Wright v. Nugent

328 A.2d 362, 23 Md. App. 337, 1974 Md. App. LEXIS 294
CourtCourt of Special Appeals of Maryland
DecidedNovember 15, 1974
Docket413, September Term, 1974
StatusPublished
Cited by16 cases

This text of 328 A.2d 362 (Wright v. Nugent) 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
Wright v. Nugent, 328 A.2d 362, 23 Md. App. 337, 1974 Md. App. LEXIS 294 (Md. Ct. App. 1974).

Opinion

*339 Orth, C. J.,

delivered the opinion of the Court.

CASE SUMMARY

This case comes to the Court of Special Appeals of Maryland directly from the Orphans’ Court for Talbot County (Orphans’ Court). Courts Art., § 12-501. Suzanne Walker Wright, appellant, the only child of Aldace Freeman Walker, deceased, noted an appeal on 8 May 1974 from an order of the Orphans’ Court issued 9 April 1974 in a proceeding entitled “Estate of Aldace Freeman Walker”, docketed as Estate No. 10850. 1 The order read:

“The above matter coming on for hearing on the objections of Suzanne Walker Wright to the jurisdiction of this Court in the above matter and counsel for Suzanne Walker Wright, Elizabeth Irwin Hazard and George Ainslie Nugent having been heard, it is this 9th day of April 1974, by the Orphans’ Court for Talbot County
ADJUDGED and ORDERED as follows:
1. The largest part in value of decedent’s estate was located in Talbot County at the time of his death, as appears on the Inventory filed herein. 2 It is therefore determined that this Court has *340 jurisdiction to grant probate to any Will of the decedent, whether or not decedent was domiciled in Talbot County at the time of his death, in accordance with the Estates and Trusts Article, Annotated Code of Maryland including Sections 4-104 and 5-103 (A) and (B).
2. The pendency of proceedings in the United States District Court for District of Columbia does not affect the jurisdiction of this Court, the issue in the District being whether the holographic Will should be accepted for probate under the law of the District of Columbia, and the issue in this Court is whether the Will should be accepted for probate under the law of the State of Maryland.
3. Issues filed herein on March 4, 1974 by George Ainslie Nugent and on March 5, 1974 by Elizabeth Irwin Hazard, are hereby sent to the Circuit Court for Talbot County for determination in accordance with Estates and Trusts Article, Section 2-105.”

We affirm parts (1) and (2) of the order. Part (3) is not before us, having been superseded by a subsequent order of the Orphans’ Court. 3

FACTS

On 24 July 1973 the Register of Wills for Talbot County granted the will of Aldace Freeman Walker to probate under *341 administrative probate proceedings and appointed George Ainslie Nugent personal representative of the estate. Estates & Trusts Art., §§ 5-301, 5-302, 5-303. 4 The Administrative Probate Order was predicated upon a request for probate contained in a petition filed by Nugent. The petition showed that Walker, domiciled in the District of Columbia, died on 2 May 1973 at Arlington, Virginia, with a will dated 8 April 1973, appointing Nugent as executor. The will was holographic, written on a sheet from a yellow legal pad, and read as follows:

“5236 Macomb Street, N.W.
“Washington, D.C.
“Sunday — April 8th, 1973
“I, Aldace Freeman Walker, being of sound and disposing mind and memory, do declare this to be my Last Will and Testament.
“I desire and direct upon my death, that all my property, personal and real, of which I might die possessed be placed in a TRUST, the income of which is to be placed at the disposal of Elizabeth Irwin Hazard during the course of her natural life and that upon her death that the corpus of said TRUST be made payable to my grandson, Andrew Wright, or in the event of his demise to be made payable to my daughter, Suzanne Walker Wright.
“I appoint George Ainslie Nugent to be the Executor of my Estate to serve without bond.”
“Aldace Freeman Walker”

Appended to the Petition was the affidavit of an attorney at law, admitted to practice before all the courts of the Commonwealth of Virginia. He asserted: “Under the laws of the Commonwealth of Virginia a will written wholly in the handwriting of the testator and signed by him is a valid will. *342 Also there is no requirement under Virginia law that a will bear a seal. Accordingly, if the will is written wholly in the handwriting of Aldace Freeman Walker and was executed by him in the Commonwealth of Virginia, it is my opinion that such a will is a validly executed will under the laws of the Commonwealth of Virginia.”

There was also attached to the Petition the affidavit of Nugent, which, after discussing his friendship with Walker, Walker’s relationship with Mrs. Hazard and Walker’s state of health, recounted the circumstances of the execution of the will:

“Mr. Walker had been giving serious thought and study to making a new testamentary disposition of his property and had concluded that the most acceptable solution for the purposes he had in mind would be a will leaving his property in trust, with the income to go to his friend Mrs. Hazard during her lifetime, and upon her death, the corpus to his grandson, Andrew Wright, the son of his daughter Suzanne Wright. The trust which Mr. Walker had in mind was quite a complicated one and would have taken considerable time to properly draft in order to take care of his detailed wishes. Accordingly, while in my apartment on Sunday evening, April 8, 1973, he decided out of an abundance of caution, to execute a will which would express his wishes on a stop gap basis. Before he came North on this particular visit, he had purchased and brought with him two books on trusts and wills entitled Who Will Get Your Money’ by John Barnes (William Morrow & Co., Inc. 1972) and ‘Your Will And What To Do About It’ by Samuel G. Kling (Wilshire Book Company, 1972). He sat down at my dining room table and I watched him as he wrote out the holographic will. Mr. Walker signed the will which he had written in my presence without any witness attesting in writing to his signature.”

*343 See Estates & Trusts Art., § 4-104. The affidavit stated that the will was left by Walker in Nugent’s care and, although Walker told Nugent several times that “he would come back and get the document so that it could be put in better shape”, Walker died before so doing. Insofar as Nugent knew, Walker never executed any other will subsequent to 8 April 1973. The Petition discussed other proceedings regarding the decedent’s estate:

“The decedent had two bank accounts in the District of Columbia at the time of his death; a savings account containing $5,759.95, and a checking account containing $1,106.33. The decedent had executed a prior will dated July 12, 1960; and this prior will, together with a copy of the holographic will dated April 8, 1973, have been filed with the Register of Wills in the District of Columbia.

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Bluebook (online)
328 A.2d 362, 23 Md. App. 337, 1974 Md. App. LEXIS 294, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wright-v-nugent-mdctspecapp-1974.