Conner v. Everhart

169 S.E. 857, 160 Va. 544
CourtSupreme Court of Virginia
DecidedJune 15, 1933
StatusPublished
Cited by4 cases

This text of 169 S.E. 857 (Conner v. Everhart) 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
Conner v. Everhart, 169 S.E. 857, 160 Va. 544 (Va. 1933).

Opinion

Gregory, J.,

delivered the opinion of the court.

Cecil Conner, in his own right and as executor of T. P. Simpson, deceased, filed his petition in the chancery cause of People’s National Bank, et al. v. Flavius H. Lodge, et al., which was pending in the Circuit Court of Loudoun county, praying for the construction of the last will and testament of Flavius J. B. Lodge, deceased, and seeking to subject certain rents from the estate to the payment of certain debts. The circuit court construed said will adversely to the contention of the said petitioner and he is here appealing from the decree which carried into effect the construction of said will by the circuit court.

It is necessary to consider only the third clause of the will and the codicil which was later executed. The said third clause reads as follows:

“Thirdly: Upon the death of my said wife then I will and direct that my said executor as trustee will rent the farm known as ‘Swarthmore’ located on the Snickers Gap turnpike, on terms that will provide for the improvement of said farm by liming (preferring to rent the same to Willard L. Lodge, providing he is able to rent it) and the income de[546]*546rived from this farm said trustee will apply and turn over to my son Flavius H. Lodge for and during the term of his natural life or until some creditor of his should undertake to subject his interest to debt in a judicial proceedings, when said interest shall then be applied to the support and maintenance of the wife of said Flavius H. Lodge and his children; upon the death of my son Flavius H. Lodge then if his said wife Ella Mary Lodge shall survive him said income shall be turned over to her for and during the term of her natural life, or until her marriage whichever shall happen first. Upon the cessation of the interest of Flavius H. Lodge either by death or otherwise as aforesaid, and upon the death of the said Ella Mary Lodge or her marriage, then said property disposed of in this the third clause of this will shall pass to and become the property of the children of my son Flavius H. Lodge and Ella Mary Lodge then living jointly and equally, except in the event any or either of said children shall die under the age of twenty-one, the share or shares of the ones so dying shall pass and belong to the brothers and sisters surviving the one so dying, and except further that in the event said child or children after attaining the age of twenty-one years shall insist upon selling his or her interest and one or more of said children shall be willing to purchase said interest then in order to encourage one or more of them to buy said interest and to keep said farm together as one tract of land it is my will and I so direct that those willing to buy shall have the privilege of buying said interest on the basis of fifty dollars per acre.”

The codicil reads as follows:

“I, F. J. B. Lodge, having heretofore made my last will and testament in which I have left my farm known as ‘Swarthmore’ containing 298 acres, 2 roods and 28 8/8 poles to Edwin E. Garrett, the executor named therein in trust, for the use of my son Flavius H. Lodge and his wife and children, as in said will set out, and now I wish to alter said provision by naming Volney Osburn as trustee [547]*547to hold the title to said farm and therefore I do hereby make this codicil to said will. And I do hereby will and direct that said Osburn be and he is hereby substituted in the place of said Garrett as trustee to hold the Swarthmore farm as aforesaid upon the same trusts and uses as set out in said will.

“But this is in nowise to alter or interfere with the remaining provisions of said will which I hereby again publish and declare in connection with this codicil to be my true last will and testament this 27th day of October, 1914.”

On August 1, 1921, the People’s National Bank of Lees-burg, filed a creditor’s suit seeking to subject the said farm to the payment of certain judgments which had been obtained against Flavius H. Lodge, whose estate in the farm, under the provisions of the will, terminated upon the institution of such a proceeding. This suit remained upon the docket after answers were filed until April, 1930, when the petition was filed by the appellant. In said petition certain judgments were set up against Ella Mary Lodge, the wife of Flavius H. Lodge, and against Willard L. Lodge one of the sons of Flavius H. Lodge, and they were sought to be enforced against the rents derived from the farm which had accrued amounting to $1,728.37. The appellant, who was the petitioner in the trial court, contended that under the third clause of the will of Flavius J. B. Lodge, quoted above, upon the termination of the estate of Flavius H. Lodge by reason of the proceeding which had been brought to subject his interest to the debts, Ella Mary Lodge, the wife of Flavius H. Lodge, became entitled to the whole of said rents derived from the farm, so long as she lived and remained the wife of Flavius H. Lodge or his widow. On the other hand the appellees, who were named defendants in the petition, took the position in their answer that they and their brother were jointly entitled, with their mother, Ella Mary Lodge, to said rents during the lifetime of their father, Flavius H. Lodge.

[548]*548Mary E. Lodge, the wife of the testator, Flavius J. B. Lodge, died prior to his death.

The effect of the decree complained of was to vest a joint estate or interest in the said rents in the mother, Ella Mary Lodge and her three children, upon the termination of the estate of Flavius H. Lodge in the farm, so long as he lived. This holding, of course, was adverse to the contention of the appellant.

Where the language of the testator is plain it is not necessary to resort to rules of construction. The safest guide for construing or interpreting a will is the language of the testator when it is clear and free from doubt. Emory & Henry College v. Shoemaker College, 92 Va. 320, 23 S. E. 765; Ross v. Ross, 115 Va. 374, 79 S. E. 343.

Under the third clause of the will, the farm,“Swarthmore,” was placed in the hands of a trustee to be managed and he was directed to dispose of the income derived therefrom. The testator created in the income interests which were to be turned over to the beneficiaries by the trustee under three successive conditions, and finally the testator disposed of the fee in the farm to the children then living, thereby ending the trust. The present litigation involves only the rents. The condition upon which the fee passes to the children has not arisen. The trustee was directed to dispose of the rents, upon certain conditions, in this manner:

(a) He was directed to pay the rent to the testator’s son, Flavius, for his life, or until some creditor sought to subject the rent to the payment of the son’s debt. A creditor did seek to subject the rent to the payment of the son’s debt, therefore the son’s interest in the rent ceased.

(b) When the son’s interest ceased, the trustee was directed by the testator to apply the “said interest” (the rent) “to the support and maintenance of the wife of said Flavius H. Lodge and his children” until the death of the son, Flavius.

(c) Upon the death of the son Flavius, leaving his wife, [549]*549Ella Mary Lodge, surviving, the testator directed the trustee to turn over to her during her life or until her remarriage, the said income (rent).

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Bluebook (online)
169 S.E. 857, 160 Va. 544, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conner-v-everhart-va-1933.