Farah v. Stout

684 A.2d 471, 112 Md. App. 106, 1996 Md. App. LEXIS 141
CourtCourt of Special Appeals of Maryland
DecidedNovember 4, 1996
Docket1945, Sept.Term, 1995
StatusPublished
Cited by7 cases

This text of 684 A.2d 471 (Farah v. Stout) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Farah v. Stout, 684 A.2d 471, 112 Md. App. 106, 1996 Md. App. LEXIS 141 (Md. Ct. App. 1996).

Opinion

WILNER, Chief Judge.

This appeal presents several evidentiary questions. The three principal issues are whether the Circuit Court for Washington County, in a suit by appellant Elizabeth Farah against the estate of John M. Sanderson, Jr., erred in declining to admit (1) Elizabeth’s testimony concerning her reasons for performing services for Mr. Sanderson and his wife, (2) testimony of Elizabeth’s husband, J. Ramsay Farah, concerning conversations he had with Mr. Sanderson and Elizabeth, and (3) testimony of three non-party witnesses concerning statements made by Mr. Sanderson of his intention to give money to Elizabeth and Ramsay. Items (1) and (2) require us to determine whether the trial court properly.prohibited Elizabeth and Ramsay from testifying under Md.Code Cts. & Jud. Proc. art., § 9-116, commonly referred to as the dead man’s statute. The third item presents a hearsay question.

The relevant facts are largely undisputed. On July 23, 1993, Elizabeth filed two claims against Mr. Sanderson’s estate in the Orphans’ Court for Washington County. The dispute arose over an alleged contract by Mr. Sanderson to make a bequest of $110,000 to Ramsay and Elizabeth in exchange for Elizabeth’s agreement to care for Mrs. Sander-son. After Mr. Sanderson died on February 25, 1993, the Farahs learned that he had failed to make the promised bequest in his will. The first claim for $100,000, filed jointly by Elizabeth and Ramsay, was based on Mr. Sanderson’s oral promise to leave Elizabeth and Ramsay $100,000 upon his death as payment for services Elizabeth had rendered to Mr. *111 Sanderson and his wife. The second claim for $10,000, filed by Elizabeth individually, was based on Mr. Sanderson’s oral promise to reimburse Elizabeth for items she had purchased for the Sandersons.

The evidence at trial showed that the Farahs and Sander-sons developed a close friendship after they met at a church function in 1985. Shortly thereafter, Mrs. Sanderson’s health began to decline, and the Sandersons employed several home care agencies, which, for various reasons, proved unsatisfactory. Around 1989, Elizabeth assumed daily responsibility for Mrs. Sanderson’s care and for all the Sandersons’ household chores, including laundry, meal preparation, and cleaning. The Farahs maintain that Elizabeth undertook those responsibilities in return for Mr. Sanderson’s promise to make a bequest of $100,000.

On May 16, 1995, the Orphans’ Court transmitted the following two questions to the circuit court:

“1. Did the decedent herein, John M. Sanderson, Jr. make a valid, enforceable contract during his lifetime to bequeath to the claimant, Elizabeth Farah, the sum of $10,000.00?
2. Did the decedent herein, John M. Sanderson, Jr. make a valid, enforceable contract during his lifetime to bequeath to the claimants, Elizabeth Farah and J. Ramsay Farah, the sum of $100,000.00?”

Prior to trial, Ramsay and Elizabeth Farah assigned and transferred their joint interest in the $100,000 claim to Elizabeth individually, thereby making her the only plaintiff/claimant in the circuit court proceeding. Despite the assignment of interest to and substitution of Elizabeth in the $100,000 claim, the circuit court ruled in limine that Ramsay was still a “party” under Maryland’s dead man’s statute and barred him from testifying at the trial about any statements made by or transactions with Mr. Sanderson.

At trial, Elizabeth testified on direct examination that for approximately two and a half years “she cared for and performed numerous household chores on a daily basis” for Mr. *112 Sanderson. 1 She was then asked “why did you do, at the Sanderson home, all the things that you said you’ve done on a daily basis, and weekends and sometimes at night?” After defense counsel objected, plaintiffs counsel proffered that Elizabeth would testify that she did those things “because she understood she was going to be compensated.” The court sustained the objection.

Ramsay’s testimony at trial was also riddled with objections from defense counsel. In addition to prohibiting Ramsay from testifying about conversations he had with Mr. Sanderson regarding compensation for his wife, the court sustained appellee’s objections to questions about a conversation Ramsay had with Elizabeth regarding her decision to care for Mrs. Sanderson.

“Q. [0]n what basis did you ask your wife if she would do the job?
[Objection sustained.]
Q. Without any reference to Mr. Sanderson, what did you tell your wife?
[Objection sustained.]
Q. As a result of your discussion with your wife, what did she do?
A. She accepted the work.
Q. What work are you referring to?
A. To take care of Mrs. Sanderson and Mr. Sanderson.
[Objection and motion to strike.]
THE COURT: Sustained, jury will disregard.”

*113 The court also prohibited Ramsay from testifying about whether he ever talked with Elizabeth about compensation for caring for Mrs. Sanderson. At the conclusion of direct examination of Ramsay, appellant’s counsel proffered the following:

“[I]f asked, Dr. Farah would testify that he had a conversation with Jack Sanderson at the time home care services were, uh, having a problem with those, that Jack Sanderson asked him if Elizabeth would care for Delores on a daily basis as needed and if she would agree to do so for compensation. And that he, Ramsay, Dr. Farah would testify, uh, agreed that there would be a payment of a hundred thousand dollars ($100,000.00) for their services, for the rest of Delores’ life, and, uh, further that Dr. Farah told Jack Sanderson that he preferred not to have the payment during Jack Sanderson’s life but at his death, uh, for tax reasons.”

The court sustained objections to admission of that testimony based on the dead man’s statute. The court also excluded as hearsay the testimony of three other witnesses who would have testified that Mr. Sanderson told them that he was going to give the Farahs $110,000.00 in return for their services.

In response to appellee’s motion for a directed verdict at the conclusion of appellant’s case, the circuit court filed an opinion and order on November 16, 1995 that answered in the negative the two questions posited by the Orphans’ Court and granted appellee’s motion for judgment. In the opinion, the court found:

“[T]he Plaintiff, Elizabeth Farah, as well as Elizabeth Farah and J. Ramsay Farah, together, have failed to establish the existence of a contract between them and John M. Sander-son, Jr. for either ... $10,000.00 ... or for ... $100,000.00. The Plaintiffs in this case have simply been unable to adduce testimony of the existence of a valid, enforceable contract.”

From this order appellant appealed to this Court. We now affirm the circuit court’s decision.

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Bluebook (online)
684 A.2d 471, 112 Md. App. 106, 1996 Md. App. LEXIS 141, Counsel Stack Legal Research, https://law.counselstack.com/opinion/farah-v-stout-mdctspecapp-1996.