Thibault v. Estate of Fortin

122 A.2d 545, 152 Me. 59, 1956 Me. LEXIS 31
CourtSupreme Judicial Court of Maine
DecidedMay 11, 1956
StatusPublished
Cited by7 cases

This text of 122 A.2d 545 (Thibault v. Estate of Fortin) 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
Thibault v. Estate of Fortin, 122 A.2d 545, 152 Me. 59, 1956 Me. LEXIS 31 (Me. 1956).

Opinion

Tapley, J.

On exceptions. Albert W. Fortin, late of Lewiston, Maine, died on the nineteenth day of August, 1952. His will was presented for probate to the Probate Court for the County of Androscoggin and, upon hearing, the Judge of Probate entered a decree disallowing the will. The proponent of the will appealed to the Superior Court *60 sitting as the Supreme Court of Probate. The Supreme Court of Probate, after hearing, disallowed and dismissed the appeal and approved and affirmed the decree of the Judge of Probate denying the petition for the probate of the will and remanded the cause to the Probate Court for the County of Androscoggin for further proceedings not inconsistent with the decree. The proponent took exceptions to the findings and rulings of the presiding justice who heard the case without intervention of a jury. The proponent also took exceptions to the admission of certain testimony but this exception was waived and, therefore, it will not be considered.

The justice sitting in the Supreme Court of Probate, in his opinion, says:

“this Court finds that the instrument herein presented for probate was in fact procured by the petitioner under misrepresentations, and that said instrument is not the free will of the decedent, but was executed by the decedent by reason of undue influence exerted by the petitioner upon the decedent.”

The proponent in his exceptions attacks the justice’s findings by alleging that there was no evidence to support them.

Albert W. Fortin was a man 78 years of age and at the time of the execution of his will was bedridden, suffering from paralysis of the left side. The will was executed on June 25, 1952 and on the nineteenth day of August, 1952 Mr. Fortin died. The pertinent paragraphs of the will read as follows:

“FIRST: - I hereby devise and bequeath all property, real, personal or mixed, of which I may die possessed, to my brother-in-law, ERNEST THIBAULT, his heirs - and assigns forever, to dispose of the *61 same, in his sole discretion, as he may-think fitting and proper.
SECOND: I purposely omit any of my relatives as I trust implicitely (sic) my said brother-in-law, Ernest Thibault, to dispose of my estate at his discretion.”

Ernest Thibault was named sole executor of the will without bond. There are no contentions that the testator was of unsound mind.

The justice below was required to determine if the will was executed as a result of misrepresentation and undue influence. The contestants assert the claim that Ernest Thibault exerted such undue influence on the testator, Mr. For-tin, that the will which Mr. Fortin executed was not the result of a free mind and it gave Mr. Thibault a beneficial interest in the estate which Mr. Fortin did not intend he should have. This claim is most strenuously denied by the proponent. According to the terms of the will, Mr. Thibault is the sole beneficiary, if he so elects, as there is no legal compulsion requiring him to share the estate with any one.

Rogers, Applt., 128 Me. 459, at page 461:

“By undue influence in this class of cases is meant influence, in connection with the execution of the will and operating at the time the will is made, amounting to moral coercion, destroying free agency, or importunity which could not be resisted, so that the testator, unable to withstand the influence, or too weak to resist it, was constrained to do that which was not his actual will but against it.”

In re Will of Ruth Cox, 139 Me. 261, at page 272:

“As has been often reiterated, the burden of proof is on the party alleging undue influence. The true test is the effect on the testator’s volition. It must be sufficient to overcome free agency, so that what is done is not according to the wish and judgment of the testator.”

*62 Mr. Thibault was the brother-in-law and close friend of the testator, as well as being the conservator of his estate. The testimony and the wording of the will demonstrate the faith and confidence which he, the testator, had in Ernest Thibault. This relationship would naturally place Mr. Thibault in such a position of trust that his acts and participation in the drafting of the testator’s will should be most carefully scrutinized. It is under such circumstances and relationship that undue influence could most easily be exerted.

O’Brien, Applt., 100 Me. 156, at page 168:

“It is true, as argued, that great secrecy was observed by Mrs. Campbell and the proponent. No one had any knowledge in regard to the provisions of the will, and no one, except those who were obliged to, the scrivener and the witnesses, that she was making a will at all. It is undoubtedly true that where a will is made under such circumstances, and where a person who is largely benefitted (sic) by its provisions has much to do with its preparation, suspicion is naturally aroused, and all of the facts and circumstances surrounding the making of the will should be scrutinized with jealous care.”

The contestant has the burden of establishing undue influence. Pliny Crockett, Applt., 147 Me. 173.

Albert Fortin at the time of the execution of the will was physically unable to leave his bed. Mr. Thibault contacted Hercules E. Belleau, an attorney practicing in Lewiston, and requested him to draft a will for Mr. Fortin. Mr. Belleau testified:

“Q. Now you prepared a will in accordance with Mr. Thibault’s instruction ?
A. I did.
Q. What were those instructions as you remember?
*63 A. The instructions were that Mr. Fortin left everything that he owned to Ernest Thibault to have and dispose of in his own way.
Q. That was the will you drew up ?
A. That is right.”

After the will was drafted Attorney Belleau, in company with Mr. Thibault, went to the apartment of Mr. Fortin where he was introduced for the first time to Mr. Fortin by Mr. Thibault. Mr. Belleau had with him for execution the declination of Mr. Fortin’s appointment as executor of his wife’s will and a petition for the appointment of Mr. Thibault as administrator with the will annexed of the wife’s will. These latter documents were executed before the will. The signatures were in the form of crosses. Mr. Belleau testified that he had prepared a will in accordance with the instructions given to him by Mr. Thibault. The will was read to Mr. Fortin and he said that it was all right. Mr. Belleau signed the will as a witness as did Jeanne Marquis, a neighbor, and Alma Gastonguay, Mr. Fortin’s housekeeper and nurse.

Alma Gastonguay testified as to the relationship between Mr. Fortin and Mr. Thibault and then gave her version of the circumstances surrounding the execution of the will. She tells of Mr. Belleau and Mr. Thibault coming to the home on June 25th and that they went directly to Mr.

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Bluebook (online)
122 A.2d 545, 152 Me. 59, 1956 Me. LEXIS 31, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thibault-v-estate-of-fortin-me-1956.