Opinion
No. 4199.
Decided May 5, 1953.
The finding of the Trial Court that husband and wife in making mutual wills, disposing of their estates in mandatory terms with a common purpose to common objects of their bounty, agreed that their wills should remain irrevocable after the death of one was proper under the terms of the wills and the surrounding circumstances.
BILL IN EQUITY, by a devisee under a former will to impress with a trust certain real estate situated in Keene which was devised to certain of the defendants under the last will of Mary G. Steams dated March 27, 1942. The plaintiff claims such a trust by virtue of the execution of mutual wills by Mary and her husband Frank in August, 1937, under a contract that they should be irrevocable. The husband died leaving his property to his wife as provided in his 1937 will. Thereafter the wife made another will on March 27, 1942, which made different disposition of her estate including the deletion of the former devises to the plaintiff. The bill in equity seeks to have a trust imposed by law in favor of the plaintiff as a means of enforcing the testatrix' contract to make the prior testamentary disposition of the property.
On August 18, 1937, Mary and Frank executed separate wills in favor of each other and of common beneficiaries. The wills, drafted by the same attorney and witnessed by the same attesting witnesses, were entirely similar except for necessary changes in the name of the maker, beneficiary spouse and fiduciary representative. Each will contained twenty-four clauses in identical language. After the introductory clause of the will and before clause 1 are three clauses designated A, B, C which are likewise identical except for necessary change of pronouns. Clause A gives all the property to the surviving spouse, and clause B appoints the surviving spouse executor or executrix. Clause C in Mary's will reads as follows:
"C. Whereas my said husband, Frank H. Stearns, has made a will conditioned that if he shall survive me, certain bequests shall be made for purposes therein stated, and
"Whereas my husband and myself are in perfect accord in regard to the objects of our bounty,
"Now therefore, in the event that I shall survive my said husband, and shall acquire property under his will, then I make the following disposition of my property and estate:"
Trial by the Court whose findings, rulings and decree are set forth below:
"After full hearing the parties filed a stipulation as to certain facts. These facts are found as stipulated. It is further found as a fact that Frank H. Stearns and Mary G. Stearns, at the time they made their mutual wills in 1937, had a common intention and purpose that the property remaining after the death of both should pass in accordance with these mutual wills, and they are found to have had a mutual understanding that each would carry out this common purpose. It is further found that a contract existed between them whereby they agreed that these wills should remain irrevocable after the death of either.
"The defendants have moved to amend their answer by pleading the statute of frauds. This amendment has been allowed, subject to the petitioner's exceptions. It is found, however, that Frank H. Stearns has fully performed his part of the agreement, and it is ruled that this takes the case out of the statute of frauds, which, therefore, is no bar to this proceeding.
"It is found and ruled that Mary G. Stearns, by the execution of her will of March 27, 1942, has breached the contract which it is found existed between her and her husband, and it is further found and ruled that the Elliot Community Hospital, St. James Episcopal Church, The Invalids Home, and the Cheshire County Humane Society, all defendants in this action, hold the property described as 222, 226 and 232 Main Street, Keene, New Hampshire, in trust for the petitioner, Frank James Foley, and they, the aforementioned defendants, are ordered to convey forthwith all of their interest in said property acquired under the will of Mary G. Stearns to the said Frank James Foley."
Defendants' exceptions to the findings, rulings and decree were reserved and transferred by Grimes, J.
Other facts are stated in the opinion.
Howard B. Lane, McLane, Davis, Carlton Graf and Stanley M. Brown (Mr. Brown orally), for the plaintiff.
Francis W. Johnston, Orr Reno, Philip H. Faulkner, N. Michael Plaut and Homer S. Bradley (Mr. Orr orally), for the defendants.
