Curtis Glen Atkins v. Sheryl Atkins Williams

CourtCourt of Appeals of Virginia
DecidedAugust 1, 2023
Docket0751223
StatusUnpublished

This text of Curtis Glen Atkins v. Sheryl Atkins Williams (Curtis Glen Atkins v. Sheryl Atkins Williams) is published on Counsel Stack Legal Research, covering Court of Appeals of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Curtis Glen Atkins v. Sheryl Atkins Williams, (Va. Ct. App. 2023).

Opinion

COURT OF APPEALS OF VIRGINIA

Present: Judges Humphreys, O’Brien and Chaney UNPUBLISHED

Argued at Lexington, Virginia

CURTIS GLEN ATKINS MEMORANDUM OPINION* BY v. Record No. 0751-22-3 JUDGE MARY GRACE O’BRIEN AUGUST 1, 2023 SHERYL ATKINS WILLIAMS, ET AL.

FROM THE CIRCUIT COURT OF GILES COUNTY Robert M.D. Turk, Judge

Timothy E. Kirtner (Gilmer, Sadler, Ingram, Sutherland & Hutton, on briefs), for appellant. H. Gregory Campbell, Jr. (Campbell & Ackerman, on brief), for appellees.

Curtis Glen Atkins (appellant) appeals an order granting summary judgment to Sheryl

Atkins Williams (Sheryl) and Joseph Anthony Atkins (Joseph), his siblings and the co-executors of

their mother’s estate. The court ruled that a devise of farmland made to appellant in his mother’s

will had adeemed by extinction. Appellant contends the court erred by failing to apply Code

§ 64.2-413, ruling that the devise passed to Joseph under the will’s residuary clause, and by

considering unsworn and unproven allegations contained in unrelated civil complaints. For the

following reasons, we affirm the court’s ruling.

* This opinion is not designated for publication. See Code § 17.1-413(A). BACKGROUND1

Betty Atkins (Betty) died testate in February 2020, survived by three of her four adult

children: appellant, Sheryl, and Joseph. Her fourth child, Timothy, predeceased her by two months.

In 1982, Betty executed a will devising among other things a tract of farmland that, at the

time, was jointly owned by her husband and brother-in-law.2 Specifically, Article Third, subsection

(a) of Betty’s will devised

[t]o my sons, Timothy Lee Atkins and Curtis Glen Atkins, as joint tenants with the right of survivorship as existed at common law, so that upon the death of one of the parties, the entire fee simple interest in said real estate shall immediately become vested in the survivor, any and all interest which I may receive from my said husband in the farm at Maybrook, Giles County, Virginia, which farm is currently jointly owned by my husband and my brother-in-law . . . .

Betty’s will also contained a residuary clause, conveying “the rest, residue[,] and remainder of [her]

estate” to Joseph.

The farm was 290.874 acres at the time Betty executed her will. When Betty’s husband

died in 2003, she inherited his interest in the farm. Betty and her brother-in-law amicably

partitioned the farm in October 2005, and Betty acquired sole, fee simple title to a 142.618-acre

tract. In November 2005, Betty conveyed one acre to Timothy. Approximately one month later,

Betty executed a codicil to her will substituting her children, Sheryl and Joseph, as her executors, in

place of her deceased husband. The other provisions of her will remained unchanged.

In September 2005, Betty allegedly contracted to sell appellant her interest in the farm for

$25,000. The record does not reflect that appellant ever sought to enforce the purported contract,

1 Pursuant to Rule 5A:8(c), the parties presented an agreed statement of facts in lieu of a transcript. 2 Betty’s husband executed a reciprocal will in 1982. -2- and, although Betty subsequently filed a complaint in 2007 seeking to nullify it, she did not pursue

that lawsuit. The court eventually dismissed the case sua sponte.

In February 2012, Betty conveyed her remaining 141.618 acres of the farm to appellant by a

deed of gift. As a result, she no longer possessed any interest in the farm. Soon after, however,

Betty filed another complaint against appellant seeking to void the 2012 deed of gift. Betty and

appellant settled the lawsuit. Although the terms of the settlement are not in the record, appellant

subsequently conveyed 83.587 acres of the tract to Timothy in 2015. At this point, Timothy owned

84.587 acres (the 83.587 acres he received from appellant, and the 1 acre he received from his

mother) and appellant owned 58.031 acres as “separate tracts.” Betty did not reacquire any interest

in the farm as a result of the settled deed-of-gift lawsuit.

Timothy died intestate in December 2019, and Betty, his sole heir at law, inherited his

84.587-acre interest in the farm. Betty died two months later, and her will was admitted to probate.

Appellant filed a complaint against Sheryl and Joseph, individually and as co-executors,

seeking a judicial declaration that Article Third of Betty’s will entitled him to the 84.587 acres that

Betty inherited from Timothy, which would make appellant the fee simple owner of all 142.618

acres. Sheryl and Joseph moved for summary judgment, arguing that Article Third of Betty’s will

did not apply because Betty inherited the disputed acreage from Timothy, not her husband. They

attached copies of the pleadings from Betty’s 2007 and 2012 lawsuits against appellant as exhibits.

The copy of the 2007 complaint reflects a filing stamp from the circuit court clerk, but the copy of

the 2012 complaint does not. Nothing in the record indicates that the pleadings were certified

copies. Appellant also moved for summary judgment and objected to any consideration of the

exhibits.

In a letter opinion, the court found that the devise in Article Third of Betty’s will had

adeemed by extinction. The court reasoned that the inter vivos conveyances of Betty’s interest in

-3- the farm “completely change[d] the nature of the property and negated any intent on behalf of

[Betty]” and her subsequent coincidental inheritance of Timothy’s 84.587 acres did not “revive

Article Third.” Thus, the court found that the devise in Article Third “failed” and the 84.587 acres

fell into the estate’s residuary and passed to Joseph. Appellant moved for reconsideration, arguing

that Code § 64.2-413 altered the common-law rule of ademption by extinction. The court denied

the motion and entered a final order granting Sheryl and Joseph summary judgment. This appeal

followed.

ANALYSIS

“[I]n an appeal of a decision awarding summary judgment, the trial court’s determination

that no genuinely disputed material facts exist and its application of law to the facts present issues of

law subject to de novo review.” Shifflett v. Latitude Props., Inc., 294 Va. 476, 480 (2017) (quoting

Mount Aldie, LLC v. Land Tr. of Va., Inc., 293 Va. 190, 196-97 (2017)).

A. Whether Code § 64.2-413 precludes application of the “ademption by extinction” doctrine

Code § 64.2-413, titled “Effect of subsequent conveyance on will,” states:

Except for an act that results in the revocation of a will pursuant to this article, any conveyance or other act done subsequent to the execution of a will shall not prevent the operation of the will with respect to such interest in the estate as the testator may have power to dispose of by will at the time of his death. Appellant argues that Code § 64.2-413 “preclude[s] application of the common law doctrine

of ademption by extinction and preserve[s] the validity and efficacy of the devise of Betty’s interest

in the [farm] to Glen” under the will. Appellant contends that Code § 64.2-413 revives the devise in

Article Third because Betty reacquired an interest in the farm before she died and therefore had the

“power to dispose of” it by will, despite the 2005 and 2012 inter vivos conveyances. Sheryl and

Joseph respond that nothing in Code § 64.2-413 suggests that the “General Assembly expressly or

plainly intended to abrogate [the] common law” and therefore the devise did in fact adeem.

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