Clark v. Strother

385 S.E.2d 578, 238 Va. 533, 6 Va. Law Rep. 732, 1989 Va. LEXIS 157
CourtSupreme Court of Virginia
DecidedNovember 10, 1989
DocketRecord 880889
StatusPublished
Cited by14 cases

This text of 385 S.E.2d 578 (Clark v. Strother) 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
Clark v. Strother, 385 S.E.2d 578, 238 Va. 533, 6 Va. Law Rep. 732, 1989 Va. LEXIS 157 (Va. 1989).

Opinion

Justice Compton

delivered the opinion of the Court.

In this controversy involving future interests in real estate, we must construe a will to determine the nature of a remainder inter *535 est, including the time when such remainder interest became vested.

The following chart states many of the pertinent facts and shows, as appropriate, dates of birth (b.) and death (d.). The names of the parties to this proceeding are italicized and designated plaintiff (P) or defendant (D) to indicate their position in the trial court.

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The dispute concerns approximately 19 acres of real estate in Culpeper County designated as “Lot No. 2” in “Item 2” of the will of Henry Porter executed March 18, 1913. The pertinent provisions of the will follow:

“I, Henry Porter, being in sound state of body and mind, but knowing the uncertainty of this transitory life, do make this as my last will and testament:
Item 1.1 give unto my daughter Lucy Maud, wife of Walter Reed, my house and four acres of land . . . , to have and to hold during her life, and at her death to go to her child or children if there be any; if she leave no child then the property shall go to her two brothers or to their children. She may not mortgage this property. She may not sell this property except to one of her brothers, my sons.
*536 Item 2. I give to my son, Charley Hermon Porter, Lot No. 2 according to enclosures and stones set to mark the boundary, ... to have and to hold during his life and to be left to his children under the same conditions as those specified in ‘Item 1.’
Item 3 I give to my eldest son, Carroll H. Porter, Lot No. 3 . . . , to have and to hold under the same conditions as those specified in Items 1 and 2.
Item 4 I give to my widow, Lizzie W. Porter, the tract of eleven acres at Norman, with the dwelling-house and other buildings thereon as her dower during her natural life and afterward to be divided equally between my children or their heirs. This property may not be sold; except that one child may sell his or her interest to another child.
Item 5. The twelve acres of land, now in woods, recently bought of Perry and Biggers, and the four acres of woodland on the Jeffries’ Hill Road I leave as wood-lots from which the widow and the children, above mentioned, may get firewood to burn but not to sell any.
These wood-lots may be divided among the children after the death of the widow, but must remain in growing timber.
Item 6. All of my personal property, ... I leave to my widow Lizzie W. Porter: The children to have use of the personal property during her life, and to be divided between them at her death.
Item 7. I appoint my son Carroll H. Porter as my administrator to carry out the provisions of this will.
Witness my hand and seal, this 18th day of March 1913.
his Henry x Porter (SEAL) mark”

In 1987, appellees Alice Porter Strother, Thomas Leonard Reiser, Mary Louise Reiser, and Lucy Reiser Lewis filed a motion for declaratory judgment against appellees William Henry Clark, Jr., and Gail Clark, his wife, seeking the construction and interpreta *537 tion of the testator’s will probated in the clerk’s office below in 1930. After reciting the undisputed facts comprising the Porter family tree, the plaintiffs focused on Item 2 of the will.

They pointed out that defendant William Henry Clark, Jr., is the only son of Edith Porter Clark, who died testate in 1983., Edith predeceased her father, who died in 1986 survived by his grandson as his sole heir at law. Gail Clark was joined as a party defendant because of any contingent dower right she may have in the property in question.

The plaintiffs asserted that the testator died seized and possessed of Lot 2, which he left to his son, Charley Hermon Porter, for his life. According to the allegations, the lot would pass at Charley’s death “to his child or children if there be any; and if he left no child then the remainder interest in the subject lot” was left by the testator to Charley’s sister, Lucy Maud, and to the other brother, Carroll H. Porter, or to their children.

The plaintiffs further asserted that a controversy existed because defendant Clark, who has collected rents and profits from the subject property since the death of his grandfather, claims that the remainder interest vested in him upon the death of his mother in 1983, notwithstanding the fact that Edith died before her father and notwithstanding the fact that her father left no child surviving at his death.

The plaintiffs also asserted that plaintiff Alice Porter Strother is the sole surviving child of her father, Carroll, who had four children, and that plaintiffs Thomas Leonard Keiser, Mary Louise Keiser, and Lucy Keiser Lewis are the sole heirs at law of Mary Porter Keiser, who was also a surviving child of Carroll at the time of Charley’s death.

The plaintiffs asked the court to determine whether the plaintiffs or the defendant William H. Clark, Jr., own the fee simple interest in the lot. The plaintiffs also asked for an accounting from Clark for the rents and profits, if the court ruled in their favor.

Responding, the defendants asked the court to construe the will and to rule that Clark was the fee simple owner of the subject property. Defendants asserted the testator intended that his property pass to his children “within his lineage,” i.e., that his children, grandchildren, great grandchildren, etc., enjoy the realty he had acquired during his lifetime. Defendants alleged that the remainder interest in the subject property vested in Clark “as of the date of the death of Edith M. Clark on June 19, 1983.” Further, *538 defendants argued that Edith’s death before her father’s “is irrelevant” in light of the testator’s “clear intent” to “create a lineage.”

The trial court considered the pleadings, exhibits, and argument of counsel, the parties agreeing that parol evidence was unnecessary to ascertain the testator’s intent. The court ruled that there is no ambiguity in the will and that the testator’s intent is “clear.” The court decided that the testator intended “the fee simple remainder interest in the subject property to vest upon the death of the life tenant Charlie Hermon Porter in any child of Charlie Hermon Porter alive at the death of Charlie Hermon Porter, and in the alternative if no child of Charlie Hermon Porter survived him, then in the surviving children of Lucy Maud Porter, and/or, Carroll H. Porter.”

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Bluebook (online)
385 S.E.2d 578, 238 Va. 533, 6 Va. Law Rep. 732, 1989 Va. LEXIS 157, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-strother-va-1989.