Allen v. Guarente

Decision Date29 June 1925
Citation253 Mass. 152,148 N.E. 461
PartiesALLEN et al. v. GUARENTE et al.
CourtUnited States State Supreme Judicial Court of Massachusetts Supreme Court

OPINION TEXT STARTS HERE

Appeal from Probate Court, Norfolk County; J. R. McCoole, Judge.

In the matter of the estate of Mary R. Allen, deceased. Petition for proof of will by Frank J. Allen and others, opposed by Winifred Roughan Guarante and others, From an order of the probate court, framing issues for trial by jury, proponent and certain legatees appeal. Order affirmed.

T. W. Proctor, of Boston, for appellants.

S. L. Whipple, C. B. Cross, and L. H. Leary, all of Boston, for appellees.

RUGG, C. J.

This is an appeal from an order of the probate court framing three issues for trial by jury concerning (1) the due execution of the alleged will of Mary R. Allen; (2) her soundness of mind; and (3) the fraud or undue influence of the proponent in procuring its execution. The petitioner for the proof of the alleged will is the second husband of the decedent.

The general principles of law and practice which ought to govern the probate court in deciding under G. L. c. 215, § 16, whether to frame issues for trial by jury in a petition for the proof of a will have been declared, discussed and amplified in recent decisions. They need not be repeated. Fuller v. Sylvia, 240 Mass. 49, 133 N. E. 384;Cook v. Mosher, 243 Mass. 149, 137 N. E. 299; Clark v. McNeil, 246 Mass. 250, 140 N. E. 922;Burroughs v. White, 246 Mass. 258, 140 N. E. 940.

There was statement of expected evidence from the family physician of the decedent of such nature that it cannot be pronounced wrong to frame an issue on her soundness of mind. Whitney v. Twombly, 136 Mass. 145;Becker v. Becker, 238 Mass. 362, 130 N. E. 843;Needham Trust Co. v. Cookson, 251 Mass. 160, 146 N. E. 268;Johnson v. Jenks, 251 Mass. --, 147 N. E. 844.

We are of opinion, also, that it cannot be said that the framing of an issue ought to be reversed respecting the fraud or undue influence of the proponent in procuring the execution of the instrument offered for probate. It would serve no useful purpose to narrate the evidence. The principles of law are well settled and need not be stated again. Neill v. Brackett, 234 Mass. 367, 126 N. E. 93, and cases there cited; Neil v. Brackett, 241 Mass. 534, 135 N. E. 690;Raposa v. Oliveira, 247 Mass. 188, 141 N. E. 870;Connell v. Sokoll, 247 Mass. 203, 142 N. E. 55;Angell v. Lighthipe, 251 Mass. 525, 146 N. E. 692; Craig v. Lamoureux, [1920] A. C. 349.

There is in the record slight, if indeed there is any, evidence tending to show that there was failure to conform to the law in the execution by the testatrix of the instrument offered for probate, including an understanding on her part of its contents. Richardson v. Richards, 226 Mass. 240, 115 N. E. 307. That issue ought not to be allowed unless there is a genuine contest based upon doubtful questions of fact. It is comparatively rarely that the situation justifies the framing of that issue. In the case at bar no argument has been urged by the proponent, restricted to this point alone. In the light of all these circumstances, though with some hesitation, we are of opinion that the portion of the order framing that issue ought not to be reversed. Old Colony Trust Co. v. Spaulding, 250 Mass. 400, 145 N. E. 927.

The main contention of the proponent is that no issues ought to have been framed for trial to a jury. That contention is founded on the peculiar facts shown in the record. Succinctly stated, those facts are that the decedent was about 68 years of age at the time of her marriage to the proponent, then about 31 years of age; that she had been a lifelong adherent of the Roman Catholic church, while he was a Christian Scientist; that they were not married by a Roman Catholic priest; that after the marriage the testatrix relaxed in observance of the rites of the Roman Catholic church and attended services of the Christian Science church with her husband; and that shortly before her death another marriage ceremony at her request was performed by a Roman Catholic priest. It is argued with earnestness that these circumstances afford a fertile field for appeal to religious prejudice and for ridicule of the somewhat unfamiliar phrases and other usages of the modern sect known as Christian Science. These elements of the case, so far as likely to make it ‘difficult, if not impossible, for a jury to confine their consideration to those aspects of it which were legitimate to the issue,’ well might have been given weight in deciding whether to frame issues for trial by jury. Fay v. Vanderford, 154 Mass. 498, 28 N. E. 681;Davis v. Davis, 123 Mass. 590;Ross v. New England Ins. Co., 120 Mass. 113. The conclusion would have been justified that under all the existing conditions these issues could have been more satisfactorily tried by the court than by a jury. The statement as to the practice of the Supreme Judicial Court in Fuller v....

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12 cases
  • McClellan v. Owens, 32107.
    • United States
    • Missouri Supreme Court
    • September 18, 1934
    ...16 Gray, 33, where it is said that such was the rule at common law. It is said, however, in the late case of Allen v. Guarante (Mass.), 148 N.E. 461, that "The credibility of witnesses can be affected only by evidence of their disbelief in the existence of God." In People v. Copsey (Cal.), ......
  • State v. Heinz
    • United States
    • Connecticut Court of Appeals
    • December 25, 1984
    ... ... 486, 492-96, 335 A.2d 516 (1975) (Hoffman, J., dissenting); McKim v. Philadelphia Transportation Co., 364 Pa. 237, 72 A.2d 122 (1950); Allen v. Guarante, 253 Mass. 152, 148 N.E. 461 (1925). Furthermore, cross-examination about religious beliefs is proper if the topic was raised on direct ... ...
  • McCormack v. Quilty
    • United States
    • United States State Supreme Judicial Court of Massachusetts Supreme Court
    • February 28, 1929
  • Old Colony Trust Co. v. Whitney
    • United States
    • United States State Supreme Judicial Court of Massachusetts Supreme Court
    • January 3, 1930
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