Friedman v. Hannan

987 A.2d 60, 412 Md. 328, 2010 Md. LEXIS 8
CourtCourt of Appeals of Maryland
DecidedJanuary 14, 2010
Docket3 September Term, 2009
StatusPublished
Cited by21 cases

This text of 987 A.2d 60 (Friedman v. Hannan) 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
Friedman v. Hannan, 987 A.2d 60, 412 Md. 328, 2010 Md. LEXIS 8 (Md. 2010).

Opinion

ADKINS, Judge.

In this case we interpret Section 4-105(4) of Md.Code (1974, 2001 ReplVol.) Estates & Trusts Article (“ET”), which directs that , provisions in a will “relating to the spouse” be revoked upon divorce from that person. We hold that the automatic revocation provision of ET Section 4-105(4) is not limited to bequests to a former spouse, and may include bequests to a former spouse’s family members. A court should utilize the terms of the will and circumstances surrounding its execution to determine whether a bequest “relat[es] to the spouse” within the meaning of Section 4-105(4),

On appeal de novo from the Orphans’ Court for Baltimore City, the Circuit Court for Baltimore City was called upon to construe the will of James Patrick Hannan (“Decedent”). The Decedent was married at the time he executed the will, but was divorced before his death. There is no dispute that after the divorce, all testamentary bequests made to Decedent’s former spouse were revoked by operation of ET Section 4-105(4). The question at issue involves the status of Decedent’s bequests to “those surv[iv]ing immediate family members of my Wife[.]” The former spouse’s immediate family members, (Lydia Friedman, Patricia Tolley, Barbara Graves, Genia Covert, Kelley Gallagher and Kimberly Shiké [collectively, “Friedman”]) appealed from the trial court’s decision that the marital dissolution revoked their legacies. The Court of Specials (“CSA”) affirmed, and we, in turn, affirm the intermediate appellate court.

FACTS & LEGAL PROCEEDINGS

The facts in this case are simple and uncontested. On June 5, 1981, James Hannan married Anna Zelinski. 1 No children *333 were born to them during the marriage. At some point, the two separated, and later divorced on February 6, 2001. As part of the separation, both parties entered into a property settlement agreement. Zelinski testified that Decedent met all of his obligations under that agreement. 2 Decedent subsequently died on September 10, 2006. He had never remarried.

This action involves a will that Decedent executed during his marriage to Zelinski (“the Will”), 3 the relevant provisions of which state:

ITEM TWO: I appoint as Executor of this, my Last Will and Testament, provided she shall survive me, my Wife, ANNA MARIE COVERT HANNAN. In the event my Wife preceedes [sic] me in death, I appoint my Brother, KEVIN HANNAN as Executor of this Will.
ITEM THREE: I give and bequeath to my Wife, ANNA MARIE COVERT HANNAN, provided she survives me, all of my possessions....
ITEM FOUR: Should my Wife, ANNA MARIE COVERT HANNAN, and myself die together by accident or otherwise, the estate is to be handled by LYDIA ELIZABETH COVERT FRIEDMAN and KEVIN HANNAN. All real and personal property, except jewelry belonging to my Wife and myself, be liquidated and proceeds there of [sic] be divided equally between my surviving immediate family members and those surving [sic] immediate family members of my Wife: JEROME B. HANNAN, KEVIN HANNAN, MICHAEL HANNAN, KATHLEEN HANNAN and DANIEL HANNAN, LYDIA ELIZABETH COVERT FRIEDMAN, PATRICIA JO COVERT TOLLEY, BARBARA *334 JANE COVERT, GENIA LOUISE COVERT, and KELLEY ANN FRIEDMAN (said KELLEY is to share her part with her sister KIMBERLY BETH FRIEDMAN). ITEM FIVE: Jewelry belonging to myself shall be given to my Wife if she survives me. If she has preceeded [sic] me in death, it shall go to my brother DANIEL HANNAN, to do with as he wishes. Jewelry belonging to my Wife, is addressed in her own Will.

Both parties assume that the Decedent drafted the Will himself, without the aid of legal counsel, although no evidence was presented to confirm that conclusion.

Decedent’s brother, Jerome B. Hannan (“Hannan”) filed the Will with the Register of Wills, and he was appointed personal representative of the estate. 4 On May 16, 2007, the Orphans’ Court for Baltimore City concluded that “[t]he remaining clause [in Item Four] pertaining to distribution provides that certain family members, including [Friedman], are entitled to distribution only if the Decedent died in a common disaster with his wife[.]” Accordingly, the Orphans’ Court ordered that the Will not be admitted to probate, effectively leaving Decedent intestate.

Both parties appealed to the Circuit Court, seeking an interpretation of Item Four as a residuary clause and a determination as to whether Zelinski’s named family members would inherit under that clause. At trial, Zelinski testified that her named family members were her sisters and two of her nieces. She admitted that Decedent did not know her named family members prior to their marriage, and that those family members did not live with them during the marriage. Decedent’s divorce attorney, Susan Huesman-Mitchell, testified that Decedent was a merchant marine, an avocation that required him to live away from his wife on a boat for several weeks at a time.

*335 The Circuit Court agreed with the parties’ interpretation of Item Four as a residuary clause, and therefore found that Decedent died testate. The court then considered the Will as a whole and determined that its provisions relating to the immediate family of Decedent’s wife could not be fulfilled because of the divorce. The court issued a written order, ordering that “only the immediate family members of the deceased ... receive the proceeds from the estate[,]” and that Friedman “be excluded from receiving any proceeds of the estate.” The Court of Special Appeals affirmed in an unreported opinion, and Friedman filed a Petition for Writ of Certiorari to this Court. We granted certiorari to consider the following three questions:

1. Did the trial court err in deciding that the bequests to Friedman were conditioned on Decedent being married to Zelinski at the time of Decedent’s death?
2. Did the trial court err in deciding that the bequests to Friedman were class gifts and not individual gifts even though the beneficiaries were individually named in the will?
3. Did the trial court err in deciding that ET Section 4-105(4) acts to revoke a person’s testamentary gifts to his former spouse’s specifically identified family members when his will was executed during his marriage and unchanged after his divorce?

We hold there was no error, and affirm the Circuit Court.

STANDARD OF REVIEW

Pursuant to Maryland Rule 8-131(c), where, as here, an action has been tried without a jury, the appellate court will review the case on both the law and the evidence. “It will not set aside the judgment of the trial court on the evidence unless clearly erroneous[.]” Md. Rule 8-131(c). “The appellate court must consider evidence produced at the trial in a light most favorable to the prevailing party[.]” Ryan v. Thurston, 276 Md. 390, 392, 347 A.2d 834

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Cite This Page — Counsel Stack

Bluebook (online)
987 A.2d 60, 412 Md. 328, 2010 Md. LEXIS 8, Counsel Stack Legal Research, https://law.counselstack.com/opinion/friedman-v-hannan-md-2010.