Testator and Anna Zelinksi, whose married name was Anna
Marie Covert Hannan, were married in 1981 and divorced in 2001. They had no
children. During the marriage, Testator executed a Will, which provided in
pertinent part:
ITEM FOUR: Should my Wife, ANNA MARIE COVERT HANNAN, and
myself die together by accident or otherwise, the estate is to be handled by
LYDIA ELIZABETH COVERT FRIEDMAN and KEVIN HANNAN. All real and personal
property, except jewelry belonging to my Wife and myself be liquidated and
proceeds there of [sic] be divided equally between my surviving immediate family
members and those surving [sic] immediate family members of my Wife: JEROME B.
HANNAN, KEVIN HANNAN, MICHAEL HANNAN, KATHLEEN HANNAN and DANIEL HANNAN, LYDIA
ELIZABETH COVERT FRIEDMAN, PATRICIA JO COVERT TOLLEY, BARBARA JANE COVERT, GENIA
LOUISE COVERT, AND KELLEY ANN FRIEDMAN (said KELLEY is to share her part with
her sister KIMBERLY BETH FRIEDMAN).
After divorce, Testator's Will was unchanged and ultimately
probated upon his death. Testator's brother, Jerome Hannan, was appointed
Personal Representative. In 2007, the Orphans' Court for Baltimore City
concluded that the Item Four would only take effect if Testator and his
ex-spouse died simultaneously and ordered that the Will not be admitted to
probate. Jerome Hannan as Personal Representative for the Estate, and named
family members of the ex-spouse, appealed to the Circuit Court for Baltimore
City.
The Circuit Court determined that Item Four was a residuary
clause and therefore, Testator died testate. The Will was interpreted as a whole
and determined that the provisions relating to the immediately family of the
ex-spouse could not be fulfilled. The family members appealed, and the Court of
Appeals determined whether Item Four of the Will survived Testator's divorce.
The MD. CODE ANN., EST. & TRUSTS § 4-105 sets for
circumstances under which a will may be revoked. Subsection (4) states:
Divorce or annulment. – By an absolute divorce of a testator
and his spouse or the annulment of the marriage, either of which occurs
subsequent to the execution of the testator's will; and all provisions in the
will relating to the spouse, and only those provisions, shall be revoked unless
otherwise provided in the will or decree.
(emphasis added). Hannan argued that "relating to" provides
the section a broad application, capturing bequests to the family members of the
ex-spouse. On the other hand, Friedman argued that "relating to" receives a
strictly narrow interpretation and only revokes bequests directly to the
ex-spouse.
The Court looked to case law construing "relating to" in
various contexts, including cases dealing with the rules of evidence, employment
compensation cases, and questions of government agency relationships. The Court
held "relating to" is a broad term, and does not limit a court's application of
the section to bequests made directly to an ex-spouse or for the benefit of the
ex-spouse. Rather, a bequest "relating to the spouse" may encompass other gifts,
including those made to the ex-spouse's family.
The paramount concern is effectuating the testator's intent
and to accomplish that, the Court may consider the relationships between the
testator and the beneficiaries. In this case, the Testator did not maintain an
independent relationship with the ex-spouse's family members and did not know
them prior to his marriage. The Court concluded the Testator likely would not
have included them in the Will had the marriage not occurred.
Accordingly, the Court held that § 4-105(4) shall receive
broad application. Its effects are not limited to bequests direct to a spouse
and the decision of whether a particular provision is one "relating to" a former
spouse is a question of fact for the trial court. The Court held Item Four's
bequests relating to the Testator's ex-spouse and the ex-spouse's family members
were void.