Daniel v. Brown

159 S.E. 209, 156 Va. 563, 75 A.L.R. 1377, 1931 Va. LEXIS 212
CourtSupreme Court of Virginia
DecidedJune 18, 1931
StatusPublished
Cited by10 cases

This text of 159 S.E. 209 (Daniel v. Brown) 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
Daniel v. Brown, 159 S.E. 209, 156 Va. 563, 75 A.L.R. 1377, 1931 Va. LEXIS 212 (Va. 1931).

Opinion

Hudgins, J.,

delivered the opinion of the court.

This case involves the construction of the fourth clause of the will of Joseph S. Jackson, dated August 28, 1895, wherein power of disposition of certain property was given to his wife, Jane C. Jackson, and the third and fourth clausesi of the will of Jane C. Jackson, wherein she attempted to execute this power.

The will of Joseph S. Jackson disposed of his property in three paragraphs, as follows:

“Second: After the payment of all my just debts, I give and bequeath all my personal estate of every kind and description to- my beloved wife, Jane C. Jackson, absolutely.

“Third : I give and devise to my brother, Philip M. Jackson, the small lot or piece of land on the east side of the Marquis’ road, leading to Unionsville, said land adjoins the [566]*566lands of said Philip M. Jackson and contains about one and one-half acres.

“Fourth: All the rest and residue of my real estate, I give and devise to my said wife, Jane C. Jackson, for life, with power to her to give, by last will, said real estate, to- such of my nephews and nieces, and in such proportions as she may choose.”

Jane C. Jackson, by will dated February 23, 1917, attempted to execute the power given her under; the fourth clause of the will of Joseph S. Jackson in the following manner:

“Third: All the real estate of which my late husband, Joseph S. Jackson, died seized and possessed, and which by last will and testament he gave and devised to- me for life with power to me to give by my last will the said real estate to such of his nieces and nephews and in such proportions as I may choose, I give, devise and bequeath to Clarinda J. Daniel, William R. Brown and Charles J. Brown, in equal proportions absolutely and in fee simple; the said Clarinda J. Daniel, William R. Brown and Charles J. Brown being the children of Jane Brown, who- was the sister of my said husband, Joseph S. Jackson:

“Fourth: In the event that either the said Clarinda J. Daniel, William R. Brown or Charles J. Brown should die before my death, leaving lawful issue of his or her body them surviving, I give and devise to said issue the share- that the parent would have taken hereunder 'if living.”

Clarinda J. Daniel, William R. Brown and Charles J. Brown died intestate prior to the death of Jane C. Jackson. Josephine J. Brown was the only child of William R. Brown. Neither Clarinda J. Daniel nor Charles J. Brmvn left issue.

The heirs at law of Joseph S. Jackson were a brother, Philip- Jackson, a sister,-Mildred A. Daniel, and the children of Jane C. Brown, a deceased sister. Philip- Jackson and Mildred A. Daniel predeceased Jane C. Jackson. This controversy [567]*567is between the nieces and nephews of Joseph S. Jackson and the grandniece, Josephine J. Brown.

The learned judge of the trial court decreed that Josephine J. Brown took one-third of the land as issue of her father, William R. Brown, one of the appointees of Jane C. Jackson, aided by sections 5226 and 5238 of the Code; that the devises to Clarinda J. Daniel and Charles J. Brown failed by reason of the death of the appointees in the lifetime of Jane C. Jackson, and that as to this two-thirds interest Joseph S. Jackson died intestate. From this decree an appeal was granted.

It is admitted that the fourth clause of the will of Jane C. Jackson is invalid because she was limited in her appointment to the nieces and nephews of her husband, and this clause attempts to leave the property to1 the issue of the nieces and nephews named by her in the third paragraph, in the event that any of them should predecease her.

The appellee contends, however, and the trial court so held, that although the donee of the power was restricted in her selection to the nieces and nephews of her husband, yet the statute enabled her to do indirectly what she could not do directly, i. e., select from the class deceased members to be the beneficiaries, and by the provisions of sections 5226 and 5238 the issue of such deceased parties would be entitled to the property.

Section 5226, among other things, provides that an appointment by will, or by a writing in the nature of a will, in the exercise of a power, is a will. Therefore Jane C. Jackson, in the exercise of power given her by her husband to dispose of property by will, must comply with the'formal requisites of the Virginia statute in executing a will before the property can be transferred to a third party.

Section 5238 provides that if a devisee or legatee dies before the testator, leaving issue who survive the testator, such issue shall take the estate devised or bequeathed as the devisee or legatee would have done if they had survived the testator, “un[568]*568less a different disposition thereof be made, or required, by the will.”

If the property disposed of, or attempted to be disposed of, by the third clause of the will of Jane C. Jackson was her own and she had not made the provision set forth in the fourth clause, section 5238 would have prevented the lapse of that devise in SO' far as the parties named left issue. Without the statute, the fourth clause of her will would have accomplished the same result. But the property here did not belong to Jane C. Jackson; she was given a specified power to transfer this property in a specific manner, i. e., by will, to a certain class, i. e., the nieces and nephews of her husband. The two wills must be construed together. The sole authority that Jane C. Jackson had to dispose of this property was derived from the third clause of her husband’s will, wherein she was expressly authorized to leave it to “such of my nieces and nephews * * * as she may choose.”

A stream can rise no higher than its source, and the source of the authority here denies to Jane C. Jackson the power to1 leave this property to anyone except the nieces and nephéws of her husband. Clearly, Joseph S. Jackson provided a different disposition than to leave his property to the issue of his nieces and nephews; by the very requirements of his will grandnieces and grandnephews were eliminated. If the power had been general in the donee to select the objects of the bounty and the donee of the power had exercised her discretion and the devisees named by her had died prior to her death, then section 5238 would have prevented the lapse of such devises in favor of the issue. This was the holding in the case of Thompson v. Pew, 214 Mass. 520, 102 N. E. 122.

This section does not enlarge the power of appointment; the limitations of such power are fixed by the instrument creating it. Hence the trial court was in error in holding that Josephine J. Brown, a grandniece, was entitled to one-third of the real estate, as issue of her father.

[569]*569There being no valid exercise of the power, the court is confronted with two possible courses of action. One is to hold that there was no valid devise of this land after the life estate, and in the absence oí a residuary clause it would pass under the statute of descent to the heirs at law, in which event the property would have to be divided per stirpes, as there were a brother, sister and the children of a deceased sister living at the time of the testator’s death. Such is not the testamentary disposition of his property which the testator evidently had in mind.

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Bluebook (online)
159 S.E. 209, 156 Va. 563, 75 A.L.R. 1377, 1931 Va. LEXIS 212, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daniel-v-brown-va-1931.