99 A. 863 | Md. | 1917
It appears from the bill of complaint in this case that Dr. R. Dorsey Coale, of Baltimore City, died in May, 1915, leaving the following last will and testament:
*579"I, R. Dorsey Coale, do hereby make and declare this as my last will and testament.
1. I desire my executor and administrator to pay, from my estate, all of my just debts, and to properly adjust my accounts with the University of Maryland.
2. The above provision having been complied with, all the rest and residue of my estate, in property of every kind, and all sums of money due me, as fees uncollected or unpaid, or as salary due, from the University of Maryland, or from any other person or persons, I give and bequeath, absolutely to my beloved wife, Minna Howison Coale.
3. I constitute and appoint Francis T. Redwood as my administrator and executor under this will, and I desire that no bond be required of him for the fulfillment of this duty.
In the event of the occurrence of my death before that of my mother, I commend to the love and care of my dear mother, my beloved wife, with earnest request, that should such provision be needful, she will, so far as may be possible, and from the legacy which she may have intended to bequeath to me, in the event of her death preceding mine, provide for my wife until her remarriage.
Signed, sealed, published and declared by me as my last will and testament, revoking all previous wills, this second day of April, nineteen hundred and one.
R. Dorsey Coale. (Seal)"
The executor named in the will having died before the testator, letters of administration, with the will annexed, were granted to Mrs. Mary B. Redwood, the widow of Francis T. Redwood and sister of Dr. Coale, who, on the 22nd day of June, 1915, returned to the Orphans' Court of Baltimore City an inventory of the personal estate of the testator, valued at $55,014.54, and made up of the following items: Household furniture, $262.75; bonds, $22,257.00; stocks, $24,802.00; cash in the National Bank of Baltimore, $2,692.79, and proceeds of policy upon the life of the decedent in The Penn Mutual Life Insurance Company, $5,000.00. The administratrix paid all the debts of Dr. Coale and settled her first account in the Orphans' Court, by which it appears that the balance for distribution, consisting of furniture, bonds, stocks and cash, is $57,383.80, subject to the collateral inheritance tax.
Dr. Coale's wife, Minna Howison Coale, died in October, 1911, leaving a will, executed in December, 1910, by which she left him all her property and appointed him executor. Letters testamentary were granted to him, and he returned an inventory of the estate amounting to $9,519,00, and consisting of bonds valued at $6,358.00, and stocks valued at $3,161.00. Dr. Coale, as executor, filed an account in the Orphans' Court of Baltimore City on the 22nd of October. *580 1913, by which it appears that the income received from the bonds and stocks was sufficient to pay Mrs. Coale's debts and the cost of administration, and that the bonds and stocks were distributed to him in accordance with the terms of the will. After his wife's death, Dr. Coale found with her will the following letter, and also a list of articles which she described as "heirlooms in Coale family," and which she stated were "to go to Mary B. Redwood":
*581"January third 1911
My dear Dorsey, here is my letter of bequests if you do not object to any of them, I would like very much to have you carry them out at your convenience. I want Mother to have my fur coat. Aside from that I will leave her only her bed room furniture if she wishes it, as I know you will look out for her after your death, Nell will continue to take care of her. I would like Nell to have all my jewelry, silver and clothes a pair of `Palm leaf cut' decanters. They are my own and are on the lowest shelf of the glass closet. I want her to give Lida Nancy and Gretchen a piece of my jewelry. At your death, I would like you to leave Nell my share of Aunt's money, all our furniture silver glass which were not heirlooms in your family. I especially want Nell to have my Chinese and Japanese things embroideries. I would like Gretchen to get $1000. Ellen to get $100. Henriette $50. The rest to go to Nell at your death; Please don't let Rhett want in her old age. I want Mary Redwood to have my cameo bracelet that Aunts gave me the cameos for. I want George to have any of my books $100. I want Francis to have my little ivory rabbit $100. Please give Mr. Crosby the little cigarette holder on the mantel. And some book of mine. Give Aunt Bess a piece of glass or china. I think that is all hope I have not left out anyone. Thank you Dorsey God keep you my dear. You were always so good and patient with me.
Your loving wife Minna Coale."
