Mulligan v. McDonagh

30 N.E.2d 385, 307 Mass. 464, 1940 Mass. LEXIS 1064
CourtMassachusetts Supreme Judicial Court
DecidedNovember 27, 1940
StatusPublished
Cited by7 cases

This text of 30 N.E.2d 385 (Mulligan v. McDonagh) 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
Mulligan v. McDonagh, 30 N.E.2d 385, 307 Mass. 464, 1940 Mass. LEXIS 1064 (Mass. 1940).

Opinion

Dolan, J.

These cases come before us on the appeals of the petitioner in the second case from decrees entered in the Probate Court, (1) dismissing her appeals from a decree authorizing the executors named in the will of Frank J. [465]*465Reddican to adjust the controversy that had arisen concerning the probate of certain instruments, purporting to be his will and codicil thereto, in accordance with the terms of a written agreement of compromise and from a decree allowing those instruments as his will but to be administered in accordance with the agreement of compromise; and (2) denying and dismissing her petition to revoke those decrees. The petitioner in the second case will be referred to hereinafter as the appellant.

The testator died on July 25, 1939, leaving as his heirs at law, according to the recitals in the petition for probate, fourteen first cousins of whom the appellant, a resident of Ireland, is one. An order of notice was issued on the petition for probate returnable on September 14, 1939. The thirty-fifth article of the will provides as follows: “I have intentionally omitted any and all of my relatives and heirs-at-law who live in Ireland.” Certain of the testator's heirs, and certain persons named as legatees in a prior will, appeared to contest the petition for probate. On December 4, 1939, the judge allowed a petition of the executors for authority to adjust the contest of the will in accordance with the terms of a written agreement of compromise, to which the executors, all the contestants, and the residuary legatees and devisees were parties. On December 4, 1939, the judge entered a decree allowing the instruments presented for probate but to be administered in accordance with the terms of the agreement of compromise. On December 23, 1939, the appellant, appeared for the first time and claimed appeals from the decrees just referred to, and on the same day also filed a petition for then revocation. The disposition of these appeals and of the petition for revocation has already been set forth.

The sole contention of the appellant is that the judge had no jurisdiction under the governing statute, G. L. (Ter. Ed.) c. 204, § 15, to authorize the adjustment of the controversy arising out of the petition for probate in accordance with the agreement since all those “entitled to the estate of the deceased under the laws regulating the descent and distribution of intestate estates,” that is, all the heirs [466]*466at law of the testator, were not parties to the agreement. If the judge was without jurisdiction to authorize the adjustment of the controversy in accordance with the terms of the agreement, it would follow that the decree allowing the will “purporting to go on the footing of a compromise, falls of itself with the compromise. See Abbott v. Gaskins, 181 Mass. 501.” Bartlett v. Slater, 182 Mass. 208, 210.

G. L. (Ter. Ed.) c. 204, § 15, provides as follows: “The supreme judicial court or the probate court may authorize the persons named as executors in an instrument purporting to be the last will of a person deceased, or the petitioners for administration with such will annexed, to adjust by arbitration or compromise any controversy between the persons who claim as devisees or legatees under such will and the persons entitled to the estate of the deceased under the laws regulating the descent and distribution of intestate estates, to which arbitration or compromise the persons named as executors, or the petitioners for administration with the will annexed, as the case may be, those claiming as devisees or legatees whose interests will in the opinion of the court be affected by the proposed arbitration or compromise, and those claiming the estate as intestate, shall be parties.”

While it is true that, in the recitals of § 15 descriptive of the character of controversy that may be adjusted in accordance with its provisions, the controversy is denominated as one between the persons who claim as legatees or devisees under the will and the persons entitled to the estate of the deceased under the laws regulating the descent and distribution of intestate estates, yet, in defining those who are necessary parties to the compromise, the statute specifically designates “those claiming as devisees or legatees whose interests will in the opinion of the court be affected by the proposed . . . compromise, and those claiming the estate as intestate.” It does not prescribe as necessary parties those who would be entitled to the estate of the deceased had he died intestate, but rather those who claim the estate as intestate.

In the present case we think it must be held that the only persons claiming the estate of the deceased as intestate [467]*467were those of his heirs who appeared and contested, all of whom were parties to the agreement of compromise. The adjustment of a controversy over the probate of a will is necessarily based upon a dispute, a contest, in the settlement of which those claiming as legatees and devisees whose interests will be affected by the compromise agree that the contestants shall have a sum of money or specific share of the estate or thing of value, Baxter v. Treasurer & Receiver General, 209 Mass. 459, 463, in consideration of the contestants’ promise to withdraw their opposition. Silver v. Graves, 210 Mass. 26, 29.

In other decisions of this court concerning the compromise of wills there is frequent reference to the contestants of a will as those claiming the estate as intestate, or as claimants. Lincoln v. Wood, 128 Mass. 203, 205. Elder v. Adams, 180 Mass. 303, 306. Hastings v. Nesmith, 188 Mass. 190, 194. Blount v. Wheeler, 199 Mass. 330, 338. Parker v. New England Trust Co. 215 Mass. 226, 228. See also Hogarth-Swann v. Weed, 274 Mass. 125, 128. The proceeding is spoken of as one in which the contestants withdraw their opposition. Baxter v. Treasurer & Receiver General, 209 Mass. 459, 462.

In the present case, the parties to the agreement of compromise were the executors, the only legatees and devisees whose interests were affected by the agreement of compromise, certain legatees under a prior testamentary disposition, and the only heirs at law of the deceased who duly appeared to contest the probate. Since they were all of full age and sui juris, there was no absolute need of resort under the statute for confirmation of the agreement. Baxter v. Treasurer & Receiver General, 209 Mass. 459, 463. Such an agreement could be enforced in equity both before and after the enactment of the statute, Blount v. Wheeler, 199 Mass. 330, or by action at law. See Silver v. Graves, 210 Mass. 26, 28, 30. The courts look with favor upon such settlements. Baxter v. Treasurer & Receiver General, 209 Mass. 459, 461. Had not the parties to the compromise agreement here involved resorted to the statute, the agreement could have been enforced in equity, or recovery could [468]*468have been had thereon at law. In such proceedings the appellant could not be heard to complain.

We are of opinion that the confirmation of the agreement by the probate judge did not affect the validity and binding force of the agreement. The rights of the parties growing out of the agreement rest upon it and the decree confirming it and are not testamentary rights. Brandeis v. Atkins, 204 Mass. 471, 474. Baxter v.

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Bluebook (online)
30 N.E.2d 385, 307 Mass. 464, 1940 Mass. LEXIS 1064, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mulligan-v-mcdonagh-mass-1940.