Hale v. Hale

19 S.E. 739, 90 Va. 728, 1894 Va. LEXIS 54
CourtSupreme Court of Virginia
DecidedJune 14, 1894
StatusPublished
Cited by49 cases

This text of 19 S.E. 739 (Hale v. Hale) 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
Hale v. Hale, 19 S.E. 739, 90 Va. 728, 1894 Va. LEXIS 54 (Va. 1894).

Opinion

Lewis, P.,

delivered the opinion, of the court.

The appellant, Mary D. Hale, filed her bill for the specific performance of an alleged parol contract. The bill states that the plaintiff and her sister, Janie Hale, agreed, in 1885, to make mutual wills, so that the survivor would get the.whole estate, real and personal, of the one who should die first; and that each thereupon made a will in the other’s favor, in conformity with the agreement; that in October, 1888, the said Janie intermarried with Dr. Carter Berkeley, and soon after-wards died without.issue born alive; that some time prior to her marriage she was advised, upon consultation with an attorney, that her marriage would have no effect on her will, and that with this desire and belief, in which the plaintiff shared, she died, and for that reason never republished the will after her marriage; that for the same reason the plaintiff has allowed her own will to remain in full force as originally written, so as to carry out the agreement; that from the date of the wills until the death of Mrs. Berkeley they were kept together in a, trunk, used jointly by the plaintiff and Mrs. Berkeley, from which they were taken after the death of the latter. The bill also states that the execution of one will was the consideration for the other, and that .the two read together show the contract between the parties, and the consideration for the same; that the plaintiff has fully performed the contract on her part, and that both she and Mrs. Berkeley always believed that the latter had performed it on her part. And the prayer [730]*730of the bill was that the contract be specifically enforced, by requiring the heirs at law of Mrs. Berkeley, or some one for them, to convey to the plaintiff the real estate that descended to them at her death. There was no contest as to the personalty. The bill was dismissed on demurrer.

3. The appellant properly admits that by force of the statute, now carried into section 2517 of the Code, the will of Mrs. Berkeley was revoked by her marriage, regardless of her intention or wishes in the matter. But it is contended that the antecedent contract remains, and ought to be enforced.

There is no doubt, notwithstanding a will is in its nature ambulatory until the testator’s death, and cannot be made irrevocable, that a person may by a certain and definite contract bind himself to dispose of his estate by will in a particular way, and that such a contract, in a proper case, will be specifically enforced in equity: that is to say, the property will be held charged with a trust in the hands of the heir at law, devisee, personal representative, or purchaser with notice of the agreement, as the case may be, and a conveyance or accounting directed in accordance with the terms of the agreement. 3 Pas. Cont., 406; Schouler, Wills, sec. 454; Izard v. Middleton, 1 Desaus., 116; Rivers v. Rivers, 3 Id., 190; Parcell v. Stryker, 41 N. Y., 480; Mundorf v, Kilburn, 4 Md., 459; Johnson v. Hubbell, 10 N. J. Eq., 332.

In a note to the last mentioned case in 66 American Decisions, where the cases are collected, the annotator (at p. 784) says: “ It is not only in harmony with sound principle that a person may make a valid agreement binding himself to dispose of his property in a particular way by last will and testament, but it is supported by an almost unbroken current of authorities, both English and American ”; and substantially the same principle was recognized in Rice v. Hartman, 84 Va., 251..

2. But a parol agreement to devise real estate is within the statute of frauds, which in Virginia, so far as it is pertinent to the present case, enacts that “ no action shall be brought * * * [731]*731upon any contract for the sale of real estate, or for the lease thereof for more than a year, * * * unless the contract, *.* * or some memorandum or note thereof, be in writing and signed by the party to be charged thereby, or his agent; but the consideration need not be set forth or expressed in the writing, and it may be proved (where a consideration is necessary) by other evidence.” Code, sec. 2840.

In the case at bar the agreement sought to be enforced was a verbal one, and the defence of the statute is set up as one of the grounds of demurrer. It is not contended, in support of the demurrer, that the alleged agreement is void, but only that, if there was any such agreement, it is not enforceable, consistently with the statute, in a court of justice.

On the other hand, the appellant contends that the case is not within the statute, because the wills in question are sufficient memoranda of the agreement to satisfy the requisitions of the statute. But can this view be maintained? "We think not. An examination of the wills, which are exhibited with the bill, shows that each purports to be a mere will, and nothing else. Neither alludes to any contract or refers to any other writing; and the established rule is that the memorandum of a contract for the sale of real estate, required by the statute, must show, either on its face or by reference to some other writing, the contract between the parties, so that it can be understood without having recourse to parol proof. Browne, Stat. Frauds, sec. 371; 2 Kent, Comm., 511; Parkhurst v. Van Cortland, 1 Johns. Ch., 273; Williams v. Morris, 95 U. S., 444.

In Grafton v. Cummings, 99 U. S., 100, the Supreme Court of the United States, in construing the New Hampshire statute, which in this particular is similar to the statute 29 Car. II, laid it down, in conformity with the English decisions, that the memorandum must contain all the essential elements of the contract, including the consideration ; and the remark is applicable to a case arising under our statute, except that in Virginia the consideration need not be set forth.

[732]*732The appellant relies upon a dictum, of Judge Flemming in Campbell v. Argenbright, 3 H. & M., 144, 197, to -the effect that the will there in question was a sufficient memorandum of the parol promise set up in the bill; butthe point was notdecided, as in that case there was a subsequent written agreement, which referred to the will.

3. The equitable doctrine of part-performance is also invoked; but as to this, we may say, as was said in a similar case -in Massachusetts, that “ there has been no part-performance which amounts to anything.” Gould v. Mansfield, 103 Mass., 408. In that case there was, as here, an alleged oral agreement between two sisters to make mutual or reciprocal wills, and each made a will accordingly. Afterwards one of the sisters made a different will, and died. The survivor then filed a bill for the specific execution of the agreement, but a demurrer to the bill was sustained, on the ground that the case was within the statute of frauds.

. Notwithstanding the criticism upon that case in the argument at the bar, we are of opinion that it was decided upon correct principles. Not only is it a cardinal feature of a will that it is ambulatory until the testator’s death, but acts of part-performance by the party seeking specific execution, to take a case out of. the.statute, must be of such an unequivocal nature as of themselves to be -evidence of the existence of an agreement; as, for example, where, under a parol agreement to sell land, the purchaser is put into possession, and proceeds to make improvements. 2 Min. Insts. (4th ed.), 853; 3 Pom. Eq., sec.

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Bluebook (online)
19 S.E. 739, 90 Va. 728, 1894 Va. LEXIS 54, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hale-v-hale-va-1894.