The Berry Will Case

49 A. 401, 93 Md. 560, 1901 Md. LEXIS 57
Court of Appeals of Maryland·Decided June 14, 1901·Published·Cited by 52 cases

Opinion

McSherry, C. J.,

delivered the opinion of the Court.

This case arose out of a caveat filed against the will of the *564 late George R. Berry and was tried entirely on the issue involving his mental capacity. ' The tendency to assail last wills upon the ground of mental incapacity and by frivolous and inconclusive evidence, chiefly of a speculative character, whenever the testator has not disposed of his property in a way to suit disappointed and, often, distant and distasteful relations, has grown" to such alarming proportions in late years, that the Courts should • be resolute in adhering to the old and long-settled principles of the law respecting the admissibility of evidence, allowing ho relaxation or refined modifications of them in this class of cases ; if last wills and testaments are to be at all upheld by juries. It is no uncommon thing to see testamentary dispositions questioned, and it sometimes happens that they are successfully questioned, though there never had been a suspicion of the testator’s capacity during his lifetime, nor after his death, until the contents of his will became known and the expectations of collateral kindred were defeated by its provisions. These kindred frequently think they ought to have been the objects of his bounty, and because he thought differently they conclude he. was incapable of intelligently thinking at all. Because what he did does not comport with what they believe he should have done, they assume he was mentally unsound and forthwith attack his will; though they never doubted his ability to make a will until they discovered that he had made one which ignored or dissatisfied them. It is time that such groundless assaults should cease and it is the plain duty of the Gourts to give them no encouragement or countenance.

There are forty exceptions in this voluminous record. Of these sixteen, namely; the nineteenths and including the thirty-fourth, relate to the admissibility oí hypothetical questions propounded to medical experts on the subject of mental capacity ; twenty-one, namely, the second, third, fourth, fifth, sixth, seventh, eighth, ninth, tenth, eleventh, twelfth, thirteenth, fourteenth, fifteenth, sixteenth, seventeenth, eighteenth, thirty-fifth, thirty-sixth, thirty-seventh and thirty-eighth, relate to rulings on the admissibility of non-expert testimony on the same subject; *565 two, namely, the thirty-ninth and fortieth cover rulings on prayers for instructions to the jury; whilst the first concerns the action of the Court in allowing the third and sixth issues to be dismissed by the plaintiffs after the jury had been sworn. It will not be practicable to discuss separately at any length these distinct questions. The general principles respectively applicable to the two groups into which all the exceptions pertaining to the admissibility of evidence are divisible, will first be considered and then the relevancy or irrelevancy of each question in the light of those principles, will be briefly pointed out; though in dealing with the prayers and the first exception, a slight divergence from this method will be necessary.

George R. Berry made and executed his will on the tenth day of February, eighteen hundred and ninety-nine, and died on March nineteenth, following. ' His estate according to the appraisement, made as required by law, amounted to something over seventy-three thousand dollars. The will contains thirty-six bequests beside a residuary clause. To his own relations he gave sundry sums aggregating nine thousand, two hundred dollars. To the relations of his deceased wife he gave altogether twenty thousand, five hundred dollars. To friends of his wife and to his own friends he gave nine thousand dollars. To his servants he gave forty-three hundred dollars. To the Boys’ Home he gave fifteen hundred dollars. To the Home of the Aged, two thousand dollars, and to the Woman’s College the residue of his estate.

The contest was commenced after the will had been probated, and the caveators, who are nephews and nieces of the decedent, were made plaintiffs, whilst the Safe Deposit and Trust Company of Baltimore, named in the will as executor, was made the defendant. Six issues were framed and transmitted by the Orphans’ Court to the Superior Court of Baltimore City for trial. Of these the first has relation to mental capacity; the second, to knowledge of the contents of the will; the third, to its execution ; the fourth, to undue influence; the fifth, to fraud in its procurement, and the sixth is, as to whether the will is his last will.

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The Berry Will Case, 49 A. 401, 93 Md. 560, 1901 Md. LEXIS 57 (Md. 1901).

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