Bedinger v. Wharton

27 Va. 857
CourtSupreme Court of Virginia
DecidedNovember 23, 1876
StatusPublished

This text of 27 Va. 857 (Bedinger v. Wharton) 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
Bedinger v. Wharton, 27 Va. 857 (Va. 1876).

Opinion

Moncure, P.,

delivered the opinion of the court.

The court is of opinion that by the seventh clause of the will of William Wharton, deceased, the residuum [862]*862of his estate is given to Joseph J. Halsey in trust for the separate use of his daughter, Gabriella D., during her life; and that John S. Wharton, with whom she afterwards intermarried, acquired by such intermarriage no beneficial interest in the said estate. Though an infant of tender years at the time of her father’s death, and though when he made his will he had no particular marriage of his said daughter in contemplation, yet it was competent for him to give property to her for her separate use, in contemplation of her future marriage generally, the effect of which gift would be, that she would be entitled to a separate use in such ■property during the existence of any future married state into which she might enter. Whether he made such a gift to her of the residuum of his estate, by the seventh clause of his will, is a question of intention, depending upon the true construction of the will. Thé intention to create such an estate is generally plainly expressed by appropriate words. But frequently it must be ascertained by construction, especially where the instrument on which the question arises, as in this case, is a will. The seventh clause of the will in this ease is in these words:

“ Seventhly. All the residue of my estate, real and personal, I hereby devise and bequeath to Joseph J. Halsey, to hold the same in trust for the sole use and benefit of my daughter Gabriella, and to manage the same for her, giving to her the rents, hires, issues and profits thereof during the term of her natural life, with power in the said trustee and the said Gabriella, by their joint consent and act, to sell such portions of the estate for the convenience of management as may be desirable or beneficial to my said daughter; the proceeds arising from such sales to be invested as the said trustee and my daughter Gabriella shall jointly deter[863]*863mine, and be held in trust by my said trustee for the sole use and benefit of my said daughter Gabriella during the term of her natural life, and after her death to be divided equally amongst her children living at the date of her decease, and the representatives of such as may die leaving children; and in the event of my said daughter^ dying unmarried, or having been married,.without leaving children living at the time of her death, then my will is, that my estate, subject to the provisions and legacies hereinbefore made for my wife and others, shall pass and go to. such persons, and in such proportions and-manner as my said daughter Gabriella shall, by her will duly executed, appoint; and in the event of my said daughter’s decease without children and without leaving a will, then that my estate shall be equally divided between the children of my brothers, share and share alike.”

The testator died shortly after the date of his will, which was on 16th day of July 1858. The will was recorded August 16th, 1858. He had but one child, the said Gabriella D., who was born on the 20th day of May 1844, and was therefore only a few months over fourteen years of age when her father died. She was the chief object of his bounty, the other objects being his wife, mother, brother and sister, who were provided for by prior clauses of his will. By the 8th and last clause, he nominated William J. Wharton, Joseph J. Halsey, and John Wharton his executors, and they duly qualified as such. The widow of the testator died in 1859; and about a week thereafter, to-wit in July 1859, their daughter, the said Gabriella, intermarried with John S. Wharton. They were married in Washington city. Joseph J. Halsey, the trustee named in the residuary clause of the will aforesaid, accepted and undertook the trust thereby reposed in him, and [864]*864continued to act as such trustee until the 2nd day of November 1863; when by a decree of the circuit court of Culpeper county, made in a suit brought by the said Gabriella D. Wharton against the said Joseph J. Halsey trustee, &c., and John S. Wharton, the said Halsey was released from the trusteeship aforesaid, and the said John S. Wharton was “appointed trustee in the place and stead of the said Joseph J. Halsey, to hold in trust for the sole and separate use and benefit of the plaintiff Gabriella D. Wharton, all of the estate bequeathed and devised for her benefit and use, with such rights and powers over, and subject to such responsibility concerning the samé, as the said Joseph J. Halsey bad, or was subject to, by virtue of the said will; but this decree,” it was further declared, “shall be suspended and of no effect, unless and until the said John S. Wharton shall, before the court or before the clerk thereof in his office, execute bond with good security, in a penalty of $26,000, payable to the commonwealth of Virginia, and conditioned for the faithful performance of his duties as such trustee.”

John S. Wharton complied with the condition of the said decree by executing bond with security as thereby required; and afterwards, to-wit: on the 16th day of September 1864, acting as such substituted trustee, sold and conveyed a large and valuable portion of the trust subject to-wit: 568J acres of land, to the appellant E. W. Bedinger, for $56,805 in confederate money. It is stated in the deed that it is, “between John S. Wharton in his own right, as husband of Gabriella D. Wharton, as trustee of his said wife, by virtue of an-appointment by the circuit court of chancery of Culpeper county, Virginia, by decree entered on the 2nd day of November 1863, and Gabriella D. Wharton his wife, both of Richmond city, Virginia, of the first part, [865]*865and Everett W. Bedinger, of Orange county, Virginia, of the second part;” and that it “witnesseth, that in order that the estate of Vm. Wharton, dec’d, devised by him unto his daughter, the said Gabriella D. Wharton, may be more conveniently and profitably managed for the sole use and benefit of the said devisee, Gabriella D. Wharton, and in consideration of the sum of” money aforesaid to them in hand paid by the said purchaser, the said parties of the first part convey to him by the said deed, with general warranty, the tract of land aforesaid.

By the 7th clause of the testator’s will, the residuum of his estate is given to a trustee “for the sole use and benefit” of his daughter. While these are not the most appropriate words for creating a separate estate, and while the word “separate” would have been more appropriate for that purpose, and would have left no room for doubt as to the intention of the testator, yet there are cases in which it has been held that the words “for the sole use and benefit,” especially when used in connection with the appointment of a trustee to hold for that purpose, are sufficient to create a separate estate. 2 Story’s Eq. § 1882; Nixon v. Rose, 12 Gratt. 425, and cases there cited.

But it is unnecessary to decide in this case what would have been the effect if these words only had been used in connection with the appointment of a trustee, and whether they would have sufficiently indicated an intention to create a separate estate. It is very clear that wre may look at the whole residuary clause to ascertain whether such an intention is thereby sufficiently indicated; and if so, effect will be given to the intention, just as much as if a separate estate had been expressly given, in the most direct and appro[866]*866priate terms. R., 471. Id; and Prout v. Roby, 15 Wall. U. S.

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Related

Nixon v. Rose
12 Gratt. 425 (Supreme Court of Virginia, 1855)
Mustard v. Wohlford's heirs
15 Gratt. 329 (Supreme Court of Virginia, 1859)

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Bluebook (online)
27 Va. 857, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bedinger-v-wharton-va-1876.