Gaver v. Gaver

4 A.2d 132, 176 Md. 171
CourtCourt of Appeals of Maryland
DecidedFebruary 5, 1939
Docket[No. 9, January Term, 1939.]
StatusPublished
Cited by24 cases

This text of 4 A.2d 132 (Gaver v. Gaver) 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
Gaver v. Gaver, 4 A.2d 132, 176 Md. 171 (Md. 1939).

Opinions

George W. Gaver died at his home at Airview, near Middletown, in Frederick County, on May 16, 1919, leaving to survive him his widow, Susan R. Gaver, two sons, Alfred W. Gaver and Oscar F. Gaver, and a daughter, Annie V. Gaver, who later married Louis J. Moore, Sr. At the time of his death he owned a lot containing one and one-fourth acres of ground on the National Turnpike at Airview, improved by an eight-room brick dwelling in which he resided, but he appears to have owned at that *Page 175 time no other property of any kind. He left a will duly executed to pass real and personal property, dated July 30th, 1898, in which he named as executors his wife and Alfred W. Gaver, his son, and on December 24th, 1908, he executed a codicil to that will in which he added his son Oscar and his daughter Annie to the number of his executors, and on October 19th, 1920, the will and the codicil were probated in the Orphans' Court of Frederick County.

In that will, after leaving all of his property to his wife so long as she remained his widow, he provided that she should have the "power to sell and convey the whole or any part of the same absolutely or to convey and encumber the same by way of Mortgage, Lease, or any other Lien or encumbrance or by sale and delivery of any of my said personal property, and with power to re-invest the proceeds thereof or any part thereof, in her own discretion, either in real estate, personal property, Mortgages, Stocks, Bonds or other securities; — and from and after the death or marriage of my said wife, Susan R. Gaver, I hereby direct that all of my estate aforesaid of every kind and description, real, personal and mixed, remaining in the hands, name, possession, ownership or control of my said wife, Susan R. Gaver, be sold by my Executors hereinafter named or the survivor of them, and the proceeds of the same shall be equally divided among my three children by my said wife, Susan R. Gaver, share and share alike, namely:

"To Alfred Wesley Gaver, a son, one-third; to Annie Viola Gaver, a daughter, one-third; and to Oscar Franklin Gaver, a son, one-third.

"The provision hereinbefore made for my said wife, Susan R. Gaver, is to be in full satisfaction of all other interest in my real, and personal estate, unless she shall marry again, in case she shall receive out of the property of which I may die seized and possessed or of which I may be the lawful owner at the time of my death or of any other property which she may, in whole or in part, have substituted therefor under the power to sell and *Page 176 re-invest herein contained, the same amount of interest to which she would be entitled in case of my dying intestate."

On November 3rd, 1930, Susan R. Gaver, professing to be acting under that power, by her deed of that date conveyed the Airview property to Oscar for a stated consideration of $4000, and on the same day he leased it to her for a term of two years at an annual rent of $240. On November 13th, 1930, he borrowed $4000 from the Commercial Bank of Maryland, and gave to Susan R. Gaver a check dated November 3rd, 1930, drawn to her order "for estate of Geo. W. Gaver" for $4000. On November 12th, 1930, Susan R. Gaver had that check deposited in the Commercial Bank to her credit for the estate of Geo. W. Gaver, where it still remains. On the same day Susan R. Gaver executed a will in which she named Oscar and Alfred as her executors and which contained this provision: "If there be any money due me at the time of my death, from either of my said sons, Alfred W. Gaver, or Oscar F. Gaver, my will is that said debt or debts shall be cancelled, and I credit them for all favors either one has done for me during my life." On June 30th, 1931, Oscar borrowed $4000 from his mother on the joint and several promissory note of himself and his wife, payable in three years and bearing interest at four per cent.

On October 8th, 1922, Annie V. Gaver Moore died, leaving, to survive her, her husband, Louis J. Moore, Sr., and two children, Louis J. and Raymond A., all of whom reside in Virginia, and on July 11th, 1936, Susan R. Gaver died, so that there then remained surviving only two of the four executors named in the will and codicil of George W. Gaver.

Because, it is said, George W. Gaver left no personal property, the executors of his will did not apply for letters testamentary thereon until after the death of his widow. Then Alfred and Oscar, the surviving executors of his will, and who were also the executors of the will of Susan R. Gaver, applied for letters on both estates, and accordingly letters on both estates were issued to *Page 177 them and in due course they qualified as executors of both wills.

On December 2d 1936, Oscar F. Gaver left for record in the office of the Clerk of the Circuit Court for Frederick County the deed of Susan R. Gaver to him, conveying the Airview property, which she had executed on November 3rd, 1930, more than six years before, and on December 9th, 1936, Alfred W. Gaver, individually and as a surviving executor of George W. Gaver, filed the bill in this case against Oscar F. Gaver to set that deed aside. In that bill, after alleging in substance the facts stated above, he charged "that the purported conveyance from Susan R. Gaver to Oscar F. Gaver was a secret and surreptitious transaction, colored with fraud and with the malicious intent on the part of the said Oscar F. Gaver to keep his brother, Alfred W. Gaver, and the heirs of his sister, the late Annie V. Gaver Moore, in complete ignorance of the said fraudulent transaction and that the failure of the said Oscar F. Gaver to record the deed from his mother, Susan R. Gaver, until after the death of his mother, or some six years after said deed was executed, was part and parcel of his deliberate plan to take advantage of his mother at the expense of his own brother, the husband and sons of his own deceased sister and the estate of his own father which he was charged to serve in the fiduciary capacity of an executor," and that "was brought about by fraud, misrepresentation and undue influence on the part of the said Oscar F. Gaver and was plainly in abuse of the confidential relationship existing between himself and his aged mother and was in derogation of his clear and lawful duty as an executor of his father's estate to preserve that estate for the benefit of the remaindermen and not to engage in individual transactions therewith for his own personal gain."

The defendant answered, testimony was taken, the case submitted and an opinion filed, in which the chancellor announced that he would set aside the deed, reserving any question as to reimbursement of the purchaser. Before that opinion was filed, however, the plaintiff asked leave *Page 178 to amend his bill by striking out his name as surviving executor of the estate of George W. Gaver as that of a party plaintiff, and adding as parties defendant Zona K. Gaver, wife of Oscar, and Louis J. Moore, Sr., Louis J. Moore, Jr., and Raymond A. Moore, and by adding an offer to restore all parties to the status they respectively occupied before the execution of the deed. That amendment was allowed and made, Zona Gaver answered, notice was given to the Moores by publication, and upon their failure to appear or answer the bill was taken as confessed as against them. After the opinion had been filed another amendment to the bill was allowed, by which Alfred Gaver and Oscar Gaver, as executors of the will of George W. Gaver and as executors of the will of Susan R. Gaver, were made parties defendant. A demurrer to the bill as thus amended was over-ruled, and the court then decreed (1) that the deed be set aside, (2) that Oscar F. Gaver retain the promissory note given by him and his wife to Susan R.

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4 A.2d 132, 176 Md. 171, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gaver-v-gaver-md-1939.