Truitt v. Slack

768 A.2d 715, 137 Md. App. 360, 2001 Md. App. LEXIS 42
CourtCourt of Special Appeals of Maryland
DecidedMarch 8, 2001
Docket727, Sept. Term, 2000
StatusPublished
Cited by5 cases

This text of 768 A.2d 715 (Truitt v. Slack) 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
Truitt v. Slack, 768 A.2d 715, 137 Md. App. 360, 2001 Md. App. LEXIS 42 (Md. Ct. App. 2001).

Opinion

*362 SONNER, Judge.

Section 4-102 of the Estates and Trusts Article provides that to be valid, a will must be in writing, signed by the testator, and attested and signed by at least two witnesses. Md.Code (1991 Repl.Vol.) Est. & Trusts § 4-102. In this appeal, we are asked whether Dale Slack executed a valid will, with proper attestation, when he asked his neighbor and her daughter to sign a handwritten will only a few hours before he committed suicide. The Orphan’s Court and Circuit Court for Cecil County found the will invalid. We disagree and, accordingly, reverse.

Factual Background

Dorothy Morgan, Dale Slack’s neighbor, testified that on July 5, 1999, Slack knocked on her front door, handed her a piece of paper, and hastily asked her to sign it. She did not read the paper, but signed it below the words, “witnessed by.” She believed she was signing a neighborhood petition. As to whether Slack’s signature was on the document, Morgan testified:

A. ... I don’t recall seeing it. Like I said, I didn’t look at the paper that well. I just signed my name. That was it.
Q. Okay. So you can’t sit here today and say that he had not signed it at the time that he gave it to you?
A. No, I couldn’t say.

Slack thanked Morgan and left her home. He returned shortly thereafter, however, and asked to see Morgan’s daughter, Sandra Bradley. Bradley came to the front door, and Slack gave her the document to sign. Unlike her mother, Bradley remembered seeing Slack’s signature on the paper. The interchange between Slack and Bradley lasted for only about two minutes. Within a few hours, Slack took his life.

By the handwritten will, Slack left all of his jewelry to Teresa Truitt, appellant, and all of his fishing and camping gear, as well as “one third of all monetary holdings,” to Truitt’s minor son, Michael. In July 1999, Clinton A. Slack, *363 appellee, petitioned for probate of the estate as Slack’s brother and next of kin. Truitt filed a separate petition a few months later. Both parties requested probate based on the handwritten will. Apparently, Clinton Slack and Truitt were no longer on good terms.

Following a hearing, on November 9, 1999, the orphan’s court declined to admit the will to probate, concluding that Slack failed to acknowledge the will as his own, in contravention of Van Meter v. Van Meter, 183 Md. 614, 39 A.2d 752 (1944). It also appointed Clinton Slack as the personal representative of his brother’s estate. The parties agreed that Michael Truitt should receive Slack’s camping and fishing gear and $10,000.00, held in trust for post-secondary educational expenses. Truitt appealed the decision of the orphan’s court, and the circuit court conducted a de novo hearing on May 2, 2000 to determine the validity of the will. Looking to White v. Trustees of the British Museum, 6 Bing. 310 (1829), the court found the witnesses’ attestations ineffective since Slack did not tell them they were signing his will and did not direct their attention to his signature on the document.

Discussion

A.

Attestation begins with the testator asking a witness, either by words or by deeds, to sign the will. Greenhawk v. Quimby, 170 Md. 280, 287-88, 184 A. 485 (1936); Gross v. Burneston, 91 Md. 383, 386-87, 46 A. 993 (1900); Higgins v. Carlton, 28 Md. 115, 141 (1868). The witness then attests by observing that the execution requirements of § 4-102 are met, namely that the will is in writing and signed by the testator. Van Meter, 183 Md. at 619, 39 A.2d 752. Witnesses do not need to know that the document they are signing is a will. Casson v. Swogell, 304 Md. 641, 654, 500 A.2d 1031 (1985). Nor must they observe the testator sign the instrument. Van Meter, 183 Md. at 617, 39 A.2d 752; Etchison v. Etchison, 53 Md. 348, 357 (1880). However, where the will is signed out of the witness’s presence, the testator must acknowledge in some way that the instrument belongs to him *364 or her. Casson, 304 Md. at 656, 500 A.2d 1031; Van Meter, 183 Md. at 617, 39 A.2d 752. The two witnesses must attest and sign the will in front of the testator, § 4-102; Tinnan v. Fitzpatrick, 120 Md. 342, 348, 87 A. 802 (1913), but need not sign in front of each other, O’Neal v. Jennings, 53 Md.App. 604, 606, 455 A.2d 66 (1983).

Testators often include an attestation clause, which details how the will was executed, including who signed it and who witnessed them sign it. While such a clause is not mandatory, it “preserves in permanent form a record of the facts attending the execution of the will and is prima facie evidence of the facts therein stated.” McIntyre v. Saltysiak, 205 Md. 415, 421, 109 A.2d 70 (1954); see also Goroum v. Rynarzewski, 89 Md.App. 676, 599 A.2d 843 (1991). The presence of an attestation clause creates a presumption that the will was properly executed and safeguards against the “imperfect recollection or deliberate misrepresentation” of an attesting witness. Van Meter, 183 Md. at 617-18, 39 A.2d 752.

Preliminarily, we also note that the attestation requirement of § 4-102 evolved from the English Statute of Frauds of 1677, 29 Car. 2, ch. 3, § 5. Casson, 304 Md. at 648^19, 500 A.2d 1031. The purpose of the Statute of Frauds, and thus § 4-102, was to prevent a false document from being substituted for that intended by the testator. White, 6 Bing, at 312. Our focus, then, is the testator’s intent and action, and we must approach this attestation question from the perspective of Slack attempting to form a valid will, and not from Morgan’s or Bradley’s perspective in reading and signing the document.

B.

The three cases of particular importance to this case, and which we consider in turn, are White, Van Meter, and Casson. White, 6 Bing. 310, dealt with the execution of an English will in 1822. The Statute of Frauds, the controlling law at that time, required attestation by at least three witnesses. 29 Car. 2, ch. 3, § 5 (1677). Five months before his *365

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Bluebook (online)
768 A.2d 715, 137 Md. App. 360, 2001 Md. App. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/truitt-v-slack-mdctspecapp-2001.