DOMAIN, EX‘R OF THE ESTATE OF SARAH C. NAYLOR v. BOSLEY, INDIV. AND ADM‘X D.B.N., C.T.A. OF THE ESTATE OF JAMES HARRISON NAYLOR
No. 130, September Term, 1965
Court of Appeals of Maryland
March 14, 1966
Dissenting opinion filed March 29, 1966.
Herbert E. Witz, with whom was John N. Biesecker on the brief, for appellant.
L. Robert Evans, with whom was William M. Manko on the brief, for appellee.
PRESCOTT, C. J., delivered the majority opinion of the Court. HAMMOND, J., dissents. Dissenting opinion at page 11, infra.
The executor of a wife, who survived her husband for only a short time, appeals from an order of the Orphans’ Court for Carroll County, which denied the executor‘s claim to an interest in both the real and personal property left by the deceased husband.
The husband and wife both died testate; he on February 17, 1964; she on May 20 of the same year. He was survived by his widow and five siblings, but no children, descendants, father or mother. He left оne parcel of real estate, a lot improved by a dwelling, and personalty of a value of some $14,000. He left his wife a life estate in the real property, with remainders to the siblings. The testator made no provision that the devise was in lieu of his wife‘s legal share in his realty or personalty, or both. The wife was left no interest in, or portion of, the personalty. The rest and residue of his estate was also left to his siblings. The wife, during the time she was a widow, did not renounce the will, but, after her demise, her executor (al
The court below correctly held that the attempt to renounce the husband‘s will by the wife‘s executor was ineffective (Boone v. Boone, 3 Harr. & McH. 95; Collins v. Carman, 5 Md. 503; 83 A.L.R. 2d 1079; 1 Sykes, Probate Law & Practice, § 175. Compare Kernan v. Carter, 132 Md. 577), a fact which seems to be conceded by the appellant, but held that the devise of realty to the wife, plus her failure to renounce, prevented her executor from participating in the husband‘s personalty or realty.
To determine whether this ruling was correct, and if not, to what extent the wife‘s estate is entitled to participation, we must examine the pertinent statutory provisions. At the time of the husband‘s death, these provisions read as follows:
“Every devise of land or any estate therein, or bequest of personal estate to the wife of the testator shall be construed to be intended in bar of her dower in lands or share of the personal estate, respectively, unless it be otherwise expressed in the will.”
Code (1957), Article 93, § 328 .
* * *
After providing for a bar of dower or share in land, or share in personalty for failure to renounce, and the time and mode of renunciation,
“If the election be of dower in lands and the legal share of the personal estate, the said surviving husband or widow shall take dower in lands and onethird of the surplus personal estate (if the deceased spouse shall be survived by descendants), and dower in lands and one-half of the surplus personal estate (if the deceased spouse shall not be survived by descendants), and no more. If the election be of the legal share of both real and personal estate, the surviving husband or wife shall take one-third of the lands as an
heir and one-third of the surplus personal estate (if the deceased spouse shall be survived by descendants); and one-half the lands as an heir, and one-half the surplus personal estate (if the deceased spouse shall not be survived by descendants, but shall be survived by a father or mother); and four thousand dollars or its equivalent in property, or any interest therein, at its appraised value, and one-half of the residue of the lands as an heir and one-half of the surplus personal estate remaining (if the deceased spouse shall not be survived by descendants or a father or mother), and no more.”
* * *
“If the will of the husband devise a part of both real and personal estate she shall renounce the whole, or be otherwise barred of her right to both real and personal estate.”
Section 331 .
* * *
“If the will devise only a part of the real estate, or only a part of the personal estate, the devise shall bar her of only the real or personal estаte, as the case may require; provided, nevertheless, that if the devise of either real or personal estate, or both, shall be expressly in lieu of her legal share of one or both, she shall accordingly be barred unless she renounce as aforesaid.”
Section 332 .
* * *
“But if in effect nothing shall pass by such devise, she shall not be thereby barred whether she shall or shall not renounce as aforesaid. In such case the widow shall take one-third of the lands as an heir and onethird of surplus personal estate (if the deceased husband shall be survived by dеscendants); and one-half the lands as an heir and one-half the surplus personal estate (if the deceased husband shall not be survived by descendants, but shall be survived by father or mother); and four thousand dollars or its equivalent in property, or any interest therein at its appraised
value, and one-half of the residue of the lands as an heir and one-half of the surplus personal estate remaining (if the deceased husband shall not be survived by descendants or a father or mother, but shall be survived by a brother or sister or a child or descendant of a brother or sister) and no more.” Section 333 .
Since some of the above provisions, or their predecessors, have already been construed by this Court, our present discussion of them, in order to determine some of the issues here involved, need not be elaborate.
First, we shall consider whether the life estate devised unto the widow was such an “estate” as to require renunciation by her under
We now consider whether the devise and the wife‘s failure to renounce barred her estate from sharing in the husband‘s personalty.
