St. John's German Evangelical Lutheran Church v. Dippoldsmann

84 A. 373, 118 Md. 242, 1912 Md. LEXIS 17
CourtCourt of Appeals of Maryland
DecidedMay 10, 1912
StatusPublished
Cited by2 cases

This text of 84 A. 373 (St. John's German Evangelical Lutheran Church v. Dippoldsmann) 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
St. John's German Evangelical Lutheran Church v. Dippoldsmann, 84 A. 373, 118 Md. 242, 1912 Md. LEXIS 17 (Md. 1912).

Opinion

Pearce, J.,

delivered the opinion of the Court.

Frederick W. Hopp, of Baltimore City, died October 17th, 1910, leaving a will executed on that clay and duly admitted to probate, by which he bequeathed to seventeen named indivuals and corporations, legacies aggregating $5,575, but there was no devise or bequest of any residue there might be after payment of the expenses of administration, debts due and the legacies given. The will gave these legacies in the briefest terms, and appointed two executors, there being nothing in the context to aid in solving the questions raised by the two appeals embraced in the record.

It appears from the evidence that, the only estate which the testator possessed at the time of his death., consisted of cash to the amount of $2,064.02, and eight ground rents yielding $304 per annum, representing a capital of $5,060.

The executors passed an account February 27th' 1911, showing the payment of expenses of administration and all debts, amounting to $625.10, and distributing the balance in their hands. $1,488.90, pro rata among the several legatees.

The executors, on January 9th, 1911, filed a bill in equity against all said legatees alleging that the personal estate of their testator consisted of cash $2,047.43; that the debts due from his estate amounted to $406.49, and that there were pecuniary legacies given by the will of $5,575; that none of *244 the testator’s real estate was specifically devised, and thal any deficiency of the personal estate ought to be supplied by a sale of so much of the real estate as was necessary for that purpose. On August 30th, 1911, they filed an amended bill, alleging that certain of the legatees named were known heirs of the testator, resident in Prussia, and that they were advised -there might be other unknown heirs, and praying for an order of publication against the known and unknown heirs. Under this bill, a decree was passed- Uovember 8th, 1911, appointing said executors trustees to sell so much of said real estate as necessary for the payment of said pecuniary legacies, and said trustees accordingly sold said eight ground rents for the aggregate amount of $4,915 — four being-sold to Cloyd Lewis — two to Rebecca Metzger — and- t-wo to Patrick Kearney and Rebecca Kearney, his wife.

Each of these purchasers excepted to the ratification of the sales made to them respectively, those of Kearney and wife and Lewis being on the short ground that the Court was without jurisdiction to decree a sale under the bill in that case, and those of Metzger though stated in detail, being upon the same ground. The Circuit Court of Baltimore City sustained these exceptions and set aside the sales, and from that order both the executors and certain of the legatees have appealed.

Three principal questions are raised by these appeals.

First. Does this will operate to convert the realty into personalty ?

Second. If not, is the real estate in this case chargeable with the payment of -these legacies ?

Third. If so, are the executors the proper persons to enforce such charge under a bill' of equity ?

As to the first question:

The executors rely upon the case of Stake v. Mobley, 102 Md. 408, where the will under consideration was executed prior to the Act of 1894, Ch. 438, to establish their theory of an equitable conversion of the realty into personalty; but we do not think that case goes to the extent claimed. What *245 was actually decided there was, that if a poiver of sale be given as was given there, and the provisions of the will cannot be carried out unless there be a sale, then the power to sell is equivalent to an express direction to sell and the conversion takes place. In that case there was an express power to the executors to sell, but no direction to sell. But the Court found from the contents of the will that this power was given to the executors to enable them, in their capacity as executors, to divide his estate as directed in the will and that the only way therefore to carry out his intention was to sell Hie whole estate, pay costs, debts and legacy, and then divide the balance between the children. We do not think this case comes within that class of cases where a power of sale can be implied from the nature and extent of duties imposed upon the executor, as stated in Lewin on Trusts, 8th ed., Vol. 1, 212 and 213, and as illustrated in Going v. Emery, 16 Pick. 112, and Lindley v. O’Reilly, 50 N. J. L. 636.

As to the second question, we do not think there can be any serious doubt, since the Act of 1894, Oh. 438, the language of which is as follows:

’“In all wills hereafter executed the real estate of every testator not specifically devised shall be chargeable with the payment of pecuniary legacies whenever the personal estate, after the payment, of debts shall prove to be insufficient., unless the contrary intention shall clearly appear.”

In the will now before us, not only does no such contrary intention appear, but the sole testamentary purpose manifested is to provide the legacies given.

The exceptants contend however that this Act applies only to real estate devised by the will, but not specifically devised. They say “Beal estate not specifically devised,” obviously means “real estate devised, but not specifically,” or in other words “real estate generally devised, as by a residuary clause.” On the contrary what seems to us to be the obvious meaning of the language used, is that “all the real estate of *246 every testator, except that which is specifically devised, shall he chargeable,” etc. In other -words that when a testator specifically devises all his real estate, none of it shall be chargeable with legacies; and that when he devises a part specifically, and another part generally, as by a residuary clause, or does not devise it at all, the part specifically devised is not subject to payment of legacies, while those devised generally as part of the residue, or not devised at all, are chargeable therewith.

If there are legacies, there must be a will and a testator, and real estate not devised by a testator who has given legacies, is none the less the real estate of that testator. To hold as contended by the exceptants, that this act does not apply to cases of-partial intestacy, would be to force an unnatural construction upon its language, in order to defeat the beneficient general purpose of saving, except as against specific devisees, legacies which would otherwise be lost.

Since the passage of the Act of 1894, Ch. 438, the implying a power to sell founded upon the supposed necessity for a sale by executors in order to effectuate the legacies, cannot be urged with the same force as before the passage of that Act. Recurring for a moment to the first question we have considered, the language of the Court of Appeal of New York, in Will of Fox, 52 N. Y. 530, is applicable here.

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Bluebook (online)
84 A. 373, 118 Md. 242, 1912 Md. LEXIS 17, Counsel Stack Legal Research, https://law.counselstack.com/opinion/st-johns-german-evangelical-lutheran-church-v-dippoldsmann-md-1912.