Moats v. Estate of Lily W. Pumphrey

363 A.2d 589, 33 Md. App. 9, 1976 Md. App. LEXIS 338
CourtCourt of Special Appeals of Maryland
DecidedSeptember 17, 1976
Docket1303, September Term, 1975
StatusPublished
Cited by4 cases

This text of 363 A.2d 589 (Moats v. Estate of Lily W. Pumphrey) 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
Moats v. Estate of Lily W. Pumphrey, 363 A.2d 589, 33 Md. App. 9, 1976 Md. App. LEXIS 338 (Md. Ct. App. 1976).

Opinion

Smith, J.,

delivered the opinion of the Court.

This case is a sequel to Moats v. Schoch & Berry, 24 Md. App. 453, 332 A. 2d 43 (1975), and was pending at the time that proceeding was before this court. In fact, Chief Judge Orth noted for the court in footnote 5 of the opinion in that case that the appellants there (two of the three appellants here) “moved to have further appellate proceedings stayed pending the outcome of Equity 3343 [(this case)] below,” which motion was denied. We shall here invoke Maryland Rule 1086 and hold that “the judgment of the lower court [should] not be set aside on the evidence [since it was not] clearly erroneous .. . .”

The seeds of this controversy were sown in 1942 when Hilda Mae Pumphrey married contrary to the wishes of her parents. A day or two later they executed a will styled at the top as “Joint and Several Will of William B. Pumphrey and Lily W. Pumphrey.” It provided in pertinent part:

“We, William B. Pumphrey and Lily W. Pumphrey, husband and wife,... do hereby make, publish and declare this to be our Joint and Several Last Will and Testament in manner and form following, that is to say: —
“After the payment of all our just debts ... we dispose of our estate, jointly and individually, as follows: —
“Item 1\ — We give and bequeath unto our daughter, Hilda Mae Pumphrey, the sum of one ($1.00) dollar.
*11 “Item 2: — After the death of both of us, we jointly and severally bequeath and devise our home property containing 18.32 acres, more or less, ... unto our daughters, Frances Geneva Pumphrey and Lillie Belle Pumphrey, equally, share and share alike.
“Item 3: — We jointly and severally and individually bequeath and devise, after the death of both of us, the survivor having had a life interest therein, all the rest and residue of our estate, jointly and severally and individually, real, personal and mixed, of whatsoever kind and wheresoever located, and whether nor [sic] owned or hereafter acquired, unto our daughters, Frances Geneva Pumphrey, and Lillie Belle Pumphrey, equally, share and share alike.
“We hereby nominate, constitute and appoint our daughters, Frances Geneva Pumphrey, and Lillie Belle Pumphrey, executors of this our Joint and Several Last Will and Testament.”

Mr. Pumphrey died in 1949. In 1957 Mrs. Pumphrey executed a new will. In it she left the residue of the estate, after bequests of $1.00 to each of her three daughters, to two granddaughters, the children of Lillie Belle Bastain. In the earlier appeal two of the daughters, Hilda Mae and Frances Geneva, sought to prevent the probate of the later will. In holding that the 1957 instrument was properly admitted to probate, Chief Judge Orth said for the court:

“We assume for the purpose of decision, but expressly do not decide, that it was a joint and mutual will, 6 contractual in nature, and that Lily W. Pumphrey accepted benefits thereunder. In other words, we are assuming arguendo, for the determination of this appeal only, that the will of 1942 was a joint, mutual, reciprocal will binding William and Lily to dispose of their property in the manner therein set out, each in consideration of the other, and that there was a contract between them *12 that the will would remain in effect. Even on these assumptions, which accept the premises in the question as presented by daughters, the answer to the question is no, the will of 1942 is not irrevocable.

In this case appellants Hilda Mae Moats (Hilda Mae), Frances Geneva Bell (Frances Geneva), and Lillie Belle Bastain (Lillie Belle) (collectively, the daughters), have sued the two granddaughters and the estate of Mrs. Pumphrey. Among other things, they have alleged:

“That prior to and concurrent with the execution of said will, [their parents] agreed and contracted, each with the other and in consideration of the promises made each to the other' and to their daughters, to dispose of all of their separate and jointly held property, whether in hand or after acquired, in such manner that the survivor would obtain only a life interest therein, including *13 property owned solely by the survivor, with remainder to specified legatees and devisees, namely, their daughters, Frances Geneva Bell, Hilda Mae Moats and Lillie Belle Bastian [sic],
“That said agreement and contract was understood and consented to by both parties, and the terms thereof were reduced to writing and contained in the document dated May 22,1942, and titled ‘Joint and Several Will of William B. Pumphrey and Lilly [sic] W. Pumphrey’ (marked as Exhibit A and attached [to the bill of complaint]), which document was intended to and did in fact serve as a binding written memorial of said agreement and contract, as well as the means by which performance of said agreement and contract would be insured as to both parties in the event of the death of the other.”

They further alleged that by this will their mother “took only a life interest in the property of [their father], [with the] remainder to Frances Geneva Bell, and Lillie Belle Bastian [sic], and she did contract to leave her property, then held or after acquired, in accordance with the terms thereof”; that “[t]he parties contracted and agreed that upon the death of the first to die the survivor should take an ordinary life estate in all property belonging to either spouse at that time or thereafter acquired, and that [their mother] thereby became bound to create such an interest at the death of [their father] in all property belonging to her then or acquired later, and to make a gift of the remainder interest to her daughters in compliance with the agreement”; “[t]hat at the death of [their father], [their mother] acquired a life estate only in his property and simultaneously had her own fee interest in all jointly held, separate, and after acquired property, diminished, pursuant to the agreement and contract between them, to a life estate”; that at the death of their father they “acquired a vested remainder interest in fee simple in all property belonging to [their father], and in all property jointly owned *14 by [their father and mother] and in all property owned by [their mother] at that time or thereafter acquired by her and not disposed of inter vivos that at the death of their mother “and the termination of her life interest in all her property, whether separate, jointly held, or acquired subsequent to the death of [their father], the Plaintiffs’ vested remainder interest became a vested fee simple interest in all property belonging to [their parents], whether separate, jointly held, or after acquired, and that, therefore, [their mother] was without power or authority to effect any valid testamentary disposition of any such property in violation of the agreement and contract described supra.”

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Cite This Page — Counsel Stack

Bluebook (online)
363 A.2d 589, 33 Md. App. 9, 1976 Md. App. LEXIS 338, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moats-v-estate-of-lily-w-pumphrey-mdctspecapp-1976.