Acker v. Acker

192 A. 327, 172 Md. 477, 1937 Md. LEXIS 255
CourtCourt of Appeals of Maryland
DecidedMay 25, 1937
Docket[No. 11, April Term, 1937.]
StatusPublished
Cited by12 cases

This text of 192 A. 327 (Acker v. Acker) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Acker v. Acker, 192 A. 327, 172 Md. 477, 1937 Md. LEXIS 255 (Md. 1937).

Opinion

Johnson, J.,

delivered the opinion of the Court.

On July 20th, 1934, Morris Acker, of Cecil County, Maryland, executed what purported to be his last will and testament. In that document, after making certain minor bequests to some of his relatives and a bequest of $100 to his nurse, he gave and devised the residue of his estate unto the Mercantile Trust Company of Baltimore and his attorney, Lawrence W. Hecht, jointly, in trust, to invest the same in proper and safe securities as they might deem advisable, and further directed that from the net income of the trust estate, on the first day of each calendar month, said trustees pay a sum. not exceeding $75 for such necessities as his son, Joel Acker, his only heir at law, and who had previously been adjudicated a lunatic, might desire and select,- with the approval of the trustees, during the term of his natural life. He further provided that, in the event of emergency or other unforeseen circumstances, the trustees were, in their discretion, to pay an additional sum of $25 to the son during each calendar month, and, if governmental *480 assistance of a financial nature were withdrawn from him, the trustees were authorized in their discretion to select a proper home or institution for him, in which case all expenses for 'his support and maintenance were to be paid by the trustees to the persons or institutions • furnishing them. The trustees were further given power to sell, publicly or privately, and at such times as they might select, testator’s 'home and its contents and all personal property which he owned that was not producing income,, and the right of changing any investments made by testator without previous order of the orphans’ court, in order to carry out the provisions of the trust thereby created. Upon the death of the son, the corpus, together with accruals, less the son’s funeral expenses, was to be paid by the trustees to Hattie Acker, niece of the testator, free and clear of the trust, if she were then living, otherwise in similar manner, to Sarah Acker, testator’s sister-in-law. Testator also named the Mercantile Trust Company of Baltimore 'and Lawrence W. Hecht as executors of his will.

Testator departed this life at Port Deposit, Maryland, on June 15th, 1935, from a cerebral hemorrhage, but even before his death Madeline Acker, wife of Joel Acker and also his committee, had through her counsel filed in the Orphans’ Court of Cecil County a petition and notice of her- intention to caveat his will. It seems this notice had been misplaced, and on June 15th, which was the day of testator’s death, counsel for the committee wrote the deputy register of wills, stating that, if the previous petition and notice had not been found, he inclosed another, also that “Morris Acker is not dead, but I understand he has had a stroke. If you hear of his death, please file this immediately. * * *” On June 17th, 1935, the will was filed with the register of wills for Cecil County, but, in view of the petition and notice of an intention to caveat, it was not probated. An answer was filed, and subsequently five issues were framed and transmitted by the court to the Circuit Court for Cecil County for trial. The first of these related to the factum of the *481 will, the second as to whether it was understood by, and its contents known to, the testator, the third related to testator’s mental capacity at the time of executing the will, the fourth as to whether it was procured by undue influence, while the fifth was whether the will was procured by fraud exercised and practiced upon the testator. Madeline Acker, committee of Joel Acker, lunatic, was designated plaintiff, and the testator’s remaining beneficiaries, also the Mercantile Trust Company and Lawrence W. Ilecht, executors and trustees of the residuary estate, were defendants. The case was removed from Cecil County to Kent, and thence to Caroline County, where it was tried. At the close of the plaintiff’s case the court directed verdicts for the defendants upon all issues except the third, which related to the mental capacity of the testator on July 20th, 1934, but refused their third instruction, which challenged the legal sufficiency of the plaintiff’s evidence to show mental incapacity on the part of the testator on the date the will was executed. The trial then proceeded upon the issue of mental capacity, and at the close of the entire case defendants, by their prayer 8-A, again sought to withdraw the case from the consideration of the jury upon the ground that there had been offered no legally sufficient evidence to show that the purported will of July 20th, 1934,. was not executed by the testator when of sound and disposing mind and capable of executing a valid deed or contract. This instruction was refused, and the jury answered the third issue “no,” thereby determining that at the time testator executed the will he did not possess sufficient mental capacity to execute a valid deed or contract, and upon this question we are called upon to review fifty-two exceptions taken by appellants (defendants, below) to the rulings of the trial court, the second to fiftieth, inclusive, of which relate to rulings upon evidence, the first to the trial court’s overruling an objection made by appellants to a remark of appellee’s counsel in his opening statement, while the fifty-first concerns the prayers. The trial in the lower court consumed five *482 days and, in view of the-numerous exceptions, the record is rather bulky. The court will therefore, as far as practical, state its conclusions resulting from a careful consideration of the entire record. Longanecker v. Sowers, 148 Md. 584, 129 A. 896; Donnelly v. Donnelly, 156 Md. 81, 83, 143 A. 648.

Morris Acker was a foreigner by birth and came to, this country when a young man. At the time of his death he was approximately sixty-eight years of age, and for about forty years prior to June 1st, 1928, had successfully conducted a department store at Port Deposit. He accumulated a modest fortune, most of which he invested in stocks and bonds, and, notwithstanding the depression, his estate at the time of his death amounted to more than $25,000. Prior to June, 1928, due to a disturbance of his thyroid gland, Acker became mentally and physically an ill man, and accordingly sold his mercantile business to his son, Joel, for $5,000. He entered the Laurel Sanitarium for treatment and a short time thereafter returned to Port Deposit, later entering a hospital where he underwent an operation which completely relieved him. He thereupon became normal, but in October of that year, while with his wife at Atlantic City, he suffered a stroke of paralysis and was later brought to his home at Port Deposit. Acker had always spoken with a peculiar accent, which after the paralytic stroke was more pronounced, and there is some evidence tending to show that as a result of the stroke one side of his face was somewhat twisted. Before entering the Laurel Sanitarium, and after returning therefrom until his death, such medical attention as he required was rendered by his personal physician, Dr. Clarence I.

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Bluebook (online)
192 A. 327, 172 Md. 477, 1937 Md. LEXIS 255, Counsel Stack Legal Research, https://law.counselstack.com/opinion/acker-v-acker-md-1937.