Maryland case law › Burgess v. Boswell

Burgess v. Boswell

139 Md. 669 (1922) · Court of Appeals of Maryland
Court of Appeals of MarylandDisposition: ReversedThomas, J.✓ Good law
HoldingFannie R.

Thomas, J., delivered the opinion of the Oonrt. This appeal is from an order of the Orphans’ Court of Baltimore City dismissing the petition of the appellant to have the letters of administration on her sister’s estate granted to the appellee revoked. Fannie R. Boswell, of Baltimore City, died on the 29th of October, 1920, leaving as her only heirs at law and next of kin a sister, Mrs. Mary B. Burgess, of Baltimore City, and three brothers, namely, Thomas T. Boswell, of Baltimore City, John L. Boswell, of Columbus, Ohio, and Henry H. Boswell, of Buffalo, New York. For a number of years prior to her death she made her home with Mr. and Mrs. Burgess.

The two sisters lived together apparently upon the most intimate and friendly terms, and Mrs. Burgess was 671 familiar with the decedent’s personal and business affairs, and assisted her in the management of them. John L. Boswell, who, it seems, had been unfortunate in business matters, came to see her occasionally, while her brother Henry visited her only at long intervals. Thomas T. Boswell, the other brother, was actively engaged in business and a man of means, hut, according to the evidence in the case, he contributed to her support and was very kind to and considerate of her during the last months of her life. Miss Boswell died at the Woman’s Hospital, as we have said, on the 29th of October, 1920, and Mrs. Burgess immediately notified her brothers, telegraphing John L. and Henry, of her death and the time of the funeral.

John L. Boswell came to Baltimore to attend the funeral, and stayed with Mr. and Mrs. Burgess at their apartment. He had received from Miss Boswell, on the 6th of October, two sealed letters^ one addressed in her handwriting to Mrs. Burgess, and marked “To be opened after my death,” and the other addressed to him and endorsed in the same way. The day after the funeral, which took place on the first of November, John L. Boswell gave Mrs. Burgess the letter addressed to her, which was: as follows : “State Sanatorium, “Frederick Gounty, Md., October 4th, .1920. “Dear Miss: “I am making a last request that, you give our dear unfortunate brother, John L. Boswell, $1,000 of the money left me by' our mother. I would have liked to have done it myself, but would not break my promise to you, but I feel sure you will do it, as we have added enough to make a neat sum for you without it and it will make me happy even in my grave.

I also want him to have the large picture of Pa, the other picture of Pa you can have as long as you live, then to go to Johnnie and his family, as it came from them. .Lucie’s diamond ring you are to have your 672 lifetime, then I want it to go to Burrell. The amethyst ring to Laura. “I wish I had some remembrance to leave each of the boys, but you know I have nothing of value. If they should want anything that belonged to me, give it to them. The two watches, Lucie’s and mine, I would leave to Johnnie’s two girls if I thought they would wear them, but supposing they have watches of later date, you can do with them what you think best. “I want you to destroy all my letters without reading them, as I have not had an opportunity to do it. “God only knows how hard it has been to be separated from those I love all these precious months, but I suppose it was one of my crosses. “May God bless and keep you to the end and then gather us all together around His throne in Heaven, is the prayer of your “Loving Sister, “Nannie E. Boswell.” After Mrs. Burgess had. read the letter, John L. Boswell demanded the immediate payment of the $1,000, and she told him that she would give it to him as soon as she could straighten up her affairs.

He was staying with-her at her apartment, and she states that she was unwell and completely “broken down” by attentions to her sister during her last illness; that his demands for the money became each day more urgent and threatening, and that she finally determined to go to her mother-in-law’s., in Roland Park. She testified that on the 6th of November, while she was at her mother-in-law’s, she received a telephone call from her brother, Thomas T. Boswell, and had the following conversation with him: “He said, ‘This is Tommy.’ I said, ‘How do, Tommy; how are you.’ He said, ‘I am well; how are you.’ I said, ‘I am sick.’ He said, ‘Johnny is in my office and is down to read me that letter of Nannie’s asking you to give him a thousand dollars; now, what about it.’ I said, ‘I have told Johnny I would give him the thousand dollars.’ H’e 673 said, ‘He wants it now.’ I said, ‘I can’t give it to him now; I told him I would give it to him when I straightened out my affairs.’ He said, ‘He is not going -to hang around here until you choose to give it to him.’ I said, ‘That is all I can do.’ He said, ‘Is there anything I can do?’ I said, ‘I have told Johnny he would get it.’ He said, ‘Don’t you give me any of that talk, you are just attempting to- keep from giving him that money, and if you don’t give it to him right away I am going to see Mr. Tippett at once and I am going to break this will and have the estate divided into four equal parts.’ I had to think for a moment to think there were four of ns. There were seven of us with my mother and father not so long ago, and when he said that, I knew it was no use to argue with him, and certainly could not do it over the ’phone. I said, ‘You can’t talk to me like that’ and I hung up.” She further testified that she was unwell and broken down by having to look after her sister, as she was the only one to do it, and that she stayed at her mother-in-law’s until she had partly recovered and thought John had gone home, and that as soon as .she felt that she could talk to> a lawyer she went down town to consult counsel; that she was finally advised to see Mr. Raymond S. Williams, and he directed her to take her sister’s will, which had been executed a number of years before and left in her possession, to the orphans’ court, which she did on November 15th, 1920.

