Lawson v. Ward

137 A. 479, 153 Md. 93, 1927 Md. LEXIS 23
CourtCourt of Appeals of Maryland
DecidedApril 8, 1927
StatusPublished
Cited by6 cases

This text of 137 A. 479 (Lawson v. Ward) 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
Lawson v. Ward, 137 A. 479, 153 Md. 93, 1927 Md. LEXIS 23 (Md. 1927).

Opinion

Bond, C. J.,

delivered the opinion of the Court.

The eaveatees in a contest on the validity of a will appeal from rulings on the trial of issues from the Orphans’ Court of Worcester County, at the conclusion of which the jury answered that the testator lacked mental capacity to make the will, and that execution of it was procured by undue influence exerted upon him. The exceptions were taken to rulings on admission of evidence and on prayers for instructions.

*96 The testator was a man between seventy and eighty years of age, living in Grisfield, a widower, without children or descendants, and having as his next of kin four children of a deceased sister and four of a deceased brother. All his property was devised and bequeathed in the will to his sister’s children, and they are the caveatees and appellants, while the caveator and appellee is one of the brother’s children. The testator lived alone for many years up> to the last two months of his life, when he went to live with one of the caveatees. It is agreed by the witnesses that he was a man of miserly habits. He owned eight houses in Grisfield, from seven of which he collected rent, and had from $12,000 to $13,000 in bank at the time of the execution of the will. The will was prepared by an attorney, Mr. Lankford, on October 6th, 1925, upon instructions given by the testator that he wanted his property to go to his sister Nancy’s children, and wanted other provisions as they were inserted, and was executed on the same day at the bank, where he was taken in pursuance of his own arrangement with Mr. Lankford, and in the presence of the three attesting witnesses only, that is, of the president and cashier of the bank, and Mr. Lank-ford. These witnesses were chosen by the testator. They testify to apparent soundness of mind at the time of execution.

The evidence to support the contention of mental incapacity consisted of instances of forgetfulness, unclean habits, and strange behavior during the few months before the execution of the will; and that to support the contention of undue influence consisted in association of the caveatees with the testator at or about the time of making the will, and after it, and attentions and assistance to him, in remarks by the testator as to his intention with regard to his properly, and remarks by one of the caveatees. There was no testimony of manifestations of incapacity at the time of execution or within ten days or two weeks before, unless it be in testimony of physical weakness on the day of execution; and no opinions on capacity were offered by the caveators. And on the issue of undue influence the caveator’s case stands not on direct evidence of its exercise, but on inference from the other facts already described. *97 The testimony is rather voluminous, and much of it is of slight importance, or none at all. Lor consideration of the exceptions pressed we have, however, the assistance of counsel in grouping the rulings, and they will be discussed as they have been grouped.

In a first group, of the first, seventh and fifteenth exceptions to rulings on admission of evidence, there is submitted a question which affects other exceptions as well, that of the admission of evidence of incidents in the life of the testator which are, in themselves alone, of doubtful materiality, but which might receive from other, subsequent testimony a construction which would make them material. The caveator was permitted to testify that he had gone toward the testator’s residence in August, two months before the execution of the will, and had found him “hanging on a fence”; that when asked what he was doing there, said he wanted to go home, and then the caveator took him home and into his house. Another witness was permitted to tell of a dispute with the testator in which the latter claimed more rent than was due, and declined to take a check for the correct amount. A third witness testified to a remark of one of the cavoatees, Mrs. Laird, that she was going to take the testator for a ride when, in fact, they were going to the bank, where the will was made. It is true, as the appellant urges, that these incidents might occur consistently with testamentary capacity and free will of the testator; standing alone, they do not amount to proof of either. But while the trial court must, in view of the false valuation which juries might place on such incidents, exclude them when they appear too trifling or immaterial, it is not always practicable to do this when the testimony is offered, because it may not appear then what the value of the testimony is; together with other proof it may have some materiality. Often the scrutiny which the court must give is possible only at the end of all testimony. If acts must, unfortunately, be produced piecemeal. Davis v. Calveri., 5 G. & J. 269, 304. The testimony questioned in these three exceptions seems to be of this nature; further evidence *98 would, be needed to show its materiality or immateriality, and the court could not satisfactorily rule on it finally until, upon a demurrer to the whole evidence, or perhaps, upon motion to exclude, it could be weighed at the end of all the testimony. We, therefore, find no reversible error in the rulings in this group.

A second group, of the second, fourth, fifth and sixth exceptions, brings up an objection that testimony admitted is of mere impressions of witnesses rather than of facts, but we do not find it open to this objection. The caveator testified that the testator would pass him on the street without recognition, and that on a particular occasion the testator did not know the caveator or his companion, because he did not say anything. That seems to us to be a statement of fact, in the main. Another witness, after having stated that the testator, in the August and .September before the execution of his will, became angry when joked about his dressing and place of abode, and about the enjoyment of his money by others, and had not acted so previously, was permitted to add that he first noticed a change in August, and this is objected to. This seems to us to be a statement of fact, for what importance there might be in it. Again the same witness was permitted to say the testator “acted like he did not know where he was.” This statement should have been explained, but we think it states a fact of bewilderment in a common form, and might be admitted, as it was without error.

Still another witness was permitted to say that he noticed a difference in the testator’s transacting the business of collecting rent. The difference was explained by the next answer, that the testator asked for two months’ rent when rent for only one month was due, and refused to take a check for one month. So explained there seems to us to be no valid objection on the ground that the testimony is one of impression only.

The third, tenth, eleventh, and thirteenth exceptions are to the admission of testimony of statements by the testator *99 in months and years previous to the execution of his will, that children of his sister would not get any of his property. While some of these reported declarations were remote, and do not have any decisive effect on the issues, they are clearly relevant to them. Griffith v. Diffenderffer, 50 Md. 466; Moore v. McDonald, 68 Md. 321, 338.

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Bluebook (online)
137 A. 479, 153 Md. 93, 1927 Md. LEXIS 23, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lawson-v-ward-md-1927.