Roberts's Estate
Roberts's Estate
Opinion of the Court
Opinion by
The domicile of Jane P. Roberts, the testatrix, at her death, was Harford county, Maryland. Besides some personal property, she was the owner of a farm of 52¿ acres in Abington township, Montgomery county. Her husband was William H. Roberts, who owned in his own right, some property in Maryland. They had six children: Charles W., Mary Jane, and Edward H., who lived in Maryland; Isaac L., William L.,and
“ I desire my farm to be sold as soon as it can be sold to advantage after my death, that is, if it is not sold before. But no one shall force a sale to get their share without the majority is willing for it, and one half the price I want to be secured in the farm while my dear husband lives, or if it is taken out, it must be secured in some other real estate, so as to keep the principal to be equally divided after my husband’s death, among all my children. My husband is to have the interest only while he lives. The other half I want- to be equally divided among my children, or if any of them is dead, their share is to be equally divided among their heirs. If any one owes us anything, take it out of their share, before giving it to them, and divide it among them all.”
She then appointed her husband and two sons, Charles W. and William L., executors. The husband died in August, 18811 the testatrix partially administered on his estate, and survived him until October 2, 1888. Letters testamentary were taken out by both executors in Maryland, but Charles W., being a non-resident, declined to file the bond required in Montgomery county, and William alone took out letters there. In February, 1885, he sold the farm for $21,000, and for purpose of making a satisfactory title without proceeding in the orphans’ court, a conveyance, joined in by all the legatees, was made to. the purchaser.
However, the executor, William L., received the purchase-money, and filed his second and final account of his administration in Montgomery county, September 3,1887, which, after-taking credit for payment of certain liens against the land discharged by the sale, and sundry other credits, showed a net balance for distribution of $11,613. Henry D. Sajdor, Esq., was appointed auditor to distribute. On claim made by the executor, the auditor deducted from Edward’s share, $850.12, the amount of certain costs and expenses incurred by William in a personal suit against him by Edward in the courts of Maryland, -in which William was successful. The allowance was made on the ground that, although the suit was against Wil
The executor also claimed, that at the date of the will, Albert, Charles and Edward were indebted to their father on personal obligations and as surety, for money, which the testatrix intended by her will should be deducted from their shares in the fund realized from the sale of the Montgomery county farm, and that these amounts should be charged against them respectively in the distribution. This claim was also sustained by the auditor. Other questions, involving less important items, were raised and passed on by the auditor, and eleven exceptions were filed to his report and argued before the court. After careful consideration the court passed on all of them by a decree overruling some and sustaining others. The action of the auditor in allowing the costs and expenses of the executor in the individual suit of Edward against him in Maryland, and in deducting from the shares of Albert, Charles and Edward the debts owing their father, was overruled, and a redistribution ordered. From the decree confirming this last report we have this appeal. There are eight assignments of error, only the 5th, 6th and 7th of which call for special notice.
The 5th complains of the decree in refusing the allowance of 'the expenses of the Maryland suit which ended in the judgment of the court of errors and appeals of that state against Edward and in favor of William.
We think the learned judge of the court below rightly held that the expenses incurred by William in this suit had noplace in a distribution of the purchase money of the farm. It is true, indirectly the estate was benefited by the suit, for it was finally adjudged by the highest court'of Maryland that the courts of that state had no jurisdiction to distribute this fund, and that the orphans’ court of Montgomery county must make distribution ; see 17th Atlantic Reporter, 570. But the suit was not against William as executor. By attaching his land in Maryland, in a suit against him, William was compelled to defend. His defence established that Edward’s claim against him individually-had no foundation ; and, in so far as he had any claim,
It will be noticed, the will was made the 28th of July, 1881. The husband and father was present when it was executed, for, by his writing appended to it, he consents to its provisions. The testatrix contemplated his survivorship, and says : “ One half of the price I want to be secured in the farm while my dear husband lives,” and then appointed him one of the executors. Although he died the following month, and she survived ’nearly two years, their expectation as to life at the date of the will, as evinced by its terms, is to be considered in interpreting it. She as,ja, after providing a life interest in one half the purchase money of the farm for her husband, and making an equal distribution of the whole at his death: “ If any one owes us anything, take it out of their share before giving it to them, and divide it among them all.” Albert, Charles and Edward were, at that, time, indebted to their father. The auditor finds as a fact that this indebtedness was well known to the mother when she executed the will in the presence of the father. We think it quite clear that the testatrix meant by the expression, “ if any one owes us anything, take it out of their share,” any debts owing to either her or her husband by their children, and intended the father, as executor, to have the authority to deduct the debt from the share of the debtor in the purchase money of the farm. The auditor finds further, as a fact, that, 'after the
The orphans’ court, in thus interpreting the will, and determining the indebtedness of the sons to the father, does not, usurp a jurisdiction belonging to the courts of Maryland; it only ascertains a fact necessary to the proper distribution of this fund under the will. The court must determine how much “anyone owes us,” the father and mother, before it can be taken “ out of their share.” The legatees take their shares by the' will with the condition attached, and can take them in no other right; the jurisdiction of the orphans’ court to ascertain the-amount owing the father, is just as clear as to ascertain any indebtedness to the mother.
The learned judge of the court below was of opinion the language of the testatrix was too vague to warrant this construction. We think, in view of the whole will, the intent was manifest. Therefore appellant’s 6th and 7th assignments of error are sustained. All the other assignments are overruled, and the record is remitted to the court below, that distribution may be made in accordance with this opinion; the costs to be paid by appellees.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.