Prior to the filing of the will, Mrs. Burgess had received two letters from Mr. Tippett, the first of which was dated November 8th, 1920, and informed her that John L. Boswell had been in to see him about her sister’s estate, and requested her to call to see him at 3.30 p. m. November 9th. The second was dated November 12th, and stated that he had written her an important note on the 8th and received no response, and that it was important for her to see him “tomorrow, mlhout fail.” She also received another letter from Mr. Tippett, dated November 15th, calling her attention to the fact that she had paid no attention to his previous letters, and telling her that letters 674 of administration had been granted on her sister’s estate, and directing her to call at his office and turn over all papers, &e., belonging to the estate. In the meantime, to' wit, on the morning of November 9th, Thomas T. Boswell appeared in the orphans’ court with Mr. Tippett and applied for letters of administration on Miss Boswell’s estate, and letters were granted to him that day.

On the 29th of November notice of the caveat to the will was filed. On the 27th of January, 1923, no caveat having been filed, Mrs. Burgess' filed in the orphans’ court a petition alleging; in substance that Thomas T. Boswell knew, before he applied for1 letters of administration, of the existence of the will; that he intentionally refrained from notifying her of his intention to apply for letters of administration, that he failed to inform the orphans’ court of the facts in his possession, and misrepresented the facts to the court, and praying that the letters of administration granted to him be revoked. Thomas T. Boswell answered the petition, denying that Miss Boswell left a will, that he knew of the existence of the alleged will, or that he intentionally refrained from notifying the petitioner of his intention to apply for letters of administration, and alleging that from his conversation with his sister prior to heir death ho was led to believe that she died intestate, and that letters of administration were applied for by him in good faith and ■without any misrepresentation on his part. The evidence to which we have referred was taken at the hearing of the petition.

Mr. Boswell’s version of the telephone conversation with Mrs. Burgess on the 6th of November differs from hers in one important particular, namely, in respect to a reference to the will. He states positively that he did not refer to a will, and that he did not know there was a paper purporting to be the will of the decedent, but he admits that his brother was in his office at the time and read to him a letter from Miss Boswell requesting Mrs. Burgess to give him $1,000; that he told Mrs. Burgess that, and said to her that if she didn’t give John the money at once he would let him go to Mr. Tippett, and that then the matter would 675 he tied up indefinitely. When asked on cross-examination why Mrs. Burgess was expected to give John $1,000, and why he, “a wealthy and prosperous man,” didn’t give it to John, he replied that that was the last request of his sister, and when asked if Mrs. Burgess was expected to give it out of her own pocket, he replied: “Mrs. Burgess had the whole estate, she had everything, and it was nothing hut bonds and she had the whole thing. More than likely if she had given him the $1,000 I am quite sure that there never would have been any court matter about it.

I knew it would have been settled. On my suggestion my brother in Buffalo would have been satisfied for her to have had the balance.” When asked if he did not know that the estate had to- “go through the orphans’ court,” he said that he did not know that that was so with every estate, and when asked where the $1,000 was “to come from, from Mrs. Burgess or from the estate-,” he replied, “I suppose from the proceeds, of what she held belonging to her sister.” Mr. Boswell further testified to certain conversations he liad with Miss Boswell during the summer of 1920, which, he said, led him to believe that she had not made a will; that the reason he took out letters on the morning of the 9th of Efovember was that he was going away that afternoon and was advised by John’s attorney to go over and take out letters1, and that he told the orphans’ court that his sister had died intestate. On cross-examination he said further that he did not, before applying for letters, make any investigation of Miss Boswell’s “effects” to find out if she had left a will, that ho did not know whether he told the orphans^ court that he had not investigated the matter, and that he did not inform the court of the fact that she had lived for nine year’s with her sister, Mrs. Burgess, and that Mrs. Burgess knew about her affairs. The will which was filed in the orphans’ court, and offered in evidence at the hearing of the appellant’s petition, is as follows: ' , 676 “I, Nannie R. Boswell, being

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