Fogle v. Stitely

45 A.2d 630, 186 Md. 28, 1946 Md. LEXIS 174
CourtCourt of Appeals of Maryland
DecidedFebruary 8, 1946
Docket[No. 78, October Term, 1945.]
StatusPublished
Cited by1 cases

This text of 45 A.2d 630 (Fogle v. Stitely) 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
Fogle v. Stitely, 45 A.2d 630, 186 Md. 28, 1946 Md. LEXIS 174 (Md. 1946).

Opinion

Markell, J.,

delivered the opinion of the Court.

The will of George G. Lambert, dated June 16, 1900, probated August 14, 1911, provided:

“* * * after my Just debts (if any there be), and suitable tomb stones erected at my grave are paid, I devise and bequeath as follows—
“I give devise and bequeath to my dear wife Belinda A. Lambert all my Estate Real personal and Mixed Wheresoever Situated or found during her natural life, without Bond or Security, and at her death, I give devise *30 and bequeath said Whole Estate to my daughter Eva F. Stitely the said Estate during her natural life, and at the death of my said daughter, I devise and bequeath the said Estate to her heirs at law forever, Excepting however one thousand dollars, which I give and bequeath to her Husband namely Joseph E. Stitely provided he outlives my said daughter.
“But should my said daughter die after coming into possession of said legacy, or before coming in possession thereof, leaving no child or children living, or the descendant of a child or children living, then I revoke all the above devises, Except to my said wife and said son in law (if he becomes entitled to said legacy under the provision aforesaid [)], And Give devise and and bequeath my said Estate after the death of my said Wife to her and my own heirs at law forever Equally.”

The wife was appointed executrix.

By her “first account,” passed April 1, 1912, the executrix distributed to herself, as “legatee for life, sub- ° ject to the provisions of the will * * * declared as to the remainder,” the entire “balance of estate for distribution,” $5,138.46, comprising “goods and chattels mentioned in the inventory,” $994.40; “debts due testator,” viz., five “promissory notes,” “with interest at 5%,” $3900; and cash, $244.06.

The widow died in or about April 1929. The daughter, as administratrix d.b.n.c.t.a. of the testator, by her “first and final account,” passed April 23, 1929, charged herself with “the amount of money and personal property distributed” to the widow, “life-tenant,” as shown by the administration account of the executrix,. $5,138.46; prayed allowance for costs, $29.06, “the total amount of goods and chattels distributed to life-tenant, which were consumed in use,” $994.40; and retained “to be held by her in accordance with the * * * will,” $4,115. The daughter, as administratrix of the widow, by her “first and final account,” also passed April 23, 1929, distributed to herself the “residue of estate for distribution,” $6,637.

*31 The testator owned a 185 acre farm, acquired in 1888. In July 1935, the farm (except a few acres in Frederick County) was sold for non-payment of taxes for 1930, 1931, 1932, 1933 and 1934. By equity proceedings instituted in August 1935, which need not be described, the property was redeemed from the tax sale, and the entire farm was sold under a decree of July 20, 1936. The net proceeds were paid to Union Bridge Banking and Trust Company, which by the decree was appointed Trustee to receive the proceeds and invest them “so as to inure in like manner as by the * * * will * * * provided to the use of the same parties who would be entitled to the land sold.”

The daughter died in December 1943, leaving nothing. She had presumably appropriated and consumed all the personal property received by her as life tenant under the testator’s will. The Trustee received $1,848.54; proceeds of the land, and thereafter $286.50, income from the proceeds, which under the decree was added to corpus on account of losses sustained through the life tenant’s neglect to pay taxes. After deducting expenses, the Trustee holds for distribution $2,050.25.

The daughter was survived by her husband, Joseph E. Stitely, 84 years old, and by a daughter, Agnes M. Wolfe, who was born about a year before the date of the testator’s will.

The appellant is the assignee of two judgments against Stitely and his wife. Attachments on these judgments were laid in the hands of the Trustee, as garnishee, against Stitely’s interest (if any) in the proceeds of the land.

The Trustee filed a report and account, in which it expressed the opinion that the whole fund held by it for distribution “is the property and estate” of Agnes M. Wolfe, the daughter’s “only child and sole heir at law.” The appellant objected to the ratification of the report and account, on the ground that, to the extent of $1,000, the fund should be distributed to the appellant, as judg *32 ment creditor of Stitely. The lower court overruled the appellant’s exceptions, ratified the Trustee’s account and ordered payment in accordance therewith.

The only question raised on this appeal is whether the testator’s real estate is chargeable with the payment of Stitley’s $1,000 legacy. On this question the details of the will and the outline of the legal proceedings since the testator’s death in 1911 are relevant only as illustrating the scope of the question and the complications of the subject matter. For instance, we need not ponder why, after distribution of the entire personal estate by the executrix to herself as life tenant, the daughter was granted letters d.b.n. and purported to distribute the same estate a second time to herself as second life tenant. Sydnor v. Graves, 119 Md. 321, 325-329, 86 A. 341. If the distribution to the first life tenant was proper, then the estate was fully administered and there was no basis for grant of letters d.b.n. The terms of the will leave little doubt as to the testator’s intention that distribution should be made to his widow as life tenant. Evans v. Iglehart, 6 Gill. & J. 171, 192-198; Siechrist v. Bose, 87 Md. 284, 294-297, 39 A. 745; Cesterla v. Gaither, 90 Md. 40, 44-46, 44 A. 1035; Foley v. Syer, 121 Md. 79, 85-90, 88 A. 38. Cf. Smith v. Michael, 113 Md. 10, 77 A. 282; Sharp v. State, 135 Md. 551, 560-562, 109 A. 454.

At common law real estate was not chargeable with the payment of legacies in the absence of a clear intention on the part of the testator that it should be so charged. Miller on Construction of Wills, Secs. 302, 303. In the application of this rule conflict developed among authorities in different jurisdictions.

In Pearson v. Wartman, 1895, 80 Md. 528, 31 A. 446, a testator gave his wife all his real and personal estate for life, and after her death gave a number of pecuniary legacies and gave, devised and bequeathed “the remaining portion” of his estate to named persons. This Court, by Chief Judge Robinson, said: “Now, if the question arising upon this will was one of first impression, and *33

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

Related

Hardgrove v. Hardgrove
215 A.2d 183 (Court of Appeals of Maryland, 1965)

Cite This Page — Counsel Stack

Bluebook (online)
45 A.2d 630, 186 Md. 28, 1946 Md. LEXIS 174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fogle-v-stitely-md-1946.