Allers v. Tittsworth

309 A.2d 476, 269 Md. 677, 1973 Md. LEXIS 859
CourtCourt of Appeals of Maryland
DecidedOctober 2, 1973
Docket[No. 18, September Term, 1973.]
StatusPublished
Cited by32 cases

This text of 309 A.2d 476 (Allers v. Tittsworth) 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
Allers v. Tittsworth, 309 A.2d 476, 269 Md. 677, 1973 Md. LEXIS 859 (Md. 1973).

Opinion

Singley, J.,

delivered the opinion of the Court.

Chapter 3, § 1 of the Laws of 1969, effective 1 January 1970, Maryland Code (1957, 1969 Repl. Vol.) Art. 93 recodified our law respecting Decedents’ Estates. The sole question here is whether the execution of a codicil on 25 May 1970 brought a will executed on 24 March 1969 within the ambit of the recodification. Because we regard the memorandum opinion of the Circuit Court of Baltimore City (Ross, J.) which heard the case below, as an excellent exposition of the facts and of the applicable law, we shall adopt it, with a minimal amount of editing:

The sole issue here is whether testator’s codicil executed May 25, 1970 made his will, which was *679 executed March 24, 1969, subject to § 4-401 of Art. 93 which under Art. 93, § 12-102 (c), applies only to wills executed on or after January 1, 1970. The case was submitted on the pleadings and an agreed statement of facts.
The testator, Charles C. Croggon, died October 3, 1971. Because his wife had predeceased him, the testator’s entire estate will pass under Item Seventh of his will, which contains pecuniary bequests aggregating $160,000.00, and leaves the residue of the estate to the Haskins & Sells Foundation. Subparagraph 2 of that Item contains the following legacy:
“2. To my nephew, George Rush Mullikin, presently residing in Baltimore, Maryland, the sum of Twenty-Five Thousand Dollars ($25,000).”
Subparagraphs 6 and 7 of the same Item read:
“6. I expressly provide that with respect to any of the above-named persons who shall predecease me, his or her bequest shall lapse and become a part of the balance of the rest, residue and remainder of my estate and shall be disposed of as set forth in the succeeding paragraph.
“7. The balance of the rest, residue and remainder of my estate after payment of all appropriate taxes and other expenses shall pass and be paid over and distributed absolutely and free of trust to the Haskins & Sells Foundation.”
The operative provisions of the codicil are set forth in two items which read as follows:
“Item I
“It is my intention by this Codicil to provide a legacy to my good friend, William B. Tittsworth, and to that end I hereby add to and *680 amend Item Seventh of my Last Will and Testament executed on March 24, 1969 as follows:
‘A. I hereby insert a new paragraph in said Item Seventh to follow immediately after paragraph 5 of said Item and to read as follows:
6. To my friend, William B. Tittsworth, who resides in Baltimore, Maryland, the sum of Twenty-Five Thousand Dollars ($25,000).
‘B. I hereby amend by renumbering paragraph “6” of said Item Seventh and designate such paragraph of my said Will as paragraph “7”.
‘C. I hereby amend by renumbering paragraph “7” of said Item Seventh and designate such paragraph of my said Will as paragraph “8”.’
“Item II
“In all other respects not inconsistent with this First Codicil, I hereby ratify, reaffirm and republish my said Last Will and Testament dated March 24,1969.”
George Rush Mullikin, who was a nephew and an heir at law of the testator, died October 28, 1971, twenty-five days after the testator, leaving a will under which he left his entire estate in trust for his grandson. Charles C. Croggon was a widower who had had no children.
Art. 93, § 4-401 reads as follows:
“A legatee, other than his spouse, who fails to survive the testator by 30 full days is deemed to have predeceased the testator, unless the will of the decedent expressly creates a presumption that the legatee is deemed to survive the testator or requires that the legatee survive the testator for any stated *681 period in order to take under the will and the legatee survives for the stated period.”
Section 12-101 of Art. 93 provides that the effective date of the Article is January 1, 1970 and § 12-102 provides:
“Unless otherwise specifically provided in another section of another subtitle of this article, the provisions of this article shall apply as follows:
* * *
(c) Subtitle IV shall apply to all wills 1 executed on or after the effective date of this article, except that § 4-105 shall apply to any act or acts of revocation occurring on or after January 1, 1970.
* * * 9>
The following is the comment of the Governor’s Commission to Review and Revise the Testamentary Law of Maryland (the Henderson Commission) respecting § 12-102 (c), which was a part of the Commission’s report and accompanied the draft bill submitted to the Legislature:
“The operation of subsection (c) can be illustrated by the following example: A executes a will on February 1, 1969. He then executes a Codicil on February 1, 1970, after the effective date of the statute. He dies on February 2, 1970. Section 12-102 (a) provides that with respect to most of the proposed statute, since the decedent died after January 1, 1970, the provisions referred to in subsection (a) would be applicable. However, with respect to the execution of the will, where the rules of *682 construction may have differed after the effective date of the statute, the Commission has provided that in subparagraph (c) of Section 12-102, Subtitle IV shall apply only to wills executed on or after the effective date of the Article. Since a Codicil is ordinarily deemed to republish a will, it was the Commission’s intent that the republication of the will would make the entire will subject to Subtitle IV of the statute. This is true even though the Codicil does not expressly republish the will. See Section 61 of Miller, The Construction of Wills in Maryland (1927), where the learned author stated that a codicil, whether expressly so stating or not, will automatically republish a will, unless the contrary intent is expressly stated in the codicil. In construing the effective date provision of this statute, therefore, it would not make any difference whether the codicil contained express language of republication; the codicil would automatically be deemed to be a reexecution of the will, unless the codicil expressly stated to the contrary. (See, however, Section 4-105 (a) for a provision of the statute which does require express language of republication in another context).”
Neither § 4-401 nor § 12-102 (c) was amended in the legislative process. Both were enacted in the language submitted by the Henderson Commission. Laws of 1969, Ch. 3, § 1.
The principal contention of Mr.

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Bluebook (online)
309 A.2d 476, 269 Md. 677, 1973 Md. LEXIS 859, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allers-v-tittsworth-md-1973.