Carson v. Simmons

96 S.E.2d 800, 198 Va. 854, 1957 Va. LEXIS 148
CourtSupreme Court of Virginia
DecidedMarch 11, 1957
DocketRecord 4623
StatusPublished
Cited by11 cases

This text of 96 S.E.2d 800 (Carson v. Simmons) 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
Carson v. Simmons, 96 S.E.2d 800, 198 Va. 854, 1957 Va. LEXIS 148 (Va. 1957).

Opinion

Snead, J.,

delivered the opinion of the court.

June Simmons, appellee, filed her bill of complaint on February 19, 1954, in which she prayed, inter alia, that premises 218 North Street, Portsmouth, Virginia, be partitioned in one of the methods prescribed by law. Appellants filed timely answers thereto in which they asserted that the prayer of the complainant’s bill should be denied and requested the court to construe the will of her father, Joseph P. Gillerlain, to ascertain whether or not the property in question is subject to the provision that it could not be sold until the youngest child of his daughters, Catherine Carson and June Simmons, becomes sixteen years of age. The court referred the matter to R. Winston Bain, one of the commissioners of the court, directing the usual inquiries.

Joseph P. Gillerlain, hereinafter called testator, resided at 218 North Street, Portsmouth, Virginia, at the time of his death, which occurred on December 1, 1953. He was the fee simple owner of said premises, subject to a mortgage of approximately four thousand dollars. The residence is a four story building, including the basement, and badly in need of repairs. The testator occupied the basement floor. His daughter, June Simmons, the appellee, together with her husband and two minor children, occupied the second floor. Catherine Carson, another daughter, who is one of the appellants, together with her husband and four minor children lived on the third or top floor. The first floor was vacant and had not been leased up to the time of conn mencement of this suit. The youngest child of the daughters was born on June 25, 1953.

On September 4, 1953, the testator executed his last will and testament. It was drawn by a local attorney and upon Gillerlain’s death it was admitted to probate and recorded in the clerk’s office of the Court of Hustings for the City of Portsmouth, Virginia, in Will Book 9, at page 381.

The will follows:

*856 “KNOW ALL MEN BY THESE PRESENTS: That I, Joseph P. Gillerlain, of the City of Portsmouth, Virginia, being of sound and disposing mind, do make and declare this to be my last will and testament, as follows:
“1. I direct my Executors hereinafter named, to sell at private sale for the best price obtainable my house and lot number 327 Lincoln Street, in the City of Portsmouth, Virginia, fronting on the south side of Lincoln Street, between Third and Fourth Streets, and out of the proceeds of sale, to pay all my just debts, including liens on any other property, my funeral expenses, taxes and other charges against my estate.
“2. I give and devise to my two daughters, Catherine Carson and June Simmons, my house and lot number 218 North Street, in the City of Portsmouth, Virginia, fronting on the north side of North Street, between Crawford and Middle Streets, with the understanding that each of my said daughters will occupy one of the apartments and rent the other apartment and use the rent for the upkeep of the property until the youngest child of said daughters reaches the age of sixteen years, that is the youngest child now living. (Emphasis added.)
“3. I give and devise my house and lot number 1109 Hillside Avenue, in the City of Norfolk, Virginia, at or near Ocean View, to my daughter, Nellie Harrison, with the understanding that she pay to each of my children, Joseph D. Gillerlain, Frank Gillerlain, Virginia Baíemore and Leo N. Gillerlain the sum of six Hundred Dollars ($600.00), such sums to be a charge on the property. (Emphasis added).
“4. I give and bequeath to my daughters, Catherine Carson and June Simmons, all furniture on the property number 218 North Street.
“5. All the rest, residue and remainder of my estate, including any money left from the sale of the property 327 Lincoln Street, I give to my seven children, Joseph D. Gillerlain, Frank Gillerlain, Virginia Bazemore, Leo N. Gillerlain, Nellie Harrison, Catherine Carson and June Simmons, in equal shares.
“6. I nominate and appoint Leo N. Gillerlain and Catherine Carson as Executor and Executrix of my estate and I empower them to sell the real estate number 327 Lincoln Street and I request the court to allow them to qualify without security.
“Given under my hand and seal this fourth day of September, 1953.
JOSEPHP. GILLERLAIN (seal)” •

*857 After taking the evidence of the parties, the commissioner reported that the provision in Clause 2 of the testator’s will, which is as' follows: “* * * with the understanding that each of my said daughters will occupy one of the apartments and rent the other apartment and use the rent for the upkeep of the property until the youngest child of said daughters reaches the age of sixteen years, that is the youngest child now living,” was a limitation on enjoyment and is in restraint of alienation and to hold the provision mandatory would place an undue hardship on the devisees and be contrary to public policy. He also decided that the words “with the understanding” were not mandatory but were precatory words which did not create a trust or provide for forfeiture of the property in the event of non-compliance with the terms; that June Simmons and Catherine Carson were the fee simple owners of the property which was the subject matter of the suit, each owning an undivided one-half interest therein, and that the property was subject to partition.

The appellants filed exceptions to the commissioner’s report. The exceptions were overruled by the court and the report was confirmed, to which action of the court the appellants excepted.

Appellants contend that the language of Clause 2 creates a spendthrift trust as permitted by § 55-19, Code 1950, and thus prevents partition or sale of the property until the youngest child of Catherine Carson or June Simmons, living at the time of testator’s death, attains the age of sixteen, and appellants concede that their case stands or falls on this issue.

In order to determine the testator’s intent, we must look to the four corners of his will. The appellants introduced evidence before the commissioner, over the objection of appellee, to show the testator’s intention as expressed by him on several occasions. We do not consider that evidence now. The statements relied upon are vague and indefinite. In any event such evidence was inadmissible. In Smith v. Baptist Orphanage, 194 Va. 901, 903, 75 S. E. 2d, 491, Mr. Justice Buchanan, speaking for the court said “Where there is necessity for interpretation, extrinsic evidence of what is called the facts and circumstances, i. e., facts that concern the testator, his property, his family, the claimants under the will, their relation to the testator, and like matters, may be introduced; but there is only one situation in which evidence of the testator’s declarations of intention may be admitted, and that is where the will described equally well two or *858

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Bluebook (online)
96 S.E.2d 800, 198 Va. 854, 1957 Va. LEXIS 148, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carson-v-simmons-va-1957.