Schlossberg v. Schlossberg

323 A.2d 708, 22 Md. App. 527, 1974 Md. App. LEXIS 371
CourtCourt of Special Appeals of Maryland
DecidedAugust 19, 1974
Docket32, September Term, 1974
StatusPublished
Cited by3 cases

This text of 323 A.2d 708 (Schlossberg v. Schlossberg) 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
Schlossberg v. Schlossberg, 323 A.2d 708, 22 Md. App. 527, 1974 Md. App. LEXIS 371 (Md. Ct. App. 1974).

Opinion

Menchine, J.,

delivered the opinion of the Court.

On March 8, 1973 Leonard Schlossberg (Personal Representative) was granted administrative probate upon the last will and testament of Lena S. Jacobs, deceased, dated October 18, 1969, and a first codicil of the said Lena S. Jacobs, dated August 18, 1971. On May 7, 1973 Personal Representative petitioned for judicial probate, referring therein to a second codicil for the first time. The petition conceded that the second codicil had been in his possession from the date of its execution on January 25, 1973. Hearing upon the petition for judicial probate has not been had.

Testamentary disposition under the will materially was altered by the provisions of both the first and the second codicils as shown by the following summary:

*529 Will

(Primary beneficiaries having survived the testatrix, contingent beneficiaries will not be named.)

1. Tangible personal property to Gertrude Auerbach.

2. Real Property (if owned):

1/3 to Paul Schlossberg;

1/3 to Esther Lipson;

1/3 to Gertrude Auerbach.

3. $5,000 to Rose Harris.

4. Rest and residue to Leonard Schlossberg.

First Codicil

1. Bequest of tangible personal property to Gertrude Auerbach under the will was revoked.

2. Disposition of real property (if owned) under the will was revoked and disposed of as follows:

1/2 to Paul Schlossberg;

1/2 to Esther Lipson.

(First codicil disinherited Gertrude Auerbach.)

Second Codicil

Paul Schlossberg disinherited.

On August 10, 1973 Paul Schlossberg (Paul), brother of the decedent, asserting that he was an heir at law of Lena S. Jacobs, filed a petition to caveat directed against the will and both codicils. His attack questioned the execution of the documents; charged their procurement by undue influence exercised and practiced by Leonard Schlossberg; asserted that the decedent was of unsound mind and incapable of executing a valid deed or contract; alleged that they were procured by fraud exercised and practiced by Leonard Schlossberg; alleged that the documents did not represent and constitute the last will and testament of the decedent; *530 alleged that the meaning, intent and consequences of the documents were not understood by her; alleged that she did not have a full understanding or memory of those who were the natural objects of her bounty; alleged that she did not have a full understanding or comprehension of the extent and nature of her estate; and alleged that because of advanced age and infirmities of body and mind that the decedent was unable to comprehend the nature and extent of her estate, and to know and appreciate the consequences of her acts. In added attack upon the second codicil, his petition alleged that at the time of its execution decedent was terminally ill from kidney failure, was not in control of her faculties and was incapable of executing a valid codicil.

On September 24, 1973 and September 28, 1973 respectively, Albert Schlossberg (Albert) and Gertrude Auerbach (Gertrude) filed separate petitions to caveat the will and both codicils. Those petitions, each alleging that the individuals were heirs at law, asserted substantially the same grounds previously recited in Paul’s petition to caveat.

The Personal Representative filed separate motions to dismiss the caveats of Albert and Gertrude to the extent that those caveats sought to contest the will and the first codicil, upon the ground that the petitions were not timely filed as to those testamentary documents. The Personal Representative has mounted no attack upon the timeliness of the caveat of Paul Schlossberg.

After a hearing upon the motion to dismiss the caveats of Albert and Gertrude as to the will and the first codicil, the Circuit Court for Montgomery County, sitting as the Orphans’ Court, passed the following order:

“This cause was heard in open Court on January 17, 1974. Albert Schlossberg and Gertrude Auerbach have filed caveats and the personal representative of the estate, Leonard Schlossberg is resisting same as being not timely filed. The Court concludes that the caveats were timely and it is thereupon, by the Circuit Court for Montgomery County, Sitting as the Orphans’ Court,
*531 “ORDERED, on this 29th day of January, 1974, that the Personal Representative’s Motion to Dismiss the Petitions and Caveats is hereby denied, and because of the inventory of assets and the appraisals filed with the Court, it is further
“ORDERED, that the nominal bond of $15,000.00 filed with the Court be increased to the sum of $203,000.00 pending a Court hearing as to the Petition for Judicial Administration.”

The Personal Representative has appealed, contesting the propriety of the denial of his motions to dismiss. He contests also the sua sponte order of the trial court increasing the penalty of his bond. Appellees, in their brief, have moved to dismiss the appeal as prematurely taken. Maryland Rules 1035 and 1036. We shall separately discuss those two questions in passing upon the motion to dismiss- this appeal.

The Caveats of Albert and Gertrude

Appellees maintain that the order sustaining their right to a trial upon the merits was not a final order and hence the present appeal is premature and must be dismissed. It is facially apparent that the order relating to the subject caveats was not final. Appellant urges, however, that the decision in Safe Deposit and Trust Co. v. Hanna, 159 Md. 452, 150 A. 870, sustains his present right to appeal.

Safe Deposit and Trust v. Hanna, supra, recognized the right of an executor to appeal from an order of the Orphans’ Court declaring “that the appellee was not precluded from caveating the will of his deceased father.” 454 [871] The Court of Appeals there rejected a motion to dismiss the appeal that had been grounded upon a contention that it was not a final order, saying at page 455 [871]:

“* * * The order here appealed from determined the proper parties to the caveat proceeding, determined the issues to be tried, and directed that they be sent to a court of law. No tribunal other than this court has jurisdiction to review such an order of the orphans court. In no appeal from the result of a *532 trial, in a court of law, of the issues transmitted, from the orphans’ court, could this question be here reviewed. It could form no part of the record in the lower court.” (Italics supplied.)

We conclude that this decision must be narrowly construed and find that it has no application to the subject litigation.

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Cite This Page — Counsel Stack

Bluebook (online)
323 A.2d 708, 22 Md. App. 527, 1974 Md. App. LEXIS 371, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schlossberg-v-schlossberg-mdctspecapp-1974.