The bill states that Dr. Coale gave Margaret Rohe, referred to in the letter as "Gretchen," a $1,000.00 bond, and that all his wife's requests were complied with, "with possibly one or two exceptions," during his life, except the request in regard to the heirlooms, which were not received by Mrs. Redwoood until after Dr. Coale's death because they largely furnished the house in which he resided, and the request in regard to Eleanor Howison Witherspoon, spoken of in the letter as "Nell." Mrs. Coale's mother, who was living with Mrs. Coale at the time of her death, continued to live with Dr. Coale as his guest until his death. Dr. Coale kept the bonds and stocks received by him under his wife's will in his box in the Safe Deposit and Trust Company of Baltimore in a package by themselves and separate from other securities owned by him, and each certificate of stock and each bond was marked in his handwriting in pencil either "From Minna H. Coale" or "M.H.C."
Mrs. Caroline Donaldson Coale, mother of Dr. Coale, died in January, 1902, leaving a will executed in October, 1900, and Dr. Coale received from her estate $17,563.11. The policy of life insurance for $5,000.00 was issued in 1896, and was made payable, in accordance with Dr. Coale's application, to his wife, "if she survive him otherwise to his executors, administrators or assigns." In December, 1912, the Aetna Life Insurance Company, of Hartford, issued an "Accumulative Disability Policy" to Dr. Coale, which was in force at the time of his death, by the terms of which, in case of his death by accident, the amount therein specified was payable to his estate. At the time of her death, Dr. Coale's wife was thirty-eight years of age, and he was fifty-seven years of age when he died, and the bill alleges that at the time Dr. Coale made his will "he was without property or estate of any pecuniary value and that he was in receipt of no income except his salary as professor of chemistry at the University of Maryland and as Dean for a number of years of the Medical School of the University, which salary * * * *582 was no more than sufficient to defray" his living expenses, and that at the time of his death his estate consisted almost exclusively of the property he acquired after the execution of his will from his wife's estate, from his mother's estate, and from the estates of his two aunts, Elizabeth B. Coale and Josephine R. Coale, and the estate of his cousin, Robert M. Proud, "and the investments of income arising therefrom, together with $5,000.00 proceeds of the above mentioned policy of insurance."
Dr. Coale left as his only heirs at law and next of kin his sister, Mrs. Mary B. Redwood, and a nephew, George B. Coale, the son of a deceased brother, and the bill of complaint, which was filed by Mrs. Redwood, in her own right and as administratrixc.t.a. of Dr. Coale, against Mrs. Ride M. Howison and Mrs. Eleanor Howison Witherspoon, the mother and sister of Dr. Coale's wife, and her next of kin at the time of his death, and the said George B. Coale, alleges that the plaintiff for a time after the death of Dr. Coale was advised that notwithstanding Mrs. Coale died before Dr. Coale his will was operative to pass all his property and estate to the defendants, Mrs. Howison and Mrs. Witherspooon, as the next of kin of his wife at the time of his death, but that "she has recently been advised that upon a proper construction of the will" it was "only to take effect in the event that his wife * * * survived him, and that she having predeceased him," Dr. Coale died intestate, and that his estate is distributable to the plaintiff and Dr. Coale's nephew, "who are his sole heirs at law and next of kin and distributees"; "that claim has been made upon her for the estate * * * upon the one hand by the defendants," Mrs. Howison and Mrs. Witherspoon, "and upon the other on behalf of the infant defendant, George Buchanan Coale"; and that she is further advised that it would not be safe for her to pay over the estate of Dr. Coale "or any part thereof to either of the defendants without the protection of a decree" of the Court below. The bill prayed the Court to construe *583 the will and to assume jurisdiction over the further administration of the estate, etc.
The defendants, Mrs. Howison and Mrs. Witherspoon, demurred to the bill upon the following grounds: "1st. The plaintiff has not stated in her said bill of complaint such a case as entitles her to any relief in equity against these defendants. 2nd. It is apparent upon the face of the bill that the language of the will of R. Dorsey Coale, deceased, and the intent of the testator thereunder are plain, unambiguous and free from doubt, and that therefore the Court is without jurisdiction to construe said will. 3rd. The bill of complaint discloses no special circumstances, nor alleges any facts legally sufficient to confer upon this Court jurisdiction over the further administration of the estate of the said R. Dorsey Coale, deceased, by the plaintiff as his administratrix, c.t.a. 4th. It is apparent upon the face of the bill itself that these defendants are the persons legally entitled to receive the estate of the said R. Dorsey Coale, deceased, from the plaintiff as his administratrix to the exclusion of all other persons." The Court below held that the will was too clear and positive to admit of a construction "that would qualify the bequest," and this appeal is from its decree sustaining the demurrer and dismissing the bill.
