Blake v. Blake

115 S.E. 794, 92 W. Va. 663, 1923 W. Va. LEXIS 7
CourtWest Virginia Supreme Court
DecidedJanuary 23, 1923
StatusPublished
Cited by4 cases

This text of 115 S.E. 794 (Blake v. Blake) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Blake v. Blake, 115 S.E. 794, 92 W. Va. 663, 1923 W. Va. LEXIS 7 (W. Va. 1923).

Opinion

MeRedith, Judge:

Plaintiff, who is the widow of Thomas Blake, deceased, and a residuary legatee under his will, brought this suit against the decedent’s administrator with the will annexed and his four children, who are the remaining devisees and legatees under the will, to recover the legacy bequeathed to her. A demurrer to the bill was overruled. Defendants filed a joint and separate answer; the cause was heard on bill and answer and the court decreed in favor of plaintiff. The defendants appealed.

[665]*665All persons interested are made parties. The bill shows that Thomas Blake died in January, 1919, leaving surviving, the plaintiff, his widow, and the four defendants, who are the children of decedent and plaintiff; that he disposed of all of his property by will; that,the executor named in the will refusing to qualify, decedent’s son, Thomas Encil Blake, qualified as administrator with the will annexed; that the personal estate of the testator was appraised at $11,382.53, and the administrator has paid all lawful claims against the estate and duly settled his accounts, which settlement was approved and confirmed by the county court, showing a balance in his hands of $9,734.21, which plaintiff claims under the residuary clause of the will. Copies of the will, appraisement and settlement are filed with the bill as exhibits. The real purpose of the bill is to obtain the personal estate in the hands of the administrator, though it asks that plaintiff “may have the advice and protection” of the court in giving a construction to the provision of the will in favor of plaintiff, which is specifically set out. While the bill is framed on the theory that the court may take jurisdiction for the purpose of construing the will, yet that is only incidental to the real relief asked. She avers that there is a controversy between her and the administrator as to the meaning of the residuary clause, but the controversy, without more, would not give jurisdiction. Collison v. Bright, 85 W. Va. 700, 102 S. E. 675. But she does not stop by merely stating the matter in controversy. She asks, not only to have the will construed, but that a decree may be entered requiring the administrator to carry out the terms, trusts and provisions therein in her favor so that she may receive the legacy and support due her under the will, and that she may have general relief. While her right to the legacy is stated hesitatingly rather than boldly, yet when the bill is. analyzed, it asserts that she has a right to the possession and use thereof and claims it absolutely. Now, regardless of any doubt in a will, a legatee has a right to sue in equity for his legacy if he has present right to payment. “Legatees and distributees, either alone or jointly, may maintain a suit for the payment of [666]*666legacies or the distributable shares due them from the estate of a decedent.” Carlin’s Hogg’s Equity Procedure, Sec. 72; Rexroad v. McQuain, 24 W. Va. 32; Woodyard v. Buffington, 23 W. Va. 195; Currence v. Daniels, 5 W. Va. 418. So, if under the terms of the will the plaintiff is entitled to the personal estate in the administrator’s hands, she has a right to maintain this suit.

The testator in the first clause directed that all his just debts and funeral expenses be fully paid. By the second and last clause he gave a farm to each of his children in fee. Then follows the following provision: “I also bequeath and devise to my beloved wife Huida A. Blake all of my property both real and personal situated in the village of Rosby’s Rock, consisting in houses and lots and household goods to have and to hold to her during her natural lifetime and at her demise I direct that the real estate in Rosby’s Rock shall be sold and the proceeds thereof be divided equally between my three daughters, and the household goods be equally distributed among my four children, three daughters and one son. I further give and bequeath to my wife Huida A. Blake all the resadue of my personal property consisting in money credits or bonds, to have and to hold to her for her own individual use during her lifetime, and at her demise after paying all Tie just d^bts and funeral expenses the resadue, if any, be left to be equally divided among my four children, it is also my will that my daughters Jennie D. Bonar, Sarah F. Lancaster and May A. Gorby each pay to my wife Huida A. Blake the sum of Fifty ($50) dollars per year and my son Thomas E. Blake pay her Sixty ($60) dollars per year during her natural lifetime as an annuity or rental for Her dower interest in the farms hereby devised to them these Sums to be paid 'to her my said wife in addition to the property left to her in the village of Rosbys Rock W. Va.”

There is no controversy about the property in Rosby’s Rock. The controversy relates solely to the personal estate in the administrator’s hands, consisting of moneys, notes and bonds. Plaintiff claims that this personal estate under the will is hers, or if not hers absolutely, that she has the right [667]*667to possess and use it as her own, consume it if she will, without any interference hy the administrator or her children; the defendants claim that she has but a life-estate in it, and can use no more than the income therefrom; that she is not entitled to the possession and control of it, hut that it should remain in the possession and control of the administrator, who is willing to pay her the income. There is no dispute as to the identity of the property. It is the residue (resadue) of the testator’s personal estate. By his will the testator gave it to his wife “to have and to hold to her for her own individual use during her lifetime, and at her demise after paying all he just debts and funeral expenses the resadue if any be left to be equally divided among my four children. ” We think the word “he” means “her,” — “her just debts and funeral expenses” rather than “the just debts and funeral expenses” as suggested by defendants’ counsel. Whose just debts and funeral expenses are so to be paid! Not the testator’s; they are to be paid as directed in the first clause of his will; there is no “resadue” until the testator’s debts and funeral expenses are paid. Clearly the provision refers to the debts and funeral expenses of his wife, and this would be so if the word “he” were interpreted “the” instead of “her”, as contended by counsel for defendants. He gives her, after the payment of his own debts and funeral expenses, which under the law must first be- paid out of his personal estate, the residue of his personal property. He says nothing about income from it. He says “all the resadue of my personal property, consisting in money credits or bonds.” And for what purposes ? For her own individual use, during her lifetime. Is this use to be determined by the administrator! No. It is.left to her for her use and for her to say how she will use it; and there is not a word said about income, but the residue of his personal property, his money, credits and bonds, — the property itself, — is given to her, for her individual use. Defendants contend that the income from the personal estate, taken together with plaintiff’s income from the real estate devised her, the annuities to be paid her by her children, and a pension she receives from the Federal [668]*668Government, is sufficient for ber maintenance. That may be so, but the will does not say anything about support or maintenance. The fact that she might be entitled to a pension, as the widow of a Civil War veteran may have been known by the testator, but he does not mention it in his will.

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Cite This Page — Counsel Stack

Bluebook (online)
115 S.E. 794, 92 W. Va. 663, 1923 W. Va. LEXIS 7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blake-v-blake-wva-1923.