Clarkson v. Bliley

38 S.E.2d 22, 185 Va. 82, 171 A.L.R. 1308, 1946 Va. LEXIS 182
CourtSupreme Court of Virginia
DecidedApril 22, 1946
DocketRecord No. 3027
StatusPublished
Cited by15 cases

This text of 38 S.E.2d 22 (Clarkson v. Bliley) 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
Clarkson v. Bliley, 38 S.E.2d 22, 185 Va. 82, 171 A.L.R. 1308, 1946 Va. LEXIS 182 (Va. 1946).

Opinion

Browning, J.,

delivered the opinion of the court.

The appellee, Mr. Bliley, an undertaker, filed a bill against Mr. Montague, Admr. of the Estate of Annie A. Clarkson, deceased, the purpose of which was to settle her estate. It was alleged that decedent left a small amount of personal property, insufficient to pay debts and that it was necessary to sell the decedent’s real estate in order to have settlement of the estate.

The parties, defendant; included Mrs. Clarkson’s heirs as well as her alleged “adopted son”, Irving Floyd Clarkson.

The bill also alleged that Mrs. Clarkson had acquired title to the real estate under the second item of the will of her husband, M. F. Clarkson, who predeceased her.

The title to the real estate, which the creditors claim belonged to Mrs. Clarkson, depends upon the interpretation of her husband’s will. Under the second paragraph of the will he devised to her all the “rest and residue” of his estate, [86]*86real and personal, “in fee simple and absolutely”. Under the fourth paragraph of the will he undertook to leave to his wife’s nephew, Robert Henry Brooks, in trust for his children, and to the executor’s “foster son, Irving F. Clarkson after all debts of my wife are paid to share equally in real and personal estate.”

The creditors contended that under this will Mrs. Clarkson took the real estate in fee simple, while Irving Floyd Clark-son, the alleged adopted son, claimed that she acquired only a life interest in it. The trial court held that Mrs. Clarkson took, under item second of the will, a fee simple. Mrs. Clarkson died intestate. The court further held that Irving Floyd Clarkson was not entitled to receive any of the property of Annie Amelia Clarkson and further decreed that the same passed to her blood relatives and next of kin as provided by the státute of descents and distributions.

Irving Floyd Clarkson appeals, claiming:

(1) That although he was never legally adopted, Mrs. Clarkson. treated him as her son, and he was entitled to inherit from her.

(2) That he was entitled to enforce the contract of adoption which Mr. and Mrs. Clarkson had made for his benefit.

The learned and able Chancellor wrote an opinion which states his conclusions as to the issues in this case.

His views and his reasons therefor, we think, are so eminently correct and able that we adopt his opinion in toto as our own.

“The first point to be disposed of is the proper construction of the will of Milton Floyd Clarkson, dated November 24, 1928, probated December 3, 1940.

“The will is holograph and indicates upon its face, despite the employment of legal phraseology, that it was prepared and executed by the testator without the supervision of a lawyer. After the usual introduction, including the revocation of previous wills and provisions for payment of debts, the will provides:

“ ‘Second, I give devise and bequeath all Insurance rest [87]*87and residue of my Estate real and personal all Household furniture and Jewelry to my Devoted Wife Annie Amelia Irving Clarkson in fee simple and absolutely.’

“The next item, designated ‘third’, appoints his wife as executor without security; and then the will continues as follows with another item designated ‘third’:

“ ‘Third, I desire if my foster son decides to make a man of himself and proves kinde to his. Mother Mrs. Annie Amelia Irving Clarkson that at her Death she will remember him.

“ ‘Fourth, I desire that My Wifes Nephew Robert Henry Brooks in trust for his children receive with my foster son Irving F. Clarkson after all debts of my wife are paid to share equally in real & personal Estate.

“ ‘Fifth I desire enough money set apart to close the lot at Hollywood with concreat.’

“It is contended that this will creates a life estate with power of disposition in the wife, followed by a remainder, as to the property not disposed of by her, in equal shares to the foster son and to Brooks as trustee for his children; and that the remainder is saved by Code Section 5147, which modifies the rule of May v. Joynes.

“But this saving statute by its express terms applies only when there is a life estate in the first taker. It is not applicable when the estate of the first taker is a fee, whether created by express words (as in the instant case) or by implication. If a fee be given the first taker, then the attempted limitation over is void for repugnancy. So well settled is this doctrine in Virginia that it is not deemed necessary to consider other serious difficulties that would be met if it were attempted to sustain the limitation over under this particular will; such as the conflict between items third (the second item ‘third’) and fourth with respect to the foster son’s sharing, and the vagueness as to the subject matter of item fourth.

“The authorities are numerous. The following will suffice:

“Skinner v. Skinner, 158 Va. 326, 163 S. E. 90.

[88]*88“Southworth v. Sullivan, 162 Va. 325, 173 S. E. 524.

“Moore v. Holbrook, 175 Va. 471, 9 S. E. (2d) 447.

“Rule v. First Nat. Bank, 182 Va. 227, 28 S. E. (2d) 709.

“It is accordingly held that in the instant case the testator’s wife took in fee the property given her by item second of the will.

“But the doctrine under which this conclusion is reached does not preclude an inquiry as to what was so given. There is nothing in this doctrine that disables a testator from cutting down by other provisions of his will the subject of the gift in fee. And it is immaterial whether such provisions precede or follow the gift in fee. That a gift in fee by an earlier clause may be ‘cut down’, so to speak, by subsequent provisions is obvious when we reflect that this is the usual and normal way a codicil operates. The doctrine of May v. Joynes is founded upon repugnancy. It is simply that, with respect to what is given in fee, any subsequent limitation over as to that property is void. It is still open to construction, from consideration of the whole will and everything within its four corners, what property is the subject matter of the gift in fee.

“The gift in fee here is of the ‘rest and residue of my estate’. It follows a direction that debts be paid and may mean all that is left after such payment; or it may mean the technical residuum, that is, what is left after all special provisions are met. This is, in my judgment, immaterial; for, as I view it, the subject matter of this gift to the wife in fee must be ascertained upon consideration of the whole will. If, for instance, a pecuniary legacy be made by a provision of the will, either preceding' or following the general gift in fee,—or, for that matter, in a codicil,—then such pecuniary legacy would be construed as taking precedence over the general gift; and to the required extent the general gift would be cut down. This has nothing whatever to do with cutting down a gift in fee by repugnant provisions. There is no repugnancy; for what is given by the special legacy, pecuniary, specific or whatever it may [89]*89be, is simply no part of the property passing under the general gift in fee.

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Cite This Page — Counsel Stack

Bluebook (online)
38 S.E.2d 22, 185 Va. 82, 171 A.L.R. 1308, 1946 Va. LEXIS 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarkson-v-bliley-va-1946.