Davis v. Davis

365 A.2d 1004, 278 Md. 534, 1976 Md. LEXIS 654
CourtCourt of Appeals of Maryland
DecidedNovember 26, 1976
Docket[No. 33, September Term, 1976.]
StatusPublished
Cited by12 cases

This text of 365 A.2d 1004 (Davis v. Davis) 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
Davis v. Davis, 365 A.2d 1004, 278 Md. 534, 1976 Md. LEXIS 654 (Md. 1976).

Opinion

Singley, J.,

delivered the opinion of the Court.

In this case, we are called upon to consider Maryland Code (1957, 1969 Repl. Vol.) Art. 93, § 3-301, which dealt with the rights of a pretermitted child to share in the estate of a testator. 1

We shall summarize the facts which were stipulated in the trial court. Albert H. Davis died domiciled in Montgomery County, Maryland on 19 January 1973, leaving an estate in excess of $300,000.00. He was survived by his third wife, Barbara G. Davis, formerly Barbara G. Saraga, whom he had married in 1959; by Carolyn J. Wasserman, a daughter of his first marriage; by Judith B. Davis and Stephanie M. *536 Parks, two daughters of his second marriage, and by an adopted son, Jeffrey Davis, one of Mrs. Davis’ two sons by her first marriage. Jeffrey was two years old when his mother married Mr. Davis, had lived at home with Mr. Davis and his mother thereafter, and was adopted by Mr. Davis on 7 December 1972. 2 From 1968 until his death in 1973, Mr. Davis was undergoing various treatments for cancer, but it is conceded by all that he was mentally alert until the date of this death.

Prior to Jeffrey’s adoption, and on 12 May 1970, Mr. Davis had executed the will which was admitted to probate. By the terms of his will, Mr. Davis bequeathed to Barbara G. Davis his personal effects, household goods and one-third of his residuary estate, to be hers absolutely, provided that she survived him for 30 days, which she did.

To Carolyn J. Wasserman, his daughter, by his first marriage, he unconditionally left $100.00, explaining that she had otherwise been well provided for.

Judith B. Davis and Stephanie M. Parks, the daughters of the second marriage, were each left one-fourth of the residuary estate; they would have received a thirty per cent share had Mrs. Davis not satisfied the survival requirement.

Finally, Mr. Davis left one-sixth of his residuary estate to be equally divided among such of his three sisters as survived him, which would have been increased to one-fifth if Mrs. Davis had not satisfied the survival requirement.

The only provision made for Jeffrey was contingent upon Mrs. Davis’ having predeceased the testator or having failed to survive him for 30 days, in which case Jeffrey was bequeathed fifteen per cent of the residuary estate, to be held in trust for his benefit until he attained age 21. Jeffrey was described in the will as “Jeffrey Saraga, also known as Jeffrey Davis.”

When Mrs. Davis and Ronald Willoner, Mr. Davis’ personal representatives, announced that they had determined that Code, Art. 93, § 3-301 required them to *537 distribute to Jeffrey as a pretermitted child a sum equivalent to one-fourth of one-half of the residuary estate plus one-fourth the $100.00 bequeathed in the aggregate to the testator’s other three children, this action was instituted.

It took the form of a petition for a declaratory decree, filed by Mr. Davis’ daughters, Judith B. Davis and Stephanie M. Parks, in the Circuit Court for Montgomery County, sitting as the Orphans’ Court. 3

We are satisfied that an action for declaratory relief cannot be maintained in an orphans’ court because although Maryland Constitution art. IV, § 1 identifies an orphans’ court as a court of record, Code (1974), Courts and Judicial Proceedings Article § 3-403 (a), which confers upon a court of record, except for the District Court, the power to grant declaratory relief, must be read in the light of § 1-101 (c) of the same Article which provides that the word “Court” as used in the Courts and Judicial Proceedings Article “does not include an orphans’ court, or the Maryland Tax Court.”

The orphans’ court concluded, and the parties seem to have agreed, that what was sought here was a construction of the will, a construction in the narrow sense: a determination of who is to take under a will or in the disposition of the assets of the estate, a question which is clearly within the jurisdiction of an orphans’ court, Shapiro v. Ryan, 233 Md. 82, 87, 195 A. 2d 596, 598 (1963); Estate of Childs v. Hoagland, 181 Md. 550, 551-52, 30 A. 2d 766, 767 (1943); Longerbeam v. Iser, 159 Md. 244, 150 A. 793 (1930); Roane v. Hollingshead, 76 Md. 369 (1892); Hokamp v. Hagaman, 36 Md. 511 (1872); Blackburn v. Craufurd, 22 Md. 447 (1864).

We now turn to the applicable statutes. Code, Art. 93, § 3-301 provided:

“No will shall be revoked by the subsequent birth, adoption or legitimation of a child by the *538 testator except under the circumstances referred to in § 4-105 (c)[ 4 ] Such child, or the issue (if any, who survive the testator) of any such child who does not survive the testator, shall, however, be entitled to a share in the estate to be determined and paid in accordance with §§ 3-302 and 3-303 if:
“(a) The will contains a legacy for a child of the testator but makes no provision for a person who becomes a child of the testator subsequent to the execution of the will;
“(b) Such child was born, adopted or legitimated subsequent to the execution of the will;
“(c) Such child, or his issue, survives the testator; and
“(d) The will does not expressly state that such child, or issue, should be omitted.'

Code, Art. 93, § 3-302 provided a mechanism for the determination of the share to be awarded the pretermitted child.

“Any child permitted to share in the estate of a decedent pursuant to § 3-301 shall receive from the personal representative an amount equal to the lesser of (i) the distribution which such child would have taken in the event of intestacy or (ii) the value of all legacies to children of the testator and issue of deceased children divided by the total number of children of the testator who survive him and children leaving issue who take hereunder, including the pretermitted child. The issue of a *539 pretermitted child who did not survive the testator shall take such amount by representation.”

The nub of the question before us is the applicability of the statutory mandate to the facts of this case.

The trial court concluded, as did the Court of Special Appeals, Willoner v. Davis, 30 Md. App. 444, 353 A. 2d 267 (1976), that the contingent provision made for Jeffrey satisfied the requirement of Code, Art. 93, § 3-301 (a) that a person who becomes a child of the testator subsequent to the execution of the will is entitled to share in the estate if no provision is made for him. We granted certiorari in order that we might consider the matter.

We agree with the holding of the Court of Special Appeals that Art.

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Bluebook (online)
365 A.2d 1004, 278 Md. 534, 1976 Md. LEXIS 654, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-davis-md-1976.