| Mass. | Jun 28, 1933
This case comes before this court on two appeals from orders of the Probate Court for the county of Middlesex. The first is an appeal from the order, after hearing, denying a motion to frame issues for jury trial on the petition of Hugh J. McMackin and Mary Solari for probate of an instrument alleged to be the last will of Mary E. McCormick, deceased, late of Woburn in said county. The second is an appeal from two orders denying “as a matter of discretion” a subsequent motion to frame issues
Mary E. McCormick died April 9, 1932, unmarried, aged about seventy-three years, leaving an estate valued at about $8,000. The will of Mary McCormick offered for probate is dated September 2, 1931. A former will was executed by Mary McCormick in 1926; there was a codicil to that will in 1927, and a new will in 1929. Each of these wills and the will propounded for probate named Hugh J. McMackin and Mary Solari as executors and trustees. After the payment of debts and funeral expenses, the -will offered for probate gave the entire residue of the estate in trust, with power to apply the principal and income to the support of her sister Margery. At the sister’s death $200 was given to Mary Doherty, one of the contestants; a total of $900 was given in four other personal legacies to friends and relatives; a total of $700 was given to various religious and charitable societies; the household furniture was specifically bequeathed, mostly to Mary Solari, and the entire residue after the death of the sister Margery was given to said Mary Solari and to said Hugh J. McMackin, who are two of the next 'of kin. In the will of 1926 there was a bequest to William J. McMackin of $100. This bequest was revoked in a codicil dated February 2, 1927. There was no bequest to William J. McMackin in the will of 1929. In each of these wills the residue was given to Hugh McMackin and to Mary Solari, and it was in evidence that they received under the will offered for probate less than they would have received under the will of 1929. Mary McCormick and her sister Margery, as a result of an accident, died
At the hearing on the first motion to frame issues, counsel for the contestants stated that he expected to prové at the trial that in December, 1931, Mary Solari talked with her brother William and told him that Mary McCormick had told her that Hugh and his wife, Margaret, had told her that William was a drunkard, was always in trouble and was absolutely no good, that he never worked, Hugh and his wife had always taken care of him and William didn’t appreciate what was done for him; and that Mary McCormick when she was talking to Mary Solari inquired if these stories were true, if the statements which had been made to her were true; that Mary Solari also said to William that she had personally heard Hugh tell Mary McCormick that he had to pay something like $150 in court costs for William, that William was always in hot water and was a disgrace to the whole family; and that these statements were made by Hugh and his wife to the McCormick sisters and Thomas J. McMackin, deceased, when the McCormick sisters and Hugh and his wife and Mary Solari were all together in the McCormick household; that Mary Solari told William that she did not object to these slurs against him when they were stated by Hugh, his own brother, to the McCormick sisters because she did not want to make a row; that after Mary Solari had told William of this conversation she said to him, “You can thank Hugh and his wife for causing you to be left out of the will.... They have told her you are only an ordinary bum, but listen here, if you will promise not to go to court about that and raise a fuss, I will see that you get some money out of it all”; that, at the same conversation with William, Mary Solari told William that later she found out that (by a
The burden of proof is upon persons charging fraud or undue influence in procuring the execution of a will. Davis v. Davis, 123 Mass. 590" court="Mass." date_filed="1878-01-22" href="https://app.midpage.ai/document/davis-v-davis-6419112?utm_source=webapp" opinion_id="6419112">123 Mass. 590. In the case presented to the Probate Court there is no evidence that Mary McCormick was in any way or to any degree influenced to eliminate her cousin William from her last will by reason of anything said or done by either Hugh McMackin or Mary Solari. Indeed, there was evidence that warranted the Probate Court in finding that Mary McCormick, at the time she executed the will offered for probate, was normal, was a woman of dominating type, with a strong mind, not easily susceptible to improper influence. There was evidence that she was careful in her money affairs, was thrifty, made investments carefully, and, in matters requiring legal advice, she conferred with attorneys at law. With a person so endowed the evidence of undue influence should rest upon a foundation of solid fact and not upon mere speculation to warrant the submission of the issue of undue influence to a jury. See Neill v. Brackett, 234 Mass. 367" court="Mass." date_filed="1920-01-07" href="https://app.midpage.ai/document/neill-v-brackett-6434961?utm_source=webapp" opinion_id="6434961">234 Mass. 367, 369, 370. In passing it is to be noted that the will in question and the two prior wills provided for the natural objects
Decree accordingly.