Dietz v. Moore

351 A.2d 428, 277 Md. 1, 1976 Md. LEXIS 947
CourtCourt of Appeals of Maryland
DecidedFebruary 6, 1976
Docket[No. 94, September Term, 1975.]
StatusPublished
Cited by41 cases

This text of 351 A.2d 428 (Dietz v. Moore) 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
Dietz v. Moore, 351 A.2d 428, 277 Md. 1, 1976 Md. LEXIS 947 (Md. 1976).

Opinion

Digges, J.,

delivered the opinion of the Court.

Charles Earl Laudenklos died on January 23, 1974, approximately 15 hours after executing his one and only last will and testament. That document, which was submitted to the Orphans’ Court for Baltimore County for probate five days later, was challenged in two caveat proceedings by 32 of his relatives as not being a valid testamentary instrument. With the agreement of the parties, the orphans’ court transmitted eleven issues — including execution, undue influence and mental competency — to the Circuit Court for Baltimore County for determination. Following a two-month discovery period, the caveatees filed a motion for summary judgment which, after a hearing, was granted as to ten of the issues, leaving only the question of the mental competency of the testator to be decided at trial. After also losing on that issue in a jury trial before Judge Frank E. *3 Cicone, the caveators press the following three issues on appeal: (1) whether summary judgment should have been granted on the issues of execution and undue influence; (2) the propriety of the conduct of the personal representative-caveatee in connection with this matter; and (3) whether the trial court erroneously refused to allow the jury access to certain para-medical evidence. Although appeal was taken to the Court of Special Appeals, we granted certiorari before it considered the case. As we discern no prejudicial error, the rulings of the circuit court will be affirmed.

The circumstances shrouding the last few days of the decedent’s life seem almost perfectly orchestrated to give rise to a will contest. Laudenklos, diagnosed in September of 1973 to be suffering from Hodgkins disease, was hospitalized on January 3, 1974, due to an increasingly deteriorating condition. When his tenuous grip on life began to slip, his pastor, at the urging of some of the caveatees, asked him on January 21 whether he had made a will. After replying in the negative, Laudenklos consented to the summoning of E. Scott Moore, his lawyer and a caveatee. Moore visited the decedent in the hospital later that same afternoon and, according to Moore’s testimony, he discussed with Laudenklos the disposition of his property and was requested by him to prepare a will. Returning the next morning with a secretary from his office, as Moore and his secretary testified, Moore read Laudenklos a typewritten will that he had prepared and then Moore, at the decedent’s request, in his own handwriting crossed out one legatee and added two other beneficiaries. After that was accomplished, according to these same testifiers, Laudenklos, with Moore and his secretary as the subscribing witnesses and the only persons present, signed the will with his mark, an “X.” Mr. Laudenklos died 15 hours later. There was conflicting testimony regarding the testator’s mental awareness at the time the will was executed, with some persons attesting to his coherence and ability to communicate, and others relating that he was disoriented and bewildered during his final days. The seven legatees named in the will, each of *4 whom was to receive 15% of the estate (except one husband and wife were together bequeathed 15%) were his church, four friends and two cousins, most of whom had visited Laudenklos within days of his death. The caveators, consisting of 32 paternal heirs, collectively receive only 5% of the estate under the will; they would receive 50% had the testator died intestate.

The caveators argue that the circuit court should not have granted the caveatees’ motion for summary judgment as to the issues of execution and undue influence because at trial the jury may not have believed the testimony of the subscribing witnesses. Contending that the underlying facts are susceptible of more than one inference, the caveators conclude that the summary judgment invaded the province of the jury. However, properly granted summary judgments do not usurp any jury function since Maryland Rule 610 d 1 authorizes them only “if the pleadings, depositions, and admissions on file, together with the affidavits, if any, show that there is no genuine dispute as to any material fact and that the moving party is entitled to a judgment as a matter of law.” As we said in Lynx, Inc. v. Ordnance Products, 273 Md. 1, 7, 327 A. 2d 502 (1974), “[t]he function of the summary judgment procedure is not to try the case or decide the issues of fact raised; it is merely to determine whether or not there is an issue of fact to be tried and if there is none, to cause judgment to be rendered accordingly.” Furthermore, we think it abundantly clear that the court below was correct in granting summary judgment as to the undue influence and execution issues. As Judge Finan aptly expressed the law for this Court in Brown v. Suburban Cadillac, Inc., 260 Md. 251, 255, 257, 272 A. 2d 42 (1971):

