O'Brien

60 A. 880, 100 Me. 156, 1905 Me. LEXIS 45
CourtSupreme Judicial Court of Maine
DecidedApril 12, 1905
StatusPublished
Cited by13 cases

This text of 60 A. 880 (O'Brien) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'Brien, 60 A. 880, 100 Me. 156, 1905 Me. LEXIS 45 (Me. 1905).

Opinion

Wiswell, C. J.

This is an appeal from a decree of the Probate Court of Knox County admitting-to probate the will of Mary E. Campbell. Upon the trial in the Supreme Court of Probate, three [158]*158issues were submitted to the jury; as to whether the testatrix knew the contents of the instrument purporting to be her will; whether she had testamentary capacity, and whether in making the will she was unduly influenced. The jury answered all of these questions in favor of the proponent of the will, and the case comes here upon the'contestant’s motion for a new trial. In the argument before the law court counsel for contestant abandons the other issues and relies wholly upon the allegation of undue influence. In fact, the testamentary capacity of Mrs. Campbell has been admitted in the stipulation signed by the counsel.

Before stating and discussing the facts it may be well to formulate a statement of what is and what is not undue influence which will vitiate a will, so far as this subject may be applicable to the facts of the case. False statements of material facts and deception may be eliminated from the discussion, since there is no evidence to show that any fraud of this nature was practiced upon the testatrix. Mere advice, suggestions, reasons or arguments addressed to the judgment of a person who is contemplating making a will, and which are intelligently considered and adopted by such person, do not constitute undue influence, nor does importunity even and persuasion, if the testator has sufficient mental capacity and strength of will to properly weigh and consider them and to resist them unless adopted by him in the free exercise of his judgment and volition. Upon the other hand, whatever may be the nature and extent of the influence, if, because of the physical or mental weakness of the testator, and the nature and persistency of the influence exerted, it is such that the testator is unable to resist it, if it deprives him of his power to act as a free agent in the manner that he otherwise would, it is sufficient to avoid the will, because a will made under such circumstances is not the will, and does not carry out the wishes, of a capable testator, acting as a free agent. It follows that the true test is to be found, not so much in the nature and extent of the influence exercised, as in the effect that such influence has upon the person who is making his will.

Whatever the nature and extent of the influence exercised, if in fact it is sufficient to overcome the volition .and free agency of the [159]*159testator, so that he does that which is not in accordance with the dictates of his own judgment and wish, and what he would not have done except for the influence' exerted, it is undue influence. But the mere fact that arguments and suggestions are adopted by a testator, and his will, on that account, is different from what it otherwise would have been, is not sufficient. It necessarily depends upon the further question as to whether such advice or suggestions are intelligently and freely adopted, because they have appealed to the judgment of the testator, so as to become in accordance with his own desires, or whether, because of the persistency of the importunity, or for any other reason, the testator is unable to resist and finally yields, not because of the voluntary action of his own judgment, but because, on account of the strength of the influence, or the weakness of his own judgment and will, he cannot resist longer. It is undoubtedly true as has been argued, that in some cases it may be very difficult to determine whether a suggestion has been thus freely adopted, or has been merely followed by the testator because it has overcome his free agency, but it is none the less the true and decisive question and must be determined as well as possible in each case from all the facts and circumstances of the case. The citation of authorities in support of these statements of the rule is unnecessary, because such authorities are so exceedingly numerous.

We come now to the consideration of the facts of this case, many of which are unquestioned and the most of which are uncontradicted. The person who is claimed to have exercised an undue influence over Mrs. Campbell was one William G. Starrett who was named as executor in the will and who wa,s largely beuefitted by some of its provisions. It becomes necessary in the first instance to state fully, but as briefly as the case will admit, Mr. Starrett’s connection with the making of the will, his previous relations with Mrs. Campbell, as well as those that existed at the time, and what influence he did in fact exert over her as to any of the provisions of the will in question.

The will was executed on the thirty-first day of October, 1900. The husband of Mrs. Campbell had died on the first day of that month. At that time Starrett was living in Massachusetts, in the vicinity of Boston. Mrs, Campbell and Starrett were second cousins, her [160]*160mother and his father were cousins. About the middle of September prior to Mr. Campbell’s death on the first day of October, Mrs. Campbell wrote to Starrett, telling him of the serious condition of her husband’s health and requesting him to come to Thomaston, if possible, as there might be business of importance about which she desired to see him. In response to this letter and to a telegram of similar effect, he arrived in Thomaston on September fourteenth and stayed until the twenty-fourth, during which time he had various interviews with both Mr. and Mrs. Campbell, but did not talk with Mr. Campbell about business affairs. Mrs. Campbell told him during this visit that in case of her husband’s death she should want him to manage and settle his property and business affairs. After having left Thomaston for his home on the twenty-fourth, he received a telegram on the first day of October announcing Mr. Campbell’s death, and at once returned to Thomaston.

Going back to the previous acquaintance between Starrett and Mr. and Mrs. Campbell, and their relations with each other, we find that Starrett when he was twenty-one years of age went into the employment of Mr. Campbell as a clerk in the latter’s store and remained there for a period of two years. In 1879, he went into the employment of Mrs. Campbell’s father Edward O’Brien, who was then conducting a business in Boston under the firm name of R. G. Morse & Co. He remained in that employment until 1888, and after an absence of four years went back in 1892. Edward O’Brien had previously died and Mrs. Campbell and her brother Edward E. O’Brien, were carrying on the business. From 1892, Starrett had charge of the Boston business until 1899, when it was closed out and the property sold. During that time Edward E. O’Brien as a member of the firm of Burgess O’Brien & Co., failed and made an assignment and the Boston business was thereafter carried on by Starrett under a power of attorney from Mrs. Campbell, Edward E. O’Brien and the latter’s assignee. It does not appear that Starrett had any business relations with Mr. or Mrs. Campbell, prior to the death of Mr. Campbell, except to have charge of the Boston business in which she was interested, and except that he had a sum of money in his hands belonging to her for investment. But the Campbells [161]*161were on quite friendly terms with both Mr. Starrett and his wife, they occasionally corresponded, and the Campbells would occasionally visit the Starretts when they were in Boston.

After the funeral of Mr. Campbell, Starrett stayed in Thomaston during the month of October, devoting considerable of his time to the business affairs and property matters of Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
60 A. 880, 100 Me. 156, 1905 Me. LEXIS 45, Counsel Stack Legal Research, https://law.counselstack.com/opinion/obrien-me-1905.