Royal

127 A.2d 484, 152 Me. 242, 1956 Me. LEXIS 63
CourtSupreme Judicial Court of Maine
DecidedDecember 5, 1956
StatusPublished
Cited by7 cases

This text of 127 A.2d 484 (Royal) 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
Royal, 127 A.2d 484, 152 Me. 242, 1956 Me. LEXIS 63 (Me. 1956).

Opinion

Tapley, J.

On exceptions, Lyman C. Hurd, Jr., died at Waterville, Maine on January 4,1954 while in his 74th year. He executed his last will and testament, dated February 12, 1952, at Boston, Massachusetts at the office of Israel N. Samuels, a practicing attorney and member of the Massachusetts Bar. The testator nominated Mr. Samuels as executor and directed that he be exempt from furnishing sureties on his official bond. Mr. Hurd made certain bequests, some of which could be Classified as charitable, and named his two children, Lyman C. Hurd, III and Elizabeth Royal, as residuary legatees. These children, his residuary legatees, are contesting the will.

The will was presented for probate to the Judge of the Probate Court within and for the County of Somerset and State of Maine on petition of Israel N. Samuels, the named executor. A hearing was had before the Judge of Probate as to the allowance of the will and whether the named executor was qualified to act as such. A full and complete hearing was had involving these issues which resulted in a decree approving and allowing the will with appointment of Israel N. Samuels as executor. Dissatisfaction with these findings actuated the contestants to file an appeal to the Supreme Court of Probate. The necessary appeal and reasons of appeal were seasonably filed. The reasons of appeal alleged by the contestants are substantially as follows:

1. That the instrument dated the twelfth day of February, 1952, which was approved and allowed as the last will and testament of the late Lyman C. Hurd, Jr., was not in fact and in law his last will and testament.

2. That at the time of the alleged execution of the instrument purporting to be the last will and testament of [244]*244Lyman C. Hurd, Jr., he, because of his age, physical and mental disease and infirmity, was not of sound and disposing mind and did not have testamentary capacity in fact and in law.

3. That at the time of the execution of the instrument purporting to be the last will and testament of Lyman C. Hurd, Jr., he was old, frail, ill, both physically and mentally, and did not have the ability to resist undue influence which was exerted upon him in connection with the preparation and execution of his last will and testament.

4. That the alleged last will and testament of Mr. Hurd was designed and drafted by one Israel N. Samuels, acting in his capacity as attorney and counsellor for Mr. Hurd, and that the execution of the instrument was not the free and deliberate act of the testator but was the result of undue influence exerted upon him by his attorney, Mr. Samuels, who was also one of the attesting witnesses to the will and under its terms named executor without bond.

5. That Israel N. Samuels, appointed executor of the last will and testament of Lyman C. Hurd, Jr., is not legally competent to act in said capacity, is not a disinterested person and, further, is not a fiduciary satisfactory to the appellants in view of the nature and magnitude of the estate and in view of their interest therein as residuary legatees.

6. That the appellants as residuary legatees have no protection as a result of the decree of the Judge of Probate ordering the executor, Israel N. Samuels, to file a bond without sureties in the sum of $600,000.00 and approving such bond so filed, complaining that such order is completely inadequate and insufficient in view of all the circumstances of the case.

The contestants’ exceptions are four in number, all based on the complaint and contention of legal error in the decree of the Supreme Court of Probate. The contestants argue as [245]*245to the first three exceptions that there is legal error in the decree because the findings are against the law and are not supported by the evidence but conversely are inconsistent with all of the credible evidence of probative value. The fourth exception concerns itself with the contention that the decree is erroneous, legally untenable and constitutes an abuse of judicial discretion.

The problem of this court is to review the evidence in order to ascertain if there was any evidence to support the findings of the justice below in his ruling that Lyman C. Hurd, Jr. was possessed of testamentary capacity on February 12, 1952; that there was no undue influence exerted upon him in connection with the preparation and execution of his last will and testament; that Israel N. Samuels is legally competent to act in the capacity as executor under the last will and testament of Lyman C. Hurd, Jr. and finally, does the finding of the presiding justice that the executor may furnish a bond in the penal sum of $600,000.00 without sureties constitute an abuse of judicial discretion.

Exception 1. Testamentary Capacity

The burden of proving testamentary capacity rests upon the proponents. This rule is, well established in this State, Pliny Crockett, Applt., 147 Me. 173.

The question as to whether or not the testator was possessed of testamentary capacity is one of fact. Chandler Will Case, 102 Me. 72.

The contestants lay great stress on the testimony of Dr. Rupert A. Chittick to sustain their contention that Mr. Hurd, Jr. was lacking in testamentary capacity. Dr. Chit-tick is an acknowledged specialist in psychiatry. He first met Mr. Hurd in January of 1951 when he was admitted as a patient to the Vermont State Hospital where Dr. Chit-tick was superintendent. He remained a patient in the in[246]*246stitution until March 23, 1951. Mr. Hurd was experiencing the effects of alcoholism and demonstrated the usual complications that many times arise from such a condition. The doctor was of the opinion that Mr. Hurd was suffering from a psychosis identified as Korsakoff’s psychosis when he left the hospital in March of 1951. He then described the effect of such a disease in relation to the mental activity of the patient and the prospects of recovery from the damage brought about by such a condition. Cross-examination of Dr. Chittick produced some interesting testimony which may be considered in evaluating the opinion of the doctor:

“Q. Surely he would know, even if he suffered from this as you say he did, there would be certainly times when he would know about his business enough so that he could transact simple business, wouldn’t he?
A. It is possible.
Q. Surely. And he could travel around himself alone, he could pay a hotel bill or something like that, couldn’t he ?
A. He probably could, yes.
Q. He could discuss business matters with attorneys, wouldn’t you think?
A. He could discuss most any matters with anybody as far as that goes.
Q. And he could with reference to the truth of their existence, couldn’t he?
A. I am sorry, sir, I don’t understand.
Q. I say he would be able to discuss them with complete reference to the truth of their existence?
A. That one cannot be sure about. He might or he might not.
Q. You wouldn’t say that if he owned a woodlot in Detroit, Maine that he couldn’t talk with an attorney about the existence of that woodlot and his ownership of it, would you?
[247]*247A.

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Bluebook (online)
127 A.2d 484, 152 Me. 242, 1956 Me. LEXIS 63, Counsel Stack Legal Research, https://law.counselstack.com/opinion/royal-me-1956.