2 Mass. App. Ct. 353 | Mass. App. Ct. | 1974
This intrafamily dispute over the ownership of a joint bank account presents another illustration of the difficulties which beset the litigants and this court when a retiring trial judge fails to perform his statutory duty to make an adequate report of the material facts found and relied on by him as the basis for the entry of a decree which purports to determine the merits of a controversy. This particular controversy arises in the context of the efforts of an executor, who is the son of the testator, to secure the allowance by a Probate Court of his first and final account over the objections of a group comprised of five daughters of the testator and the child of a deceased daughter. The following are the visible tufts in a procedural morass.
A decree allowing the account in question was entered on December 20, 1972, following a hearing on evidence which is not reported. On December 29, 1972, the objectors filed a claim of appeal (G. L. c. 215, § 9) from that decree and a request under G. L. c. 215, § 11, for a report of the material facts. The trial judge’s response to that request (to be discussed) was filed on January 4, 1973, which, we are told, was the effective date of the trial judge’s retirement under art. 98 of the amendments to the Constitution of the Commonwealth.
The trial judge’s response to the objectors’ request for a report of the material facts found by him consists of a single page on which the following appear: (a) a statement of the objectors’ contention that the account should have included (presumably in Schedules A and C thereof) a joint bank account which the testator had had with the executor; (b) a statement that “ [t]he testator, in 1966, added to a bank account he already had, the name of his son, the executor, as a joint owner thereof”; (c) improperly included recitals of opposing testimony (Adams v. Adams, 331 Mass. 354, 356-358 [1954]; Reed v. Reed, 340 Mass. 321, 322 [1960]) on which no findings áre made; (d) a finding that one of the witnesses had been employed by the testator for many years; and (e) a concluding statement that “ [t]he [c]ourt determined that the money in the joint bank account placed there about six years before the testator’s death, was not part of the estate, and was that of the executor, and his alone, and was not accountable for in the first and final account.”
The report contains nothing else. Because the trial judge’s retirement precludes our remanding the case for further findings under the provisions of G. L. c. 231, § 125A, the decree allowing the account must stand or fall on the facts found in the report. See Sidlow v. Gosselin, 310 Mass. 395, 397 (1941); Reed v. Reed, 340 Mass. 321, 322 (1960). The ultimate conclusions (whether of fact or of law) in (e) above rest on the conclusion in (b) above that the testator’s act of adding the executor’s name to an unidentified bank account resulted in the executor’s becoming “a joint owner thereof.” The latter conclusion lacks the support of any finding which would warrant a fair inference as to the testator’s intent with respect to the ownership of the account.
The remaining procedural points need not detain us. The appeals from the denials of the objectors’ motions to amend the trial judge’s report and for a new trial may be dismissed as moot in view of our disposition of the first appeal. It is true, as the executor urges in his brief, that the objectors did not appeal from the order or decree dismissing that appeal. It is inferable from the record, however, that the reason for the objectors’ delay in filing any designation under the aforementioned Rule 1:02 was the continued pendency of their undecided motion for a new trial, which appears to have been filed in prompt response to a remark made by the second judge in connection with his denial of the motion to amend the trial judge’s report. There would have been no occasion for processing the first appeal if the motion for a new trial had been allowed.
The order or decree dismissing the appeal from the decree allowing the first and final account is vacated; the appeals from the denials of the motions to amend the trial judge’s report of material facts and for a new trial are dismissed as moot; the decree allowing the account is reversed; the case is to be heard again on the allowance of the account; costs of appeal are not to be awarded to any party.
So ordered.
For reasons which will presently appear, we need not consider whether the trial judge’s report was signed and filed before or after the tabulation of the votes cast with respect to art. 98 which was considered in Opinion of the Justices, 362 Mass. 907 (1972). In order to avoid any possible difficulty in this respect (see Bannish v. Bannish, 357 Mass. 279, 280 [1970]) we shall assume, for the purposes of this decision, that the trial judge signed and filed the report in question before he went out of office.
For instance, we do not even know whether the account in question was a savings account evidenced by a pass book. If the
We express no intimation on the propriety of the denial of that motion US’ presented.
See the second sentence of Rule 1:07 of the Appeals Court (1972), 1 Mass. App. Ct. 887; George v. Coolidge Bank & Trust Co. 360 Mass. 635, 637-638 (1971).