Kelleher v. Kernan

60 Md. 440, 1883 Md. LEXIS 51
Court of Appeals of Maryland·Decided June 21, 1883·Published·Cited by 11 cases

Opinion

Irving, J.,

delivered the opinion of the Court.

The question for determination in this case, is whether the Orphans’ Court for Baltimore City erred in refusing probate to the following paper which was propounded as the last will and testament of Owen Kernan :

“Baltimore, July 20th, 1882.
“'In anticipation of my departure from the City of Baltimore, and to provide for possible contingencies, I hereby give, bargain and sell and transfer unto my daughter, Ann C. Kelleher, her personal representatives and assigns, all my machinery, horses, wagons, goods, chattels, and effects, which I now have, or may hereafter acquire, or possess, and all moneys, claims and demands to which I am or may be hereafter entitled, reserving to myself the use of the same, and the right to dispose of the same [442] otherwise, if I deem proper. Witness my hand and seal this twentieth day of July, 1882.
his
Owen -j- Kernan, [seal.] mark
“Witness: James McColgan.”

The maker was an old man, nearly eighty years old. He made the expected trip, returned safely, and died shortly afterwards. In Masterman vs. Moberly, 4 Eng. Ecclesiastical Reports, 108, it is stated to be the-“settled law that if the paper contains the disposition of the property to be made after death, though it were meant to operate as a settlement, or a deed of gift, or a bond; though such paper were not intended to be a will, nor other testamentary instrument, but an instrument in different shape ; yet if it cannot operate in the latter, it may nevertheless operate in the former character.” Courts do this to carry out the intention of the maker, who, having attempted to make disposition of his property after his death in a particular way, and by an instrument not called a will, but which will .not effect the maker’s purpose, except as a will, dies without making any other disposition of it. If the disposition necessarily takes effect after death, and the intention is clear, that will be held to be a will, which the maker supposed to be some other kind of paper. In such case it must appear certainly what the testator wanted to do, and that he thought he was effectually accomplishing it by the paper made, in order to justify the holding an instrument to be testamentary which was executed as and for something else; but if it so appears, many adjudged cases establish the law to be as stated. Habergham vs. Vincent, 2 Ves., Jr., 231, is a leading ca'se on the subject. In that case Justice Bulles, replying, in his opinion, to the argument that the maker did not intend to make a will, said, “ whether the testator [443] would have called this a deed or a will is one question; whether it shall operate as a deed or a will is a distinct question that is to he governed by the provisions in the instrument. A deed must take place on its execution or not at all. It is not necessary to convey an immediate interest in possession, but it must take place as passing that interest to he conveyed at the execution; but a will is quite the reverse ; it can only operate after death.”

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Kelleher v. Kernan, 60 Md. 440, 1883 Md. LEXIS 51 (Md. 1883).

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