Source: http://masscases.com/cases/sjc/350/350mass19.html
Timestamp: 2019-04-26 01:41:27+00:00

Document:
JENNIE E. LLOYD & another vs. BRADLEY P. HOWES & others.
BILL IN EQUITY filed in the Superior Court on February 24, 1964.
The suit was heard by Thompson, J., on demurrers.
Louis Karp (Arthur L. Murray with him) for the plaintiffs.
Mark E. Gallagher, Jr., for the defendants.
SPIEGEL, J. This bill in equity seeks a declaration that a trust created by the plaintiff Lloyd seven months before the appointment of the plaintiff Ruggles as her conservator is null and void. The plaintiffs appeal from an interlocutory decree sustaining the defendants' demurrers to their amended substitute bill "without leave to move to amend" and from a final decree dismissing the bill.
and the principal with the exception of $2,000 is to be distributed to such charities "as the trustee may in his absolute discretion determine." Mr. Howes was to become the trustee under the provisions of the trust if a conservator was appointed for Lloyd. The trustee has the power to determine how much of the principal shall be paid to Lloyd or for her support in the event of her incapacity.
The defendants each demurred to the bill on the grounds "That the plaintiff has not stated . . . such a cause as entitles her to any relief in equity against this defendant," and "That the Bill does not set forth facts sufficient to warrant relief to the plaintiff."
We think that allegations that Lloyd was "mentally weak," that Mr. Howes "imposed his will upon hers," "influenced her unduly to execute a document that she did not comprehend," "not in conformity with her wishes and desires" are but generalizations and conclusions which do not sufficiently inform the defendants of the facts so that they might know what they would be called upon to meet. Boyajian v. Hart, 292 Mass. 447 , 451. Weinstein v. Chief of Police of Fall River, 344 Mass. 314 , 317. Mahoney v. Houghton & Richards, Inc. 347 Mass. 764 . Vogelaar v. H. L. Robbins & Co. Inc. 348 Mass. 787 .
The allegation that the attorney advised her to execute a revocable trust in which he might become the trustee in the event of her incapacity does not show undue influence. See Barnam v. Fay, 320 Mass. 177 . The demurrers were properly sustained.
The refusal to grant leave to move to amend was within the discretion of the trial judge. Fryefield v. Boston Diaper Serv. Inc. 338 Mass. 401 , 404. Wilson v. Jennings, 344 Mass. 608 , 614.
Final decree affirmed with costs of appeal to the defendants.

References: v. 
 v. 
 v. 
 v. 
 v. 
 v. 
 v.