Claiborne v. Wilson

192 S.E. 585, 168 Va. 469, 1937 Va. LEXIS 244
CourtSupreme Court of Virginia
DecidedMarch 11, 1937
StatusPublished
Cited by10 cases

This text of 192 S.E. 585 (Claiborne v. Wilson) 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
Claiborne v. Wilson, 192 S.E. 585, 168 Va. 469, 1937 Va. LEXIS 244 (Va. 1937).

Opinion

*472 Eggleston, J.,

delivered the opinion of the court.

Norman Bowers died in July, 1924, leaving a will containing the clauses material to the litigation:

“The Balance of my home tract, # * * I give to my Daughter, Lucy Wilson, during her life and at her death to my Grand-Son Thomas Wilson (this being approximately eighty acres).

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“It is my wish that the real property coming to my Daughter Lucy Wilson, or to my grand children mentioned shall revert indefinitely to their heirs (being my descendants) Should however there be no direct heirs, then I direct that the property go to the benefit of the three following churches in like amounts, i.e. Old Liberty Church, St. Matthews Church and St. Luke’s Church.”

The following persons interested in the present controversy survived Norman Bowers: Lucy Wilson, his daughter, John B. Wilson, her husband, and Thomas Wilson, the testator’s grandson, the son of John B. and Lucy Wilson.

Sarah Wilson, a granddaughter of the testator, although mentioned elsewhere in the will, is not interested in the present litigation.

Lucy Wilson died in 1926. Thomas Wilson died in 1934, intestate, unmarried, and without issue, leaving his father, John B. Wilson, as his sole heir. Code, section 5264 (as amended by Acts 1923, Ex. Sess., ch. 143).

In a suit brought to construe the said will the trial court held and decreed that under the language just quoted Thomas Wilson took a fee simple title to the property, which, upon his death, passed and descended to his father, John B. Wilson.

From this decree the trustees of the three churches mentioned in the will have taken this appeal. Their principal assignment of error is that the trial court should have decided that under the above clauses of the will the fee simple title to the property is in them and not in the said John B. Wilson.

It is the contention of the appellee, John B. Wilson, upheld by the trial court, that the testator intended that the property should go to Lucy Wilson for life, then to Thomas Wilson, *473 and to such of his heirs as might be the direct lineal descendants of the testator, “indefinitely,” that is, from generation to generation until the last of such direct descendants should pass away, and then, and not until then, should it go to the three named churches.

This gift over to the churches, the appellee says, violates the rule against perpetuities and is void because it depends upon the failure of the direct lineal descendants of Thomas Wilson, not at the time of his death, but at some indefinite time, possibly in the remote future.

The appellants, on the other hand, claim that the gift to the churches does not violate the rule against perpetuities because the testator intended by this language to refer to a definite failure of such direct lineal descendants, that is, at the time of the death of Thomas Wilson, and not in some distant or remote generation.

The appellants argue that by the above clauses of the will the testator intended:

(1) Either a gift of the property to Thomas Wilson for life, with the remainder to such issue of Thomas as might be living at his (Thomas’) death; and if Thomas left no issue surviving him, then the property should go to the three churches. This latter contingency, they say, has occurred.

(2) Or a gift to Thomas Wilson in fee simple, such fee, however, to be defeasible should Thomas die without issue, in which latter event the property was to go to the three churches. And they say that the fee to Thomas Wilson has been defeated by reason of his dying without issue.

It is apparent from this statement of the position of the appellants that their title to the property can be sustained only upon the theory that the gift over to the churches was conditioned upon the failure of Thomas Wilson to leave any direct descendants living at the time of his death. Indeed, the appellants concede that if the testator intended that the gift to the churches should be conditioned upon the failure of Thomas Wilson’s direct descendants some time in the remote future, then the devise violated the rule against perpetuities, and they have no case.

In Skeen v. Clinchfield Coal Corp., 137 Va. 397, 403, 119 *474 S. E. 89, 90, Judge Kelly quoted with approval the rule against perpetuities as thus stated in Graves’ Notes on Real Property, section 215:

“ ‘Any executory interest which, by possibility, may not take effect until after lives in being and twenty-one years and ten months is ipso facto and ab initio void. In other words, the executory interest is void for remoteness if, at its creation, there exists a possibility that it may not take effect during any fixed number of now existing lives, nor within twenty-one years and ten months after the expiration of such lives, even though it is highly probable, or indeed, almost certain, that it will take effect within the time prescribed.’ ”

“Nor is it material in such cases how the fact actually turns out. The possibility that the event may, in point of time, exceed the limits allowed, vitiates the limitation ab initio.'''’ Minor on Real Property (2d Ed.), section 820, p. 1060; Griffith v. Thomson, 1 Leigh (28 Va.) 321, 329.

Speaking of the application of the rule, Minor on Real Property (2d Ed.), section 818, p. 1058, says:

“It is very clear that any limitation which is only to take effect upon a failure of one’s heirs, or heirs of the body, or issue, or descendants, etc., at any period whatsoever, may, in the event, be postponed beyond the prescribed term of a life or lives in being, and twenty-one years and a few months, and will therefore be void for remoteness. Thus, where lands are given by will or grant, to A and his heirs, and upon the failure of his heirs, to Z in fee, one has no difficulty in perceiving that the limitation to Z is inconsistent with the rule against perpetuities, and is invalid.”

When we give effect to every word used by the testator, as we must, it is impossible to adopt the interpretation contended for by the appellants that the testator intended that the gift to the churches should take effect should Thomas Wilson die without direct descendants.

The language used by the testator is that the property devised to his daughter, Lucy Wilson, and to his grandson, Thomas Wilson, “shall revert indefinitely to their heirs (being my descendants) Should however there be no direct heirs, *475 then I direct that the property go to the benefit of the three following churches,” etc.

In order to avoid the rule against perpetuities the appellants contend that the words, “should however there be no direct heirs,” are limited to the date of the death of Thomas Wilson.

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Bluebook (online)
192 S.E. 585, 168 Va. 469, 1937 Va. LEXIS 244, Counsel Stack Legal Research, https://law.counselstack.com/opinion/claiborne-v-wilson-va-1937.