English v. Elks' National Home

170 S.E. 607, 161 Va. 145, 1933 Va. LEXIS 305
CourtSupreme Court of Virginia
DecidedSeptember 21, 1933
StatusPublished
Cited by4 cases

This text of 170 S.E. 607 (English v. Elks' National Home) 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
English v. Elks' National Home, 170 S.E. 607, 161 Va. 145, 1933 Va. LEXIS 305 (Va. 1933).

Opinion

Hudgins, J.,

delivered the opinion of the court.

The Benevolent and Protective Order of Elks maintains in Bedford a home for its aged and indigent members. To this home James D. Ubil, then a member of Milwaukee, Wisconsin, Lodge No. 46, was admitted on January 1, 1925, and there remained until his death on January 1, [147]*1471929. The appraised value of his estate, which consisted of tangible and intangible personal property, was $8,915.15. This property, by will dated November 19, 1926, was bequeathed to testator’s children, grandchildren and other relatives. The national home and the Milwaukee lodge presented claims against the estate, totalling some $1,840, for the support and maintenance of Ubil during the four years he was an inmate of the home. The executor filed a bill in which he alleged there were two or more claims against the estate, and being unadvised as to their validity he deemed it necessary to have accounts taken of the debts due and the estate settled under the direction of a court of equity» The case, in due course, was referred to a commissioner in chancery, who reported that the two claims mentioned were valid debts against the estate. To that report the executor filed exceptions, which were overruled by the chancellor. From a decree confirming the report this appeal was allowed.

The National Home of Elks is a charitable organization supported and maintained by members of the order for the benefit of members who are in indigent circumstances and incapable of earning a livelihood. The cost of the support and maintenance of the inmates is divided between the national order and the local lodge to which the inmate belongs, two-thirds being paid by the former and one-third by the latter. Before admission to the home, the applicant is required to sign an application, giving certain information concerning his mental, physical and financial condition. This is filed with the local lodge, which in turn appoints a committee to make investigation and report its finding to the lodge. If the application is approved by the local lodge all papers are sent to' grand trustees, and if approved by them admission to the home follows.

In this instance, James D. Ubil filed the following application :

[148]*148“Elks’ National Home “Application for Admission
“October 20, 1924.
“Secretary, Milwaukee, Wis., Lodge, No. 46, B. P. 0. Elks.
“Being in indigent circumstances and unable to earn a livelihood, I hereby make application for admission as a resident of the Elks’ National Home, and submit as true the following statement as required by grand lodge laws: I was born at Lancaster, Pennsylvania, September 11, 1856, and am now sixty-eight years of age. I have been a member in good standing of the Benevolent and Protective Order of Elks for four continuous years immediately prior to the date of this application. My physical condition is (a complete statement is required) slightly deaf in one ear, slight rupture on right side, otherwise apparently healthy.
“I am able to attend to my daily wants without assistance.”
The local lodge appointed a committee who reported favorably upon the application, in which report it is stated that they “propounded to applicant the following questions and submit his answers. * * *
“Have you any income? Yes. State amount and from what source derived. $140 per year from bond of Wisconsin Gas and Electric Co., seven per cent; $25 from sign site in West Allis, about $10 from Oil Inst. Have you any insurance? No.”

The local lodge and the grand trustees approved the application and Ubil was admitted to the home on January 1,1925, as above stated.

It is conceded that the cost of the support and maintenance of all inmates of the home is intended as a gift lo them. There is no promise, expressed or implied, on their part to pay any part of this cost. The only reason advanced in this case for the presentation of the bill for the support and maintenance of Ubil is that shortly after his death the superintendent of the home ascertained [149]*149that at the time of his death he owned property valued at $8,915.15, and that a man owning this amount of property is not indigent within the meaning of that word as used in the constitution and by-laws of the order. In other words, it is claimed that when Ubil filed his application he made a false statement when he said that he was indigent, and that in failing to state the true value of his property he perpetrated a fraud upon his local lodge and upon the national home.

The case for the appellees turns upon the construction placed upon the term, “indigent circumstances,” and whether or not there was a willful concealment of the true value of the decedent’s property at the time he made his application for admission to the home. The definition of “indigent,” according to Webster’s New International Dictionary, is: “Destitute of property or means of comfortable subsistence; needy, poor, in want; necessitous.” These are relative terms, and seem to have been so construed by the Elks’ National Home. The superintendent of the home, in answer to the following question, testified:

“Q. At that time, what were the qualifications which were absolutely necessary and indispensable for a man to be admitted to the Elks’ National Home?

“A. Under our law, which is printed on that application, section 65, a man must he adjudged indigent. At the time this man was taken in, I was a member of the board of grand trustees. In passing a man, it was always our policy not to take every nickel he had. In other words, if a man had something that would bring him a little money to spend, why it was not our policy to take that away from him. But if a man had sufficient income to maintain him away from the home, he would not be admitted.”

It is conceded that Ubil truly disclosed the amount of his income, $175 per year, and the source from which it was derived, when requested so to do by the investigating committee of his local lodge. It seems, therefore, that [150]*150his financial condition at that time brought him within the superintendent’s interpretation of the phrase, “indigent circumstances.” It does not appear that Ubil was requested to ascertain the market value of his principal, or that the investigating committee was required to obtain this information; nor does the record contain any evidence tending to show the market value of the property in October, 1924, when his application for admission to the home was executed.

Numerous letters to Ubil from different attorneys disclose that between January, 1926, and May, 1927, he disposed of two pieces of his property. One was the sign site in West Allis, from which in 1924 he was deriving an income of $25 per year.. This seems to have been a vacant lot, for which he received $1,652.50, z. e., $152.60 in cash and fifteen shares of stock in the Wisconsin Electric Power Company, valued at $1,500. The other property sold was an undivided one-half interest which he owned in a small tract of land in Texas. This property seems to have been in litigation for several years prior to its. sale, and settlement for it was not received until January 6, 1927, at which time he received in cash and notes approximately $3,000. Whether or not this was income-producing property does not appear.

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Bluebook (online)
170 S.E. 607, 161 Va. 145, 1933 Va. LEXIS 305, Counsel Stack Legal Research, https://law.counselstack.com/opinion/english-v-elks-national-home-va-1933.