White v. Loftus

176 N.E. 646, 275 Mass. 559, 1931 Mass. LEXIS 967
Massachusetts Supreme Judicial Court·Decided June 1, 1931·Published·Cited by 2 cases

Opinion

Pierce, J.

Saving the names of the defendants, these two actions of contract and the two bills of exceptions are in every respect identical. The actions were tried together to a jury, and the bills of exceptions of the defendants should have been consolidated. The defendants at the trial conceded that the second count covered the same matters, facts and things as they were set out in narrative form in the first count, and, by agreement, in each action the judge directed a verdict for the plaintiff on the first count.

In each action the third count alleges, in substance, that in the distribution of the assets of the estate of Gertrude Loftus Mayers, a distributive share of one fourth of said assets was made to the defendant and that said distribution was made on the basis of the laws of distribution of the State of California, whereas the laws of the State of California did not apply because the decedent was domiciled in the Commonwealth of Massachusetts at the time of her death, and that the distribution should have been made under the laws of this Commonwealth. The third count further alleged, in substance, that as the result of said improper distribution the defendant therein was paid the sum of $1,250 in excess of his lawful share. The plaintiff seeks to recover for this sum in the third and fourth counts of her declaration.

At the trial there was evidence tending to prove that one John E. Mayers was a physician engaged in practice for many years in South Boston; that in 1906 he bought a house in which he lived and practised; that in 1907 he married the intestate and thereafter the title to this home was carried in the name of his wife; that shortly after the Great War the intestate and her husband travelled in California for several months; that late in 1920 Dr. Mayers told his sister, the plaintiff in these actions, that his wife [561] was suffering from what he believed to be a cancer; that she was not aware of her condition; that he was taking her to California in the hope that the climate would relieve her and that as soon as her condition would permit he would return to Boston. The evidence introduced further showed that Dr. Mayers and the intestate left for California in January, 1921, and located in Santa Monica, living in hotels and furnished apartments until Mrs. Mayers entered a hospital in Santa Monica. She died in April, 1924, and her body was brought to Boston and interred in the family lot. Before leaving for California, in January, 1921, Dr. Mayers turned over to the plaintiff the care of his South Boston real estate, with instructions to rent the same and account to him for the rent and upkeep until his return. The plaintiff did so until the death of the intestate and of Dr. Mayers. Correspondence passed between the plaintiff and Dr. Mayers during this time wherein Dr. Mayers referred to his desire to come back to Boston and his intention to do so as soon as conditions would warrant. At the time of the burial of the intestate he stated that he was returning to Santa Monica to conclude his affairs there and as soon as he could he would return to Boston and resume his practice.

The intestate and Dr. Mayers before leaving for Santa Monica, in January, 1921, stored their piano and other household furnishings in Chelsea, where they remained until the death of the intestate and Dr. Mayers. The family silver was deposited in the vaults of a trust company and was not removed during their lifetime. When the intestate went to Santa Monica she had accounts in five savings banks, four in Boston and one in Chelsea, and also a checking account in a trust company in Boston, and these, several accounts remained active until her death. For eighteen years or more she had a safe deposit box in a vault on State Street which she retained until her death, and the contents of said box representing her entire estate of substantially $30,000, consisting of gold coin, bonds, securities and pass books in the savings banks qf Bostqn and Chelsea, were [562] removed by her administrator. In applying for his appointment as administrator in the Suffolk Probate Court John E. Mayers described the intestate as dwelling last in Santa Monica, California. There was also evidence that Dr. Mayers before leaving for California had said that he intended to apply for permission to practise there; that he had been registered in California and engaged in the practice of his profession there, and that he had said in respect to his practice “that conditions in California were better than in Boston, fees were higher, and there was very little night work.” It was further in evidence that Dr. Mayers had made a statement to the commissioner of taxes to the effect that in 1922 he was domiciled in Santa Monica, and there was also evidence that he had signed this statement as to his domicil at the request of his wife, the intestate, “for the purpose of saving the income tax.”

Upon the above evidence the defendant in each action asked the judge to give certain instructions, which were practically identical. This the judge refused to do and each defendant saved his exceptions thereto. The judge, instead of giving the instructions to the jury requested by each defendant, instructed them “that the question of domicil was a question of fact for the jury,” and the defendants duly excepted. Otherwise no exception was taken to the charge.

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White v. Loftus, 176 N.E. 646, 275 Mass. 559, 1931 Mass. LEXIS 967 (Mass. 1931).

176 N.E. 646 (White v. Loftus) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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