Merrill v. Boal

1 R.I. Dec. 135
CourtSuperior Court of Rhode Island
DecidedJuly 1, 1925
DocketP.A.No.1942; P.A.No.1943
StatusPublished

This text of 1 R.I. Dec. 135 (Merrill v. Boal) is published on Counsel Stack Legal Research, covering Superior 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
Merrill v. Boal, 1 R.I. Dec. 135 (R.I. Ct. App. 1925).

Opinion

BAKER, J.

These two cases were tried together, jury trial waived, by stipulation, the same general ques-being involved in each case.

They are appeals from a decree of the Probate Court of the city of Newport, refusing to admit to probate a certain instrument, hereinafter called for convenience the “trust deed,” bearing date August 14, 1911, and executed by Theodore M. Davis.

It is undisputed that in April, 1915, certain papers were admitted to probate by said court as the will of the said Theodore M. Davis and a codicil thereto.

At the hearing of the cases at bar certain exhibits were put in de bene both by appellants and 'appellees subject to later objection. Several of these exhibits have been objected to by both parties involved. After considering the matter the court will overrule these objections and allow the exhibit's to stand as filed, believing that they may be helpful in getting the whole situation involved and the intent of the parties before the court.

It is clear that’ the trust deed, so-called, is now offered for probate by reason of the situation which has developed from the decision of the U. S. Circuit Court of Appeals of the First Circuit in Atwood et ais. vs. R. I. Hospital Trust Company et als., 275 Fed. 513, in which case the court held that' the residuary clause of Mr. Davis’ will was void.

The appellants now claim that the instrument in question, viz. the trust deed, is testamentary in character, particularly with reference to Mr. Davis’ residuary estate; that it was executed animus testandi with all the proper formalities required by law, and that, therefore, it constituted a part of his will and should, therefore, be admitted to probate. They also suggest that as to certain questions the appellees are estopped to dispute the testamentary charatcer of this instrument.

The appellees, on the other hand, raise several objections to the admitting of this instrument to probate and each objection will be taken up and discussed separately hereinafter.

The court is satisfied that under the law the Probate Court would have ample jurisdiction to admit the trust deed, so-called, to probate if that instrument were properly executed as a will and were of a testamentary character and actually constituted a part of Mr. Davis’ will, even though it was not termed a will by the parties and was not in form a will, and although a will and codicil had already been probated.

The first serious objection raised by the appellees is in connection with the execution of the trust deed. They contend that this instrument was not executed with all the formalities required by law for the executing of a will.

The evidence shows that' while the deed bears the date of August 14, 1911, which was the same day that Mr. Davis signed and executed another instrument known as his will, the instrument in dispute was not finally executed and witnessed until August 16, 1911, at the Newport Trust Company.

The chief objections raised by the appellees in regard to the execution of this paper relate, first, to Mr. Dav[136]*136is’ acknowledgment of his signature; secondly, to the fact that, as they contend, Mr. Easterbrooks merely signed the paper as a notary public, taking the acknowledgment; and, third, that Mr. Easterbrooks left the room at some time during the proceedings. The witnesses who were present at this transaction have testified many times in the numerous cases with which this estate has become involved, and it is natural that over a period of years their testimony may vary in some slight degree. As the court understands, it, the appellees claim, first, that Mr. Easterbrooks was not in the room when Mr. Davis acknowledged his signature to Mr. Gardner, the other witness, and that Mr. Gardner signed as a witness before Mr. Easterbrooks came into the room. It seems to he settled by the authorities that no particular form of acknowledgment of the testator’s signature is necessary as long as it is made clear to the two witnesses, who are present together at the same time as the acknowledgment is made, that the signature is that of the testator and that they are witnessing it.

Schouler on Wills, Sec. 321.

White vs. Trustees of the British Museum, 6 Bing. 310.

Inglesant vs. Inglesant, 3 L. R. P. & D., 172.

Ela vs. Edwards, 16 Gray 91.

Daintree vs. Butcher, 13 P. Div. 102.

Sprague vs. Luther, 8 R. I. 252.

After considering the evidence in this connection, the court is of the opinion that the fair preponderance of the testimony shows that both Mr. Gardner and Mr. Easterbrooks were in the room when Mr. Davis made acknowledgment of his signature, perhaps not in exact' words, but sufficient, to satisfy the law. In this connection the court is not referring to the acknowledgment made to Mr. Easter-brooks as a notary public. Apparently, from the testimony, the second acknowledgment followed Mr. Gardner’s signature as a witness. The court finds, however, from the evidence that there was sufficient acknowledgment in the presence of both Mr. Gardner and Mr. Easterbrooks before either Mr. Gardner or Mr. Easterbrooks signed.

In regard to the objection that Mr. Easterbrooks signed merely as a notary, the court believes it to be the law that the fact that he did so sign will not prevent his being considered a good witness to the instrument. The words descriptive of his office may be considered as surplusage.

Paine vs. Paine, 54 Ark. 415.

Bybee’s Estate, 179 Ia. 1089.

In connection with the third point raised by the appellees, namely, that Mr. Easterbrooks left the room during the proceedings, the court' will merely say that the testimony on this point is not very definite and deal-. If, however, he did leave the room, the court is satisfied that nothing t'ook place while he was absent and that his merely leaving the room to get a form of acknowledgement would not under those conditions vitiate the execution of the instrument.

Furthermore, in the case of Atwood vs. R. I. Hospital Trust Co., 264 Fed. 360, the court held that this very instrument in question was properly executed as a will according to the statutes of Rhode Island.

See also Appellants’ Exhibit 3.

On all the facts, therefore, and on the law, in the judgment of the court the trust' deed, so-called, was executed with all the formalities required in this state for the execution of a testamentary instrument.

The next issue raised by the ap-pellees relates to the matter of estoppel. They claim that the appellant Merrill is estopped in these proceedings by the decision of the court in the cases of Merrill vs. R. I. Hospital Trust Co., 45 R. I. 276, and Davis vs. Manson, 102 Atl. 714. The claim is that the appellant Merrill [137]*137-was a party to those proceedings and that in those proceedings the instrument in dispute in this case has been definitely held to' he a trust deed creating- an inter vivos trust.

There is no question hut -what1 in general this claim is correct. In the judgment of the court the fact that the trust deed now in question and offered for probate has been clearly and unquestionably held to create or set out the terms of a valid inter vivos trust is definitely settled and can not be disputed.

Merrill vs. R. I. Hospital Trust Co., supra.

Talbot vs. Talbot, 32 R. I. 72.

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1 R.I. Dec. 135, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-v-boal-risuperct-1925.