Berry v. Safe Deposit & Trust Co.

53 A. 720, 96 Md. 45, 1902 Md. LEXIS 136
CourtCourt of Appeals of Maryland
DecidedDecember 3, 1902
StatusPublished
Cited by36 cases

This text of 53 A. 720 (Berry v. Safe Deposit & Trust Co.) 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
Berry v. Safe Deposit & Trust Co., 53 A. 720, 96 Md. 45, 1902 Md. LEXIS 136 (Md. 1902).

Opinion

McSherry, C. J.,

delivered the opinion of the Court.

This protracted litigation involving the validity of the last will and testament of the late George R. Berry is before us for the third time. The first appeal is reported in 93 Md. 240, and the second in the same volumep.yóo. The pending appeal was taken by the plaintiffs, who are the caveators, the others were brought here by the defendant, the executor. The present record contains thirty-four bills of exception. Some of them relate to rulings on the admissibility of evidence, and the last one concerns rulings on the prayers presented by the defendant and granted by the Court at the conclusion of the plaintiff’s evidence. Those prayers instructed the jury to return a verdict for the defendant upon the ground that there *48 had been adduced no legally sufficient evidence to support the issues before the jury. It will be necessary in considering the various questions which arise to understand the precise situation of the case, and, therefore, that will be briefly stated.

Upon the filing of the caveat there were six issues framed and sent to a Court of law for trial. The proceedings were instituted by collateral kindred, the testator having left no direct descendants. The issues were in substance, as follows : The first relates to mental capacity ; the second, to knowledge of the contents of the will; the third to its execution; the fourth to undue influence; the fifth to fraud in its procurement, and the sixth is as to whether the will is the testator’s last will. After the rulings complained of on the former appeal had been reversed and the record had been remanded for a new trial the case was removed from the Superior Court to the Court of Common Pleas. When the jury had been impaneled in the latter Court they were instructed by the trial Judge to find, and they did find, in favor of the defendant on the third, fourth, fifth and sixth issues. The first and second issues were thus left open and upon them the parties went to trial. It will be observed that as the case is now presented it is a case where a verdict has been rendered, finally determining that the assailed will was executed in accordance with the formal requirements of the statute; that there was no undue influence practiced upon the testator; that the will had not been procured by fraud, and, fourthly, that the contested paper was the last will and testament of George R. Berry. With those findings of record at the beginning of the case and with the inquiry before the jury narrowed to the two questions as to whether the testator was possessed of sufficient mental capacity to enable him to make a valid-deed or contract, and, secondly, as to whether he was aware of the contents of the paper which he signed, the plaintiffs not only offered the same evidence which they had adduced on the former trial, but much of that which had been presented by the defendant; and they then called several medical experts to the stand and offered to propound hypothetical questions to them, but those questions *49 were excluded upon grounds that will be stated and considered later on. The defendant put in no evidence.

The predominant question as the case is presented, though it is the last one raised on the record, is this: Was there any legally sufficient evidence, apart from the proffered and excluded expert'testimony, from which a jury could rationally find that the testator was not mentally capable of making a valid will ? Now, what is the degree of mental capacity which the law requires in such a case ? We are not dealing with a question of sanity or insanity. Whatever that mysterious malady called insanity may be, according to the theories of speculative specialists, the law, in the administration of justice both in .civil and criminal proceedings, has its own standards of mental capacity and responsibility, and to those standards judicial tribunals must look and by them they must be governed, when dealing with questions of the character now before us. By the legal standard he who is possessed of sufficient capacity at the time of executing his will to make a disposition of his estate with judgment and understanding in reference to the amount and situation of his property and the relative claims of the different persons who should have been the objects of his bounty, is mentally competent to make a valid will. Davis v. Calvert, 5 G. & J. 269; Jones v. Collins, 94 Md. 408. In a word, if he has capacity enough to make a valid deed of conveyance or an ordinary contract, then he has capacity enough to make a valid will. This standard is plain, simple and intelligible, precisely as is the law’s standard of criminal responsibility, viz., the ability to distinguish between right and wrong, and not the vague, indefinite and speculative theories of alienists who undertake to measure accountability for crime in a totally different way. Spencer v. State, 69 Md. 28. The mental condition of an individual, whatever the cause of that condition may be, is manifested by external acts and appearances and in no other way. Is there in the record any evidence of external acts and appearances from which a jury could rationally draw the conclusion that on the day George R. Berry made his will he did not possess sufficient *50 mental capacity to make a disposition of his estate with judgment and understanding in reference to the amount and situation of his property and the relative claims of the different -persons who should have been the objects of his bounty ? Let us see what manner of man he was and what he did.

George R. Berry made and executed his will on'the tenth .day of February, eighteen- hundred and ninety-nine, and died on March the ninteenth, following. His estate according' to the inventories filed by the executor, amounted to something over seventy-three thousand dollars. The- will contains thirty-six bequests besides a residuary clause, and goes into the ■most minute details with respect to much of his'property. To -his own • relations he gave sundry sums aggregating nine thousand, two hundred dollars. To the relations of his deceased wife he' gave altogether twenty thousand, five hundred dollars. To friends of his wife and to his-own friends he gave nine thousand dollars. To his servants-he gave forty-three hundred dollars. To the Boys’ Home he gave fifteen hundred dollars. Tó the Home of the Aged, two thousand dol.lars' and to the Woman’s College the' residue of his estate. -

At the time of his death Mr. Berry was seventy-eight years and four months of age. He had been an active, energetic .and successful business man. He had held positions of trust and responsibility, both public-and private. He had been a :member, of the General Assembly of Maryland and of the City Council of Baltimore, and a director of the Baltimore and Ohio Railroad Company; of the Maryland Penitentiary and of the Fireman’s Insurance Company, besides having served on -the grand jury probably more frequently than any other individual in Baltimore. There is no pretence that he was- not perfectly competent to transact business or to make a valid . deed or contract up to the date of the death of his second wife. Physically he had been a hale and vigorous man.

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Bluebook (online)
53 A. 720, 96 Md. 45, 1902 Md. LEXIS 136, Counsel Stack Legal Research, https://law.counselstack.com/opinion/berry-v-safe-deposit-trust-co-md-1902.