The only remaining question is to determine what that portion is. Recapitulating, we have a man dying testate, leaving both real and personal property. The testator left no descendаnts and no mother or father, but his wife and siblings survived him. He devised unto his wife an estate in his realty, but left her none of the personalty. She did not renounce the devise of realty. We held above that under these circumstances, she (or her estate) is entitled to a share in the personalty, and our immediate problem, as previously stated, is to decide what that share is.
The briefs contain no case where, under statutory provisions such as ours, this exact question has been determined, and our research has produced none. A close and careful examination of the controlling statutes, as we have quoted them, reveals no language wherein our proposition may be fitted so neatly and compactly as the diminutive, exquisite foot of Cinderella into her celebrated slipper, so as to demonstrate an explicit direction from the Legislature as to the precise mode of calculating the share under the circumstances. This, unquestionably, is due, at least in part, to the fact that we are dealing with provisions in statutes dating back to 1798 (Ch. 101, subch. 13, supra), some of which remained almost, if not, unchanged until the death of our testator, while others were amended, without, at times, making express provisions relative to the myriad of conceptual ramifications that could arise.
In the early years of our State (as in the colony before it) there was a definitely recognized distinction between a man‘s real and personal property, and the modes of their transfer, either inter vivos or upon death. Compare Griffith v. Griffith‘s Exc‘rs; Coomes v. Clements; both supra, and Hokamp v. Hagaman, 36 Md. 511. Just before the turn of the Nineteenth Century, a serious controversy arose as to what portion of his personalty a husband could bequeath away from his wife, if she protested. This dispute was decided by the General Court in Griffith, supra, in 1798 (affirmed by the Court of Appeals in 1801), wherein it was held that under the common law, a wife was entitled, when there were children, to a 1/3 pаrt of her husband‘s personalty, after payment of debts and funeral expenses, and the husband could not deprive her of the same by his will. (See also Coomes v. Clements, supra, [1819] where there is a rather thorough history of our subject as it applies to Maryland, including the Maryland statutes, beginning in 1699.)
It seems obvious that Ch. 101, subch. 13, of the Acts of 1798, in part, resulted from the holding in Griffith. Section one thereof prescribed in almost the identical language of
In 1916, the Legislature passed
Said Section 2 (
In 1933, the Legislature amended said
This, in general outline, was the state of the law when the important and well-known case of Marriott v. Marriott, 175 Md. 567, was decided on January 10, 1939. Mr. Marriott, the testator, left a moderate estate consisting of real estate of the approximate value of $12,000, and surplus personalty оf some $20,000. He was survived by his widow and several nieces and nephews, but left no child, descendant; parent, or sibling, sur
In response to (and in denying) the claim for the $2,000 allowance, the Court held that (what is now)
“It is clear that chapter 386 of the Acts of 1933 (now
Article 93, § 137 ) affected estates of intestates only; and upon the authority of the cases hereinbefore cited; and in the face of the express language of the Act, it сannot be held to relate to cases in which the decedent has executed a will.“This observation would seem logical when applied as between the estates of intestates and those disposed of by will. In the former case the decedent has indicated no discrimination against his wife; and the Legislature, by the Act of 1933, has directed that she be more liberally dealt with than has been the law in this state over a long period of years. If it had intended to apply the same liberality to the estates of testates in those cases where the widow was ignored, it could, and doubtless would, have said so. This it did not do, however; * * *.”
At the time of this decision, the Legislature of Maryland was in session. Within less than 4 months, it enacted and the Governor approved Ch. 499 of the Acts of 1939, making
Again, in 1957 (Chapter 717), the Legislature amended said
Thus, it is seen that the Legislature over a period of a great number of years has distinguished between a testator‘s real and personal property, and how, and to what extent, and under what circumstances he may devise and bequeath the same away from his wife. Obviously, the relatiоnship between the realty and personalty has been correlated in certain aspects. And just as obviously there has been a trend towards a greater allowance to the wife, when the only surviving relatives of the testator are no closer than brothers and sisters. As of February, 1964, both under
But does the fact that she has accepted the devise and therefore cannot participate further in the realty preclude her from sharing at all in the allowance of $4,000? We think not. This Court held in Suman v. Martin, supra, that under Article 93, § 314 (now
On the other hand, should the wife be entitled to the full $4,000 allowance out of the personalty, after receiving the devise of realty? Again, we think not. It is clear to us that, under both
Order affirmed in part and reversed in part; and case remanded for the passage of an order in conformity with this opinion; costs to be paid from the surplus personalty.
HAMMOND, J., filed the following dissenting opinion.
