In re the Estate of Seaver

2 Balt. C. Rep. 180
CourtBaltimore City Orphans' Court
DecidedAugust 30, 1901
StatusPublished

This text of 2 Balt. C. Rep. 180 (In re the Estate of Seaver) is published on Counsel Stack Legal Research, covering Baltimore City Orphans' Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Estate of Seaver, 2 Balt. C. Rep. 180 (Md. Super. Ct. 1901).

Opinion

SAVAGE, C. J., BLOCK, J.,

concurring, and O’BRIEN, J., dissenting.

The interesting questions of fact and law which have been presented in this case for our consideration, decision and order have arisen in connection with the trial of a caveat filed in this court on June 27, 1900, to the last will and testament of Sarah A. G. Seaver, spinster, who died in this city, April 11, 1900, in the 84th year of her age. The testamentary instrument in controversy was written and executed on December 5, 1898, and was duly proved and admitted by us to probate on April 17, 1900, without objection, and letters testamentary were on that day granted to James W. Denny and William L. Lyon, the executors therein named.

By agreement the caveat was tried in this court, with the right to appeal reserved.

It was filed by Chas. L. Davis, Gilbert A. Davis, Samuel S. Davis and Sarah Ann Gordon, “first cousins” and “next of kin” of Miss Seaver. It contains the usual allegations of undue influence, fraud and testamentary incapacity. The caveators elicited no testimony sufficient in any view to show undue influence or actual or constructive fraud, and those charges were not argued. We are, therefore, limited in our inquiry to the testimony, evidence and law affecting solely the testamentary capacity of Miss Seaver at the time of the execution of the paper writing. They are of exceptional interest.

It was not suggested that the will of Miss Seaver bore in any respect intrinsic evidence of a want of testamentary capacity, and all questions regarding the meaning of its language or the consistency of its provisions are admittedly eliminated. After directing the payment of her debts and funeral expenses she disposed of her estate as follows: To Maggie Burford, $100; to Alverda Fullerton Schumacher, Isabella Fullerton and Garafilia C. Lyon, $250 each; to Wilhelmina Friedly, $250; to St. Mary’s Catholic Orphan Asylum, the Protestant Orphan Asylum on Strieker street, and the Confederate Home, at Pikesville, Md., $250 each; and to Wm. L. Lyon a picture of George Washington; and after directing her executors to have suit[181]*181able tombstones placed at the graves of lier mother, sister and brother ¡md at her grave, she gave the residue of her estate to her “dear friends, Alverda Fullerton Schumacher, Isabella Fullerton, Garafilia O. Dyon and Willielmina Friedly, share and share alike, absolutely and forever.” The two first named residuary legatees are granddaughters of the late John Berryman (of whom we will later speak) ; the second is his only surviving child, and Miss Friedly was for more than six years her constant and most faithful companion and nurse. The subscribing witnesses are Edward It. Schumacker, T. Yates Walsh and Geo. G. Smith.

It is of the first importance to ascertain the tests and standards prescribed by law as to the mental requisites of testamentary capacity. The statute law of Maryland (Code, Article 93, Section 309), declares: “No will, testament or codicil shall be good and effectual for any purpose whatsoever unless the person making the same be at the time of executing or acknowledging it as hereafter directed, of sound and disposing mind and capable of executing a valid deed or contract.” We will next cite the Maryland decisions which enlighten us as to the meaning of the above quoted statute.

We find in Higgins vs. Carlton, 28 Md. 115, the following explanatory language : “The testamentary capacity required by the law of this State is that the testator ‘shall be of sound and disposing mind and capable of executing a valid deed or contract;’ that is, he must have sufficient capacity, at the time of executing his will, to make a disposition of his estate with judgment and understanding in reference to the amount and situation of his property, and the relative claims of the different persons who should be the objects of his bounty.” And the court-added, guardedly: “But under this rule a jury is not required to reject a will because in their opinion its provisions are unjust and injudicious, but they may be considered by the jury in determining the capacity of the testator.” The above was affirmed in Moore vs. McDonald, 68 Md. 321.

