Beyer v. Morgan State University

800 A.2d 707, 369 Md. 335, 2002 Md. LEXIS 333
CourtCourt of Appeals of Maryland
DecidedJune 10, 2002
Docket104, Sept. Term, 2001
StatusPublished
Cited by84 cases

This text of 800 A.2d 707 (Beyer v. Morgan State University) 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
Beyer v. Morgan State University, 800 A.2d 707, 369 Md. 335, 2002 Md. LEXIS 333 (Md. 2002).

Opinion

BATTAGLIA, Judge.

In the present matter, petitioner Janet Beyer (“Beyer”), the Personal Representative for the Estate of Betty Y. Keat (“Keat”), challenges the subject matter jurisdiction of the Circuit Court for Baltimore City on appeal, pursuant to Mary *338 land Code (1974, 1998 Repl.Vol.), Section 12-502(a) of the Courts and Judicial Proceedings Article, of two Orders of the Orphans’ Court allowing payment of attorney’s fees and extraordinary expenses out of the Estate. Petitioner further contends that the Circuit Court improperly vacated the Order of the Orphans’ Court allowing for the payment of attorney’s fees from the Estate based on an oral motion for summary judgment made by respondent Morgan State University (“MSU” or “University”) at the hearing on the appeal. For the reasons set forth below, we find that the Circuit Court of Baltimore City had subject matter jurisdiction to hear MSU’s appeal and properly granted summary judgment in favor of MSU, vacating the Order of the Orphans’ Court authorizing the payment of attorney’s fees.

I. Facts

On January 12, 1996, Betty Keat met with an untimely death from gunshot wounds inflicted by members of the Baltimore City Police Department during an altercation in which she menacingly approached the officers, crying, “There’s no such thing as police in Baltimore City.” 1 Keat, who had been a professor at Morgan State University, executed a will on January 25, 1982, which stated, in part:

[Tjhis is a final will and testament to dispose of my property, Betty Y. Keat, being of sound mind and body.
*339 1. House: to be sold. Proceeds to Morgan State University for repair of campus clocks.
2. Stocks, mutual funds, deferred compensation, pension. Converted to cash for litigation costs, if necessary, to enforce precedent provision. Any surplus to be donated towards fund to rectify heating plant of Soper [LJibrary.
6. Books: on India: to Soper [LJibrary for special collection. 2

The house was her residence at 326 Taplow Road in Baltimore City. The will made various other distributions of Keat’s personal affects, such as her china, crystal, jewelry, and personal papers; it did not contain a residuary clause.

On January 18, 1996, Keat’s sister and sole heir at law, Janet Beyer, retained attorney Anton J.S. Keating (“Keating”) to file a survival action 3 against the Baltimore City Police officers who shot Keat. At the same time, Beyer made the *340 first of four payments of attorney’s fees to Keating. 4 On or about February 20, 1996, Keat’s will was admitted to probate and Beyer was appointed as Personal Representative of the Estate. Beyer engaged the services of a second attorney, David Allen (“Allen”), to handle the legal affairs associated with administering Keat’s Estate. On April 6, 1996, Allen notified University Counsel for MSU of Keat’s bequest, and informed the University that Keat’s relatives were conducting an investigation of the circumstances surrounding Keat’s death, which would require use of funds from the Estate to cover the costs of the investigation and any subsequent litigation arising out of it. In response, on April 29, 1996, MSU informed Allen in writing:

We acknowledge the intention to investigate the circumstances surrounding Ms. Keat’s death. However, we do not understand why you have suggested that costs associated with those efforts take precedence over the Morgan bequest. In accordance with § 8-105(b) of the Estates and Trusts Article (Order of payment) the Morgan bequest takes precedence. Moreover, the testator did not specify that funds from the estate be used for this purpose.

Neither Beyer nor Allen responded to the University’s letter. 5 Despite MSU’s expressed concern about the costs of litigation, the Personal Representative filed a survival action on October 3,1996. 6

*341 On June 28, 1996, Beyer sold Keat’s house for $95,045.94 and failed to inform MSU of the sale. On August 13, 1997, after having not heard anything from the Personal Representative or her attorneys, MSU’s Office of General Counsel sent a letter to Allen inquiring as to the disposition of Keat’s house and the bequest of Keat’s books on India which were supposed to have been turned over to the Soper Library. Again, MSU received no response.

On February 4, 1998, Beyer filed a Petition to Approve Expenditure of Extraordinary Expenses of Administration (“Expenses Petition”) in the Orphans’ Court for Baltimore City. The Expenses Petition requested more than $13,000 for distribution to Beyer and her relatives to compensate them for expenditures associated with cleaning and repairing Keat’s house and property for sale. Although Allen was aware of communications from MSU’s Office of General Counsel, notice of the Expenses Petition was served on the Soper Library, rather than on MSU’s attorney. Thereafter, on March 30, 1998, Beyer filed a Petition for Attorney’s Fees (“Fees Petition”) with the Orphans’ Court for services performed by Keating in the survival action. Once again, counsel for MSU did not receive notice of the Petition because it had been mailed to the Soper Library. On April 20, 1998, the Orphans’ Court approved Beyer’s Expenses Petition. On April 29, 1998, however, the Orphans’ Court delayed acting upon the Fees Petition pending receipt of a verification, a certificate of service to interested parties, a detailed list of services performed by Keating, and a first and final administration account of the Estate. Keating subsequently filed a Petition for an Extension for filing these requested documents with the Orphans’ Court on May 19,1998.

On May 6, 1998, counsel for MSU entered his appearance in the Orphans’ Court when he learned about Beyer’s Expenses Petition and took exception thereto. Beyer filed a motion to strike MSU’s exceptions on the basis that they were untimely filed and allegedly contained “inaccurate and false allegations.”

*342 On June 8, 1998, Keating filed another Fees Petition requesting $40,000 from the Estate, although the Personal Representative previously had paid Keating $30,000 for his services. The Orphans’ Court granted Keating an extension of time to provide the Court with the information it had requested in its April 29th Order. The Court also ordered Keating to provide his retainer agreement with the Personal Representative for his representation of the Estate in the survival action. 7

On July 2,1998, over two years after the sale, MSU learned that Keat’s house had been sold. MSU responded by immediately filing a Petition to Order Distribution of Property (“Petition for Distribution”) with the Orphans’ Court to facilitate its receipt of the bequest.

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Bluebook (online)
800 A.2d 707, 369 Md. 335, 2002 Md. LEXIS 333, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beyer-v-morgan-state-university-md-2002.