Our case is that of a widow whose husband died, survived by siblings but no children, leaving a will which bequeathed all his personal property to his siblings. There is complete agreement that without thе necessity of renunciation the widow is entitled to her legal share of the personalty. The majority, without any support in the case law, finds that this legal share is not $4,000—the figure specified in the currently applicable statutes—and one-half the net personalty, but $2,000—a figure not now mentioned at all in those statutes—and one-half the
I state my reasons briefly because to do so at length would be but to write an essay which would serve no purpose and have no meaning. The Legislature by
At common law a widow in the situation of the widow here was entitled in intestacy to one-third of her husband‘s personalty, if there were children, and half if there were not, and he could not deprive her of it by his will. Griffith v. Griffith, 4 Har. & McH. 101. As had been done, in part at least, by earlier laws, by
“The following deductions are plainly inferrible from those Acts [particularly the
Act of 1798 ]. If the deceased dies intestate, leaving a wife, and without a child, the widow shall have one-half of the personal estate. If the deceased makes a will, and makes no bequest of any part of his personal estate to his wife * * * and dies, leaving a wife and no child, she shall have one-half of the personal estate; because, as resрects his wife, he died intestate * * *.” (Emphasis added.)
The Act of 1798 not only provided, as has been the statutory law since up to June 1, 1964, that if nothing passed by the will to the widow she need not renounce and was entitled to her legal share—which the court held was as in intestacy—but also provided for renunciation by the widow of provisions in the will unsatisfactory to her, and expressly limited the share of personalty she took upon renunciation of a bequest of personalty to one-third of the net “and no more.” Judge Johnson pointed out the differencе in Coomes as follows:
“The
Act of 1798, ch. 101 , passed before the will in question was made, restricts the widow‘s interest, whether children or not, to one-third in the cases to which the restriction applies. The case before the Court does not come within the restricted exception mentioned in the Act; and as the testator died without leaving children, or their representatives, I am of opinion the decision of the Orphans’ Court, giving her one-half, was correct.”
In Pacholder v. Rosenheim, 129 Md. 455, 458-59, where the will made no provision for the widow, the Court said: “Mrs. Pacholder is now claiming, not by virtue of the will, but in opposition to its provisions, and she is entitled, therefore, to the same interest and no other than if Mr. * * * Pacholder had died intestate.” (Emphasis added.)
In 1916 the Legislature made the legal share of a surviving widow in intestacy the same in realty as in personalty.
“Mr. Grossnickle devised no part of his real estate to his wife, and consequently her legal rights therein were not affected by his will. Thomas v. Wood, 1 Md. Ch. 296; Durham v. Rhodes, 23 Md. 233. And as she did not elect to take her dower under Section 4 of Article 46 of the 4th Vol. of the Code of Public Gen
eral Laws, she is entitled undеr the provisions of Section 3 of Article 46 of the said Code [the intestate provision for realty] to one-third of her deceased husband‘s real estate [there being surviving children].” (Emphasis added.)
On the other hand, in cases such as Harris v. Harris, 139 Md. 187, decided on June 28, 1921, the same day as Pearre v. Grossnickle, (139 Md. 1), the Court noted that the then provisions for the rights of widows in the estates of their late husbands were literally copied from the Act of 1798 and held, after quoting the words of Judge Johnson in Coomes, that since the widow Harris had renounced, she was restricted to one-third of the net personalty despite the fact there were no children, because the statute said that in suсh case she should take “no more.”
Significantly less than a year after the Harris decision, the Legislature by
In 1933 the Legislature increased the widow‘s statutory legal share of personalty in intestacy by adding a prior preferred allowance of two thousand dollars. By
This essentially was the state of the law when the Court in 1939 decided Marriott v. Marriott, 175 Md. 567, 576, a case in which the will gave the widow nothing. The Court said that in the Harris case “it was definitely decided that the statute of distribution in intestacy had no application where a decedent left a will.” This was not accurate or correct. Harris reiterated that where there was a will which was renounced—not a will which ignored the widow—the statutes in intestacy did not ap
Marriott then held that upon the authority “of the cases hereinbefore cited” and the fact that the Act of 1933, which added the $2,000, in terms applied only to intestacy the Act “cannot be held to relate to cases in which the decedent has executed a will.” The Court found comfort and support for its holding—the first ever to decide that where the will ignored the widow she did not take what she would have taken in intestacy—in the reasoning that the Legislature recognized that in intestacy “the decedent has indicated no discrimination against his wife” and the Legislature has been liberal with her, and if the Legislature had intended “to apply the same liberality to the estates of testates in those cases where the widow was ignored, it could, and doubtless would, have said so.”
The Marriott decision on the point rested on a specious legal foundation and, some four months after its decision, the Legislature, recognizing it as unsound or undesirable, ripped away its philosophical basis of presumed legislative intent and, in effect, reversed it.
By
The legislative history gives firm support to this conclusion. Where the will ignored the widow she has taken as in intestacy from the beginning—except for the brief Marriott interlude—and when the Legislature in 1922 recognized the effect of Harris under modern conditions, it made the widow‘s share of personalty upon renunciation the same as in intestacy. In intestacy the widow here would have taken $4,000 and half the net personalty, and she should have the same in this case because the will ignored her as to personalty.
