Pleasants v. McKenney

71 A. 955, 109 Md. 277, 1909 Md. LEXIS 4
CourtCourt of Appeals of Maryland
DecidedJanuary 13, 1909
StatusPublished
Cited by13 cases

This text of 71 A. 955 (Pleasants v. McKenney) 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
Pleasants v. McKenney, 71 A. 955, 109 Md. 277, 1909 Md. LEXIS 4 (Md. 1909).

Opinion

Worthington, J.,

delivered the opinion of the Court.

Mrs. Ellen McKenney of Baltimore City died on March 9, 1907, leaving a paper writing, dated June 25, 1897, purporting to be her last will and lestament, in which paper writing Richard H. Pleasants, the appellee, was named as executor.

On March 15, 1907, Mr. Pleasants exhibited and filed this alleged will in the Orphans’ Court of Baltimore City for the purpose of probate.

Three days later, that is on March 18, 1907, before the alleged will had been admitted to probate, a formal caveat was entered thereto by Mrs. McKenney’s two sons, William O. McKenney and George J. McKenney.

The caveat alleged among other things that the paper writing da^ed June 5, 1897, purporting to be the last will and testament of Ellen McKenney, was not the last will and testament of Ellen McKenney, but that said Ellen MeKenney *288 died intestate. There were also allegations of fraud, undue influence, want of mental capacity and want of proper execution of the alleged will. The aq>pellant and Mrs. Emma Hedian, the only surviving daughter of Mrs. Ellen McKenney, were made caveatees and by citation from the Oourt, required to answer the premises.

It may be well here to state that by the provisions of the alleged will, a share of Mrs. McKenney’s property was given to her only daughter, Mrs. Emma Hedian; a legacy of $100 to a Mrs. Mary S. Foley, and of the residue, one-half was given to her son William O. McKenney, above named, absolutely, and the other half to Edwin I. Hedian, in trust for the benefit of her other son, George J. McKenney, for life, and after his death to be divided amongst his children.

On April 10, 1907, the appellant, Kichard II. Pleasants, as attorney for the executor, filed his answer to the caveat denying that Ellen McKenney died intestate, but averring that she duly and properly executed the paper writing purporting to be her will, dated June 25, 1897, when of sound and vigorous mind and body and fully capable of executing a valid deed or contract.

On May 18, 1907, the attorneys for the caveators filed the following order: “Mr. Register—Enter the petition and caveat of William O. McKenney, and George J. McKenney, as against Richard II. Pleasants, dismissed.”

On May 27, 1907, the joint and several answer of Emma. Hedian, Mary L. Foley and Edward I. Hedian, trustee, was filed, neither admitting nor denying the allegations of the caveat, but submitting their rights to the protection of the Court, and consenting to the passage of such order in the premises as should be proper.

On October 15, 1907, issues were framed in the Orphans’ Court of Baltimore City, and sent to the Superior Oourt of that City for trial before a jury. By order of the Orphans’ Court, William O. McKenney and George J. McKenney were made plaintiffs at the trial of the issues, and Emma Hedian, Mary S. Foley, and Edwin I. Hedian, trustee, de *289 fendants at such trial. The issues were six in number and of the following purport:

1. Was the paper writing dated the 5th day of June, 1897, purporting to be the last will and testament of Ellen McKenney, signed by her, or some other person in her presence, and by her express direction and attested and subscribed in the presence of two or more credible witnesses ?

2. Was the same read to her or by her, or known to her at or before the time of the alleged execution thereof ?

3. Was the execution thereof procured by fraud?

4. Was the execution thereof procured by undue influence ?

5. Was she then of sound and disposing mind?

6. Was said papér writing, dated June 5th, 1897, and purporting to be the last will and testament of Ellen McKenney revoked by her subsequent to the execution thereof ?

The issues were submitted to the jury in the Superior Court on March 20, 1908, and a verdict rendered in favor of the mental capacity of Mrs. McKenney, and of the due execution of the paper writing of June 5, 1897, also finding no fraud, or undue influence or want of mental capacity, but that said paper writing purporting to he the last will and testament of Ellen McKenney, had been revoked by her, subsequent to the execution thereof.

The appellant, as will be seen, was not a party to these proceedings, but on March 23, 1908, three days after the rendition of the verdict, he filed a motion in the Superior Court requesting it “not to certify the findings of the jury to the Orphans’ Court.” Notwithstanding these objections the findings of the jury were finally transmitted to the Orphans’ Court on April 4, 1908.

On the same day, that is on April 4, 1908, the appellant filed a petition in the Orphans’ Court praying that Court “not to receive or act upon the findings of the jury,” for the following reasons, in brief:

1. Because the findings were had in reference to a paper writing dated June 5, 1897, while the paper filed purporting *290 to be tbe last will and testament of Ellen McKenney was dated June 25, 1897.

2. Because the issues sent to the Superior Court were not raised by the pleadings.

• 3. Because the omission of the name of Richard H. Pleas-ants, executor, as a party to the proceedings, at the trial of the issues in the Superior Court, was a fatal omission. ■

4. Because there was no real contest in the Superior Court as the answer of the defendants as caveatees, neither admitting nor denying the allegations of the caveat raised no issues whatever.

5. Because the appellant had been eliminated by a dismissal of the caveat as to himself, and all the proceedings thereafter were had without notice to him, and that the entire proceedings were the result of collusion.

' On April 20, 1908, the caveators filed their answer, denying the right of the appellant to be considered a party in the cause) or as being entitled to object to any proceedings had or to he had therein, alleging that the error in the date of the paper passed upon by the jury was merely a clerical error •and as the paper of date June 25th, was offered in evidence, the findings of the jury were upon that paper; that the issues were properly framed upon the pleadings in the Orphans’ Court; and that the parties to the caveat were the proper parties; and denying that there was no real contest.

On April 23, 1908, Emma Hedían, Mary L. Eoley, and Edwin Hedían, trustee, -filed their answer to the petition of the appellant, denying that he had any standing whatever to be heard in the Orphans’ Court in the premises; averring that all the necessary and proper parties were parties to the proceedings in the Superior Court; admitting that they had been advised that upon the indisputable facts of the case the paper writing of date June 25, 1897, had been revoked, and denying all and singular the other allegations of the appellant’s petition.

The petition and answers were all sworn to, but, so far as the record discloses, no testimony in support of the allega

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Bluebook (online)
71 A. 955, 109 Md. 277, 1909 Md. LEXIS 4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pleasants-v-mckenney-md-1909.