McLaughlin v. Old Colony Trust Co.

47 N.E.2d 276, 313 Mass. 329, 1943 Mass. LEXIS 691
CourtMassachusetts Supreme Judicial Court
DecidedFebruary 25, 1943
StatusPublished
Cited by21 cases

This text of 47 N.E.2d 276 (McLaughlin v. Old Colony Trust Co.) 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
McLaughlin v. Old Colony Trust Co., 47 N.E.2d 276, 313 Mass. 329, 1943 Mass. LEXIS 691 (Mass. 1943).

Opinion

Qua, J.

The petitioners, two attorneys at law, seek by this petition filed in the Probate Court under G. L. (Ter. Ed.) c. 215, § 39, a determination by the court of the amount due them for services rendered to the respondent in connection with the administration of the estate of Fannie E. Morrison, deceased, including a settlement made with heirs who had appeared in opposition to the allowance of Mrs. Morrison’s will. Moushegian v. Sheppard, 279 Mass. 49. The judge fixed the total value of the petitioners’ services at $30,000, and from a decree for payment of the unpaid balance of that sum the executor appeals.

This statutory proceeding in the Probate Court under § 39 is in the nature of an alternative to an action at law against the executor. Ginsberg v. Wyman, 272 Mass. 499, 501. Moushegian v. Sheppard, 279 Mass. 49, 54. It follows that the amount of the petitioners’ compensation is to be determined as if an action at law had been brought and not according to the stricter rule applicable to “costs and expenses” allowed “in the discretion of the court” under § 45, as laid down in Boynton v. Tarbell, 272 Mass. 142, 145, and Lewis v. National Shawmut Bank, 303 Mass. 187, 191.

Tt is our duty to deal with the case as we ordinarily deal with equity and probate appeals coming to us, as this docs, with a full report of the evidence and ■ detailed findings of .fact by the trial judge. We are to deal with all questions of ■law and fact, but we do not reverse findings of fact involving the credibility of oral testimony unless convinced that they are plainly wrong. Culhane v. Foley, 305 Mass. 542.

The testatrix died in California on April 20, 1941, at the age. of eighty-four. She had formerly lived in Weston in this Commonwealth, but in 1913 her husband, since deceased, had purchased an estate in California, which for a number of years was “used for seasonal occupancy.” In 1927 the deceased sold her house in Weston and thereafter never left California. There was, however, much evidence of her intention to retain her domicil in Massachusetts down to the [331]*331time of her death, and whether she was then in fact domiciled in this Commonwealth or in California could well have become the subject of serious controversy. By her will and codicils she gave various pecuniary legacies amounting to $211,000, left the residue of her estate in equal parts to the Massachusetts General Hospital and to the Massachusetts Society for the Prevention of Cruelty to Animals, and named the respondent as executor. The respondent, having been appointed special administrator, filed an inventory showing a total estate of slightly less than $2,000,000, although a witness called by it testified to a value of approximately $1,700,000. The judge accepted the higher figure, and we cannot say that he was plainly wrong.

Early in May, 1941, the respondent employed the petitioner McLaughlin to act as its counsel in the Morrison estate. At his request the petitioner Davis was joined as his associate upon the understanding, assented to by both petitioners, that the additional employment of Mr. Davis should not increase the legal expense. Before 1932, Mr. McLaughlin had been an active trial lawyer in Boston, and he had resumed his practice there in 1938. Both he and his father, also an attorney, had done some legal work for Mrs. Morrison. Mr. Davis was admitted to the bar in 1926 and has carried on a general practice since that time. The judge found that both petitioners are well known and reputable attorneys, thoroughly experienced and skilled in probate matters and in the trial of cases.

At about the time of the employment of the petitioners it became known that certain cousins of the deceased, represented by a Mr. Barnes of the Boston bar, might contest the allowance of the will, and it seemed that a special administrator should be appointed. The judge found that the petitioners were successful in inducing the contestants to agree to the appointment of the respondent as sole special administrator, and that this was “of great advantage to the estate” and “had a very definite favorable influence upon the amount of the settlement” which later was made. We do not doubt that it was advantageous to have a special administrator appointed, and that the petitioners were [332]*332instrumental in procuring the appointment, but if the words above quoted are to be construed as meaning that the appointment of the respondent instead of some other presumably well qualified person or persons whom the Probate Court might have appointed if it had not appointed the respondent was a unique achievement on the part of the petitioners for which they are entitled to some peculiar reward, as the petitioners seem to argue, we cannot agree with that conclusion.

Since the persons who had been in immediate contact with the deceased for the last fourteen years preceding her death were all in California, it became necessary to have an investigation conducted there to ascertain whether any foundation for a will contest existed. Accordingly, the petitioners went to California by airplane and remained there about a week, during which time they interviewed numerous witnesses who had known the deceased and examined papers in their possession, had conferences with Mr. Barnes, who was then also in California, and consulted at length with California lawyers on various questions of law. They also made some investigation into certain gifts to charities and others, amounting to about $1,500,000, which the testatrix had made in her later years and which Mr. Barnes, representing the contestants, had contended were invalid. As a result of these investigations the petitioners became convinced that there was ample evidence to sustain the will and that the gifts were valid.

But the matter of domicil remained. This involved questions of law, some of which were readily solved by reference to California statutes, but others of which presented genuine difficulties. Among the latter were questions of inheritance taxes, which might fall very heavily on the residuary legatees if the estate were settled in California, questions as to the right of California to come into the courts of this Commonwealth and to raise the issue of jurisdiction before or after probate of the will here, and questions as to whether, disregarding probate of the will here, California could institute valid proceedings in her own courts. See Worcester County Trust Co. v. Riley, 302 U. S. 292; Texas [333]*333v. Florida, 306 U. S. 398. These matters were important in themselves, and they also bore upon the will contest, since Mr. Barnes, as a makeweight for a settlement, held out the suggestion that he might insist upon administration of the estate in California, where he could have had a jury trial as of right. The petitioners examined into all these matters, with the assistance of California counsel, in so far as time permitted.

Upon the return of the petitioners from California a conference was held on June 12, 1941, at the place of business of the respondent. There were present the petitioners, certain officers of the respondent, and two attorneys representing respectively the two residuary legatees, which would be principally affected by the decisions finally adopted. The petitioners reported orally the conclusions they had reached as a result of their investigations in California.

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Bluebook (online)
47 N.E.2d 276, 313 Mass. 329, 1943 Mass. LEXIS 691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mclaughlin-v-old-colony-trust-co-mass-1943.