Castruccio v. Estate of Castruccio

169 A.3d 431, 456 Md. 1
Court of Appeals of Maryland·Decided August 26, 2017·No. 79/16·Published·Cited by 10 cases

Opinion

Getty, J.

If from the whole evidence, the jury shall find that Tilgh-man Waters executed the will in controversy, in the presence of three subscribing witnesses thereto, and that they, at his request, in his presence, and in the presence of each other, signed their names as witnesses thereto; that at the time of the execution thereof, he, the said Tilghman, was capable of understanding the business in which he was engaged—the property he desired to dispose of, and the object of his bounty named in said will, and that the same was his free and voluntary act, they will find for the defendants.

Waters v. Waters, 35 Md. 531, 536 (1872).

Remarkably similar to the formulation quoted by this Court in Waters in 1872, the current testamentary statute provides that “every will shall be (1) in writing, (2) signed by the testator, or by some other person for him, in his presence and by his express direction, and (3) attested and signed by two or more credible witnesses in the presence of the testator.” Md. Code (1974, 2011 Repl. Vol.), Estates & Trusts (“ET”) § 4-102.

In fact, the statutory requirements for the valid execution of a will have remained virtually unchanged in Maryland for over two hundred years. In 1798, the General Assembly enacted the first testamentary statute in Maryland, which included strikingly similar language for devises:

*8 All devises and bequests of any lands or tenements, devisa-ble by law, shall be in writing, and signed by the party so devising the same, or by some other person in his presence, and by his express directions, and shall be attested and subscribed in the presence of the said devisor, by three or four credible witnesses, or else they shall be utterly void and of none effect[.]

1798 Md. Laws, ch. 101, sub-ch. 1, § 4. This Court has previously traced the foundational roots of these longstanding testamentary formalities to the English Statute of Frauds. See Casson v. Swogell, 304 Md. 641, 648-50, 500 A.2d 1031 (1986).

Relatively few changes have been made to the language of the 1798 statute. In 1884, the statute was amended such that only “two or more credible witnesses” were required for attestation. 1884 Md. Laws, ch. 293. In 1943, the statute was amended to add a paragraph (b), which provided exceptions to the statutory formalities for persons serving in the armed forces located outside of the United States. 1 1943 Md. Laws, ch. 799. The current language of the statute first appeared in 1969 as Article 93, § 4-102 of the Maryland Code. See 1969 Md. Laws, ch. 3, § 1. In 1974, the former Article 93 was recodified as the Estates and Trusts Article during Code Revision. See 1974 Md. Laws, ch. 11, § 2. The statute has not been substantively amended since its enactment in its current form in 1969. But see 2010 Md. Laws, ch. 72, § 6 (nonsubstan-tive amendment).

In this appeal, we must determine whether a will admitted to probate satisfied the statutory requirements for valid execution, particularly the requirement of attestation. For the following reasons, we hold that the will at issue satisfied the statutory requirements for valid execution, and therefore the circuit court properly granted summary judgment in favor of the testator’s estate. Accordingly, we affirm the judgment of the Court of Special Appeals.

*9 BACKGROUND

Dr. Peter Castruceio died on February 19, 2013, at the age of eighty-nine. He was survived by his wife of sixty-two years, Sadie Castruceio, who was ninety-two years old at the time of his death.

A. Drafting and Execution of the 2010 Will

Peter signed a last will and testament on September 28, 2008, which he filed with the Register of Wills for Anne Arundel County for safekeeping. In September 2010, Peter asked his attorney, John Greiber, to retrieve the 2008 Will so that he could revise it. When Peter received the 2008 Will, he marked up the document in the presence of Mr. Greiber, and asked his longtime employee, Darlene Barclay, to transcribe his changes. Darlene made the requested changes and returned the draft 2010 Will to Peter, who reviewed it with Mr. Greiber on September 28,2010.

On September 29, 2010, Peter signed the 2010 Will in the presence of three witnesses: Mr. Greiber, his daughter Samantha Greiber, and Darlene’s daughter Kim Barclay, who had also been employed by Peter for approximately six years. Peter called the three witnesses into his office and requested that they sign the papers on his desk, which he identified as his will. Peter then signed the Will in the presence of Mr. Greiber, Samantha, and Earn. Next, each of the three witnesses signed the Will in the presence of Peter and each other. Six weeks later, on November 17, 2010, Mr. Greiber deposited the Will with the Register of Wills for Anne Arundel County, where it remained until one week after Peter’s death.

B. Format and Substance of the 2010 Will

The 2010 Will, which is reproduced in the appendix to this opinion, consists of six pages, which are consecutively numbered as pages 1 of 6, 2 of 6, etc. The page numbers are centered on the bottom of each page. The words “Peter Adalbert Castruceio” are centered in large font on the top of *10 page 1 of 6; otherwise, the font and type-size are consistent throughout the document.

In the first paragraph on page 1 of 6 of the Will, Peter “declare[s] this instrument as his WILL IN TESTAMENT [sic].” The second paragraph on page 1 of 6 states that, upon his death, Peter “hereby declarete] the following:!.]” Following these introductory paragraphs, the 2010 Will contains eleven consecutively numbered paragraphs labeled Item 1, Item 2, etc. Some paragraphs are further subdivided into consecutively numbered subparagraphs.

Item 1 names Mr. Greiber as Peter’s personal representative for the administration of his estate. Item 7 leaves cash bequests of varying amounts to three specified individuals, including Darlene. Item 8 leaves “the rest and remainder” of Peter’s estate to Sadie, “should she one, survive [Peter] and two provided she has made and executed a Will prior to [Peter’s] death.” Item 10, entitled “Residuary Clause,” appearing on page 5 of 6, provides as follows:

Should, at the time of my death, my beloved wife not have a valid Will filed with the Register of Wills in Anne Arundel County dated prior thereto these, I hereby give, devise and bequeath all the rest and residue of my Estate and property, whether imposition, expectancy will remainder, including all property over which I may have Power of Appointment to the following individuals share and share alike per stirpes and not per capita to DARLENE BARCLAY, [address redacted], Glen Burnie, Maryland, 21061.[ 2 ]

Also on page 5 of 6 of the Will, below the “Residuary Clause” and Item 11, appears a concluding paragraph:

Free access — add to your briefcase to read the full text and ask questions with AI

Castruccio v. Estate of Castruccio, 169 A.3d 431, 456 Md. 1 (Md. 2017).

169 A.3d 431 (Castruccio v. Estate of Castruccio) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

State v. Fabien
Court of Special Appeals of Maryland, 2023
Spevak v. Montgomery Cnty.
480 Md. 562 (Court of Appeals of Maryland, 2022)
Estate of Steiner
Court of Special Appeals of Maryland, 2022
Potter v. Potter
252 A.3d 17 (Court of Special Appeals of Maryland, 2021)
Estate of Castruccio v. Castruccio
233 A.3d 175 (Court of Special Appeals of Maryland, 2020)
Castruccio v. Estate of Castruccio
196 A.3d 912 (Court of Special Appeals of Maryland, 2018)
Castruccio v. Castruccio
Court of Special Appeals of Maryland, 2018
Gurbani v. Johns Hopkins Health Sys. Corp.
185 A.3d 760 (Court of Special Appeals of Maryland, 2018)