Allen v. Ritter

10 A.3d 1183, 196 Md. App. 617, 2010 Md. App. LEXIS 181
CourtCourt of Special Appeals of Maryland
DecidedDecember 10, 2010
Docket2350, September Term, 2009
StatusPublished
Cited by5 cases

This text of 10 A.3d 1183 (Allen v. Ritter) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Ritter, 10 A.3d 1183, 196 Md. App. 617, 2010 Md. App. LEXIS 181 (Md. Ct. App. 2010).

Opinion

GRAEFF, J.

This appeal arises from a dispute regarding the distribution of the Estate of Roy Harry Allen (the “Estate”). Appellants, Robert L. Allen and Deane Judson Allen (the “Allen Brothers”), challenge the order of the Orphans’ Court for Dorches-ter County requiring that they sign a release of claims against appellee, Sharon Ritter, Successor Personal Representative of the Estate.

*620 On appeal, the Allen Brothers raise two issues for our review, which we quote:

1. Does Estates & Trusts Section 9-111 entitle a Personal Representative to demand and receive a sweeping release from the Appellants before she paid over to them the sums of money the Court had determined they were entitled to when it approved the First And Final Administration Account?
2. Did the Orphans’ Court for Dorchester County, Maryland have the authority to order the Appellants to sign a sweeping release of liability to the Successor Personal Representative before they could secure payment of their respective shares of their father’s estate that had been directed by the Orphans’ Court when it approved the Successor Personal Representative’s First and Final Administration Account?

For the reasons set forth below, we shall affirm the judgment of the Orphans’ Court.

FACTUAL AND PROCEDURAL BACKGROUND

Roy Harry Allen died on January 28, 2005. At the time of his death, Mr. Allen had an estate totaling $298,266.76 and a valid will. Mr. Allen was survived by three children: Virginia Leitch; Deane Judson Allen; and Robert L. Allen.

On October 20, 2005, Virginia Leitch, who was named in her father’s will as the Personal Representative of the Estate, opened the estate. 2 The parties agree that there was much acrimony among the decedent’s three children over the administration of the Estate. 3

Shortly after the Estate was opened by Mrs. Leitch, the Orphans’ Court named Robert L. Allen as Co-Personal Rep *621 resentative of the Estate. On February 26, 2008, due to conflict between Mrs. Leitch and the Allen Brothers, and pursuant to an agreement between the parties, Mrs. Leitch and Robert L. Allen were removed as Co-Personal Representatives, and Sharon Ritter was appointed Successor Personal Representative of the Estate.

After the appointment of Ms. Ritter, the controversy over the administration of the Estate continued. On April 30, 2008, Ms. Ritter filed a Petition for Reimbursement of Expenses, which the Allen Brothers opposed. This petition involved expenses related to the care of the decedent in the final weeks of his life. The Allen Brothers opposed payment of approximately $5,000 of these expenses, not on the ground that the expenses were not incurred, but on grounds relating to the timing when the checks cleared. After the court granted the Petition for Reimbursement, the Allen Brothers filed another motion to strike the order. In her opposition to this motion, Mrs. Leitch, the original Personal Representative and a beneficiary of the Estate, alleged that additional expenses and “avoidable disruption to the Estate” were being incurred “by reason of the multiple baseless allegations made by the Allen [Bjrothers.” Mrs. Leitch represented:

In due course, Mrs. Leitch will petition this Court pursuant to Rule 6-141, to make an award against the Allen brothers in her favor & in favor of the Estate, of all of the expenses incurred by Mrs. Leitch & the Estate for the bad faith actions, filings & allegations of the Allen brothers who have acted & who continue to act in bad faith & without substantial justification. As that Rule provides, if parties wish to play games with this Court by acting in bad faith & without substantial justification so as to incur otherwise needless expense & delay for the other party(s), then in due course, those parties should be required to reimburse the other party(s) & the Estate for the expense thus incurred by those other parties & by the Estate.

On September 17, 2008, Ms. Ritter filed several additional petitions and a “First and Final Administrative Account” (the “Final Account”) for the Estate, all of which the Allen Broth *622 ers opposed. With respect to the Final Account, the Allen Brothers asserted, among other things, that they excepted to: (1) the payment of Virginia Leitch in reimbursement for expenses paid by her for the care of their father; and (2) the payment of attorney’s fees and commissions to the Successor Personal Representative. On May 5, 2009, after a hearing, the Orphans’ Court approved the Final Account filed by Ms. Ritter.

By correspondence dated June 10, 2009, Ms. Ritter requested that the Allen Brothers and Mrs. Leitch sign a release before she distributed the monies owed to them pursuant to the Final Account. The release contained the following language:

KNOW ALL MEN BY THESE PRESENTS:
That the undersigned, Deane Allen, hereby acknowledges to have received from Sharon J. Ritter, Personal Representative of the Estate of Roy Harry Allen, deceased, being in full satisfaction of the distribution to the undersigned, as follows:
Cash: $71,333.76
and in consideration thereof the undersigned does hereby release, acquit, exonerate and discharge the said Sharon J. Ritter, Personal Representative, as aforesaid, her heirs, executors and administrators of and from all and every action, suit, claim or demand which could or might possibly be brought, exhibited or prosecuted against her, for or on account of her duties as Personal Representative of said estate arising from or in any way related to the administration thereof, and on account of such distribution, or any part thereof, hereby declaring myself fully satisfied, contented, and paid, as above specified. I do hereby verify and affirm under the penalties of perjury that I executed the foregoing Release for the purposes therein contained.[ 4 ]

*623 Mrs. Leitch signed and returned the form to Ms. Ritter and received her distribution. The Allen Brothers, however, refused to sign the releases. In a letter from their attorney, they questioned Ms. Ritter’s right to require such a release prior to distribution of the estate, and they indicated concern that Mrs. Leitch might institute further suit against them, stating that they did not want to “foreclose any recourse they may have against anyone else in this matter.”

On July 21, 2009, counsel for Mrs. Leitch sent a letter to counsel for the Allen Brothers to allay their concern over future litigation and “in the hope that we can bring this estate to its long-overdue conclusion.” Counsel for Mrs. Leitch explained:

If, as Sharon understands your position, your clients’ refusals to sign the required releases are based on concerns that Ms.

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Bluebook (online)
10 A.3d 1183, 196 Md. App. 617, 2010 Md. App. LEXIS 181, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-ritter-mdctspecapp-2010.