Marsh v. Rhode Island Hospital Trust Co.

21 A.2d 540, 67 R.I. 229, 1941 R.I. LEXIS 90
CourtSupreme Court of Rhode Island
DecidedJuly 22, 1941
StatusPublished
Cited by2 cases

This text of 21 A.2d 540 (Marsh 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
Marsh v. Rhode Island Hospital Trust Co., 21 A.2d 540, 67 R.I. 229, 1941 R.I. LEXIS 90 (R.I. 1941).

Opinion

*230 Moss, J.

This is an appeal from a decree of the probate court of the city of Providence admitting to probate, as the last will and testament of Irene Borden Butler, late of Providence, deceased, a certain instrument which was executed by her on March 26, 1938, and in which the proponent, the ap-pellee, was named as sole executor thereof and trustee thereunder. She died February 22, 1939, unmarried, and will be hereinafter referred to as Miss Butler.

One of the appellants, George T. Marsh, was named as coexecutor and cotrustee, with the proponent, in the last previous will executed by Miss Butler, in 1932, and a codicil thereto executed by her in 1934, and would receive a pecuniary legacy of the same amount under those former instru *231 ments and under the one now in question. He would also receive under the former will, but not under the one now in question, an interest in articles of personal property. The other appellants are two persons who would receive substantially greater benefits under the two former testamentary instruments than under the later instrument, now in question, and two other persons who would receive benefits under the former instruments and nothing under the later one. None of the appellants is a blood relative of Miss Butler.

The appeal contained thirteen reasons of appeal; but some of them raise substantially the same issues and the only ones which we need to consider are the fifth, viz.: “That said Irene Borden Butler was not of sane and disposing mind and memory at the time of the execution of said instrument admitted to probate”, and the eighth, viz.: “That said Irene Borden was induced to sign said instrument admitted to probate through the undue influence of George L. Shattuck and/or Mary E. Pringle.”

The appeal was tried before a justice of the superior court and a jury, on the issues presented by the reasons of appeal above quoted; and the jury found a general verdict that the instrument in question “was not the last will and testament of the said Irene Borden Butler.” At the request of the appellee certain issues were submitted by the trial justice to the jury for special findings; and on these the jury made the following findings: 1. “that Miss Butler was of sane mind at ■the time she executed the instrument of March 26, 1938”; 2. “that Miss Butler, at the time of the execution of the instrument of March 26,1938, was affected by undue influence exercised upon her by Miss Pringle to such an extent that it was not her will;” 3. “that Miss Butler at the time of the execution of the instrument of March 26, 1938, was affected by undue influence exercised upon her by Dr. Shattuck to such an extent that it was not her will.” No request was made for a special finding that Miss Butler at that time was affected by the combined undue influence of Miss Pringle and Dr. Shattuck.

*232 Thereafter a motion for a new trial was filed by the proponent; and after a hearing thereon the trial justice filed a decision, in which, after discussing the evidence at considerable length, he disapproved, and set aside, as being clearly wrong, the special finding of the jury as to undue influence by Dr. Shattuck; but he approved the general verdict and also the special finding as to undue influence by Miss Pringle. He therefore denied the proponent’s motion for a new trial.

The appellants have not brought to this court any bill of exceptions; Therefore, the case, as it now stands before us, must be determined on the basis that Miss Butler was of sound and disposing mind and memory at the time when the instrument in question was signed by her and that in its execution by her all the formal requirements for a valid will were complied with.

The case is now before us on the proponent’s bill of exceptions, in which the only exceptions now relied upon are those numbered 7 to 11 inclusive and 23 to 26 inclusive. The others will therefore be considered as abandoned. The one that we shall first consider and decide is exception 26, which was taken to the decision of the trial justice denying the proponent’s motion for a new trial.

In this motion ten grounds therefor were stated. Those which concerned the special finding of the jury as to undue influence by Dr. Shattuck are not before us for consideration, since the trial justice, in ruling on the motion, set aside that finding. Therefore, the questions now before us on the proponent’s exception 25 are whether the trial justice erred, in his decision denying the proponent’s motion for a new trial, because he did not hold that the special finding by the jury that the testatrix was unduly influenced by Miss Pringle was against the evidence and the weight thereof, and because he did not find that the general verdict was against the evidence and the weight thereof.

Under the circumstances, it seems clear to us, (ignoring one contention for the proponent that will be considered later), that the only ground upon which we could properly *233 find that the decision of the trial Justice was erroneous in denying the proponent’s motion for á new trial is upon the ground that he was clearly wrong in not finding that the special finding by the jury as to Miss Pringle was against the evidence and the weight thereof. We therefore shall decide that question before considering any other.

Miss Butler was at the time of her death and had been for many years possessed of a fortune of not much less than $300,000 and she had also enjoyed the net income of a trust estate of about $250,000. The only near relative whom she has had since the deaths of her father and mother, which occurred many years ago, is her first, cousin, Mrs. Mary Butler Williams.

During her youth she became, by reason of school associations, a close personal friend of Eva Corliss, who after-wards by marriage became Eva Corliss Weeden, and Anne O. Poster, who never married and is one of the appellants. These friendships continued during the rest of Miss Butler’s life.

Mrs. Weeden had a daughter Eva, now one of the appellants, who married the aforesaid appellant George T. Marsh. Mrs. Weeden also had another daughter, Hortense, who first married a Mr. Lawrence, by whom she had a daughter, and later married Henry D. Knight. She and he are both appellants, but she took no> part in the trial of the case. The relations between the Weeden family and Miss Butler were so cordial that Mrs. Weeden’s daughters always called Miss Butler “Aunt Irene”.

Another close friend of Miss Butler for many years was Ada Marsh, sister of George T. Marsh. . She was named as beneficiary to a much less extent under the instrument now in dispute than under the 1932 will, as originally executed and as modified by the codicil of 1934. But on account of mental trouble she has been confined to Butler Hospital since 1934, and has taken no part in this case.

George T. Marsh himself became very well acquainted and friendly with Miss Butler many years ago and acted as her *234 attorney for some years and drew several wills for her before he went abroad and served in the United States army during the world war.

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Bluebook (online)
21 A.2d 540, 67 R.I. 229, 1941 R.I. LEXIS 90, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marsh-v-rhode-island-hospital-trust-co-ri-1941.