“An appellate court, in reviewing a motion for summary judgment, should be concerned primarily with deciding whether or not a factual issue exists, and in this regard, all inferences should be resolved against the party making the motion. Hilton v. Williams, [258 Md. 285, 288, 265 A. 2d 746 (1970)]; Lipscomb v. Hess, [255 Md. 109, 118, 257 A. 2d 178 *5 (1969)]; Lawless v. Merrick, [227 Md. 65, 70, 175 A. 2d 27 (1961)]. Be that as it may, when the moving party has set forth sufficient grounds for summary judgment, the party opposing the motion must show with some precision that there is a genuine dispute as to a material fact. Foreman v. Melrod, 257 Md. 435, 441, 263 A. 2d 559 (1970); Fishman Const. Co. v. Hansen, 238 Md. 418, 422-23, 209 A. 2d 605 (1965), and cases cited therein. And, the opposing party must make such a showing by facts which would be admissible in evidence. Maryland Rule 610 b; Foreman v. Melrod, supra; Fishman Construction Co. v. Hansen, supra; Strickler Engineering Corp. v. Seminar, Inc., 210 Md. 93, 100, 122 A. 2d 563 (1956).
“It is never sufficient to defeat a motion for summary judgment that the opposing party allege in a general way that there is a dispute as to a material fact. . . .” (Footnote omitted; emphasis added.) See Lynx, Inc. v. Ordnance Products, supra, 273 Md. at 7-9; Salisbury Beauty Schools v. St. Bd., 268 Md. 32, 40-41, 300 A. 2d 367 (1973).

In this case, although the caveatees presented sufficient grounds for summary judgment as to the issues of execution and undue influence, the caveators utterly failed to establish that there was a “genuine dispute as to a material fact” as to either issue. With respect to execution, the caveators did not depose or obtain admissions from the two subscribing witnesses, and presented no affidavits nor any other admissible evidence indicating that the decedent did not sign the “X” on the will. This Court has held that “when a person signs his mark to an instrument with the intention of executing it as his will, the mark of itself constitutes a signature sufficient to comply with the statute.” Van Meter v. Van Meter, 183 Md. 614, 619, 39 A. 2d 752 (1944). Similarly, the caveators presented nothing which would be *6

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

Related

Coates v. State
930 A.2d 1140 (Court of Special Appeals of Maryland, 2007)
Educational Testing Service v. Hildebrant
923 A.2d 34 (Court of Appeals of Maryland, 2007)
Hall v. University of Maryland Medical System Corp.
919 A.2d 1177 (Court of Appeals of Maryland, 2007)
Miller v. BAY CITY PROPERTY OWNERS ASSOC., INC.
903 A.2d 938 (Court of Appeals of Maryland, 2006)
United Services Automobile Association v. Riley
899 A.2d 819 (Court of Appeals of Maryland, 2006)
Underwood-Gary v. Mathews
785 A.2d 708 (Court of Appeals of Maryland, 2001)
Rodriguez v. Triborough Bridge & Tunnel Authority
276 A.D.2d 769 (Appellate Division of the Supreme Court of New York, 2000)
Frederick Road Ltd. Partnership v. Sturm
756 A.2d 963 (Court of Appeals of Maryland, 2000)
Shpigel v. White
741 A.2d 1205 (Court of Appeals of Maryland, 1999)
A.J. Decoster Co. v. Westinghouse Electric Corp.
634 A.2d 1330 (Court of Appeals of Maryland, 1994)
Booth v. State
608 A.2d 162 (Court of Appeals of Maryland, 1992)
Bell v. Forti
584 A.2d 77 (Court of Special Appeals of Maryland, 1991)
Sparks State Bank v. Martin
568 A.2d 1140 (Court of Special Appeals of Maryland, 1990)
McDermott v. Hughley
561 A.2d 1038 (Court of Appeals of Maryland, 1989)
Singer Co., Link Simulation Systems Division v. Baltimore Gas & Electric Co.
558 A.2d 419 (Court of Special Appeals of Maryland, 1989)
Bennett v. Baskin & Sears
549 A.2d 393 (Court of Special Appeals of Maryland, 1988)
Ward v. State
547 A.2d 1111 (Court of Special Appeals of Maryland, 1988)
State v. Garlick
545 A.2d 27 (Court of Appeals of Maryland, 1988)
Hughley v. McDermott
530 A.2d 13 (Court of Special Appeals of Maryland, 1987)
DeGroft v. Lancaster Silo Co.
527 A.2d 1316 (Court of Special Appeals of Maryland, 1987)

Cite This Page — Counsel Stack

Bluebook (online)
351 A.2d 428, 277 Md. 1, 1976 Md. LEXIS 947, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dietz-v-moore-md-1976.