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Christopher C. Chase vs. Kate B. Chase

Massachusetts Supreme Judicial Court1914-01-09
216 Mass. 394

Summary

Holding. The probate court's decree restoring the husband's competency and terminating the conservatorship was affirmed, as the evidence supported the factual finding and the procedural objections raised by the conservator were without merit.

A wife who had been appointed conservator of her husband's property appealed after a probate court found him competent to manage his own affairs and terminated the conservatorship. The husband had petitioned the court, testified clearly and coherently about his condition, and presented evidence of his restored capacity. The appellate court examined whether the probate judge's factual finding of competency was plainly wrong, but found the evidence sufficient to support the decision, particularly given weight to the judge's direct observation of the husband's demeanor and testimony during the hearing.

The wife raised several procedural objections, including claims that proper notice was not given to heirs and that no guardian ad litem was appointed for their infant son. The court rejected these arguments, holding that the statutes requiring notice to heirs applied only to conservator appointments, not discharges, and that any defect in protecting the child's interests could only be remedied through separate proceedings brought on the child's behalf after he reached adulthood, not through impeachment by the wife.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Standard of review for factual findings regarding mental competency in conservatorship proceedings
  • Effect of direct judicial observation of a ward's testimony on appellate review
  • Applicability of notice statutes to conservator discharge versus appointment
  • Standing of conservator to challenge decree on grounds of inadequate protection for heirs

Procedural posture

The conservator appealed to a single justice, who affirmed the probate court's termination of the conservatorship, and the conservator then appealed to the full court.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Braley, J.

The parties are husband and wife whose only offspring and heir is an infant son some six years of age. By reason of the husband’s advanced years and alleged mental weakness his wife was appointed the conservator of his property, but within less than four months, upon his petition, and after a contest by the wife, it was decreed, by the Probate Court, that he “had become and is now competent to manage his estate, and such conservator-ship is no longer necessary.” The conservator appealed to this court, and a single justice after a full hearing having entered a decree affirming the decree below, she appealed to the full court.

It is now urged, that upon the record, which contains a transcript of the evidence, we should reach a different conclusion, and reverse both decrees. The inquiry whether by reason of the infirmities of age, or impaired mentality, a person has become so enfeebled as to be unable properly to conserve his property, is a question of fact. If the evidence of the witnesses for the appellant alone is reviewed, and weighed, there seems to be enough to sustain a finding of incapacity under the statute. But the husband was present and testified. His narrative of their marital relations, and explanation of his conduct is clear and coherent. The single justice, moreover, saw and heard him. It has been repeatedly decided that unless plainly wrong the finding shown by his decree will not be reversed. Revere Water Co. v. Winthrop, 192 Mass. 455, 459, and cases cited. Manheim v. Woods, 213 Mass. 537, 544. While the differences which have arisen may have been caused partly by the disparity in years, and the appellant doubtless is actuated by an honest desire to preserve for the support of the family, property which she fears may be dissipated, the substantial justice of the application of the rule in the present case, where the decisive element of personality of the living witnesses counts for so much, and cannot be transmitted in the printed testimony, is apparent.

The decree of appointment sanctioned by R. L. c. 145 § 40, settles for the time being the status of the person whose property; is to be held. Clifford v. Taylor, 204 Mass. 358, 360, 361. It raises ! however no conclusive presumption of continued incapacity! If because of renewed vigor the ward becomes competent, he can be restored to the management of his own affairs upon application to the court. R. L. c. 145, § 40. By the amendments found in the St. of 1903, c. 96, St. of 1905, c. 127, and St. of 1907, c. 169, § 3, a conservator is not to be appointed or discharged without notice to the husband or wife of the ward. The conservator having appeared by counsel after a citation notifying her of the pendency of her husband’s application had been ordered, no further notice to her under the statute as amended was required before entry of the decree. It is contended, in her behalf, that the St. of 1911, c. 206, requiring notice “to the heirs apparent or presumptive” of the ward in addition to the notice “now required by law” before an appointment can be made not having been complied with, the decree is invalid. But, even if this argument tends to undermine the validity of her own appointment, as it was her duty if neces sary to give notice and to have a guardian to the suit appointed, tins statute, even if the proceedings are correlative and not independent, has not extended in terms the amendatory statutes as to notice where the application is for a discharge. Swan v. Horton, 14 Gray, 179, 180. Its provisions are not enlarged by R. L. c. 145 § 23, as amended by St. 1906, c. 452, § 2, conferring upon courts generally in their discretion authority to appoint guardians ad litem, and providing for the payment of their reasonable expenses and compensation. That statute is declaratory of the inherent powers of the courts necessary for the administration of their jurisdiction; it is not mandatory. A final answer is, that the petitioner cannot impeach the decree. The omission before granting the discharge to appoint a guardian ad litem, even if the son can be deemed an adverse party, does not make the decree void. Austin v. Charlestown Female Seminary, 8 Met. 196. Pratt v. Bates, 161 Mass. 315, 317. Munroe v. Douglas, 4 Sandf. Ch. 126, 196. Morgan v. Burnet, 18 Ohio, 535. It can be vacated only by proper proceedings instituted in that court during minority in the name of the infant by his< probate guardian or next friend, or by himself after he becomes of age. Taylor v. Lovering, 171 Mass. 303. Crockett v. Drew, 5 Gray, 399. Walsh v. Walsh, 116 Mass. 377. Johnson v. Waterhouse, 152 Mass. 585. McIsaac v. Adams, 190 Mass. 117, 119. Crocker v. Crocker, 198 Mass. 401. The decree of the Probate Court should be affirmed. Burroughs v. Wellington, 211 Mass. 494, 497.

Ordered accordingly.