Bruceton Bank v. Alexander

98 S.E. 804, 83 W. Va. 573, 1919 W. Va. LEXIS 203
CourtWest Virginia Supreme Court
DecidedMarch 11, 1919
StatusPublished
Cited by3 cases

This text of 98 S.E. 804 (Bruceton Bank v. Alexander) 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
Bruceton Bank v. Alexander, 98 S.E. 804, 83 W. Va. 573, 1919 W. Va. LEXIS 203 (W. Va. 1919).

Opinion

I/snch, Judge:

John Alexander, appellant here, seeks by this appeal to reverse the decree in a judgment creditors’ suit subjecting to sale the life estate jointly vested in him and his son Dwight by the will of Elisa Alexander to satisfy the liens of the plaintiff and others against him. The appellant was the husband of Elisa Alexander, who died testate March 17, 1916, the material provisions of whose will are: “To Samuel John Alexander (and) Dwight Ingram Alexander I give possession, use and profit of all I die possessed of every kind and wheresoever placed — excepting thirty-five hundred dollars due me by David Lavie, 182 Beverly Street, Toronto, Canada — to share and share alike as long as both shall live. If Dwight Alexander is alive at his father’s death, all and everything I give to him absolutely and unconditionally. If Dwight Alexander is dead át his father’s death, absolutely all and everything is to be divided equally between the children of my sister, Emily Kaekbam, * Thus the testatrix devised to her husband and their son jointly all her property, except $3;500 which by another clause she bequeathed to the son absolutely.

This language, appellant sayrs,' imports the creation of a spendthrift trust to provide for an aged and indigent husband, and that as such it is beyond the reach of his creditors. The power of a testator to create such an equitable life estate by express devise with restraints upon its alienation, voluntary or involuntary, was settled in this state in Guernsey v. Lazear, 51 W. Va. 328, and later still further broadened in [575]*575Hoffman v. Beltzhoover, 71 W. Va. 72. For in the latter case, point .2 of the syllabus, it is said: ££To create a spendthrift trust it is not essential that the instrument should denominate the beneficiary a spendthrift, or give reasons for creating the trust, or contain all restrictions and qualifications incident to such trust, or contain an express declaration that the interest of the cestui que trust in the trust estate shall be beyond the reach of creditors, if the intention of the testator or donor to create such a trust is clearly disclosed by the instrument as a whole.”

But it has been held that, though a grantor or devisor may impose such restraints upon equitable life estates, he cannot restrain the alienation, voluntary or involuntary, of a legal life estate. A spendthrift trust is an equitable, not a legal, interest or estate. Kerns v. Carr, 82 W. Va. 78, 95 S. E. 606. The estate created by the will of Mrs. Alexander is purely legal. The devise was direct and personal. Between the testatrix and the devisees there is no intermediary; no one named or designated to hold the property for them, thus vesting in them an equitable interest, as in Guernsey v. Lazear and Hoffman v. Beltzhoover, supra. The estate is the possession of the lands of the testatrix for the joint lives of the husband and son, with remainder over.

As further evincing the unsubstantial character of the contention of the appellant, even if the will had created an equitable interest in his favor, the total absence of language indicating an intention to place it beyond the reach of creditors must be noted. To create a spendthrift trust the intention either must be expressed clearly, as in Guernsey v. Lazear, or, as in Hoffman v. Beltzhoover, clearly disclosed by the instrument read as a -whole. Here there is nothing to show such an intention; no language from which to infer that the alienation, voluntary or involuntary, of the life estates was .restrained. The will involved in the Hoffman ease provided that the property should be “for the sole use and support, and for no other purpose, of James William Kerney during the term of his natural life,” and that language, it was held, was sufficient to disclose an intention to bar creditors. There is no such language here.

[576]*576It may also be urged by John Alexander that, since he failed to renounce the will providing for him, as apparently required by section 11, eh. 78, Code, he takes no more of the estate than was given him by that instrument, namely, a life interest in one-half, and, therefore, that the court below’ erred in holding that regardless of the will defendant had a life interest by curtesy in the whole of the real estate which was liable to be sold for his debts. Section 11 provides: “When any provision for a wdfe is made in the hsuband’s will, she may, within one year from the time of the admission of the will to probate, renounce such provision. * * * If such renunciation be made, or if no provision be made for her in the will, she shall have such share, of her husband’s real and personal estate as she would have had if he had died intestate, leaving children; otherwise she shall have no more thereof than is given her by the will. A husband may in like manner renounce a provision made for him in the will of his wife, and in such case, or if no provision for him be made in the will, he shall have such share of his wife’s estate, real and personal, as he would have had if she had died intestate leaving children; otherwise he shall have no more thereof than is given him by the will. ’ ’

With respect to a widow’s dower, that statute has been construed to mean that the failure of a widow to renounce the will of her husband, which makes provision for her, does not bar her dower unless it clearly appears from the true construction of the will, and the attendant facts proper to be considered in connection with it, that the provision in her behalf was intended by the testator to be in lieu of dow-er; and if it does not so appear, then she may consistently take both dower and the benefit derivable from the provision of the will. Cunningham v. Cunningham, 30 W. Va. 599; Sperry v. Swiger, 54 W. Va. 283; Miller v. Miller. 76 W. Va. 352.

In like manner it has been held that the husband is entitled, without renouncing the will, to take under it without impairing his marital right to curtesy, but with this distinguishing feature, that, unlike the widow’s dower, the curtesy of the husband will nót be barred by failure to re-[577]*577n ounce a provision for him in the will, even when expressed to be in lien of curtesy. Cunningham v. Cunningham, supra. Such bar, it is said, can be made effective only by agreement between husband and wife inter vivos, by which the wife delivers to the husband an estate which he agrees to accept in lieu of his curtesy, not by a provision in her will to that effect.

The court reached that result in the case cited by construing section 11, cb. 78, Code, in connection with sections; 4 and 16, ch. 65, Code, which are: Section 4: “If any estate, real or personal, intended to be in lieu 'of her dower, shall be-conveyed or devised for the jointure of the wife, such conveyance or devise-shall bar her dower of the real estate or the residue thereof.” Section 16: “If any estate, real or personal, be delivered by the wife to the husband in lieu of his-curtesy, and he accept the same, he shall be barred of his curtesy in the residue thereof.”

Section 4, as construed in Cunningham v. Cunningham, supra, provides for a conveyance or devise of the husband’s, estate, real or personal, in lieu of the widow’s dower, thus enabling him to bar the dower of his wife, or, at least, compel her to elect, under section 11, ch.

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Bluebook (online)
98 S.E. 804, 83 W. Va. 573, 1919 W. Va. LEXIS 203, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bruceton-bank-v-alexander-wva-1919.