335 Mass. 681 | Mass. | 1957
This is an appeal from an order of the probate judge, on a petition of contesting heirs, directing that there be tried by a jury the issue of whether the alleged will of Helen C. Karp, dated October 14, 1954, was “procured to be made through the fraud or undue influence of Thaddeus Karp ... or of Chester J. Sokolosky.” Karp is the nephew of the decedent’s deceased husband. Soko-losky is named an executor with Karp, and is not a legatee.
The principal differences in the wills of January 25, 1953, and October 14, 1954, are these:
(a) By the earlier will $5,000 was left to the decedent’s sister, in Poland, or if she was not living to her two sons, in Poland. By the later will the sister is to receive the proceeds of household furniture and effects, invested in clothing for her, and also the decedent’s own clothing and personal effects, and each of the sister’s sons is to receive a legacy of $1,000. These two money legacies are each subject to the condition that one half of the legacy is to lapse at the end of ten years, and the balance at the end of fifteen years, if in each such period the prohibition of United States law against sending money to Poland is not removed or the legatee does not gain admission to the United States.
(b) In the earlier will a nephew and a brother of the decedent’s husband, in Poland, were each to receive $2,000 and a great grandniece of his in Poland was to receive 13,00o.1 The later will reduces the legacies to the nephew and brother to $1,000 each, continues the legacy to the great grandniece in the same amount, and makes all three legacies subject to the condition which applies to the legacies to the decedent’s nephews in Poland.
(c) The earlier will gave $1,000 to Thaddeus Karp and nothing to any member of bis family. The later will gave to Thaddeus and his wife Veronica the residue of the estate and to his son Robert $3,000 and son Eugene $2,000. The legacies under the earlier will totaled $19,250 and there was no disposition of the*683 residue of an estate estimated in January, 1953, at $28,000. The legacies under the later will totaled $13,100 so that a gross residue of up to $15,000 was indicated with whatever accretions might come from lapsing legacies. Counsel stated that the decedent in connection with making the will of October, 1953, had in mind $9,000 for Karp.
(d) Two local friends who had been given $1,000 and $500 respectively in the earlier will were omitted in the later one. A gift to a godchild was reduced from $1,000 to $500. Earlier specific provisions for a monument ($1,500) and funeral expenses ($1,250) were omitted in 1954.1 The earlier will provided $500 for masses, the intervening will of October, 1953, provided $2,000 for this purpose and the offered will provided $100.
The statements of expected testimony indicated also that facts as follows might be proved: Karp and his family visited the decedent in July of 1953 for about a week; this was the first time she had seen him, although they had corresponded; she was “delighted” when he came. Sokolosky had been financial and business adviser to the decedent for many years and had made out her tax returns. A still earlier will had left him a substantial legacy. On January 25, 1953, being in the home of a friend and faced with a very serious operation, the decedent sent for an attorney to draw a new will and through an interpreter directed that the legacy to Sokolosky be omitted and that the will of that date, as described herein, be drawn. From time to time after January 25, 1953, the decedent said that Sokolosky was “hounding her to make out a will” and that she was “afraid to tell him I’ve got a will.” ' After making the will of January 25, 1953, the decedent notified legatees in Poland of their prospective legacies and wrote her sister that she “feared
It was stated by counsel that Thaddeus Karp would testify that he never spoke or wrote to the decedent about how she should leave her property and that Sokolosky at no time told her what to “do with her money” or “said anything to influence her” in this respect and did not know Thaddeus
On this prospective testimony it would be purely conjectural whether undue influence of Karp and Sokolosky, either or both, induced the changes in the will. Of course Karp could have procured Sokolosky to influence the decedent to favor him and to scale down or omit other gifts, but except for the changes actually made there is no indication of evidence that this occurred and there is suggested evidence and reasonable inferences which can be drawn to account otherwise for the changes which were made. These include the inference of an awakened interest in and liking for the husband’s nephew and his family presumably not existent before the decedent became acquainted with them. There is no exclusion of persons who would-naturally be the principal objects of the decedent’s bounty and in need of her assistance as was the case in Duggan v. Rennick, 322 Mass. 425. In that case additionally the evidence supplied no adequate reason for the material change. The making of changes in testamentary dispositions with changing circumstances and wishes is natural and a common occurrence. The decedent’s actions are consistent with such motivation unaffected by suggestions by other persons. That Sokolosky “hounded” the decedent to make a will and that she was “afraid to tell him” she had a will are at least as consistent with embarrassment at having arranged for and executed an important document without consulting the long time business adviser as they are with fear that he would attempt to control her wishes. There is nothing but conjecture which connects the decedent’s fear of dishonesty with Sokolosky and there is affirmative indication of other possible explanation for it. The independent reaffirmation by the decedent to her attorney of all the relevant dispositions is significant.
We attribute, as the rule requires, some weight to the decision of the probate judge and recognize the element of discretion vested in him. Clark v. McNeil, 246 Mass. 250,
Although the rule and practice are such that in most cases the decision of the probate judge prevails, the requirement of uniformity of practice under, the statute (G. L. [Ter. Ed.] c. 215, § 16) demands that it be “subject to the corrective determination of this court.” Clark v. McNeil, 246 Mass. 250, 255. In cases of this kind the “extended citation of other decisions is of little value.” Duggan v. Rennick, 322 Mass. 425, 429. See, for a reversal of the order below, O’Brien v. Collins, 315 Mass. 429.
Order of the Probate Court reversed.
Said to have been described in the earlier will as a niece of the decedent.
The later will provided, “I direct that my executors have my date of death properly inscribed on my headstone at the Polish Cemetery in said Turners Falls”; and also provided for the “payment of my just debts and funeral charges.”