In McElwee vs. Ferguson, 43 Md. 478, the court said: “Where a testator freely understands the nature of the business in which he is engaged, and has sufficient capacity to make a disposition of his estate with judgment and understanding in reference to its amount and situation and the relative claims of different persons who are or who should be the objects of his bounty, this court has repeatedly held that in such cases the testator is to be considered of sound and disposing mind within the meaning of the statute. Davis vs. Calvert, 5 G. & J. 302; Colvin vs. Warford, 20 Md. 355; Higgins vs. Carlton, 28 Md. 115.”

In Brown vs. Ward, 53 Md. 375, the court declared that “sanity and mental capacity are presumed in law, and this presumption exists as well in reference to last wills and testaments as to other matters. The burden of proof rests as a consequence upon those who allege the contrary. Higgins vs. Carlton, 28 Md. 141; Tyson vs. Tyson, 37 Md. 582,” and added:

“An alleged unsoundness of mind of a testator must be shown to exist at the time of the execution of the will.”

Continuing, the Court gave this interpretation : “Sound and disposing mind and capable of executing a valid deed or contract in respect to making a will is that she understood the nature of the business she was engaged in, recollected the property she meant to dispose of, and the persons to whom she meant to give it, and understood the manner in which she disposed of it, and the relative claims of the different persons who are or might be the objects of her bounty. The definition given is that which has been recognized by the decisions of this court in Davis vs. Calvert, 5 G. & J. 301; Higgins vs. Carlton, 28 Md. 115; McElwee vs. Ferguson, 43 Md. 479.”

The reported decisions in other States are instructive, and in Hall vs. Perry, 87 Maine, 569, occurs the following:

“To establish a will contested on the ground of the want of testamentary capacity, it must appear that the testatrix was a person of sound and disposing mind; and that she had mental capacity sufficient to enable her to understand the business in which she was engaged. A disposing mind involves the exercise of so much mind and memory as would enable a person to transact common and simple kinds of business with that intelligence which belongs to the weakest class of sound minds. It exists when the testator can recall [182]*182the general nature, condition and extent of his property, and his relations to those to whom he gives as well as to those from whom he withholds his bounty. There must be actiye memory enough to bring to mind the nature and particulars of the business to be transacted, and mental power enough to appreciate them and form some rational judgment in relation to them.

But mere intellectual feebleness must be distinguished from unsoundness of mind. A person may be incapacitated by age and failing memory from engaging in complex and intricate business, and yet be able to give simple directions for the disposition of property by will.”

In Leech vs. Leech, 21 Penn., 68, is this pertinent language: “There are few subjects coming before Courts of law that ought to be better understood by the general community than what is meant in our Courts by the phrase ‘testamentary capacity.’ And yet there are none in which the public are more in error.

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Related

Kimball v. Cuddy
7 N.E. 589 (Illinois Supreme Court, 1886)
Davis v. Calvert
5 G. & J. 269 (Court of Appeals of Maryland, 1833)
Higgins v. Carlton
92 Am. Dec. 666 (Court of Appeals of Maryland, 1868)
Tyson v. Tyson
37 Md. 567 (Court of Appeals of Maryland, 1873)
McCracken v. German Fire Insurance
43 Md. 471 (Court of Appeals of Maryland, 1876)
McElwee v. Ferguson
43 Md. 479 (Court of Appeals of Maryland, 1876)
Baker v. Gunther
53 Md. 373 (Court of Appeals of Maryland, 1880)
Moore ex rel. Moore v. McDonald
12 A. 117 (Court of Appeals of Maryland, 1888)
Prentis v. Bates
50 N.W. 637 (Michigan Supreme Court, 1891)

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Bluebook (online)
2 Balt. C. Rep. 180, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-seaver-mdorphanctbalt-1901.