Lyon v. Townsend

91 A. 704, 124 Md. 163, 1914 Md. LEXIS 3
CourtCourt of Appeals of Maryland
DecidedJune 25, 1914
StatusPublished
Cited by21 cases

This text of 91 A. 704 (Lyon v. Townsend) 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
Lyon v. Townsend, 91 A. 704, 124 Md. 163, 1914 Md. LEXIS 3 (Md. 1914).

Opinion

Burke, J.,

delivered the opinion of the Couxu.

On the 26th day of Eebruary, 1912, Lucy B. Townsend executed a paper writing purporting to1 be her last will and testament, which was admitted to probate by the Orphans’ Court of Baltimore City. This paper, which we shall denominate in this opinion, her will, contained fourteen items. It appointed Samuel Clinton Townsend and William Stone *173 Townsend executors, and letters testamentary were issued to them.

The first eleven items of the will contained pecuniary bequests to certain named persons. By the twelfth item she bequeathed to her sister, Anna Grace Lyon, all her jewelry, clothing, furniture, pictures, hooks and silverware, if she should be living at the time of the testatrix’s death; if, however, she should be dead at that time, the same should constitute a part of tbe rest and residue of tbe estate. By this item she also bequeathed to her said sister the rents, issues and profits on the sum of fifty thousand dollars, which she directed to he set aside for the use of her sister for life, and after her death to he and become a part of the residue of the estate. By the thirteenth item the rents and profits of a like sum were directed to be paid to her brother, John Lyttleton Lyon, for life, and at his death said sums should fall into and become a part of the residuary estate. The fourteenth item, which deals with the residuary estate, is here transcribed:

“Item XIV. All the rest and residue of my estate, real, personal and mixed, inclnding the respective amounts set aside for the use of my brother and sister, for life, and after their respective deaths unto such persons living at that time who would, under the laws of Maryland, inherit real estate of me had I died intestate.”

A-caveat to the will was filed by John L. Lyon and Anna Grace Lyon, the only surviving brother and sister of the testatrix, and thereupon the Orphans’ Court of Baltimore City transmitted certain issues to the Baltimore City Court for trial. The case was tried three times. Twice the jury were unable to agree. Upon the third trial a jury in the Superior Court of Baltimore City, to’ which the case had been removed, rendered a verdict sustaining tbe will. Tbe appeal before us is taken by tbe caveators from the ruling of the Court made during the progress of the trial.

*174 The first and third issues ware withdrawn by consent, and the ease was tried upon the following issues:

2. Was the paper writing, dated the 26th day of February, in the year nineteen hundred and twelve, and purporting to be the last will and testament of said Lucy B. Townsend, executed by her when she was of sound and disposing mind, and capable of executing a valid deed or contract?

4. Ware the contents of the paper writing, dated the 26th day of February, in the year nineteen hundred and twelve, purporting to be the last will and testament of Lucy B. Townsend, read to or by her, or known or understood by her at or before the time of the alleged execution thereof ?

5. What parts, if any, of the said paper writing were unknown to, or misunderstood by, the said Lucy B. Townsend, at the time of the alleged execution thereof?

The modal execution of the will was admitted by the caveators at the trial, and the caveatees were relieved of the necessity of proving the same. At the conclusion of the whole case the defendants submitted two prayers by which the Court was asked to direct a verdict for the defendants: First, because there was no legally sufficient evidence in the case to show that at the time of the execution of the will the testatrix was of unsound mind and incapable of executing a valid deed or an ordinary contract; and, secondly, because the evidence was legally insufficient to sustain a verdict on the fourth and fifth issues. These prayers were rejected. The evidence offered by the plaintiff, if believed by the jury (and it was the sole tribunal to pass upon the weight of the evidence and the credibility of the witnesses), was legally sufficient to have carried the case to the jury upon each issue submitted.

The mental capacity required by the law for the making of a will, and the character and scope of the evidence which may be resorted to upon the issue of testamentary capacity have been the subject of many adjudications of this Court and elsewhere. The law is so definitely settled upon these subjects that a brief quotation from two cases will be suffi *175 cient in the consideration of the questions raised under the second issue.

