Webster v. Larmore

299 A.2d 814, 268 Md. 153, 1973 Md. LEXIS 1096
CourtCourt of Appeals of Maryland
DecidedFebruary 9, 1973
Docket[No. 158, September Term, 1972.]
StatusPublished
Cited by15 cases

This text of 299 A.2d 814 (Webster v. Larmore) 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
Webster v. Larmore, 299 A.2d 814, 268 Md. 153, 1973 Md. LEXIS 1096 (Md. 1973).

Opinion

Singley, J.,

delivered the opinion of the Court.

This is an appeal by a personal representative from an adverse decision, determination, or ruling of a court of law in a caveat case to which issues had been sent from an orphans’ court to be tried, Maryland Code (1957, 1968 Repl. Vol.) Art. 5, § 2; Syfer v. Dolby, 182 Md. 139, 152, 32 A. 2d 529 (1943). Consolidated with it is a second appeal by the successful caveators from orders of the orphans’ court authorizing the personal representative to pay, from the assets of the decedent’s estate, the fees and expenses of counsel incurred in the defense of the caveat action and to be incurred in this appeal.

Julia Eva Pollitt (Julia) died on 4 November 1970 at Eastern Shore State Hospital, a State mental hospital, at Cambridge, Maryland. At the time of her death, Julia was 72 years of age. Although she had been married twice, once to John May of Princess Anne, whom she had divorced in about 1954, and then to Austin G. Brumley, whom she married in February, 1965, Julia had no children. She had been married to May for some two years. Brumley had lived with her less than a month, and she divorced him in June, 1966.

In November, 1964, prior to her marriage to Brumley, Julia had gone with him to the Salisbury office of Walter D. Webster, an attorney. There she gave Mr. Webster instructions regarding the preparation of a will, which was signed on 28 December 1964 at Julia’s home in Salisbury in the presence of Mr. Webster, Mr. Webster’s secretary and Brumley, who acted as witnesses. The original will was in Mr. Webster’s custody at the time of Julia’s death.

*156 The value of Julia’s gross estate was about $29,000.00. Under her will, Julia devised her Salisbury residence to her nephew, James M. Larmore; bequeathed $1,000.00 to her sister, Bertha Larmore; left bequests totalling $1,500.00 to friends; gave $500.00 to each of two churches, and bequeathed the residue of her estate to Brumley. In spite of the fact that she and Brumley were separated and later divorced and that Brumley had remarried, Julia never modified or expressly revoked her will.

Some time before Julia’s will was offered for probate, the appellees, Bertha Larmore and Elmer M. Pollitt, Julia’s sister and brother and only surviving next of kin, filed in the Orphans’ Court for Wicomico County a petition and caveat to Julia’s will on grounds of lack of mental capacity and undue influence.

The orphans’ court regarded this as a request for judicial probate, Code (1957, 1969 Repl. Vol.) Art. 93, § 5-207 (b). On 20 April 1971 it admitted the will to probate and appointed Mr. Webster, the executor named in the will, as personal representative of Julia’s estate. Issues raising the questions of testamentary capacity and of undue influence were framed and transmitted to the Circuit Court for Wicomico County for trial before a jury.

After a three-day trial, the case went to the jury on only the first issue:

“Was the alleged testatrix, Julia Eva Pollitt, of sound and disposing mind, capable of executing a valid deed or contract at the time the alleged Will dated December 28, 1964, was executed?”

The jury answered this question in the negative.

Mr. Webster, as caveatee, appealed from the verdict entered in favor of the caveators. 1 Mrs. Larmore and her *157 brother, as caveators, have appealed from an order of the orphans’ court authorizing Mr. Webster to pay from funds of the estate an amount of $1,270.50 to his counsel, being the aggregate of fees and expenses incurred in the defense of the caveat action, as well as from an order authorizing payment from the estate of costs and expenses incurred in connection with this appeal. 2 By agreement of counsel, these two appeals were consolidated.

Mr. Webster argues first, that the trial court erred in admitting testimony and evidence respecting Julia’s mental condition and hospitalization at times remote from the date of execution of the will and second, that since this evidence should have been excluded, it was error to deny his motion for a directed verdict in his favor, made at the end of the caveators’ case, and renewed at the end of the entire case, and alternatively, to deny his motion for judgment n.o.v.

Mrs. Larmore and her brother contend that the expense of an unsuccessful defense of the caveat action and of an appeal from an adverse verdict should not be borne by the estate.

The Admissibility of the Evidence

Mr. Webster maintains that the rule of our cases is that while evidence tending to prove competency may relate to periods both before and after the date when a will is executed, proof of incompetency must relate to the critical date when the will was made.

We restated the rule of the cases, speaking through Judge Horney, in Arbogast, Executor v. MacMillan, 221 Md. 516, 525, 158 A. 2d 97 (1960) :

“It is true, of course, that evidence tending to prove competency in general may relate to the entire period of acquaintance of a witness with a testator both before and after the date *158 of the making of a will. Jones v. Collins, 94 Md. 403, 411, 51 A. 398, 400 (1902); Harris v. Hipsley, 122 Md. 418, 435, 89 A. 852, 857 (1914). But evidence produced to show lack of testamentary capacity must relate to the mental condition of the testator at the time the will was executed.”

This is the logical consequence of the presumption of testamentary capacity, stated in the same opinion, 221 Md. at 523:

“The law presumes that every man is sane and has capacity to make a valid will, and the burden of proving the contrary rests upon those who allege that he lacked mental capacity. Cronin v. Kimble, 156 Md. 489, 494, 144 A. 698, 700 (1929); Smith v. Shuppner, 125 Md. 409, 417, 93 A. 514, 517 (1915). Moreover, in the absence of proof of prior permanent insanity, it must be shown that the testator was of unsound mind at the time the will was executed in order to overcome the presumption of sanity. Acker v. Acker, 172 Md. 477, 192 A. 327 (1937); Gesell v. Baugher, 100 Md. 677, 60 A. 481 (1905).”

See also Waple v. Hall, 248 Md. 642, 657-58, 238 A. 2d 544 (1968); Ingalls v. Trustees, 244 Md. 243, 260, 223 A. 2d 778 (1966).

At the commencement of the trial of the case, there was an extended colloquy between the court and counsel out of the presence of the jury as regards the admissibility of evidence bearing on the alleged incompetence of a testator which related to events remote in time from the date when the will was executed. The trial judge finally concluded that the proper manner of dealing with the question was to rule on the admissibility of evidence as it was adduced, which he did, admitting it over the objection of the personal representative.

*159

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Bluebook (online)
299 A.2d 814, 268 Md. 153, 1973 Md. LEXIS 1096, Counsel Stack Legal Research, https://law.counselstack.com/opinion/webster-v-larmore-md-1973.