Smith v. Diggs

97 A. 712, 128 Md. 394, 1916 Md. LEXIS 84
CourtCourt of Appeals of Maryland
DecidedApril 26, 1916
StatusPublished
Cited by12 cases

This text of 97 A. 712 (Smith v. Diggs) 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
Smith v. Diggs, 97 A. 712, 128 Md. 394, 1916 Md. LEXIS 84 (Md. 1916).

Opinion

Constable, J.,

delivered the opinion of the Court.

The only question involved in this appeal is as to the correctness of the lower Court in allowing the jury to pass upon the sole issue of whether or not fraud was exercised in procuring the will of James Wakefield Cortland. The appellant and the appellee were the nieces and nephew and only heirs at law of the testator. The appellees filed a caveat- to the will, and two issues were sent to a Court, of law for determination—the first issue being whether the will was. the result. of undue influence practiced upon the testator, and the second whether the will was procured by fraud. At. the conclusion of the testimony the caveators abandoned the issue of undue influence, and a verdict in favor of the caveatee was rendered on that issue; but a verdict in favor of the caveators was rendered on the issue of fraud, and the will was struck down as void.

The only contention made by the appellant is, that the evidence was legally insufficient to support the charge that the will was procured by fraud, and the jury should have been instructed to return a verdict in favor of the caveatee on that issue.

*396 Our inquiry, then, is to examine all the evidence offered ■on behalf of the caveators, and, assuming the entire truth of it, determine whether from it the jury could reach a rational conclusion that the will in question was the result of fraud. The Court is the exclusive judge of the legal sufficiency of the evidence, and it is its duty to determine this before submitting to the jury the finding of the facts. And it needs no support from citation of authorities to establish, that no matter what might be the opinion of the trial -Judge as to the truth of the conflicting testimony, it is his duty to submit to the jury the determination of the truth of the testimony, provided the evidence for the caveator is legally sufficient to support the conclusion sought.

It. is -extremely unusual that a will is. attacked upon the sole ground of fraud, and we have been unable to find any case approaching a parallel to the facts of this case, for in the very nature of things such situations must be very rare; but we have had no difficulty in reaching, to oür minds, the correct solution of this appeal.

The grounds to support the fraud, relied upon to avoid this will, all grow out of a caveat filed by these same caveators to another will, that of their grandfather, James Cortland. That case was reviewed by this Court and is reported .as Thomas v. Cortland, 121 Md. 670.

James Cortland died, at an advanced age, in September, .1910, leaving a last will and testament, under the terms of which his entire estate, amounting to $85,000.00, was devised and bequeathed to his only surviving child James "Wakefield Cortland, the testator in the present case. There were also four grandchildren surviving him, children of a ■deceased son, and the parties to the present litigation. Living with James Cortland at the time of his death, were his ■son and his grandchild Ethel Claude Cortland, now Smith, the appellant. After the death of the elder Cortland the son and the appellant continued their home together, she being-supported by him, until his death in May, 1914.

*397 Tlie three other grandchildren were dissatisfied with the provisions of their grandfather’s will, and, in October, 1910, consulted counsel with reference to having it set aside. In January, 1911, a caveat was filed by tlie grandson Clinton \Y. Cortland and a granddaughter Mrs. Thomas, and later in the same month by another granddaughter, Mrs. Diggs. The real ground upon which the will was assailed was that it was procured by the exercise of undue influence practiced by James AY. Cortland upon the testator. The litigation was both lengthy and engendered much bitterness, and resulted finally in a compromise, under which each of the caveators received the amount each would have received if their grandfather had died intestate, less a one-tenth. Before the settlement was reached, however, there had been two trials; the first resulting in sustaining the will, which on appeal was reversed, and on the second trial the will was set aside. A few days, after the first verdict J ames W. Cortland executed the will now in controversy, in which he bequeathed to the caveators to his father’s will the sum of five lumdred dollars, each, and the residue of his estate he left to the appellant. At his death his estate was valued at about fifty thousand dollars. The parties to this appeal were his. next of kin and only heirs at law.

A Ye will not give in detail the facts offered in evidence by the caveators, whereby they sought to establish that the will was the result of the fraud of the caveatee> but will confine ourselves to giving the substance of the testimony, stating it, however, in as strong a light as it is. susceptible of. As we have stated above, the charge of undue influence was abandoned, and this for the reason that there was not a word of testimony offered in furtherance of that issue. It was also admitted that the testator was in the full possession of his mental faculties- It also appears that an unusually strong bond of affection existed between the testator and the appellant. It might he well to state here that the fraud relied upon is not. of the- character ofttimes found in contests over-wills, where a prospective beneficiary uses his position and *398 opportunity to slander and calumniate to a testator others who should equally share in his bounty, for the purpose of defeating them of their share, to the advantage and benefit of himsef. Indeed it is to all intents and purposes admitted, that in the practical cutting off of the caveators from sharing in the estate, the testator was justified by their action in the litigation over the grandfather’s will, hut the contention is made, that if the testator had known of the alleged part the appellant had taken in that litigation she too would have been ignored in the distribution of his estate.

The facts are, and we are considering them as though fully established, that, after the death of the grandfather, the appellant visited, on several occasions, the home of her mother, who was living in Washington, with two of her children, Clinton and Mrs. Thomas, and was present during discussions- over the will, and told them they would not get anything without a contest; and that through her the mother and Mrs. Thomas made efforts to keep Clinton from coming in contact with her uncle, for fear that Clinton would be bought off from the contest by a small sum, and maybe usurp her in the affections of the uncle. And that she got a check for fifty dollars, for Clinton from her uncle on the pretext that he would use the money to go into business in West Virginia, when, in reality, she knew he was going to use it in paying 'his expenses in preparing the case against the uncle. And that Mrs. Diggs was induced to join the others in the contest, because it was represented to her by the other caveators, at the instance of the appellant, that the uncle was drinking very hard and there would he nothing left. And that the appellant led the appellees to believe that, if the suit was lost and her position with her uncle was not disturbed, she-would divide the estate at the uncle’s death with them. This is a brief statement of the facts relied upon, but in substance is the entire case offered.

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Bluebook (online)
97 A. 712, 128 Md. 394, 1916 Md. LEXIS 84, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-diggs-md-1916.