In this state the applicable law relative to the necessary proof to establish irrevocable mutual wills is set forth in Boyle v. Dudley, 87 N.H. 282 and Knox v. Perkins, 86 N.H. 66, 70, 71. The fact that husband and wife "made mutual wills is not in itself evidence of an agreement not to revoke them. 1 Jarman, Wills (7th ed.), p. 44. `The vital question is, Was it agreed by them that the wills should remain irrevocable after the death of either? For the solution of this we must look to the extraneous testimony, keeping in mind that, to establish an agreement, the proofs must be clear and convincing. The contract must be found in an express promise, or inferred, as a conclusion of fact, from the circumstances surrounding the parties.' Tooker v. Vreeland, 92 N. J.[,] Eq. 340, 343." Knox v. Perkins, supra. It is clear from these decisions that evidence of the existence of an agreement not to revoke mutual wills may be found from the conduct of the parties as shown by the surrounding circumstances including the language used in the wills.
There was evidence in this case that on August 18, 1937, after the wills had been executed that Frank said to a relative in the presence of his wife that they had "been up to Lawyer Faulkner's office this afternoon, and we have drawn up our wills, and we agreed on everything. . . Isn't that so, Mamie"?, to which Mary (Mamie) replied, "Yes." This evidence was not contradicted and no claim is made that the parties are not bound by the language used in the wills. This testimony that Mary and Frank had agreed on everything supports the language of the will that they are "in perfect accord in regard to the objects of our bounty." The words used in clause C are stated in terms of contract language and are mandatory in form. It is not seriously disputed that this testimony and the wills clearly established a common purpose of disposing of their estates so that the survivor would have the benefit of it and that thereafter it would go to the common purposes and common objects of their bounty as set forth in the dispositive provisions in their wills. The defendants maintain however that there is no convincing proof either from the wills or the surrounding circumstances that the parties agreed that their wills should remain irrevocable after the death of one. It is urged that this evidence merely establishes the execution of mutual wills but furnishes no support for the finding of the Court that the wills were to be irrevocable after the death of either.
The contract terminology used in clause C of the mutual wills, the statement that they are in perfect accord, the use of mandatory terms, the acknowledgment of reciprocal obligations if the survivor acquires property under the will of the first to die and the disposition in each will of some property belonging to the other by means of the identical twenty-four clauses of their respective wills are all factors which tend to support the Trial Court's finding that the survivor's will should remain irrevocable after the death of either. Frank's statements to Mary on August 18, 1937, as well as her statement that "Frank and I haven't forgotten . . . ." The testimony of Frank's brother and sister-in-law was additional uncontradicted evidence that makes the Court's finding more probable. The Trial Court could and undoubtedly did give some weight to the fact that the Foleys, including the plaintiff, were held in high personal regard by the Stearns and were intimately connected with them in business for many years. The fact that this elderly couple were devoted to each other does not rule out the probability that they intended to and did make a final and integrated disposition of their property under mutual irrevocable wills. The Court's findings are sustainable on the basis of the wills and the evidence in this case. Maloney v. Company, 98 N.H. 78.
It is urged that even if a contract existed it is so vague and uncertain that it should not be enforced. 1 Restatement, Contracts, s. 32; Bailey v. Collins, 59 N.H. 459, 462. The statement that Frank and Mary had "agreed on everything" and the provision in clause C that they were in perfect accord as to the objects of their bounty are of course general statements. However they acquired a specific meaning when considered in the context of the two wills.
The cases on mutual wills in other jurisdictions are legion. Anno. 169 A.L.R. 9; Note, Joint or Mutual Wills, 61 Harv. L. Rev. 675. Wide variation in the language of the wills and the surrounding circumstances make them of little value as a precedent in subsequent cases. Rogers v. Scagliotti, 96 N.H. 134. While we have examined all cases cited by counsel, we have not cited them in this opinion as being helpful in this case. The Trial Court has followed the law as set forth in Boyle v. Dudley, 87 N.H. 282 and Knox v. Perkins, 86 N.H. 66, and his findings are permissible ones on this record. Accordingly the order is
Exceptions overruled.
GOODNOW, J., did not sit: the others concurred.