Ballard v. Cox

62 S.E.2d 1, 191 Va. 654, 1950 Va. LEXIS 249
CourtSupreme Court of Virginia
DecidedNovember 27, 1950
DocketRecord 3699
StatusPublished
Cited by8 cases

This text of 62 S.E.2d 1 (Ballard v. Cox) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ballard v. Cox, 62 S.E.2d 1, 191 Va. 654, 1950 Va. LEXIS 249 (Va. 1950).

Opinion

Buchanan, J.,

delivered the opinion of the court.

Miss Ballard, the appellant, instituted this suit to establish and probate the will of her sister, Mrs. Cox, which she alleged had been duly executed on November 19, 1947, but had been lost or destroyed. Mrs. Cox had died without issue on March 2, 1948, leaving surviving her husband, Dr. Cox; her sister, Miss Ballard; another sister, Emma Ballard; four children of a deceased sister and one child of a deceased brother. A copy of the alleged will was filed with the bill and it was averred that the original had been delivered to Dr. Cox after his wife’s death, but it had not been offered for probate and he now denied any knowledge of it.

The will sought to be set up gave to Miss Ballard, the appellant, certain personal property, made various other bequests to relatives, to charity and church, constituted Miss Ballard a residuary legatee and appointed her and two others as executors. This was the second clause of the instrument:

“My husband, Percy M. Cox, having released and relinquished all right, title, and interest that he might have in and to my estate, I am disposing of my estate without reference to him, except as in the third paragraph; but my action is not to be taken as indicating any lack of affection for him.”

By the third paragraph she gave to Dr. Cox her automobile and $1,000.

Dr. Cox filed an answer denying that his wife had made a will on November 19, 1947, or that she was competent to do so; and denied that such a will was ever delivered to him or that he ever knew anything about its being executed. *658 He averred that shortly after his wife’s death Miss Ballard handed him a copy of a purported will, which he filed with his answer, but he had no information about its ever being executed. This copy is identical with the copy filed with the bill except its fifth clause gave wearing apparel and jewelry to a niece, while the copy filed with the bill makes Miss Ballard the beneficiary of those gifts. The answer further states that if the writing of November 19, 1947, is declared to be the will of Mrs. Cox, he renounces its provisions and claims his curtesy rights in her estate.

The case was referred to a commissioner who took evidence and then reported, among other things, that the will of November 19, 1947, had been duly executed by Mrs. Cox, who was then of sound mind and that it should be probated as such. The commisioner further reported that a writing made by Dr. Cox, on October 4, 1930, purporting to waive his interest in the tangible personal estate of his wife was invalid because without consideration.

By the decree appealed from exceptions filed both by appellant and appellees were overruled and the commissioner’s report was. confirmed except as to two items not here involved. The court also approved the renunciation of the will by Dr. Cox and decreed that he was entitled to his curtesy rights.

Appellant assigns as error the holding that the release made by Dr. Cox on October 4, 1930, was invalid. Dr. Cox assigns cross-error to establishing and probating the will. We shall deal with the cross-error first.

The defense that Mrs. Cox was incompetent to make a will was abandoned at the hearing. The evidence of competency, as the commissioner found, was overwhelming. The will of November 19, 1947, was prepared and its execution supervised by an attorney who testified in detail as to its preparation and introduced from his files a carbon copy of the will which was executed. The three' attesting witnesses, two doctors and a nurse, testified to the due execution of the original. After its execution, at the direction of the *659 testatrix, the attorney mailed it to Miss Ballard by registered mail the following day. Mrs. Cox was then in a hospital being treated for cancer.

Miss Ballard testified that upon receipt of the executed will she put it in a safety deposit box in a Washington bank, where it remained until the day after Mrs. Cox died; that she then took it out and carried it to her apartment at the request of Dr. Cox, who wanted to see its provisions for funeral arrangements; that Dr. Cox then took the will away and when she asked about it some days later he told her to forget it, that it was in the hands of a lawyer; that two days later Dr. Cox asked her for a copy of the will and she gave him a copy which she had found among the effects of Mrs. Cox at the hospital, and where she also found a will that had been executed by Mrs. Cox in 1935, which she filed with the bill of complaint.

Dr. Cox testified that Miss Ballard never at any time delivered to him any executed will, but that a week or ten days after Mrs. Cox died she did deliver to him the undated and unsigned copy which he had filed with his answer. He also testified that in order to get the small balances on deposit to his wife’s credit in two Washington banks he had Miss.Ballard and her sister, Emma, sign letters to the banks authorizing them to turn these balances over to him. These letters, which were dated April 5, 1948, were also signed by Dr. Cox and stated that the three signers were the heirs at law and next of loin of the decedent and that no will had been found and it was believed that none had been left by the decedent. Miss Ballard testified that she read the letters but did not “remember reading what is in there.”

Whatever the truth of that matter, the evidence clearly and conclusively establishes the execution of the will and its delivery to Miss Ballard, and there is no evidence at all that it was ever again in the possession of Mrs. Cox. When an executed will has been left in the custody of the testator and cannot be found after death there is a presumption of *660 revocation. Jackson v. Hewlett, 114 Va. 573, 77 S. E. 518; Blalock v. Riddick, 186 Va. 284, 293, 42 S. E. (2d) 292, 296. But when due execution is established, and it is shown that the will was not thereafter in the possession of the testator or accessible to him, no presumption of revocation arises on failure to find it. The presumption then is that it was lost and the burden of showing revocation is on him who asserts it. 57 Am. Jur., Wills, sec. 549, p. 378; Anno., 34 A. L. R. at p. 1310; Williams v. Miles, 68 Neb. 463, 94 N. W. 705, 707, 96 N. W. 151.

On her assignment of error the appellant argues that the release of October 4, 1930, was for a valid consideration; that there was no corroboration of the testimony of Dr. Cox on the question of consideration; and that he is estopped by fraud and deceptive conduct from denying the validity of the release. The writing in question is as follows:

“I hereby release and forever relinquish all the right, title and interest I now or may hereafter have in and to any furniture, rugs, statuary, objects of art, bric-a-bric, and other personal property which my wife, Therese Julie Ballard Cox, now possesses and which she has heretofore brought or may hereafter bring into my present home in Washington or any other home I may hereafter provide for her, and I agree that the same may be regarded and considered in law and in fact her sole and separate property, to be sold, donated, bequeathed or otherwise disposed of by her.”

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Bluebook (online)
62 S.E.2d 1, 191 Va. 654, 1950 Va. LEXIS 249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ballard-v-cox-va-1950.