Brookover v. Grimm

190 S.E. 697, 118 W. Va. 227, 1937 W. Va. LEXIS 9
CourtWest Virginia Supreme Court
DecidedFebruary 9, 1937
Docket8430
StatusPublished
Cited by24 cases

This text of 190 S.E. 697 (Brookover v. Grimm) 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
Brookover v. Grimm, 190 S.E. 697, 118 W. Va. 227, 1937 W. Va. LEXIS 9 (W. Va. 1937).

Opinions

Maxwell, Judge:

The primary purpose of this suit is for construction of Items IV, V, VI and VII of the last will of Samuel L. Morgan, deceased. When the case was here on first ap *229 peal, we held that the trial court had erred in sustaining a demurrer to the bill and dismissing the same out of court, it appearing that certain paragraphs of the will are ambiguous, and that, under Code 1981, 41-3-7, the plaintiff was entitled to a judicial interpretation thereof. We reinstated the cause and remanded it to the trial court for construction of the testamentary paragraphs involved. Brookover v. Grimm, 114 W. Va. 701, 174 S. E. 567. We were of opinion that “ambiguity”, within the meaning of said statute, is a testamentary provision capable of being understood in either of two or more possible senses, and is inclusive both of provisions which may be construed from the context alone, and of those requiring parol evidence for elucidation. We considered this matter in the former, not the latter, sense.

The plaintiff, W. S. Brookover, was the father of Paul Brookover, now deceased, who was a devisee and legatee under the Samuel L, Morgan will. When the testator died, July 12, 1923, Paul was of the age thirteen. In November, 1923, W. S. Brookover was appointed Paul’s guardian. The plaintiff sues as such guardian and in his individual capacity. The matter of settlement of the accounts of the guardian is the secondary matter involved. Paul Brook-over died February 24, 1928, age eighteen, intestate, unmarried and without issue, leaving his father surviving him as his sole heir at law.

It is the position of the plaintiff that the several devises to Paul Brookover, under Items IV, V and VI of the Samuel L. Morgan will, were in fee simple absolute, and that upon Paul’s death, the title to the land so devised to Paul passed by descent to his father as sole heir; and that under the bequest of personal property in Item VII of the will, Paul’s interest was likewise unqualified, and on his death passed under the distribution statute to his father. These contentions are opposed by the defendants. They say that the several devises and the bequest to Paul were all based on the contingencies set forth in the said several items, respectively, and that on his death, the property which had been conditionally de *230 vised and bequeathed to him, passed under the will, to the remaindermen designated therein. The court resolved these contentions against the plaintiff and he appealed. Favorable to the plaintiff, however, the court held that subsequent to the death of Samuel L. Morgan, his devisee and legatee, Paul Brookover, was entitled to the rents and profits of the property which had been given to him under the will, and that as to such emoluments the plaintiff, as” guardian of Paul, was not required to make an accounting to the defendants. To this holding, adverse to them, the defendants cross-assign error.

Samuel L. Morgan was survived by two daughters, Lottie Grimm and Minnie Yoho, by Paul Brookover, his great-grandson, being the grandson of the testator’s deceased daughter, Frances Morgan Martin, and by his grandchildren, sons and daughters of his deceased son, Richard T. Morgan.

By the first Item of his will, the testator provided for the payment of his debts, by the second, he devised certain real estate to his daughter, Minnie Yoho, and the third embraced a devise jointly to his daughter, Lottie B. Grimm, and the heirs of Richard T. Morgan, deceased.

Item IV of the will reads as follows:

“I give unto Paul Brookover, infant, great-grandson, grand-son of Frances Martin, deceased, wife of Ben Martin, of Minnie, West Virginia, the following real estate: Thirty-three and 1-3 (33 1-3) acres, more or less, on the head waters of Turkey Run, purchased from John Chaplin; Seventy-seven (77) acres, more or less, on the south side of Big Fishing Creek and one hundred and Thirty-four (134) acres, more or less, the last two of said tracts purchased from Adam Kuhn. It is my will that the said Ben Martin shall have a life time interest in the real estate devised to the said Paul Brookover.
“If the said Paul Brookover shall die without issue living and leave a widow, then said widow to have a life time interest in said real estate and at her death, it is my will, after the death of the said Ben Martin, that the real estate so devised to the said Paul Brookover shall *231 descend equally to the said Lottie Grimm or her heirs; Minnie Yoho, or her heirs, and the heirs of Richard T. Morgan, deceased.
“I reserve all my rights to the coal, oil and gas within and under said tracts of land.”

Ben Martin, (grandfather of Paul) life tenant under the said item, died in March, 1925. That life tenancy, therefore, is not involved in the juristical problem now presented. The dominant inquiry centers in the language “If the said Paul Brookover shall die without issue living and leave a widow, then said widow to have a life time interest in said real estate and at her death, it is my will, * * * that the real estate so devised to the said Paul Brookover shall descend equally” to the parties named. Technical meaning should not be ascribed to the word “descend” as herein used by the testator. Obviously, it is employed in the sense of “devise” or “pass by devise”. It is true that technical words employed in a will should ordinarily be given their strict meaning, but the rule is not absolute. Where it appears from the context that another meaning was intended, the courts will not apply the technical import. 1 Page on Wills (2d Ed.), section 822; 28 Ruling Case Law, p. 219. If the provisions in respect of the remainder were that it should descend to the de-visee’s heirs as in Trahern v. Woolwine, 109 W. Va. 623, 155 S. E. 909, there would be a strong presumption that the testator employed the word “descend” in its technical meaning, because it is logical that real estate should descend to heirs; but here, the testator provided that the property should “descend” to indicated persons, not heirs of Paul Brookover. This is wholly illogical. He meant, of course, that the property should pass to those persons upon the contingency stated. Evidently, he was not thinking of descent under the statute, but of a passage of the title of the property by devise, as he therein specified.

So, in respect of the limitation under Item IV of the will, leaving out of consideration the Ben Martin life estate, it was the testator’s expressed intention that if Paul Brookover, to whom three parcels of real estate *232 were devised by said article, should die without living issue and leave a widow, the widow should have a life interest in the said tracts of land, and after her death, the property should pass to three groups of persons indicated but undetermined.

In the construction of wills, the testamentary intent is ordinarily controlling. Pack v. Shanklin, 43 W. Va. 304, 27 S. E. 389; Woodbridge v. Woodbridge, 88 W. Va. 187, 106 S. E. 437. The intent shall be determined from what the words express. Hobbs v. Brenneman, 94 W. Va.

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Bluebook (online)
190 S.E. 697, 118 W. Va. 227, 1937 W. Va. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brookover-v-grimm-wva-1937.