of the statute, and that which the respondent sought to establish was matter in avoidance only. Ramsdill v. Wentworth, 106 Mass. 320. Dorr v. Tremont National Bank, 128 Mass. 349, 358.

2. The respondent was not entitled to the two rulings requested at the close of the petitioner’s evidence. Without [87]*87discussing them in any other respect, he did not propose to submit the case finally upon that evidence. Unless he did so, he could not require the judge to express an opinion upon the weight and sufficiency of the petitioner’s evidence, or whether he had or not made out a prima facie case. The refusal of the judge to rule in accordance with his request, at this stage of the case, does not afford him any ground of exception. McMahon v. Tyng, 14 Allen, 167. Bradley v. Poole, 98 Mass. 169. Wetherbee v. Potter, 99 Mass. 354. Smith v. Westfield National Bank, 99 Mass. 605. Kingsford v. Hood, 105 Mass. 495.

3. There was evidence that the testator, at some time previously to the execution of his will, delivered to the petitioner the deed by which he held the title to what was known as “the Lake Avenue house and lot,” the insurance policy thereon, and the key thereof, stating that he' made her a present of it; and that she and her husband moved into it, with the knowledge of the testator, and resided there until after his death. Upon this evidence, and against the exception of the respondent, the presiding judge instructed the jury, that, if they found that the testator omitted to provide for the petitioner in his will because he supposed when he made it that he had given her a good title to the Lake Avenue house and lot, ‘ and that, if it had not been for this supposition, he would not have omitted to provide for her in the will, this supposition is a mistake in law, and the omission is not an intentional omission in the sense of the statute, since it was not free from mistake, and is not such an intentional omission as will deprive the petitioner of her share of the testator’s estate under the statute.”

The Rev. Sts. c. 62, § 21, provided that, “ when any testator shall omit to provide in his will for any of his children, or for the issue of any deceased child, they shall take the same share of his estate, both real and personal, that they would have been entitled to if he had died intestate, unless they shall have been provided for by the testator in his lifetime, or unless it shall appear that such omission was intentional, and not occasioned by any mistake or accident.” This section has been reenacted in the Gen. Sts. c. 92, § 25, and in the Pub. Sts. c. 127, § 21, with alterations of so purely verbal a character that they need not be considered. The history of this provision has been several times [88]*88carefully traced in our decisions. Wilson v. Fosket, 6 Met. 400. Bancroft v. Ives, 3 Gray, 367. It has some bearing upon the inquiry presented by the case at bar, whether an omission is to be treated as intentional when the testator actually intended to do that which he did, namely, omit the name of a child, but was induced to do so by reason of a mistake made by him as to the legal effect of an act which he had before done. The St. of 1783, c. 24, § 8, had directed that any child, or his legal representatives in case of his death, not having a legacy given him by will, should have a proportion of the estate assigned to him, if not advanced. This statute had been construed by a series of decisions to exclude a child, even if he had no legacy given him, when he had been mentioned under such circumstances as to show that he was omitted from the will intentionally. Terry v. Foster, 1 Mass. 146. Wild v. Brewer, 2 Mass. 570. Church v. Crocker, 3 Mass. 17. Wilder v. Goss, 14 Mass. 357.

This construction had been put on two grounds: first, that it could not have been intended to restrain the unlimited power of devising by will when the whole object could be accomplished by the legacy of a shilling; and secondly, that the St. of 1783 was but a revision of the Prov. St. of 1700-1 (12 Will. III.) c. 4; 1 Prov. Laws (State ed.) 430; modified by a subsequent provincial statute extending the rule to grandchildren. The first of these statutes contained the following preamble or recital: “Whereas, through the anguish of the deceased testator, or through his solicitous intention though in health, or through the oversight of the scribe, some of the testator’s children are omitted and not mentioned in the will, many children also being born after the making of the will, though in the lifetime of their parents.” This recital, it had been held, should be treated as if it were a part of the St. of 1783. It was not the intention of the commissioners who reported this section, or of the Legislature, to alter, by the adoption of the section in the Revised Statutes, “but only to give effect to, the old statute of 1783, and to affirm and give the authority of positive law to the construction which had been put upon it in several cases.” The effect of the law is, says Chief Justice Shaw, “ that a child shall have a share as in case of intestacy, if the testator, at his decease, shall have made no devise to him and given him no legacy, unless it [89]*89appear that such omission was intentional, and not accidental.” Bancroft v. Ives, ubi supra. The object of the Rev. Sts. c. 62, § 21, was to guard the testator in his clear right to disinherit one of his children by his omission to mention him, if he intended to do so; but, as there might be momentary and accidental forgetfulness, owing to the distress of the testator, or mistake in reducing his intentions to writing, the expression and not by “mistake or accident ” is introduced to enforce the meaning of the word “ intentional,” which is the governing word. The words “mistake or accident” are not to be construed as meaning such mistakes or accidents as would or might have caused the testator to entertain a different intention from that which omission from the will would show, but mistake or accident in the expression of the will or in its transcription. It was not intended to state two contingencies in which the omission from the will would operate to deprive the child of his share; namely, where the omission was intentional, and also where, but for a mistake or accident, the testator would not have done that which he intended to do, and actually did; but one only. The force of the word “accident” is not materially added to by the word “ mistake,” which must refer to errors such as are liable accidentally to occur in the preparation of a will, and not errors as to matters outside the will. To set aside a will which actually expresses that which the testator intended, because he acted under erroneous views of the law as applicable to his children and his or their property, is to give a significance to the word “ mistake ” which the history of the legislation, the language used therein, and the reason of the matter, alike show was never contemplated.

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Bluebook (online)
137 Mass. 86, 1884 Mass. LEXIS 189, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hurley-v-osullivan-mass-1884.