Old Colony Trust Co. v. Yonge

18 N.E.2d 335, 302 Mass. 49, 1938 Mass. LEXIS 1105
Massachusetts Supreme Judicial Court·Decided December 29, 1938·Published·Cited by 7 cases

Opinion

Ronan, J.

Gertrude P. Browne died on May 28, 1937, at the age of seventy-five years, possessed of an estate of approximately $50,000, and leaving as her heirs two nephews and two grandnieces. Three of these appeared in opposition to the probate of an instrument purporting to, [50] be her last will and to have been executed by her on May 12, 1937, which, after a full hearing in the Probate Court, was disallowed on the ground, as stated in the decree, that it had been procured by the undue influence of .one Rossiter. The proponent appealed from the decree of the Probate Court.'

The case is before us with a full report of the evidence but without any findings of fact by the judge other than the recital in the decree to which we have just alluded. Appeals from the Probate Court under G. L. (Ter. Ed.) c. 215, §§ 9-12, are- considered in this court in the same manner as are appeals in equity. Norcross v. Mahan, 283 Mass. 403. Greeley v. O’Connor, 294 Mass. 527. Murphy v. Donovan, 295 Mass. 311. It is our duty to examine the evidence and to decide the case upon our own judgment but the findings made by the judge upon oral testimony are not to be set aside unless they are plainly wrong. Tuells v. Flint, 283 Mass. 106. Limoges v. Limoges, 287 Mass. 260. Murphy v. Nally, 301 Mass. 329.

We have considered the evidence and shall now briefly refer to matters disclosed on the record. In 1934, following the death of her husband in October, 1933, Mrs. Browne moved into an apartment hotel in Brookline where she resided alone up to the time of her death. She had but a few friends who called upon her and whose visits she seemed to enjoy, but as time went on she became accustomed to leave word at the hotel desk that she was not to be disturbed and on such occasions her friends were unable to see her. She remained on friendly, but rather distant, terms with her relatives, none of whom saw her frequently, although a cousin had established an annuity of $1,800 for her, and his wife had made annual gifts of about the same amount. She seemed to be experiencing difficulty in properly adjusting herself to the situation in which she was placed by the death of her husband, to whom she was wont to refer. Soon after she arrived at the hotel, she met one Rossiter, a man considerably younger than herself, who was also living alone in the hotel and was employed in a furrier’s shop in Boston. She became fond of him and [51] spent considerable time in his company. When she was away, they corresponded frequently and many of their letters are included in the record. A change in her mental condition became apparent in the fall of 1935. • 'She was dazed and confused, and thereafter her interest in life began generally to wane. These conditions grew worse. Her memory was failing. At times she delayed doing simple things until she could concentrate sufficiently to enable her to act. She was unable to keep her check book in balance with the bank statement and turned this work over to a friend, who on May 1, 1937, was superseded by Rossiter. She began to use liquor much more than she previously had and at times showed its effects. From February 26, 1937, to March 14, 1937, she was confined to a hospital where she was treated for a septic leg. Soon after she returned from the hospital, it was suspected that she was suffering from a fatal ailment and on May 3, 1937, she entered a hospital for observation, where she remained until May 9, 1937. Her final visit to the hospital began on May 13, 1937. She commenced to give money to Rossiter in the spring of 1935 and these payments, some of which purported to be for merchandise, continued until May 5, 1937, when, while confined in the hospital, she .gave him a check for $5,000. Rossiter within a day or two thereafter sought and secured a written statement from her physician that she was competent to transact business. On or about May 7, 1937, he had received a power of attorney from her to go to her deposit box, but this power was not recognized by the bank until one of its officials had conferred with Mrs. Browne, and then Rossiter removed the securities. On May 11, 1937, he made an appointment with an attorney who was a friend of his to come the next day to draft a will for Mrs. Browne. When the attorney arrived- upon the afternoon of May 12, 1937, the securities, which- Rossiter had taken from the deposit box, were placed in two piles: upon the bed in which Mrs. Browne was. All the certificates in one pile were signed by her and delivered to Rossiter, and'.the attorney discussed with her and in the presence of. Rossiter the amount and kind of prop[52] erty she owned. When Rossiter left the room he took with him the certificates that she had signed. The attorney then continued to discuss her will with her and took notes. He then left the room, had dinner with Rossiter, wrote the will which gave Rossiter all her property except $900 and certain personal effects, and had it executed. It made provisions inconsistent with a general testamentary intent manifested by three previous wills and was contrary to her previous declarations to her friends. The attorney had also secured from her an order upon her regular attorney, whose family she had known for years and whose services were satisfactory to her, to turn over to him certain securities her regular attorney was holding for her. The evidence was conflicting concerning her mental condition and her attitude toward Rossiter. The case required the careful weighing of the oral testimony of numerous witnesses, some of whom furnished evidence which, if believed, would weaken or support the contentions of one side or the other. But the credibility of the witnesses was for the determination of the trial judge, and his failure to adopt a view of the evidence favorable to the proponent cannot be said to be error.

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Old Colony Trust Co. v. Yonge, 18 N.E.2d 335, 302 Mass. 49, 1938 Mass. LEXIS 1105 (Mass. 1938).

18 N.E.2d 335 (Old Colony Trust Co. v. Yonge) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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