Daniel v. Lipscomb

66 S.E. 850, 110 Va. 563, 1910 Va. LEXIS 95
CourtSupreme Court of Virginia
DecidedJanuary 13, 1910
StatusPublished
Cited by9 cases

This text of 66 S.E. 850 (Daniel v. Lipscomb) 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. Lipscomb, 66 S.E. 850, 110 Va. 563, 1910 Va. LEXIS 95 (Va. 1910).

Opinion

Whittle, J.,

delivered the opinion of the court.

The object of this suit is to construe certain clauses in the wills of Elizabeth W. Spencer and George W. Daniel, and ,to set up a remainder, by way of executory limitation, in the children of William Daniel in an undivided moiety of two tracts of land situated in Cumberland county, Virginia, known as the “Gibson” and “Springfield” tracts.

The circuit court held that the children of William Daniel took no interest in the moiety of the lands devised to John S. Daniel by the will of his father, George W. Daniel, construed either alone or read in connection with the will of Elizabeth W. Spencer, which is referred to and made a part of George W. Daniel’s will, and dismissed the bill on demurrer. Erom that decree this appeal was allowed.

Mrs. Spencer’s will bears date June 6, 1850, and directs that the money arising from the sale of her slaves, and the residue of her estate not otherwise disposed of, shall be divided into five equal parts. One of these parts she bequeathed' to her grandsons, John S. and William Daniel, to be equally divided between them; and the will declares that “if either of my grandsons should die leaving no child or descendants surviving him, the share he receives under this will is to go to his surviv[565]*565ing brother; and if both of my grandsons die leaving no child or descendants surviving them, then the whole of what is herein given them shall be divided equally between my son, James L. Spencer, and my daughters, Anna Louisa Sims and Elizabeth Price McChesney . . .”

The shares of John S. and William Daniel, amounting to $5,000, were collected by their father, George W. Daniel, from the executor of Mrs. Spencer, without authority, and invested by him, in his own name, in a farm called the “Buffalo” tract.

By will dated February 11, 1869, George W. Daniel devised the “Gibson” tract and the “Springfield” tractj to be divided “equally between Dr. John S. Daniel subject to said limitations and restrictions as the will of E. W. Spencer requires; the other half I give in trust to the children of William Daniel, such as he has now or may have lawfully; he is to have no interest in the property or management in any way or by any pretext whatever. The children are to enjoy the property jointly and equally.”

John S. Daniel died unmarried and without “child or descendants.” William Daniel and his children are still living.

The sole question for our determination is what, if any, estate have the children of William Daniel in the subject matter of litigation, the undivided moiety in the Cumberland county lands devised primarily to John S. Daniel?

It will be observed that there is no express declaration of purpose on the part of the testator that the children of William Daniel are to take any interest whatever in the moiety devised to their uncle, John S. Daniel. On the contrary, the devise to them is clearly restricted to the remaining moiety. Moreover, the will declares, that the moiety given, in the first instance, to the uncle is subject to the limitations and restrictions contained in the will of Mrs. Spencer—that is to say, “if either of my grandsons should die leaving no child or descendants surviving him, the share he receives under this will is to go to his surviving brother; and if both of my grandsons die leaving no child [566]*566or descendants surviving them, then the whole of what is given them shall he divided equally between” certain of testatrix’s children.

Construing both wills together, there 'would seem to be no difficulty in classifying the devise of the moiety of the Cumberland lands to John S. Daniel as a defeasible fee, a vested estate, but one subject to be devested by his dying without leaving a child or descendant surviving him.

In 2 Min. Inst. (3d ed.) 426, 427, the learned author observes: “The possibility of limiting the whole fee by means of an executory limitation> and afterwards, upon some contingency, qualifying that disposition, and giving the estate to some other person, arises out of the fact that the several statutes (of uses, wills and grants), which give birth and validity to such limitations, dispense with livery of seisin to create a freehold, and thereby dispense with the corresponding notoriety of entry to determine it. (Ante, p. 233, 3 k; 2 Th. Co. Lit. 87, n. [L. 2], 768, Butler’s Note II.) Thus, if a devise were made to A and his heirs, and in case A should die, leaving no issue at his death, to Z and his heirs, the limitation to Z and his heirs would be valid as an executory limitation, and would give to Z the fee, of which the event designated (viz., his death without issue), had devested A.” 1 Minor on Real Prop., sec. 555.

In Elys v. Wynne, 22 Gratt. 224, the testator gave his daughter, D, a designated tract of land, “to her and the heirs of her body; but should D die without heirs, . . .. my wish is that said land-shall return to my other heirs . . . ” Held: “(1) D took under the statute a fee simple estate in the land defeasible upon her dying without a child living at her death. (2) The limitation over to testator’s other heirs is valid, and took effect upon the death of D without a child living at her death.”

In Randolph v. Wright, 81 Va. 608, the testatrix gave her property to her two sons, P and E, and provided that if either son die without a will or lawful issue, the surviving son should [567]*567take Ms portion. E died without issue and intestate. Held: “E took a defeasible fee simple, coupled with a power of appointment hy will, with remainder over to P, and that his defeasible fee simple estate having been defeated by his death, without issue living at his death, and he having failed to exercise his power of appointment by will, the remainder to P is good.”

The same will was before the court a second time in Johnson’s Admr. v. Citizen’s Bank of Richmond, 83 Va. 63, and it was again held that each son took a defeasible fee in the land devised to him, coupled with a power of appointment by will, with remainder over to the survivor.

The devise in Snyder v. Grandstaff, 96 Va. 473, 31 S. E. 647, 70 Am. St. Rep. 863, is also identical in legal effect with the disposition in Elizabeth W. Spencer’s will, and the court in that case, at page 482, denominates the estate in the first taker a defeasible fee.

So, in French v. Logan, 108 Va. 67, 60 S. E. 622, if there had been an ulterior limitation over upon the death of the life tenant without issue, the necessary effect would have been to make what was held in that case to be a fee simple in the issue a defeasible fee. See also Waring v. Waring, 96 Va. 641, 32 S. E. 150.

In Virginia, since 1787, the word “heirs” is not necessary to create an estate of inheritance; the statute providing that “where any real estate is conveyed, devised, or granted to any person without any words of limitation, such conveyance, devise or grant shall be construed to pass the fee simple, or other the whole estate or interest which the grantor or his testator has power to dispose of in such real estate, unless a contrary intention shall appear by the conveyance, will or grant.” Va. Code, 1904, sec. 2420.

Hence, in the instant case, the devise to John S.

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Bluebook (online)
66 S.E. 850, 110 Va. 563, 1910 Va. LEXIS 95, Counsel Stack Legal Research, https://law.counselstack.com/opinion/daniel-v-lipscomb-va-1910.