LeRoy v. Kirk

277 A.2d 611, 262 Md. 276, 1971 Md. LEXIS 926
CourtCourt of Appeals of Maryland
DecidedJune 1, 1971
Docket[No. 434, September Term, 1970.]
StatusPublished
Cited by26 cases

This text of 277 A.2d 611 (LeRoy v. Kirk) 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
LeRoy v. Kirk, 277 A.2d 611, 262 Md. 276, 1971 Md. LEXIS 926 (Md. 1971).

Opinion

Hammond, C. J.,

delivered the opinion of the Court.

Judges often have written that no will has a twin brother. Here, on December 31, 1964, Gunnar Leifson and his wife, Millicent, executed wills drawn by the same scrivener which were primarily reciprocal and secondarily mutual. Except for the interchange of positions to effect reciprocity and for the changes of gender, the wills are identical. Her will directed that all death taxes be paid by the executor and charged as part of the expenses of administration. “[A] 11 of the rest, residue and remainder of [her] estate, of whatsoever kind and wheresoever situate” was devised and bequeathed to her husband if he survived her. If he did not survive her, as turned out to be the case (he died in February 1968 and she the following Christmas morning), Mrs. Leifson made the following bequests:

1. (Item IV of the Will) $5,000 to Eva Cederstrom of Copenhagen, if she is living at the testatrix’s death;

2. (Item V) “the sum of Ten Thousand Dollars ($10,-000) and all of my personal property, including my automobile, boat and the contents of my house and outbuildings, unto MRS. BETTY JENSEN LEROY [the appellant] * * * if she survives me”;

3. (Item VI) $5,000 to WARDS (Welfare of Animals Used in Research in Drugs and Surgery) ;

4. (Item VII) “* * * I direct my Executor to liquidate that portion of my estate remaining after payment of the bequests set forth in ITEMS IV, V, and VI above, and to distribute the resulting sum in equal shares to the ANNE ARUNDEL GENERAL HOSPITAL, Annapolis, Maryland, and the ANNE ARUNDEL COUNTY CHAPTER OF THE SOCIETY FOR THE PREVENTION OF *279 CRUELTY TO ANIMALS [and] [i]n the event that either or both of the legatees in ITEMS IV and V above should predecease me, their bequests shall be made a part of the bequests set forth herein * *

Mr. and Mrs. Leifson lived at Cumberstone in Anne Arundel County. Their home was owned as tenants by the entirety and their stocks were in joint names. Her gross estate consisted of the proceeds of sale of the home property which she had contracted to sell less than a month before she died, $65,000; stocks in various corporations, $150,000; cash in banks, $44,000; and tangible personal property appraised at some $3,500.

The present controversy is as to the true meaning of the bequest to Betty Jensen LeRoy. Mrs. LeRoy contends that the bequest given by Item V of the will of “all my personal property” includes not only tangible but also intangible personal property and the beneficiaries under Item VII, the Anne Arundel General Hospital and the Animal Society, contend that Mrs. LeRoy was given $10,-000 and the tangible personal property. If Mrs. LeRoy is right, she would get the entire net estate, since at the time of Mrs. Leifson’s death she owned no real property, and the charities would get nothing. (At the argument Mrs. LeRoy’s lawyer said she renounced any claim to the $65,000 proceeds of sale of the home property, by what logic or process of reasoning we were not advised and are unable to perceive.)

Judge Childs ruled that Mrs. LeRoy took but $10,000 and the tangible personal property, and we think he was right in so doing.

In Marty v. First National Bank of Baltimore, 209 Md. 210, 216-217, we set out the aims and purposes of one who must construe a will and we will not reiterate them at length. To divine the intention of a testator is the primary and paramount goal in the construction of his will. The search is not for his presumed but for his expressed intention. What must be sought is the true meaning of his words, not what he meant as distinguished from what his words express, “but simply what is the *280 true meaning of his words; not merely what he meant, but what his words mean.” Miller, Construction of Wills, § 10. What the words express is to be interpreted according to their plain meaning and import. This expressed intention must be gathered from the language of the entire will, particularly from the clause in dispute, read in the light of the surrounding circumstances when the will was made.

The armchair background is not significant or particularly helpful here. The Leifsons had no children. Gunnar Leifson had two brothers who survived him. Millicent Leifson left surviving her no known relatives. Eva Cederstrom of Copenhagen was a friend of the Leifsons, particularly of Millicent, who had been introduced to them by Commander and Mrs. LeRoy. The LeRoys were friends of the Leifsons and each pair visited the other from time to time and occasionally took trips together. Millicent Leifson was a dog lover and! WARDS had treated one of her dogs for, apparently, a rare disease. Millicent Leifson had been a patient at the Anne Arundel General Hospital for a long stay. Towards the close of her life she had a problem of equilibrium and had to be assisted in walking. She did not drive a car. Some two weeks before she died, the stock certificates worth $150,-000 had been mailed to her at her home by registered mail by her lawyer after he had caused them to be transferred from the joint names of Gunnar and herself to her name. One Edith Gross, who started to work for Mrs. Leifson in March 1968, took the registered mail envelope containing the stock certificates from the postman to Mrs. Leifson in March 1968, took the registered mail envelope of her job. After the stocks came, Mrs. Leifson planned to be driven to the bank where she had a safe deposit box by Mrs. Gross but she never went because she became too sick and the certificates were in the house when she died.

Mrs. LeRoy’s approach is simple and direct. She says that the language of Item V of the will is clear and un *281 ambiguous, is consistent with the will as a whole and admits of but one construction — that Betty LeRoy was meant to be beneficiary of the intangible personal property—the stock and cash — owned by Millicent at her death.

We find the approach to be too simplistic. It is true that a bequest of “personal property” without more includes every form of personal property, tangible and intangible, from whatever source derived, that is everything except real estate. It is equally true, however, that the broad scope of the words “personal property” standing alone is limited by the rule that “if there be anything in any part of the will which restricts or qualifies the general term, the latter must be so restricted and qualified, if it can be done without violating some other principle of law or the manifest intention of the testator.” Frick v. Frick, 82 Md. 218, 224. To the same effect is Miller, Construction of Wills, § 102. In 4 Bowe-Parker: Page on Wills, § 33.24, p. 334, the text reads:

“Other provisions of the will may limit the meaning of ‘personal property.’ The context may show that the term is limited to tangible personal property, and that it is used as an equivalent to one meaning of ‘goods and chattels.’
“It is said that the popular meaning of ‘personal property’ is tangible personal property, which is equivalent to one meaning of goods and chattels.” (footnotes omitted)

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Bluebook (online)
277 A.2d 611, 262 Md. 276, 1971 Md. LEXIS 926, Counsel Stack Legal Research, https://law.counselstack.com/opinion/leroy-v-kirk-md-1971.