Lowenthal v. Rome

471 A.2d 1102, 57 Md. App. 728, 1984 Md. App. LEXIS 288
CourtCourt of Special Appeals of Maryland
DecidedMarch 5, 1984
Docket490, September Term, 1983
StatusPublished
Cited by5 cases

This text of 471 A.2d 1102 (Lowenthal v. Rome) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lowenthal v. Rome, 471 A.2d 1102, 57 Md. App. 728, 1984 Md. App. LEXIS 288 (Md. Ct. App. 1984).

Opinion

LISS, Judge.

The fundamental issues in this case are whether certain documents should have been admitted to probate by the Superior Court for Baltimore City (now the Circuit Court for Baltimore City) and how the documents should have been construed. As we consider these issues, we shall also review a number of subsidiary issues, as well as a motion to dismiss *732 one of the two appeals involved. Before explaining why we affirm the judgment below, we shall sketch the relevant facts and the major contentions of the parties.

Facts

Jean Arthur Lowenthal died in London, England on June 19, 1977. He was independently wealthy, having owned at the time of his death over $600,000 face amount in Rite-Aid Corporation debentures, as well as cash, securities, other investments, and an estate in Spain called the “Finca”. Most of the assets (other than the Spanish real estate) were held by the Mercantile Safe-Deposit and Trust Company in Baltimore.

Although Jean Lowenthal was an American citizen domiciled in Maryland, for most of his adult life he resided abroad, spending much of his time in Spain. He had been married three times. His first marriage, to an American citizen in Baltimore, ended in divorce. His second marriage was to the nominal appellant Pilar Lowenthal. Jean Lowenthal had two children by Pilar, appellants Jean Arthur Lowenthal, Jr., and Maria Loretta Lowenthal, both of whom are American citizens residing in Spain. Jean’s marriage to Pilar was annulled by Spain’s highest court. The third marriage was to a Swedish countess, who predeceased Jean. Her child, Rolf Lindner, is Jean’s stepson and another appellant.

At the time of Jean’s death, his other immediate relatives were his brother, Albert Lowenthal, with whom he had remained in regular contact, and a sister whom he had not seen for many years.

On October 20, 1975, after the death of his third wife, Jean Lowenthal, then in Spain, purportedly executed a will in Spanish. According to the terms of this document, Lowenthal’s assets in Spain were left to appellant Lindner. The remainder of the assets was left to Albert Lowenthal.

The next month, Jean Lowenthal traveled to the United States. There, on December 4, 1975, he executed an Ameri *733 can will which also left the Spanish estate to Lindner, and all other property to Albert.

Three months later, back in Spain, Lowenthal on March 3, 1976, executed another Spanish document which left the Spanish estate to Albert Lowenthal, but which made no reference to assets in the United States.

On July 20, 1977, a petition for administrative probate of the will of Jean Arthur Lowenthal (the American will) was filed with the Register of Wills for Baltimore City by Albert Lowenthal, now deceased, and Morton E. Rome, decedent’s personal representative and appellee herein.

Attached to the petition for administrative probate were the American will of December 4, 1975, the Spanish will of March 3, 1976, and a translation of that Spanish will. The petition for administrative probate offered only the American will for probate as the last will of the decedent. The petition for administrative probate then alleged:

. . . your Petitioners have been advised that the Decedent may have executed a later document, purporting to be a “Will” in Malaga, Spain, . . . This purported “Will”, in any event, if it exists, can be construed only as a Codicil to the attached Will, because the sole change is that the Decedent revoked a legacy to a son of a former deceased wife. ...

The petition for administrative probate requested appointment of the petitioners as personal representatives and assured the Register of Wills:

... in such case, they will make every effort to ascertain all the circumstances with reference to the existence of the mentioned purported “Will” executed in Malaga, Spain, and will be bound by it.

On the same day, the Register of Wills admitted the American will to administrative probate and the petitioners were appointed personal representatives. The Register of Wills did not docket the Spanish will of March 3, 1976.

Sometime between September 1, 1977, and September 8, 1977, the Register of Wills admitted the Spanish will of *734 March 3, 1976, to administrative probate and recorded it. At that time the American will, previously recorded, was marked “RECORDED IN ERROR — LETTERS OF ADMINISTRATION NOT GRANTED” with a cross-reference to the latest recording.

During a later conference with the Orphans’ Court and the personal representatives, counsel for the Lowenthal children advised that there was material mistake and irregularity in the original administrative probate proceeding and contended that it was too late to probate the American will. The personal representative, in response, requested that the Orphans’ Court correct “any clerical errors in the administrative probate,” in which request Lindner joined. Sometime after October, 1979, the records of the Register of Wills were changed and mutilated to indicate that it was the prior American will that had been admitted to administrative probate.

On January 20, 1978, appellant Pilar Lowenthal, on her own behalf and on behalf of her two children, filed a petition for judicial probate, caveat and other relief, in which she sought to have judicially probated the Spanish will dated March 3, 1976.

The petition for judicial probate alleged, among other contentions, that the original petition for administrative probate was materially incomplete and incorrect, and that there was material mistake and substantial irregularity in that proceeding. Neither the surviving personal representative nor Lindner moved to set aside the prior administrative probate or to substitute judicial probate of the American will.

In their answer to the petition for judicial probate and other relief with respect to the Spanish will, the personal representative and Lindner argued that the administrative probate of the American will should remain in full force and effect.

The Orphans’ Court dismissed Pilar Lowenthal’s petition for judicial probate, caveat and other relief on October 20, *735 1978. She entered an appeal to the Superior Court of Baltimore City on November 14, 1978, and on September 25, 1979, the appeal was dismissed on the basis of the failure of appellant Pilar Lowenthal to transmit a transcript of the Orphans’ Court proceedings. The appellant filed an appeal to this Court and we reversed and remanded the case to the Superior Court for a trial de novo of the petition for judicial probate. Lowenthal v. Rome, 45 Md.App. 495, 413 A.2d 1360 (1980).

The hearing de novo was held and by order dated October 22, 1982, the trial judge admitted to judicial probate both the American will of December 4, 1975, and the Spanish will of March 3, 1976.

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Bluebook (online)
471 A.2d 1102, 57 Md. App. 728, 1984 Md. App. LEXIS 288, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowenthal-v-rome-mdctspecapp-1984.