In Davis v. Calvert et al., 5 G. & J. 269, it was said: “The written law of this State furnishes the rule, by which the capacity of a testator is to be measured; and the inquiry must always be, whether at the time of executing or acknowledging the will or testament, he was capable of executing a valid deed or contract; that is here, the standard by which the mental capacity of a testator is to be ascertained, and no inferior grade of intellect will suffice. That state of mental capacity is to be determined by the condition of the testator’s mind, at the time of his executing or acknowledging the will or testament. For, notwithstanding his incapacity at a prior or subsequent time should be proved, it does not necessarily follow that he was incompetent when the will or testament was made, as his incapacity before or after that time might have been the effect of a temporary cause. But for the purpose of shedding light upon the state of his mind, at the time the will or testament was made, evidence of his condition, and of his bodily imbecility, both before and after that period may be produced. And the jury may, upon the whole evidence, infer incompetency at the time of executing or acknowledging the will or testament, according to the character and cause of the entire incapacity proved; which may be established by proof of the conversations or actions, or declarations of the testator inconsistent with sanity, or of all of them taken together. The general maxim is, semel furibundus semper furibundus praesumitur. It is not of itself sufficient to avoid a will or a testament, that its dispositions are imprudent, and not to bo accounted for. But a will or testament may, by its provisions, furnish intrinsic evidence, involving it in suspicion, and tending to show the incapacity of the testator to make a disposition of his estate, with judgment and understanding, in reference to the amount and situation of his property, and the relative claims of the different persons who should have been the object of his *176 bounty—such as a disposition of his whole estate, to the exclusion of near and dear relations., having the strongest natural claim upon his affections; a wife and children for instance, or other near relations, without any apparent or known cause, which alone would be a suspicious circumstance, although not furnishing per se sufficient grounds for setting aside the instrument.”

Judge Schmucker, in Davis v. Denny, 94 Md. 390, said: “This Court has frequently been called upon to define the testamentary capacity which a testator is required to possess in order to make a will.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

FRIEDEL, ETC. v. Blechman
242 A.2d 103 (Court of Appeals of Maryland, 1968)
Arbogast, Exec. v. MacMillan
158 A.2d 97 (Court of Appeals of Maryland, 1960)
Riggs v. Safe Deposit & Trust Co.
46 A.2d 97 (Court of Appeals of Maryland, 1946)
Cook v. Hollyday
45 A.2d 761 (Court of Appeals of Maryland, 1946)
Goertz v. McNally
44 A.2d 446 (Court of Appeals of Maryland, 1945)
Thompson v. Smith
103 F.2d 936 (D.C. Circuit, 1939)
Blinder v. Monaghan
188 A. 31 (Court of Appeals of Maryland, 1936)
Mead v. Gilbert
185 A. 668 (Court of Appeals of Maryland, 1936)
Robert v. Wells
184 A. 923 (Court of Appeals of Maryland, 1936)
Washington Railway & Electric Co. v. Anderson
177 A. 282 (Court of Appeals of Maryland, 1935)
Estate of Brown
15 P.2d 604 (Idaho Supreme Court, 1932)
Davidove v. Duvall
153 A. 417 (Court of Appeals of Maryland, 1931)
Kroh v. Rosenberg
148 A. 244 (Court of Appeals of Maryland, 1930)
Cronin v. Kimble
144 A. 698 (Court of Appeals of Maryland, 1929)
Donnelly v. Donnelly
143 A. 648 (Court of Appeals of Maryland, 1928)
Baker v. Baltimore Trust Co.
140 A. 599 (Court of Appeals of Maryland, 1928)
Lewis v. American Security & Trust Co.
289 F. 916 (D.C. Circuit, 1923)
Kamps v. Alexander
104 A. 427 (Court of Appeals of Maryland, 1918)
Hall v. Yellott
100 A. 290 (Court of Appeals of Maryland, 1917)
Smith v. Shuppner
93 A. 514 (Court of Appeals of Maryland, 1915)

Cite This Page — Counsel Stack

Bluebook (online)
91 A. 704, 124 Md. 163, 1914 Md. LEXIS 3, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lyon-v-townsend-md-1914.