Commonwealth v. Levy

23 Va. 21
CourtSupreme Court of Virginia
DecidedJanuary 29, 1873
StatusPublished
Cited by2 cases

This text of 23 Va. 21 (Commonwealth v. Levy) 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
Commonwealth v. Levy, 23 Va. 21 (Va. 1873).

Opinion

Moncure, P.,

delivered the opinion of the court.

Several interesting questions were discussed in the argument of this case by the able counsel of the different parties; as, for instance—-1st, that the devise contained in the will of Uriah P. Levy, of the Montieello estate in Virginia, together with all the rest and residue of his estate, real and personal, not by the will otherwise specifically disposed of, in trust, to establish and maintain on the said Montieello estate an agricultural school, is void, for vagueness and uncertainty in regard to the beneficiaries intended to be provided for; 2dly, that the said devise is void, because it tends to create a perpe[26]*26t-uity forbidden by law; and because tbe contingency on which it was limited to take effect, might not happen within the period prescribed by law for the vesting of a valid executory devise; 3dly, that the said devise is not valid, under section 2 of chapter 80 of the Code of Virginia, because it was not “ made for literary purposes or for the education of white persons within this State,” as authorized by that section; but was made “ for the sole and only purpose of establishing and maintaining at said farm of Monticello in Virginia an agricultural school, for the purpose of educating as practical farmers, children of the warrant officers of the United States navy, whose fathers are dead,” without regard to the race or color, or residence of such children; 4thly, that the said section 2, of chapter 80, of the Code of Virginia, was annulled by the fourteenth amendment to the Constitution of the United States; 5tlily, that the invalidity of the said devise, in all its parts, as well in regard to the Monticello estate and the two hundred acres of land, part of the "Washington farm in Virginia, as in regard to the real and personal estate in New York, is res adjudicóla; having been finally decided by the Court <3f Appeals of the State of Yew York, at the June term 1865 of said court, in the case of Levy &c. v. Levy &c., 88 New York R., 6 Tiffany, 97; 6thly, that at all events, the said case is a final and conclusive adjudication of the invalidity of said devise, in regard to the real and personal estate included in it, in the State of blew York; operating as such, not only in that State, but every where else; and 7thly, that the devise being certainly void, as to the real and personal estate in the State of blew York, it is rendered ineffectual and incapable of execution, as to the real estate in Virginia, even if it would be other-' wise valid as to the latter estate; and therefore, on that ground, if no other, the trust as to that estate also must / [27]*27fail, and the estate must go to the heirs at law of the testator.

In the view we take of this case, it will be unnecessary to decide all these questions; as our opinion, in regard to the last three of them, is conclusive of the case. We will, therefore, proceed to state that opinion, and the reasons on which it is founded. And,

First—That the invalidity of the devise, in all its parts, is res adjudicate, as aforesaid.

The testator died on the 22d day of March, 1862, in the city of New York, which was the place of his residence at the time of his death, and had been for a long time prior thereto. lie left no issue living at his death, hut left a widow and a large number of collateral heirs, consisting of brothers and sisters and the issue of deceased brothers and sisters, residing chiefly in the city of New York, hut some of them residing elsewhere, in and out of the Hnited States; though none of them, it seems, residing in Virginia. His will bore date on the 13th day of May 1858, and was recorded as a will of real and personal estate in the surrogate court of the county of New York, in the State of New York, on the 9th day of June 1862. Afterwards, to wit: on the 17th day of May 1866, it was produced to, and ordered to he recorded by, the Circuit court for the county of Albemarle, in the State of Virginia, as a wall of real and personal estate. On the 12th day of June 1862, Ashel S. Levy and David S. Codrington, two of the executoi’s nominated in the will, wrere duly qualified to act as such executors, by the surrogate of the city and county of New York; said surrogate having sole jurisdiction of said matter; and letter’s testamentary were duly issued to them only; the other persons named as executoi’s neglecting or refusing to act. And the two above named became, and were and are, the sole executors of said will.

[28]*28On the 31st day of October 1862, the said acting executors of the said testator, who were also acting trustees under his will, brought a suit in the proper court, to wit: the Supreme court of the State of Yew York, for the city and county of Yew York, for the purpose of obtaining a judicial construction of such parts of said will as were set forth in the complaint, and especialty the part which was intended to create a trust to establish and maintain on the Monticello estate an agricultural school. A copy of the will was exhibited with the complaint filed in said court as part thereof. All other parties concerned were made defendants to the suit, including “ the people of the United States,” “ if they chose to appear,” and “the people of the State of Virginia,” “if they chose to appear,” and also including the Hebrew, congregations named in the will. The plaintiffs concluded their complaint by saying, that “inasmuch as they are unable to decide or act upon the grave legal questions involved in the construction of the said will, and are fearful of acting erroneously as trustees of said property, they therefore pray this honourable court to settle and decide as to the validity of said devises and bequests, and the rights and duties of the plaintiffs, as executors and trustees in relation thereto, and all other questions incident thereto; that all said questions may be settled by the judicial decision of this tribunal; and that each of said defendants, if they see fit, may appear and answer this complaint, so that a final decision of all questions relative to the validity of said devises and bequests may be had, the respective rights of all said defendants may be permanently settled, and the duties and powers of the plaintiffs, as executors and trustees, defined and adjudged.” And they asked for such other or further order or direction in the premises as the case might require or the court might think just.

[29]*29All the defendants appeared, excepting the “Portuguese Hebrew congregation of ^Richmond, Virginia,” and “ the people of the State of Virginia,” who could not be personally served with process, in consequence of the pendency of the then existing civil war; but the summons was served upon the Portuguese Hebrew congregation of Richmond, by publication and deposit in the post-office, under an order duly made and entered in the cause on the 6th of November 1862. The defendants, “ the people of the United States,” appeared and answered by E. Helafield Smith, their attorney, and they submitted their rights in the premises to the court, to make such order and decree” therein as should be agreeable to equity. The cause came on to be heard at a special term of the said Supreme court, on the 18th day of February 1863, and judgment was entered on the 21st of April following, declaring the devises and bequests, on which construction and judgment were prayed for in the complaint, to be invalid and void. An appeal to the general term of the said court was perfected by the plaintiffs on the 24th of April 1863.

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Bluebook (online)
23 Va. 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/commonwealth-v-levy-va-1873.