Knox v. Perkins

163 A. 497, 86 N.H. 66, 1932 N.H. LEXIS 10
CourtSupreme Court of New Hampshire
DecidedDecember 6, 1932
StatusPublished
Cited by5 cases

This text of 163 A. 497 (Knox v. Perkins) is published on Counsel Stack Legal Research, covering Supreme Court of New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Knox v. Perkins, 163 A. 497, 86 N.H. 66, 1932 N.H. LEXIS 10 (N.H. 1932).

Opinion

Marble, J.

The appellant and Charles P. Chapman were foster children of Electa Chapman. In 1918 Electa made a will leaving all her property to Charles in the event that her husband should not survive her. Her husband died in 1922. Two years later she executed a codicil leaving her property to the appellant in case Charles should not be living at her death. At the same time Charles made a will, the material clause of which was as follows: “I give, bequeath and devise all my property, both real and personal, to my mother, Electa A. Chapman, but if she be not living at my death, I give, bequeath and devise all my property, real and personal, to Mary Chapman Perkins of Sacramento, California.” This was the lost will, so called.

While in the office of the attorney who drew the will and codicil, Electa explained in Charles’ presence “that she was very anxious that Charles should have the property while he lived, and that upon his death it should go to Mary.” The attorney “suggested a life estate with a remainder over,” but “Electa expressed herself as not wanting such an arrangement, and stated that she wanted Charles to have the use of it, and the spending of it, and that he would do what she wanted in the will.” The court has found that in so far as silence can be deemed to be assent, Charles acquiesced.

Shortly before her death, which occurred May 15, 1924, Electa “proceeded to transfer nearly all of her money and securities to Charles.” On June 16, 1928, Charles engaged the appellee as his housekeeper, and ten days later executed a will leaving his property to her. He died at his home in Newmarket on July 21, at the age of fifty-nine.

*68 During the progress of the trial, the claim that Charles was not of testamentary capacity at the time he executed the will of June 26 was abandoned, and the appeal from the allowance of this will was tried upon the issues of the alleged undue influence and fraud of the appellee.

To justify the disallowance of a will on the ground of undue influence, it must appear that the influence charged is the equivalent of force and coercion — an influence which overpowers volition and substitutes another’s will for that of the testator. Bartlett v. McKay, 80 N. H. 574; Albee v. Osgood, 79 N. H. 89, 91, 92, and cases cited.

In 1928 Charles was living alone. He was not in good health, and his physician had advised him to employ a housekeeper. The appellee, who had once lived in Newmarket but who was then living in Maine, applied by letter for the position. In the course of the correspondence Charles wrote her as follows: “What I should do is get me a wife, but no one wants to marry an old man with as small amount of money as I have.”

The appellee was married, but had separated from her husband. She had been married several times before. Charles proposed marriage to her soon after she assumed her duties as housekeeper and “got in touch with an attorney about getting a divorce for her.” In the meantime he went alone to a lawyer’s office and executed the will of June 26.

On the issue of undue influence the trial court has made the following findings: “The influence was not shown to be anything more than that which resulted from care, kindness and possibly affection. Charles had always been more or less dependent upon his mother. After her death he missed the presence of a woman in his household. He wanted a housekeeper, and wrote Mrs. Knox to come. She suited him, her care and attention pleased him, and he did not want to lose her. There was no evidence that she ever asked him to make a will in her favor, or that she in any way sought or attempted to dictate what he should do with respect to his property. He could have discharged her at any time, and the will was always within his control, so that he could have destroyed it if he had become dissatisfied. Such influence as may have been exerted by her presence, by her efforts to please, or by her care and kindness, was not ‘undue’.”

The evidence has not been transferred, but on the reported facts it is extremely doubtful if any other conclusion could properly have been reached.

Fraud in procuring the execution of a will is recognized in this jurisdiction as a distinct issue. Cobb v. Follansbee, 79 N. H. 205, 209. The appellant excepted to the refusal of the court to rule that “there *69 was a duty upon Mae Knox to tell him [Charles] of her past, and by her failure to speak, she obtained that promise of property and offer of marriage by deceit, conduct amounting to fraud.”

The appellee had been three times married and divorced. About ten days after her arrival, Charles said to her: “1 would like to have you stay here and be my wife, and if you would be my wife of course you would have all I have got any way. I like you and I would like to have you stay with me.” She gave him to understand that she consented. She did not “inform him as to the details of her past,” but he knew that “she was still the wife of Mr. Knox.”

The fraud necessary to invalidate a will does not differ from that required to vitiate an ordinary contract. Newhall’s Estate, 190 Cal. 709, 719; 1 Page, Wills (2d ed.), s. 184. “Fraud may consist in the intentional concealment of a material fact as well as in a false statement of a fact.” Benoit v. Perkins, 79 N. H. 11, 15, and cases cited. Obviously in will cases, the deception must be such as to induce the testator to make some disposition of his property that he would not otherwise have made. 40 Cyc. 1142, and cases cited. Fraud may of course be inferred from circumstances. State v. Hale, 85 N. H. 403, 406; Cavanaugh &c. Inc. v. Barnard, 83 N. H. 370, 372. “But it will not be implied from doubtful circumstances which only awaken suspicion.” Jones v. Emery, 40 N. H. 348, 350.

The special findings indicate that the trial court believed from the evidence that Charles either knew of the appellee’s former marriages, or if he did not know, would have made the same disposal of his property after learning the facts. In such a situation the appellant’s request was properly denied. Rishton v. Cobb, 5 Myl. & Cr. 145, 151; Janes v. Ranken, 87 Hun 57, 59.

There remains for consideration the contention that Charles’ estate is impressed with a trust. The amount of the property which Charles received under Electa’s will does not appear. But this is not important, since the appellant does not limit her claim to the specific property so received, but seeks rather to acquire the total assets of the estate on the theory that there was a valid and enforceable contract between Charles and Electa to refrain from altering their wills.

If such a contract existed, the appellant is doubtless correct in her contention. It is understood that no real property is involved. See 1 Alexander, Wills, s. 101. But even if this were so, full performance by Electa of her part of the agreement would take the case out of the operation of the statute of frauds. Southern v. Kittredge, 85 N. H. 307, 309, and cases cited; Carmichael

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Bluebook (online)
163 A. 497, 86 N.H. 66, 1932 N.H. LEXIS 10, Counsel Stack Legal Research, https://law.counselstack.com/opinion/knox-v-perkins-nh-1932.