The appellant contends that the decree should be reversed for the following reasons: "1st. Because upon the face of the will and from such surrounding circumstances as may be properly resorted to, it clearly appears that Dr. Coale did not mean that the bequest to his wife should be operative unless she survived him. 2nd. Because the provision made by Dr. Coale for his wife is by statute conclusively presumed to have been in lieu of her distributive share of his estate and was conditioned under the statute upon her becoming his widow; and that she having predeceased him the will failed to take effect upon any part of his estate. 3rd. Because the prior death of Dr. Coale's wife brought about a complete change in his family, and with it an implied revocation *584 of his will. * * * 4th. Because under no circumstances could the property which Dr. Coale acquired under his wife's will pass under his will back through the wife to her relatives. 5th. Because clearly it was not Dr. Coale's intention that the $5,000, proceeds of the policy upon his life * * * should pass under his will to the mother and sister of his wife, his intention having been clearly expressed in the policy and in his application therefor that his wife was not to become entitled to the same unless she survived him."
Section 326 of Article 93 of the Code of 1912, provides: "No devise, legacy or bequest shall lapse or fail to take effect by reason of the death of any devisee or legatee (actually and specifically named as devisee or legatee, or who is or shall be mentioned, described or in any manner referred to, or designated or identified as devisee or legatee in any will, testament or codicil) in the lifetime of the testator, except as hereinafter provided, but every such devise, legacy or bequest shall have the same effect and operation in law to transfer the right, estate and interest in the property mentioned in such devise or bequest as if such devisee or legatee had survived the testator," etc. InVogel v. Turnt,
Section 301 of Article 93 of the Code declares that "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 *588
estate, respectively, unless it be otherwise expressed in the will," and it is urged on behalf of the appellant that Mrs. Coale never became entitled to dower "or thirds" in Dr. Coale's estate, and as the testator did not expressly state that the provision he was making for his wife was not intended to be in bar of her dower and thirds, the legal presumption is that he did so intend it, and the provision for her was just as much "upon condition that she survive him as if he had expressly said so." According to the theory of the appellant, every devise or bequest to a wife, where the testator does not state that it is not in lieu of her dower or share of his personal estate, is "upon condition" that she survive the testator, and hence the provision of the Code providing against the lapsing of legacies and devises does not apply. This view is not justified by the language of either of the sections referred to, and is obviously foreign to the apparent meaning of section 301, which had for its purpose the establishment of a rule of construction by which a widow is precluded from taking a devise or legacy and also her dower or share of the personal estate of her husband, unless the will expressly authorizes her to do so. No authorities are cited in support of the contention, and we think it is fully disposed of by the case of Hays v. Wright,
The will was not revoked by the death of Mrs. Coale. InBaldwin v. Spriggs,
There is nothing in Dr. Coale's will to indicate that he did not intend to dispose of property acquired after its execution, and the settled rule in this State is that a devise or bequest of all the testator's real or personal property will pass all the real or personal property which he could dispose of by will at the time of his death. Dalrymple v. Gamble,
In regard to the $5,000.00 policy of life insurance, it is clear, we think, that the testator intended his wife or her next of kin to have the proceeds. After making the policy payable to her, if she survived him, he made his will giving her all his property and estate. He knew that if his wife survived him she would receive the proceeds of the policy from the insurance company, and it is presumed that he knew that if his wife did not survive him, the proceeds of the policy would pass under his will to her next of kin at the time of his death. The reasoning of the Court in Hayes v. Wright, supra, seems strikingly appropriate to the facts of this case. It was there said: "But it has been contended that the testator, in executing the assignment (of the bonds) to his wife, manifested his intention to exclude these bonds from the operation of his will. In this view we cannot concur. It is evident from the circumstances surrounding the transaction and the parties, that it was John Hay's intention that his wife and her representatives should have these bonds. His will was made in January, 1867, by which all his bonds were bequeathed to her, and afterwards, in March of the same year, when he executed the assignment of the seven bonds he made no change in his will, still manifesting the intention that his wife should have all the property not specifically devised to others, and even after her death he still made no alteration in his will, thereby still showing his intention that her representatives should take what he had bequeathed to her."
Finding nothing in the will or the surrounding circumstances disclosed by the bill to indicate that the testator did not intend sec. 326 of Art. 93 of the Code to apply to the devise and bequest to his wife, we must hold that under that section and the averments of the bill the mother and sister of Mrs. Coale are entitled to the testator's estate. *592
It is also urged on behalf of the appellant that the Court below erred in refusing to assume jurisdiction over the further administration of the estate and in dismissing the bill. In the case of Woods v. Fuller,
In Alexander v. Leakin,
Decree affirmed, costs to be paid out of the estate of said R.Dorsey Coale by Mary B. Redwood, Administratrix, Etc. *595