Legge v. Canty

4 A.2d 465, 176 Md. 283
CourtCourt of Appeals of Maryland
DecidedFebruary 5, 1939
Docket[No. 41, January Term, 1939.]
StatusPublished
Cited by6 cases

This text of 4 A.2d 465 (Legge v. Canty) 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
Legge v. Canty, 4 A.2d 465, 176 Md. 283 (Md. 1939).

Opinion

Offutt, J.,

delivered the opinion of the Court.

Margaret A. Sluss, at the time of her death in December, 1936, owned a house and lot known as No. 115 Alie *285 gany Street, Cumberland, Maryland, which she disposed of by her will as follows: “My real property, designated as number 115 Allegany Street, Cumberland, Maryland, want retained in my estate by my executor and it is my desire that my son William C. Sluss, reside in said dwelling house as his home with his family, and that he permit and provide a room in said house for my sister Mary Canty, which shall be hers and for. her use as long as she lives and after the death of my sister Mary Canty, I direct my executor to sell said real property, number 115 Allegany Street either, at private or public sale, in his discretion, and the proceeds derived from said sale shall be divided equally, share and share alike between my sons William C. and Harry G. Sluss.”

On June 24th, 1938, George W. Legge, the executor appointed by the will, filed, in the Circuit Court for Allegany County, in Equity, the petition in this case, against Mary Canty, sister of the testatrix, and William C. Sluss and Harry G. Sluss, her sons and only heirs at law. In it, after alleging the death of the testatrix, the probate of the will, the statement of a first executor’s account, that William C. Sluss had moved into the property and had made a home there for Mary A. Canty where she was then residing, he further alleged that he had in his hands funds claimed by devisees and legatees, under other provisions of the will, that he as executor was bound to pay taxes and insurance on the property and provide for the upkeep thereof, and that, apart from the retained funds, he had no fund from which to meet those expenses and that it was necessary that the will be construed to determine whether he was authorized to sell the property “while there is a chance that a reasonable sum of money can be realized from said sale.” He accordingly prayed the court to construe the will.

The two sons admitted the facts alleged in the petition and joined in the request for a construction of the will. Mary Canty neither admitted nor denied the facts alleged in the petition, but stated that the language of the will needed no construction, and asked that it be dismissed. *286 Upon those pleadings testimony was taken, the parties heard, and at the conclusion of the hearing the court dismissed the petition. From that decree the executor took this appeal.

It is apparent that the language of that provision of Mrs. Sluss’ will is not free from ambiguity, and that its meaning is far from clear. Under such circumstances the right of the executor to have it construed by a court of equity is well settled. For as stated in Miller, Construction of Wills, sec. 5: “The construction of a will is, in general, a matter only for the courts of law or equity. The orphans’ courts have no jurisdiction save what is conferred by statute, and are forbidden under pretext of incidental power or constructive authority to exercise any jurisdiction not expressly conferred by law; and among the powers conferred by law there is none authorizing them to determine the validity or invalidity of devises or bequests under a will.” Littig v. Hance, 81 Md. 416, 434, 32 A. 343; Pomeroy, Eq. Jur., secs. 1156, 1157. It is only where the language of the will is so clear as to permit no reasonable doubt of its meaning that a court of equity will refuse to construe it. For while what is said by Pomeroy to be the weight of authority supports the doctrine that a court of equity will not assume jurisdiction for the sole purpose of construing a will, and trill never exercise jurisdiction to interpret a will which deals with and disposes of purely legal estates or interests (Pomeroy, Eq. Jur., sec. 1156), in this state it is said by Miller to be “broadly established” that a court of equity will assume jurisdiction to construe wills, and he classified it with those jurisdictions of which Pomeroy says: “It cannot be denied that there are decisions by able courts which take another and'less restricted view of the jurisdiction. According to the doctrine of these cases, the jurisdiction to construe wills is not necessarily connected with the general jurisdiction over trusts; the presence of a trust expressed or implied is not made a criterion of its existence nor of its proper exercise; it is regarded as arising wholly from the complicated character of provisions in a *287 will, from the difficulty of understanding their meaning, or the doubt and uncertainty as to the rights and interests of the parties claiming under them. In short the jurisdiction to construe a will exists and is exercised whenever its terms are really difficult or doubtful, or their validity is contested, without reference to the presence or absence of any trust.” Pomeroy, Eq. Jur., sec. 1157. And that classification is consistent with the decision and language in Littig v. Hance, supra, and the decision in Woods v. Fuller, 61 Md. 457, 461, although the conclusion and the opinion in that case are not in complete harmony. It may be assumed from that language that the testatrix intended (1) that the property should not be sold during the life of Mary Canty, (2) that during her life Mary Canty should have the privilege of occupying a room in it, (3) that William C. Sluss should have the privilege of using it as a home for himself and his family during the life of Mary Canty upon the condition that he permitted her, Mary Canty, to occupy a room in it, and (4) that at the death of Mary Canty the executor of Margaret A. Sluss should sell it and distribute the proceeds of the sale equally between William C. Sluss and Harry G. Sluss.

The testatrix had the power to defer any sale of the property until some fixed time, or until the happening of some contingency (Alexander on Wills, sec. 1481; Ervine’s Appeal, 16 Pa. 256; 24 C. J. 168, n. 60; Bagby on Exers. & Admrs., sec. 59; Snook v. Munday, 90 Md. 701, 704, 45 A. 1004; Wilcoxson v. Reese, 63 Md. 542, 544), and it seems clear enough in this case that, until the happening of the contingency named in the will, the death of Mary Canty, as a result of the testatrix’s direction to him to convert the property into money and to distribute the same, and of the grant of power to the executor “to sell, mortgage or lease or in any manner to dispose of any or all of my property and estate as herein-before mentioned, without application to the Orphans’ Court of Allegany County, Maryland, the Circuit Court for said County and State, or any other Court or Courts, *288 and without the purchaser or purchasers being required to see to the application of the purchase money,” that title to the property involved in this appeal vested in him as a trustee. Pomeroy, Eq. Jur., sec. 1011, and note la; Tobias v. Ketchum, 32 N. Y. 319, 327-331. But whether as trustee of a power or trustee of the estate, the apparent intention of the testatrix was that he should háve the custody of the property (Woerner on Am. Law of Administration, sec. 339), as long as it remained unsold.

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4 A.2d 465, 176 Md. 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/legge-v-canty-md-1939.