76 Md. 54 | Md. | 1892
Lead Opinion
delivered the opinion of the Court.
The object of this» proceeding is to vacate and set aside a voluntary deed executed by Miss Elizabeth Graham, now Mrs. Elizabeth Whitridge, less than six months after she had reached the age of twenty-one, and about two months prior to her marriage. The deed recites that she had attained the age of twenty-one and was desirous of settling her property in trust, and then in consideration of the premises and of one dollar conveys to her father, William H. Graham, and her cousin,
But it is needless to multiply references to adjudged cases on this subject, nor is it necessary in the decision of this case to go to the length of holding that the donor must have, in such transactions, the benefit of competent and independent advice, as seems to be the rule in England; Allcard vs. Skinner, L. R., 36 Ch. D., 181; Rhodes vs. Bates, L. R., 1 Ch. App., 252; because it is the firmly settled law of Maryland that a gift or voluntary conveyance between living parties standing in the confidential relation of parent and child is prima facie void, and when assailed by the donor or grantor, can only be upheld if satisfactorily proved to have been the free, voluntary, and unbiased act of the person who made it.
Mr. Graham, the father of Mrs. Whitridge, is dead, and Mr. Bowdoin has retired from the trust; but other trustees have been appointed in their stead, and stand in their place. The deed being now assailed, the new trustees to uphold it are required to show, just as their predecessors would have had to do in a like case, that it was the free, voluntary, and unbiased act of the settlor, or, under the doctrine just alluded to, it must fall. The burden of proof is on them, precisely as it would have been upon those whom they have succeeded. Upon the advice of a most eminent and disinterested counsel —the late Mr. I. Nevett Steele — the new trustees called the plaintiff, Mrs. Whitridge, as a witness and she has testified at length. Her testimony has been excepted to by the infant defendants, three of whom are her own children, represented by counsel assigned by the Court, and the others of whom are more remotely interested in
If there were any ground for a suspicion that Mrs. Whitridge and her husband who is now one of the trustees by substitution in place of her father, and, consequently one of the defendants, had by collusion caused her to be called, we should, even if treating her testimony as technically admissible, attach no value or importance to it whatever. But we find nothing in the record upon which such a suggestion, or even the shadow of such a suggestion, can be founded.- On the contrary, her evidence throughout bears the clearest possible impress of truth, accuracy, and candor; and is strongly fortified in several particulars.
Without going into a minute recital of all the evidence in the record, a brief reference to the leading and
William H. Graham married one of the daughters of George Brown. Two children were born to them, and when the younger, Mrs. Whitridge, was eighteen months old her mother died. Mr. Graham never married again. He, with his two children, resided in the Brown mansion. When the plaintiff was four years old her grandfather Brown died, and under his will she became entitled, on attaining twenty-one, to one-fourteenth of his vast estate. She was reared with the greatest care and affection, and from infancy to womanhood her life was spent in the seclusion of her home. Her devoted attachment to her father and her reverence for her grandmother caused their wills to be the law of her actions; whilst the frequent inculcation of the duty of absolute obedience made submission to their judgments in all things, even the most trivial, the unvarying rule of her conduct. With no experience whatever >in matters of business, but little acquaintance with the outside world, and only a vague and indefinite notion as to the value of the property to which she would ultimately be entitled under
Under all these circumstances it is difficult to escape the conclusion that the deed was not the free, voluntary, and unbiased act of the settlor. And this conclusion is greatly strengthened by the subsequent conduct of Mr. Graham. Some years after the date of the deed he consulted counsel with a view of having the deed annulled. He told his daughter that he deeply regretted having persuaded her to sign it; that her grandmother’s health had not been strong, and that Mr. Perine had advised him to get her to sign it as it was an ordinary deed of trust; but that he never would have made such a mistake if he had not gone to the family lawyer, Mr. Perine. The opinion with which he was furnished by the counsel to whom he had applied was to the effect that the deed could not be assailed; and shortly thereafter Mr. Graham died, leaving by will to Mrs. Whitridge upwards of one hundred and fifty thousand dollars absolutely. He realized the injustice he had, from the best of motives, been instrumental in subjecting his daughter to, and when he sought to rectify it, and was told he was powerless to do so, he made the only reparation he could, — he implored her forgiveness, and he left her the half of his estate untrammelled by any trust or condition. He was conscious that he had unduly exerted his influence. As observed by Lord Brougham in Hunter vs. Atkins, 3 Myl. & Keene, 141, “all men have the interpreter of” the rule “within their own breasts; they know the extent of their influence, and are conscious whether or not they have taken advantage of it in a way in which they would feel indignant that others similarly circumstanced should do with regard to themselves.” It was this consciousness which prompted Mr. Graham to consult his own counsel in the hope that he might remedy the wrong in which he had participated.
It has, however, been strenuously insisted that the application to annul the deed has come too late. That as all the parties to the transaction are dead, with the exception of Mrs. Whitridge, .it would be exceedingly dangerous to disturb the deed; and that there are no living witnesses left to defend it. The defence of laches and' acquiescence is accordingly invoked. It is true that Mrs. Brown, Mr. George S. Brown, Mr. Graham and Mr. Perine are all dead; but it is not true, from anything that appears in the record, that the filing of the bill was purposely deferred until they had passed away. Within a few months after her marriage, Mrs. Whitridge, in having her will drawn, laid the deed before an eminent lawyer and asked his opinion as to its validity. She was informed that whilst pt was unusual in its provisions, it was not open to impeachment. Relying on this opinion, she took no further steps, and some years later she was informed by her father of the fact, to which allusion has already been made, that he too
The delay in assailing the deed has been satisfactorily explained as already pointed out ; and as Mrs. Whitridge' was ignorant of her right to impeach the transaction until hut a few weeks before the proceedings were commenced, she cannot be held to have acquiesced in the wrong and injustice to which she had been subjected.
The deed of November the ninth, 1876, must, for the reasons we have given, be set aside and vacated. As a consequence, the decree of the Circuit Court of Baltimore City sustaining that deed must be reversed, and the cause must be remanded, that another decree conforming to this opinion may be passed — the costs in both Courts to be paid out of the trust estate.
Decree reversed and cause remanded, the costs in both Courts to be paid out of the trust estate.
Judges
Dissenting Opinion
and
Dissenting Opinion
dissented, and Judge Bryan filed the following opinion:
I have very carefully studied this case, and have also read with great attention the opinion of his Honor Judge Phelps.
I do not think that Mrs. Whitridge is a competent witness in any aspect of the case. And I do not think that it is competent for her to assail her own deed, after an acquiescence of fourteen years, and after the decease of all the actors in the transaction whose conduct is now impeached.
Without elaborating my views, I consider it sufficient to say that I entirely concur in the able opinion of the learned Judge who decided this cause in the Circuit Court. His conclusions are based on grounds of argument and authority which are impregnable. I adopt them in their full extent, and think it needless to attempt to add anything to them. His opinion will be published in our Reports.