Riggs v. Safe Deposit & Trust Co.

46 A.2d 97, 186 Md. 54, 1946 Md. LEXIS 178
CourtCourt of Appeals of Maryland
DecidedMarch 13, 1946
Docket[No. 58, October Term, 1945.]
StatusPublished
Cited by1 cases

This text of 46 A.2d 97 (Riggs v. Safe Deposit & Trust Co.) 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
Riggs v. Safe Deposit & Trust Co., 46 A.2d 97, 186 Md. 54, 1946 Md. LEXIS 178 (Md. 1946).

Opinion

Grason, J.,

delivered the opinion of the Court.

On the 19th day of December, 1944, the Orphans* Court of Baltimore City admitted to probate a paper- . writing dated the 10th day of May, 1944, purporting to be the last will and testament of Elizabeth Riggs Howard, deceased, and granted letters testamentary to The Safe Deposit & Trust Company, as executor. She left a sister and three brothers as her next of kin, who were provided for in the will. They filed in said court a petition and caveat to said paper-writing, in which they charged that said paper-writing was not the last will and testament of the decedent and that she died intestate. The petition and caveate further alleged lack of the following: A. proper execution of the alleged will and testament; B. a sound and disposing mind; C. knowledge of the contents of the alleged will and testament. The petition and caveat then charged: D. “That the said Elizabeth Riggs Howatd, at the time of the alleged execution by her of said alleged Last Will and Testament, was so weakened and enfeebled and incapacitated by extreme age, and by illness and debilitation of both mind and body, that she was prevented from understanding, and did. not understand, the contents of said alleged Last Will and Testament”; E. that said last will and testament was procured by undue influence practiced upon said Elizabeth Riggs Howard and constraining her will therein.

The answer of the executor and caveatee admits that caveators are the next of kin of the testatrix, asserts *57 that the paper-writing dated the 10th of May, 1944, is in fact the last will and testament of Elizabeth Riggs Howard, deceased, and that she did not die intestate; denies the allegations in paragraphs A., B., C., and E. of the petition and caveat; and as to paragraph D. says: “that the said Elizabeth Riggs Howard at the time of the execution of said Last Will and Testament was not too weakened and enfeebled and incapacitated by extreme age, and by illness and debilitation of both mind and body or by any other reason that she was prevented from understanding and, therefore, did not understand the contents of said Last Will and Testament. On the contrary this Respondent alleges that she was entirely competent both mentally and physically to execute such instrument.”

To this answer replication was filed. Thereafter caveators filed a petition for issues to be sent by the Orphans’ Court to a court of law for trial by jury, and prayed that five issues be submitted, the fourth issue thereof being as follows, to wit: “Was the said Elizabeth Riggs Howard, at the time of the alleged execution by her of said paper-writing dated May 10, 1944, purporting to be the Last Will and Testament of said Elizabeth Riggs Howard, so weakened and enfeebled and incapacitated by extreme age and by illness and debilitation of both mind and body, that she was prevented from understanding, and did not understand, the contents of said paper-writing purporting to be her Last Will and Testament?” To this petition caveatee replied and objected to certain issues proposed by caveators, and the Orphans’ Court thereafter, on the 9th day of June, 1944, sustained caveatee’s objection to the fourth issue and sent issues to the Court of Common Pleas of Baltimore City to be tried and determined by a jury. The issues, presented in the usual and standard form were: 1. due execution of the will; 2. mental capacity; 3. knowledge of the alleged will at the time of its execution; 4. undue influence. These issues were not objected to by the caveators *58 and this appeal is from the order of the Orphans’ Court refusing the proposed fourth issue of the caveators.

It was said in Gross v. Burneston, 91 Md. 383, at page 389, 46 A. 993, at page 994: “Issues sent from an orphans’ court to a court of law for trial ‘ought to be framed concerning the persons named and the matters set forth in the petition and answer.’ Richardson v. Smith, 80 Md. 89, 30 A. 568. ‘An issue is formed by affirming a matter on one side and denying it on the other. This collision of statement is its very substance and essence.’ Little Sisters of the Poor et al. v. Cushing, 62 Md. 420.”

It is asserted by appellants, referring to their proposed fourth issue: “The parties themselves, by their own pleadings, have positively declared and raised this question as a definite and categorical issue between them.” With this we do not agree. The answer of the executor to the petition and caveat denied that Elizabeth Riggs Howard, at the time she executed the alleged last will and testament, was too weakened and enfeebled and incapacitated by extreme age or illness and debilitation of both mind and body, or for any other reason, prevented from understanding the contents of said alleged last will and testament, but on the contrary asserts that the testatrix was entirely competent both mentally and physically to execute said instrument. A. reading of the proposed fourth issue would cause one to think that its purpose was to raise the question of the mental capacity of the testatrix at the time she executed said paper-writing. This is what was thought by the executor, for its answer asserts that the testatrix was entirely competent, both mentally and physically, to execute said instrument.

This Court, in Higgins v. Carlton, 28 Md. 115, 92 Am. Dec. 666, approved a prayer in which was said, among other things: “Neither age nor sickness, nor extreme distress, nor debility of body, will affect the capacity to make a will if sufficient intelligence remain.” Unless the case, at the time of the execution of the will, pre *59 sented facts that were extraordinary, the issue of mental capacity would comprehend the matter set up in the proposed fourth issue, and hence it would be entirely unnecessary. The petition and caveat in this case does not allege fraud, mistake, matters that would arouse suspicion, or any other matter to show, or which tended to show that the testatrix, at the time of the execution of the alleged will, did not know and understand its contents. One executing a will is presumed to be sane, and if the will is read by or to, or its contents known to the one executing the same at the time of its execution, the law presumes that the contents of the instrument were known by the party executing it.

In Robinson v. Robinson, 178 Md. 623, at page 627, 16 A. 2d 854, at page 856, the Court said: “Furthermore, nothing appears in appellant’s petition for issues to justify the conclusion that testator’s lack of understanding of the contents of the instrument is a proper subject for inquiry by a jury under the law of this State, as pronounced by this Court in Baker v. Baltimore Trust Co., 154 Md. 390, 140 A. 599.”

In Baker v. Baltimore Trust Co., supra, at pages 391 and 392 of 154 Md., at page 600 of 140 A., which is relied on by appellants, this Court said:

“A question whether a testator knew and understood the contents of the paper which he executed is, of course, one submitted for consideration upon the supposition that the will may not be invalid because of mental incapacity, or in case the jury find the testator was capable.

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Bluebook (online)
46 A.2d 97, 186 Md. 54, 1946 Md. LEXIS 178, Counsel Stack Legal Research, https://law.counselstack.com/opinion/riggs-v-safe-deposit-trust-co-md-1946.