Hill v. Luck

112 S.E.2d 858, 201 Va. 586, 1960 Va. LEXIS 133
CourtSupreme Court of Virginia
DecidedMarch 7, 1960
DocketRecord 5049
StatusPublished
Cited by6 cases

This text of 112 S.E.2d 858 (Hill v. Luck) 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
Hill v. Luck, 112 S.E.2d 858, 201 Va. 586, 1960 Va. LEXIS 133 (Va. 1960).

Opinion

*587 Whittle, J.,

delivered the opinion of the court.

Mrs. Luck filed a suit in equity against Cleon W. Hill, Verna S. Hill, his wife, and Ersldne L. Hill, seeking to set aside a deed from Erskine L. Hill and Irene L. Hill, his wife, to Cleon W. Hill and Verna S. Hill. The deed conveyed a residence located in the County of Roanoke known as Bonnie Brook.

The bill prayed that Cleon W. Hill and Verna S. Hill be enjoined from disposing of the property pending the outcome of the suit, and further, that the property be reconveyed to Erskine L. Hill.

The alleged ground for setting aside the deed was that Erskine L. Hill and wife had, in the year 1953, made a verbal contract with Mrs. Luck, a widowed sister of Erskine’s, to the effect that if Mrs. Luck would care for Erskine L. Hill and Irene L. Hill, upon the death of the last survivor Bonnie Brook would be devised to Mrs. Luck.

The record discloses that on June 5, 1957, Ersldne L. Hill and wife conveyed Bonnie Brook to his brother, Cleon W. Hill, and Verna S. Hill, his wife, with the right of survivorship, retaining a life estate in the property.

Irene L. Hill died on July 15, 1957, and the suit was instituted September 19, 1957.

Cleon W. Hill and Verna S. Hill filed a demurrer to the bill stating that it failed to allege a definite and complete contract. A plea of the statute of frauds was also filed alleging that the contract was one for the conveyance of real estate, and was not in writing as required by law. Code, § 11-2. No pleadings were filed by Erskine L. Hill. '

The trial court overruled the demurrer and refused to sustain the plea, whereupon appellants filed their answer.

The evidence was heard ore terms before the chancellor, and on January 5, 1959, a final decree was entered setting aside the deed from Erskine L. Hill and Irene L. Hill to Cleon W. Hill and Verna S. Hill, and directing that Bonnie Brook be reconveyed to Erskine L. Hill.

From this decree we granted an appeal.

The appellants filed nine assignments of error which they say pose five questions for decision. However, the crucial question is whether or not a valid and enforceable contract between Cecile H. Luck on the one hand and Erskine L. Hill and Irene L. Hill on the other has been proved in the manner required by law, and if so, whether the terms of such contract prohibit or limit the conveyance by Erskine *588 L. Hill of the real estate known as Bonnie Brook to Cleon W. Hill and Verna S. Hill.

The record discloses that Bonnie Brook, the subject of this litigation, is a home in Roanoke County which was acquired by Erskine L. Hill many years ago. In the year 1948 Erskine suffered a cerebral hemorrhage which disabled him. He was prevented from taking an active role in life and required extensive nursing care. His wife was unable to render the necessary assistance due to her addiction to the use of alcohol. Other members of the family—brothers and sisters— took upon themselves, along with the help of a servant, the responsibility of caring for both Erskine and his wife.

Mrs. Luck visited Bonnie Brook frequently and rendered substantial assistance and nursing care to both Erskine and Irene. While prior to June, 1957, she did not live at Bonnie Brook, she went there frequently to see to their needs. Cleon W. Hill, a brother of Erskine’s, likewise made frequent trips to Bonnie Brook, both to -visit his brother and to do various odd jobs in connection with the maintenance of the property.

The testimony of both the lay witnesses and Erskine’s doctor was that he is able to utter only unconnected words and phrases. According to Dr. Hurt, who has been Erskine’s physician since he suffered the cerebral hemorrhage, he is capable of understanding and “his mind is all right.”

Mrs. Luck testified that in the month of August, 1953, she was contemplating moving to Florida for the purpose of residing there permanently; that upon hearing of her plans Erskine and Irene begged her to remain in Roanoke so she could continue taking care of them as she had been doing during the preceding three years. She further said it was thereupon agreed that if she would remain there, at the death of the one who survived the other, Bonnie Brook and whatever else they owned would go to her. There was no written contract in connection with the alleged agreement.

In the month of September, 1953, Mrs. Luck, together with Irene, consulted the Trust Department of a Roanoke bank for the purpose of having wills drawn for themselves and for Erskine. After discussing the matter with them the trust officer of the bank referred the two ladies to a law firm where the actual preparation of the wills was done by Mr. J. M. Barrett, an attorney.

The wills of Erskine and Irene left the entire estate of each to the other, in trust for life, with unlimited power of disposition and a general power of appointment, with the provision that upon the death *589 of the last survivor whatever remained in the estate would go to Mrs. Luck. The wills made no distinction between the disposition of real estate and personal property nor did they make mention of Bonnie Brook.

As a result of the same conference and at the same time, Mrs. Luck executed her will, prepared by the same attorney. In her will she left her personal effects to Erskine and Irene or the survivor, and the income from the balance of her estate was to be paid to Erskine and Irene or the survivor for the remainder of their lives, giving them the right to withdraw or use any portion of the principal thereof, and granting to the last survivor a power of appointment.

At the conference with the attorney regarding the preparation of the wills no mention was made of the alleged contract between the parties.

The record discloses that after the execution of the three wills the parties continued living as they had prior thereto until June, 1957, at which time Mrs. Luck moved into Bonnie Brook with Erskine and Irene. Irene was then in the last stages of a.fatal malady. She died on July 15, 1957, leaving no appreciable estate.

As aforesaid, a deed was prepared on June 5, 1957, wherein Erskine and Irene conveyed Bonnie Brook to Cleon W. Hill and Verna S. Hill. Upon learning of this deed, Mrs. Luck, oft September 19, 1957, three months after she moved to Bonnie Brook, instituted this suit.

The pertinent part of the Virginia statute of frauds provides:

“No action shall be brought in any of the following cases:
**#*###
“Upon any contract for the sale of real estate, or for the lease thereof for more than a year;
**#*##*
“Unless the promise, contract, agreement, representation, assurance, or ratification, or some memorandum or note thereof, be in writing and signed by the party to be charged thereby, # # (§ 11-2, Code, 1950).

This statute has been repeatedly held to apply to contracts for the testamentary disposition of real estate. Hale v. Hale

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Bluebook (online)
112 S.E.2d 858, 201 Va. 586, 1960 Va. LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hill-v-luck-va-1960.