Emery v. Emery, 111 N.E. 287

Braley, J.

The executrix and widow of the testator having offered the will for probate, the testator’s children by a former marriage contested its allowance on the ground that the instrument had been procured to be made through fraud or undue influence of the widow, to whom and to her two sisters, one of whom had been adopted by him, he bequeathed the bulk of his property. The jury having decided in favor of the contestants, the case is here on exceptions of the proponent to the refusal of the presiding judge to rule that as matter of law there was no evidence of fraud or undue influence, and that the question submitted must be answered in the negative.

We assume on the record, that apart from this request full and appropriate instructions were given, and there are no exceptions to the admission of evidence, which ranged approximately from four years before the date of the will to two years thereafter. The first marriage, the birth of the children, the divorce proceedings of the first wife, who has survived her former husband, the second marriage and the adoption were uncontroverted, and there was no direct evidence that the widow ever induced or sought to induce her husband to make any testamentary disposition of his property.

The nature of fraud or undue influence sufficient to vitiate a will has often been defined. Whitcomb v. Whitcomb, 205 Mass. 310, and cases cited. It may be produced by unceasing importunity or by the silent yet resistless power which a strong will exerts over a less forceful and resolute individuality. The boundary, where legitimate influence on the part of a wife to persuade her husband to make a testamentary disposition of his property in compliance with her wishes ends and illegitimate persuasion or coercion begins, cannot be ascertained with the accuracy of mathematical demonstration. Hall v. Hall, L. R. 1 P. & D. 481. While, the fundamental law is certain, the facts vary with the circumstances of each case. It needs no discussion to make evident that where either spouse is charged with having overcome the volition or free agency of the other, the very relation of husband and wife, as well as the nature of the, wrong, generally preclude the procuring of direct testimony, and resort to proof of circumstances which are admissible to establish the charge becomes necessary. Woodbury v. Woodbury, 141 Mass. 329, 331. Hoffman v. Hoffman, 192 Mass. 416. Old Colony Trust Co. v. Bailey, 202 Mass. 283. Aldrich v. Aldrich, 215 Mass. 164. The evidence, of course, must show that the testator disposed of his property differently than he would have done if he had been left free to exercise his own judgment. Or, in other words, the issue is, was such influence exerted and, ■ if so, did the testator yield to it?

The question now recurs, Is there any substantial evidence warranting the verdict? The bare record cannot reproduce the environment of the trial. The appearance of the witnesses, their manner when giving evidence, the indefinable something constituting personality, were all before the jury but are absent from the printed page. They could have found that before the divorce the testator conceived a passionate fondness, which was reciprocated, for the woman who became his second wife, and that after marriage the affection and loyalty springing from the relation became so preponderant as to lead him to act in conformity with her feelings and desires in all matters appertaining to his former marital and parental affiliations. It was after three years of married life, and within a year before the execution of the will, that he said to his eldest son, who desired to obtain a college education and applied to his father for assistance: “I can’t do anything to help you because it will simply make trouble for me with my wife there in the family. They will find fault and I just can’t do it. It is impossible the way I am fixed; the situation I am in now.” It further appeared from the son’s evidence, which was admissible under the rule of Shailer v. Bumstead, 99 Mass. 112, that two years after the date of the will the testator sent for him and gave him money for this purpose, saying: “It is upon this express condition, that you will not under any circumstances say, that I am doing it for you or let any one know it, because the minute that my wife finds this out it will be all over. I shall have to stop it and I can do nothing further.” The son, having received and partially expended the amount, again was sent for when the testator said, “that his wife had found it out . . . and it was all over. ... I can’t do another thing. . . . There is all kinds of trouble for me, and I can’t do anything more, and I must have that money back, and this thing must be closed up.” Upon being told how greatly his son relied upon him for aid and of the partial expenditure, the reply was: “I have tried to do my best, and tried to do this thing, but it has got to a point where I can’t. You had better go right out and take the things back that you have got and get the money back and give it to me.” The request or command was complied with and the money was returned. The foundation having been laid by evidence tending to establish a previous mental condition, this testimony showing its continued existence would warrant the jury in finding, that when he prepared and executed the will the testator acted in complete subordination to his wife’s purpose that no part of his property should ever be enjoyed by the children. The -R. L. c. 135, § 1, conferred the right to dispose of his estate as he pleased even if his children were practically disinherited, and there are portions of the record which standing alone support the view ably urged by counsel for the will, that it expressed the uninfluenced determination and intention of the testator. But the jury were not restricted to single instances. The life and conduct of the husband and father within the period of inquiry had been fully portrayed, from which more than one inference properly could be drawn. It was for them to determine under suitable instructions whether the testator, “a strong man of good intellect and a good lawyer,” having paid by way of alimony a large sum to his first wife and later by order of the court a further allowance for the support of his minor children, which together amounted to a very appreciable portion of his entire property, felt that they had no further just demands on his bounty in view of bis subsequent obligations, or whether he succumbed to the over-persuasion or influence of his wife, and disregarded the ordinary feelings of parental affection and of solicitude for the future welfare of his children. It may be the conclusion they reached was erroneous in fact. We are not concerned however with the weight of evidence or the credibility of witnesses; that was for the judge to determine on a motion for a new trial. And, the verdict as matter of law not having been unwarranted, the exceptions should be overruled.

So ordered.

Case Details

Case Name: Emery v. Emery

Court Name: Massachusetts Supreme Judicial Court

Date Published: Jan 14, 1916

Citations: 111 N.E. 287; 222 Mass. 439; 1916 Mass. LEXIS 874

Court Abbreviation: Mass.